DuPont de Nemours, Inc. (NYSE: DD) is a global materials and specialty chemicals company with exposure to electronics, water filtration, construction, and industrial manufacturing. Shares recently traded near $40.93, giving DuPont a market value of roughly $17.1B.
With the stock down close to 50% over the past year, examining who owns DuPont and how insiders have traded offers useful context on how major investors may be positioning around valuation pressure, slower growth, and the company’s ongoing portfolio transition.
Who Are DuPont’s Top Shareholders?
DuPont’s shareholder base is led by large passive institutions that tend to hold through market cycles, which can help keep long term ownership stable. At the same time, several active managers and hedge funds have made notable adjustments, suggesting a mix of caution and selective accumulation.
- The Vanguard Group: 50,675,783 shares (12.10%), ~$2.07B value. Added 3,200,124 shares (+6.74%).
- BlackRock Institutional Trust Company: 20,690,700 shares (4.94%), ~$846.9M value. Cut 392,265 shares (1.86%).
- State Street Investment Management: 18,196,142 shares (4.34%), ~$744.8M value. Cut 167,833 shares (0.91%).
- Geode Capital Management: 10,945,537 shares (2.61%), ~$448.0M value. Added 162,777 shares (+1.51%).
- Nuveen LLC: 7,522,376 shares (1.80%), ~$307.9M value. Added 343,997 shares (+4.79%).
- Putnam Investment Management: 6,910,195 shares (1.65%), ~$282.8M value. Added 310,851 shares (+4.71%).
- D. E. Shaw & Co.: 6,643,504 shares (1.59%), ~$271.9M value. Added 1,280,885 shares (+23.89%).
- Invesco Advisers: 6,081,160 shares (1.45%), ~$248.9M value. Added 2,104,200 shares (+52.91%).
- Norges Bank Investment Management: 4,567,811 shares (1.09%), ~$187.0M value. Added 2,645,128 shares (+137.57%).
- T. Rowe Price Associates: 4,176,743 shares (1.00%), ~$171.0M value. Added 117,518 shares (+2.90%).
Taken together, this ownership mix shows that while passive institutions continue to anchor DuPont’s shareholder base, several active investors appear to be leaning in at lower valuation levels, and for investors this suggests cautious positioning rather than broad conviction.
Hedge Fund Highlights
One notable move last quarter came from Millennium Management, founded by Israel Englander, which sharply increased its position in DuPont. The firm boosted its holdings by 469.5%, adding about 1.76 million shares and bringing its stake to roughly $166M value, which may suggest positioning for valuation recovery following the stock’s extended decline.
Point72 Asset Management, led by Steven Cohen, also increased its exposure, raising its position by 59.7% after adding approximately 632,000 shares for a total stake worth around $132M value, pointing to selective interest despite ongoing pressure on margins and growth.
Balyasny Asset Management, founded by Dmitry Balyasny, expanded its DuPont stake by 89.1%, adding nearly 85,000 shares and lifting its holding to about $14M value, a smaller position that nonetheless signals incremental optimism at current price levels.
D. E. Shaw & Co., founded by David E. Shaw, continued building its position with a 23.9% increase, adding roughly 1.28 million shares and bringing its total stake to approximately $518M value, which appears consistent with a valuation or model driven approach.
Overall, hedge fund activity reflects selective accumulation rather than a unified bullish stance, and for investors this suggests improving risk reward perceptions without a clear consensus on near term fundamentals.
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DuPont’s Recent Insider Trades
Insider filings show a mix of sales and acquisitions across executives and directors, with transaction sizes that remain small relative to DuPont’s total shares outstanding.
- Erik Thomas Hoover (Officer): Sold 6,005 shares at ~$39.79 and acquired 6,005 shares at ~$28.00 on 11/27/25.
- Lori Koch (Officer and Director): Sold 9,011 shares at ~$39.46 and acquired 9,011 shares at ~$28.00 on 11/27/25.
- Alexander M. Cutler (Director): Acquired 1,268 shares at ~$39.44 on 11/25/25.
- Amy G. Brady (Director): Acquired 206 shares at ~$39.44 on 11/25/25.
- Frederick M. Lowery (Director): Acquired 983 shares at ~$39.44 on 11/25/25.
- Steven P. Larrabee (Officer): Sold 6,384 shares at ~$34.12 on 10/31/25.
- Edward D. Breen (Officer and Director): Acquired 192,332 shares at $0.00 on 10/30/25.
- Christopher Raia (Officer): Acquired 19,233 shares at $0.00 on 10/30/25.
It appears insider activity is mixed and modest in size, with transactions that may reflect compensation events or exposure adjustments rather than a clear directional signal, and for investors these trades do not materially change the broader ownership picture.
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What the Ownership & Insider Trade Data Tell Us
DuPont’s ownership structure remains anchored by large institutions, providing stability despite weak recent stock performance. Increased hedge fund participation suggests that some investors may see improving risk reward at current prices, even as earnings and margins remain under pressure.
Insider activity appears cautious and limited in scale, making it difficult to draw strong conclusions about management sentiment. Taken together, the data suggests DuPont continues to be viewed as a longer term portfolio transition and restructuring story rather than a near term growth play, and for investors this points to measured expectations and selective positioning.
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