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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, 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.

Institutional holdersQ4 2025: 497 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 heldQ4 2025: $9.39B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Dycom Industries Inc; share changes are against Q3 2025.

Institutions holding DY in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
South Dakota Investment Council23,132$7.82M0.15%−2,900−11.1%Reduced
Deutsche Bank AG23,145$7.82M0.00%+596+2.6%Added
Canada Pension Plan Investment Board23,320$7.88M0.01%−33,980−59.3%Reduced
State of Wisconsin Investment Board23,413$7.91M0.02%+17,783+315.9%Added
Hillsdale Investment Management Inc.24,830$8.39M0.23%+24,800+82,666.7%Added
Aventail Capital Group, LP25,614$8.65M0.50%+7,499+41.4%Added
Bessemer Group Inc26,926$9.10M0.01%+26,776+17,850.7%Added
Russell Investments Group, Ltd.27,219$9.20M0.01%−3,148−10.4%Reduced
California State Teachers Retirement System27,233$9.20M0.01%−20−0.1%Reduced
Advisors Asset Management, Inc.28,372$9.59M0.16%−5,419−16.0%Reduced
MetLife Investment Management29,111$9.84M0.05%+12,686+77.2%Added
Callahan Advisors, LLC30,009$10.1M0.83%−2,562−7.9%Reduced
Peregrine Capital Management LLC30,179$10.2M0.31%−20,624−40.6%Reduced
Engineers Gate Manager LP30,181$10.2M0.12%+23,181+331.2%Added
BNP Paribas Arbitrage, SA30,289$10.2M0.01%+23,007+315.9%Added
J. Goldman & Co LP31,454$10.6M0.41%+31,454New
Toroso Investments, LLC32,818$11.1M0.05%+15,732+92.1%Added
Manufacturers Life Insurance Company, The32,900$11.1M0.01%+13,641+70.8%Added
First Washington CORP33,429$11.3M2.93%−382−1.1%Reduced
Retirement Systems of Alabama34,749$11.7M0.04%+34,749New
Applied Fundamental Research, LLC34,972$11.8M11.74%−19,046−35.3%Reduced
New York State Teachers Retirement System35,884$12.1M0.02%−1,643−4.4%Reduced
G2 Investment Partners Management LLC36,200$12.2M2.91%+36,200New
AQR Capital Management LLC36,537$12.3M0.01%−136−0.4%Reduced
First Eagle Investment Management, LLC37,792$12.8M0.02%−8,650−18.6%Reduced
Castleark Management LLC38,166$12.9M0.38%+8,140+27.1%Added
M&G Plc38,917$13.2M0.07%+38,917New
Intech Investment Management LLC39,105$13.2M0.12%−34,200−46.7%Reduced
Marex Group plc39,502$13.3M0.14%+39,502New
Y-Intercept (Hong Kong) Ltd41,690$14.1M0.32%+31,792+321.2%Added
WCM Investment Management, LLC42,330$14.5M0.03%−11,220−21.0%Reduced
Impax Asset Management Group plc43,000$14.5M0.09%00.0%Unchanged
Dana Investment Advisors, Inc.43,922$14.8M0.43%−5,653−11.4%Reduced
New York State Common Retirement Fund44,489$15.0M0.02%−21,254−32.3%Reduced
Jain Global LLC45,049$15.2M0.15%+45,049New
California Public Employees Retirement System45,691$15.4M0.01%+1,948+4.5%Added
D. E. Shaw & Co., Inc.46,418$15.7M0.01%−53,957−53.8%Reduced
Legal & General Group Plc47,809$16.2M0.00%−38,670−44.7%Reduced
Susquehanna International Group, LLP48,311$16.3M0.02%+48,311New
Glenmede Trust Co NA49,755$16.8M0.08%+49,755New
SEI Investments Co51,177$17.3M0.02%−2,309−4.3%Reduced
Penn Capital Management Co Inc52,521$17.8M1.42%−33,623−39.0%Reduced
Pinnacle Associates Ltd52,682$17.8M0.23%−1,410−2.6%Reduced
Swiss National Bank57,140$19.3M0.01%+1,040+1.9%Added
Norges Bank57,222$19.3M0.00%+57,222New
UBS Asset Management Americas Inc60,647$20.5M0.00%+1,947+3.3%Added
Barclays PLC64,010$21.6M0.01%+7,908+14.1%Added
Alliancebernstein L.P.65,107$22.0M0.01%+24,892+61.9%Added
Summit Partners Public Asset Management, LLC67,000$22.6M0.64%+67,000New
12th Street Asset Management Company, LLC67,253$22.7M3.74%+150.0%Added
Squarepoint Ops LLC70,224$23.7M0.05%+67,252+2,262.9%Added
William Blair Investment Management, LLC78,939$26.7M0.07%−5,492−6.5%Reduced
Rhumbline Advisers86,641$29.3M0.02%+3,231+3.9%Added
Ameriprise Financial Inc88,637$30.0M0.01%−15,828−15.2%Reduced
HRT Financial LP92,165$31.1M0.10%+92,165New
Freestone Grove Partners LP95,211$32.2M0.23%−99,184−51.0%Reduced
Cartenna Capital, LP100,000$33.8M1.78%−40,000−28.6%Reduced
American Century Companies Inc111,524$37.7M0.02%+13,723+14.0%Added
Aristotle Capital Boston, LLC122,569$41.4M2.27%−28,183−18.7%Reduced
Invesco Ltd.133,700$45.2M0.00%−113,342−45.9%Reduced
Neumeier Poma Investment Counsel LLC136,848$46.2M3.82%−29,465−17.7%Reduced
Driehaus Capital Management LLC138,229$46.7M0.32%−5,475−3.8%Reduced
JPMorgan Chase & Co141,973$48.0M0.00%+13,381+10.4%Added
Reaves W H & Co Inc143,212$48.4M0.85%−216−0.2%Reduced
Hennessy Advisors Inc158,600$53.6M1.90%−8,900−5.3%Reduced
Wells Fargo & Company158,927$53.7M0.01%+14,077+9.7%Added
UBS Group AG173,432$58.6M0.01%+28,551+19.7%Added
Franklin Resources Inc173,895$58.8M0.01%+238+0.1%Added
Alyeska Investment Group, L.P.184,074$62.2M0.18%+31,370+20.5%Added
Goldman Sachs Group Inc185,302$62.6M0.01%+12,748+7.4%Added
Walleye Capital LLC188,541$63.7M0.36%+84,005+80.4%Added
Bank of New York Mellon Corp196,065$66.3M0.01%+2,479+1.3%Added
Jane Street Group, LLC203,349$68.7M0.08%+202,235+18,153.9%Added
Mirae Asset Global ETFs Holdings Ltd.211,683$71.5M0.11%+4,930+2.4%Added
Raymond James Financial Inc215,428$73.3M0.02%+10,187+5.0%Added
Voya Investment Management LLC217,995$73.7M0.07%−19,581−8.2%Reduced
Nuveen, LLC230,344$77.8M0.02%+16,824+7.9%Added
Point72 Asset Management, L.P.257,936$87.2M0.14%+239,336+1,286.8%Added
Morgan Stanley303,106$102.4M0.01%−60,536−16.6%Reduced
Arrowstreet Capital, Limited Partnership330,516$111.7M0.07%+84,402+34.3%Added
Qube Research & Technologies Ltd342,734$115.8M0.17%+241,765+239.4%Added
Northern Trust Corp348,645$117.8M0.02%+39,559+12.8%Added
Principal Financial Group Inc356,803$120.6M0.06%−122,024−25.5%Reduced
Nordea Investment Management AB405,580$139.1M0.12%+398,469+5,603.6%Added
Charles Schwab Investment Management Inc417,026$140.9M0.02%−41,646−9.1%Reduced
Bank of America Corp420,266$142.0M0.01%+66,041+18.6%Added
Price T Rowe Associates Inc558,519$188.7M0.02%+110,065+24.5%Added
Dimensional Fund Advisors LP605,850$204.7M0.04%−2,816−0.5%Reduced
First Trust Advisors LP625,171$211.2M0.15%+20,306+3.4%Added
Geode Capital Management, LLC727,238$245.8M0.02%+53,993+8.0%Added
FMR LLC900,254$304.2M0.02%+14,765+1.7%Added
Millennium Management LLC973,180$328.8M0.24%−351,758−26.5%Reduced
Hill City Capital, LP1,009,784$341.2M12.88%00.0%Unchanged
State Street Corp1,025,603$346.6M0.01%−46,822−4.4%Reduced
Vanguard Group Inc2,739,704$925.7M0.01%−271,950−9.0%Reduced
BlackRock, Inc.3,708,855$1.25B0.02%−783,456−17.4%Reduced
Peconic Partners LLC4,108,320$1.39B32.99%−9,000−0.2%Reduced
Bornite Capital Management LP0$00.00%−150,000−100.0%Sold out
Assenagon Asset Management S.A.0$00.00%−146,144−100.0%Sold out
Renaissance Technologies LLC0$00.00%−128,700−100.0%Sold out