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 |
|---|---|---|---|---|---|
| Patient Capital Management, LLC | 552,514 | $36.7M | 1.37% | −127,891−18.8% | Reduced |
| CSM Advisors, LLC | 545,322 | $36.3M | 0.89% | −83,779−13.3% | Reduced |
| Hosking Partners LLP | 544,952 | $36.2M | 1.30% | +15,052+2.8% | Added |
| Cerity Partners LLC | 543,849 | $36.2M | 0.05% | +118,195+27.8% | Added |
| State Board of Administration of Florida Retirement System | 543,378 | $36.1M | 0.07% | −709−0.1% | Reduced |
| TD Asset Management Inc | 520,709 | $34.6M | 0.03% | −103,628−16.6% | Reduced |
| Prudential Financial Inc | 518,800 | $34.5M | 0.04% | +79,879+18.2% | Added |
| Janney Montgomery Scott LLC | 484,237 | $32.2M | 0.08% | +361,352+294.1% | Added |
| Swiss National Bank | 479,100 | $31.9M | 0.02% | +31,800+7.1% | Added |
| Mariner, LLC | 474,847 | $31.6M | 0.04% | +158,879+50.3% | Added |
| Millennium Management LLC | 455,951 | $30.3M | 0.02% | −44,594−8.9% | Reduced |
| Treasurer of the State of North Carolina | 446,397 | $29.7M | 0.09% | +22,226+5.2% | Added |
| Creative Planning | 445,632 | $29.6M | 0.02% | +141,674+46.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 433,476 | $28.8M | 0.07% | +217,501+100.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 419,483 | $27.9M | 0.02% | −28,938−6.5% | Reduced |
| Waycross Partners, LLC | 418,263 | $27.8M | 2.66% | +12,938+3.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 411,443 | $27.3M | 0.05% | +11,415+2.9% | Added |
| Public Employees Retirement System of Ohio | 397,179 | $26.4M | 0.09% | −53,416−11.9% | Reduced |
| Advisor Group Holdings, Inc. | 388,889 | $25.9M | 0.04% | +92,436+31.2% | Added |
| Jane Street Group, LLC | 386,344 | $25.7M | 0.03% | −1,656,502−81.1% | Reduced |
| Calamos Advisors LLC | 379,989 | $25.3M | 0.10% | +11,395+3.1% | Added |
| J. L. Bainbridge & Co., Inc. | 376,784 | $25.0M | 2.26% | −121,996−24.5% | Reduced |
| Hallmark Capital Management Inc | 369,852 | $24.6M | 1.58% | +290.0% | Added |
| Caisse de Depot Et Placement du Quebec | 359,266 | $23.9M | 0.04% | −355,934−49.8% | Reduced |
| Alyeska Investment Group, L.P. | 354,336 | $23.6M | 0.07% | +354,336 | New |
| Manufacturers Life Insurance Company, The | 342,614 | $22.8M | 0.02% | −27,336−7.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 330,011 | $21.9M | 0.06% | −8,863−2.6% | Reduced |
| Baird Financial Group, Inc. | 310,187 | $20.6M | 0.03% | +242,142+355.9% | Added |
| Dana Investment Advisors, Inc. | 308,161 | $20.5M | 0.61% | +106,478+52.8% | Added |
| Virginia Retirement Systems Et Al | 307,800 | $20.5M | 0.15% | 00.0% | Unchanged |
| CWM, LLC | 306,492 | $20.4M | 0.05% | +67,769+28.4% | Added |
| HighTower Advisors, LLC | 305,977 | $20.3M | 0.02% | +20,201+7.1% | Added |
| Point72 Asset Management, L.P. | 294,187 | $19.6M | 0.03% | −281,028−48.9% | Reduced |
| Mercer Global Advisors Inc | 293,288 | $19.5M | 0.03% | +38,161+15.0% | Added |
| Truist Financial Corp | 288,093 | $19.2M | 0.03% | +153,112+113.4% | Added |
| Cetera Investment Advisers | 288,067 | $19.2M | 0.02% | +51,483+21.8% | Added |
| CI Private Wealth, LLC | 290,245 | $19.1M | 0.03% | +100,880+53.3% | Added |
| Woodson Capital Management, LP | 287,000 | $19.1M | 3.09% | +287,000 | New |
| Great West Life Assurance Co | 285,625 | $19.0M | 0.03% | −8,650−2.9% | Reduced |
| Vanguard Asset Management, Ltd | 277,788 | $18.5M | 0.02% | +277,788 | New |
| Glenview Trust Co | 274,125 | $18.2M | 0.29% | +19,972+7.9% | Added |
| State of Tennessee, Treasury Department | 270,455 | $18.0M | 0.06% | −91,452−25.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 268,758 | $18.0M | 0.72% | +68,856+34.4% | Added |
| Korea Investment CORP | 269,502 | $17.9M | 0.04% | −172,247−39.0% | Reduced |
| New York State Common Retirement Fund | 268,272 | $17.8M | 0.02% | 00.0% | Unchanged |
| Group One Trading, L.P. | 267,715 | $17.8M | 0.59% | −67,922−20.2% | Reduced |
| Canada Pension Plan Investment Board | 265,845 | $17.7M | 0.01% | +76,163+40.2% | Added |
| Voya Investment Management LLC | 260,498 | $17.3M | 0.02% | +42,624+19.6% | Added |
| Crossmark Global Holdings, Inc. | 255,470 | $17.0M | 0.25% | +4,602+1.8% | Added |
| Federated Hermes, Inc. | 251,851 | $16.7M | 0.03% | +18,036+7.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 253,551 | $16.7M | 0.12% | −20,977−7.6% | Reduced |
| SG Americas Securities, LLC | 248,772 | $16.5M | 0.02% | −67,538−21.4% | Reduced |
| Glenmede Trust Co NA | 248,106 | $16.5M | 0.08% | −50,411−16.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 264,949 | $16.4M | 0.04% | +41,779+18.7% | Added |
| Natixis Advisors, L.P. | 244,811 | $16.3M | 0.02% | −13,878−5.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 235,720 | $15.7M | 0.04% | +1,283+0.5% | Added |
| RWC Asset Management LLP | 228,358 | $15.2M | 0.63% | +86,291+60.7% | Added |
| National Bank of Canada | 226,047 | $15.0M | 0.02% | +18,579+9.0% | Added |
| PFA Pension, Forsikringsaktieselskab | 218,551 | $14.5M | 0.04% | +72,330+49.5% | Added |
| California State Teachers Retirement System | 213,358 | $14.2M | 0.02% | −12,042−5.3% | Reduced |
| Stifel Financial Corp | 212,421 | $14.1M | 0.01% | −59,867−22.0% | Reduced |
| Zweig-DiMenna Associates LLC | 212,060 | $14.1M | 1.98% | −60,250−22.1% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 209,425 | $13.9M | 0.21% | +209,425 | New |
| Teacher Retirement System of Texas | 207,409 | $13.8M | 0.06% | +15,025+7.8% | Added |
| MML Investors Services, LLC | 204,743 | $13.6M | 0.04% | +84,819+70.7% | Added |
| Macquarie Group Ltd | 201,145 | $13.4M | 0.08% | −3,770−1.8% | Reduced |
| iA Global Asset Management Inc. | 198,983 | $13.2M | 0.19% | +106,841+116.0% | Added |
| Clearfield Capital Management LP | 197,800 | $13.1M | 7.21% | −9,900−4.8% | Reduced |
| Empowered Funds, LLC | 195,513 | $13.0M | 0.08% | +195,513 | New |
| Commonwealth Equity Services, LLC | 192,240 | $12.8M | 0.02% | −1,658−0.9% | Reduced |
| Citadel Advisors LLC | 190,809 | $12.7M | 0.01% | −106,335−35.8% | Reduced |
| Royal London Asset Management Ltd | 188,731 | $12.5M | 0.03% | +107,768+133.1% | Added |
| D. E. Shaw & Co., Inc. | 188,361 | $12.5M | 0.01% | −360,852−65.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 185,821 | $12.4M | 0.06% | +44,026+31.0% | Added |
| State of Michigan Retirement System | 183,403 | $12.2M | 0.06% | −100−0.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 181,699 | $12.1M | 0.01% | +50,298+38.3% | Added |
| HB Wealth Management, LLC | 177,145 | $11.8M | 0.08% | +20,203+12.9% | Added |
| Czech National Bank | 176,909 | $11.8M | 0.08% | +5,873+3.4% | Added |
| Concurrent Investment Advisors, LLC | 171,285 | $11.4M | 0.12% | −4,115−2.3% | Reduced |
| Fifth Third Bancorp | 170,874 | $11.4M | 0.02% | +99,421+139.1% | Added |
| Evergreen Capital Management LLC | 167,452 | $11.1M | 0.24% | −48,530−22.5% | Reduced |
| Cozad Asset Management Inc | 165,103 | $11.0M | 0.86% | +965+0.6% | Added |
| Public Sector Pension Investment Board | 164,502 | $10.9M | 0.03% | +19,671+13.6% | Added |
| Colony Group, LLC | 163,317 | $10.9M | 0.01% | +30,969+23.4% | Added |
| Man Group plc | 156,946 | $10.4M | 0.02% | +118,421+307.4% | Added |
| The PNC Financial Services Group, Inc. | 156,576 | $10.4M | 0.01% | −1,693−1.1% | Reduced |
| Xponance, Inc. | 155,832 | $10.4M | 0.07% | +13,779+9.7% | Added |
| QRG Capital Management, Inc. | 154,544 | $10.3M | 0.11% | +16,769+12.2% | Added |
| MetLife Investment Management | 151,820 | $10.1M | 0.05% | −3,729−2.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 151,314 | $10.1M | 0.05% | +437+0.3% | Added |
| Nisa Investment Advisors, LLC | 150,367 | $10.0M | 0.04% | +45,028+42.7% | Added |
| RBF Capital, LLC | 150,000 | $9.97M | 0.49% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 148,706 | $9.89M | 0.02% | +1,198+0.8% | Added |
| Rock Point Advisors, LLC | 146,208 | $9.72M | 2.63% | −4,400−2.9% | Reduced |
| Wealthfront Advisers LLC | 145,501 | $9.67M | 0.02% | +2,377+1.7% | Added |
| Standard Life Aberdeen plc | 145,200 | $9.65M | 0.02% | −14,067−8.8% | Reduced |
| Aristides Capital LLC | 143,418 | $9.53M | 3.15% | +18,086+14.4% | Added |
| Caption Management, LLC | 142,800 | $9.49M | 0.45% | +134,100+1,541.4% | Added |
| AustralianSuper Pty Ltd | 142,666 | $9.48M | 0.05% | +65,339+84.5% | Added |
| Aviva PLC | 141,200 | $9.39M | 0.02% | +1,419+1.0% | Added |