SCHEDULE: Vanguard Discloses 7.53% Stake in Leidos Holdings

Vanguard Capital Management has reported a beneficial ownership of 7.53% in Leidos Holdings Inc. common stock as of March 31, 2026.

Summary

• Vanguard Capital Management, along with its affiliates, now beneficially owns 9,491,606 shares of Leidos Holdings Inc. common stock.
• This represents 7.53% of the total class of securities.
• The filing indicates sole voting power for 1,230,636 shares and sole dispositive power for 9,491,606 shares.
• The reporting date for this ownership stake is March 31, 2026.
• Vanguard Capital Management is filing this Schedule 13G, indicating it is an investment adviser and that the securities were acquired in the ordinary course of business.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing, as it primarily reports on existing ownership rather than new strategic developments or financial performance.

Positives

• Vanguard's significant stake suggests confidence in Leidos Holdings' long-term prospects.
• The filing confirms Vanguard's role as a substantial institutional investor, which can provide stability and credibility to the company.

Negatives

• The filing does not contain any negative financial or operational information about Leidos Holdings.

Risks

• The filing does not explicitly mention any risks related to Leidos Holdings' business operations or financial performance.

Future Outlook

The filing itself is a snapshot of current ownership and does not contain forward-looking statements or guidance from Leidos Holdings.

Management Comments

• "In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Capital Management LLC and the following affiliates of Vanguard Capital Management LLC or business divisions of such affiliates: Vanguard Asset Management Limited, Vanguard Fiduciary Trust Company, Vanguard Global Advisers, LLC and Vanguard Investments Australia Ltd."
• "This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Capital Management LLC exercises dispositive power, in addition to securities held by clients over which the affiliates or business divisions of such affiliates indicated above exercise dispositive and/or voting power."
• "This Schedule 13G does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Capital Management LLC, or business divisions of such subsidiaries, whose ownership of securities is disaggregated from that of the reporting business unit in accordance with such release."
• "By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under 240.14a-11."

Industry Context

StockSavvy.ai notes that a Schedule 13G filing by a major institutional investor like Vanguard typically indicates a passive investment strategy, suggesting Vanguard views Leidos Holdings as a stable, long-term investment within the defense and technology sector.

Stakeholder Impact

• Shareholders: The filing confirms Vanguard as a significant, stable institutional shareholder, which can be viewed positively by other investors.
• Management: The filing indicates Vanguard's passive investment approach, suggesting no immediate intent to influence company control.

Next Steps

• Vanguard will continue to hold its shares in Leidos Holdings, subject to its investment strategy.
• Leidos Holdings will continue its operations as a defense and technology company.

Key Dates

Keywords

Leidos Holdings, Vanguard Capital Management, Schedule 13G, Beneficial Ownership, Common Stock, Institutional Investor, SEC Filing, Investment Adviser