Skip to main content

Delta Air Lines, Inc.

DAL
Exchange
NYSE
Industry
Air Transportation, Scheduled
SEC CIK
0000027904

In the last 90 days, Delta Air Lines, Inc. insiders filed 0 open-market purchases and 6 sales; 1,523 institutions reported holding it in 13F filings for Q2 2026, worth $54.7B in total; 3 superinvestors hold it, including Berkshire Hathaway and Harris Associates (Oakmark).

13F holders, Q4 2023

Institutional positions in Delta Air Lines, Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,072
+57 vs. Q3 2023
Shares held
446.5M
−4.86M (−1.1%) vs. Q3 2023
Total value
$18.0B
+$1.27B (+7.6%) vs. Q3 2023
New holders
163
341 more added
Sold out
106
415 more reduced

14 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting DAL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2023: 1,072 institutions
Q1 2021: 1,001 institutionsQ2 2021: 966 institutionsQ3 2021: 964 institutionsQ4 2021: 984 institutionsQ1 2022: 982 institutionsQ2 2022: 913 institutionsQ3 2022: 891 institutionsQ4 2022: 975 institutionsQ1 2023: 981 institutionsQ2 2023: 1,079 institutionsQ3 2023: 1,029 institutionsQ4 2023: 1,072 institutionsQ1 2024: 1,080 institutionsQ2 2024: 1,097 institutionsQ3 2024: 1,087 institutionsQ4 2024: 1,218 institutionsQ1 2025: 1,129 institutionsQ2 2025: 1,186 institutionsQ3 2025: 1,229 institutionsQ4 2025: 1,333 institutionsQ1 2026: 1,345 institutionsQ2 2026: 1,523 institutions
Value heldQ4 2023: $18.6B
Q1 2021: $19.8BQ2 2021: $17.7BQ3 2021: $17.4BQ4 2021: $15.9BQ1 2022: $16.5BQ2 2022: $12.6BQ3 2022: $12.1BQ4 2022: $15.0BQ1 2023: $16.2BQ2 2023: $21.9BQ3 2023: $16.7BQ4 2023: $18.6BQ1 2024: $24.5BQ2 2024: $23.9BQ3 2024: $26.2BQ4 2024: $32.0BQ1 2025: $23.3BQ2 2025: $26.1BQ3 2025: $30.9BQ4 2025: $38.7BQ1 2026: $38.6BQ2 2026: $54.7B
Institutions holding DAL and their total value by quarter
QuarterHoldersValue
Q2 20261,523$54.7B
Q1 20261,345$38.6B
Q4 20251,333$38.7B
Q3 20251,229$30.9B
Q2 20251,186$26.1B
Q1 20251,129$23.3B
Q4 20241,218$32.0B
Q3 20241,087$26.2B
Q2 20241,097$23.9B
Q1 20241,080$24.5B
Q4 20231,072$18.6B
Q3 20231,029$16.7B
Q2 20231,079$21.9B
Q1 2023981$16.2B
Q4 2022975$15.0B
Q3 2022891$12.1B
Q2 2022913$12.6B
Q1 2022982$16.5B
Q4 2021984$15.9B
Q3 2021964$17.4B
Q2 2021966$17.7B
Q1 20211,001$19.8B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Delta Air Lines, Inc.; share changes are against Q3 2023.

Institutions holding DAL in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc71,975,018$2.90B0.06%−124,897−0.2%Reduced
BlackRock Inc.40,002,925$1.61B0.04%+2,241,654+5.9%Added
Primecap Management Co22,199,858$893.1M0.71%−49,910−0.2%Reduced
State Street Corp22,164,902$891.7M0.04%+413,175+1.9%Added
Capital International Investors20,936,699$842.3M0.19%+1,689,053+8.8%Added
Capital World Investors14,981,124$602.7M0.11%+79,818+0.5%Added
Geode Capital Management, LLC14,163,583$568.8M0.06%+356,872+2.6%Added
Morgan Stanley12,007,941$483.1M0.04%+1,168,819+10.8%Added
Newport Trust Co10,425,433$419.4M1.12%00.0%Unchanged
Wellington Management Group LLP8,600,741$346.0M0.06%+5,914,301+220.2%Added
Dimensional Fund Advisors LP8,374,052$336.9M0.10%+826,232+10.9%Added
FMR LLC7,388,748$297.2M0.02%−2,338,290−24.0%Reduced
GMT Capital Corp6,798,000$273.5M10.30%+347,500+5.4%Added
Royal London Asset Management Ltd6,467,749$260.2M0.74%+1,376,221+27.0%Added
Gallagher Fiduciary Advisors, LLC5,477,568$220.4M7.57%−155,919−2.8%Reduced
Northern Trust Corp4,906,652$197.4M0.04%−59,678−1.2%Reduced
Par Capital Management Inc4,455,000$179.2M5.89%−45,000−1.0%Reduced
U S Global Investors Inc4,434,509$178.4M12.00%+773,636+21.1%Added
Invesco Ltd.4,313,661$173.5M0.04%−500,187−10.4%Reduced
Holocene Advisors, LP4,283,085$172.3M0.68%+4,283,085New
Nuveen Asset Management, LLC3,995,179$160.7M0.05%+19,176+0.5%Added
JPMorgan Chase & Co3,765,448$151.5M0.02%−243,279−6.1%Reduced
Bank of New York Mellon Corp3,649,720$146.8M0.03%−4,626−0.1%Reduced
Charles Schwab Investment Management Inc3,342,501$134.5M0.03%+40,566+1.2%Added
LSV Asset Management3,320,447$133.6M0.29%+65,463+2.0%Added
Massachusetts Financial Services Co2,837,190$114.1M0.04%−33,160−1.2%Reduced
Jennison Associates LLC2,618,627$105.3M0.08%+1,550,770+145.2%Added
Neuberger Berman Group LLC2,607,698$104.9M0.09%+63,085+2.5%Added
Prudential Financial Inc2,601,108$104.3M0.16%+1,869,331+255.5%Added
Douglas Lane & Associates, LLC2,414,649$97.1M1.50%−44,834−1.8%Reduced
Bank of Montreal2,351,978$95.6M0.03%−1,155,086−32.9%Reduced
Bank of America Corp2,302,627$92.6M0.01%−860,266−27.2%Reduced
Brandywine Global Investment Management, LLC2,286,442$92.0M0.74%+395,948+20.9%Added
Balyasny Asset Management LLC2,101,863$84.6M0.23%+1,919,286+1,051.2%Added
Renaissance Technologies LLC2,042,520$82.2M0.13%−6,144,100−75.1%Reduced
Bristol John W & Co Inc1,958,646$78.8M1.45%−96,076−4.7%Reduced
Patient Capital Management, LLC1,913,428$77.0M4.08%+87,939+4.8%Added
UBS Group AG1,893,706$76.2M0.03%−182,634−8.8%Reduced
Jupiter Asset Management Ltd1,853,645$74.6M0.74%+613,498+49.5%Added
Goldman Sachs Group Inc1,850,576$74.4M0.02%−535,548−22.4%Reduced
Alliancebernstein L.P.1,837,795$73.9M0.03%+91,307+5.2%Added
D. E. Shaw & Co., Inc.1,817,327$73.1M0.11%+1,128,626+163.9%Added
Thrivent Financial for Lutherans1,801,391$72.5M0.16%−12,876−0.7%Reduced
Norges Bank1,617,100$65.1M0.01%+233,750+16.9%Added
Royal Bank of Canada1,615,602$65.0M0.02%+374,073+30.1%Added
Silvercrest Asset Management Group LLC1,560,587$62.8M0.44%+124,436+8.7%Added
Point72 Asset Management, L.P.1,546,164$62.2M0.19%+1,352,120+696.8%Added
Ameriprise Financial Inc1,537,214$61.6M0.02%+533,196+53.1%Added
Marshall Wace, LLP1,483,506$59.7M0.11%−108,585−6.8%Reduced
Franklin Resources Inc1,440,744$58.0M0.03%+39,190+2.8%Added
Millennium Management LLC1,395,217$56.1M0.05%−815,150−36.9%Reduced
Legal & General Group Plc1,351,422$54.4M0.02%−19,267−1.4%Reduced
Barclays PLC1,275,162$51.3M0.03%+111,712+9.6%Added
Russell Investments Group, Ltd.1,268,313$51.0M0.09%+6,827+0.5%Added
Citadel Advisors LLC1,247,485$50.2M0.05%−5,633,395−81.9%Reduced
California Public Employees Retirement System1,157,625$46.6M0.04%−41,931−3.5%Reduced
Rhumbline Advisers1,132,546$45.6M0.05%−17,338−1.5%Reduced
HSBC Holdings PLC1,128,029$45.5M0.04%−22,879−2.0%Reduced
Wells Fargo & Company1,127,607$45.4M0.01%+73,936+7.0%Added
Jane Street Group, LLC1,123,019$45.2M0.05%+437,265+63.8%Added
Federated Hermes, Inc.1,049,317$42.2M0.10%−87,079−7.7%Reduced
Amundi989,192$41.9M0.02%−593,991−37.5%Reduced
Lansdowne Partners (UK) LLP1,022,439$41.1M3.02%−24,778−2.4%Reduced
Masters Capital Management LLC1,000,000$40.2M7.07%+100,000+11.1%Added
Victory Capital Management Inc978,670$39.4M0.04%+16,230+1.7%Added
Rockefeller Capital Management L.P.972,389$39.1M0.13%+520,105+115.0%Added
UBS Asset Management Americas Inc930,465$37.4M0.01%−460.0%Reduced
Price T Rowe Associates Inc864,039$34.8M0.00%−482,111−35.8%Reduced
Scout Investments, Inc.815,914$32.8M0.82%−153,041−15.8%Reduced
AQR Capital Management LLC807,409$32.5M0.06%−274,883−25.4%Reduced
J. L. Bainbridge & Co., Inc.797,390$32.1M3.93%−22,162−2.7%Reduced
Macquarie Group Ltd794,914$32.0M0.04%+75,950+10.6%Added
Qube Research & Technologies Ltd757,573$30.5M0.07%−2,872,351−79.1%Reduced
Principal Financial Group Inc730,962$29.4M0.02%−31,093−4.1%Reduced
New York State Teachers Retirement System709,089$28.5M0.06%−8,329−1.2%Reduced
Candlestick Capital Management LP685,091$27.6M0.89%+435,091+174.0%Added
Schonfeld Strategic Advisors LLC677,474$27.3M0.22%−147,734−17.9%Reduced
Parallax Volatility Advisers, L.P.673,937$27.1M0.75%+396,444+142.9%Added
Deutsche Bank AG665,460$26.8M0.01%+14,138+2.2%Added
State Board of Administration of Florida Retirement System644,121$25.9M0.05%+280.0%Added
Adage Capital Partners GP, L.L.C.625,336$25.2M0.05%−14,700−2.3%Reduced
Raymond James & Associates625,025$25.1M0.02%+26,364+4.4%Added
River Road Asset Management, LLC613,068$24.7M0.34%+435,452+245.2%Added
AustralianSuper Pty Ltd612,040$24.6M0.15%−75,474−11.0%Reduced
First Trust Advisors LP611,739$24.6M0.03%−193,922−24.1%Reduced
Bridgewater Associates, LP592,061$23.8M0.13%+592,061New
Deroy & Devereaux Private Investment Counsel Inc590,129$23.7M1.58%+190,727+47.8%Added
Foundry Partners, LLC578,725$23.3M1.40%+108,060+23.0%Added
Teewinot Capital Advisers, L.L.C.574,775$23.1M3.50%−20,203−3.4%Reduced
Harel Insurance Investments & Financial Services Ltd.558,338$22.5M0.39%+160,665+40.4%Added
Cartenna Capital, LP550,000$22.1M2.32%+550,000New
Simplex Trading, LLC534,529$21.5M0.67%+534,529New
Stifel Financial Corp532,947$21.4M0.03%+14,460+2.8%Added
Citigroup Inc510,171$20.5M0.03%+80,201+18.7%Added
National Bank of Canada506,402$20.5M0.04%−66,759−11.6%Reduced
Hosking Partners LLP506,356$20.4M0.86%−180,237−26.3%Reduced
Swiss National Bank501,500$20.2M0.01%−13,800−2.7%Reduced
BNP Paribas Arbitrage, SA486,434$19.6M0.04%+114,802+30.9%Added
Susquehanna International Group, LLP483,229$19.4M0.03%−2,210,428−82.1%Reduced
Payden & Rygel477,100$19.2M1.39%+301,700+172.0%Added