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 2025
Institutional positions in Destiny Tech100 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
- 88
- +47 vs. Q3 2025
- Shares held
- 1.17M
- +665.1K (+131.6%) vs. Q3 2025
- Total value
- $35.9M
- +$25.0M (+231.2%) vs. Q3 2025
- New holders
- 52
- 17 more added
- Sold out
- 5
- 8 more reduced
Compare with Q3 2025: 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 2025
Shares, value and share of portfolio for each institution holding Destiny Tech100 Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 1 | $31 | 0.00% | +1 | New |
| National Bank of Canada | 7 | $213 | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 10 | $306 | 0.00% | +10 | New |
| Greenline Wealth Management LLC | 15 | $459 | 0.00% | +15 | New |
| Strategic Wealth Partners, Ltd. | 20 | $613 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 25 | $766 | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 25 | $766 | 0.00% | +25 | New |
| Ronald Blue Trust, Inc. | 45 | $1.38K | 0.00% | +45 | New |
| Triumph Capital Management | 50 | $1.53K | 0.00% | +50 | New |
| Atlantic Edge Private Wealth Management, LLC | 50 | $1.53K | 0.00% | +50 | New |
| Trust Co | 65 | $1.99K | 0.00% | +65 | New |
| Avion Wealth | 80 | $2.00K | 0.00% | +80 | New |
| Legacy Wealth Managment, LLC | 80 | $2.45K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 95 | $2.91K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 100 | $3.06K | 0.00% | +100 | New |
| Lloyd Advisory Services, LLC. | 100 | $3.06K | 0.00% | +100 | New |
| Murphy & Mullick Capital Management Corp | 100 | $3.06K | 0.00% | +100 | New |
| McGuire Capital Advisors Inc | 101 | $3.09K | 0.00% | +101 | New |
| Bullock Wealth Management Group | 139 | $4.26K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 150 | $4.59K | 0.00% | +150 | New |
| Wells Fargo & Company | 205 | $6.28K | 0.00% | +40+24.2% | Added |
| Kerr Financial Planning Corp | 210 | $6.45K | 0.01% | +10+5.0% | Added |
| MPWM Advisory Solutions, LLC | 230 | $7.04K | 0.00% | +230 | New |
| TD Waterhouse Canada Inc. | 250 | $7.61K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 250 | $7.66K | 0.00% | +250 | New |
| Ankerstar Wealth, LLC | 278 | $8.52K | 0.01% | +278 | New |
| Pinnacle Wealth Planning Services, Inc. | 295 | $9.04K | 0.00% | +295 | New |
| N.E.W. Advisory Services LLC | 300 | $9.19K | 0.00% | +300 | New |
| Steward Partners Investment Advisory, LLC | 311 | $9.53K | 0.00% | +211+211.0% | Added |
| Cornerstone Planning Group LLC | 278 | $9.85K | 0.00% | +278 | New |
| Newbridge Financial Services Group, Inc. | 322 | $9.86K | 0.00% | +322 | New |
| TD Capital Management LLC | 346 | $10.6K | 0.00% | +346 | New |
| GHP Investment Advisors, Inc. | 365 | $11.2K | 0.00% | +365 | New |
| UMA Financial Services, Inc. | 470 | $14.4K | 0.00% | +470 | New |
| MCF Advisors LLC | 500 | $15.3K | 0.00% | +500 | New |
| Signaturefd, LLC | 510 | $15.6K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 538 | $16.5K | 0.00% | +538 | New |
| Royal Bank of Canada | 622 | $19.0K | 0.00% | −150−19.4% | Reduced |
| Anchor Investment Management, LLC | 640 | $19.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 648 | $19.8K | 0.00% | +648 | New |
| Atlantic Union Bankshares Corp | 700 | $21.4K | 0.00% | +700 | New |
| GWM Advisors LLC | 719 | $22.0K | 0.00% | −343−32.3% | Reduced |
| Sunbelt Securities, Inc. | 900 | $27.6K | 0.00% | +900 | New |
| CWM, LLC | 1,200 | $37.0K | 0.00% | +1,200 | New |
| Harbour Investments, Inc. | 1,272 | $39.0K | 0.00% | −6,232−83.0% | Reduced |
| Bank of America Corp | 1,380 | $42.3K | 0.00% | +30+2.2% | Added |
| Atlantic Trust, LLC | 1,384 | $42.4K | 0.01% | +1,384 | New |
| Allworth Financial LP | 2,196 | $67.3K | 0.00% | +2,196 | New |
| Bartlett & Co. Wealth Management LLC | 2,400 | $73.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,840 | $117.6K | 0.00% | +1,640+74.5% | Added |
| Global Retirement Partners, LLC | 4,280 | $131.1K | 0.00% | +130+3.1% | Added |
| The PNC Financial Services Group, Inc. | 5,092 | $156.0K | 0.00% | +5,000+5,434.8% | Added |
| Griffin Asset Management, Inc. | 6,780 | $207.7K | 0.02% | +6,780 | New |
| Creative Financial Designs Inc | 6,827 | $209.1K | 0.01% | +1,574+30.0% | Added |
| HighTower Advisors, LLC | 7,104 | $217.6K | 0.00% | +7,104 | New |
| Total Clarity Wealth Management, Inc. | 7,230 | $221.5K | 0.05% | +7,230 | New |
| Cresset Asset Management, LLC | 7,787 | $238.5K | 0.00% | +7,787 | New |
| Visionary Wealth Advisors | 7,847 | $240.4K | 0.01% | +7,847 | New |
| Cambridge Investment Research Advisors, Inc. | 7,896 | $242.0K | 0.00% | +7,896 | New |
| Wedbush Securities Inc | 9,600 | $294.0K | 0.01% | +9,600 | New |
| Scientech Research LLC | 9,931 | $304.2K | 0.19% | +9,931 | New |
| Carlson Financial, Inc. | 9,999 | $306.3K | 0.18% | +9,999 | New |
| Genesis Financial Group, LLC | 10,000 | $306.3K | 0.18% | +10,000 | New |
| Hazlett, Burt & Watson, Inc. | 11,040 | $337.0K | 0.11% | +2,500+29.3% | Added |
| Colony Group, LLC | 11,233 | $344.1K | 0.00% | +11,233 | New |
| Creative Planning | 11,712 | $358.7K | 0.00% | +11,712 | New |
| Wiley Bros.-Aintree Capital, LLC | 11,969 | $366.6K | 0.00% | +1,802+17.7% | Added |
| Raymond James Financial Inc | 12,163 | $372.6K | 0.00% | +12,163 | New |
| Quantinno Capital Management LP | 12,377 | $379.1K | 0.00% | +12,377 | New |
| Stratos Wealth Partners, LTD. | 12,752 | $390.6K | 0.00% | +12,752 | New |
| Envestnet Asset Management Inc | 13,608 | $416.8K | 0.00% | +13,608 | New |
| Mariner, LLC | 14,953 | $458.0K | 0.00% | +2,127+16.6% | Added |
| Evanson Asset Management, LLC | 15,000 | $459.4K | 0.03% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 15,093 | $462.3K | 0.00% | −111−0.7% | Reduced |
| CIBC Private Wealth Group, LLC | 15,291 | $468.4K | 0.00% | +15,291 | New |
| Catalytic Wealth RIA, LLC | 18,000 | $551.3K | 0.02% | −10,000−35.7% | Reduced |
| UBS Group AG | 19,053 | $583.6K | 0.00% | −10,586−35.7% | Reduced |
| Commonwealth Equity Services, LLC | 19,879 | $608.9K | 0.00% | −264−1.3% | Reduced |
| Virtu Financial LLC | 24,256 | $743.0K | 0.03% | +24,256 | New |
| Invesco Ltd. | 28,752 | $880.7K | 0.00% | −3,965−12.1% | Reduced |
| Cetera Investment Advisers | 33,335 | $1.02M | 0.00% | +33,335 | New |
| Stifel Financial Corp | 42,079 | $1.29M | 0.00% | +18,919+81.7% | Added |
| Advisor Group Holdings, Inc. | 42,176 | $1.29M | 0.00% | +11,607+38.0% | Added |
| Kestra Advisory Services, LLC | 54,382 | $1.67M | 0.01% | +19,551+56.1% | Added |
| AA Financial Advisors, LLC | 70,000 | $2.14M | 0.40% | +70,000 | New |
| LPL Financial LLC | 71,993 | $2.21M | 0.00% | +3,636+5.3% | Added |
| Morgan Stanley | 86,645 | $2.65M | 0.00% | +38,094+78.5% | Added |
| Jane Street Group, LLC | 377,545 | $11.6M | 0.01% | +277,866+278.8% | Added |
| Groupe la Francaise | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −186−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −186−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |