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 |
|---|---|---|---|---|---|
| Deroy & Devereaux Private Investment Counsel Inc | 526,785 | $36.6M | 1.78% | −9,367−1.7% | Reduced |
| Capital International Inc | 525,993 | $36.5M | 0.29% | +26,547+5.3% | Added |
| Nomura Holdings Inc | 524,223 | $36.4M | 0.10% | +235,532+81.6% | Added |
| Millennium Management LLC | 500,545 | $34.7M | 0.02% | −1,930,017−79.4% | Reduced |
| J. L. Bainbridge & Co., Inc. | 498,780 | $34.6M | 2.83% | −10,476−2.1% | Reduced |
| First Trust Advisors LP | 482,308 | $33.5M | 0.02% | +276,916+134.8% | Added |
| Appaloosa LPSuperinvestorAppaloosa | 475,000 | $33.0M | 0.48% | +12,500+2.7% | Added |
| Tredje AP-fonden | 466,797 | $32.4M | 0.24% | +438,735+1,563.4% | Added |
| Public Employees Retirement System of Ohio | 450,595 | $31.3M | 0.10% | −10,749−2.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 448,421 | $31.1M | 0.02% | −22,845−4.8% | Reduced |
| Swiss National Bank | 447,300 | $31.0M | 0.02% | −23,200−4.9% | Reduced |
| Korea Investment CORP | 441,749 | $30.7M | 0.06% | +259,447+142.3% | Added |
| Prudential Financial Inc | 438,921 | $30.5M | 0.04% | +6,878+1.6% | Added |
| Cerity Partners LLC | 425,654 | $29.5M | 0.04% | +51,041+13.6% | Added |
| Treasurer of the State of North Carolina | 424,171 | $29.4M | 0.09% | −20,263−4.6% | Reduced |
| Polar Capital Holdings Plc | 411,387 | $28.6M | 0.13% | +87,345+27.0% | Added |
| Waycross Partners, LLC | 405,325 | $28.1M | 2.30% | +14,235+3.6% | Added |
| Envestnet Asset Management Inc | 402,726 | $27.9M | 0.01% | +1,206+0.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 400,028 | $27.7M | 0.05% | +15,946+4.2% | Added |
| Manufacturers Life Insurance Company, The | 369,950 | $25.7M | 0.02% | −2,553−0.7% | Reduced |
| Hallmark Capital Management Inc | 369,823 | $25.7M | 1.64% | −1,434−0.4% | Reduced |
| Calamos Advisors LLC | 368,594 | $25.6M | 0.11% | +1,419+0.4% | Added |
| State of Tennessee, Treasury Department | 361,907 | $23.8M | 0.08% | +50,840+16.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 338,874 | $23.5M | 0.06% | −2,149−0.6% | Reduced |
| Group One Trading, L.P. | 335,637 | $23.3M | 0.69% | +29,178+9.5% | Added |
| SG Americas Securities, LLC | 316,310 | $22.0M | 0.03% | +191,617+153.7% | Added |
| Mariner, LLC | 315,968 | $21.9M | 0.03% | +75,425+31.4% | Added |
| Virginia Retirement Systems Et Al | 307,800 | $21.4M | 0.13% | 00.0% | Unchanged |
| Creative Planning | 303,958 | $21.1M | 0.02% | +51,629+20.5% | Added |
| Glenmede Trust Co NA | 298,517 | $20.7M | 0.10% | +298,517 | New |
| Citadel Advisors LLC | 297,144 | $20.6M | 0.01% | −6,940,577−95.9% | Reduced |
| Advisor Group Holdings, Inc. | 296,453 | $20.6M | 0.03% | −40,254−12.0% | Reduced |
| Quadrature Capital Ltd | 294,585 | $20.4M | 0.21% | +197,713+204.1% | Added |
| Great West Life Assurance Co | 294,275 | $20.4M | 0.04% | +51,711+21.3% | Added |
| HighTower Advisors, LLC | 285,776 | $19.8M | 0.02% | −5,822−2.0% | Reduced |
| Danske Bank A/S | 284,322 | $19.7M | 0.05% | +107,526+60.8% | Added |
| Ceredex Value Advisors LLC | 279,548 | $19.4M | 0.58% | −631,588−69.3% | Reduced |
| Cooper Creek Partners Management LLC | 277,198 | $19.2M | 0.91% | −195,580−41.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 274,528 | $19.1M | 0.13% | +12,053+4.6% | Added |
| Zweig-DiMenna Associates LLC | 272,310 | $18.9M | 1.34% | +3,500+1.3% | Added |
| Stifel Financial Corp | 272,288 | $18.9M | 0.02% | −30.0% | Reduced |
| New York State Common Retirement Fund | 268,272 | $18.6M | 0.02% | −90,283−25.2% | Reduced |
| Assenagon Asset Management S.A. | 266,559 | $18.5M | 0.03% | +219,428+465.6% | Added |
| Castleark Management LLC | 260,740 | $18.1M | 0.53% | +31,250+13.6% | Added |
| Natixis Advisors, L.P. | 258,689 | $18.0M | 0.03% | −24,823−8.8% | Reduced |
| Mercer Global Advisors Inc | 255,127 | $17.7M | 0.03% | +23,880+10.3% | Added |
| Glenview Trust Co | 254,153 | $17.6M | 0.27% | +8,442+3.4% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 251,350 | $17.4M | 0.42% | +22,665+9.9% | Added |
| Crossmark Global Holdings, Inc. | 250,868 | $17.4M | 0.25% | +14,783+6.3% | Added |
| CCM Investment Advisers LLC | 247,128 | $17.2M | 1.64% | −10,321−4.0% | Reduced |
| CWM, LLC | 238,723 | $16.6M | 0.04% | +51,063+27.2% | Added |
| Cetera Investment Advisers | 236,584 | $16.4M | 0.02% | −10,389−4.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 234,437 | $16.3M | 0.04% | −8,859−3.6% | Reduced |
| Federated Hermes, Inc. | 233,815 | $16.2M | 0.03% | −125,055−34.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 223,170 | $16.1M | 0.02% | +24,952+12.6% | Added |
| Parallax Volatility Advisers, L.P. | 231,783 | $16.1M | 0.50% | −187,129−44.7% | Reduced |
| Mediolanum International Funds Ltd | 230,886 | $16.0M | 0.16% | +86,955+60.4% | Added |
| California State Teachers Retirement System | 225,400 | $15.6M | 0.02% | −233−0.1% | Reduced |
| Voya Investment Management LLC | 217,874 | $15.1M | 0.01% | +19,694+9.9% | Added |
| Evergreen Capital Management LLC | 215,982 | $15.0M | 0.34% | −1,524−0.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 215,975 | $15.0M | 0.04% | −74,084−25.5% | Reduced |
| Clearfield Capital Management LP | 207,700 | $14.4M | 7.79% | −88,800−29.9% | Reduced |
| National Bank of Canada | 207,468 | $14.4M | 0.01% | −142,694−40.8% | Reduced |
| Capital Fund Management S.A. | 205,183 | $14.2M | 0.13% | +172,784+533.3% | Added |
| Macquarie Group Ltd | 204,915 | $14.2M | 0.06% | −564,440−73.4% | Reduced |
| Dana Investment Advisors, Inc. | 201,683 | $14.0M | 0.41% | −11,740−5.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 199,902 | $13.9M | 0.56% | +100,902+101.9% | Added |
| Interval Partners, LP | 194,232 | $13.5M | 0.32% | −1,213,114−86.2% | Reduced |
| Mane Global Capital Management LP | 194,000 | $13.5M | 0.74% | +194,000 | New |
| Commonwealth Equity Services, LLC | 193,898 | $13.5M | 0.02% | −151,339−43.8% | Reduced |
| Teacher Retirement System of Texas | 192,384 | $13.4M | 0.05% | +116,891+154.8% | Added |
| Canada Pension Plan Investment Board | 189,682 | $13.2M | 0.01% | +96,060+102.6% | Added |
| CI Private Wealth, LLC | 189,365 | $13.1M | 0.02% | +42,895+29.3% | Added |
| Natixis | 184,520 | $12.8M | 0.05% | +184,520 | New |
| State of Michigan Retirement System | 183,503 | $12.7M | 0.06% | −1,900−1.0% | Reduced |
| Concurrent Investment Advisors, LLC | 175,400 | $12.2M | 0.14% | +127,880+269.1% | Added |
| Czech National Bank | 171,036 | $11.9M | 0.08% | +6,299+3.8% | Added |
| Discovery Capital Management, LLC | 167,000 | $11.6M | 0.63% | +167,000 | New |
| Cozad Asset Management Inc | 164,138 | $11.4M | 0.88% | +19,088+13.2% | Added |
| Sienna Gestion | 163,576 | $11.3M | 0.68% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 159,267 | $11.1M | 0.02% | −872−0.5% | Reduced |
| The PNC Financial Services Group, Inc. | 158,269 | $11.0M | 0.01% | +32,304+25.6% | Added |
| Pinebridge Investments LLC | 157,908 | $11.0M | 0.08% | +157,908 | New |
| HB Wealth Management, LLC | 156,942 | $10.9M | 0.07% | +5,021+3.3% | Added |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 156,091 | $10.8M | 0.16% | +156,091 | New |
| MetLife Investment Management | 155,549 | $10.8M | 0.05% | −5,442−3.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 150,877 | $10.5M | 0.05% | −4,881−3.1% | Reduced |
| Rock Point Advisors, LLC | 150,608 | $10.5M | 2.62% | −2,030−1.3% | Reduced |
| RBF Capital, LLC | 150,000 | $10.4M | 0.48% | −20,000−11.8% | Reduced |
| Capital International Sarl | 148,113 | $10.3M | 0.17% | +7,381+5.2% | Added |
| CIBC Asset Management Inc | 147,508 | $10.2M | 0.02% | +57,169+63.3% | Added |
| PFA Pension, Forsikringsaktieselskab | 146,221 | $10.1M | 0.03% | +146,221 | New |
| PEAK6 LLC | 145,641 | $10.1M | 0.28% | +36,191+33.1% | Added |
| Public Sector Pension Investment Board | 144,831 | $10.1M | 0.03% | +26,024+21.9% | Added |
| Wealthfront Advisers LLC | 143,124 | $9.93M | 0.02% | +2,778+2.0% | Added |
| Banco Santander, S.A. | 142,725 | $9.91M | 0.07% | −31,107−17.9% | Reduced |
| RWC Asset Management LLP | 142,067 | $9.86M | 0.48% | +15,882+12.6% | Added |
| Xponance, Inc. | 142,053 | $9.86M | 0.07% | +28,283+24.9% | Added |
| O'Shaughnessy Asset Management, LLC | 141,795 | $9.84M | 0.05% | +29,019+25.7% | Added |
| Meeder Asset Management Inc | 141,672 | $9.83M | 0.53% | +953+0.7% | Added |