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, Q2 2025
Institutional positions in Delta Air Lines, Inc. as of Jun 30, 2025. 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
- 1,186
- +72 vs. Q1 2025
- Shares held
- 527.7M
- −4.13M (−0.8%) vs. Q1 2025
- Total value
- $26.0B
- +$2.79B (+12.1%) vs. Q1 2025
- New holders
- 189
- 443 more added
- Sold out
- 117
- 387 more reduced
16 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,523 | $54.3B |
| Q1 2026 | 1,345 | $38.6B |
| Q4 2025 | 1,333 | $38.6B |
| Q3 2025 | 1,229 | $30.2B |
| Q2 2025 | 1,186 | $26.0B |
| Q1 2025 | 1,130 | $23.2B |
| Q4 2024 | 1,219 | $32.0B |
| Q3 2024 | 1,087 | $26.0B |
| Q2 2024 | 1,097 | $23.6B |
| Q1 2024 | 1,080 | $23.0B |
| Q4 2023 | 1,072 | $18.0B |
| Q3 2023 | 1,029 | $16.7B |
| Q2 2023 | 1,079 | $21.8B |
| Q1 2023 | 981 | $15.5B |
| Q4 2022 | 975 | $14.3B |
| Q3 2022 | 891 | $12.1B |
| Q2 2022 | 914 | $12.6B |
| Q1 2022 | 983 | $16.5B |
| Q4 2021 | 985 | $15.8B |
| Q3 2021 | 965 | $17.4B |
| Q2 2021 | 968 | $17.7B |
| Q1 2021 | 1,004 | $19.8B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Delta Air Lines, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Verition Fund Management LLC | 677,553 | $33.3M | 0.19% | +380,049+127.7% | Added |
| Man Group plc | 698,310 | $34.3M | 0.07% | −435,873−38.4% | Reduced |
| Principal Financial Group Inc | 717,000 | $35.3M | 0.02% | −11,643−1.6% | Reduced |
| Franklin Resources Inc | 762,106 | $37.5M | 0.01% | +12,057+1.6% | Added |
| J. L. Bainbridge & Co., Inc. | 767,748 | $37.8M | 3.47% | −10,198−1.3% | Reduced |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 793,510 | $39.0M | 1.00% | +448,375+129.9% | Added |
| Macquarie Group Ltd | 796,501 | $39.2M | 0.05% | −11,893−1.5% | Reduced |
| SEI Investments Co | 812,046 | $39.9M | 0.05% | −21,580−2.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 825,916 | $40.6M | 0.03% | +67,002+8.8% | Added |
| Millennium Management LLC | 866,742 | $42.6M | 0.04% | −971,978−52.9% | Reduced |
| Panagora Asset Management Inc | 890,347 | $43.8M | 0.20% | +37,158+4.4% | Added |
| Patient Capital Management, LLC | 899,700 | $44.2M | 2.00% | +131,432+17.1% | Added |
| Price T Rowe Associates Inc | 949,131 | $46.7M | 0.01% | −400,703−29.7% | Reduced |
| Masters Capital Management LLC | 1,000,000 | $49.2M | 9.47% | −91,628−8.4% | Reduced |
| Royal Bank of Canada | 1,013,444 | $49.8M | 0.01% | −453,846−30.9% | Reduced |
| Rockefeller Capital Management L.P. | 1,021,589 | $50.2M | 0.11% | +513,848+101.2% | Added |
| Susquehanna International Group, LLP | 1,030,198 | $50.7M | 0.08% | +291,458+39.5% | Added |
| Rhumbline Advisers | 1,135,221 | $55.8M | 0.05% | −2,928−0.3% | Reduced |
| Deutsche Bank AG | 1,151,192 | $56.6M | 0.02% | −394,124−25.5% | Reduced |
| Interval Partners, LP | 1,221,151 | $60.1M | 1.37% | +1,221,151 | New |
| California Public Employees Retirement System | 1,243,927 | $61.2M | 0.04% | +85,677+7.4% | Added |
| Janus Henderson Group PLC | 1,272,673 | $62.6M | 0.03% | −8,856−0.7% | Reduced |
| Raymond James Financial Inc | 1,297,814 | $63.8M | 0.02% | −310,092−19.3% | Reduced |
| Legal & General Group Plc | 1,349,375 | $66.4M | 0.02% | −28,480−2.1% | Reduced |
| Barclays PLC | 1,358,491 | $66.8M | 0.03% | −289,027−17.5% | Reduced |
| Cambiar Investors LLC | 1,385,501 | $68.1M | 2.87% | +226,234+19.5% | Added |
| Southpoint Capital Advisors LP | 1,400,000 | $68.9M | 1.73% | +300,000+27.3% | Added |
| Bank of Montreal | 1,526,096 | $75.1M | 0.04% | −28,653−1.8% | Reduced |
| Alliancebernstein L.P. | 1,532,988 | $75.4M | 0.02% | −143,323−8.5% | Reduced |
| Lansdowne Partners (UK) LLP | 1,553,889 | $76.4M | 9.93% | −471,110−23.3% | Reduced |
| Great Lakes Advisors, LLC | 1,632,069 | $81.7M | 0.68% | −146,933−8.3% | Reduced |
| American Century Companies Inc | 1,664,829 | $81.9M | 0.04% | +364,313+28.0% | Added |
| Amundi | 1,669,559 | $83.7M | 0.03% | −1,396−0.1% | Reduced |
| Slate Path Capital LP | 1,762,898 | $86.7M | 1.49% | −126,400−6.7% | Reduced |
| U S Global Investors Inc | 1,766,167 | $86.9M | 10.23% | −34,078−1.9% | Reduced |
| Point72 Asset Management, L.P. | 1,816,288 | $89.3M | 0.21% | +1,816,288 | New |
| UBS Asset Management Americas Inc | 1,857,503 | $91.4M | 0.02% | +334,178+21.9% | Added |
| Candlestick Capital Management LP | 1,876,674 | $92.3M | 3.06% | +560,288+42.6% | Added |
| BNP Paribas Arbitrage, SA | 1,884,492 | $92.7M | 0.07% | +42,264+2.3% | Added |
| Douglas Lane & Associates, LLC | 1,966,588 | $96.7M | 1.40% | −108,993−5.3% | Reduced |
| Brandywine Global Investment Management, LLC | 2,026,891 | $99.7M | 0.70% | +60,137+3.1% | Added |
| Silvercrest Asset Management Group LLC | 2,029,934 | $99.8M | 0.67% | +2,483+0.1% | Added |
| HSBC Holdings PLC | 2,121,671 | $104.4M | 0.07% | −420,017−16.5% | Reduced |
| Qube Research & Technologies Ltd | 2,139,753 | $105.2M | 0.15% | −6,287,993−74.6% | Reduced |
| Allianz Asset Management GmbH | 2,241,101 | $110.2M | 0.15% | +227,283+11.3% | Added |
| Bristol John W & Co Inc | 2,391,868 | $117.6M | 1.91% | +579,099+31.9% | Added |
| Thrivent Financial for Lutherans | 2,407,585 | $118.4M | 0.26% | +685,312+39.8% | Added |
| Russell Investments Group, Ltd. | 2,607,781 | $128.3M | 0.16% | −131,081−4.8% | Reduced |
| Victory Capital Management Inc | 3,008,241 | $147.9M | 0.10% | +59,414+2.0% | Added |
| Goldman Sachs Group Inc | 3,069,897 | $151.0M | 0.02% | −1,982,795−39.2% | Reduced |
| Nuveen, LLC | 3,093,314 | $152.1M | 0.04% | +275,676+9.8% | Added |
| Ninety One UK Ltd | 3,124,368 | $153.7M | 0.36% | −184,652−5.6% | Reduced |
| Neuberger Berman Group LLC | 3,125,923 | $153.7M | 0.12% | +80,994+2.7% | Added |
| Bank of America Corp | 3,195,059 | $157.1M | 0.01% | −150,356−4.5% | Reduced |
| Ameriprise Financial Inc | 3,318,048 | $163.2M | 0.04% | −914,926−21.6% | Reduced |
| LSV Asset Management | 3,405,039 | $167.5M | 0.39% | +48,997+1.5% | Added |
| Massachusetts Financial Services Co | 3,451,418 | $169.7M | 0.05% | +164,706+5.0% | Added |
| Par Capital Management Inc | 3,564,000 | $175.3M | 5.73% | 00.0% | Unchanged |
| Wellington Management Group LLP | 3,759,039 | $184.9M | 0.03% | −142,094−3.6% | Reduced |
| Charles Schwab Investment Management Inc | 3,799,141 | $186.8M | 0.03% | +108,780+2.9% | Added |
| UBS Group AG | 3,952,977 | $194.4M | 0.04% | −286,855−6.8% | Reduced |
| Pacer Advisors, Inc. | 4,096,984 | $201.5M | 0.51% | −239,725−5.5% | Reduced |
| Pzena Investment Management LLC | 4,312,417 | $212.1M | 0.69% | +80,805+1.9% | Added |
| Gallagher Fiduciary Advisors, LLC | 4,424,325 | $217.6M | 8.42% | −115,798−2.6% | Reduced |
| Northern Trust Corp | 5,170,625 | $254.3M | 0.03% | +68,072+1.3% | Added |
| GMT Capital Corp | 5,515,100 | $271.2M | 11.35% | +163,500+3.1% | Added |
| Citadel Advisors LLC | 5,878,176 | $289.1M | 0.25% | +3,951,563+205.1% | Added |
| AQR Capital Management LLC | 6,012,856 | $295.7M | 0.24% | +48,974+0.8% | Added |
| Bank of New York Mellon Corp | 6,214,853 | $305.6M | 0.06% | +299,308+5.1% | Added |
| Invesco Ltd. | 6,771,077 | $333.0M | 0.06% | −471,775−6.5% | Reduced |
| JPMorgan Chase & Co | 6,790,955 | $334.0M | 0.02% | −1,140,440−14.4% | Reduced |
| Capital World Investors | 9,099,603 | $447.5M | 0.07% | −9,212,662−50.3% | Reduced |
| Newport Trust Co | 9,216,343 | $453.3M | 1.09% | 00.0% | Unchanged |
| FMR LLC | 9,969,568 | $490.3M | 0.03% | +2,697,283+37.1% | Added |
| Dimensional Fund Advisors LP | 11,413,883 | $561.4M | 0.13% | +535,938+4.9% | Added |
| Morgan Stanley | 13,059,260 | $642.3M | 0.04% | +506,736+4.0% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 14,048,629 | $690.9M | 1.12% | +2,756,447+24.4% | Added |
| Geode Capital Management, LLC | 16,757,932 | $822.1M | 0.06% | +527,570+3.3% | Added |
| Primecap Management Co | 20,193,832 | $993.1M | 0.79% | −1,213,815−5.7% | Reduced |
| State Street Corp | 23,059,848 | $1.13B | 0.04% | +581,421+2.6% | Added |
| Capital International Investors | 24,939,948 | $1.23B | 0.21% | +7,741,493+45.0% | Added |
| Sanders Capital, LLC | 30,368,851 | $1.49B | 2.01% | −323,088−1.1% | Reduced |
| BlackRock, Inc. | 46,068,929 | $2.27B | 0.04% | −619,145−1.3% | Reduced |
| Vanguard Group Inc | 74,572,577 | $3.67B | 0.06% | +1,648,071+2.3% | Added |
| SRS Capital Advisors, Inc. | 2,403 | – | – | +2,027+539.1% | Added |
| Soundwatch Capital LLC | 5,173 | – | – | +5,173 | New |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −1,602,890−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −957,300−100.0% | Sold out |
| Castle Hook Partners LP | 0 | $0 | 0.00% | −678,587−100.0% | Sold out |
| Capital Research Global Investors | 0 | $0 | 0.00% | −631,987−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −478,640−100.0% | Sold out |
| Park West Asset Management LLC | 0 | $0 | 0.00% | −433,500−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −406,800−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −287,428−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −214,000−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −211,099−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −210,913−100.0% | Sold out |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −166,878−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −164,971−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −162,432−100.0% | Sold out |