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DY — DYCOM INDS INC

Reported value held$5.88B
Funds holding (latest)47
SectorIndustrials
Funds holding (Q2 2026)38
Institutional value$4.90B · 9.76M sh
New / Add / Cut / Exit4 / 12 / 22 / 3
Top-5 / Top-10 concentration59.0% / 77.5%
Institutional holdings change Reducing -12.1% (-1.34M sh)
Institutional value change Up +34.8%

As of Q2 2026, 38 SEC-registered investment managers reported holding DY (DYCOM INDS INC) in their latest 13F filings, with a combined reported value of $4.90B across 9.76M shares. That is -12.1% by share count (-1.34M shares) versus the previous quarter, while reported value moved +34.8%. Ownership is concentrated: the five largest holders account for 59.0% of reported value and the top ten for 77.5%.

Compared with the prior quarter, 4 opened new positions, 12 added to existing stakes, 22 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

DY is classified in the Industrials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
BlackRock Inc history Q2 2026 2.99M $1.51B 0.02% Reduce
Vanguard Group history Q4 2025 2.74M $925.75M 0.01% Reduce
Fidelity Management & Research (FMR) history Q2 2026 936.41K $473.44M 0.02% Reduce
Geode Capital Management history Q2 2026 660.73K $334.13M 0.02% Reduce
Millennium Management history Q2 2026 594.32K $300.48M 0.12% Reduce
Bank of America Corp history Q2 2026 534.37K $270.17M 0.02% Add
Invesco Ltd history Q2 2026 412.02K $208.31M 0.02% Add
Arrowstreet Capital history Q2 2026 409.14K $206.86M 0.09% Add
Charles Schwab Investment Management history Q2 2026 346.90K $175.39M 0.02% Reduce
Morgan Stanley history Q2 2026 340.45K $172.13M 0.01% Reduce
Norges Bank Investment Management history Q2 2026 283.06K $143.11M 0.01% Add
Citadel Advisors history Q2 2026 265.38K $134.17M 0.02% Add
Northern Trust Corp history Q2 2026 256.64K $129.75M 0.01% Reduce
Principal Global Investors history Q2 2026 233.69K $118.15M 0.06% Reduce
JPMorgan Chase & Co history Q2 2026 218.83K $111.59M 0.01% New
UBS Group AG history Q2 2026 219.74K $111.10M 0.01% Add
Goldman Sachs Group history Q2 2026 208.07K $105.20M 0.01% Reduce
Point72 Asset Management history Q2 2026 192.87K $97.51M 0.11% Add
BNY Mellon history Q2 2026 178.44K $90.22M 0.01% Reduce
Wells Fargo & Co history Q2 2026 85.14K $43.05M 0.01% Add

View all 47 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 4.75M 4.74M 4.39M 4.54M 4.49M 3.71M 3.86M 2.99M
Fidelity Management & Research (FMR) 2.27M 941.20K 872.84K 792.20K 725.20K 704.49K 647.03K 654.99K 674.83K 510.50K 569.32K 754.80K 772.67K 295.27K 107.44K 329.69K 885.49K 900.25K 959.78K 936.41K
Geode Capital Management 505.65K 522.01K 517.52K 497.11K 504.36K 523.44K 544.00K 557.32K 579.14K 608.30K 626.07K 641.77K 650.88K 659.19K 673.66K 671.62K 673.25K 727.24K 830.48K 660.73K
Millennium Management 544.04K 224.44K 255.12K 297.70K 354.31K 883.49K 433.20K 1.17M 1.31M 1.38M 1.53M 1.63M 1.52M 1.44M 1.48M 1.10M 1.32M 973.18K 806.37K 594.32K
Bank of America Corp 141.01K 187.60K 187.28K 177.46K 169.31K 212.14K 211.92K 152.69K 142.36K 288.70K 320.08K 361.76K 306.54K 266.49K 293.40K 307.55K 354.23K 420.27K 445.83K 534.37K
Invesco Ltd 103.44K 57.58K 77.61K 79.69K 168.89K 187.89K 100.55K 114.49K 122.81K 121.89K 132.07K 142.80K 257.28K 305.32K 212.24K 227.13K 247.04K 133.70K 379.03K 412.02K
Arrowstreet Capital — — — — — — 8.97K — — — 13.62K 15.47K 29.74K 18.68K — 141.87K 246.11K 330.52K 396.24K 409.14K
Charles Schwab Investment Management 373.46K 374.22K 388.63K 403.71K 398.77K 391.82K 401.51K 388.15K 400.91K 418.97K 417.39K 416.97K 417.85K 410.40K 392.49K 382.66K 458.67K 417.03K 419.37K 346.90K
Morgan Stanley 94.19K 152.74K 110.55K 158.49K 145.39K 182.49K 307.34K 264.90K 260.22K 279.56K 305.93K 376.86K 342.18K 327.03K 393.19K 385.18K 363.64K 303.11K 347.44K 340.45K
Norges Bank Investment Management — — — — — 338.10K — — — 292.64K — 323.11K — 320.59K — 19.67K — 57.22K — 283.06K
Citadel Advisors 101.07K 108.30K 264.42K 220.73K 426.94K 827.45K 254.46K 45.67K 233.15K 65.90K 114.18K 97.02K 105.82K 137.02K 102.69K 206.31K 111.85K 28.40K 115.67K 265.38K
Northern Trust Corp 440.91K 504.83K 494.84K 476.62K 469.29K 466.83K 330.20K 318.74K 317.43K 315.89K 310.26K 297.36K 294.91K 320.48K 316.46K 308.84K 309.09K 348.64K 366.95K 256.64K
Principal Global Investors 781.45K 774.74K 846.63K 1.10M 1.06M 1.04M 1.14M 1.10M 1.04M 986.61K 802.03K 638.68K 666.05K 630.49K 609.41K 551.93K 478.83K 356.80K 278.53K 233.69K
JPMorgan Chase & Co 45.52K 46.56K 49.55K 64.22K 62.08K 65.43K 24.38K 82.53K 59.95K 57.31K 35.82K 48.46K 80.32K 176.57K 121.78K 131.31K 128.59K 141.97K — 218.83K
UBS Group AG 1.56K 2.72K 1.63K 1.33K 3.99K 2.66K 49.68K 53.58K 44.54K 49.00K 52.29K 61.55K 76.01K 97.84K 135.36K 136.74K 144.88K 173.43K 163.19K 219.74K
Goldman Sachs Group 734.27K 710.75K 606.14K 443.35K 331.70K 384.05K 299.97K 190.21K 153.58K 130.14K 111.58K 152.33K 172.61K 361.71K 163.59K 129.58K 172.55K 185.30K 314.76K 208.07K
Point72 Asset Management 357.10K — — — 320.70K — — — — — 33.20K — 62.02K 224.28K 454.44K 44.21K 18.60K 275.04K 153.45K 192.87K
BNY Mellon 643.12K 623.96K 625.04K 575.48K 572.96K 558.19K 412.58K 415.99K 359.87K 337.75K 229.25K 230.22K 208.26K 200.62K 190.73K 185.30K 193.59K 196.06K 200.77K 178.44K
Wells Fargo & Co 83.89K 86.17K 70.22K 48.05K 60.44K 59.98K 45.60K 58.06K 130.47K 133.16K 136.41K 129.20K 128.96K 141.49K 134.78K 138.73K 144.85K 158.93K 77.79K 85.14K
Marshall Wace 7.56K 80.38K 106.89K 59.78K 64.81K — 120.08K 166.14K 165.57K — 2.47K — — 7.55K 128.14K 1.10K 5.01K 1.85K — 43.49K

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