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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 296,453 | $20.6M | 0.03% | −40,254−12.0% | Reduced |
| Citadel Advisors LLC | 297,144 | $20.6M | 0.01% | −6,940,577−95.9% | Reduced |
| Glenmede Trust Co NA | 298,517 | $20.7M | 0.10% | +298,517 | New |
| Creative Planning | 303,958 | $21.1M | 0.02% | +51,629+20.5% | Added |
| Virginia Retirement Systems Et Al | 307,800 | $21.4M | 0.13% | 00.0% | Unchanged |
| Mariner, LLC | 315,968 | $21.9M | 0.03% | +75,425+31.4% | Added |
| SG Americas Securities, LLC | 316,310 | $22.0M | 0.03% | +191,617+153.7% | Added |
| Group One Trading, L.P. | 335,637 | $23.3M | 0.69% | +29,178+9.5% | Added |
| Chevy Chase Trust Holdings, Inc. | 338,874 | $23.5M | 0.06% | −2,149−0.6% | Reduced |
| State of Tennessee, Treasury Department | 361,907 | $23.8M | 0.08% | +50,840+16.3% | Added |
| Calamos Advisors LLC | 368,594 | $25.6M | 0.11% | +1,419+0.4% | Added |
| Hallmark Capital Management Inc | 369,823 | $25.7M | 1.64% | −1,434−0.4% | Reduced |
| Manufacturers Life Insurance Company, The | 369,950 | $25.7M | 0.02% | −2,553−0.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 400,028 | $27.7M | 0.05% | +15,946+4.2% | Added |
| Envestnet Asset Management Inc | 402,726 | $27.9M | 0.01% | +1,206+0.3% | Added |
| Waycross Partners, LLC | 405,325 | $28.1M | 2.30% | +14,235+3.6% | Added |
| Polar Capital Holdings Plc | 411,387 | $28.6M | 0.13% | +87,345+27.0% | Added |
| Treasurer of the State of North Carolina | 424,171 | $29.4M | 0.09% | −20,263−4.6% | Reduced |
| Cerity Partners LLC | 425,654 | $29.5M | 0.04% | +51,041+13.6% | Added |
| Prudential Financial Inc | 438,921 | $30.5M | 0.04% | +6,878+1.6% | Added |
| Korea Investment CORP | 441,749 | $30.7M | 0.06% | +259,447+142.3% | Added |
| Swiss National Bank | 447,300 | $31.0M | 0.02% | −23,200−4.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 448,421 | $31.1M | 0.02% | −22,845−4.8% | Reduced |
| Public Employees Retirement System of Ohio | 450,595 | $31.3M | 0.10% | −10,749−2.3% | Reduced |
| Tredje AP-fonden | 466,797 | $32.4M | 0.24% | +438,735+1,563.4% | Added |
| Appaloosa LPSuperinvestorAppaloosa | 475,000 | $33.0M | 0.48% | +12,500+2.7% | Added |
| First Trust Advisors LP | 482,308 | $33.5M | 0.02% | +276,916+134.8% | Added |
| J. L. Bainbridge & Co., Inc. | 498,780 | $34.6M | 2.83% | −10,476−2.1% | Reduced |
| Millennium Management LLC | 500,545 | $34.7M | 0.02% | −1,930,017−79.4% | Reduced |
| Nomura Holdings Inc | 524,223 | $36.4M | 0.10% | +235,532+81.6% | Added |
| Capital International Inc | 525,993 | $36.5M | 0.29% | +26,547+5.3% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 526,785 | $36.6M | 1.78% | −9,367−1.7% | Reduced |
| Hosking Partners LLP | 529,900 | $36.8M | 1.25% | +14,089+2.7% | Added |
| Rockefeller Capital Management L.P. | 532,690 | $37.0M | 0.07% | +126,566+31.2% | Added |
| State Board of Administration of Florida Retirement System | 544,087 | $37.8M | 0.07% | −7,860−1.4% | Reduced |
| D. E. Shaw & Co., Inc. | 549,213 | $38.1M | 0.03% | +185,932+51.2% | Added |
| Point72 Asset Management, L.P. | 575,215 | $39.9M | 0.06% | −625,080−52.1% | Reduced |
| Retirement Systems of Alabama | 579,040 | $40.2M | 0.13% | −374−0.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 585,611 | $40.6M | 0.06% | −1,061,618−64.4% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 589,953 | $40.9M | 0.63% | 00.0% | Unchanged |
| LPL Financial LLC | 602,806 | $41.8M | 0.01% | +10,611+1.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 606,344 | $42.1M | 0.37% | +416,256+219.0% | Added |
| New York State Teachers Retirement System | 622,156 | $43.2M | 0.08% | +8,042+1.3% | Added |
| TD Asset Management Inc | 624,337 | $43.3M | 0.03% | +166,541+36.4% | Added |
| CSM Advisors, LLC | 629,101 | $43.7M | 1.19% | +105,599+20.2% | Added |
| Ieq Capital, LLC | 643,060 | $44.6M | 0.13% | +110,362+20.7% | Added |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 650,910 | $45.2M | 1.07% | +650,910 | New |
| Patient Capital Management, LLC | 680,405 | $47.2M | 1.82% | −180,893−21.0% | Reduced |
| Franklin Resources Inc | 688,494 | $47.8M | 0.01% | −62,987−8.4% | Reduced |
| Nomura Asset Management International Inc. | 699,223 | $48.5M | 0.07% | +699,223 | New |
| Caisse de Depot Et Placement du Quebec | 715,200 | $49.6M | 0.08% | +715,200 | New |
| Principal Financial Group Inc | 720,421 | $50.0M | 0.03% | +17,316+2.5% | Added |
| SRS Investment Management, LLC | 736,282 | $51.1M | 0.54% | +246,607+50.4% | Added |
| Cambiar Investors LLC | 783,500 | $54.4M | 2.43% | −174,223−18.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 875,977 | $60.5M | 0.04% | +21,887+2.6% | Added |
| Price T Rowe Associates Inc | 950,144 | $65.9M | 0.01% | +758+0.1% | Added |
| Gotham Asset Management, LLC | 972,583 | $67.5M | 0.25% | +313,518+47.6% | Added |
| Barclays PLC | 998,493 | $69.3M | 0.03% | −479,372−32.4% | Reduced |
| Masters Capital Management LLC | 1,000,000 | $69.4M | 9.60% | 00.0% | Unchanged |
| SEI Investments Co | 1,039,135 | $72.1M | 0.07% | +207,857+25.0% | Added |
| Wells Fargo & Company | 1,046,793 | $72.6M | 0.01% | +172,127+19.7% | Added |
| Janus Henderson Group PLC | 1,089,406 | $75.6M | 0.03% | −36,569−3.2% | Reduced |
| Rhumbline Advisers | 1,101,847 | $76.5M | 0.06% | −11,533−1.0% | Reduced |
| Quantinno Capital Management LP | 1,109,672 | $77.0M | 0.15% | +611,099+122.6% | Added |
| BNP Paribas Arbitrage, SA | 1,135,929 | $78.8M | 0.05% | +23,235+2.1% | Added |
| Deutsche Bank AG | 1,213,981 | $84.3M | 0.03% | +62,645+5.4% | Added |
| Susquehanna International Group, LLP | 1,215,263 | $84.3M | 0.12% | +421,003+53.0% | Added |
| U S Global Investors Inc | 1,216,731 | $84.4M | 9.04% | −144,302−10.6% | Reduced |
| Norges Bank | 1,252,605 | $86.9M | 0.01% | +1,252,605 | New |
| Los Angeles Capital Management LLC | 1,547,251 | $88.4M | 0.30% | +824,152+114.0% | Added |
| California Public Employees Retirement System | 1,278,307 | $88.7M | 0.05% | −3,272−0.3% | Reduced |
| River Road Asset Management, LLC | 1,288,956 | $89.5M | 0.98% | +995,685+339.5% | Added |
| Legal & General Group Plc | 1,350,966 | $93.8M | 0.02% | −28,646−2.1% | Reduced |
| Southpoint Capital Advisors LP | 1,500,000 | $104.1M | 2.42% | −700,000−31.8% | Reduced |
| Alliancebernstein L.P. | 1,553,655 | $107.8M | 0.03% | +2040.0% | Added |
| UBS Asset Management Americas Inc | 1,584,611 | $110.0M | 0.02% | −67,496−4.1% | Reduced |
| Royal Bank of Canada | 1,603,545 | $111.3M | 0.02% | −712,038−30.7% | Reduced |
| HSBC Holdings PLC | 1,648,277 | $114.4M | 0.07% | −304,783−15.6% | Reduced |
| Douglas Lane & Associates, LLC | 1,659,202 | $115.1M | 1.58% | −121,325−6.8% | Reduced |
| Great Lakes Advisors, LLC | 1,717,488 | $119.2M | 0.97% | −14,732−0.9% | Reduced |
| Holocene Advisors, LP | 1,741,768 | $120.9M | 0.25% | +1,741,768 | New |
| Silvercrest Asset Management Group LLC | 1,793,145 | $124.4M | 0.86% | +1,793,145 | New |
| Panagora Asset Management Inc | 1,804,005 | $125.2M | 0.44% | +428,450+31.1% | Added |
| Citigroup Inc | 1,809,976 | $125.6M | 0.09% | +646,410+55.6% | Added |
| Brandywine Global Investment Management, LLC | 1,838,051 | $127.6M | 0.86% | −112,701−5.8% | Reduced |
| Raymond James Financial Inc | 1,849,009 | $128.3M | 0.04% | −100,964−5.2% | Reduced |
| Bank of Montreal | 1,935,920 | $134.4M | 0.05% | +131,280+7.3% | Added |
| American Century Companies Inc | 1,954,351 | $135.6M | 0.07% | +132,473+7.3% | Added |
| Jane Street Group, LLC | 2,042,846 | $141.8M | 0.17% | −1,519,960−42.7% | Reduced |
| Amundi | 2,144,668 | $148.8M | 0.04% | +1,033,666+93.0% | Added |
| Bristol John W & Co Inc | 2,303,755 | $159.9M | 2.46% | −43,206−1.8% | Reduced |
| Lansdowne Partners (UK) LLP | 2,414,408 | $167.6M | 12.29% | +130,151+5.7% | Added |
| Thrivent Financial for Lutherans | 2,641,993 | $183.4M | 0.33% | −7650.0% | Reduced |
| Pacer Advisors, Inc. | 2,673,400 | $185.5M | 0.48% | +2,514,193+1,579.2% | Added |
| Russell Investments Group, Ltd. | 2,779,679 | $192.9M | 0.21% | +124,267+4.7% | Added |
| Neuberger Berman Group LLC | 2,784,103 | $193.2M | 0.14% | −642,832−18.8% | Reduced |
| UBS Group AG | 2,799,137 | $194.3M | 0.04% | −752,731−21.2% | Reduced |
| Ameriprise Financial Inc | 2,886,089 | $200.3M | 0.05% | +979,346+51.4% | Added |
| Slate Path Capital LP | 2,927,048 | $203.1M | 2.74% | +1,192,400+68.7% | Added |
| Pzena Investment Management LLC | 2,982,793 | $207.0M | 0.62% | −1,247,625−29.5% | Reduced |