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 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 268,272 | $17.8M | 0.02% | 00.0% | Unchanged |
| Korea Investment CORP | 269,502 | $17.9M | 0.04% | −172,247−39.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 268,758 | $18.0M | 0.72% | +68,856+34.4% | Added |
| State of Tennessee, Treasury Department | 270,455 | $18.0M | 0.06% | −91,452−25.3% | Reduced |
| Glenview Trust Co | 274,125 | $18.2M | 0.29% | +19,972+7.9% | Added |
| Vanguard Asset Management, Ltd | 277,788 | $18.5M | 0.02% | +277,788 | New |
| Great West Life Assurance Co | 285,625 | $19.0M | 0.03% | −8,650−2.9% | Reduced |
| Woodson Capital Management, LP | 287,000 | $19.1M | 3.09% | +287,000 | New |
| CI Private Wealth, LLC | 290,245 | $19.1M | 0.03% | +100,880+53.3% | Added |
| Cetera Investment Advisers | 288,067 | $19.2M | 0.02% | +51,483+21.8% | Added |
| Truist Financial Corp | 288,093 | $19.2M | 0.03% | +153,112+113.4% | Added |
| Mercer Global Advisors Inc | 293,288 | $19.5M | 0.03% | +38,161+15.0% | Added |
| Point72 Asset Management, L.P. | 294,187 | $19.6M | 0.03% | −281,028−48.9% | Reduced |
| HighTower Advisors, LLC | 305,977 | $20.3M | 0.02% | +20,201+7.1% | Added |
| CWM, LLC | 306,492 | $20.4M | 0.05% | +67,769+28.4% | Added |
| Virginia Retirement Systems Et Al | 307,800 | $20.5M | 0.15% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 308,161 | $20.5M | 0.61% | +106,478+52.8% | Added |
| Baird Financial Group, Inc. | 310,187 | $20.6M | 0.03% | +242,142+355.9% | Added |
| Chevy Chase Trust Holdings, Inc. | 330,011 | $21.9M | 0.06% | −8,863−2.6% | Reduced |
| Manufacturers Life Insurance Company, The | 342,614 | $22.8M | 0.02% | −27,336−7.4% | Reduced |
| Alyeska Investment Group, L.P. | 354,336 | $23.6M | 0.07% | +354,336 | New |
| Caisse de Depot Et Placement du Quebec | 359,266 | $23.9M | 0.04% | −355,934−49.8% | Reduced |
| Hallmark Capital Management Inc | 369,852 | $24.6M | 1.58% | +290.0% | Added |
| J. L. Bainbridge & Co., Inc. | 376,784 | $25.0M | 2.26% | −121,996−24.5% | Reduced |
| Calamos Advisors LLC | 379,989 | $25.3M | 0.10% | +11,395+3.1% | Added |
| Jane Street Group, LLC | 386,344 | $25.7M | 0.03% | −1,656,502−81.1% | Reduced |
| Advisor Group Holdings, Inc. | 388,889 | $25.9M | 0.04% | +92,436+31.2% | Added |
| Public Employees Retirement System of Ohio | 397,179 | $26.4M | 0.09% | −53,416−11.9% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 411,443 | $27.3M | 0.05% | +11,415+2.9% | Added |
| Waycross Partners, LLC | 418,263 | $27.8M | 2.66% | +12,938+3.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 419,483 | $27.9M | 0.02% | −28,938−6.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 433,476 | $28.8M | 0.07% | +217,501+100.7% | Added |
| Creative Planning | 445,632 | $29.6M | 0.02% | +141,674+46.6% | Added |
| Treasurer of the State of North Carolina | 446,397 | $29.7M | 0.09% | +22,226+5.2% | Added |
| Millennium Management LLC | 455,951 | $30.3M | 0.02% | −44,594−8.9% | Reduced |
| Mariner, LLC | 474,847 | $31.6M | 0.04% | +158,879+50.3% | Added |
| Swiss National Bank | 479,100 | $31.9M | 0.02% | +31,800+7.1% | Added |
| Janney Montgomery Scott LLC | 484,237 | $32.2M | 0.08% | +361,352+294.1% | Added |
| Prudential Financial Inc | 518,800 | $34.5M | 0.04% | +79,879+18.2% | Added |
| TD Asset Management Inc | 520,709 | $34.6M | 0.03% | −103,628−16.6% | Reduced |
| State Board of Administration of Florida Retirement System | 543,378 | $36.1M | 0.07% | −709−0.1% | Reduced |
| Cerity Partners LLC | 543,849 | $36.2M | 0.05% | +118,195+27.8% | Added |
| Hosking Partners LLP | 544,952 | $36.2M | 1.30% | +15,052+2.8% | Added |
| CSM Advisors, LLC | 545,322 | $36.3M | 0.89% | −83,779−13.3% | Reduced |
| Patient Capital Management, LLC | 552,514 | $36.7M | 1.37% | −127,891−18.8% | Reduced |
| Capital International Inc | 559,990 | $37.2M | 0.29% | +33,997+6.5% | Added |
| Rokos Capital Management LLP | 564,962 | $37.6M | 0.67% | +564,962 | New |
| Marshall Wace, LLP | 570,650 | $37.9M | 0.04% | +503,050+744.2% | Added |
| Retirement Systems of Alabama | 578,995 | $38.5M | 0.13% | −450.0% | Reduced |
| Nomura Asset Management International Inc. | 585,719 | $38.9M | 0.07% | −113,504−16.2% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 589,953 | $39.2M | 0.58% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 604,391 | $40.2M | 1.93% | +77,606+14.7% | Added |
| LPL Financial LLC | 619,988 | $41.2M | 0.01% | +17,182+2.9% | Added |
| New York State Teachers Retirement System | 622,377 | $41.4M | 0.08% | +2210.0% | Added |
| Rockefeller Capital Management L.P. | 634,205 | $42.2M | 0.07% | +101,515+19.1% | Added |
| Ieq Capital, LLC | 726,978 | $48.3M | 0.22% | +83,918+13.0% | Added |
| Principal Financial Group Inc | 747,998 | $49.7M | 0.03% | +27,577+3.8% | Added |
| Polar Capital Holdings Plc | 762,178 | $50.7M | 0.22% | +350,791+85.3% | Added |
| SRS Investment Management, LLC | 780,437 | $51.9M | 0.55% | +44,155+6.0% | Added |
| Adage Capital Partners GP, L.L.C. | 781,911 | $52.0M | 0.08% | +196,300+33.5% | Added |
| Interval Partners, LP | 855,993 | $56.9M | 1.96% | +661,761+340.7% | Added |
| Gotham Asset Management, LLC | 893,650 | $59.4M | 0.18% | −78,933−8.1% | Reduced |
| Cambiar Investors LLC | 894,062 | $59.4M | 2.75% | +110,562+14.1% | Added |
| Janus Henderson Group PLC | 903,471 | $60.1M | 0.03% | −185,935−17.1% | Reduced |
| Price T Rowe Associates Inc | 932,460 | $62.0M | 0.01% | −17,684−1.9% | Reduced |
| Atalanta Sosnoff Capital, LLC | 938,791 | $62.4M | 1.34% | +938,791 | New |
| First Trust Advisors LP | 942,773 | $62.7M | 0.04% | +460,465+95.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 950,874 | $63.2M | 0.04% | +74,897+8.6% | Added |
| Susquehanna International Group, LLP | 961,874 | $63.9M | 0.08% | −253,389−20.9% | Reduced |
| 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 |
| Zacks Investment Management | 1,078,952 | $71.7M | 0.58% | +1,078,952 | New |
| Rhumbline Advisers | 1,097,270 | $72.9M | 0.06% | −4,577−0.4% | Reduced |
| River Road Asset Management, LLC | 1,118,701 | $74.4M | 0.84% | −170,255−13.2% | Reduced |
| Quantinno Capital Management LP | 1,154,253 | $76.7M | 0.13% | +44,581+4.0% | Added |
| Envestnet Asset Management Inc | 1,160,397 | $77.1M | 0.02% | +757,671+188.1% | Added |
| Nordea Investment Management AB | 1,210,880 | $77.8M | 0.07% | +1,104,837+1,041.9% | Added |
| U S Global Investors Inc | 1,171,746 | $77.9M | 9.08% | −44,985−3.7% | Reduced |
| Wells Fargo & Company | 1,209,911 | $80.4M | 0.02% | +163,118+15.6% | Added |
| Royal Bank of Canada | 1,233,332 | $82.0M | 0.02% | −370,213−23.1% | Reduced |
| Barclays PLC | 1,243,176 | $82.6M | 0.03% | +244,683+24.5% | Added |
| Bank of Montreal | 1,258,635 | $83.7M | 0.04% | −677,285−35.0% | Reduced |
| HSBC Holdings PLC | 1,331,488 | $88.6M | 0.05% | −316,789−19.2% | Reduced |
| Alliancebernstein L.P. | 1,280,627 | $88.9M | 0.03% | −273,028−17.6% | Reduced |
| SEI Investments Co | 1,339,423 | $89.0M | 0.08% | +300,288+28.9% | Added |
| Legal & General Group Plc | 1,375,894 | $91.5M | 0.02% | +24,928+1.8% | Added |
| Vanguard Global Advisers, LLC | 1,416,829 | $94.2M | 0.05% | +1,416,829 | New |
| Citigroup Inc | 1,425,836 | $94.8M | 0.06% | −384,140−21.2% | Reduced |
| California Public Employees Retirement System | 1,469,652 | $97.7M | 0.06% | +191,345+15.0% | Added |
| Bristol John W & Co Inc | 1,580,135 | $105.0M | 1.73% | −723,620−31.4% | Reduced |
| Douglas Lane & Associates, LLC | 1,624,083 | $108.0M | 1.56% | −35,119−2.1% | Reduced |
| UBS Asset Management Americas Inc | 1,682,621 | $111.9M | 0.02% | +98,010+6.2% | Added |
| Deutsche Bank AG | 1,690,298 | $112.4M | 0.04% | +476,317+39.2% | Added |
| Silvercrest Asset Management Group LLC | 1,755,340 | $116.7M | 0.84% | −37,805−2.1% | Reduced |
| Great Lakes Advisors, LLC | 1,771,745 | $117.8M | 0.98% | +54,257+3.2% | Added |
| Raymond James Financial Inc | 1,843,401 | $122.3M | 0.04% | −5,608−0.3% | Reduced |
| Panagora Asset Management Inc | 1,934,637 | $128.6M | 0.48% | +130,632+7.2% | Added |
| Franklin Resources Inc | 1,983,233 | $131.8M | 0.03% | +1,294,739+188.1% | Added |
| American Century Companies Inc | 2,048,100 | $136.2M | 0.07% | +93,749+4.8% | Added |
| Amundi | 2,063,614 | $137.2M | 0.04% | −81,054−3.8% | Reduced |