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, Q1 2025
Institutional positions in Destiny Tech100 Inc. as of Mar 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
- 48
- −8 vs. Q4 2024
- Shares held
- 487.2K
- +81.1K (+20.0%) vs. Q4 2024
- Total value
- $17.2M
- −$6.66M (−27.9%) vs. Q4 2024
- New holders
- 11
- 12 more added
- Sold out
- 19
- 11 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Destiny Tech100 Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 111,576 | $3.95M | 0.00% | +78,539+237.7% | Added |
| Commonwealth Equity Services, LLC | 53,903 | $1.91M | 0.00% | −2,776−4.9% | Reduced |
| Aristides Capital LLC | 28,350 | $1.00M | 0.37% | +28,350 | New |
| Jane Street Group, LLC | 26,707 | $945.2K | 0.00% | −6,593−19.8% | Reduced |
| Cetera Investment Advisers | 20,965 | $742.0K | 0.00% | +808+4.0% | Added |
| Invesco Ltd. | 19,846 | $702.4K | 0.00% | +9,114+84.9% | Added |
| LPL Financial LLC | 18,984 | $671.8K | 0.00% | +5,260+38.3% | Added |
| Strategy Asset Managers LLC | 18,000 | $637.0K | 0.13% | 00.0% | Unchanged |
| Wedbush Securities Inc | 16,870 | $597.0K | 0.02% | +16,870 | New |
| Kestra Advisory Services, LLC | 16,296 | $576.7K | 0.00% | +16,296 | New |
| Stifel Financial Corp | 15,115 | $534.9K | 0.00% | +3,587+31.1% | Added |
| Evanson Asset Management, LLC | 15,000 | $530.9K | 0.04% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 11,720 | $414.8K | 0.00% | +11,720 | New |
| UBS Group AG | 10,505 | $371.8K | 0.00% | +7,516+251.5% | Added |
| Financial Advocates Investment Management | 9,682 | $342.7K | 0.02% | +634+7.0% | Added |
| One Capital Management, LLC | 8,433 | $298.4K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 8,406 | $297.5K | 0.00% | +1,443+20.7% | Added |
| WealthPlan Investment Management, LLC | 8,192 | $289.9K | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 7,811 | $276.0K | 0.00% | +7,811 | New |
| Griffin Asset Management, Inc. | 6,780 | $239.9K | 0.03% | −1,650−19.6% | Reduced |
| Avantax Advisory Services, Inc. | 6,639 | $235.0K | 0.00% | +2,627+65.5% | Added |
| Walkner Condon Financial Advisors LLC | 6,200 | $219.4K | 0.04% | −6,300−50.4% | Reduced |
| Mariner, LLC | 6,001 | $212.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,912 | $209.2K | 0.00% | +1,247+26.7% | Added |
| Virtu Financial LLC | 5,812 | $206.0K | 0.01% | −5,691−49.5% | Reduced |
| HRT Financial LP | 5,829 | $206.0K | 0.00% | −726−11.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,700 | $95.0K | 0.04% | +2,350+671.4% | Added |
| Credit Agricole S A | 2,600 | $92.0K | 0.00% | +2,600 | New |
| CWM, LLC | 2,510 | $89.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,400 | $84.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,586 | $56.1K | 0.00% | +1,586 | New |
| Barclays PLC | 1,048 | $37.1K | 0.00% | −200−16.0% | Reduced |
| GWM Advisors LLC | 1,024 | $36.2K | 0.00% | +147+16.8% | Added |
| Bank of America Corp | 1,000 | $35.4K | 0.00% | −1,300−56.5% | Reduced |
| Anchor Investment Management, LLC | 640 | $22.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 510 | $18.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 485 | $17.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 300 | $10.6K | 0.00% | −500−62.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 230 | $8.14K | 0.00% | −250−52.1% | Reduced |
| Wells Fargo & Company | 165 | $5.84K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 127 | $4.50K | 0.00% | +127 | New |
| Steward Partners Investment Advisory, LLC | 100 | $3.54K | 0.00% | −100−50.0% | Reduced |
| The PNC Financial Services Group, Inc. | 92 | $3.26K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 61 | $2.16K | 0.00% | +61 | New |
| Royal Bank of Canada | 50 | $2.00K | 0.00% | +50 | New |
| Tradewinds Capital Management, LLC | 25 | $885 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 20 | $748 | 0.00% | +20 | New |
| National Bank of Canada | 7 | $245 | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −16,863−100.0% | Sold out |
| Quintet Private Bank (Europe) S.A. | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −8,544−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −7,314−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −4,454−100.0% | Sold out |
| Intrepid Financial Planning Group LLC | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Adams Wealth Management | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| CacheTech Inc. | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,506−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −3,015−100.0% | Sold out |
| Gordian Capital Singapore Pte Ltd | 0 | $0 | 0.00% | −2,096−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −607−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |