Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in DY held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | PECONIC PARTNERS LLC | 4.4M | $2.25B | +8.0% | 14.796% | 27.92% |
| 2 | BlackRock, Inc. | 3.0M | $1.51B | -22.5% | 9.968% | 0.02% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1.4M | $684.1M | +4.9% | 4.505% | 0.01% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.3M | $646.1M | -4.4% | 4.255% | 0.03% |
| 5 | Hill City Capital, LP | 1.0M | $510.5M | 0.0% | 3.362% | 6.23% |
| 6 | FMR LLC | 936K | $473.4M | -2.4% | 3.118% | 0.02% |
| 7 | STATE STREET CORP | 936K | $473.1M | -13.1% | 3.116% | 0.01% |
| 8 | FIRST TRUST ADVISORS LP | 909K | $459.4M | +13.8% | 3.026% | 0.27% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 661K | $334.1M | -20.4% | 2.200% | 0.02% |
| 10 | MILLENNIUM MANAGEMENT LLC | 594K | $300.5M | -26.3% | 1.979% | 0.11% |
| 11 | BANK OF AMERICA CORP /DE/ | 534K | $270.2M | +19.9% | 1.779% | 0.02% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 479K | $242.0M | -16.8% | 1.594% | 0.04% |
| 13 | Invesco Ltd. | 412K | $208.3M | +8.7% | 1.372% | 0.02% |
| 14 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 409K | $206.9M | +3.3% | 1.362% | 0.09% |
| 15 | JANE STREET GROUP, LLC | 401K | $202.8M | +884.3% | 1.335% | 0.02% |
| 16 | RAYMOND JAMES FINANCIAL INC | 385K | $194.6M | +52.9% | 1.282% | 0.05% |
| 17 | NORDEA INVESTMENT MANAGEMENT AB | 381K | $194.2M | -20.3% | 1.268% | 0.16% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 347K | $175.4M | -17.3% | 1.155% | 0.02% |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 345K | $174.6M | +239.9% | 1.150% | 0.01% |
| 20 | MORGAN STANLEY | 340K | $172.1M | -2.0% | 1.134% | 0.01% |
| 21 | NORGES BANK | 283K | $143.1M | — | 0.942% | 0.01% |
| 22 | Alyeska Investment Group, L.P. | 280K | $141.8M | -20.8% | 0.934% | 0.36% |
| 23 | VOYA INVESTMENT MANAGEMENT LLC | 274K | $138.3M | -19.5% | 0.911% | 0.12% |
| 24 | CITADEL ADVISORS LLC | 265K | $134.2M | +129.4% | 0.884% | 0.01% |
| 25 | REAVES W H & CO INC | 263K | $133.1M | +6.1% | 0.877% | 2.02% |
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 DY — a direct measure of their conviction.
Filings activity in DY during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new DY position in Q2 2026
Institutions that fully closed their DY position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 619 | +20% | 95.00% | 0.73 pp | $14.23B | +49% |
| Q1 2026 | 515 | +6.0% | 95.73% | 9.54 pp | $9.52B | 7.6% |
| Q4 2025 | 486 | +19% | 105.27% | +5.98 pp | $10.30B | +26% |
| Q3 2025 | 409 | +2.3% | 99.29% | +4.17 pp | $8.18B | +24% |
| Q2 2025 | 400 | +18% | 95.12% | 4.43 pp | $6.58B | +55% |
| Q1 2025 | 338 | 0.3% | 99.55% | +1.89 pp | $4.25B | 12% |
| Q4 2024 | 339 | 2.0% | 97.66% | +3.57 pp | $4.85B | 8.0% |
| Q3 2024 | 346 | — | 94.09% | — | $5.27B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying DY stock.
Based on Q2 2026 13F filings, institutional ownership of Dycom Industries, Inc. stands at 95.0%, held across 619 reporting institutions.
PECONIC PARTNERS LLC is the largest reported institutional holder of DY, with approximately 4,443,320 shares worth $2.25B as of Q2 2026.
Yes — 4 widely-followed marquee investors appear among the top 25 institutional holders of DY, including MILLENNIUM MANAGEMENT LLC, JANE STREET GROUP, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC.
Our composite Smart Money Score for DY is 72 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
150 institutions opened new positions in DY during Q2 2026, while 49 fully exited. 392 added to existing positions and 62 trimmed.
DY institutional ownership fell by 0.73 percentage points quarter-over-quarter, with a net change of +104 holders.
The top 10 institutions account for 53.7% of all reported 13F value in DY, and the top 25 account for 72.9%.
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.
Dycom Industries, Inc. (DY) Institutional Ownership