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, Q4 2025
Institutional positions in Dycom Industries 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
- 497
- +90 vs. Q3 2025
- Shares held
- 27.8M
- −679.9K (−2.4%) vs. Q3 2025
- Total value
- $9.39B
- +$1.09B (+13.1%) vs. Q3 2025
- New holders
- 134
- 147 more added
- Sold out
- 44
- 150 more reduced
7 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 621 | $14.1B |
| Q1 2026 | 518 | $9.65B |
| Q4 2025 | 497 | $9.39B |
| Q3 2025 | 414 | $8.33B |
| Q2 2025 | 405 | $6.65B |
| Q1 2025 | 347 | $4.33B |
| Q4 2024 | 346 | $4.96B |
| Q3 2024 | 353 | $5.45B |
| Q2 2024 | 324 | $4.70B |
| Q1 2024 | 292 | $3.95B |
| Q4 2023 | 273 | $3.29B |
| Q3 2023 | 244 | $2.52B |
| Q2 2023 | 259 | $3.20B |
| Q1 2023 | 270 | $2.73B |
| Q4 2022 | 256 | $2.67B |
| Q3 2022 | 277 | $2.64B |
| Q2 2022 | 246 | $2.58B |
| Q1 2022 | 258 | $2.64B |
| Q4 2021 | 241 | $2.58B |
| Q3 2021 | 220 | $2.00B |
| Q2 2021 | 226 | $2.09B |
| Q1 2021 | 246 | $2.60B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Dycom Industries Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Peconic Partners LLC | 4,108,320 | $1.39B | 32.99% | −9,000−0.2% | Reduced |
| BlackRock, Inc. | 3,708,855 | $1.25B | 0.02% | −783,456−17.4% | Reduced |
| Vanguard Group Inc | 2,739,704 | $925.7M | 0.01% | −271,950−9.0% | Reduced |
| State Street Corp | 1,025,603 | $346.6M | 0.01% | −46,822−4.4% | Reduced |
| Hill City Capital, LP | 1,009,784 | $341.2M | 12.88% | 00.0% | Unchanged |
| Millennium Management LLC | 973,180 | $328.8M | 0.24% | −351,758−26.5% | Reduced |
| FMR LLC | 900,254 | $304.2M | 0.02% | +14,765+1.7% | Added |
| Geode Capital Management, LLC | 727,238 | $245.8M | 0.02% | +53,993+8.0% | Added |
| First Trust Advisors LP | 625,171 | $211.2M | 0.15% | +20,306+3.4% | Added |
| Dimensional Fund Advisors LP | 605,850 | $204.7M | 0.04% | −2,816−0.5% | Reduced |
| Price T Rowe Associates Inc | 558,519 | $188.7M | 0.02% | +110,065+24.5% | Added |
| Bank of America Corp | 420,266 | $142.0M | 0.01% | +66,041+18.6% | Added |
| Charles Schwab Investment Management Inc | 417,026 | $140.9M | 0.02% | −41,646−9.1% | Reduced |
| Nordea Investment Management AB | 405,580 | $139.1M | 0.12% | +398,469+5,603.6% | Added |
| Principal Financial Group Inc | 356,803 | $120.6M | 0.06% | −122,024−25.5% | Reduced |
| Northern Trust Corp | 348,645 | $117.8M | 0.02% | +39,559+12.8% | Added |
| Qube Research & Technologies Ltd | 342,734 | $115.8M | 0.17% | +241,765+239.4% | Added |
| Arrowstreet Capital, Limited Partnership | 330,516 | $111.7M | 0.07% | +84,402+34.3% | Added |
| Morgan Stanley | 303,106 | $102.4M | 0.01% | −60,536−16.6% | Reduced |
| Point72 Asset Management, L.P. | 257,936 | $87.2M | 0.14% | +239,336+1,286.8% | Added |
| Nuveen, LLC | 230,344 | $77.8M | 0.02% | +16,824+7.9% | Added |
| Voya Investment Management LLC | 217,995 | $73.7M | 0.07% | −19,581−8.2% | Reduced |
| Raymond James Financial Inc | 215,428 | $73.3M | 0.02% | +10,187+5.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 211,683 | $71.5M | 0.11% | +4,930+2.4% | Added |
| Jane Street Group, LLC | 203,349 | $68.7M | 0.08% | +202,235+18,153.9% | Added |
| Bank of New York Mellon Corp | 196,065 | $66.3M | 0.01% | +2,479+1.3% | Added |
| Walleye Capital LLC | 188,541 | $63.7M | 0.36% | +84,005+80.4% | Added |
| Goldman Sachs Group Inc | 185,302 | $62.6M | 0.01% | +12,748+7.4% | Added |
| Alyeska Investment Group, L.P. | 184,074 | $62.2M | 0.18% | +31,370+20.5% | Added |
| Franklin Resources Inc | 173,895 | $58.8M | 0.01% | +238+0.1% | Added |
| UBS Group AG | 173,432 | $58.6M | 0.01% | +28,551+19.7% | Added |
| Wells Fargo & Company | 158,927 | $53.7M | 0.01% | +14,077+9.7% | Added |
| Hennessy Advisors Inc | 158,600 | $53.6M | 1.90% | −8,900−5.3% | Reduced |
| Reaves W H & Co Inc | 143,212 | $48.4M | 0.85% | −216−0.2% | Reduced |
| JPMorgan Chase & Co | 141,973 | $48.0M | 0.00% | +13,381+10.4% | Added |
| Driehaus Capital Management LLC | 138,229 | $46.7M | 0.32% | −5,475−3.8% | Reduced |
| Neumeier Poma Investment Counsel LLC | 136,848 | $46.2M | 3.82% | −29,465−17.7% | Reduced |
| Invesco Ltd. | 133,700 | $45.2M | 0.00% | −113,342−45.9% | Reduced |
| Aristotle Capital Boston, LLC | 122,569 | $41.4M | 2.27% | −28,183−18.7% | Reduced |
| American Century Companies Inc | 111,524 | $37.7M | 0.02% | +13,723+14.0% | Added |
| Cartenna Capital, LP | 100,000 | $33.8M | 1.78% | −40,000−28.6% | Reduced |
| Freestone Grove Partners LP | 95,211 | $32.2M | 0.23% | −99,184−51.0% | Reduced |
| HRT Financial LP | 92,165 | $31.1M | 0.10% | +92,165 | New |
| Ameriprise Financial Inc | 88,637 | $30.0M | 0.01% | −15,828−15.2% | Reduced |
| Rhumbline Advisers | 86,641 | $29.3M | 0.02% | +3,231+3.9% | Added |
| William Blair Investment Management, LLC | 78,939 | $26.7M | 0.07% | −5,492−6.5% | Reduced |
| Squarepoint Ops LLC | 70,224 | $23.7M | 0.05% | +67,252+2,262.9% | Added |
| 12th Street Asset Management Company, LLC | 67,253 | $22.7M | 3.74% | +150.0% | Added |
| Summit Partners Public Asset Management, LLC | 67,000 | $22.6M | 0.64% | +67,000 | New |
| Alliancebernstein L.P. | 65,107 | $22.0M | 0.01% | +24,892+61.9% | Added |
| Barclays PLC | 64,010 | $21.6M | 0.01% | +7,908+14.1% | Added |
| UBS Asset Management Americas Inc | 60,647 | $20.5M | 0.00% | +1,947+3.3% | Added |
| Norges Bank | 57,222 | $19.3M | 0.00% | +57,222 | New |
| Swiss National Bank | 57,140 | $19.3M | 0.01% | +1,040+1.9% | Added |
| Pinnacle Associates Ltd | 52,682 | $17.8M | 0.23% | −1,410−2.6% | Reduced |
| Penn Capital Management Co Inc | 52,521 | $17.8M | 1.42% | −33,623−39.0% | Reduced |
| SEI Investments Co | 51,177 | $17.3M | 0.02% | −2,309−4.3% | Reduced |
| Glenmede Trust Co NA | 49,755 | $16.8M | 0.08% | +49,755 | New |
| Susquehanna International Group, LLP | 48,311 | $16.3M | 0.02% | +48,311 | New |
| Legal & General Group Plc | 47,809 | $16.2M | 0.00% | −38,670−44.7% | Reduced |
| D. E. Shaw & Co., Inc. | 46,418 | $15.7M | 0.01% | −53,957−53.8% | Reduced |
| California Public Employees Retirement System | 45,691 | $15.4M | 0.01% | +1,948+4.5% | Added |
| Jain Global LLC | 45,049 | $15.2M | 0.15% | +45,049 | New |
| New York State Common Retirement Fund | 44,489 | $15.0M | 0.02% | −21,254−32.3% | Reduced |
| Dana Investment Advisors, Inc. | 43,922 | $14.8M | 0.43% | −5,653−11.4% | Reduced |
| Impax Asset Management Group plc | 43,000 | $14.5M | 0.09% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 42,330 | $14.5M | 0.03% | −11,220−21.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 41,690 | $14.1M | 0.32% | +31,792+321.2% | Added |
| Marex Group plc | 39,502 | $13.3M | 0.14% | +39,502 | New |
| Intech Investment Management LLC | 39,105 | $13.2M | 0.12% | −34,200−46.7% | Reduced |
| M&G Plc | 38,917 | $13.2M | 0.07% | +38,917 | New |
| Castleark Management LLC | 38,166 | $12.9M | 0.38% | +8,140+27.1% | Added |
| First Eagle Investment Management, LLC | 37,792 | $12.8M | 0.02% | −8,650−18.6% | Reduced |
| AQR Capital Management LLC | 36,537 | $12.3M | 0.01% | −136−0.4% | Reduced |
| G2 Investment Partners Management LLC | 36,200 | $12.2M | 2.91% | +36,200 | New |
| New York State Teachers Retirement System | 35,884 | $12.1M | 0.02% | −1,643−4.4% | Reduced |
| Applied Fundamental Research, LLC | 34,972 | $11.8M | 11.74% | −19,046−35.3% | Reduced |
| Retirement Systems of Alabama | 34,749 | $11.7M | 0.04% | +34,749 | New |
| First Washington CORP | 33,429 | $11.3M | 2.93% | −382−1.1% | Reduced |
| Manufacturers Life Insurance Company, The | 32,900 | $11.1M | 0.01% | +13,641+70.8% | Added |
| Toroso Investments, LLC | 32,818 | $11.1M | 0.05% | +15,732+92.1% | Added |
| J. Goldman & Co LP | 31,454 | $10.6M | 0.41% | +31,454 | New |
| BNP Paribas Arbitrage, SA | 30,289 | $10.2M | 0.01% | +23,007+315.9% | Added |
| Engineers Gate Manager LP | 30,181 | $10.2M | 0.12% | +23,181+331.2% | Added |
| Peregrine Capital Management LLC | 30,179 | $10.2M | 0.31% | −20,624−40.6% | Reduced |
| Callahan Advisors, LLC | 30,009 | $10.1M | 0.83% | −2,562−7.9% | Reduced |
| MetLife Investment Management | 29,111 | $9.84M | 0.05% | +12,686+77.2% | Added |
| Advisors Asset Management, Inc. | 28,372 | $9.59M | 0.16% | −5,419−16.0% | Reduced |
| California State Teachers Retirement System | 27,233 | $9.20M | 0.01% | −20−0.1% | Reduced |
| Russell Investments Group, Ltd. | 27,219 | $9.20M | 0.01% | −3,148−10.4% | Reduced |
| Bessemer Group Inc | 26,926 | $9.10M | 0.01% | +26,776+17,850.7% | Added |
| Aventail Capital Group, LP | 25,614 | $8.65M | 0.50% | +7,499+41.4% | Added |
| Hillsdale Investment Management Inc. | 24,830 | $8.39M | 0.23% | +24,800+82,666.7% | Added |
| State of Wisconsin Investment Board | 23,413 | $7.91M | 0.02% | +17,783+315.9% | Added |
| Canada Pension Plan Investment Board | 23,320 | $7.88M | 0.01% | −33,980−59.3% | Reduced |
| Deutsche Bank AG | 23,145 | $7.82M | 0.00% | +596+2.6% | Added |
| South Dakota Investment Council | 23,132 | $7.82M | 0.15% | −2,900−11.1% | Reduced |
| LPL Financial LLC | 22,384 | $7.56M | 0.00% | +7,949+55.1% | Added |
| Man Group plc | 22,050 | $7.45M | 0.01% | +4,044+22.5% | Added |
| Boothbay Fund Management, LLC | 21,527 | $7.27M | 0.19% | +3,107+16.9% | Added |