| 4 | MORGAN STANLEY | 529K | $27.2M | +426.6% | 0.994% | 0.00% |
| 5 | GOLDMAN SACHS GROUP INC | 491K | $25.3M | -23.5% | 0.923% | 0.00% |
| 6 | Clearbridge Investments, LLC | 489K | $25.2M | +25.4% | 0.921% | 0.02% |
| 7 | JPMORGAN CHASE & CO | 328K | $16.8M | -13.1% | 0.617% | 0.00% |
| 8 | RAYMOND JAMES FINANCIAL INC | 276K | $14.2M | +8.0% | 0.519% | 0.00% |
| 9 | NEOS Investment Management LLC | 173K | $8.9M | +56.0% | 0.326% | 0.03% |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 163K | $8.4M | -51.0% | 0.307% | 0.00% |
| 11 | WESTWOOD HOLDINGS GROUP INC | 160K | $8.3M | -0.3% | 0.301% | 0.06% |
| 12 | KORNITZER CAPITAL MANAGEMENT INC /KS | 140K | $7.2M | 0.0% | 0.263% | 0.15% |
| 13 | INFRASTRUCTURE CAPITAL ADVISORS, LLC | 140K | $7.2M | -10.7% | 0.263% | 0.42% |
| 14 | PEAK6 LLC | 135K | $6.9M | 0.0% | 0.254% | 0.01% |
| 15 | Blackstone Inc. | 132K | $6.8M | -4.5% | 0.249% | 0.02% |
| 16 | JANE STREET GROUP, LLC | 119K | $6.1M | +51.1% | 0.223% | 0.00% |
| 17 | UBS Group AG | 118K | $6.1M | -0.0% | 0.222% | 0.00% |
| 18 | CITADEL ADVISORS LLC | 112K | $5.8M | +18.3% | 0.210% | 0.00% |
| 19 | Castellan Group | 93K | $4.8M | +2.3% | 0.175% | 0.53% |
| 20 | FIRST TRUST ADVISORS LP | 78K | $4.0M | +10.3% | 0.147% | 0.00% |
| 21 | Adams Asset Advisors, LLC | 70K | $3.6M | 0.0% | 0.132% | 0.41% |
| 22 | GraniteShares Advisors LLC | 62K | $3.2M | +15.1% | 0.116% | 2.04% |
| 23 | SHARPEPOINT LLC | 40K | $2.1M | +5.1% | 0.076% | 1.04% |
| 24 | IFG Advisory, LLC | 36K | $1.9M | +5.5% | 0.068% | 0.07% |
| 25 | LPL Financial LLC | 34K | $1.8M | +5.8% | 0.065% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in DKL — a direct measure of their conviction.
| 21.64% |
| 0.62 pp |
| $483M |
| +3.7% |
| Q4 2024 | 83 | +24% | 22.26% | +8.16 pp | $466M | +43% |
| Q3 2024 | 67 | — | 14.10% | — | $325M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
8 institutions opened new positions in DKL during Q2 2026, while 6 fully exited. 58 added to existing positions and 14 trimmed.
DKL institutional ownership rose by 0.22 percentage points quarter-over-quarter, with a net change of +1 holders.
The top 10 institutions account for 84.4% of all reported 13F value in DKL, and the top 25 account for 96.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Delek Logistics Partners, LP (DKL) Institutional Ownership