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 |
|---|---|---|---|---|---|
| Victory Capital Management Inc | 3,096,727 | $214.9M | 0.12% | +153,379+5.2% | Added |
| Massachusetts Financial Services Co | 3,105,924 | $215.6M | 0.07% | −302,397−8.9% | Reduced |
| Bank of America Corp | 3,157,844 | $219.2M | 0.02% | +310,139+10.9% | Added |
| LSV Asset Management | 3,331,717 | $231.2M | 0.50% | −116,200−3.4% | Reduced |
| Ninety One UK Ltd | 3,504,661 | $243.2M | 0.52% | −356,049−9.2% | Reduced |
| Par Capital Management Inc | 3,574,210 | $248.1M | 6.58% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 3,842,923 | $266.7M | 0.04% | +53,548+1.4% | Added |
| Gallagher Fiduciary Advisors, LLC | 4,041,390 | $280.5M | 9.08% | −256,357−6.0% | Reduced |
| Nuveen, LLC | 4,084,386 | $283.5M | 0.07% | +1,055,980+34.9% | Added |
| Goldman Sachs Group Inc | 4,164,696 | $289.0M | 0.04% | +136,677+3.4% | Added |
| Allianz Asset Management GmbH | 4,327,719 | $300.3M | 0.34% | +1,536,138+55.0% | Added |
| GMT Capital Corp | 4,459,100 | $309.5M | 16.13% | −450,500−9.2% | Reduced |
| Northern Trust Corp | 5,015,732 | $348.1M | 0.04% | −94,251−1.8% | Reduced |
| Invesco Ltd. | 5,039,174 | $349.7M | 0.03% | −556,325−9.9% | Reduced |
| JPMorgan Chase & Co | 6,113,739 | $424.3M | 0.03% | −1,487,299−19.6% | Reduced |
| AQR Capital Management LLC | 6,155,776 | $426.4M | 0.22% | +1,890,521+44.3% | Added |
| Life Cycle Investment Partners Ltd | 6,794,403 | $471.5M | 3.30% | +6,794,403 | New |
| Newport Trust Co | 8,216,343 | $570.2M | 1.36% | −1,000,000−10.9% | Reduced |
| Capital World Investors | 8,395,096 | $582.6M | 0.08% | +46,341+0.6% | Added |
| Bank of New York Mellon Corp | 9,496,296 | $659.0M | 0.12% | +1,834,385+23.9% | Added |
| Dimensional Fund Advisors LP | 10,098,982 | $700.8M | 0.15% | −234,315−2.3% | Reduced |
| Morgan Stanley | 12,310,804 | $854.4M | 0.05% | +56,455+0.5% | Added |
| Wellington Management Group LLP | 13,811,787 | $958.5M | 0.17% | +7,994,004+137.4% | Added |
| Geode Capital Management, LLC | 17,413,841 | $1.22B | 0.08% | +202,865+1.2% | Added |
| Primecap Management Co | 17,594,127 | $1.22B | 0.92% | −699,860−3.8% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 19,666,515 | $1.36B | 1.73% | +6,144,645+45.4% | Added |
| State Street Corp | 23,163,644 | $1.61B | 0.05% | +165,729+0.7% | Added |
| Capital International Investors | 24,211,101 | $1.68B | 0.26% | +1,012,265+4.4% | Added |
| FMR LLC | 27,410,817 | $1.90B | 0.10% | +7,837,000+40.0% | Added |
| Sanders Capital, LLC | 29,577,814 | $2.05B | 2.36% | +52,573+0.2% | Added |
| BlackRock, Inc. | 44,725,086 | $3.10B | 0.05% | −322,109−0.7% | Reduced |
| Vanguard Group Inc | 74,552,264 | $5.17B | 0.08% | +181,381+0.2% | Added |
| Battery Global Advisors, LLC | 84 | – | – | +84 | New |
| Candlestick Capital Management LP | 0 | $0 | 0.00% | −2,264,991−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1,418,135−100.0% | Sold out |
| Teewinot Capital Advisers, L.L.C. | 0 | $0 | 0.00% | −883,264−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −507,325−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −439,286−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −327,841−100.0% | Sold out |
| Generate Investment Management Ltd | 0 | $0 | 0.00% | −260,000−100.0% | Sold out |
| Riposte Capital LLC | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −193,532−100.0% | Sold out |
| Cercano Management LLC | 0 | $0 | 0.00% | −129,666−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −128,809−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −86,206−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −76,606−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −70,300−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −69,000−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −67,500−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −52,997−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −51,404−100.0% | Sold out |
| Advent Capital Management | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Shellback Capital, LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −41,343−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −36,509−100.0% | Sold out |
| Limestone Investment Advisors LP | 0 | $0 | 0.00% | −32,746−100.0% | Sold out |
| Torrey Growth & Income Advisors | 0 | $0 | 0.00% | −27,767−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −27,729−100.0% | Sold out |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −27,465−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −25,261−100.0% | Sold out |
| EHP Funds Inc. | 0 | $0 | 0.00% | −23,110−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −19,128−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −18,405−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −18,350−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −17,920−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −17,510−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −16,062−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −15,017−100.0% | Sold out |
| Waverton Investment Management Ltd | 0 | $0 | 0.00% | −14,300−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −13,997−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −13,682−100.0% | Sold out |
| Requisite Capital Management, LLC | 0 | $0 | 0.00% | −13,563−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −13,047−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −12,635−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −11,665−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −11,546−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −10,059−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −13,763−100.0% | Sold out |
| Islay Capital Management, LLC | 0 | $0 | 0.00% | −8,902−100.0% | Sold out |
| SkyOak Wealth, LLC | 0 | $0 | 0.00% | −7,612−100.0% | Sold out |
| Capital Markets Trading UK LLP | 0 | $0 | 0.00% | −7,512−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −7,150−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −6,153−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −6,072−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −6,039−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −5,841−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −5,731−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −5,589−100.0% | Sold out |
| Regal Investment Advisors LLC | 0 | $0 | 0.00% | −5,104−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −5,054−100.0% | Sold out |
| Ping Capital Management, Inc. | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Financial Engines Advisors L.L.C. | 0 | $0 | 0.00% | −4,854−100.0% | Sold out |
| Compass Wealth Management LLC | 0 | $0 | 0.00% | −4,820−100.0% | Sold out |
| American Alpha Advisors, LLC | 0 | $0 | 0.00% | −4,773−100.0% | Sold out |
| Westwood Wealth Management | 0 | $0 | 0.00% | −4,750−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,411−100.0% | Sold out |
| JB Capital LLC | 0 | $0 | 0.00% | −4,070−100.0% | Sold out |
| Everpar Advisors LLC | 0 | $0 | 0.00% | −4,056−100.0% | Sold out |