DY

Dycom Industries Inc
IndustrialsUSCUSIP 267475101◍ Confluence graph
Tracked 13F Holders
521
-118 QoQ
13F Value (tracked)
$10.2B
Insider Net · 180d
$201K
1↑ 0↓
Recent Filings
15
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)35 adding · 20 trimming
Insider net (180d)+$201K

Who owns DY?

521 tracked 13F filers

521 tracked 13F filers disclose a position in DY as of the latest SEC 13F filings, a combined $10.2B 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
1PECONIC PARTNERS LLC
$1.4B
4.1M
+0.1%
Added · +5K sh
Q1 2026
2BlackRock, Inc.
$1.3B
3.9M
+4.2%
Added · +155K sh
Q1 2026
3VANGUARD PORTFOLIO MANAGEMENT LLC
$453.1M
1.3M
First observed position
No prior filed position
Q1 2026
4VANGUARD CAPITAL MANAGEMENT LLC
$437.0M
1.3M
First observed position
No prior filed position
Q1 2026
5Hill City Capital, LP
$510.5M
1.0M
Held
Q2 2026
6FMR LLC
$325.2M
960K
+6.6%
Added · +60K sh
Q1 2026
7STATE STREET CORP
$473.1M
936K
−13%
Reduced · −141K sh
Q2 2026
8MILLENNIUM MANAGEMENT LLC
$273.0M
806K
−17%
Reduced · −167K sh
Q1 2026
9FIRST TRUST ADVISORS LP
$270.6M
799K
+28%
Added · +174K sh
Q1 2026
10GEODE CAPITAL MANAGEMENT, LLC
$334.1M
661K
−20%
Reduced · −170K sh
Q2 2026
11DIMENSIONAL FUND ADVISORS LP
$194.9M
575K
−5.0%
Reduced · −31K sh
Q1 2026
12NORDEA INVESTMENT MANAGEMENT AB
$157.8M
478K
+18%
Added · +72K sh
Q1 2026
13BANK OF AMERICA CORP /DE/
$151.1M
446K
+6.1%
Added · +26K sh
Q1 2026
14CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$142.1M
419K
+0.6%
Added · +2K sh
Q1 2026
15ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$134.3M
396K
+20%
Added · +66K sh
Q1 2026
16PRICE T ROWE ASSOCIATES INC /MD/
$126.7M
374K
−33%
Reduced · −184K sh
Q1 2026
17NORTHERN TRUST CORP
$124.3M
367K
+5.3%
Added · +18K sh
Q1 2026
18Alyeska Investment Group, L.P.
$120.0M
354K
+92%
Added · +170K sh
Q1 2026
19MORGAN STANLEY
$117.7M
347K
+15%
Added · +44K sh
Q1 2026
20VOYA INVESTMENT MANAGEMENT LLC
$115.1M
340K
+56%
Added · +122K sh
Q1 2026
21JPMORGAN CHASE & CO
$103.9M
320K
+125%
Added · +178K sh
Q1 2026
22GOLDMAN SACHS GROUP INC
$106.6M
315K
+70%
Added · +129K sh
Q1 2026
23PRINCIPAL FINANCIAL GROUP INC
$94.4M
279K
−22%
Reduced · −78K sh
Q1 2026
24REAVES W H & CO INC
$133.1M
263K
+6.1%
Added · +15K sh
Q2 2026
25RAYMOND JAMES FINANCIAL INC
$83.3M
251K
+17%
Added · +36K 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 DY being bought or sold by institutions?

Last quarter, 7 funds opened a new position in DY and 28 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)
7
funds
Added
28
funds
Reduced
20
funds
Exited
0
funds

Funds that own DY also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT300 funds$264.9B
AMAZON.COM INCAMZN296 funds$192.4B
NVIDIA CORPNVDA291 funds$379.7B
APPLE INCAAPL287 funds$289.4B
ALPHABET INC-CL AGOOGL286 funds$158.7B
META PLATFORMS INC-CLASS AMETA284 funds$108.3B
ELI LILLY & COLLY282 funds$74.5B
BROADCOM INCAVGO278 funds$153.8B
MICRON TECHNOLOGY INCMU277 funds$44.5B
ALPHABET INC-CL CGOOG273 funds$128.4B
COSTCO WHOLESALE CORPCOST273 funds$35.0B
JPMORGAN CHASE & COJPM269 funds$58.3B

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

Insider activity (Form 4)

Full insider page →
Buys · 180d
$201K
1 insiders
Sells · 180d
$0
0 insiders
Net
$201K
1 P/S txns
Signal
Net Buying
open-market
DateInsiderRoleActionSharesValue
Sep 1, 2026Fallon David JosephDirectorBuy (P)700$201K
Jan 9, 2026Gertel EitanDirectorSell (S)4K$1.3M
Jan 10, 2025Pruitt Peter T JrDirectorSell (S)3K$508K
Dec 18, 2024Fritzsche Jennifer MDirectorSell (S)430$74K
Jul 11, 2024Lawson Jason TVP and CHROSell (S)856$149K
Apr 1, 2024Lawson Jason TVP and CHROSell (S)220$31K
Nov 24, 2023VILLAVERDE SHARONVP & Chief Accounting OfficerSell (S)2K$232K
Oct 11, 2023Lawson Jason TVP and CHROSell (S)618$55K
Mar 30, 2023URNESS RYAN FVP, GC & SecretarySell (S)3K$313K
Mar 30, 2023DeFerrari H AndrewSr. VP & CFOSell (S)10K$968K
Dec 21, 2022Sykes Richard KDirectorSell (S)2K$185K
Oct 4, 2022DUKE DWIGHT BDirectorSell (S)5K$470K

Institutional ownership over time

315 funds+59 since Q3 2024
0217433Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $2.6B · 2 values withheld

Recent filings

15 shown

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Connected entities for DY

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Ask your agent what changed in DY

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/DY/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for DY.
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 DY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.