GUARDIAN PHARMACY SVCS INC (GRDN)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
180
Reporting holders
$1.1B
Reported value
0.2%
Held as options
+18
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FMR LLC | $135.7M | 3,241,612 | 0.01% | 7q | +37.4%+$36.9M |
| WELLINGTON MANAGEMENT GROUP LLP | $72.4M | 1,729,032 | 0.01% | 8q | -2.0%-$1.5M |
| BlackRock, Inc. | $66.0M | 1,575,989 | 0.00% | 7q | -10.3%-$7.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | $57.8M | 1,379,750 | 0.00% | 2q | +12.6%+$6.5M |
| Woodline Partners LP | $54.7M | 1,306,340 | 0.17% | 8q | HELD |
| Valiant Capital Management, L.P. | $49.7M | 1,186,658 | 2.01% | 4q | HELD |
| Boston Partners | $40.8M | 983,868 | 0.04% | 5q | -3.3%-$1.4M |
| FRANKLIN RESOURCES INC | $40.5M | 966,206 | 0.01% | 8q | +1.4%+$554.9K |
| TimesSquare Capital Management, LLC | $39.8M | 951,637 | 0.59% | 5q | -11.7%-$5.3M |
| LOOMIS SAYLES & CO L P | $36.4M | 869,836 | 0.05% | 3q | -6.6%-$2.6M |
| BOONE CAPITAL MANAGEMENT LLC | $29.8M | 711,939 | 6.97% | 2q | +12.8%+$3.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $27.1M | 646,695 | 0.00% | 7q | +15.7%+$3.7M |
| JENNISON ASSOCIATES LLC | $26.2M | 626,664 | 0.02% | 3q | -23.8%-$8.2M |
| STATE STREET CORP | $24.7M | 590,114 | 0.00% | 7q | +15.9%+$3.4M |
| BROWN ADVISORY INC | $21.9M | 524,013 | 0.03% | 7q | -58.4%-$30.8M |
| DIMENSIONAL FUND ADVISORS LP | $21.6M | 516,094 | 0.00% | 3q | +147.4%+$12.9M |
| Driehaus Capital Management LLC | $21.4M | 510,161 | 0.12% | 8q | -13.4%-$3.3M |
| FIRST TRUST ADVISORS LP | $19.3M | 461,307 | 0.01% | 2q | +392.4%+$15.4M |
| Aristotle Capital Boston, LLC | $17.7M | 422,427 | 1.19% | 5q | -14.8%-$3.1M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $14.5M | 345,229 | 0.09% | 5q | -7.9%-$1.2M |
| BRAUN STACEY ASSOCIATES INC | $14.2M | 339,947 | 0.40% | new | NEW |
| MORGAN STANLEY | $13.1M | 312,004 | 0.00% | 8q | +166.7%+$8.2M |
| RAYMOND JAMES FINANCIAL INC | $12.9M | 307,879 | 0.00% | 2q | +18.0%+$2.0M |
| ROYAL BANK OF CANADA | $12.6M | 301,400 | 0.00% | 8q | +20141.8%+$12.6M |
| Alyeska Investment Group, L.P. | $11.5M | 275,000 | 0.03% | 2q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $10.8M | 258,239 | 0.00% | 2q | +3.9%+$407.2K |
| SEI INVESTMENTS CO | $10.3M | 246,285 | 0.01% | 8q | -31.2%-$4.7M |
| RIVERBRIDGE PARTNERS LLC | $10.2M | 244,585 | 0.29% | new | NEW |
| Nuveen, LLC | $9.2M | 220,791 | 0.00% | 6q | -58.9%-$13.3M |
| NORTHERN TRUST CORP | $8.9M | 211,383 | 0.00% | 7q | +11.7%+$926.8K |
| SEVEN GRAND MANAGERS, LLC | $8.4M | 200,000 | 0.34% | 8q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $8.1M | 194,442 | 0.00% | 2q | +12.3%+$891.1K |
| PEREGRINE CAPITAL MANAGEMENT LLC | $7.8M | 185,383 | 0.25% | 8q | -8.0%-$679.1K |
| Clearbridge Investments, LLC | $7.3M | 174,364 | 0.01% | 8q | -14.0%-$1.2M |
| Ranger Investment Management, L.P. | $7.3M | 173,458 | 0.46% | 3q | +3.7%+$262.4K |
| GOLDMAN SACHS GROUP INC | $7.2M | 171,690 | 0.00% | 8q | +74.9%+$3.1M |
| LAZARD ASSET MANAGEMENT LLC | $7.1M | 169,528 | 0.01% | 8q | +14.9%+$922.2K |
| BANK OF AMERICA CORP /DE/ | $6.8M | 163,166 | 0.00% | 8q | +27.4%+$1.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6.8M | 126,944 | 0.00% | 3q | +157.5%+$4.2M |
| Lisanti Capital Growth, LLC | $6.4M | 152,025 | 1.40% | 2q | -19.2%-$1.5M |
| MITCHELL CAPITAL MANAGEMENT CO | $6.0M | 143,873 | 0.92% | new | NEW |
| Allspring Global Investments Holdings, LLC | $5.6M | 131,893 | 0.01% | 8q | -3.0%-$173.5K |
| MILLENNIUM MANAGEMENT LLC | $5.0M | 120,607 | 0.00% | 6q | +343.5%+$3.9M |
| Trexquant Investment LP | $4.7M | 112,168 | 0.03% | 4q | -31.2%-$2.1M |
| Russell Investments Group, Ltd. | $4.6M | 110,908 | 0.00% | 8q | +5.2%+$228.8K |
| Crews Bank & Trust | $4.2M | 101,127 | 0.55% | new | NEW |
| TRUIST FINANCIAL CORP | $4.1M | 98,895 | 0.00% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $4.1M | 98,209 | 0.00% | 5q | -68.6%-$9.0M |
| CITADEL ADVISORS LLC | $4.1M | 87,775 | 0.00% | 2q | -84.8%-$23.0M |
| Qube Research & Technologies Ltd | $4.1M | 97,513 | 0.00% | 4q | +22.9%+$761.2K |
| ROYCE & ASSOCIATES LP | $3.6M | 87,096 | 0.03% | 8q | HELD |
| Y-Intercept (Hong Kong) Ltd | $3.6M | 85,036 | 0.07% | new | NEW |
| J. Goldman & Co LP | $3.3M | 79,219 | 0.09% | 8q | -50.4%-$3.4M |
| JANE STREET GROUP, LLC | $3.3M | 77,777 | 0.00% | 2q | -32.7%-$1.6M |
| Invesco Ltd. | $3.1M | 73,872 | 0.00% | 4q | +446.6%+$2.5M |
| D. E. Shaw & Co., Inc. | $3.1M | 73,841 | 0.00% | 4q | -2.4%-$77.1K |
| UBS Group AG | $3.0M | 72,519 | 0.00% | 7q | +135.9%+$1.7M |
| Bank of New York Mellon Corp | $3.0M | 71,617 | 0.00% | 7q | +3.1%+$91.5K |
| Kiker Wealth Management, LLC | $2.7M | 65,604 | 1.07% | 2q | +15.0%+$359.1K |
| Legato Capital Management LLC | $2.7M | 63,310 | 0.22% | 2q | +7.5%+$185.1K |
| Swiss National Bank | $2.6M | 61,000 | 0.00% | 5q | +26.3%+$531.7K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.5M | 60,122 | 0.00% | 7q | -47.6%-$2.3M |
| Sixth Street Partners Management Company, L.P. | $2.5M | 60,122 | 0.00% | new | NEW |
| AMERICAN CENTURY COMPANIES INC | $2.2M | 53,322 | 0.00% | 2q | +152.4%+$1.3M |
| Jain Global LLC | $2.2M | 52,351 | 0.01% | 2q | +11.2%+$221.3K |
| Ghisallo Capital Management LLC | $2.1M | 50,000 | 0.04% | 8q | -60.0%-$3.1M |
| RENAISSANCE TECHNOLOGIES LLC | $1.9M | 44,798 | 0.00% | 7q | -55.2%-$2.3M |
| GLOBEFLEX CAPITAL L P | $1.9M | 44,354 | 0.24% | 3q | HELD |
| JPMORGAN CHASE & CO | $1.7M | 42,977 | 0.00% | 7q | +21.1%+$303.3K |
| KORNITZER CAPITAL MANAGEMENT INC /KS | $1.7M | 40,422 | 0.04% | 5q | -3.3%-$57.1K |
| DARK FOREST CAPITAL MANAGEMENT LP | $1.5M | 36,041 | 0.10% | 2q | +56.9%+$546.9K |
| MARSHALL WACE, LLP | $1.5M | 35,996 | 0.00% | 2q | -91.4%-$16.0M |
| PRINCIPAL FINANCIAL GROUP INC | $1.4M | 32,718 | 0.00% | 2q | +7.7%+$97.5K |
| XTX Topco Ltd | $1.3M | 32,169 | 0.02% | 3q | +236.1%+$946.2K |
| CREDIT AGRICOLE S A | $1.3M | 30,000 | 0.00% | 3q | HELD |
| Maven Securities LTD | $1.3M | 30,000 | 0.02% | 2q | HELD |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1.1M | 26,999 | 0.00% | 3q | -29.3%-$468.4K |
| Diametric Capital, LP | $1.1M | 26,173 | 0.12% | new | NEW |
| TD Asset Management Inc | $1.1M | 25,864 | 0.00% | 2q | HELD |
| WELLS FARGO & COMPANY/MN | $1.1M | 25,773 | 0.00% | 8q | -26.3%-$385.2K |
| ALLIANCEBERNSTEIN L.P. | $1.0M | 27,700 | 0.00% | 5q | +53.9%+$365.3K |
| DEUTSCHE BANK AG\ | $1.0M | 24,374 | 0.00% | 7q | +26.0%+$210.8K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.0M | 24,249 | 0.00% | 4q | +6.4%+$61.3K |
| RHUMBLINE ADVISERS | $990.5K | 23,656 | 0.00% | 7q | -8.0%-$85.6K |
| Squarepoint Ops LLC | $915.8K | 21,873 | 0.00% | 2q | -39.8%-$606.6K |
| HUSSMAN STRATEGIC ADVISORS, INC. | $879.3K | 21,000 | 0.20% | 2q | HELD |
| VANGUARD ASSET MANAGEMENT, Ltd | $877.3K | 20,953 | 0.00% | 2q | +42.1%+$259.8K |
| Sterling Capital Management LLC | $850.8K | 20,321 | 0.01% | 7q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $793.6K | 18,953 | 0.00% | 2q | +101.9%+$400.5K |
| GREAT LAKES ADVISORS, LLC | $787.6K | 18,810 | 0.01% | 3q | -38.7%-$498.2K |
| Round Rock Advisors LLC | $775.6K | 18,524 | 0.10% | 3q | +57.0%+$281.7K |
| OCCUDO QUANTITATIVE STRATEGIES LP | $748.9K | 17,886 | 0.04% | 7q | +1.1%+$8.1K |
| VICTORY CAPITAL MANAGEMENT INC | $737.9K | 17,624 | 0.00% | new | NEW |
| CITIGROUP INC | $649.6K | 15,515 | 0.00% | 7q | +365.2%+$510.0K |
| US BANCORP \DE\ | $622.4K | 14,866 | 0.00% | 5q | +526.5%+$523.1K |
| Jupiter Topco LLC | $619.8K | 14,800 | 0.00% | new | FIRST |
| CAPSTONE INVESTMENT ADVISORS, LLC | $607.3K | 14,505 | 0.00% | new | NEW |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $596.1K | 14,236 | 0.00% | 4q | +109.4%+$311.3K |
| Vanguard Global Advisers, LLC | $586.9K | 14,017 | 0.00% | 2q | +24.4%+$115.2K |
| LPL Financial LLC | $581.3K | 13,883 | 0.00% | 8q | -16.1%-$111.6K |
Showing the largest 100 of 193 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 180 | $1.1B | 27,350,015 | 34 | 69 | 50 | 0.2% |
| Q1 2026 | 162 | $1.0B | 26,886,579 | 51 | 51 | 37 | 0.0% |
| Q4 2025 | 120 | $592.4M | 19,643,164 | 31 | 48 | 30 | 0.2% |
| Q3 2025 | 104 | $513.3M | 19,517,073 | 18 | 54 | 22 | 0.0% |
| Q2 2025 | 100 | $378.8M | 17,776,893 | 34 | 43 | 13 | 0.0% |
| Q1 2025 | 70 | $225.2M | 10,078,480 | 11 | 24 | 21 | 0.0% |
| Q4 2024 | 66 | $190.3M | 9,397,292 | 30 | 14 | 14 | 0.0% |
| Q3 2024 | 46 | $137.6M | 8,179,155 | 46 | 0 | 0 | 0.0% |