Destiny Tech100 Inc.
DXYZ- Exchange
- NYSE
- SEC CIK
- 0001843974
In the last 90 days, Destiny Tech100 Inc. insiders filed 2 open-market purchases and 0 sales; 153 institutions reported holding it in 13F filings for Q2 2026, worth $182.3M in total; no superinvestor holds it.
13F holders, Q4 2024
Institutional positions in Destiny Tech100 Inc. as of Dec 31, 2024. 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
- 57
- +25 vs. Q3 2024
- Shares held
- 406.2K
- +66.7K (+19.7%) vs. Q3 2024
- Total value
- $23.9M
- +$20.4M (+582.8%) vs. Q3 2024
- New holders
- 38
- 8 more added
- Sold out
- 13
- 5 more reduced
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DXYZ 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 | 153 | $182.3M |
| Q1 2026 | 133 | $63.1M |
| Q4 2025 | 88 | $35.9M |
| Q3 2025 | 41 | $10.8M |
| Q2 2025 | 55 | $16.6M |
| Q1 2025 | 48 | $17.2M |
| Q4 2024 | 57 | $23.9M |
| Q3 2024 | 32 | $3.50M |
| Q2 2024 | 27 | $6.97M |
| Q1 2024 | 6 | $2.05M |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Destiny Tech100 Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 56,679 | $3.34M | 0.00% | −64,435−53.2% | Reduced |
| Jane Street Group, LLC | 33,300 | $1.96M | 0.00% | +33,300 | New |
| Morgan Stanley | 33,037 | $1.94M | 0.00% | +14,372+77.0% | Added |
| Cetera Investment Advisers | 20,157 | $1.19M | 0.00% | +20,157 | New |
| Strategy Asset Managers LLC | 18,000 | $1.06M | 0.21% | +7,500+71.4% | Added |
| Susquehanna International Group, LLP | 16,863 | $992.6K | 0.00% | +16,863 | New |
| Evanson Asset Management, LLC | 15,000 | $882.9K | 0.06% | −3,750−20.0% | Reduced |
| LPL Financial LLC | 13,724 | $807.8K | 0.00% | +13,724 | New |
| Walkner Condon Financial Advisors LLC | 12,500 | $735.8K | 0.15% | +12,500 | New |
| Stifel Financial Corp | 11,528 | $678.5K | 0.00% | +11,528 | New |
| Virtu Financial LLC | 11,503 | $677.0K | 0.04% | +684+6.3% | Added |
| Invesco Ltd. | 10,732 | $631.7K | 0.00% | +10,732 | New |
| Quintet Private Bank (Europe) S.A. | 10,500 | $618.0K | 0.03% | +10,500 | New |
| Financial Advocates Investment Management | 9,048 | $532.6K | 0.03% | +9,048 | New |
| Balyasny Asset Management LLC | 8,544 | $502.9K | 0.00% | +8,544 | New |
| One Capital Management, LLC | 8,433 | $496.4K | 0.02% | +8,433 | New |
| Griffin Asset Management, Inc. | 8,430 | $496.2K | 0.06% | +8,430 | New |
| WealthPlan Investment Management, LLC | 8,192 | $482.2K | 0.05% | +8,192 | New |
| Symmetry Investments LP | 8,000 | $470.9K | 0.03% | +8,000 | New |
| Cresset Asset Management, LLC | 7,500 | $441.4K | 0.00% | +7,500 | New |
| Kovack Advisors, Inc. | 7,314 | $430.5K | 0.04% | +7,314 | New |
| Creative Planning | 6,963 | $409.8K | 0.00% | +6,963 | New |
| HRT Financial LP | 6,555 | $385.0K | 0.00% | +6,555 | New |
| Mariner, LLC | 6,001 | $353.2K | 0.00% | +6,001 | New |
| Corton Capital Inc. | 5,000 | $294.3K | 0.17% | +5,000 | New |
| Advisor Group Holdings, Inc. | 4,665 | $274.6K | 0.00% | +1,045+28.9% | Added |
| Envestnet Asset Management Inc | 4,454 | $262.2K | 0.00% | +4,454 | New |
| Intrepid Financial Planning Group LLC | 4,200 | $247.2K | 0.10% | +4,200 | New |
| Avantax Advisory Services, Inc. | 4,012 | $236.1K | 0.00% | +4,012 | New |
| Adams Wealth Management | 3,800 | $223.7K | 0.04% | +3,800 | New |
| CacheTech Inc. | 3,800 | $223.7K | 0.04% | +3,800 | New |
| Twin Peaks Wealth Advisors, LLC | 3,506 | $206.4K | 0.09% | +3,506 | New |
| JPMorgan Chase & Co | 3,015 | $177.5K | 0.00% | +2,764+1,101.2% | Added |
| UBS Group AG | 2,989 | $175.9K | 0.00% | +2,989 | New |
| CWM, LLC | 2,510 | $148.0K | 0.00% | +2,510 | New |
| Bartlett & Co. Wealth Management LLC | 2,400 | $141.3K | 0.00% | −600−20.0% | Reduced |
| Bank of America Corp | 2,300 | $135.4K | 0.00% | +1,800+360.0% | Added |
| Gordian Capital Singapore Pte Ltd | 2,096 | $123.4K | 0.06% | +2,096 | New |
| Parallel Advisors, LLC | 2,000 | $117.7K | 0.00% | +2,000 | New |
| Barclays PLC | 1,248 | $73.5K | 0.00% | +200+19.1% | Added |
| GWM Advisors LLC | 877 | $51.6K | 0.00% | +877 | New |
| IFP Advisors, Inc | 800 | $47.1K | 0.00% | +500+166.7% | Added |
| Anchor Investment Management, LLC | 640 | $37.7K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 607 | $35.7K | 0.00% | +607 | New |
| Signaturefd, LLC | 510 | $30.0K | 0.00% | −490−49.0% | Reduced |
| Fifth Third Bancorp | 485 | $28.5K | 0.00% | +485 | New |
| Federation des caisses Desjardins du Quebec | 480 | $28.3K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 350 | $21.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 200 | $11.8K | 0.00% | +200 | New |
| Wells Fargo & Company | 165 | $9.71K | 0.00% | −2,261−93.2% | Reduced |
| AdvisorNet Financial, Inc | 150 | $8.83K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 134 | $7.89K | 0.00% | +134 | New |
| The PNC Financial Services Group, Inc. | 92 | $5.42K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 85 | $5.00K | 0.00% | +85 | New |
| PSI Advisors, LLC | 50 | $2.94K | 0.00% | +50 | New |
| Tradewinds Capital Management, LLC | 25 | $1.47K | 0.00% | +25 | New |
| National Bank of Canada | 7 | $412 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −23,300−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −29,043−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −28,797−100.0% | Sold out |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −16,700−100.0% | Sold out |
| Verity Asset Management, Inc. | 0 | $0 | 0.00% | −14,979−100.0% | Sold out |
| Visionary Wealth Advisors | 0 | $0 | 0.00% | −12,105−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −2,061−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −279−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −139−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Clean Yield Group | 0 | $0 | 0.00% | −1−100.0% | Sold out |