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, Q1 2026
Institutional positions in Delta Air Lines, Inc. as of Mar 31, 2026. 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
- 1,345
- +34 vs. Q4 2025
- Shares held
- 580.9M
- +103.2M (+21.6%) vs. Q4 2025
- Total value
- $38.6B
- +$5.45B (+16.4%) vs. Q4 2025
- New holders
- 175
- 570 more added
- Sold out
- 141
- 387 more reduced
22 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Delta Air Lines, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 44,124,774 | $2.93B | 0.05% | −600,312−1.3% | Reduced |
| Vanguard Capital Management LLC | 41,944,003 | $2.79B | 0.07% | +41,944,003 | New |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 39,809,456 | $2.65B | 1.01% | +39,809,456 | New |
| Sanders Capital, LLC | 29,467,155 | $1.96B | 2.33% | −110,659−0.4% | Reduced |
| FMR LLC | 27,504,033 | $1.83B | 0.10% | +93,216+0.3% | Added |
| Vanguard Portfolio Management LLC | 27,383,084 | $1.82B | 0.10% | +27,383,084 | New |
| State Street Corp | 23,460,114 | $1.56B | 0.05% | +296,470+1.3% | Added |
| Capital International Investors | 20,570,291 | $1.37B | 0.32% | −3,640,810−15.0% | Reduced |
| Geode Capital Management, LLC | 17,970,575 | $1.20B | 0.07% | +556,734+3.2% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 18,002,954 | $1.20B | 1.60% | −1,663,561−8.5% | Reduced |
| Primecap Management Co | 17,548,567 | $1.17B | 0.92% | −45,560−0.3% | Reduced |
| Morgan Stanley | 13,404,779 | $891.1M | 0.05% | +1,093,975+8.9% | Added |
| Bank of New York Mellon Corp | 12,270,241 | $815.7M | 0.15% | +2,773,945+29.2% | Added |
| Dimensional Fund Advisors LP | 10,039,114 | $667.2M | 0.14% | −59,868−0.6% | Reduced |
| AQR Capital Management LLC | 8,439,142 | $549.2M | 0.25% | +2,283,366+37.1% | Added |
| Newport Trust Co | 7,866,420 | $523.0M | 1.28% | −349,923−4.3% | Reduced |
| JPMorgan Chase & Co | 7,364,903 | $465.4M | 0.03% | +1,251,164+20.5% | Added |
| Invesco Ltd. | 6,149,562 | $408.8M | 0.04% | +1,110,388+22.0% | Added |
| Life Cycle Investment Partners Ltd | 5,622,434 | $373.8M | 2.38% | −1,171,969−17.2% | Reduced |
| Goldman Sachs Group Inc | 5,120,841 | $340.4M | 0.04% | +956,145+23.0% | Added |
| Northern Trust Corp | 4,976,188 | $330.8M | 0.04% | −39,544−0.8% | Reduced |
| GMT Capital Corp | 4,423,100 | $294.0M | 13.42% | −36,000−0.8% | Reduced |
| Wellington Management Group LLP | 4,188,723 | $278.5M | 0.05% | −9,623,064−69.7% | Reduced |
| Pacer Advisors, Inc. | 4,033,595 | $268.2M | 0.77% | +1,360,195+50.9% | Added |
| Ameriprise Financial Inc | 4,010,416 | $266.6M | 0.06% | +1,124,327+39.0% | Added |
| Charles Schwab Investment Management Inc | 3,955,412 | $263.0M | 0.04% | +112,489+2.9% | Added |
| Gallagher Fiduciary Advisors, LLC | 3,839,147 | $255.2M | 9.91% | −202,243−5.0% | Reduced |
| Victory Capital Management Inc | 3,721,116 | $247.4M | 0.16% | +624,389+20.2% | Added |
| Allianz Asset Management GmbH | 3,699,894 | $246.0M | 0.28% | −627,825−14.5% | Reduced |
| Vanguard Fiduciary Trust Co | 3,658,883 | $243.2M | 0.06% | +3,658,883 | New |
| Ninety One UK Ltd | 3,623,168 | $240.9M | 0.56% | +118,507+3.4% | Added |
| Par Capital Management Inc | 3,514,445 | $233.6M | 6.79% | −59,765−1.7% | Reduced |
| UBS Group AG | 3,491,538 | $232.1M | 0.04% | +692,401+24.7% | Added |
| LSV Asset Management | 3,280,985 | $218.1M | 0.47% | −50,732−1.5% | Reduced |
| Capital World Investors | 3,218,469 | $214.0M | 0.03% | −5,176,627−61.7% | Reduced |
| Bank of America Corp | 3,078,821 | $204.7M | 0.01% | −79,023−2.5% | Reduced |
| Slate Path Capital LP | 2,966,548 | $197.2M | 2.93% | +39,500+1.3% | Added |
| Neuberger Berman Group LLC | 2,966,050 | $197.2M | 0.15% | +181,947+6.5% | Added |
| Massachusetts Financial Services Co | 2,905,463 | $193.2M | 0.07% | −200,461−6.5% | Reduced |
| Pzena Investment Management LLC | 2,807,667 | $186.7M | 0.61% | −175,126−5.9% | Reduced |
| Russell Investments Group, Ltd. | 2,693,114 | $178.6M | 0.19% | −86,565−3.1% | Reduced |
| Thrivent Financial for Lutherans | 2,677,038 | $178.0M | 0.34% | +35,045+1.3% | Added |
| BNP Paribas Arbitrage, SA | 2,620,552 | $174.2M | 0.11% | +1,484,623+130.7% | Added |
| Lansdowne Partners (UK) LLP | 2,485,899 | $165.3M | 8.85% | +71,491+3.0% | Added |
| Nuveen, LLC | 2,157,662 | $143.4M | 0.04% | −1,926,724−47.2% | Reduced |
| Amundi | 2,063,614 | $137.2M | 0.04% | −81,054−3.8% | Reduced |
| American Century Companies Inc | 2,048,100 | $136.2M | 0.07% | +93,749+4.8% | Added |
| Franklin Resources Inc | 1,983,233 | $131.8M | 0.03% | +1,294,739+188.1% | Added |
| Panagora Asset Management Inc | 1,934,637 | $128.6M | 0.48% | +130,632+7.2% | Added |
| Raymond James Financial Inc | 1,843,401 | $122.3M | 0.04% | −5,608−0.3% | Reduced |
| Great Lakes Advisors, LLC | 1,771,745 | $117.8M | 0.98% | +54,257+3.2% | Added |
| Silvercrest Asset Management Group LLC | 1,755,340 | $116.7M | 0.84% | −37,805−2.1% | Reduced |
| Deutsche Bank AG | 1,690,298 | $112.4M | 0.04% | +476,317+39.2% | Added |
| UBS Asset Management Americas Inc | 1,682,621 | $111.9M | 0.02% | +98,010+6.2% | Added |
| Douglas Lane & Associates, LLC | 1,624,083 | $108.0M | 1.56% | −35,119−2.1% | Reduced |
| Bristol John W & Co Inc | 1,580,135 | $105.0M | 1.73% | −723,620−31.4% | Reduced |
| California Public Employees Retirement System | 1,469,652 | $97.7M | 0.06% | +191,345+15.0% | Added |
| Citigroup Inc | 1,425,836 | $94.8M | 0.06% | −384,140−21.2% | Reduced |
| Vanguard Global Advisers, LLC | 1,416,829 | $94.2M | 0.05% | +1,416,829 | New |
| Legal & General Group Plc | 1,375,894 | $91.5M | 0.02% | +24,928+1.8% | Added |
| SEI Investments Co | 1,339,423 | $89.0M | 0.08% | +300,288+28.9% | Added |
| Alliancebernstein L.P. | 1,280,627 | $88.9M | 0.03% | −273,028−17.6% | Reduced |
| HSBC Holdings PLC | 1,331,488 | $88.6M | 0.05% | −316,789−19.2% | Reduced |
| Bank of Montreal | 1,258,635 | $83.7M | 0.04% | −677,285−35.0% | Reduced |
| Barclays PLC | 1,243,176 | $82.6M | 0.03% | +244,683+24.5% | Added |
| Royal Bank of Canada | 1,233,332 | $82.0M | 0.02% | −370,213−23.1% | Reduced |
| Wells Fargo & Company | 1,209,911 | $80.4M | 0.02% | +163,118+15.6% | Added |
| U S Global Investors Inc | 1,171,746 | $77.9M | 9.08% | −44,985−3.7% | Reduced |
| Nordea Investment Management AB | 1,210,880 | $77.8M | 0.07% | +1,104,837+1,041.9% | Added |
| Envestnet Asset Management Inc | 1,160,397 | $77.1M | 0.02% | +757,671+188.1% | Added |
| Quantinno Capital Management LP | 1,154,253 | $76.7M | 0.13% | +44,581+4.0% | Added |
| River Road Asset Management, LLC | 1,118,701 | $74.4M | 0.84% | −170,255−13.2% | Reduced |
| Rhumbline Advisers | 1,097,270 | $72.9M | 0.06% | −4,577−0.4% | Reduced |
| Zacks Investment Management | 1,078,952 | $71.7M | 0.58% | +1,078,952 | New |
| Southpoint Capital Advisors LP | 1,000,000 | $66.5M | 1.37% | −500,000−33.3% | Reduced |
| Masters Capital Management LLC | 1,000,000 | $66.5M | 9.82% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 961,874 | $63.9M | 0.08% | −253,389−20.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 950,874 | $63.2M | 0.04% | +74,897+8.6% | Added |
| First Trust Advisors LP | 942,773 | $62.7M | 0.04% | +460,465+95.5% | Added |
| Atalanta Sosnoff Capital, LLC | 938,791 | $62.4M | 1.34% | +938,791 | New |
| Price T Rowe Associates Inc | 932,460 | $62.0M | 0.01% | −17,684−1.9% | Reduced |
| Janus Henderson Group PLC | 903,471 | $60.1M | 0.03% | −185,935−17.1% | Reduced |
| Cambiar Investors LLC | 894,062 | $59.4M | 2.75% | +110,562+14.1% | Added |
| Gotham Asset Management, LLC | 893,650 | $59.4M | 0.18% | −78,933−8.1% | Reduced |
| Interval Partners, LP | 855,993 | $56.9M | 1.96% | +661,761+340.7% | Added |
| Adage Capital Partners GP, L.L.C. | 781,911 | $52.0M | 0.08% | +196,300+33.5% | Added |
| SRS Investment Management, LLC | 780,437 | $51.9M | 0.55% | +44,155+6.0% | Added |
| Polar Capital Holdings Plc | 762,178 | $50.7M | 0.22% | +350,791+85.3% | Added |
| Principal Financial Group Inc | 747,998 | $49.7M | 0.03% | +27,577+3.8% | Added |
| Ieq Capital, LLC | 726,978 | $48.3M | 0.22% | +83,918+13.0% | Added |
| Rockefeller Capital Management L.P. | 634,205 | $42.2M | 0.07% | +101,515+19.1% | Added |
| New York State Teachers Retirement System | 622,377 | $41.4M | 0.08% | +2210.0% | Added |
| LPL Financial LLC | 619,988 | $41.2M | 0.01% | +17,182+2.9% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 604,391 | $40.2M | 1.93% | +77,606+14.7% | Added |
| Susquehanna Portfolio Strategies, LLC | 589,953 | $39.2M | 0.58% | 00.0% | Unchanged |
| Nomura Asset Management International Inc. | 585,719 | $38.9M | 0.07% | −113,504−16.2% | Reduced |
| Retirement Systems of Alabama | 578,995 | $38.5M | 0.13% | −450.0% | Reduced |
| Marshall Wace, LLP | 570,650 | $37.9M | 0.04% | +503,050+744.2% | Added |
| Rokos Capital Management LLP | 564,962 | $37.6M | 0.67% | +564,962 | New |
| Capital International Inc | 559,990 | $37.2M | 0.29% | +33,997+6.5% | Added |