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, Q3 2025
Institutional positions in Delta Air Lines, Inc. as of Sep 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
- 1,229
- +61 vs. Q2 2025
- Shares held
- 532.3M
- +5.59M (+1.1%) vs. Q2 2025
- Total value
- $30.2B
- +$4.32B (+16.7%) vs. Q2 2025
- New holders
- 170
- 464 more added
- Sold out
- 109
- 388 more reduced
18 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Delta Air Lines, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 327,833 | $18.6M | 0.27% | +325,430+13,542.7% | Added |
| Tudor Investment Corp Et Al | 327,841 | $18.6M | 0.12% | +327,841 | New |
| Chevy Chase Trust Holdings, Inc. | 341,023 | $19.4M | 0.05% | −13,865−3.9% | Reduced |
| Commonwealth Equity Services, LLC | 345,237 | $19.6M | 0.03% | −16,685−4.6% | Reduced |
| Advisor Group Holdings, Inc. | 336,707 | $19.7M | 0.03% | +123,682+58.1% | Added |
| National Bank of Canada | 350,162 | $19.9M | 0.02% | −129,115−26.9% | Reduced |
| New York State Common Retirement Fund | 358,555 | $20.3M | 0.03% | +12,630+3.7% | Added |
| Federated Hermes, Inc. | 358,870 | $20.4M | 0.04% | +25,507+7.7% | Added |
| D. E. Shaw & Co., Inc. | 363,281 | $20.6M | 0.02% | −50,431−12.2% | Reduced |
| Calamos Advisors LLC | 367,175 | $20.8M | 0.08% | +1,930+0.5% | Added |
| Hallmark Capital Management Inc | 371,257 | $21.1M | 1.39% | +371,257 | New |
| Manufacturers Life Insurance Company, The | 372,503 | $21.1M | 0.02% | +7,883+2.2% | Added |
| Cerity Partners LLC | 374,613 | $21.3M | 0.03% | +8,818+2.4% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 384,082 | $21.8M | 0.04% | −48,715−11.3% | Reduced |
| Waycross Partners, LLC | 391,090 | $22.2M | 1.91% | +8,602+2.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 396,189 | $22.5M | 0.20% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 401,520 | $22.8M | 0.01% | +2,002+0.5% | Added |
| Rockefeller Capital Management L.P. | 406,124 | $23.0M | 0.05% | −615,465−60.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 418,912 | $23.8M | 0.70% | −55,401−11.7% | Reduced |
| Prudential Financial Inc | 432,043 | $24.5M | 0.03% | +52,623+13.9% | Added |
| Fred Alger Management, LLC | 439,286 | $24.9M | 0.10% | +34,206+8.4% | Added |
| Treasurer of the State of North Carolina | 444,434 | $25.2M | 0.08% | −11,551−2.5% | Reduced |
| TD Asset Management Inc | 457,796 | $26.0M | 0.02% | +56,365+14.0% | Added |
| Public Employees Retirement System of Ohio | 461,344 | $26.2M | 0.08% | +92,519+25.1% | Added |
| Appaloosa LPSuperinvestorAppaloosa | 462,500 | $26.2M | 0.36% | −87,500−15.9% | Reduced |
| Swiss National Bank | 470,500 | $26.7M | 0.02% | −23,600−4.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 471,266 | $26.7M | 0.02% | −2,211−0.5% | Reduced |
| Cooper Creek Partners Management LLC | 472,778 | $26.8M | 1.00% | +123,100+35.2% | Added |
| SRS Investment Management, LLC | 489,675 | $27.8M | 0.30% | +489,675 | New |
| Quantinno Capital Management LP | 498,573 | $28.3M | 0.08% | +228,357+84.5% | Added |
| Capital International Inc | 499,446 | $28.3M | 0.23% | +815+0.2% | Added |
| Two Sigma Investments, LP | 507,325 | $28.8M | 0.04% | +378,919+295.1% | Added |
| J. L. Bainbridge & Co., Inc. | 509,256 | $28.9M | 2.44% | −258,492−33.7% | Reduced |
| Hosking Partners LLP | 515,811 | $29.3M | 1.06% | −8,033−1.5% | Reduced |
| CSM Advisors, LLC | 523,502 | $29.7M | 0.83% | +60,680+13.1% | Added |
| Ieq Capital, LLC | 532,698 | $30.2M | 0.09% | +62,045+13.2% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 536,152 | $30.4M | 1.52% | −6,143−1.1% | Reduced |
| State Board of Administration of Florida Retirement System | 551,947 | $31.3M | 0.05% | −31,114−5.3% | Reduced |
| Retirement Systems of Alabama | 579,414 | $32.9M | 0.11% | −1,750−0.3% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 589,953 | $33.5M | 0.53% | 00.0% | Unchanged |
| LPL Financial LLC | 592,195 | $33.6M | 0.01% | −31,305−5.0% | Reduced |
| New York State Teachers Retirement System | 614,114 | $34.9M | 0.07% | +2360.0% | Added |
| Cubist Systematic Strategies, LLC | 623,982 | $35.4M | 0.50% | +121,259+24.1% | Added |
| Gotham Asset Management, LLC | 659,065 | $37.4M | 0.16% | +244,815+59.1% | Added |
| Principal Financial Group Inc | 703,105 | $39.9M | 0.02% | −13,895−1.9% | Reduced |
| Los Angeles Capital Management LLC | 723,099 | $41.0M | 0.14% | +660,731+1,059.4% | Added |
| Franklin Resources Inc | 751,481 | $42.6M | 0.01% | −10,625−1.4% | Reduced |
| Macquarie Group Ltd | 769,355 | $43.7M | 0.05% | −27,146−3.4% | Reduced |
| Susquehanna International Group, LLP | 794,260 | $45.1M | 0.07% | −235,938−22.9% | Reduced |
| SEI Investments Co | 831,278 | $47.2M | 0.05% | +19,232+2.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 854,090 | $48.5M | 0.03% | +28,174+3.4% | Added |
| Patient Capital Management, LLC | 861,298 | $48.9M | 1.96% | −38,402−4.3% | Reduced |
| Wells Fargo & Company | 874,666 | $49.6M | 0.01% | +276,035+46.1% | Added |
| Teewinot Capital Advisers, L.L.C. | 883,264 | $50.1M | 3.90% | +883,264 | New |
| Ceredex Value Advisors LLC | 911,136 | $51.7M | 1.20% | +362,329+66.0% | Added |
| Price T Rowe Associates Inc | 949,386 | $53.9M | 0.01% | +2550.0% | Added |
| Cambiar Investors LLC | 957,723 | $54.4M | 2.47% | −427,778−30.9% | Reduced |
| Masters Capital Management LLC | 1,000,000 | $56.8M | 9.12% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,112,694 | $63.1M | 0.05% | −771,798−41.0% | Reduced |
| Rhumbline Advisers | 1,113,380 | $63.2M | 0.05% | −21,841−1.9% | Reduced |
| Janus Henderson Group PLC | 1,125,975 | $63.9M | 0.03% | −146,698−11.5% | Reduced |
| Amundi | 1,111,002 | $64.7M | 0.02% | −558,557−33.5% | Reduced |
| Deutsche Bank AG | 1,151,336 | $65.3M | 0.02% | +1440.0% | Added |
| Citigroup Inc | 1,163,566 | $66.0M | 0.05% | +517,333+80.1% | Added |
| Point72 Asset Management, L.P. | 1,200,295 | $68.1M | 0.15% | −615,993−33.9% | Reduced |
| Marshall Wace, LLP | 1,263,320 | $71.7M | 0.08% | +1,255,495+16,044.7% | Added |
| California Public Employees Retirement System | 1,281,579 | $72.7M | 0.04% | +37,652+3.0% | Added |
| U S Global Investors Inc | 1,361,033 | $77.2M | 8.75% | −405,134−22.9% | Reduced |
| Panagora Asset Management Inc | 1,375,555 | $78.1M | 0.31% | +485,208+54.5% | Added |
| Legal & General Group Plc | 1,379,612 | $78.3M | 0.02% | +30,237+2.2% | Added |
| Interval Partners, LP | 1,407,346 | $79.9M | 1.71% | +186,195+15.2% | Added |
| Qube Research & Technologies Ltd | 1,418,135 | $80.5M | 0.11% | −721,618−33.7% | Reduced |
| Barclays PLC | 1,477,865 | $83.9M | 0.03% | +119,374+8.8% | Added |
| Alliancebernstein L.P. | 1,553,451 | $88.2M | 0.03% | +20,463+1.3% | Added |
| Adage Capital Partners GP, L.L.C. | 1,647,229 | $93.5M | 0.15% | +1,019,218+162.3% | Added |
| UBS Asset Management Americas Inc | 1,652,107 | $93.8M | 0.02% | −205,396−11.1% | Reduced |
| Great Lakes Advisors, LLC | 1,732,220 | $98.3M | 0.82% | +100,151+6.1% | Added |
| Slate Path Capital LP | 1,734,648 | $98.4M | 1.52% | −28,250−1.6% | Reduced |
| Douglas Lane & Associates, LLC | 1,780,527 | $101.0M | 1.41% | −186,061−9.5% | Reduced |
| Bank of Montreal | 1,804,640 | $102.4M | 0.04% | +278,544+18.3% | Added |
| American Century Companies Inc | 1,821,878 | $103.4M | 0.05% | +157,049+9.4% | Added |
| Ameriprise Financial Inc | 1,906,743 | $108.2M | 0.02% | −1,411,305−42.5% | Reduced |
| Raymond James Financial Inc | 1,949,973 | $110.7M | 0.04% | +652,159+50.3% | Added |
| HSBC Holdings PLC | 1,953,060 | $110.7M | 0.07% | −168,611−7.9% | Reduced |
| Brandywine Global Investment Management, LLC | 1,950,752 | $110.7M | 0.76% | −76,139−3.8% | Reduced |
| Southpoint Capital Advisors LP | 2,200,000 | $124.8M | 3.27% | +800,000+57.1% | Added |
| Candlestick Capital Management LP | 2,264,991 | $128.5M | 4.99% | +388,317+20.7% | Added |
| Lansdowne Partners (UK) LLP | 2,284,257 | $129.6M | 10.94% | +730,368+47.0% | Added |
| Royal Bank of Canada | 2,315,583 | $131.4M | 0.02% | +1,302,139+128.5% | Added |
| Bristol John W & Co Inc | 2,346,961 | $133.2M | 2.10% | −44,907−1.9% | Reduced |
| Millennium Management LLC | 2,430,562 | $137.9M | 0.11% | +1,563,820+180.4% | Added |
| Thrivent Financial for Lutherans | 2,642,758 | $150.0M | 0.30% | +235,173+9.8% | Added |
| Russell Investments Group, Ltd. | 2,655,412 | $150.7M | 0.17% | +47,631+1.8% | Added |
| Allianz Asset Management GmbH | 2,791,581 | $158.4M | 0.19% | +550,480+24.6% | Added |
| Bank of America Corp | 2,847,705 | $161.6M | 0.01% | −347,354−10.9% | Reduced |
| Victory Capital Management Inc | 2,943,348 | $167.0M | 0.10% | −64,893−2.2% | Reduced |
| Nuveen, LLC | 3,028,406 | $171.9M | 0.05% | −64,908−2.1% | Reduced |
| Massachusetts Financial Services Co | 3,408,321 | $193.4M | 0.06% | −43,097−1.2% | Reduced |
| Neuberger Berman Group LLC | 3,426,935 | $194.5M | 0.14% | +301,012+9.6% | Added |
| LSV Asset Management | 3,447,917 | $195.7M | 0.43% | +42,878+1.3% | Added |