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Dycom Industries Inc

DY
Exchange
NYSE
Industry
Water, Sewer, Pipeline, Comm & Power Line Construction
SEC CIK
0000067215

In the last 90 days, Dycom Industries Inc insiders filed 3 open-market purchases and 0 sales; 621 institutions reported holding it in 13F filings for Q2 2026, worth $14.1B in total; no superinvestor holds it.

13F holders, Q2 2025

Institutional positions in Dycom Industries Inc as of Jun 30, 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
405
+63 vs. Q1 2025
Shares held
27.2M
−1.05M (−3.7%) vs. Q1 2025
Total value
$6.65B
+$2.34B (+54.4%) vs. Q1 2025
New holders
92
116 more added
Sold out
29
147 more reduced

5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting DY 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.

Institutional holdersQ2 2025: 405 institutions
Q1 2021: 246 institutionsQ2 2021: 226 institutionsQ3 2021: 220 institutionsQ4 2021: 241 institutionsQ1 2022: 258 institutionsQ2 2022: 246 institutionsQ3 2022: 277 institutionsQ4 2022: 256 institutionsQ1 2023: 270 institutionsQ2 2023: 259 institutionsQ3 2023: 244 institutionsQ4 2023: 273 institutionsQ1 2024: 292 institutionsQ2 2024: 324 institutionsQ3 2024: 353 institutionsQ4 2024: 346 institutionsQ1 2025: 347 institutionsQ2 2025: 405 institutionsQ3 2025: 414 institutionsQ4 2025: 497 institutionsQ1 2026: 518 institutionsQ2 2026: 621 institutions
Value heldQ2 2025: $6.65B
Q1 2021: $2.60BQ2 2021: $2.09BQ3 2021: $2.00BQ4 2021: $2.58BQ1 2022: $2.64BQ2 2022: $2.58BQ3 2022: $2.64BQ4 2022: $2.67BQ1 2023: $2.73BQ2 2023: $3.20BQ3 2023: $2.52BQ4 2023: $3.29BQ1 2024: $3.95BQ2 2024: $4.70BQ3 2024: $5.45BQ4 2024: $4.96BQ1 2025: $4.33BQ2 2025: $6.65BQ3 2025: $8.33BQ4 2025: $9.39BQ1 2026: $9.65BQ2 2026: $14.1B
Institutions holding DY and their total value by quarter
QuarterHoldersValue
Q2 2026621$14.1B
Q1 2026518$9.65B
Q4 2025497$9.39B
Q3 2025414$8.33B
Q2 2025405$6.65B
Q1 2025347$4.33B
Q4 2024346$4.96B
Q3 2024353$5.45B
Q2 2024324$4.70B
Q1 2024292$3.95B
Q4 2023273$3.29B
Q3 2023244$2.52B
Q2 2023259$3.20B
Q1 2023270$2.73B
Q4 2022256$2.67B
Q3 2022277$2.64B
Q2 2022246$2.58B
Q1 2022258$2.64B
Q4 2021241$2.58B
Q3 2021220$2.00B
Q2 2021226$2.09B
Q1 2021246$2.60B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Dycom Industries Inc; share changes are against Q1 2025.

Institutions holding DY in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Keel Point, LLC3,631$887.3K0.06%+24+0.7%Added
Total Wealth Planning & Management, Inc.3,673$897.6K0.78%−44−1.2%Reduced
Mutual of America Capital Management LLC3,697$903.5K0.01%−552−13.0%Reduced
Arkadios Wealth Advisors3,975$971.5K0.03%+3,975New
CenterBook Partners LP3,978$972.2K0.05%−2,929−42.4%Reduced
NJ State Employees Deferred Compensation Plan4,000$977.6K0.12%00.0%Unchanged
Fulton Bank, N.A.4,028$984.4K0.04%−448−10.0%Reduced
State of Wisconsin Investment Board4,088$999.1K0.00%−4,716−53.6%Reduced
US Bancorp4,349$1.06M0.00%+3+0.1%Added
Pictet Asset Management Holding SA4,395$1.07M0.00%+11+0.3%Added
Ieq Capital, LLC4,398$1.07M0.01%+4,398New
FORA Capital, LLC4,407$1.08M0.12%+4,407New
Quadrant Capital Group LLC4,492$1.10M0.04%+46+1.0%Added
CI Private Wealth, LLC4,654$1.14M0.00%+176+3.9%Added
Rithm Capital Corp.4,700$1.15M2.30%00.0%Unchanged
Gamco Investors, Inc. Et Al4,789$1.17M0.01%−2,223−31.7%Reduced
Fox Run Management, L.L.C.5,085$1.24M0.21%+5,085New
Connor, Clark & Lunn Investment Management Ltd.5,145$1.26M0.00%−3,751−42.2%Reduced
Magnetar Financial LLC5,405$1.32M0.01%+5,405New
Horizon Investments, LLC5,448$1.33M0.02%+5,448New
Gsa Capital Partners LLP5,530$1.35M0.09%+5,530New
State Board of Administration of Florida Retirement System5,535$1.35M0.00%00.0%Unchanged
Lazard Asset Management LLC5,823$1.42M0.00%+5,823New
Bank of Montreal5,879$1.44M0.00%+36+0.6%Added
NorthCrest Asset Manangement, LLC5,901$1.48M0.04%−2,968−33.5%Reduced
Somerset Trust Co6,059$1.48M0.48%+110+1.8%Added
Semanteon Capital Management, LP6,256$1.53M2.31%+6,256New
ProShare Advisors LLC6,274$1.53M0.00%−430−6.4%Reduced
State of Wyoming6,317$1.54M0.19%−8,699−57.9%Reduced
Police & Firemen's Retirement System of New Jersey6,339$1.55M0.01%+149+2.4%Added
KLP Kapitalforvaltning AS6,400$1.56M0.01%+500+8.5%Added
Thompson Davis & Co., Inc.6,575$1.61M1.10%−675−9.3%Reduced
Oregon Public Employees Retirement Fund6,610$1.62M0.03%−100−1.5%Reduced
Oppenheimer & Co Inc6,614$1.62M0.02%+2,293+53.1%Added
Victory Capital Management Inc6,677$1.63M0.00%−1,388−17.2%Reduced
Integrated Quantitative Investments LLC6,805$1.66M0.49%+5+0.1%Added
Handelsbanken Fonder AB6,851$1.67M0.01%00.0%Unchanged
Royal Bank of Canada6,883$1.68M0.00%−7,855−53.3%Reduced
Nordea Investment Management AB7,155$1.75M0.00%+384+5.7%Added
Logan Capital Management Inc7,200$1.76M0.08%00.0%Unchanged
Commonwealth of Pennsylvania Public School Empls Retrmt Sys7,389$1.81M0.01%+407+5.8%Added
Los Angeles Capital Management LLC7,438$1.82M0.01%+7,438New
Cresset Asset Management, LLC7,585$1.85M0.01%−1,870−19.8%Reduced
Equitable Holdings, Inc.7,600$1.86M0.02%+4,100+117.1%Added
Centiva Capital, LP7,712$1.88M0.12%−4,762−38.2%Reduced
Mariner, LLC7,783$1.90M0.00%+2,921+60.1%Added
Entropy Technologies, LP7,826$1.91M0.15%+6,189+378.1%Added
Counterpoint Mutual Funds LLC7,882$1.93M0.17%+7,882New
Amalgamated Bank8,182$2.00M0.02%−104−1.3%Reduced
Allspring Global Investments Holdings, LLC8,202$2.00M0.00%00.0%Unchanged
Atria Investments LLC8,304$2.03M0.02%+2,956+55.3%Added
Maryland State Retirement & Pension System8,458$2.07M0.05%−56−0.7%Reduced
Arizona State Retirement System8,458$2.07M0.01%+89+1.1%Added
Mackenzie Financial Corp8,540$2.09M0.00%+5,972+232.6%Added
Zurcher Kantonalbank (Zurich Cantonalbank)8,629$2.11M0.01%+614+7.7%Added
Harbour Capital Advisors, LLC8,665$2.14M0.45%+1,940+28.8%Added
Ensign Peak Advisors, Inc8,803$2.15M0.00%−1,200−12.0%Reduced
Teacher Retirement System of Texas8,974$2.19M0.01%−19−0.2%Reduced
Teachers Retirement System of the State of Kentucky9,284$2.27M0.02%−716−7.2%Reduced
Comerica Bank9,738$2.38M0.01%−671−6.4%Reduced
Quadrature Capital Ltd9,866$2.41M0.04%+9,866New
State of New Jersey Common Pension Fund D10,012$2.45M0.01%−1,462−12.7%Reduced
LPL Financial LLC10,624$2.60M0.00%−174−1.6%Reduced
Universal- Beteiligungs- und Servicegesellschaft mbH10,790$2.64M0.00%+7,620+240.4%Added
Yousif Capital Management, LLC10,874$2.66M0.03%+30.0%Added
Lisanti Capital Growth, LLC11,440$2.80M0.77%+11,440New
Envestnet Asset Management Inc11,924$2.91M0.00%−6,468−35.2%Reduced
NFJ Investment Group, LLC11,995$2.93M0.10%−245−2.0%Reduced
Janus Henderson Group PLC12,071$2.95M0.00%−15,250−55.8%Reduced
Creative Planning12,195$2.98M0.00%+5,731+88.7%Added
Standard Life Aberdeen plc12,500$3.05M0.01%−13,400−51.7%Reduced
Stifel Financial Corp12,732$3.11M0.00%−4,644−26.7%Reduced
Engineers Gate Manager LP12,842$3.14M0.04%+11,219+691.3%Added
Squarepoint Ops LLC13,054$3.19M0.01%−119,388−90.1%Reduced
AlTi Global, Inc.13,097$3.20M0.08%+2,243+20.7%Added
Dark Forest Capital Management LP13,182$3.22M0.13%+13,182New
Louisiana State Employees Retirement System13,400$3.27M0.06%−300−2.2%Reduced
Salem Investment Counselors Inc13,652$3.34M0.11%−521−3.7%Reduced
HSBC Holdings PLC14,072$3.47M0.00%+5,309+60.6%Added
State of Tennessee, Treasury Department14,257$3.48M0.01%+1,442+11.3%Added
Ironwood Investment Management LLC14,497$3.54M1.72%−318−2.1%Reduced
Tocqueville Asset Management L.P.14,520$3.55M0.05%00.0%Unchanged
Macquarie Group Ltd14,706$3.59M0.00%−1,830−11.1%Reduced
Campbell Newman Asset Management Inc14,755$3.61M0.29%+980+7.1%Added
Jump Financial, LLC14,889$3.64M0.04%+14,889New
Natixis Advisors, L.P.14,917$3.65M0.01%−3,264−18.0%Reduced
Illinois Municipal Retirement Fund15,287$3.74M0.05%−819−5.1%Reduced
Leuthold Group, LLC15,393$3.76M0.45%+15,393New
Hilton Capital Management, LLC15,648$3.82M0.31%−2,255−12.6%Reduced
Manufacturers Life Insurance Company, The15,701$3.84M0.00%−948−5.7%Reduced
Radnor Capital Management, LLC15,735$3.85M0.61%+425+2.8%Added
Rice Hall James & Associates, LLC15,974$3.90M0.21%−3,873−19.5%Reduced
Pathstone Holdings, LLC16,033$3.92M0.02%−3,184−16.6%Reduced
Toroso Investments, LLC16,069$3.93M0.03%−1,046−6.1%Reduced
Great Lakes Advisors, LLC16,241$3.97M0.03%−616−3.7%Reduced
MetLife Investment Management16,705$4.08M0.02%+205+1.2%Added
ExodusPoint Capital Management, LP16,992$4.15M0.05%+16,992New
State of Alaska, Department of Revenue17,129$4.18M0.04%−4,038−19.1%Reduced
Verition Fund Management LLC17,595$4.30M0.02%+12,361+236.2%Added
Brevan Howard Capital Management LP18,566$4.54M0.05%+18,566New