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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 $54.3B 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: 1,004 institutionsQ2 2021: 968 institutionsQ3 2021: 965 institutionsQ4 2021: 985 institutionsQ1 2022: 983 institutionsQ2 2022: 914 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: 1,219 institutionsQ1 2025: 1,130 institutionsQ2 2025: 1,186 institutionsQ3 2025: 1,229 institutionsQ4 2025: 1,333 institutionsQ1 2026: 1,345 institutionsQ2 2026: 1,523 institutions
Value heldQ4 2023: $18.0B
Q1 2021: $19.8BQ2 2021: $17.7BQ3 2021: $17.4BQ4 2021: $15.8BQ1 2022: $16.5BQ2 2022: $12.6BQ3 2022: $12.1BQ4 2022: $14.3BQ1 2023: $15.5BQ2 2023: $21.8BQ3 2023: $16.7BQ4 2023: $18.0BQ1 2024: $23.0BQ2 2024: $23.6BQ3 2024: $26.0BQ4 2024: $32.0BQ1 2025: $23.2BQ2 2025: $26.0BQ3 2025: $30.2BQ4 2025: $38.6BQ1 2026: $38.6BQ2 2026: $54.3B
Institutions holding DAL and their total value by quarter
QuarterHoldersValue
Q2 20261,523$54.3B
Q1 20261,345$38.6B
Q4 20251,333$38.6B
Q3 20251,229$30.2B
Q2 20251,186$26.0B
Q1 20251,130$23.2B
Q4 20241,219$32.0B
Q3 20241,087$26.0B
Q2 20241,097$23.6B
Q1 20241,080$23.0B
Q4 20231,072$18.0B
Q3 20231,029$16.7B
Q2 20231,079$21.8B
Q1 2023981$15.5B
Q4 2022975$14.3B
Q3 2022891$12.1B
Q2 2022914$12.6B
Q1 2022983$16.5B
Q4 2021985$15.8B
Q3 2021965$17.4B
Q2 2021968$17.7B
Q1 20211,004$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
AQR Capital Management LLC807,409$32.5M0.06%−274,883−25.4%Reduced
Scout Investments, Inc.815,914$32.8M0.82%−153,041−15.8%Reduced
Price T Rowe Associates Inc864,039$34.8M0.00%−482,111−35.8%Reduced
UBS Asset Management Americas Inc930,465$37.4M0.01%−460.0%Reduced
Rockefeller Capital Management L.P.972,389$39.1M0.13%+520,105+115.0%Added
Victory Capital Management Inc978,670$39.4M0.04%+16,230+1.7%Added
Masters Capital Management LLC1,000,000$40.2M7.07%+100,000+11.1%Added
Lansdowne Partners (UK) LLP1,022,439$41.1M3.02%−24,778−2.4%Reduced
Amundi989,192$41.9M0.02%−593,991−37.5%Reduced
Federated Hermes, Inc.1,049,317$42.2M0.10%−87,079−7.7%Reduced
Jane Street Group, LLC1,123,019$45.2M0.05%+437,265+63.8%Added
Wells Fargo & Company1,127,607$45.4M0.01%+73,936+7.0%Added
HSBC Holdings PLC1,128,029$45.5M0.04%−22,879−2.0%Reduced
Rhumbline Advisers1,132,546$45.6M0.05%−17,338−1.5%Reduced
California Public Employees Retirement System1,157,625$46.6M0.04%−41,931−3.5%Reduced
Citadel Advisors LLC1,247,485$50.2M0.05%−5,633,395−81.9%Reduced
Russell Investments Group, Ltd.1,268,313$51.0M0.09%+6,827+0.5%Added
Barclays PLC1,275,162$51.3M0.03%+111,712+9.6%Added
Legal & General Group Plc1,351,422$54.4M0.02%−19,267−1.4%Reduced
Millennium Management LLC1,395,217$56.1M0.05%−815,150−36.9%Reduced
Franklin Resources Inc1,440,744$58.0M0.03%+39,190+2.8%Added
Marshall Wace, LLP1,483,506$59.7M0.11%−108,585−6.8%Reduced
Ameriprise Financial Inc1,537,214$61.6M0.02%+533,196+53.1%Added
Point72 Asset Management, L.P.1,546,164$62.2M0.19%+1,352,120+696.8%Added
Silvercrest Asset Management Group LLC1,560,587$62.8M0.44%+124,436+8.7%Added
Royal Bank of Canada1,615,602$65.0M0.02%+374,073+30.1%Added
Norges Bank1,617,100$65.1M0.01%+233,750+16.9%Added
Thrivent Financial for Lutherans1,801,391$72.5M0.16%−12,876−0.7%Reduced
D. E. Shaw & Co., Inc.1,817,327$73.1M0.11%+1,128,626+163.9%Added
Alliancebernstein L.P.1,837,795$73.9M0.03%+91,307+5.2%Added
Goldman Sachs Group Inc1,850,576$74.4M0.02%−535,548−22.4%Reduced
Jupiter Asset Management Ltd1,853,645$74.6M0.74%+613,498+49.5%Added
UBS Group AG1,893,706$76.2M0.03%−182,634−8.8%Reduced
Patient Capital Management, LLC1,913,428$77.0M4.08%+87,939+4.8%Added
Bristol John W & Co Inc1,958,646$78.8M1.45%−96,076−4.7%Reduced
Renaissance Technologies LLC2,042,520$82.2M0.13%−6,144,100−75.1%Reduced
Balyasny Asset Management LLC2,101,863$84.6M0.23%+1,919,286+1,051.2%Added
Brandywine Global Investment Management, LLC2,286,442$92.0M0.74%+395,948+20.9%Added
Bank of America Corp2,302,627$92.6M0.01%−860,266−27.2%Reduced
Bank of Montreal2,351,978$95.6M0.05%−1,155,086−32.9%Reduced
Douglas Lane & Associates, LLC2,414,649$97.1M1.50%−44,834−1.8%Reduced
Prudential Financial Inc2,601,108$104.3M0.16%+1,869,331+255.5%Added
Neuberger Berman Group LLC2,607,698$104.9M0.09%+63,085+2.5%Added
Jennison Associates LLC2,618,627$105.3M0.08%+1,550,770+145.2%Added
Massachusetts Financial Services Co2,837,190$114.1M0.04%−33,160−1.2%Reduced
LSV Asset Management3,320,447$133.6M0.29%+65,463+2.0%Added
Charles Schwab Investment Management Inc3,342,501$134.5M0.03%+40,566+1.2%Added
Bank of New York Mellon Corp3,649,720$146.8M0.03%−4,626−0.1%Reduced
JPMorgan Chase & Co3,765,448$151.5M0.02%−243,279−6.1%Reduced
Nuveen Asset Management, LLC3,995,179$160.7M0.05%+19,176+0.5%Added
Holocene Advisors, LP4,283,085$172.3M0.68%+4,283,085New
Invesco Ltd.4,313,661$173.5M0.04%−500,187−10.4%Reduced
U S Global Investors Inc4,434,509$178.4M12.00%+773,636+21.1%Added
Par Capital Management Inc4,455,000$179.2M5.89%−45,000−1.0%Reduced
Northern Trust Corp4,906,652$197.4M0.04%−59,678−1.2%Reduced
Gallagher Fiduciary Advisors, LLC5,477,568$220.4M7.57%−155,919−2.8%Reduced
Royal London Asset Management Ltd6,467,749$260.2M0.74%+1,376,221+27.0%Added
GMT Capital Corp6,798,000$273.5M10.30%+347,500+5.4%Added
FMR LLC7,388,748$297.2M0.02%−2,338,290−24.0%Reduced
Dimensional Fund Advisors LP8,374,052$336.9M0.10%+826,232+10.9%Added
Wellington Management Group LLP8,600,741$346.0M0.06%+5,914,301+220.2%Added
Newport Trust Co10,425,433$419.4M1.12%00.0%Unchanged
Morgan Stanley12,007,941$483.1M0.04%+1,168,819+10.8%Added
Geode Capital Management, LLC14,163,583$568.8M0.06%+356,872+2.6%Added
Capital World Investors14,981,124$602.7M0.11%+79,818+0.5%Added
Capital International Investors20,936,699$842.3M0.19%+1,689,053+8.8%Added
State Street Corp22,164,902$891.7M0.04%+413,175+1.9%Added
Primecap Management Co22,199,858$893.1M0.71%−49,910−0.2%Reduced
BlackRock Inc.40,002,925$1.61B0.04%+2,241,654+5.9%Added
Vanguard Group Inc71,975,018$2.90B0.06%−124,897−0.2%Reduced
Transamerica Financial Advisors, Inc.7––00.0%Unchanged
Columbia Asset Management10,511––+41+0.4%Added
Activest Wealth Management0$00.00%−100−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−1,255,533−100.0%Sold out
Capital Fund Management S.A.0$00.00%−610,710−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−610,019−100.0%Sold out
J. Goldman & Co LP0$00.00%−567,490−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−473,809−100.0%Sold out
Country Trust Bank0$00.00%−467,290−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−445,300−100.0%Sold out
Cooper Creek Partners Management LLC0$00.00%−403,933−100.0%Sold out
Worldquant Millennium Advisors LLC0$00.00%−325,675−100.0%Sold out
Cantor Fitzgerald, L. P.0$00.00%−288,051−100.0%Sold out
Money Concepts Capital Corp0$00.00%−243,897−100.0%Sold out
Ardsley Advisory Partners LP0$00.00%−200,000−100.0%Sold out
FORA Capital, LLC0$00.00%−198,438−100.0%Sold out
Teza Capital Management LLC0$00.00%−175,909−100.0%Sold out
Pinebridge Investments, L.P.0$00.00%−173,209−100.0%Sold out
Lodge Hill Capital, LLC0$00.00%−150,000−100.0%Sold out
Cinctive Capital Management LP0$00.00%−146,348−100.0%Sold out
Capital Markets Trading UK LLP0$00.00%−118,798−100.0%Sold out
Magnetar Financial LLC0$00.00%−79,448−100.0%Sold out
Ilmarinen Mutual Pension Insurance Co0$00.00%−75,000−100.0%Sold out
Maven Securities LTD0$00.00%−60,842−100.0%Sold out
AMF Pensionsforsakring AB0$00.00%−56,210−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−55,081−100.0%Sold out
ISAM Funds (UK) Ltd0$00.00%−53,814−100.0%Sold out
Eagle Asset Management Inc0$00.00%−51,727−100.0%Sold out
RWM Asset Management, LLC0$00.00%−50,316−100.0%Sold out
La Banque Postale Asset Management SA0$00.00%−44,780−100.0%Sold out