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Delek US Holdings, Inc.

DK
Exchange
NYSE
Industry
Petroleum Refining
SEC CIK
0001694426

In the last 90 days, Delek US Holdings, Inc. insiders filed 0 open-market purchases and 12 sales; 300 institutions reported holding it in 13F filings for Q2 2026, worth $3.14B in total; no superinvestor holds it.

13F holders, Q2 2025

Institutional positions in Delek US Holdings, Inc. as of Jun 30, 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
219
+2 vs. Q1 2025
Shares held
65.4M
−2.83M (−4.1%) vs. Q1 2025
Total value
$1.39B
+$361.2M (+35.1%) vs. Q1 2025
New holders
32
79 more added
Sold out
30
75 more reduced

3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting DK 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.

Institutional holdersQ2 2025: 219 institutions
Q1 2021: 169 institutionsQ2 2021: 185 institutionsQ3 2021: 172 institutionsQ4 2021: 183 institutionsQ1 2022: 196 institutionsQ2 2022: 232 institutionsQ3 2022: 236 institutionsQ4 2022: 241 institutionsQ1 2023: 218 institutionsQ2 2023: 209 institutionsQ3 2023: 218 institutionsQ4 2023: 222 institutionsQ1 2024: 222 institutionsQ2 2024: 227 institutionsQ3 2024: 213 institutionsQ4 2024: 221 institutionsQ1 2025: 220 institutionsQ2 2025: 219 institutionsQ3 2025: 261 institutionsQ4 2025: 256 institutionsQ1 2026: 278 institutionsQ2 2026: 300 institutions
Value heldQ2 2025: $1.39B
Q1 2021: $1.53BQ2 2021: $1.49BQ3 2021: $1.24BQ4 2021: $1.04BQ1 2022: $1.40BQ2 2022: $1.74BQ3 2022: $1.79BQ4 2022: $1.71BQ1 2023: $1.51BQ2 2023: $1.52BQ3 2023: $1.82BQ4 2023: $1.69BQ1 2024: $2.01BQ2 2024: $1.59BQ3 2024: $1.29BQ4 2024: $1.28BQ1 2025: $1.03BQ2 2025: $1.39BQ3 2025: $1.97BQ4 2025: $1.88BQ1 2026: $2.76BQ2 2026: $3.14B
Institutions holding DK and their total value by quarter
QuarterHoldersValue
Q2 2026300$3.14B
Q1 2026278$2.76B
Q4 2025256$1.88B
Q3 2025261$1.97B
Q2 2025219$1.39B
Q1 2025220$1.03B
Q4 2024221$1.28B
Q3 2024213$1.29B
Q2 2024227$1.59B
Q1 2024222$2.01B
Q4 2023222$1.69B
Q3 2023218$1.82B
Q2 2023209$1.52B
Q1 2023218$1.51B
Q4 2022241$1.71B
Q3 2022236$1.79B
Q2 2022232$1.74B
Q1 2022196$1.40B
Q4 2021183$1.04B
Q3 2021172$1.24B
Q2 2021185$1.49B
Q1 2021169$1.53B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Delek US Holdings, Inc.; share changes are against Q1 2025.

Institutions holding DK in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc6,455,804$136.7M0.00%−145,235−2.2%Reduced
BlackRock, Inc.4,890,635$103.6M0.00%−1,212,094−19.9%Reduced
Ion Asset Management Ltd.3,743,890$79.3M4.79%+67,490+1.8%Added
River Road Asset Management, LLC3,425,981$76.6M0.97%−427,207−11.1%Reduced
Rubric Capital Management LP2,687,449$56.9M0.92%00.0%Unchanged
T. Rowe Price Investment Management, Inc.2,583,701$54.7M0.03%+1,672,784+183.6%Added
State Street Corp2,453,029$52.0M0.00%−305,729−11.1%Reduced
Dimensional Fund Advisors LP2,098,500$44.4M0.01%−1,560,154−42.6%Reduced
FMR LLC1,656,148$35.1M0.00%+38,181+2.4%Added
Morgan Stanley1,607,994$34.1M0.00%+252,968+18.7%Added
Harel Insurance Investments & Financial Services Ltd.1,601,777$33.9M0.39%+851,458+113.5%Added
Citadel Advisors LLC1,520,515$32.2M0.03%−343,191−18.4%Reduced
Barclays PLC1,447,682$30.7M0.01%−192,894−11.8%Reduced
Geode Capital Management, LLC1,419,339$30.1M0.00%−60,532−4.1%Reduced
Fisher Asset Management, LLC1,383,299$29.3M0.01%−219,212−13.7%Reduced
Millennium Management LLC1,301,745$27.6M0.02%+470,796+56.7%Added
Charles Schwab Investment Management Inc1,293,143$27.4M0.00%+255,544+24.6%Added
Deprince Race & Zollo Inc1,213,635$25.7M0.53%−527,031−30.3%Reduced
Allianz Asset Management GmbH1,051,066$22.3M0.03%+211,791+25.2%Added
Goldman Sachs Group Inc966,706$20.5M0.00%−921,097−48.8%Reduced
Systematic Financial Management LP914,458$19.4M0.52%+3,026+0.3%Added
Clifford Capital Partners LLC807,249$17.1M3.26%+14,872+1.9%Added
Hotchkis & Wiley Capital Management LLC795,780$16.9M0.05%+68,970+9.5%Added
Northern Trust Corp793,095$16.8M0.00%−193,991−19.7%Reduced
Jane Street Group, LLC775,670$16.4M0.03%+670,291+636.1%Added
Nuveen, LLC759,643$16.1M0.00%−144,766−16.0%Reduced
Walleye Capital LLC754,453$16.0M0.15%+754,453New
Callodine Capital Management, LP717,245$15.2M1.57%+42,584+6.3%Added
Ameriprise Financial Inc678,416$14.4M0.00%+16,665+2.5%Added
Philosophy Capital Management LLC650,000$13.8M1.73%−744,323−53.4%Reduced
Towle & Co647,238$13.7M3.22%−82,903−11.4%Reduced
Bank of America Corp632,695$13.4M0.00%+373,678+144.3%Added
Thomist Capital Management, LP615,907$13.1M7.87%+615,907New
Bridgeway Capital Management, LLC614,780$13.0M0.31%+5,867+1.0%Added
Corigliano Investment Advisers, LLC494,000$10.5M3.29%+364,000+280.0%Added
UBS Group AG491,935$10.4M0.00%+64,501+15.1%Added
Easterly Investment Partners LLC430,702$9.12M0.65%−26,914−5.9%Reduced
Royal Bank of Canada366,941$7.77M0.00%+88,167+31.6%Added
Russell Investments Group, Ltd.361,368$7.65M0.01%−137,737−27.6%Reduced
SIR Capital Management, L.P.355,514$7.53M0.67%+355,514New
Kawa Capital Management, Inc350,000$7.41M13.51%−50,000−12.5%Reduced
Empowered Funds, LLC347,780$7.37M0.08%+5,867+1.7%Added
Rangeley Capital, LLC313,000$6.63M8.35%−26,000−7.7%Reduced
Deutsche Bank AG300,219$6.36M0.00%+239,293+392.8%Added
HITE Hedge Asset Management LLC288,871$6.12M0.35%+288,871New
Bank of New York Mellon Corp283,785$6.01M0.00%−11,942−4.0%Reduced
Manning & Napier Advisors LLC237,007$5.02M0.06%−37,993−13.8%Reduced
UBS Asset Management Americas Inc216,647$4.59M0.00%+69,776+47.5%Added
Lansforsakringar Fondforvaltning AB (publ)215,885$4.57M0.03%+63,249+41.4%Added
Susquehanna Fundamental Investments, LLC201,829$4.27M0.12%−44,573−18.1%Reduced
State of Wisconsin Investment Board198,201$4.20M0.01%+17,494+9.7%Added
Raymond James Financial Inc192,687$4.08M0.00%−870−0.4%Reduced
Lighthouse Investment Partners, LLC175,000$3.71M0.16%+175,000New
Advisors Asset Management, Inc.150,248$3.18M0.06%+3,806+2.6%Added
Invesco Ltd.142,421$3.02M0.00%+29,149+25.7%Added
BNP Paribas Arbitrage, SA137,604$2.91M0.00%−275,812−66.7%Reduced
Two Sigma Investments, LP130,919$2.77M0.00%−139,792−51.6%Reduced
Brevan Howard Capital Management LP128,880$2.73M0.03%+69,806+118.2%Added
JPMorgan Chase & Co119,481$2.53M0.00%−245,043−67.2%Reduced
Swiss National Bank118,191$2.50M0.00%−4,300−3.5%Reduced
Rhumbline Advisers114,309$2.42M0.00%−6,892−5.7%Reduced
AMG National Trust Bank109,223$2.31M0.06%+472+0.4%Added
ExodusPoint Capital Management, LP108,584$2.30M0.03%+108,584New
Envestnet Asset Management Inc105,692$2.24M0.00%+1,299+1.2%Added
LPL Financial LLC95,593$2.02M0.00%+28,373+42.2%Added
Jacobs Levy Equity Management, Inc95,522$2.02M0.01%−287,103−75.0%Reduced
Susquehanna International Group, LLP86,197$1.83M0.00%−94,139−52.2%Reduced
Group One Trading, L.P.83,105$1.76M0.06%+82,916+43,870.9%Added
Verition Fund Management LLC81,403$1.72M0.01%+25,060+44.5%Added
Rafferty Asset Management, LLC81,285$1.72M0.01%−18,976−18.9%Reduced
SEI Investments Co79,051$1.67M0.00%+7,792+10.9%Added
AQR Capital Management LLC78,232$1.66M0.00%+52,358+202.4%Added
Boothbay Fund Management, LLC75,946$1.61M0.05%+75,946New
American Century Companies Inc72,775$1.54M0.00%−54,818−43.0%Reduced
HSBC Holdings PLC70,755$1.49M0.00%−104,218−59.6%Reduced
Mutual Advisors, LLC65,616$1.49M0.04%00.0%Unchanged
Centiva Capital, LP67,466$1.43M0.09%−190,434−73.8%Reduced
Legal & General Group Plc66,111$1.40M0.00%−13,341−16.8%Reduced
Alliancebernstein L.P.65,432$1.39M0.00%00.0%Unchanged
PEAK6 LLC61,553$1.30M0.04%+40,212+188.4%Added
Price T Rowe Associates Inc60,013$1.27M0.00%+3,398+6.0%Added
Freestone Grove Partners LP57,185$1.21M0.01%+40,944+252.1%Added
California State Teachers Retirement System55,646$1.18M0.00%−4,644−7.7%Reduced
Citigroup Inc54,815$1.16M0.00%−219,515−80.0%Reduced
Fox Run Management, L.L.C.54,507$1.15M0.19%+54,507New
Dark Forest Capital Management LP51,501$1.09M0.04%+51,501New
Quantbot Technologies LP51,420$1.09M0.03%+51,420New
Wolverine Trading, LLC50,453$1.07M0.03%+33,199+192.4%Added
Squarepoint Ops LLC50,350$1.07M0.00%+50,350New
Abel Hall, LLC47,448$1.00M0.46%+34,064+254.5%Added
Comerica Bank41,787$885.0K0.00%+1,451+3.6%Added
TD Asset Management Inc41,514$879.3K0.00%+26,268+172.3%Added
Kennondale Capital Management LLC40,875$865.7K0.88%00.0%Unchanged
Wedge Capital Management L L P39,907$845.2K0.02%+3,241+8.8%Added
MetLife Investment Management37,878$802.3K0.00%00.0%Unchanged
SummerHaven Investment Management, LLC35,575$753.5K0.49%+1,095+3.2%Added
International Assets Investment Management, LLC35,186$745.2K0.06%+1,029+3.0%Added
Mirae Asset Global ETFs Holdings Ltd.33,342$706.2K0.00%−3,848−10.3%Reduced
Ethic Inc.33,299$705.6K0.01%−2,510−7.0%Reduced
Renaissance Technologies LLC33,200$703.2K0.00%−87,169−72.4%Reduced