DELTA AIR LINES INC (DAL)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
54
Reporting holders
$192.5M
Reported value
0.0%
Calls
0.0%
Puts
-1,482
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Douglas Lane & Associates, LLC | $120.4M | 1,442,130 | 1.61% | 32q | -6.2%-$7.9M |
| VALLEY WEALTH MANAGERS, INC. | $29.9M | 358,406 | 1.70% | 5q | -2.7%-$831.6K |
| KWMG, LLC | $10.5M | 126,073 | 0.76% | 32q | HELD |
| Red Spruce Capital, LLC | $4.5M | 53,907 | 1.59% | 21q | HELD |
| PARK NATIONAL CORP /OH/ | $2.5M | 30,392 | 0.07% | 23q | -4.5%-$118.9K |
| GAMMA Investing LLC | $2.5M | 29,966 | 0.08% | 12q | +4.7%+$111.6K |
| Venture Visionary Partners LLC | $2.3M | 27,427 | 0.06% | 16q | +3.6%+$78.9K |
| Farther Finance Advisors, LLC | $2.1M | 24,850 | 0.01% | 16q | +12.7%+$233.6K |
| Wedmont Private Capital | $1.9M | 22,960 | 0.05% | 14q | +26.5%+$395.4K |
| Central Pacific Bank - Trust Division | $1.7M | 20,189 | 0.18% | 11q | -24.0%-$531.6K |
| Whitaker-Myers Wealth Managers, LTD. | $1.6M | 19,759 | 0.27% | new | NEW |
| Everhart Financial Group, Inc. | $1.3M | 15,006 | 0.08% | 15q | +3.2%+$39.2K |
| Valeo Financial Advisors, LLC | $1.2M | 14,110 | 0.02% | 32q | -2.6%-$31.0K |
| Greenfield Savings Bank | $903.5K | 10,826 | 0.34% | 7q | +4.7%+$40.3K |
| Grove Bank & Trust | $880.3K | 10,548 | 0.09% | 16q | -22.6%-$257.6K |
| TrueWealth Advisors, LLC | $738.5K | 8,848 | 0.17% | new | NEW |
| RIVERSEDGE ADVISORS, LLC | $663.9K | 7,955 | 0.08% | 4q | +20.5%+$112.8K |
| Great Waters Wealth Management | $578.3K | 6,929 | 0.05% | 14q | HELD |
| Versant Capital Management, Inc | $526.6K | 6,310 | 0.05% | 32q | +6.2%+$30.7K |
| Apella Capital, LLC | $493.6K | 5,949 | 0.01% | 5q | +32.0%+$119.6K |
| First Heartland Consultants, Inc. | $402.6K | 4,824 | 0.03% | 32q | -1.3%-$5.3K |
| Taylor & Morgan Wealth Management, LLC | $396.1K | 4,746 | 0.19% | 20q | HELD |
| FIRST FINANCIAL BANK - TRUST DIVISION | $394.0K | 4,721 | 0.03% | 6q | -4.6%-$19.0K |
| CoreCap Advisors, LLC | $391.5K | 4,690 | 0.01% | 9q | -1.6%-$6.4K |
| TITLEIST ASSET MANAGEMENT, LLC | $386.8K | 4,635 | 0.02% | new | NEW |
| MOODY NATIONAL BANK TRUST DIVISION | $375.1K | 4,494 | 0.03% | 25q | HELD |
| Avidian Wealth Enterprises, LLC | $307.2K | 3,680 | 0.01% | 2q | +9.0%+$25.3K |
| Whalen Wealth Management Inc. | $269.6K | 3,230 | 0.12% | new | NEW |
| Paragon Capital Management Ltd | $263.8K | 3,161 | 0.05% | 6q | HELD |
| MassMutual Private Wealth & Trust, FSB | $256.7K | 3,076 | 0.01% | 32q | -8.6%-$24.1K |
| Breakwater Capital Group | $256.1K | 3,069 | 0.03% | 4q | -0.6%-$1.5K |
| City Center Advisors, LLC | $238.0K | 2,852 | 0.18% | new | NEW |
| GK Wealth Management LLC | $222.9K | 2,671 | 0.13% | 2q | -59.2%-$323.1K |
| Arbor Wealth Advisors LLC | $208.7K | 2,500 | 0.13% | 2q | HELD |
| Rosenberg Matthew Hamilton | $192.8K | 2,310 | 0.03% | 27q | HELD |
| Bank of New Hampshire | $149.3K | 1,789 | 0.03% | 3q | HELD |
| Olistico Wealth, LLC | $131.5K | 1,575 | 0.05% | 4q | HELD |
| Hickory Point Bank & Trust | $125.2K | 1,500 | 0.08% | 3q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $98.3K | 1,178 | 0.01% | 16q | -3.8%-$3.9K |
| GoalVest Advisory LLC | $96.6K | 1,157 | 0.02% | 11q | +11.0%+$9.6K |
| EASTERN BANK | $53.5K | 641 | 0.00% | 9q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $51.7K | 620 | 0.01% | 9q | +73.2%+$21.9K |
| Roxbury Financial LLC | $38.2K | 457 | 0.03% | 8q | HELD |
| Trust Co | $27.7K | 332 | 0.00% | 2q | HELD |
| Byrne Asset Management LLC | $23.1K | 275 | 0.01% | 4q | HELD |
| Bangor Savings Bank | $12.5K | 150 | 0.00% | 10q | HELD |
| Marquette Asset Management, LLC | $10.4K | 125 | 0.00% | 5q | HELD |
| AMERICAN NATIONAL BANK & TRUST | $9.9K | 119 | 0.00% | 4q | HELD |
| Horizons Wealth Management | $6.4K | 76 | 0.00% | 6q | HELD |
| Retirement Wealth Solutions LLC | $4.9K | 59 | 0.00% | 5q | HELD |
| Planning Strategies Inc. | $4.7K | 56 | 0.00% | 2q | +3.7% |
| TOTH FINANCIAL ADVISORY CORP | $4.6K | 55 | 0.00% | 28q | +61.8%+$1.8K |
| ATWOOD & PALMER INC | $4.2K | 50 | 0.00% | 12q | HELD |
| Mn Services Vermogensbeheer B.V. | $3.9K | 47,159 | 0.03% | 6q | HELD |
| Davis Capital Management | $1.8K | 22 | 0.00% | 5q | +46.7% |
| CX Institutional | $758 | 9,082 | 0.02% | 11q | +13.2% |
| NEVILLE RODIE & SHAW INC | $451 | 5,400 | 0.03% | 8q | HELD |
| Polaris Financial Partners | $178 | 2,142 | 0.08% | new | FIRST |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | Warren E. Buffett INDIVIDUALwith 2 co-filers | 8.7% |
| 2026-08-06 | 13G | FMR LLCwith 1 co-filers | 5.1% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-04 | Bastian Edward H | Chief Executive Officer | Sold | 206,510 | $19.2M |
| 2026-08-05 | Sear Steven M | EVP - Global Sales & Distrib | Sold | 40,460 | $3.8M |
| 2026-08-04 | Carter Peter W | President | Sold | 39,900 | $3.7M |
| 2026-08-04 | BELLEMARE ALAIN | EVP & Pres. - International | Sold | 35,000 | $3.2M |
| 2026-08-03 | DEWALT DAVID G | Director | Sold | 31,756 | $2.9M |
| 2026-05-27 | BELLEMARE ALAIN | EVP & Pres. - International | Sold | 25,000 | $2.0M |
| 2026-05-07 | BELLEMARE ALAIN | EVP & Pres. - International | Sold | 20,621 | $1.5M |
| 2026-05-22 | Ausband Allison C | EVP & Chief People Officer | Sold | 9,710 | $738.0K |
| 2026-05-27 | Ausband Allison C | EVP & Chief People Officer | Sold | 5,000 | $404.5K |
| 2026-05-26 | Ausband Allison C | EVP & Chief People Officer | Sold | 5,000 | $395.0K |
| 2026-05-21 | Ausband Allison C | EVP & Chief People Officer | Sold | 5,000 | $367.5K |
| 2026-08-05 | HUERTA MICHAEL P | Director | Sold | 3,100 | $291.8K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 54 | $192.5M | 2,307,435 | 5 | 15 | 13 | 0.0% |
| Q2 2026 | 1,536 | $61.7B | 617,755,959 | 285 | 479 | 470 | 6.5% |
| Q1 2026 | 1,351 | $43.0B | 582,323,604 | 165 | 514 | 369 | 10.1% |
| Q4 2025 | 1,342 | $43.2B | 558,772,186 | 164 | 440 | 364 | 10.3% |
| Q3 2025 | 1,230 | $35.8B | 543,986,568 | 157 | 400 | 368 | 13.7% |
| Q2 2025 | 1,193 | $29.1B | 529,285,377 | 164 | 412 | 372 | 10.6% |
| Q1 2025 | 1,146 | $26.3B | 535,140,060 | 118 | 408 | 352 | 11.5% |
| Q4 2024 | 1,231 | $37.8B | 529,290,259 | 162 | 336 | 391 | 15.3% |
| Q3 2024 | 1,101 | $30.5B | 516,344,145 | 111 | 350 | 391 | 14.0% |
| Q2 2024 | 1,110 | $27.2B | 501,997,866 | 118 | 342 | 370 | 12.3% |
| Q1 2024 | 1,093 | $27.7B | 510,886,919 | 122 | 318 | 372 | 11.8% |
| Q4 2023 | 1,078 | $21.5B | 462,330,359 | 95 | 308 | 399 | 13.3% |
| Q3 2023 | 1,038 | $18.9B | 452,277,601 | 84 | 326 | 359 | 11.6% |
| Q2 2023 | 1,084 | $24.5B | 460,178,248 | 169 | 301 | 375 | 11.0% |
| Q1 2023 | 978 | $17.9B | 462,935,012 | 108 | 344 | 278 | 9.7% |
| Q4 2022 | 970 | $16.5B | 443,294,794 | 133 | 260 | 322 | 11.5% |
| Q3 2022 | 879 | $13.7B | 428,743,037 | 78 | 273 | 290 | 12.0% |
| Q2 2022 | 904 | $14.7B | 435,880,324 | 79 | 328 | 281 | 13.7% |
| Q1 2022 | 972 | $19.5B | 416,835,337 | 109 | 354 | 273 | 15.7% |
| Q4 2021 | 979 | $19.5B | 407,429,897 | 82 | 305 | 313 | 18.5% |
| Q3 2021 | 968 | $20.4B | 407,680,848 | 92 | 298 | 335 | 14.7% |
| Q2 2021 | 966 | $20.1B | 408,926,974 | 89 | 314 | 327 | 12.0% |
| Q1 2021 | 998 | $22.3B | 410,523,344 | 125 | 335 | 320 | 11.3% |
| Q4 2020 | 981 | $19.9B | 403,296,675 | 156 | 259 | 307 | 18.2% |
| Q3 2020 | 848 | $14.0B | 381,760,892 | 93 | 252 | 332 | 16.9% |
| Q2 2020 | 881 | $12.4B | 372,387,731 | 157 | 289 | 343 | 15.5% |
| Q1 2020 | 981 | $15.4B | 487,167,216 | 175 | 344 | 366 | 10.1% |
| Q4 2019 | 1,146 | $34.8B | 559,507,150 | 108 | 375 | 382 | 6.1% |
| Q3 2019 | 1,077 | $34.5B | 568,175,062 | 115 | 401 | 352 | 5.1% |
| Q2 2019 | 1,048 | $34.7B | 563,934,954 | 132 | 327 | 398 | 5.9% |
| Q1 2019 | 1,029 | $31.0B | 573,897,011 | 133 | 369 | 336 | 4.4% |
| Q4 2018 | 1,019 | $32.4B | 612,322,053 | 10 | 18 | 23 | 5.9% |