DK

Delek US Holdings Inc
EnergyUSCUSIP 24665A103◍ Confluence graph
Tracked 13F Holders
271
-130 QoQ
13F Value (tracked)
$2.7B
Insider Net · 180d
-$35.2M
0↑ 12↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)32 adding · 20 trimming
Insider net (180d)-$35.2M

Who owns DK?

271 tracked 13F filers

271 tracked 13F filers disclose a position in DK as of the latest SEC 13F filings, a combined $2.7B 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.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
2 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$231.5M
5.1M
+2.5%
Added · +124K sh
Q1 2026
2VANGUARD PORTFOLIO MANAGEMENT LLC
$163.8M
3.6M
First observed position
No prior filed position
Q1 2026
3STATE STREET CORP
$163.8M
3.2M
+5.8%
Added · +175K sh
Q2 2026
4Rubric Capital Management LP
$121.1M
2.7M
Held
Q1 2026
5VANGUARD CAPITAL MANAGEMENT LLC
$117.9M
2.6M
First observed position
No prior filed position
Q1 2026
6River Road Asset Management, LLC
$111.8M
2.5M
−2.6%
Reduced · −68K sh
Q1 2026
7GOLDMAN SACHS GROUP INC
$106.6M
2.4M
−2.5%
Reduced · −61K sh
Q1 2026
8TWO SIGMA INVESTMENTS, LP
$85.6M
1.9M
+67%
Added · +760K sh
Q1 2026
9Allianz Asset Management GmbH
$82.0M
1.8M
+31%
Added · +432K sh
Q1 2026
10FMR LLC
$80.7M
1.8M
+18%
Added · +267K sh
Q1 2026
11NORGES BANK
$48.4M
1.6M
79×
Added · +1.6M sh
Q4 2025
12ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$71.9M
1.6M
+27%
Added · +336K sh
Q1 2026
13GEODE CAPITAL MANAGEMENT, LLC
$78.1M
1.5M
+8.2%
Added · +117K sh
Q2 2026
14CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$64.8M
1.4M
−5.7%
Reduced · −88K sh
Q1 2026
15MORGAN STANLEY
$64.3M
1.4M
−30%
Reduced · −606K sh
Q1 2026
16ION Fund Management Ltd
$61.7M
1.4M
−22%
Reduced · −398K sh
Q1 2026
17CITADEL ADVISORS LLC
$53.8M
1.2M
+29%
Added · +267K sh
Q1 2026
18T. Rowe Price Investment Management, Inc.
Withheld
1.2M
+41%
Added · +343K sh
Q1 2026
19HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
$51.2M
1.1M
+19%
Added · +182K sh
Q1 2026
20Nuveen, LLC
$48.4M
1.1M
+13%
Added · +127K sh
Q1 2026
21BARCLAYS PLC
$45.5M
1.0M
−29%
Reduced · −416K sh
Q1 2026
22Fisher Asset Management, LLC
$44.9M
996K
−4.7%
Reduced · −49K sh
Q1 2026
23BANK OF AMERICA CORP /DE/
$38.1M
846K
+118%
Added · +458K sh
Q1 2026
24Forest Avenue Capital Management LP
$29.5M
654K
New
+654K sh
Q1 2026
25Qube Research & Technologies Ltd
$28.1M
623K
+148%
Added · +372K 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.

Is DK being bought or sold by institutions?

Last quarter, 8 funds opened a new position in DK and 24 added to an existing one, while 20 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).

Opened (NEW)
8
funds
Added
24
funds
Reduced
20
funds
Exited
0
funds

Funds that own DK also own

CompanyCo-held byCombined value
AMAZON.COM INCAMZN155 funds$149.2B
MICROSOFT CORPMSFT152 funds$202.8B
META PLATFORMS INC-CLASS AMETA149 funds$83.0B
NVIDIA CORPNVDA148 funds$299.8B
MICRON TECHNOLOGY INCMU146 funds$30.7B
APPLE INCAAPL143 funds$225.1B
ELI LILLY & COLLY143 funds$60.9B
ALPHABET INC-CL AGOOGL141 funds$122.9B
VISA INC-CLASS A SHARESV140 funds$44.2B
BANK OF AMERICA CORPBAC140 funds$26.2B
JPMORGAN CHASE & COJPM139 funds$46.8B
LAM RESEARCH CORPLRCX139 funds$27.6B

Ranked by how many of DK's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$35.2M
12 insiders
Net
-$35.2M
40 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Aug 24, 2026Sullivan Gary M Jr.DirectorSell (S)28K$1.9M
Aug 21, 2026Marcogliese Richard JDirectorSell (S)2K$142K
Aug 21, 2026FINNERTY WILLIAM JDirectorSell (S)1K$94K
Aug 18, 2026Spiegel ReuvenEVP, Special ProjectsSell (S)10K$682K
Aug 17, 2026Soreq AvigalPresident & CEO, DirectorSell (S)13K$879K
Aug 17, 2026Soreq AvigalPresident & CEO, DirectorSell (S)58K$3.8M
Aug 17, 2026Soreq AvigalPresident & CEO, DirectorSell (S)5K$302K
Aug 17, 2026Hobbs Mark WayneEVP, Delek LogisticsSell (S)15K$973K
Aug 17, 2026Hobbs Mark WayneEVP, Delek LogisticsSell (S)5K$318K
Aug 17, 2026Soreq AvigalPresident & CEO, DirectorSell (S)5K$296K
Aug 13, 2026Yemin Ezra UziDirectorSell (S)18K$1.2M
Aug 13, 2026Yemin Ezra UziDirectorSell (S)38K$2.6M

Institutional ownership over time

121 funds-36 since Q3 2024
0126251Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $498.2M

Recent filings

15 shown

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Connected entities for DK

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Ask your agent what changed in DK

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/DK/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for DK.
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 DK. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.