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, Q1 2026
Institutional positions in Dycom Industries Inc as of Mar 31, 2026. 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
- 518
- +31 vs. Q4 2025
- Shares held
- 28.5M
- +3.55M (+14.2%) vs. Q4 2025
- Total value
- $9.65B
- +$1.21B (+14.3%) vs. Q4 2025
- New holders
- 95
- 206 more added
- Sold out
- 64
- 150 more reduced
10 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Dycom Industries Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Peconic Partners LLC | 4,113,320 | $1.39B | 24.11% | +5,000+0.1% | Added |
| BlackRock, Inc. | 3,863,801 | $1.31B | 0.02% | +154,946+4.2% | Added |
| Vanguard Portfolio Management LLC | 1,337,230 | $453.1M | 0.02% | +1,337,230 | New |
| Vanguard Capital Management LLC | 1,289,694 | $437.0M | 0.01% | +1,289,694 | New |
| State Street Corp | 1,076,399 | $364.7M | 0.01% | +50,796+5.0% | Added |
| Hill City Capital, LP | 1,009,784 | $342.1M | 12.22% | 00.0% | Unchanged |
| FMR LLC | 959,782 | $325.2M | 0.02% | +59,528+6.6% | Added |
| Geode Capital Management, LLC | 830,479 | $281.4M | 0.02% | +103,241+14.2% | Added |
| Millennium Management LLC | 805,770 | $273.0M | 0.20% | −167,410−17.2% | Reduced |
| First Trust Advisors LP | 798,699 | $270.6M | 0.19% | +173,528+27.8% | Added |
| Dimensional Fund Advisors LP | 575,263 | $194.9M | 0.04% | −30,587−5.0% | Reduced |
| Nordea Investment Management AB | 477,871 | $157.8M | 0.15% | +72,291+17.8% | Added |
| Bank of America Corp | 445,830 | $151.1M | 0.01% | +25,564+6.1% | Added |
| Charles Schwab Investment Management Inc | 419,368 | $142.1M | 0.02% | +2,342+0.6% | Added |
| Arrowstreet Capital, Limited Partnership | 396,240 | $134.3M | 0.07% | +65,724+19.9% | Added |
| Invesco Ltd. | 379,032 | $128.4M | 0.01% | +245,332+183.5% | Added |
| Price T Rowe Associates Inc | 374,054 | $126.7M | 0.01% | −184,465−33.0% | Reduced |
| Northern Trust Corp | 366,950 | $124.3M | 0.02% | +18,305+5.3% | Added |
| Alyeska Investment Group, L.P. | 354,200 | $120.0M | 0.34% | +170,126+92.4% | Added |
| Morgan Stanley | 347,439 | $117.7M | 0.01% | +44,333+14.6% | Added |
| Voya Investment Management LLC | 339,724 | $115.1M | 0.12% | +121,729+55.8% | Added |
| Goldman Sachs Group Inc | 314,761 | $106.6M | 0.01% | +129,459+69.9% | Added |
| JPMorgan Chase & Co | 320,112 | $103.9M | 0.01% | +178,139+125.5% | Added |
| Principal Financial Group Inc | 278,532 | $94.4M | 0.05% | −78,271−21.9% | Reduced |
| Reaves W H & Co Inc | 248,140 | $84.1M | 1.40% | +104,928+73.3% | Added |
| Raymond James Financial Inc | 251,389 | $83.3M | 0.03% | +35,961+16.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 226,731 | $76.8M | 0.10% | +15,048+7.1% | Added |
| Nuveen, LLC | 209,308 | $70.9M | 0.02% | −21,036−9.1% | Reduced |
| Vanguard Fiduciary Trust Co | 206,455 | $70.0M | 0.02% | +206,455 | New |
| Bank of New York Mellon Corp | 200,772 | $68.0M | 0.01% | +4,707+2.4% | Added |
| Franklin Resources Inc | 189,995 | $64.4M | 0.02% | +16,100+9.3% | Added |
| Ameriprise Financial Inc | 165,185 | $56.0M | 0.01% | +76,548+86.4% | Added |
| Freestone Grove Partners LP | 163,630 | $55.4M | 0.40% | +68,419+71.9% | Added |
| UBS Group AG | 163,188 | $55.3M | 0.01% | −10,244−5.9% | Reduced |
| Hennessy Advisors Inc | 143,600 | $48.7M | 1.76% | −15,000−9.5% | Reduced |
| Driehaus Capital Management LLC | 137,343 | $46.5M | 0.34% | −886−0.6% | Reduced |
| Neumeier Poma Investment Counsel LLC | 133,883 | $45.4M | 3.74% | −2,965−2.2% | Reduced |
| Point72 Asset Management, L.P. | 131,247 | $44.5M | 0.08% | −126,689−49.1% | Reduced |
| American Century Companies Inc | 108,134 | $36.6M | 0.02% | −3,390−3.0% | Reduced |
| Bornite Capital Management LP | 105,200 | $35.6M | 5.99% | +105,200 | New |
| Rhumbline Advisers | 91,417 | $31.0M | 0.03% | +4,776+5.5% | Added |
| Troluce Capital Advisors LLC | 90,000 | $30.5M | 3.23% | +90,000 | New |
| Nomura Asset Management International Inc. | 81,250 | $27.5M | 0.05% | +72,858+868.2% | Added |
| Wells Fargo & Company | 77,789 | $26.4M | 0.01% | −81,138−51.1% | Reduced |
| Citadel Advisors LLC | 74,771 | $25.3M | 0.02% | +62,474+508.0% | Added |
| BNP Paribas Arbitrage, SA | 72,751 | $24.6M | 0.02% | +42,462+140.2% | Added |
| 12th Street Asset Management Company, LLC | 68,478 | $23.2M | 3.80% | +1,225+1.8% | Added |
| UBS Asset Management Americas Inc | 63,827 | $21.6M | 0.00% | +3,180+5.2% | Added |
| Alliancebernstein L.P. | 63,697 | $21.5M | 0.01% | −1,410−2.2% | Reduced |
| D. E. Shaw & Co., Inc. | 60,229 | $20.4M | 0.02% | +13,811+29.8% | Added |
| Swiss National Bank | 59,260 | $20.1M | 0.01% | +2,120+3.7% | Added |
| Walleye Capital LLC | 58,424 | $19.8M | 0.12% | −130,117−69.0% | Reduced |
| Pinnacle Associates Ltd | 51,819 | $17.6M | 0.23% | −863−1.6% | Reduced |
| Qube Research & Technologies Ltd | 50,289 | $17.0M | 0.02% | −292,445−85.3% | Reduced |
| William Blair Investment Management, LLC | 49,293 | $16.7M | 0.06% | −29,646−37.6% | Reduced |
| California Public Employees Retirement System | 48,573 | $16.5M | 0.01% | +2,882+6.3% | Added |
| G2 Investment Partners Management LLC | 45,835 | $15.5M | 3.82% | +9,635+26.6% | Added |
| Glenmede Trust Co NA | 45,658 | $15.5M | 0.08% | −4,097−8.2% | Reduced |
| KR Capital LP | 44,921 | $15.2M | 3.05% | +44,921 | New |
| Penn Capital Management Co Inc | 44,545 | $15.1M | 1.17% | −7,976−15.2% | Reduced |
| Squarepoint Ops LLC | 44,291 | $15.0M | 0.03% | −25,933−36.9% | Reduced |
| Legal & General Group Plc | 42,366 | $14.4M | 0.00% | −5,443−11.4% | Reduced |
| Dana Investment Advisors, Inc. | 40,327 | $13.7M | 0.41% | −3,595−8.2% | Reduced |
| Janus Henderson Group PLC | 40,228 | $13.6M | 0.01% | +27,712+221.4% | Added |
| WCM Investment Management, LLC | 41,568 | $13.5M | 0.03% | −762−1.8% | Reduced |
| M&G Plc | 39,360 | $13.3M | 0.07% | +443+1.1% | Added |
| New York State Common Retirement Fund | 38,954 | $13.2M | 0.02% | −5,535−12.4% | Reduced |
| AQR Capital Management LLC | 39,627 | $13.2M | 0.01% | +3,090+8.5% | Added |
| Toroso Investments, LLC | 38,402 | $13.0M | 0.04% | +5,584+17.0% | Added |
| Rokos Capital Management LLP | 38,032 | $12.9M | 0.23% | +38,032 | New |
| Retirement Systems of Alabama | 36,738 | $12.4M | 0.04% | +1,989+5.7% | Added |
| Renaissance Technologies LLC | 36,240 | $12.3M | 0.02% | +36,240 | New |
| Cushing Asset Management, LP | 36,000 | $12.2M | 0.61% | +21,000+140.0% | Added |
| Applied Fundamental Research, LLC | 34,972 | $11.8M | 15.64% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 34,741 | $11.8M | 0.02% | −1,143−3.2% | Reduced |
| SEI Investments Co | 34,244 | $11.6M | 0.01% | −16,933−33.1% | Reduced |
| California State Teachers Retirement System | 33,872 | $11.5M | 0.01% | +6,639+24.4% | Added |
| First Washington CORP | 33,371 | $11.3M | 3.20% | −58−0.2% | Reduced |
| Aristotle Capital Boston, LLC | 33,009 | $11.3M | 0.70% | −89,560−73.1% | Reduced |
| Castleark Management LLC | 32,506 | $11.0M | 0.36% | −5,660−14.8% | Reduced |
| Manufacturers Life Insurance Company, The | 32,105 | $10.9M | 0.01% | −795−2.4% | Reduced |
| First Eagle Investment Management, LLC | 31,392 | $10.6M | 0.02% | −6,400−16.9% | Reduced |
| LPL Financial LLC | 31,365 | $10.6M | 0.00% | +8,981+40.1% | Added |
| Canada Pension Plan Investment Board | 31,220 | $10.6M | 0.01% | +7,900+33.9% | Added |
| Advisors Asset Management, Inc. | 30,555 | $10.4M | 0.17% | +2,183+7.7% | Added |
| MetLife Investment Management | 30,123 | $10.2M | 0.05% | +1,012+3.5% | Added |
| Impax Asset Management Group plc | 30,000 | $10.2M | 0.07% | −13,000−30.2% | Reduced |
| Peregrine Capital Management LLC | 28,926 | $9.80M | 0.36% | −1,253−4.2% | Reduced |
| Callahan Advisors, LLC | 28,129 | $9.53M | 0.80% | −1,880−6.3% | Reduced |
| Bridgewater Associates, LP | 26,932 | $9.13M | 0.04% | +8,952+49.8% | Added |
| Vanguard Asset Management, Ltd | 26,418 | $8.95M | 0.01% | +26,418 | New |
| Deutsche Bank AG | 26,190 | $8.87M | 0.00% | +3,045+13.2% | Added |
| Hillsdale Investment Management Inc. | 25,975 | $8.80M | 0.24% | +1,145+4.6% | Added |
| Russell Investments Group, Ltd. | 25,819 | $8.75M | 0.01% | −1,400−5.1% | Reduced |
| Susquehanna International Group, LLP | 25,281 | $8.57M | 0.01% | −23,030−47.7% | Reduced |
| Man Group plc | 25,278 | $8.56M | 0.02% | +3,228+14.6% | Added |
| Intech Investment Management LLC | 24,439 | $8.28M | 0.08% | −14,666−37.5% | Reduced |
| Allianz Asset Management GmbH | 24,319 | $8.24M | 0.01% | +24,319 | New |
| Bessemer Group Inc | 23,980 | $8.13M | 0.01% | −2,946−10.9% | Reduced |
| State of Wisconsin Investment Board | 23,879 | $8.09M | 0.02% | +466+2.0% | Added |