Delek US Holdings, Inc.

Exchange: NYSE
Industry: Petroleum Refining
SEC CIK: 0001694426

SEC filings (opens in a new tab)

In the last 90 days, Delek US Holdings, Inc. insiders filed 0 open-market purchases and 11 sales; 300 institutions reported holding it in 13F filings for Q2 2026, worth $3.14B in total; no superinvestor holds it.

Q4 2025 vs. Q3 2025

How the institutions holding Delek US Holdings, Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025 All holders in Q3 2025

13F holders of DK: Q3 2025 compared with Q4 2025
Measure	Q3 2025	Of which not filed for Q4 2025	Q4 2025	Change
Holders	261	9	256	+4
Shares	61.2M	2.42M	63.3M	+4.58M (+7.8%)
Value	$1.97B	$78.0M	$1.88B	−$17.4M (−0.9%)

9 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (46)

Institutions that held Delek US Holdings, Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to DK in Q4 2025
Institution	Shares	Value	% of portfolio
ION Fund Management Ltd	1,767,601	$52.4M	6.69%
Norges Bank	1,630,950	$48.4M	0.01%
Squarepoint Ops LLC	720,525	$21.4M	0.04%
Point72 Asset Management, L.P.	566,242	$16.8M	0.03%
Nearwater Capital Markets, Ltd	255,000	$7.56M	0.13%
Qube Research & Technologies Ltd	250,858	$7.44M	0.01%
Campbell & CO Investment Adviser LLC	250,831	$7.44M	0.36%
Alberta Investment Management Corp	242,300	$7.19M	0.04%
Edgestream Partners, L.P.	139,124	$4.13M	0.12%
Hillsdale Investment Management Inc.	134,540	$3.99M	0.11%
Burney Co	74,114	$2.20M	0.07%
Atom Investors LP	67,524	$2.00M	0.16%
State of New Jersey Common Pension Fund D	51,823	$1.54M	0.01%
Twinbeech Capital LP	45,450	$1.35M	0.10%
Williamson Legacy Group, LLC	36,904	$1.09M	0.86%
Highbridge Capital Management LLC	36,837	$1.09M	0.05%
Harvest Investment Services, LLC	34,682	$1.03M	0.19%
Range Financial Group LLC	34,259	$1.02M	0.35%
Dockside LLC	29,800	$883.9K	0.23%
PharVision Advisers, LLC	24,407	$723.9K	0.37%
Axq Capital, LP	20,957	$621.6K	0.14%
Graham Capital Management, L.P.	16,788	$497.9K	0.02%
Balyasny Asset Management LLC	9,908	$293.9K	0.00%
Bayforest Capital Ltd	9,578	$284.1K	0.21%
FORA Capital, LLC	9,629	$277.4K	0.03%
Bank of Montreal	9,322	$276.5K	0.00%
AlphaGrep UK Ltd	9,184	$272.4K	0.09%
CIBC World Markets Inc.	7,902	$234.4K	0.00%
DRW Securities, LLC	7,308	$216.8K	0.02%
R Squared Ltd	6,950	$206.1K	0.10%
Contravisory Investment Management, Inc.	6,188	$183.5K	0.04%
National Bank of Canada	3,480	$103.2K	0.00%
Kemnay Advisory Services Inc.	3,152	$93.5K	0.01%
Kestra Advisory Services, LLC	2,659	$78.9K	0.00%
Walleye Trading LLC	1,629	$48.3K	0.00%
Torren Management, LLC	1,348	$40.0K	0.02%
DV Trading LLC	1,000	$29.7K	0.00%
Los Angeles Capital Management LLC	301	$11.6K	0.00%
Global Retirement Partners, LLC	371	$11.0K	0.00%
Garton & Associates Financial Advisors LLC	207	$6.15K	0.00%
Basecamp Wealth Advisors LLC	116	$3.44K	0.00%
CIBC Private Wealth Group, LLC	28	$830	0.00%
Harbour Investments, Inc.	15	$445	0.00%
Marquette Asset Management, LLC	7	$208	0.00%
TD Private Client Wealth LLC	5	$148	0.00%
Dunhill Financial, LLC	1	$35	0.00%

Sold out (42)

Institutions that held Delek US Holdings, Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of DK in Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Towle & Co	536,133	$17.3M
Mercuria Capital Strategies, LLC	271,290	$8.75M
Lansforsakringar Fondforvaltning AB (publ)	215,885	$6.97M
Kawa Capital Management, Inc	200,000	$6.45M
PEAK6 LLC	189,306	$6.11M
Bridgeway Capital Management, LLC	182,926	$5.90M
Corigliano Investment Advisers, LLC	154,500	$4.99M
HITE Hedge Asset Management LLC	151,807	$4.90M
Lighthouse Investment Partners, LLC	151,000	$4.87M
ExodusPoint Capital Management, LP	76,231	$2.46M
Nomura Holdings Inc	68,507	$2.21M
Harel Insurance Investments & Financial Services Ltd.	50,000	$1.61M
Regions Financial Corp	42,629	$1.38M
Sciencast Management LP	27,453	$885.9K
Susquehanna International Group, LLP	21,546	$695.3K
BancorpSouth Bank	20,000	$645.4K
Ieq Capital, LLC	19,531	$630.3K
Oxford Asset Management LLP	17,552	$566.4K
Dark Forest Capital Management LP	16,563	$534.5K
Quadrature Capital Ltd	15,583	$502.5K
Bayesian Capital Management, LP	14,900	$480.8K
Capstone Investment Advisors, LLC	14,388	$464.3K
Summit Trail Advisors, LLC	13,393	$432.2K
Scientech Research LLC	10,374	$334.8K
Mariner, LLC	10,344	$333.8K
GTS Securities LLC	9,277	$299.4K
Prudential Financial Inc	8,075	$260.6K
Teacher Retirement System of Texas	7,980	$257.5K
State of Wyoming	7,595	$245.1K
Cetera Investment Advisers	7,302	$235.6K
Two Sigma Securities, LLC	7,161	$231.1K
GWM Advisors LLC	7,112	$229.5K
Cerity Partners LLC	7,036	$227.1K
Merit Financial Group, LLC	6,797	$219.3K
Savant Capital, LLC	6,295	$203.1K
Commonwealth Equity Services, LLC	6,268	$202.0K
Advisory Services Network, LLC	209	$6.74K
Clearstead Advisors, LLC	161	$5.20K
Principal Securities, Inc.	67	$2.16K
Northwestern Mutual Wealth Management Co	46	$1.48K
Bell Investment Advisors, Inc	16	$517
Colony Group, LLC	1,350	–

Not filed for Q4 2025 yet (9)

Institutions that held Delek US Holdings, Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding DK in Q3 2025 that haven't filed for Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Ion Asset Management Ltd.	1,845,000	$59.5M
Cubist Systematic Strategies, LLC	495,352	$16.0M
Wolverine Trading, LLC	50,633	$1.64M
Point72 Hong Kong Ltd	8,170	$263.6K
Point72 (DIFC) Ltd	7,603	$245.3K
CIBC Bancorp USA Inc.	6,366	$205.4K
Shell Asset Management Co	3,431	$111.0K
Point72 Asia (Singapore) Pte. Ltd.	322	$10.4K
Creekmur Asset Management LLC	1	$22