DNOW Inc.
MX ˙ BMV ˙ US67011P1003
SecurityMX:DNOW / DNOW Inc.
InstitutionStifel Financial Corp
Latest Disclosed Ownership37,358 shares
Latest Disclosed Value $ 444,937
Stifel Financial Corp reports 18.56% decrease in ownership of DNOW / DNOW Inc.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 37,358 shares of DNOW Inc. (MX:DNOW) valued at $444,937 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 45,872 shares of DNOW Inc.. This represents a change in shares of -18.56% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F DNOW COM 67011P100 37,358 -8,514 -18.56 445 -26.85 0.0001
2026-02-13 2025-12-31 13F DNOW COM 67011P100 45,872 45,872 608 0.0005
2022-02-14 2021-12-31 13F NOW COM 67011P100 0 -184,410 -100.00 0 -100.00
2021-11-15 2021-09-30 13F NOW COM 67011P100 184,410 6,331 3.56 1,411 -16.51 0.0021
2021-08-13 2021-06-30 13F NOW COM 67011P100 178,079 -6,902 -3.73 1,690 -9.43 0.0025
2021-05-14 2021-03-31 13F NOW COM 67011P100 184,981 -30,435 -14.13 1,866 20.62 0.0031
2021-02-12 2020-12-31 13F NOW COM 67011P100 215,416 50,972 31.00 1,547 107.10 0.0028
2020-11-16 2020-09-30 13F NOW COM 67011P100 164,444 38,074 30.13 747 -31.53 0.0015
2020-08-14 2020-06-30 13F NOW COM 67011P100 126,370 17,134 15.69 1,091 123.11 0.0025
2020-05-14 2020-03-31 13F NOW COM 67011P100 109,236 -11,227 -9.32 489 -62.59 0.0014
2020-02-13 2019-12-31 13F NOW COM 67011P100 120,463 13,225 12.33 1,307 9.46 0.0027
2019-11-19 2019-09-30 13F/A-1 NOW COM 67011P100 107,238 -13,466 -11.16 1,194 -32.20 0.0030
2019-11-13 2019-09-30 13F NOW COM 67011P100 106,450 -14,254 1,185 664.2519
2019-08-14 2019-06-30 13F NOW COM 67011P100 120,704 -41,432 -25.55 1,761 -21.52 0.0045
2019-05-14 2019-03-31 13F NOW COM 67011P100 162,136 4,684 2.97 2,244 25.15 0.0063
2019-02-13 2018-12-31 13F NOW COM 67011P100 157,452 3,210 2.08 1,793 -29.27 0.0058
2018-11-13 2018-09-30 13F NOW COM 67011P100 154,242 2,565 1.69 2,535 27.13 0.0073
2018-08-14 2018-06-30 13F NOW COM 67011P100 151,677 1,053 0.70 1,994 33.65 0.0061
2018-05-11 2018-03-31 13F NOW COM 67011P100 150,624 23,423 18.41 1,492 9.71 0.0047
2018-02-14 2017-12-31 13F NOW COM 67011P100 127,201 12,783 11.17 1,360 -12.65 0.0043
2017-11-13 2017-09-30 13F NOW COM 67011P100 114,418 33,664 41.69 1,557 22.60 0.0054
2017-08-14 2017-06-30 13F NOW COM 67011P100 80,754 19,071 30.92 1,270 22.71 0.0047
2017-05-10 2017-03-31 13F NOW COM 67011P100 61,683 22,154 56.04 1,035 28.89 0.0040
2017-02-16 2016-12-31 13F NOW COM 67011P100 39,529 12,044 43.82 803 35.64 0.0034
2016-11-15 2016-09-30 13F NOW COM 67011P100 27,485 -6,806 -19.85 592 -4.98 0.0027
2016-08-17 2016-06-30 13F NOW COM 67011P100 34,291 481 1.42 623 3.83 0.0029
2016-05-16 2016-03-31 13F NOW COM 67011P100 33,810 7,093 26.55 600 41.84 0.0032
2016-03-21 2015-12-31 13F/A-2 NOW COM 67011P100 26,717 10,333 63.07 423 75.52 0.0022
2016-02-26 2015-12-31 13F/A-1 NOW COM 67011P100 26,396 -321 420 0.0022
2016-02-16 2015-12-31 13F NOW COM 67011P100 20,929 11,081
2015-11-16 2015-09-30 13F NOW COM 67011P100 16,384 -3,215 -16.40 241 -32.49 0.0014
2015-08-17 2015-06-30 13F/A-1 NOW COM 67011P100 19,599 8,720 80.15 357 52.56 0.0018
2015-08-17 2015-06-30 13F NOW COM 67011P100 10,076 198
2015-05-14 2015-03-31 13F NOW COM 67011P100 10,879 -6,558 -37.61 234 -47.53 0.0013
2015-02-13 2014-12-31 13F NOW COM 67011P100 17,437 5,553 46.73 446 23.55 0.0025
2014-11-13 2014-09-30 13F NOW COM 67011P100 11,884 -8,643 -42.11 361 -51.41 0.0032
2014-08-14 2014-06-30 13F NOW COM 67011P100 20,527 20,527 743 0.0067
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.