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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, Q4 2025

Institutional positions in Delek US Holdings, 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
256
+4 vs. Q3 2025
Shares held
63.3M
+4.58M (+7.8%) vs. Q3 2025
Total value
$1.88B
−$17.4M (−0.9%) vs. Q3 2025
New holders
46
85 more added
Sold out
42
84 more reduced

9 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 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 holdersQ4 2025: 256 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 heldQ4 2025: $1.88B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Delek US Holdings, Inc.; share changes are against Q3 2025.

Institutions holding DK in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc6,330,858$187.8M0.00%+38,577+0.6%Added
BlackRock, Inc.5,012,464$148.7M0.00%+94,874+1.9%Added
Rubric Capital Management LP2,687,449$79.7M0.95%00.0%Unchanged
State Street Corp2,639,447$78.3M0.00%+87,846+3.4%Added
River Road Asset Management, LLC2,547,919$75.6M0.83%−860,940−25.3%Reduced
Goldman Sachs Group Inc2,426,009$72.0M0.01%−155,020−6.0%Reduced
Morgan Stanley2,033,037$60.3M0.00%+403,059+24.7%Added
ION Fund Management Ltd1,767,601$52.4M6.69%+1,767,601New
Norges Bank1,630,950$48.4M0.01%+1,630,950New
Charles Schwab Investment Management Inc1,526,383$45.3M0.01%+48,007+3.2%Added
FMR LLC1,522,321$45.2M0.00%−104,348−6.4%Reduced
Geode Capital Management, LLC1,436,776$42.6M0.00%+40,038+2.9%Added
Barclays PLC1,424,769$42.3M0.02%−448,809−24.0%Reduced
Allianz Asset Management GmbH1,386,239$41.1M0.05%−87,844−6.0%Reduced
Arrowstreet Capital, Limited Partnership1,260,201$37.4M0.02%−46,068−3.5%Reduced
Two Sigma Investments, LP1,140,044$33.8M0.05%+628,540+122.9%Added
Fisher Asset Management, LLC1,044,693$31.0M0.01%−295,879−22.1%Reduced
Price T Rowe Associates Inc996,059$29.5M0.00%+934,448+1,516.7%Added
Healthcare of Ontario Pension Plan Trust Fund954,900$28.3M0.05%+879,900+1,173.2%Added
Nuveen, LLC948,327$28.1M0.01%+90,610+10.6%Added
Citadel Advisors LLC926,560$27.5M0.02%−306,776−24.9%Reduced
Two Sigma Advisers, LP902,755$26.8M0.05%+610,455+208.8%Added
Voloridge Investment Management, LLC888,745$26.4M0.09%+166,461+23.0%Added
T. Rowe Price Investment Management, Inc.839,971$24.9M0.02%−403,768−32.5%Reduced
Jane Street Group, LLC769,454$22.8M0.03%−234,766−23.4%Reduced
Squarepoint Ops LLC720,525$21.4M0.04%+720,525New
Systematic Financial Management LP628,274$18.6M0.44%−90,061−12.5%Reduced
Northern Trust Corp622,119$18.5M0.00%−90,453−12.7%Reduced
Renaissance Technologies LLC591,769$17.6M0.03%+413,700+232.3%Added
Ameriprise Financial Inc577,910$17.1M0.00%−2,562−0.4%Reduced
D. E. Shaw & Co., Inc.568,447$16.9M0.01%+356,464+168.2%Added
Point72 Asset Management, L.P.566,242$16.8M0.03%+566,242New
UBS Asset Management Americas Inc494,130$14.7M0.00%+355,818+257.3%Added
Voleon Capital Management LP443,943$13.2M0.28%+150,662+51.4%Added
BNP Paribas Arbitrage, SA443,465$13.2M0.01%−169,620−27.7%Reduced
Millennium Management LLC422,867$12.5M0.01%−31,681−7.0%Reduced
Bank of New York Mellon Corp408,595$12.1M0.00%+168,600+70.3%Added
UBS Group AG397,143$11.8M0.00%−124,954−23.9%Reduced
JPMorgan Chase & Co393,452$11.7M0.00%+152,061+63.0%Added
Bank of America Corp388,200$11.5M0.00%−11,514−2.9%Reduced
Jump Financial, LLC385,570$11.4M0.14%−15,396−3.8%Reduced
Hotchkis & Wiley Capital Management LLC380,010$11.3M0.03%−47,140−11.0%Reduced
Clifford Capital Partners LLC373,769$11.1M1.88%−232,890−38.4%Reduced
Tudor Investment Corp Et Al367,955$10.9M0.06%+18,244+5.2%Added
Easterly Investment Partners LLC297,060$8.81M0.54%−44,909−13.1%Reduced
PDT Partners, LLC292,036$8.66M0.56%+49,920+20.6%Added
HRT Financial LP287,041$8.51M0.03%+124,411+76.5%Added
Federated Hermes, Inc.255,316$7.57M0.01%+87,485+52.1%Added
Nearwater Capital Markets, Ltd255,000$7.56M0.13%+255,000New
Invesco Ltd.252,108$7.48M0.00%+55,941+28.5%Added
Qube Research & Technologies Ltd250,858$7.44M0.01%+250,858New
Campbell & CO Investment Adviser LLC250,831$7.44M0.36%+250,831New
Alberta Investment Management Corp242,300$7.19M0.04%+242,300New
AQR Capital Management LLC212,620$6.31M0.00%+23,642+12.5%Added
Engineers Gate Manager LP187,928$5.57M0.07%+132,174+237.1%Added
State of Wisconsin Investment Board182,467$5.41M0.01%+28,114+18.2%Added
Canada Pension Plan Investment Board155,300$4.61M0.00%+22,800+17.2%Added
Trexquant Investment LP155,079$4.60M0.04%−191,360−55.2%Reduced
Sagefield Capital LP154,082$4.57M0.39%+860+0.6%Added
Advisors Asset Management, Inc.147,939$4.39M0.07%−3,449−2.3%Reduced
Edgestream Partners, L.P.139,124$4.13M0.12%+139,124New
XTX Topco Ltd138,495$4.11M0.11%+108,231+357.6%Added
Empowered Funds, LLC137,918$4.09M0.07%−86,058−38.4%Reduced
Hillsdale Investment Management Inc.134,540$3.99M0.11%+134,540New
American Century Companies Inc134,296$3.98M0.00%+21,735+19.3%Added
Raymond James Financial Inc134,210$3.98M0.00%−53,314−28.4%Reduced
Gsa Capital Partners LLP120,119$3.56M0.31%+105,601+727.4%Added
Swiss National Bank118,191$3.51M0.00%00.0%Unchanged
Quantbot Technologies LP117,578$3.49M0.12%−133,125−53.1%Reduced
GeoSphere Capital Management, LLC117,500$3.49M2.41%−32,500−21.7%Reduced
Connor, Clark & Lunn Investment Management Ltd.114,538$3.40M0.01%+100,117+694.2%Added
Jacobs Levy Equity Management, Inc109,675$3.25M0.01%+4,977+4.8%Added
Counterpoint Mutual Funds LLC106,956$3.17M0.24%+19,135+21.8%Added
Rafferty Asset Management, LLC104,742$3.11M0.01%+20,495+24.3%Added
Aquatic Capital Management LLC102,822$3.05M0.09%−50,251−32.8%Reduced
Royal Bank of Canada102,602$3.04M0.00%−105,102−50.6%Reduced
Rangeley Capital, LLC102,000$3.03M2.61%−104,000−50.5%Reduced
Rhumbline Advisers85,837$2.55M0.00%−18,572−17.8%Reduced
Russell Investments Group, Ltd.84,008$2.49M0.00%−363−0.4%Reduced
Schonfeld Strategic Advisors LLC82,362$2.44M0.01%+22,009+36.5%Added
Algert Global LLC81,826$2.43M0.04%−19,440−19.2%Reduced
Capital Fund Management S.A.81,288$2.41M0.02%+31,982+64.9%Added
LPL Financial LLC78,937$2.34M0.00%−31,600−28.6%Reduced
Kennondale Capital Management LLC75,810$2.25M1.65%+17,495+30.0%Added
Comerica Bank75,324$2.23M0.01%+30,123+66.6%Added
Victory Capital Management Inc74,367$2.21M0.00%+67,661+1,009.0%Added
Burney Co74,114$2.20M0.07%+74,114New
AMG National Trust Bank70,806$2.10M0.05%−39,794−36.0%Reduced
Atom Investors LP67,524$2.00M0.16%+67,524New
Wells Fargo & Company67,198$1.99M0.00%+29,678+79.1%Added
Legal & General Group Plc67,123$1.99M0.00%−1,205−1.8%Reduced
Alliancebernstein L.P.61,205$1.82M0.00%−4,800−7.3%Reduced
Dimensional Fund Advisors LP60,691$1.80M0.00%−436,559−87.8%Reduced
Susquehanna Fundamental Investments, LLC59,999$1.78M0.06%−132,311−68.8%Reduced
California State Teachers Retirement System57,278$1.70M0.00%−2,156−3.6%Reduced
Numerai GP LLC56,633$1.68M0.20%+44,818+379.3%Added
SEI Investments Co55,206$1.64M0.00%−6,666−10.8%Reduced
Mackenzie Financial Corp54,234$1.62M0.00%+46,822+631.7%Added
Acadian Asset Management LLC54,455$1.61M0.00%+22,794+72.0%Added
Envestnet Asset Management Inc53,473$1.59M0.00%−24,512−31.4%Reduced