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 |
|---|---|---|---|---|---|
| National Bank of Canada | 7 | $412 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 25 | $1.47K | 0.00% | +25 | New |
| PSI Advisors, LLC | 50 | $2.94K | 0.00% | +50 | New |
| Global Retirement Partners, LLC | 85 | $5.00K | 0.00% | +85 | New |
| The PNC Financial Services Group, Inc. | 92 | $5.42K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 134 | $7.89K | 0.00% | +134 | New |
| AdvisorNet Financial, Inc | 150 | $8.83K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 165 | $9.71K | 0.00% | −2,261−93.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 200 | $11.8K | 0.00% | +200 | New |
| Hazlett, Burt & Watson, Inc. | 350 | $21.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 480 | $28.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 485 | $28.5K | 0.00% | +485 | New |
| Signaturefd, LLC | 510 | $30.0K | 0.00% | −490−49.0% | Reduced |
| Sandy Spring Bank | 607 | $35.7K | 0.00% | +607 | New |
| Anchor Investment Management, LLC | 640 | $37.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 800 | $47.1K | 0.00% | +500+166.7% | Added |
| GWM Advisors LLC | 877 | $51.6K | 0.00% | +877 | New |
| Barclays PLC | 1,248 | $73.5K | 0.00% | +200+19.1% | Added |
| Parallel Advisors, LLC | 2,000 | $117.7K | 0.00% | +2,000 | New |
| Gordian Capital Singapore Pte Ltd | 2,096 | $123.4K | 0.06% | +2,096 | New |
| Bank of America Corp | 2,300 | $135.4K | 0.00% | +1,800+360.0% | Added |
| Bartlett & Co. Wealth Management LLC | 2,400 | $141.3K | 0.00% | −600−20.0% | Reduced |
| CWM, LLC | 2,510 | $148.0K | 0.00% | +2,510 | New |
| UBS Group AG | 2,989 | $175.9K | 0.00% | +2,989 | New |
| JPMorgan Chase & Co | 3,015 | $177.5K | 0.00% | +2,764+1,101.2% | Added |
| Twin Peaks Wealth Advisors, LLC | 3,506 | $206.4K | 0.09% | +3,506 | New |
| Adams Wealth Management | 3,800 | $223.7K | 0.04% | +3,800 | New |
| CacheTech Inc. | 3,800 | $223.7K | 0.04% | +3,800 | New |
| Avantax Advisory Services, Inc. | 4,012 | $236.1K | 0.00% | +4,012 | New |
| Intrepid Financial Planning Group LLC | 4,200 | $247.2K | 0.10% | +4,200 | New |
| Envestnet Asset Management Inc | 4,454 | $262.2K | 0.00% | +4,454 | New |
| Advisor Group Holdings, Inc. | 4,665 | $274.6K | 0.00% | +1,045+28.9% | Added |
| Corton Capital Inc. | 5,000 | $294.3K | 0.17% | +5,000 | New |
| Mariner, LLC | 6,001 | $353.2K | 0.00% | +6,001 | New |
| HRT Financial LP | 6,555 | $385.0K | 0.00% | +6,555 | New |
| Creative Planning | 6,963 | $409.8K | 0.00% | +6,963 | New |
| Kovack Advisors, Inc. | 7,314 | $430.5K | 0.04% | +7,314 | New |
| Cresset Asset Management, LLC | 7,500 | $441.4K | 0.00% | +7,500 | New |
| Symmetry Investments LP | 8,000 | $470.9K | 0.03% | +8,000 | New |
| WealthPlan Investment Management, LLC | 8,192 | $482.2K | 0.05% | +8,192 | New |
| Griffin Asset Management, Inc. | 8,430 | $496.2K | 0.06% | +8,430 | New |
| One Capital Management, LLC | 8,433 | $496.4K | 0.02% | +8,433 | New |
| Balyasny Asset Management LLC | 8,544 | $502.9K | 0.00% | +8,544 | New |
| Financial Advocates Investment Management | 9,048 | $532.6K | 0.03% | +9,048 | New |
| Quintet Private Bank (Europe) S.A. | 10,500 | $618.0K | 0.03% | +10,500 | New |
| Invesco Ltd. | 10,732 | $631.7K | 0.00% | +10,732 | New |
| Virtu Financial LLC | 11,503 | $677.0K | 0.04% | +684+6.3% | Added |
| Stifel Financial Corp | 11,528 | $678.5K | 0.00% | +11,528 | New |
| Walkner Condon Financial Advisors LLC | 12,500 | $735.8K | 0.15% | +12,500 | New |
| LPL Financial LLC | 13,724 | $807.8K | 0.00% | +13,724 | New |
| Evanson Asset Management, LLC | 15,000 | $882.9K | 0.06% | −3,750−20.0% | Reduced |
| Susquehanna International Group, LLP | 16,863 | $992.6K | 0.00% | +16,863 | New |
| Strategy Asset Managers LLC | 18,000 | $1.06M | 0.21% | +7,500+71.4% | Added |
| Cetera Investment Advisers | 20,157 | $1.19M | 0.00% | +20,157 | New |
| Morgan Stanley | 33,037 | $1.94M | 0.00% | +14,372+77.0% | Added |
| Jane Street Group, LLC | 33,300 | $1.96M | 0.00% | +33,300 | New |
| Commonwealth Equity Services, LLC | 56,679 | $3.34M | 0.00% | −64,435−53.2% | Reduced |
| 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 |