13FPulse
DA

DAR DARLING INGREDIENTS INC

2026Q2 · CUSIP 237266101 · Sector: Consumer

Funds left

Funds are exiting, but the price is holding

Funds that own it
602
Institutions that reported holding it to the SEC
Net decrease in holders
8
Last quarter 610 → now 602
How unusual is that
Bottom 20%
Stronger than only 15% of US stocks
What the filings say, in one paragraph

602 funds held DAR at the end of 2026Q2, down 8 from the quarter before. Buying has faded, though the price is holding up. On the business itself, revenue over the last 12 months was $6.5B(YoY +14.8%), the P/E is 17.9x, return on equity is 11.4%. DAR has had 18 buying rushes in its history, and the price moved +23.6% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Consumer sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=247 2013Q4: holders=277 2014Q1: holders=265 2014Q2: holders=240 2014Q3: holders=234 2014Q4: holders=250 2015Q1: holders=251 2015Q2: holders=254 2015Q3: holders=237 2015Q4: holders=251 2016Q1: holders=256 2016Q2: holders=271 2016Q3: holders=246 2016Q4: holders=271 2017Q1: holders=250 2017Q2: holders=247 2017Q3: holders=240 2017Q4: holders=254 2018Q1: holders=259 2018Q2: holders=244 2018Q3: holders=252 2018Q4: holders=268 2019Q1: holders=270 2019Q2: holders=251 2019Q3: holders=264 2019Q4: holders=258 2020Q1: holders=275 2020Q2: holders=300 2020Q3: holders=323 2020Q4: holders=380 2021Q1: holders=416 2021Q2: holders=440 2021Q3: holders=459 2021Q4: holders=469 2022Q1: holders=513 2022Q2: holders=497 2022Q3: holders=519 2022Q4: holders=565 2023Q1: holders=538 2023Q2: holders=546 2023Q3: holders=553 2023Q4: holders=546 2024Q1: holders=519 2024Q2: holders=491 2024Q3: holders=473 2024Q4: holders=469 2025Q1: holders=471 2025Q2: holders=496 2025Q3: holders=470 2025Q4: holders=482 2026Q1: holders=610 2026Q2: holders=602 -128 -64 +0 +64 +128 210426641 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 18 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 1% in the market
2025Q2 Top 20% +12.0% +66.5%
2022Q4 Top 10% -4.4% -5.7%
2022Q3 Top 5% -8.3% -10.7%
2022Q1 Top 5% -1.6% -6.7%
2021Q3 Top 10% -9.0% +6.0%
2021Q2 Top 20% +0.2% -9.6%
2021Q1 Top 10% +12.6% +12.8%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
246
Change in large funds
+20
Total value they hold
$9.0B
Funds buying for the first time
93
Funds that sold out entirely
101
Price change that quarter
+6.7%
Funds holding puts (bearish)
13
Funds holding calls (bullish)
18

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
17.9
EPS (TTM)
$3.71
EPS YoY
+462.1%
Revenue (TTM)
$6.5B
Revenue YoY
+14.8%
Net margin
9.1%
ROE
11.4%
Debt ratio
51.7%
FCF (TTM)
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-10-02: EPS 0.88 2022-01-01: EPS 0.95 2022-04-02: EPS 1.14 2022-07-02: EPS 1.23 2022-10-01: EPS 1.17 2022-12-31: EPS 0.95 2023-04-01: EPS 1.14 2023-07-01: EPS 1.55 2023-09-30: EPS 0.77 2023-12-30: EPS 0.53 2024-03-30: EPS 0.50 2024-06-29: EPS 0.49 2024-09-28: EPS 0.11 2024-12-28: EPS 0.63 2025-03-29: EPS -0.16 2025-06-28: EPS 0.08 2025-09-27: EPS 0.12 2026-01-03: EPS 0.35 2026-04-04: EPS 0.83 2026-07-04: EPS 2.41 0B 0.9B 1.8B $B -0.18 1.24 2.65 201720182019202020212022202320242025202607/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 18 8 74 139 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-36M28M91M 20162017201820192020202120222023202420252026
Latest quarter $-27M (2020-03-28)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-07-04 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.