Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in DTE held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 25.7M | $3.92B | +14.6% | 12.349% | 0.06% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 12.6M | $1.91B | +0.6% | 6.040% | 0.04% |
| 3 | Capital Research Global Investors | 12.5M | $1.90B | -12.1% | 6.005% | 0.27% |
| 4 | STATE STREET CORP | 11.2M | $1.72B | +1.1% | 5.397% | 0.03% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 11.2M | $1.70B | -5.7% | 5.374% | 0.08% |
| 6 | Capital World Investors | 10.0M | $1.52B | -8.6% | 4.801% | 0.18% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 5.9M | $891.2M | +1.6% | 2.821% | 0.05% |
| 8 | AMERIPRISE FINANCIAL INC | 5.6M | $854.4M | -2.5% | 2.694% | 0.17% |
| 9 | Jupiter Topco LLC | 3.1M | $477.3M | β | 1.505% | 0.19% |
| 10 | Invesco Ltd. | 3.0M | $454.6M | -0.2% | 1.434% | 0.04% |
| 11 | BANK OF AMERICA CORP /DE/ | 2.7M | $417.0M | +59.3% | 1.315% | 0.03% |
| 12 | AQR CAPITAL MANAGEMENT LLC | 2.6M | $397.1M | +333.0% | 1.253% | 0.14% |
| 13 | MORGAN STANLEY | 2.6M | $391.8M | +11.0% | 1.236% | 0.02% |
| 14 | Boston Partners | 2.5M | $377.5M | +3.0% | 1.191% | 0.34% |
| 15 | Soroban Capital Partners LP | 1.9M | $293.0M | -5.7% | 0.924% | 0.61% |
| 16 | FRANKLIN RESOURCES INC | 1.7M | $256.8M | -0.1% | 0.810% | 0.06% |
| 17 | NORTHERN TRUST CORP | 1.7M | $252.4M | -1.0% | 0.796% | 0.03% |
| 18 | GOLDMAN SACHS GROUP INC | 1.6M | $249.8M | +26.6% | 0.788% | 0.02% |
| 19 | BARCLAYS PLC | 1.6M | $248.8M | -10.0% | 0.785% | 0.05% |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.4M | $214.8M | +1.6% | 0.677% | 0.03% |
| 21 | Legal & General Group Plc | 1.3M | $199.6M | -4.4% | 0.629% | 0.04% |
| 22 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.2M | $175.7M | -4.9% | 0.554% | 0.06% |
| 23 | VANGUARD FIDUCIARY TRUST CO | 1.1M | $174.2M | -0.1% | 0.550% | 0.04% |
| 24 | Bank of New York Mellon Corp | 1.1M | $171.0M | -6.5% | 0.539% | 0.03% |
| 25 | MARSHALL WACE, LLP | 949K | $144.6M | -30.6% | 0.456% | 0.11% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in DTE β a direct measure of their conviction.
Filings activity in DTE during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,035 | +5.9% | 81.37% | +1.14 pp | $25.27B | +6.0% |
| Q1 2026 | 977 | +3.3% | 80.23% | +2.35 pp | $23.84B | +17% |
| Q4 2025 | 946 | +5.0% | 77.88% | 1.58 pp | $20.43B | 7.6% |
| Q3 2025 | 901 | 1.6% | 79.46% | +0.39 pp | $22.12B | +2.7% |
| Q2 2025 | 916 | +1.7% | 79.07% | +1.33 pp | $21.53B | +0.1% |
| Q1 2025 | 901 | +6.3% | 77.74% | +1.07 pp | $21.52B | +15% |
| Q4 2024 | 848 | +3.0% | 76.67% | 3.10 pp | $18.79B | 1.1% |
| Q3 2024 | 823 | β | 79.77% | β | $19.01B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying DTE stock.
Based on Q2 2026 13F filings, institutional ownership of DTE Energy Company stands at 81.4%, held across 1,035 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of DTE, with approximately 25,695,899 shares worth $3.92B as of Q2 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of DTE.
Our composite Smart Money Score for DTE is 54 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
115 institutions opened new positions in DTE during Q2 2026, while 73 fully exited. 702 added to existing positions and 176 trimmed.
DTE institutional ownership rose by 1.14 percentage points quarter-over-quarter, with a net change of +58 holders.
The top 10 institutions account for 60.8% of all reported 13F value in DTE, and the top 25 account for 76.5%.
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.
DTE Energy Company (DTE) Institutional Ownership