1326 tracked 13F filers disclose a position in DAL as of the latest SEC 13F filings, a combined $37.3B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $2.9B | 44.1M | ▼−1.3% Reduced · −600K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $2.8B | 41.9M | →First observed position No prior filed position | Q1 2026 | |
| 3 | BERKSHIRE HATHAWAY INC | $2.6B | 39.8M | ▲New +39.8M sh | Q1 2026 | |
| 4 | Sanders Capital, LLC | $2.0B | 29.5M | ▼−0.4% Reduced · −111K sh | Q1 2026 | |
| 5 | FMR LLC | $1.8B | 27.5M | ▲+0.3% Added · +93K sh | Q1 2026 | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.8B | 27.4M | →First observed position No prior filed position | Q1 2026 | |
| 7 | STATE STREET CORP | $2.3B | 24.1M | ▲+2.9% Added · +669K sh | Q2 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $1.8B | 18.5M | ▲+3.0% Added · +541K sh | Q2 2026 | |
| 9 | HARRIS ASSOCIATES L P | $1.2B | 18.0M | ▼−8.4% Reduced · −1.7M sh | Q1 2026 | |
| 10 | PRIMECAP MANAGEMENT CO/CA/ | $1.2B | 17.5M | ▼−0.3% Reduced · −46K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $891.1M | 13.4M | ▲+8.9% Added · +1.1M sh | Q1 2026 | |
| 12 | Bank of New York Mellon Corp | $815.7M | 12.3M | ▲+29% Added · +2.8M sh | Q1 2026 | |
| 13 | DIMENSIONAL FUND ADVISORS LP | $667.2M | 10.0M | ▼−0.6% Reduced · −60K sh | Q1 2026 | |
| 14 | AQR CAPITAL MANAGEMENT LLC | $549.2M | 8.4M | ▲+37% Added · +2.3M sh | Q1 2026 | |
| 15 | JPMORGAN CHASE & CO | $465.4M | 7.4M | ▲+20% Added · +1.3M sh | Q1 2026 | |
| 16 | Newport Trust Company, LLC | $582.2M | 6.2M | ▼−21% Reduced · −1.7M sh | Q2 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $340.4M | 5.1M | ▲+23% Added · +956K sh | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $330.8M | 5.0M | ▼−0.8% Reduced · −40K sh | Q1 2026 | |
| 19 | Life Cycle Investment Partners Ltd | $449.3M | 4.8M | ▼−15% Reduced · −825K sh | Q2 2026 | |
| 20 | GMT CAPITAL CORP | $294.0M | 4.4M | ▼−0.8% Reduced · −36K sh | Q1 2026 | |
| 21 | AMERIPRISE FINANCIAL INC | $266.6M | 4.0M | ▲+39% Added · +1.1M sh | Q1 2026 | |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $263.0M | 4.0M | ▲+2.9% Added · +112K sh | Q1 2026 | |
| 23 | Gallagher Fiduciary Advisors, LLC | $255.2M | 3.8M | ▼−5.0% Reduced · −202K sh | Q1 2026 | |
| 24 | VICTORY CAPITAL MANAGEMENT INC | $247.4M | 3.7M | ▲+20% Added · +624K sh | Q1 2026 | |
| 25 | Allianz Asset Management GmbH | $246.0M | 3.7M | ▼−15% Reduced · −628K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in DAL and 22 added to an existing one, while 30 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 813 funds | $250.4B |
| MICROSOFT CORPMSFT | 811 funds | $333.7B |
| NVIDIA CORPNVDA | 809 funds | $477.9B |
| APPLE INCAAPL | 800 funds | $432.1B |
| ALPHABET INC-CL AGOOGL | 797 funds | $238.3B |
| META PLATFORMS INC-CLASS AMETA | 793 funds | $143.9B |
| JPMORGAN CHASE & COJPM | 786 funds | $91.8B |
| BROADCOM INCAVGO | 769 funds | $185.6B |
| ALPHABET INC-CL CGOOG | 767 funds | $158.0B |
| ELI LILLY & COLLY | 765 funds | $103.2B |
| WALMART INCWMT | 752 funds | $45.4B |
| JOHNSON & JOHNSONJNJ | 751 funds | $65.3B |
Ranked by how many of DAL's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 5, 2026 | HUERTA MICHAEL P | Director | Sell (S) | 3K | $292K |
| Aug 5, 2026 | Sear Steven M | EVP - Global Sales & Distrib | Sell (S) | 40K | $3.8M |
| Aug 4, 2026 | Bastian Edward H | Chief Executive Officer, Director | Sell (S) | 207K | $19.2M |
| Aug 4, 2026 | Carter Peter W | President | Sell (S) | 40K | $3.7M |
| Aug 3, 2026 | DEWALT DAVID G | Director | Sell (S) | 32K | $2.9M |
| May 27, 2026 | Ausband Allison C | EVP & Chief People Officer | Sell (S) | 5K | $405K |
| May 27, 2026 | BELLEMARE ALAIN | EVP & Pres. - International | Sell (S) | 25K | $2.0M |
| May 26, 2026 | Ausband Allison C | EVP & Chief People Officer | Sell (S) | 5K | $395K |
| May 22, 2026 | Ausband Allison C | EVP & Chief People Officer | Sell (S) | 10K | $738K |
| May 21, 2026 | Ausband Allison C | EVP & Chief People Officer | Sell (S) | 5K | $368K |
| May 7, 2026 | BELLEMARE ALAIN | EVP & Pres. - International | Sell (S) | 21K | $1.5M |
| Apr 14, 2026 | Laughter John E | EVP & Chief of Operations | Sell (S) | 15K | $1.1M |
Connected entities for DAL
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/DAL/capital-change-brief"
Use Arkolith's capital_change_brief for DAL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for DAL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.