DAL — DELTA AIR LINES INC
Index member: S&P 500
As of Q2 2026, 47 SEC-registered investment managers reported holding DAL (DELTA AIR LINES INC) in their latest 13F filings, with a combined reported value of $24.55B across 263.15M shares. That is +3.8% by share count (+9.57M shares) versus the previous quarter, while reported value moved +46.2%. Ownership is concentrated: the five largest holders account for 65.5% of reported value and the top ten for 82.9%.
Compared with the prior quarter, 3 opened new positions, 16 added to existing stakes, 28 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
DAL is a constituent of the S&P 500 and is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Berkshire Hathaway history | Q2 2026 | 57.32M | $5.37B | 1.79% | Add |
| Vanguard Group history | Q4 2025 | 74.55M | $5.17B | 0.07% | Hold |
| BlackRock Inc history | Q2 2026 | 45.11M | $4.22B | 0.07% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 33.19M | $3.11B | 0.15% | Add |
| Geode Capital Management history | Q2 2026 | 18.51M | $1.75B | 0.09% | Add |
| Harris Associates (Oakmark) history | Q2 2026 | 17.33M | $1.62B | 2.15% | Reduce |
| BNY Mellon history | Q2 2026 | 12.63M | $1.18B | 0.20% | Add |
| Morgan Stanley history | Q2 2026 | 11.72M | $1.10B | 0.06% | Reduce |
| AQR Capital Management history | Q2 2026 | 7.86M | $731.68M | 0.26% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 6.89M | $645.10M | 0.06% | Add |
| Citadel Advisors history | Q2 2026 | 6.49M | $607.42M | 0.07% | Reduce |
| Northern Trust Corp history | Q2 2026 | 5.02M | $470.39M | 0.06% | Add |
| Invesco Ltd history | Q2 2026 | 5.00M | $468.65M | 0.04% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 4.01M | $375.63M | 0.05% | Add |
| Wellington Management Group history | Q2 2026 | 3.49M | $326.91M | 0.06% | Reduce |
| UBS Group AG history | Q2 2026 | 3.20M | $299.44M | 0.04% | Reduce |
| Bank of America Corp history | Q2 2026 | 2.74M | $256.76M | 0.02% | Reduce |
| Pzena Investment Management history | Q2 2026 | 2.62M | $245.27M | 0.72% | Reduce |
| Capital World Investors history | Q2 2026 | 2.54M | $237.44M | 0.03% | Reduce |
| MFS Investment Management history | Q2 2026 | 2.49M | $232.89M | 0.08% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 244.10K sh · $22.74M
- Two Sigma Investments 22.25K sh · $2.08M
- Lazard Asset Management 5.08K sh · $475.51K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 903.47K sh · $60.06M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Berkshire Hathaway | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 39.81M | 57.32M |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 42.54M | 43.48M | 47.02M | 46.07M | 47.24M | 47.19M | 45.54M | 45.11M |
| Fidelity Management & Research (FMR) | 11.16M | 11.53M | 15.16M | 14.13M | 11.68M | 11.33M | 14.78M | 13.67M | 9.73M | 7.39M | 8.11M | 9.32M | 7.70M | 9.96M | 7.27M | 9.97M | 19.57M | 27.41M | 27.50M | 33.19M |
| Geode Capital Management | 10.97M | 11.32M | 11.91M | 12.14M | 12.45M | 12.82M | 13.17M | 13.49M | 13.81M | 14.16M | 14.66M | 15.09M | 15.50M | 15.91M | 16.23M | 16.76M | 17.21M | 17.41M | 17.97M | 18.51M |
| Harris Associates (Oakmark) | — | — | — | — | — | — | — | — | — | — | 6.54M | 11.71M | 12.62M | 9.82M | 11.29M | 14.05M | 13.52M | 19.67M | 18.00M | 17.33M |
| BNY Mellon | 4.15M | 4.06M | 3.97M | 4.13M | 3.68M | 3.69M | 3.72M | 3.75M | 3.65M | 3.65M | 3.48M | 3.42M | 3.27M | 3.54M | 5.92M | 6.21M | 7.66M | 9.50M | 12.27M | 12.63M |
| Morgan Stanley | 8.82M | 9.09M | 8.41M | 12.10M | 10.44M | 9.93M | 10.07M | 9.97M | 10.84M | 12.01M | 11.87M | 12.64M | 12.53M | 14.06M | 12.55M | 13.06M | 12.25M | 12.31M | 13.40M | 11.72M |
| AQR Capital Management | 151.97K | 343.41K | 483.22K | 392.77K | 755.09K | 683.88K | 2.13M | 1.16M | 1.08M | 807.41K | 835.28K | 777.43K | 4.44M | 2.39M | 5.96M | 6.01M | 4.27M | 6.16M | 8.44M | 7.86M |
| Goldman Sachs Group | 2.77M | 2.26M | 2.85M | 3.02M | 4.08M | 3.43M | 2.64M | 2.78M | 2.80M | 2.64M | 3.91M | 5.58M | 6.00M | 5.77M | 6.56M | 3.63M | 4.23M | 4.36M | 5.97M | 6.89M |
| Citadel Advisors | 13.41M | 13.78M | 13.31M | 8.36M | 14.63M | 14.00M | 11.69M | 12.86M | 14.74M | 8.39M | 7.61M | 6.19M | 7.31M | 8.39M | 10.22M | 13.16M | 18.29M | 9.12M | 9.61M | 6.49M |
| Northern Trust Corp | 5.65M | 5.58M | 5.57M | 5.21M | 5.09M | 5.07M | 5.05M | 4.82M | 4.97M | 4.91M | 4.82M | 4.84M | 4.74M | 5.18M | 5.10M | 5.17M | 5.11M | 5.02M | 4.98M | 5.02M |
| Invesco Ltd | 2.57M | 2.77M | 3.21M | 3.01M | 3.28M | 4.18M | 3.93M | 3.79M | 4.81M | 4.31M | 4.93M | 6.10M | 5.89M | 5.56M | 7.24M | 6.77M | 5.60M | 5.04M | 6.15M | 5.00M |
| Charles Schwab Investment Management | 2.97M | 3.08M | 3.15M | 3.16M | 3.22M | 3.27M | 3.29M | 3.28M | 3.30M | 3.34M | 3.38M | 3.49M | 3.50M | 3.60M | 3.69M | 3.80M | 3.79M | 3.84M | 3.96M | 4.01M |
| Wellington Management Group | 26.13K | 26.04K | 6.51K | 8.15K | — | 39.97K | 189.15K | 2.35M | 2.69M | 8.60M | 14.76M | 21.92M | 19.85M | 16.28M | 3.90M | 3.76M | 5.82M | 13.81M | 4.19M | 3.49M |
| UBS Group AG | 4.15M | 5.15M | 5.92M | 3.85M | 3.24M | 3.70M | 2.54M | 2.56M | 3.02M | 2.93M | 3.02M | 3.17M | 3.18M | 7.95M | 5.56M | 6.14M | 4.31M | 3.41M | 4.00M | 3.20M |
| Bank of America Corp | 3.58M | 5.71M | 6.22M | 9.34M | 6.51M | 5.58M | 5.57M | 5.12M | 4.62M | 4.11M | 3.88M | 3.78M | 6.60M | 5.70M | 4.61M | 5.29M | 4.15M | 3.16M | 3.08M | 2.74M |
| Pzena Investment Management | — | — | — | — | — | — | — | — | — | — | — | — | 5.54M | 4.93M | 4.23M | 4.31M | 4.23M | 2.98M | 2.81M | 2.62M |
| Capital World Investors | 22.01M | 22.03M | 22.08M | 22.14M | 22.19M | 22.43M | 25.57M | 26.56M | 14.90M | 14.98M | 15.03M | 15.08M | 15.13M | 15.18M | 18.31M | 9.10M | 8.35M | 8.40M | 3.22M | 2.54M |
| MFS Investment Management | 1.33M | 2.63M | — | 2.76M | 2.78M | 2.80M | 2.82M | 2.87M | 2.87M | 2.84M | 3.36M | 3.33M | 3.34M | 2.91M | 3.29M | 3.45M | 3.41M | 3.11M | 2.91M | 2.49M |
| Citigroup Inc | 2.62M | 2.41M | 4.82M | 2.69M | 3.38M | 2.88M | 5.44M | 6.78M | 2.76M | 3.02M | 2.33M | 1.50M | 3.32M | 3.67M | 2.99M | 1.91M | 4.02M | 3.76M | 3.04M | 2.10M |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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