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 2025
Institutional positions in Delta Air Lines, Inc. as of Dec 31, 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
- 1,333
- +134 vs. Q3 2025
- Shares held
- 555.8M
- +25.4M (+4.8%) vs. Q3 2025
- Total value
- $38.6B
- +$8.44B (+28.0%) vs. Q3 2025
- New holders
- 239
- 495 more added
- Sold out
- 105
- 388 more reduced
30 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | $54.7B |
| Q1 2026 | 1,345 | $38.6B |
| Q4 2025 | 1,333 | $38.7B |
| Q3 2025 | 1,229 | $30.9B |
| Q2 2025 | 1,186 | $26.1B |
| Q1 2025 | 1,129 | $23.3B |
| Q4 2024 | 1,218 | $32.0B |
| Q3 2024 | 1,087 | $26.2B |
| Q2 2024 | 1,097 | $23.9B |
| Q1 2024 | 1,080 | $24.5B |
| Q4 2023 | 1,072 | $18.6B |
| Q3 2023 | 1,029 | $16.7B |
| Q2 2023 | 1,079 | $21.9B |
| Q1 2023 | 981 | $16.2B |
| Q4 2022 | 975 | $15.0B |
| Q3 2022 | 891 | $12.1B |
| Q2 2022 | 913 | $12.6B |
| Q1 2022 | 982 | $16.5B |
| Q4 2021 | 984 | $15.9B |
| Q3 2021 | 964 | $17.4B |
| Q2 2021 | 966 | $17.7B |
| Q1 2021 | 1,001 | $19.8B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Delta Air Lines, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 74,552,264 | $5.17B | 0.08% | +181,381+0.2% | Added |
| BlackRock, Inc. | 44,725,086 | $3.10B | 0.05% | −322,109−0.7% | Reduced |
| Sanders Capital, LLC | 29,577,814 | $2.05B | 2.36% | +52,573+0.2% | Added |
| FMR LLC | 27,410,817 | $1.90B | 0.10% | +7,837,000+40.0% | Added |
| Capital International Investors | 24,211,101 | $1.68B | 0.26% | +1,012,265+4.4% | Added |
| State Street Corp | 23,163,644 | $1.61B | 0.05% | +165,729+0.7% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 19,666,515 | $1.36B | 1.73% | +6,144,645+45.4% | Added |
| Primecap Management Co | 17,594,127 | $1.22B | 0.92% | −699,860−3.8% | Reduced |
| Geode Capital Management, LLC | 17,413,841 | $1.22B | 0.08% | +202,865+1.2% | Added |
| Wellington Management Group LLP | 13,811,787 | $958.5M | 0.17% | +7,994,004+137.4% | Added |
| Morgan Stanley | 12,310,804 | $854.4M | 0.05% | +56,455+0.5% | Added |
| Dimensional Fund Advisors LP | 10,098,982 | $700.8M | 0.15% | −234,315−2.3% | Reduced |
| Bank of New York Mellon Corp | 9,496,296 | $659.0M | 0.12% | +1,834,385+23.9% | Added |
| Capital World Investors | 8,395,096 | $582.6M | 0.08% | +46,341+0.6% | Added |
| Newport Trust Co | 8,216,343 | $570.2M | 1.36% | −1,000,000−10.9% | Reduced |
| Life Cycle Investment Partners Ltd | 6,794,403 | $471.5M | 3.30% | +6,794,403 | New |
| AQR Capital Management LLC | 6,155,776 | $426.4M | 0.22% | +1,890,521+44.3% | Added |
| JPMorgan Chase & Co | 6,113,739 | $424.3M | 0.03% | −1,487,299−19.6% | Reduced |
| Invesco Ltd. | 5,039,174 | $349.7M | 0.03% | −556,325−9.9% | Reduced |
| Northern Trust Corp | 5,015,732 | $348.1M | 0.04% | −94,251−1.8% | Reduced |
| GMT Capital Corp | 4,459,100 | $309.5M | 16.13% | −450,500−9.2% | Reduced |
| Allianz Asset Management GmbH | 4,327,719 | $300.3M | 0.34% | +1,536,138+55.0% | Added |
| Goldman Sachs Group Inc | 4,164,696 | $289.0M | 0.04% | +136,677+3.4% | Added |
| Nuveen, LLC | 4,084,386 | $283.5M | 0.07% | +1,055,980+34.9% | Added |
| Gallagher Fiduciary Advisors, LLC | 4,041,390 | $280.5M | 9.08% | −256,357−6.0% | Reduced |
| Charles Schwab Investment Management Inc | 3,842,923 | $266.7M | 0.04% | +53,548+1.4% | Added |
| Par Capital Management Inc | 3,574,210 | $248.1M | 6.58% | 00.0% | Unchanged |
| Ninety One UK Ltd | 3,504,661 | $243.2M | 0.52% | −356,049−9.2% | Reduced |
| LSV Asset Management | 3,331,717 | $231.2M | 0.50% | −116,200−3.4% | Reduced |
| Bank of America Corp | 3,157,844 | $219.2M | 0.02% | +310,139+10.9% | Added |
| Massachusetts Financial Services Co | 3,105,924 | $215.6M | 0.07% | −302,397−8.9% | Reduced |
| Victory Capital Management Inc | 3,096,727 | $214.9M | 0.12% | +153,379+5.2% | Added |
| Pzena Investment Management LLC | 2,982,793 | $207.0M | 0.62% | −1,247,625−29.5% | Reduced |
| Slate Path Capital LP | 2,927,048 | $203.1M | 2.74% | +1,192,400+68.7% | Added |
| Ameriprise Financial Inc | 2,886,089 | $200.3M | 0.05% | +979,346+51.4% | Added |
| UBS Group AG | 2,799,137 | $194.3M | 0.04% | −752,731−21.2% | Reduced |
| Neuberger Berman Group LLC | 2,784,103 | $193.2M | 0.14% | −642,832−18.8% | Reduced |
| Russell Investments Group, Ltd. | 2,779,679 | $192.9M | 0.21% | +124,267+4.7% | Added |
| Pacer Advisors, Inc. | 2,673,400 | $185.5M | 0.48% | +2,514,193+1,579.2% | Added |
| Thrivent Financial for Lutherans | 2,641,993 | $183.4M | 0.33% | −7650.0% | Reduced |
| Lansdowne Partners (UK) LLP | 2,414,408 | $167.6M | 12.29% | +130,151+5.7% | Added |
| Bristol John W & Co Inc | 2,303,755 | $159.9M | 2.46% | −43,206−1.8% | Reduced |
| Amundi | 2,144,668 | $148.8M | 0.04% | +1,033,666+93.0% | Added |
| Jane Street Group, LLC | 2,042,846 | $141.8M | 0.17% | −1,519,960−42.7% | Reduced |
| American Century Companies Inc | 1,954,351 | $135.6M | 0.07% | +132,473+7.3% | Added |
| Bank of Montreal | 1,935,920 | $134.4M | 0.05% | +131,280+7.3% | Added |
| Raymond James Financial Inc | 1,849,009 | $128.3M | 0.04% | −100,964−5.2% | Reduced |
| Brandywine Global Investment Management, LLC | 1,838,051 | $127.6M | 0.86% | −112,701−5.8% | Reduced |
| Citigroup Inc | 1,809,976 | $125.6M | 0.09% | +646,410+55.6% | Added |
| Panagora Asset Management Inc | 1,804,005 | $125.2M | 0.44% | +428,450+31.1% | Added |
| Silvercrest Asset Management Group LLC | 1,793,145 | $124.4M | 0.86% | +1,793,145 | New |
| Holocene Advisors, LP | 1,741,768 | $120.9M | 0.25% | +1,741,768 | New |
| Great Lakes Advisors, LLC | 1,717,488 | $119.2M | 0.97% | −14,732−0.9% | Reduced |
| Douglas Lane & Associates, LLC | 1,659,202 | $115.1M | 1.58% | −121,325−6.8% | Reduced |
| HSBC Holdings PLC | 1,648,277 | $114.4M | 0.07% | −304,783−15.6% | Reduced |
| Royal Bank of Canada | 1,603,545 | $111.3M | 0.02% | −712,038−30.7% | Reduced |
| UBS Asset Management Americas Inc | 1,584,611 | $110.0M | 0.02% | −67,496−4.1% | Reduced |
| Alliancebernstein L.P. | 1,553,655 | $107.8M | 0.03% | +2040.0% | Added |
| Southpoint Capital Advisors LP | 1,500,000 | $104.1M | 2.42% | −700,000−31.8% | Reduced |
| Legal & General Group Plc | 1,350,966 | $93.8M | 0.02% | −28,646−2.1% | Reduced |
| River Road Asset Management, LLC | 1,288,956 | $89.5M | 0.98% | +995,685+339.5% | Added |
| California Public Employees Retirement System | 1,278,307 | $88.7M | 0.05% | −3,272−0.3% | Reduced |
| Los Angeles Capital Management LLC | 1,547,251 | $88.4M | 0.30% | +824,152+114.0% | Added |
| Norges Bank | 1,252,605 | $86.9M | 0.01% | +1,252,605 | New |
| U S Global Investors Inc | 1,216,731 | $84.4M | 9.04% | −144,302−10.6% | Reduced |
| Susquehanna International Group, LLP | 1,215,263 | $84.3M | 0.12% | +421,003+53.0% | Added |
| Deutsche Bank AG | 1,213,981 | $84.3M | 0.03% | +62,645+5.4% | Added |
| BNP Paribas Arbitrage, SA | 1,135,929 | $78.8M | 0.05% | +23,235+2.1% | Added |
| Quantinno Capital Management LP | 1,109,672 | $77.0M | 0.15% | +611,099+122.6% | Added |
| Rhumbline Advisers | 1,101,847 | $76.5M | 0.06% | −11,533−1.0% | Reduced |
| Janus Henderson Group PLC | 1,089,406 | $75.6M | 0.03% | −36,569−3.2% | Reduced |
| Wells Fargo & Company | 1,046,793 | $72.6M | 0.01% | +172,127+19.7% | Added |
| SEI Investments Co | 1,039,135 | $72.1M | 0.07% | +207,857+25.0% | Added |
| Masters Capital Management LLC | 1,000,000 | $69.4M | 9.60% | 00.0% | Unchanged |
| Barclays PLC | 998,493 | $69.3M | 0.03% | −479,372−32.4% | Reduced |
| Gotham Asset Management, LLC | 972,583 | $67.5M | 0.25% | +313,518+47.6% | Added |
| Price T Rowe Associates Inc | 950,144 | $65.9M | 0.01% | +758+0.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 875,977 | $60.5M | 0.04% | +21,887+2.6% | Added |
| Cambiar Investors LLC | 783,500 | $54.4M | 2.43% | −174,223−18.2% | Reduced |
| SRS Investment Management, LLC | 736,282 | $51.1M | 0.54% | +246,607+50.4% | Added |
| Principal Financial Group Inc | 720,421 | $50.0M | 0.03% | +17,316+2.5% | Added |
| Caisse de Depot Et Placement du Quebec | 715,200 | $49.6M | 0.08% | +715,200 | New |
| Nomura Asset Management International Inc. | 699,223 | $48.5M | 0.07% | +699,223 | New |
| Franklin Resources Inc | 688,494 | $47.8M | 0.01% | −62,987−8.4% | Reduced |
| Patient Capital Management, LLC | 680,405 | $47.2M | 1.82% | −180,893−21.0% | Reduced |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 650,910 | $45.2M | 1.07% | +650,910 | New |
| Ieq Capital, LLC | 643,060 | $44.6M | 0.13% | +110,362+20.7% | Added |
| CSM Advisors, LLC | 629,101 | $43.7M | 1.19% | +105,599+20.2% | Added |
| TD Asset Management Inc | 624,337 | $43.3M | 0.03% | +166,541+36.4% | Added |
| New York State Teachers Retirement System | 622,156 | $43.2M | 0.08% | +8,042+1.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 606,344 | $42.1M | 0.37% | +416,256+219.0% | Added |
| LPL Financial LLC | 602,806 | $41.8M | 0.01% | +10,611+1.8% | Added |
| Susquehanna Portfolio Strategies, LLC | 589,953 | $40.9M | 0.63% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 585,611 | $40.6M | 0.06% | −1,061,618−64.4% | Reduced |
| Retirement Systems of Alabama | 579,040 | $40.2M | 0.13% | −374−0.1% | Reduced |
| Point72 Asset Management, L.P. | 575,215 | $39.9M | 0.06% | −625,080−52.1% | Reduced |
| D. E. Shaw & Co., Inc. | 549,213 | $38.1M | 0.03% | +185,932+51.2% | Added |
| State Board of Administration of Florida Retirement System | 544,087 | $37.8M | 0.07% | −7,860−1.4% | Reduced |
| Rockefeller Capital Management L.P. | 532,690 | $37.0M | 0.07% | +126,566+31.2% | Added |
| Hosking Partners LLP | 529,900 | $36.8M | 1.25% | +14,089+2.7% | Added |