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 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 | $54.3B |
| 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, 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 |
|---|---|---|---|---|---|
| Farmers & Merchants Investments Inc | 55,751 | $3.87M | 0.11% | −63,093−53.1% | Reduced |
| EULAV Asset Management | 56,062 | $3.89M | 0.10% | −7,938−12.4% | Reduced |
| Balyasny Asset Management LLC | 56,269 | $3.91M | 0.01% | −3,068−5.2% | Reduced |
| Concentric Capital Strategies, LP | 56,283 | $3.91M | 0.20% | +56,283 | New |
| State of New Jersey Common Pension Fund D | 56,292 | $3.91M | 0.01% | +11,209+24.9% | Added |
| Resona Asset Management Co.,Ltd. | 56,339 | $3.91M | 0.02% | −1,023−1.8% | Reduced |
| Stance Capital LLC | 56,637 | $3.93M | 1.45% | −18,084−24.2% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 57,383 | $3.98M | 0.64% | +1,494+2.7% | Added |
| Walleye Capital LLC | 58,227 | $4.04M | 0.02% | +34,160+141.9% | Added |
| Anderson Hoagland & Co | 58,465 | $4.06M | 0.35% | −2,977−4.8% | Reduced |
| Meiji Yasuda America Inc | 58,657 | $4.07M | 0.93% | +58,657 | New |
| UBS Oconnor LLC | 58,731 | $4.08M | 0.11% | −56,417−49.0% | Reduced |
| Steamboat Capital Partners, LLC | 59,680 | $4.14M | 1.14% | −212−0.4% | Reduced |
| National Pension Service | 60,218 | $4.18M | 0.00% | +39,048+184.4% | Added |
| Everest Financial Group LLC | 60,219 | $4.18M | 0.94% | +60,219 | New |
| Lido Advisors, LLC | 74,145 | $4.23M | 0.02% | +60+0.1% | Added |
| Schroder Investment Management Group | 61,068 | $4.24M | 0.00% | +61,068 | New |
| Sterling Capital Management LLC | 61,716 | $4.28M | 0.07% | +9,579+18.4% | Added |
| Mn Services Vermogensbeheer B.V. | 61,759 | $4.29M | 0.03% | +759+1.2% | Added |
| 1832 Asset Management L.P. | 62,122 | $4.31M | 0.01% | +45,499+273.7% | Added |
| Pathstone Holdings, LLC | 62,416 | $4.33M | 0.02% | −10,424−14.3% | Reduced |
| Cookson Peirce & Co Inc | 63,376 | $4.40M | 0.18% | +3,147+5.2% | Added |
| Daiwa Securities Group Inc. | 63,558 | $4.41M | 0.01% | +2,742+4.5% | Added |
| State of Alaska, Department of Revenue | 64,250 | $4.46M | 0.05% | −5,280−7.6% | Reduced |
| Merit Financial Group, LLC | 64,254 | $4.46M | 0.04% | +7,005+12.2% | Added |
| Vident Advisory, LLC | 64,676 | $4.49M | 0.04% | −41,936−39.3% | Reduced |
| HRT Financial LP | 64,801 | $4.50M | 0.01% | −121,610−65.2% | Reduced |
| Rakuten Investment Management, Inc. | 64,766 | $4.50M | 0.02% | +60,330+1,360.0% | Added |
| Woodline Partners LP | 65,033 | $4.51M | 0.02% | +65,033 | New |
| M&T Bank Corp | 65,745 | $4.56M | 0.01% | +22,737+52.9% | Added |
| IHT Wealth Management, LLC | 65,977 | $4.58M | 0.11% | −952−1.4% | Reduced |
| Yousif Capital Management, LLC | 67,918 | $4.58M | 0.05% | −12,770−15.8% | Reduced |
| DnB Asset Management AS | 66,426 | $4.61M | 0.02% | −643−1.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 66,782 | $4.63M | 0.00% | +4,579+7.4% | Added |
| Bank of Nova Scotia | 67,098 | $4.66M | 0.01% | +16,775+33.3% | Added |
| Marshall Wace, LLP | 67,600 | $4.69M | 0.00% | −1,195,720−94.6% | Reduced |
| Baird Financial Group, Inc. | 68,045 | $4.72M | 0.01% | +123+0.2% | Added |
| Vestmark Advisory Solutions, Inc. | 69,264 | $4.81M | 0.06% | +56,203+430.3% | Added |
| Osmosis Investment Management UK Ltd | 69,402 | $4.82M | 0.12% | +69,402 | New |
| APG Asset Management N.V. | 81,554 | $4.82M | 0.01% | −11,746−12.6% | Reduced |
| KLP Kapitalforvaltning AS | 69,601 | $4.83M | 0.02% | 00.0% | Unchanged |
| GLOBALT Investments LLC | 69,660 | $4.83M | 0.18% | −1,443−2.0% | Reduced |
| Mutual of America Capital Management LLC | 69,666 | $4.83M | 0.05% | −662−0.9% | Reduced |
| Scopus Asset Management, L.P. | 70,000 | $4.86M | 0.14% | +15,000+27.3% | Added |
| Evolve Private Wealth, LLC | 70,822 | $4.92M | 0.29% | +70,822 | New |
| Fifth Third Bancorp | 71,453 | $4.96M | 0.02% | −340.0% | Reduced |
| Nomura Asset Management Co Ltd | 72,385 | $5.02M | 0.01% | +1,362+1.9% | Added |
| Kestra Advisory Services, LLC | 72,616 | $5.04M | 0.02% | +2,263+3.2% | Added |
| Brevan Howard Capital Management LP | 72,900 | $5.07M | 0.10% | −44,019−37.6% | Reduced |
| Rafferty Asset Management, LLC | 73,324 | $5.09M | 0.02% | +152+0.2% | Added |
| CIBC World Markets Corp | 73,387 | $5.09M | 0.03% | +73,387 | New |
| Oregon Public Employees Retirement Fund | 74,223 | $5.15M | 0.07% | +100+0.1% | Added |
| Bridgewater Associates, LP | 74,859 | $5.20M | 0.02% | −16,110−17.7% | Reduced |
| STRS Ohio | 75,622 | $5.25M | 0.02% | +270.0% | Added |
| Capital International Ltd | 76,654 | $5.32M | 0.19% | −1,108−1.4% | Reduced |
| KKM Financial LLC | 76,712 | $5.32M | 0.95% | +10,736+16.3% | Added |
| Albar Capital Partners LLP | 76,968 | $5.34M | 1.26% | +76,968 | New |
| AIA Group Ltd | 77,200 | $5.36M | 0.08% | +3,094+4.2% | Added |
| AustralianSuper Pty Ltd | 77,327 | $5.37M | 0.02% | +70.0% | Added |
| EFG International AG | 79,004 | $5.48M | 0.11% | +79,004 | New |
| New Age Alpha Advisors, LLC | 79,031 | $5.48M | 0.24% | +36,786+87.1% | Added |
| Royal London Asset Management Ltd | 80,963 | $5.62M | 0.01% | +4,152+5.4% | Added |
| Strategic Blueprint, LLC | 81,288 | $5.64M | 0.33% | −17,491−17.7% | Reduced |
| Mackenzie Financial Corp | 81,931 | $5.67M | 0.01% | −49,678−37.7% | Reduced |
| Pinnacle Associates Ltd | 83,066 | $5.76M | 0.07% | +604+0.7% | Added |
| Game Creek Capital, LP | 83,625 | $5.80M | 2.20% | −3,500−4.0% | Reduced |
| Toroso Investments, LLC | 83,730 | $5.81M | 0.02% | +8,847+11.8% | Added |
| Asset Management One Co.,Ltd. | 84,439 | $5.87M | 0.02% | +1,044+1.3% | Added |
| KBC Group NV | 85,432 | $5.93M | 0.01% | −8,519−9.1% | Reduced |
| KMG Fiduciary Partners, LLC | 85,711 | $5.95M | 0.42% | +1,237+1.5% | Added |
| Inspire Trust Co, N.A. | 87,000 | $6.04M | 0.99% | −3,000−3.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 87,669 | $6.08M | 0.01% | −57,092−39.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 88,179 | $6.12M | 0.01% | −97,246−52.4% | Reduced |
| Clearstead Advisors, LLC | 88,686 | $6.15M | 0.08% | −150−0.2% | Reduced |
| Allworth Financial LP | 88,709 | $6.16M | 0.03% | −24,370−21.6% | Reduced |
| Howard Capital Management Inc. | 88,784 | $6.16M | 0.08% | +190.0% | Added |
| Oddo BHF Asset Management SAS | 89,810 | $6.23M | 0.23% | +49,057+120.4% | Added |
| State of Wisconsin Investment Board | 91,180 | $6.33M | 0.01% | +5,767+6.8% | Added |
| Black Cypress Capital Management, LLC | 91,247 | $6.33M | 4.42% | −582−0.6% | Reduced |
| Jones Financial Companies LLLP | 92,024 | $6.39M | 0.00% | +271+0.3% | Added |
| iA Global Asset Management Inc. | 92,142 | $6.39M | 0.08% | +32,014+53.2% | Added |
| New York Life Investment Management LLC | 93,655 | $6.50M | 0.06% | +6,176+7.1% | Added |
| Focus Financial Network, Inc. | 95,458 | $6.62M | 0.23% | +20,401+27.2% | Added |
| USS Investment Management Ltd | 97,822 | $6.79M | 0.03% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 98,375 | $6.83M | 0.02% | +7,292+8.0% | Added |
| Comerica Bank | 99,248 | $6.89M | 0.03% | −12,540−11.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 100,136 | $6.95M | 0.06% | −4,980−4.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 101,057 | $7.01M | 0.18% | +9,964+10.9% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 101,207 | $7.02M | 0.10% | +101,207 | New |
| Captrust Financial Advisors | 101,456 | $7.04M | 0.01% | +7,310+7.8% | Added |
| Olstein Capital Management, L.P. | 102,100 | $7.09M | 1.45% | −31,900−23.8% | Reduced |
| L & S Advisors Inc | 102,273 | $7.10M | 0.66% | +102,273 | New |
| NEOS Investment Management LLC | 102,906 | $7.14M | 0.04% | +17,735+20.8% | Added |
| Highland Capital Management, LLC | 104,064 | $7.22M | 0.36% | −3,676−3.4% | Reduced |
| Harvest Portfolios Group Inc. | 104,937 | $7.28M | 0.13% | −10,118−8.8% | Reduced |
| JustInvest LLC | 105,083 | $7.29M | 0.07% | +7,326+7.5% | Added |
| Nisa Investment Advisors, LLC | 105,339 | $7.31M | 0.02% | +1,809+1.7% | Added |
| Nordea Investment Management AB | 106,043 | $7.38M | 0.01% | +49,076+86.1% | Added |
| Swedbank AB | 106,598 | $7.40M | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 107,173 | $7.44M | 0.02% | +19,829+22.7% | Added |