Ranked by reported Q1 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 | 4.1M | $1.39B | +0.1% | 13.697% | 24.11% |
| 2 | BlackRock, Inc. | 3.9M | $1.31B | +4.2% | 12.866% | 0.02% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.3M | $453.1M | — | 4.453% | 0.02% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1.3M | $437.0M | — | 4.294% | 0.01% |
| 5 | STATE STREET CORP | 1.1M | $364.7M | +5.0% | 3.584% | 0.01% |
| 6 | Hill City Capital, LP | 1.0M | $342.1M | 0.0% | 3.362% | 12.22% |
| 7 | FMR LLC | 960K | $325.2M | +6.6% | 3.196% | 0.02% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 830K | $281.4M | +14.2% | 2.765% | 0.02% |
| 9 | FIRST TRUST ADVISORS LP | 799K | $270.6M | +27.8% | 2.659% | 0.19% |
| 10 | DIMENSIONAL FUND ADVISORS LP | 575K | $194.9M | -5.1% | 1.915% | 0.04% |
| 11 | NORDEA INVESTMENT MANAGEMENT AB | 478K | $157.8M | +17.8% | 1.591% | 0.15% |
| 12 | BANK OF AMERICA CORP /DE/ | 446K | $151.1M | +6.1% | 1.485% | 0.01% |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 419K | $142.1M | +0.6% | 1.396% | 0.02% |
| 14 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 396K | $134.3M | +19.9% | 1.319% | 0.07% |
| 15 | Invesco Ltd. | 379K | $128.4M | +183.5% | 1.262% | 0.02% |
| 16 | NORTHERN TRUST CORP | 367K | $124.3M | +5.3% | 1.222% | 0.02% |
| 17 | Alyeska Investment Group, L.P. | 354K | $120.0M | +92.4% | 1.179% | 0.34% |
| 18 | MORGAN STANLEY | 347K | $117.7M | +14.6% | 1.157% | 0.01% |
| 19 | VOYA INVESTMENT MANAGEMENT LLC | 340K | $115.1M | +55.8% | 1.131% | 0.12% |
| 20 | GOLDMAN SACHS GROUP INC | 315K | $106.6M | +69.9% | 1.048% | 0.01% |
| 21 | PRINCIPAL FINANCIAL GROUP INC | 279K | $94.4M | -21.9% | 0.927% | 0.05% |
| 22 | REAVES W H & CO INC | 248K | $84.1M | +73.3% | 0.826% | 1.40% |
| 23 | RAYMOND JAMES FINANCIAL INC | 252K | $83.4M | +16.6% | 0.838% | 0.03% |
| 24 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 227K | $76.8M | +7.1% | 0.755% | 0.10% |
| 25 | Nuveen, LLC | 209K | $70.9M | -9.1% | 0.697% | 0.02% |
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 Q1 2026, grouped by how each filer changed its position.
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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 504 | +4.8% | 64.50% | 8.45 pp | $9.08B | 12% |
| Q4 2025 | 481 | +20% | 72.95% | +15.49 pp | $10.27B | +27% |
| Q3 2025 | 400 | +0.0% | 57.46% | +10.76 pp | $8.09B | +23% |
| Q2 2025 | 400 | +18% | 46.70% | +16.54 pp | $6.58B | +55% |
| Q1 2025 | 338 | 0.3% | 30.16% | 4.27 pp | $4.25B | 12% |
| Q4 2024 | 339 | 2.0% | 34.43% | 2.98 pp | $4.85B | 8.0% |
| Q3 2024 | 346 | +8.1% | 37.41% | 35.47 pp | $5.27B | 49% |
| Q2 2024 | 320 | — | 72.88% | — | $10.26B | — |
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 Q1 2026 13F filings, institutional ownership of Dycom Industries, Inc. stands at 64.5%, held across 504 reporting institutions.
PECONIC PARTNERS LLC is the largest reported institutional holder of DY, with approximately 4,113,320 shares worth $1.39B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of DY.
Our composite Smart Money Score for DY is 29 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
103 institutions opened new positions in DY during Q1 2026, while 80 fully exited. 256 added to existing positions and 142 trimmed.
DY institutional ownership fell by 8.45 percentage points quarter-over-quarter, with a net change of +23 holders.
The top 10 institutions account for 59.1% of all reported 13F value in DY, and the top 25 account for 77.9%.
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