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 2026
Institutional positions in Dycom Industries Inc as of Jun 30, 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
- 621
- +109 vs. Q1 2026
- Shares held
- 28.0M
- −458.9K (−1.6%) vs. Q1 2026
- Total value
- $14.1B
- +$4.51B (+46.9%) vs. Q1 2026
- New holders
- 159
- 184 more added
- Sold out
- 50
- 211 more reduced
6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Dycom Industries Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Peconic Partners LLC | 4,443,320 | $2.25B | 29.87% | +330,000+8.0% | Added |
| BlackRock, Inc. | 2,993,578 | $1.51B | 0.02% | −870,223−22.5% | Reduced |
| Vanguard Capital Management LLC | 1,353,000 | $684.1M | 0.01% | +63,306+4.9% | Added |
| Vanguard Portfolio Management LLC | 1,277,931 | $646.1M | 0.03% | −59,299−4.4% | Reduced |
| Hill City Capital, LP | 1,009,784 | $510.5M | 11.92% | 00.0% | Unchanged |
| FMR LLC | 936,407 | $473.4M | 0.02% | −23,375−2.4% | Reduced |
| State Street Corp | 935,699 | $473.1M | 0.01% | −140,700−13.1% | Reduced |
| First Trust Advisors LP | 908,588 | $459.4M | 0.27% | +109,889+13.8% | Added |
| Geode Capital Management, LLC | 660,733 | $334.1M | 0.02% | −169,746−20.4% | Reduced |
| Millennium Management LLC | 593,715 | $300.2M | 0.20% | −212,055−26.3% | Reduced |
| Bank of America Corp | 534,374 | $270.2M | 0.02% | +88,544+19.9% | Added |
| Dimensional Fund Advisors LP | 478,612 | $242.0M | 0.04% | −96,651−16.8% | Reduced |
| Invesco Ltd. | 412,022 | $208.3M | 0.02% | +32,990+8.7% | Added |
| Arrowstreet Capital, Limited Partnership | 409,139 | $206.9M | 0.09% | +12,899+3.3% | Added |
| Raymond James Financial Inc | 384,716 | $194.5M | 0.05% | +133,327+53.0% | Added |
| Nordea Investment Management AB | 380,637 | $194.2M | 0.16% | −97,234−20.3% | Reduced |
| Charles Schwab Investment Management Inc | 346,896 | $175.4M | 0.02% | −72,472−17.3% | Reduced |
| Morgan Stanley | 340,447 | $172.1M | 0.01% | −6,992−2.0% | Reduced |
| Norges Bank | 283,056 | $143.1M | 0.01% | +283,056 | New |
| Alyeska Investment Group, L.P. | 280,486 | $141.8M | 0.36% | −73,714−20.8% | Reduced |
| Voya Investment Management LLC | 273,526 | $138.3M | 0.12% | −66,198−19.5% | Reduced |
| Reaves W H & Co Inc | 263,260 | $133.1M | 2.02% | +15,120+6.1% | Added |
| Northern Trust Corp | 256,640 | $129.8M | 0.02% | −110,310−30.1% | Reduced |
| Principal Financial Group Inc | 233,685 | $118.1M | 0.06% | −44,847−16.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 231,284 | $116.9M | 0.14% | +4,553+2.0% | Added |
| Jane Street Group, LLC | 225,036 | $113.8M | 0.07% | +223,392+13,588.3% | Added |
| JPMorgan Chase & Co | 218,833 | $111.6M | 0.01% | −101,279−31.6% | Reduced |
| UBS Group AG | 219,737 | $111.1M | 0.02% | +56,549+34.7% | Added |
| Goldman Sachs Group Inc | 208,070 | $105.2M | 0.01% | −106,691−33.9% | Reduced |
| Vanguard Fiduciary Trust Co | 191,668 | $96.9M | 0.02% | −14,787−7.2% | Reduced |
| Point72 Asset Management, L.P. | 178,570 | $90.3M | 0.14% | +47,323+36.1% | Added |
| Bank of New York Mellon Corp | 178,438 | $90.2M | 0.01% | −22,334−11.1% | Reduced |
| Driehaus Capital Management LLC | 172,486 | $87.2M | 0.51% | +35,143+25.6% | Added |
| Los Angeles Capital Management LLC | 164,583 | $83.2M | 0.31% | +164,077+32,426.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 155,711 | $78.7M | 0.21% | +155,711 | New |
| Citadel Advisors LLC | 153,980 | $77.9M | 0.04% | +79,209+105.9% | Added |
| Squarepoint Ops LLC | 152,596 | $77.2M | 0.15% | +108,305+244.5% | Added |
| Hennessy Advisors Inc | 143,600 | $72.6M | 2.32% | 00.0% | Unchanged |
| Westfield Capital Management Co LP | 141,978 | $71.8M | 0.23% | +141,978 | New |
| Neumeier Poma Investment Counsel LLC | 120,636 | $61.0M | 4.18% | −13,247−9.9% | Reduced |
| Bornite Capital Management LP | 106,260 | $53.7M | 6.76% | +1,060+1.0% | Added |
| Susquehanna International Group, LLP | 100,514 | $50.8M | 0.05% | +75,233+297.6% | Added |
| Nomura Asset Management International Inc. | 99,178 | $50.1M | 0.08% | +17,928+22.1% | Added |
| LMR Partners LLP | 93,598 | $47.3M | 0.35% | +93,598 | New |
| HRT Financial LP | 88,975 | $45.0M | 0.08% | +88,975 | New |
| UBS Asset Management Americas Inc | 87,046 | $44.0M | 0.01% | +23,219+36.4% | Added |
| BNP Paribas Arbitrage, SA | 83,968 | $42.5M | 0.02% | +11,217+15.4% | Added |
| Rhumbline Advisers | 81,282 | $41.1M | 0.03% | −10,135−11.1% | Reduced |
| Cartenna Capital, LP | 80,000 | $40.4M | 1.50% | +80,000 | New |
| American Century Companies Inc | 77,335 | $39.1M | 0.02% | −30,799−28.5% | Reduced |
| Nuveen, LLC | 75,505 | $38.2M | 0.01% | −133,803−63.9% | Reduced |
| Wells Fargo & Company | 73,140 | $37.0M | 0.01% | −4,649−6.0% | Reduced |
| Ameriprise Financial Inc | 72,821 | $36.8M | 0.01% | −92,364−55.9% | Reduced |
| Shellback Capital, LP | 72,663 | $36.7M | 3.22% | +72,663 | New |
| Price T Rowe Associates Inc | 70,807 | $35.8M | 0.00% | −303,247−81.1% | Reduced |
| Jain Global LLC | 68,129 | $34.4M | 0.41% | +65,231+2,250.9% | Added |
| Freestone Grove Partners LP | 64,662 | $32.7M | 0.21% | −98,968−60.5% | Reduced |
| ExodusPoint Capital Management, LP | 61,002 | $30.8M | 0.29% | +39,262+180.6% | Added |
| Swiss National Bank | 60,220 | $30.4M | 0.02% | +960+1.6% | Added |
| 12th Street Asset Management Company, LLC | 55,105 | $27.9M | 3.97% | −13,373−19.5% | Reduced |
| Natixis | 53,061 | $26.8M | 0.13% | +51,228+2,794.8% | Added |
| Cushing Asset Management, LP | 52,000 | $26.3M | 1.18% | +16,000+44.4% | Added |
| California Public Employees Retirement System | 50,207 | $25.4M | 0.01% | +1,634+3.4% | Added |
| Pinnacle Associates Ltd | 50,115 | $25.3M | 0.28% | −1,704−3.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 49,454 | $25.0M | 0.05% | +36,670+286.8% | Added |
| SEI Investments Co | 49,150 | $24.8M | 0.02% | +14,906+43.5% | Added |
| Toroso Investments, LLC | 48,093 | $24.3M | 0.06% | +9,691+25.2% | Added |
| William Blair Investment Management, LLC | 47,269 | $23.9M | 0.07% | −2,024−4.1% | Reduced |
| Glenmede Trust Co NA | 43,500 | $22.0M | 0.10% | −2,158−4.7% | Reduced |
| Marshall Wace, LLP | 43,486 | $22.0M | 0.02% | +43,486 | New |
| Wilson Asset Management (International) Pty Ltd | 41,537 | $21.0M | 5.77% | +19,000+84.3% | Added |
| Renaissance Technologies LLC | 40,880 | $20.7M | 0.03% | +4,640+12.8% | Added |
| WCM Investment Management, LLC | 40,321 | $20.4M | 0.04% | −1,247−3.0% | Reduced |
| Legal & General Group Plc | 39,848 | $20.1M | 0.00% | −2,518−5.9% | Reduced |
| Jupiter Topco LLC | 39,537 | $20.0M | 0.01% | +39,537 | New |
| Shannon River Fund Management LLC | 39,473 | $20.0M | 1.78% | +39,473 | New |
| Applied Fundamental Research, LLC | 37,923 | $19.2M | 22.68% | +2,951+8.4% | Added |
| Impax Asset Management Group plc | 37,737 | $19.1M | 0.12% | +7,737+25.8% | Added |
| AQR Capital Management LLC | 36,555 | $18.5M | 0.01% | −3,072−7.8% | Reduced |
| STRS Ohio | 35,436 | $17.9M | 0.07% | +22,336+170.5% | Added |
| Dana Investment Advisors, Inc. | 34,905 | $17.6M | 0.46% | −5,422−13.4% | Reduced |
| California State Teachers Retirement System | 34,839 | $17.6M | 0.02% | +967+2.9% | Added |
| LPL Financial LLC | 33,229 | $16.8M | 0.00% | +1,864+5.9% | Added |
| First Washington CORP | 32,989 | $16.7M | 4.06% | −382−1.1% | Reduced |
| Advisors Asset Management, Inc. | 31,944 | $16.2M | 0.25% | +1,389+4.5% | Added |
| Retirement Systems of Alabama | 31,048 | $15.7M | 0.05% | −5,690−15.5% | Reduced |
| New York State Teachers Retirement System | 29,709 | $15.0M | 0.03% | −5,032−14.5% | Reduced |
| Jump Financial, LLC | 29,071 | $14.7M | 0.13% | +25,475+708.4% | Added |
| Vanguard Asset Management, Ltd | 28,865 | $14.6M | 0.01% | +2,447+9.3% | Added |
| Hillsdale Investment Management Inc. | 28,275 | $14.3M | 0.33% | +2,300+8.9% | Added |
| Tortoise Capital Advisors, L.L.C. | 28,152 | $14.2M | 0.14% | +15,388+120.6% | Added |
| Callahan Advisors, LLC | 28,125 | $14.2M | 1.07% | −40.0% | Reduced |
| First Eagle Investment Management, LLC | 28,037 | $14.2M | 0.02% | −3,355−10.7% | Reduced |
| Weiss Asset Management LP | 28,012 | $14.2M | 0.16% | +28,012 | New |
| Russell Investments Group, Ltd. | 27,481 | $13.9M | 0.01% | +1,662+6.4% | Added |
| Aristotle Capital Boston, LLC | 27,361 | $13.8M | 0.93% | −5,648−17.1% | Reduced |
| Peregrine Capital Management LLC | 27,250 | $13.8M | 0.45% | −1,676−5.8% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 27,201 | $13.8M | 0.02% | +5,625+26.1% | Added |
| Allianz Asset Management GmbH | 26,969 | $13.6M | 0.01% | +2,650+10.9% | Added |
| Alliancebernstein L.P. | 39,928 | $13.5M | 0.00% | −23,769−37.3% | Reduced |