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 |
|---|---|---|---|---|---|
| Family Office Research LLC | 109,018 | $7.58M | 3.11% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 109,454 | $7.60M | 0.33% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 110,490 | $7.67M | 0.13% | +8,278+8.1% | Added |
| South Dakota Investment Council | 113,378 | $7.87M | 0.15% | −69,107−37.9% | Reduced |
| Factory Mutual Insurance Co | 113,400 | $7.87M | 0.08% | −4,600−3.9% | Reduced |
| Pictet Asset Management Holding SA | 113,598 | $7.88M | 0.01% | −38,032−25.1% | Reduced |
| Hourglass Capital, LLC | 113,814 | $7.90M | 1.70% | −2,310−2.0% | Reduced |
| Intech Investment Management LLC | 117,320 | $8.14M | 0.07% | +11,331+10.7% | Added |
| MML Investors Services, LLC | 119,924 | $8.32M | 0.02% | −56,128−31.9% | Reduced |
| Arrow Capital Pty Ltd | 120,000 | $8.33M | 7.98% | +10,000+9.1% | Added |
| KWMG, LLC | 122,685 | $8.51M | 0.73% | +864+0.7% | Added |
| Janney Montgomery Scott LLC | 122,885 | $8.53M | 0.02% | −59,963−32.8% | Reduced |
| BW Gestao de Investimentos Ltda. | 123,000 | $8.54M | 0.30% | +123,000 | New |
| Fidelis Capital Partners, LLC | 124,276 | $8.62M | 0.63% | +106,262+589.9% | Added |
| ProShare Advisors LLC | 124,848 | $8.66M | 0.02% | +10,297+9.0% | Added |
| Walleye Trading LLC | 125,082 | $8.68M | 0.14% | −121,713−49.3% | Reduced |
| Aristides Capital LLC | 125,332 | $8.70M | 3.01% | +5,630+4.7% | Added |
| J. Goldman & Co LP | 126,007 | $8.74M | 0.34% | +126,007 | New |
| Compass Capital Management, Inc | 126,819 | $8.80M | 0.49% | −37,026−22.6% | Reduced |
| ExodusPoint Capital Management, LP | 127,721 | $8.86M | 0.10% | +27,571+27.5% | Added |
| Ingalls & Snyder LLC | 128,159 | $8.89M | 0.33% | −420.0% | Reduced |
| Signaturefd, LLC | 128,215 | $8.90M | 0.14% | −13,473−9.5% | Reduced |
| Verition Fund Management LLC | 128,566 | $8.92M | 0.05% | −39,937−23.7% | Reduced |
| US Bancorp | 129,634 | $9.00M | 0.01% | −2,394−1.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 131,401 | $9.12M | 0.01% | +62,646+91.1% | Added |
| Colony Group, LLC | 132,348 | $9.17M | 0.01% | +76,674+137.7% | Added |
| Truist Financial Corp | 134,981 | $9.37M | 0.01% | −2,313−1.7% | Reduced |
| Amalgamated Bank | 135,153 | $9.38M | 0.07% | +10,876+8.8% | Added |
| QRG Capital Management, Inc. | 137,775 | $9.56M | 0.11% | +3,647+2.7% | Added |
| American Financial Advisors, LLC | 137,995 | $9.58M | 1.24% | +2,845+2.1% | Added |
| Toronto Dominion Bank | 139,267 | $9.67M | 0.02% | −29,629−17.5% | Reduced |
| Aviva PLC | 139,781 | $9.70M | 0.02% | +9,791+7.5% | Added |
| Meeder Asset Management Inc | 141,672 | $9.83M | 0.53% | +953+0.7% | Added |
| O'Shaughnessy Asset Management, LLC | 141,795 | $9.84M | 0.05% | +29,019+25.7% | Added |
| Xponance, Inc. | 142,053 | $9.86M | 0.07% | +28,283+24.9% | Added |
| RWC Asset Management LLP | 142,067 | $9.86M | 0.48% | +15,882+12.6% | Added |
| Banco Santander, S.A. | 142,725 | $9.91M | 0.07% | −31,107−17.9% | Reduced |
| Wealthfront Advisers LLC | 143,124 | $9.93M | 0.02% | +2,778+2.0% | Added |
| Public Sector Pension Investment Board | 144,831 | $10.1M | 0.03% | +26,024+21.9% | Added |
| PEAK6 LLC | 145,641 | $10.1M | 0.28% | +36,191+33.1% | Added |
| PFA Pension, Forsikringsaktieselskab | 146,221 | $10.1M | 0.03% | +146,221 | New |
| CIBC Asset Management Inc | 147,508 | $10.2M | 0.02% | +57,169+63.3% | Added |
| Capital International Sarl | 148,113 | $10.3M | 0.17% | +7,381+5.2% | Added |
| RBF Capital, LLC | 150,000 | $10.4M | 0.48% | −20,000−11.8% | Reduced |
| Rock Point Advisors, LLC | 150,608 | $10.5M | 2.62% | −2,030−1.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 150,877 | $10.5M | 0.05% | −4,881−3.1% | Reduced |
| MetLife Investment Management | 155,549 | $10.8M | 0.05% | −5,442−3.4% | Reduced |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 156,091 | $10.8M | 0.16% | +156,091 | New |
| HB Wealth Management, LLC | 156,942 | $10.9M | 0.07% | +5,021+3.3% | Added |
| Pinebridge Investments LLC | 157,908 | $11.0M | 0.08% | +157,908 | New |
| The PNC Financial Services Group, Inc. | 158,269 | $11.0M | 0.01% | +32,304+25.6% | Added |
| Standard Life Aberdeen plc | 159,267 | $11.1M | 0.02% | −872−0.5% | Reduced |
| Sienna Gestion | 163,576 | $11.3M | 0.68% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 164,138 | $11.4M | 0.88% | +19,088+13.2% | Added |
| Discovery Capital Management, LLC | 167,000 | $11.6M | 0.63% | +167,000 | New |
| Czech National Bank | 171,036 | $11.9M | 0.08% | +6,299+3.8% | Added |
| Concurrent Investment Advisors, LLC | 175,400 | $12.2M | 0.14% | +127,880+269.1% | Added |
| State of Michigan Retirement System | 183,503 | $12.7M | 0.06% | −1,900−1.0% | Reduced |
| Natixis | 184,520 | $12.8M | 0.05% | +184,520 | New |
| CI Private Wealth, LLC | 189,365 | $13.1M | 0.02% | +42,895+29.3% | Added |
| Canada Pension Plan Investment Board | 189,682 | $13.2M | 0.01% | +96,060+102.6% | Added |
| Teacher Retirement System of Texas | 192,384 | $13.4M | 0.05% | +116,891+154.8% | Added |
| Commonwealth Equity Services, LLC | 193,898 | $13.5M | 0.02% | −151,339−43.8% | Reduced |
| Mane Global Capital Management LP | 194,000 | $13.5M | 0.74% | +194,000 | New |
| Interval Partners, LP | 194,232 | $13.5M | 0.32% | −1,213,114−86.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 199,902 | $13.9M | 0.56% | +100,902+101.9% | Added |
| Dana Investment Advisors, Inc. | 201,683 | $14.0M | 0.41% | −11,740−5.5% | Reduced |
| Macquarie Group Ltd | 204,915 | $14.2M | 0.06% | −564,440−73.4% | Reduced |
| Capital Fund Management S.A. | 205,183 | $14.2M | 0.13% | +172,784+533.3% | Added |
| National Bank of Canada | 207,468 | $14.4M | 0.01% | −142,694−40.8% | Reduced |
| Clearfield Capital Management LP | 207,700 | $14.4M | 7.79% | −88,800−29.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 215,975 | $15.0M | 0.04% | −74,084−25.5% | Reduced |
| Evergreen Capital Management LLC | 215,982 | $15.0M | 0.34% | −1,524−0.7% | Reduced |
| Voya Investment Management LLC | 217,874 | $15.1M | 0.01% | +19,694+9.9% | Added |
| California State Teachers Retirement System | 225,400 | $15.6M | 0.02% | −233−0.1% | Reduced |
| Mediolanum International Funds Ltd | 230,886 | $16.0M | 0.16% | +86,955+60.4% | Added |
| Parallax Volatility Advisers, L.P. | 231,783 | $16.1M | 0.50% | −187,129−44.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 223,170 | $16.1M | 0.02% | +24,952+12.6% | Added |
| Federated Hermes, Inc. | 233,815 | $16.2M | 0.03% | −125,055−34.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 234,437 | $16.3M | 0.04% | −8,859−3.6% | Reduced |
| Cetera Investment Advisers | 236,584 | $16.4M | 0.02% | −10,389−4.2% | Reduced |
| CWM, LLC | 238,723 | $16.6M | 0.04% | +51,063+27.2% | Added |
| CCM Investment Advisers LLC | 247,128 | $17.2M | 1.64% | −10,321−4.0% | Reduced |
| Crossmark Global Holdings, Inc. | 250,868 | $17.4M | 0.25% | +14,783+6.3% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 251,350 | $17.4M | 0.42% | +22,665+9.9% | Added |
| Glenview Trust Co | 254,153 | $17.6M | 0.27% | +8,442+3.4% | Added |
| Mercer Global Advisors Inc | 255,127 | $17.7M | 0.03% | +23,880+10.3% | Added |
| Natixis Advisors, L.P. | 258,689 | $18.0M | 0.03% | −24,823−8.8% | Reduced |
| Castleark Management LLC | 260,740 | $18.1M | 0.53% | +31,250+13.6% | Added |
| Assenagon Asset Management S.A. | 266,559 | $18.5M | 0.03% | +219,428+465.6% | Added |
| New York State Common Retirement Fund | 268,272 | $18.6M | 0.02% | −90,283−25.2% | Reduced |
| Stifel Financial Corp | 272,288 | $18.9M | 0.02% | −30.0% | Reduced |
| Zweig-DiMenna Associates LLC | 272,310 | $18.9M | 1.34% | +3,500+1.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 274,528 | $19.1M | 0.13% | +12,053+4.6% | Added |
| Cooper Creek Partners Management LLC | 277,198 | $19.2M | 0.91% | −195,580−41.4% | Reduced |
| Ceredex Value Advisors LLC | 279,548 | $19.4M | 0.58% | −631,588−69.3% | Reduced |
| Danske Bank A/S | 284,322 | $19.7M | 0.05% | +107,526+60.8% | Added |
| HighTower Advisors, LLC | 285,776 | $19.8M | 0.02% | −5,822−2.0% | Reduced |
| Great West Life Assurance Co | 294,275 | $20.4M | 0.04% | +51,711+21.3% | Added |
| Quadrature Capital Ltd | 294,585 | $20.4M | 0.21% | +197,713+204.1% | Added |