Dycom IndustriesDY
13F holders, Q2 2026 (June 30)621holders +103
151new positions
50sold out
8famous investors
$505.11avg. 13F price*
At the end of Q2 2026, 621 institutions reported holding Dycom Industries Inc. (DY) in their 13F filings, up 103 from Q1 2026. 151 opened new positions and 50 sold out. The largest holders were Peconic Partners LLC ($2.2B), BlackRock, Inc. ($1.5B) and Vanguard Capital Management LLC ($684.1M). 8 famous investors held it, including Israel Englander (0.2% of Millennium Management's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Dycom Industries Inc.
- CUSIP
- 267475101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 151 | $554.8M |
| Exits | 50 | $113.5M |
All 13F filers, Q1 2026 → Q2 2026: 3,297,228 shares bought and 4,102,820 shares sold, net −805,592 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 621 holders
| Peconic Partners LLC | 29.87% | Add +8.0% | 4,443,320 | $2.2B |
| BlackRock, Inc. | 0.02% | Reduce -22.5% | 2,993,578 | $1.5B |
| Vanguard Capital Management LLC | 0.01% | Add +4.9% | 1,353,000 | $684.1M |
| Vanguard Portfolio Management LLC | 0.03% | Reduce -4.4% | 1,277,931 | $646.1M |
| Hill City Capital, LP | 11.92% | No change | 1,009,784 | $510.5M |
| FMR LLC | 0.02% | Reduce -2.4% | 936,407 | $473.4M |
| State Street Corp. | 0.01% | Reduce -13.1% | 935,699 | $473.1M |
| First Trust Advisors LP | 0.27% | Add +13.8% | 908,588 | $459.4M |
| Geode Capital Management, LLC | 0.02% | Reduce -20.4% | 660,733 | $334.1M |
| Millennium Management | 0.21% | Reduce -26.3% | 593,715 | $300.2M |
| Bank of America Corp. | 0.02% | Add +19.9% | 534,374 | $270.2M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -16.8% | 478,612 | $242.0M |
| Invesco Ltd. | 0.02% | Add +8.7% | 412,022 | $208.3M |
| Arrowstreet Capital, Limited Partnership | 0.09% | Add +3.3% | 409,139 | $206.9M |
| Raymond James Financial Inc. | 0.05% | Add +53.0% | 384,716 | $194.5M |
| Nordea Investment Management AB | 0.16% | Reduce -20.4% | 380,637 | $194.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -17.3% | 346,896 | $175.4M |
| Morgan Stanley | 0.01% | Reduce -2.0% | 340,447 | $172.1M |
| Norges Bank | 0.01% | — | 283,056 | $143.1M |
| Alyeska Investment Group, L.P. | 0.36% | Reduce -20.8% | 280,486 | $141.8M |
| Voya Investment Management LLC | 0.14% | Reduce -19.5% | 273,526 | $138.3M |
| Reaves W H & Co. Inc. | 2.02% | Add +6.1% | 263,260 | $133.1M |
| Northern Trust Corp. | 0.02% | Reduce -30.1% | 256,640 | $129.8M |
| Principal Financial Group Inc. | 0.06% | Reduce -16.1% | 233,685 | $118.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.14% | Add +2.0% | 231,284 | $116.9M |
| Jane Street Group, LLC | 0.07% | Add +13588.3% | 225,036 | $113.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -31.6% | 218,833 | $111.6M |
| UBS Group AG | 0.02% | Add +34.6% | 219,737 | $111.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -33.9% | 208,070 | $105.2M |
| Vanguard Fiduciary Trust Co. | 0.02% | Reduce -7.2% | 191,668 | $96.9M |
| Point72 Asset Management | 0.14% | Add +36.1% | 178,570 | $90.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -11.1% | 178,438 | $90.2M |
| Driehaus Capital Management LLC | 0.51% | Add +25.6% | 172,486 | $87.2M |
| Los Angeles Capital Management LLC | 0.31% | Add +32426.3% | 164,583 | $83.2M |
| Fuller & Thaler Asset Management, Inc. | 0.21% | New | 155,711 | $78.7M |
| Citadel Advisors | 0.05% | Add +105.9% | 153,980 | $77.9M |
| Squarepoint Ops LLC | 0.15% | Add +244.5% | 152,596 | $77.2M |
| Hennessy Advisors Inc. | 2.32% | No change | 143,600 | $72.6M |
| Westfield Capital Management Co. LP | 0.23% | New | 141,978 | $71.8M |
| Neumeier Poma Investment Counsel LLC | 4.18% | Reduce -9.9% | 120,636 | $61.0M |
| Bornite Capital Management LP | 6.76% | Add +1.0% | 106,260 | $53.7M |
| Susquehanna International Group, LLP | 0.05% | Add +297.6% | 100,514 | $50.8M |
| Nomura Asset Management International Inc. | 0.08% | Add +22.1% | 99,178 | $50.1M |
| LMR Partners LLP | 0.42% | New | 93,598 | $47.3M |
| HRT Financial LP | 0.08% | New | 88,975 | $45.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +36.4% | 87,046 | $44.0M |
| BNP Paribas Financial Markets | 0.02% | Add +15.4% | 83,968 | $42.5M |
| Rhumbline Advisers | 0.03% | Reduce -11.1% | 81,282 | $41.1M |
| Cartenna Capital, LP | 1.50% | New | 80,000 | $40.4M |
| American Century Companies Inc. | 0.02% | Reduce -28.5% | 77,335 | $39.1M |
| Nuveen, LLC | 0.01% | Reduce -63.9% | 75,505 | $38.2M |
| Wells Fargo & Company | 0.01% | Reduce -6.0% | 73,140 | $37.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -55.9% | 72,821 | $36.8M |
| Shellback Capital, LP | 3.22% | New | 72,663 | $36.7M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -81.1% | 70,807 | $35.8M |
| Jain Global LLC | 0.44% | Add +2250.9% | 68,129 | $34.4M |
| Freestone Grove Partners LP | 0.21% | Reduce -60.5% | 64,662 | $32.7M |
| ExodusPoint Capital Management, LP | 0.29% | Add +180.6% | 61,002 | $30.8M |
| Swiss National Bank | 0.02% | Add +1.6% | 60,220 | $30.4M |
| 12th Street Asset Management Company, LLC | 3.97% | Reduce -19.5% | 55,105 | $27.9M |
| Natixis | 0.13% | Add +2794.8% | 53,061 | $26.8M |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 1.18% | Add +44.4% | 52,000 | $26.3M |
| California Public Employees Retirement System | 0.01% | Add +3.4% | 50,207 | $25.4M |
| Pinnacle Associates Ltd. | 0.28% | Reduce -3.3% | 50,115 | $25.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.05% | Add +286.8% | 49,454 | $25.0M |
| Sei Investments Co. | 0.02% | Add +43.5% | 49,150 | $24.8M |
| Tidal Investments LLC | 0.06% | Add +25.2% | 48,093 | $24.3M |
| William Blair Investment Management, LLC | 0.07% | Reduce -4.1% | 47,269 | $23.9M |
| Glenmede Trust Co. NA | 0.10% | Reduce -4.7% | 43,500 | $22.0M |
| Marshall Wace, LLP | 0.02% | New | 43,486 | $22.0M |
| Wilson Asset Management (international) PTY Ltd. | 5.77% | Add +84.3% | 41,537 | $21.0M |
| Renaissance Technologies | 0.03% | Add +12.8% | 40,880 | $20.7M |
| WCM Investment Management, LLC | 0.04% | Reduce -3.0% | 40,321 | $20.4M |
| Legal & General Group Plc | 0.00% | Reduce -5.9% | 39,848 | $20.1M |
| Jupiter Topco LLC | 0.01% | — | 39,537 | $20.0M |
| Shannon River Fund Management LLC | 1.78% | New | 39,473 | $20.0M |
| Applied Fundamental Research, LLC | 22.68% | Add +8.4% | 37,923 | $19.2M |
| Impax Asset Management Group plc | 0.12% | Add +25.8% | 37,737 | $19.1M |
| AQR Capital Management | 0.01% | Reduce -7.8% | 36,555 | $18.5M |
| STRS Ohio | 0.07% | Add +170.5% | 35,436 | $17.9M |
| Dana Investment Advisors, Inc. | 0.46% | Reduce -13.4% | 34,905 | $17.6M |
| California State Teachers Retirement System | 0.02% | Add +2.9% | 34,839 | $17.6M |
| LPL Financial LLC | 0.00% | Add +5.9% | 33,229 | $16.8M |
| First Washington CORP | 4.06% | Reduce -1.1% | 32,989 | $16.7M |
| Advisors Asset Management, Inc. | 0.25% | Add +4.5% | 31,944 | $16.2M |
| Retirement Systems of Alabama | 0.05% | Reduce -15.5% | 31,048 | $15.7M |
| New York State Teachers Retirement System | 0.03% | Reduce -14.5% | 29,709 | $15.0M |
| Jump Financial, LLC | 0.14% | Add +708.4% | 29,071 | $14.7M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | Add +9.3% | 28,865 | $14.6M |
| Hillsdale Investment Management Inc. | 0.33% | Add +8.8% | 28,275 | $14.3M |
| Tortoise Capital Advisors, L.L.C. | 0.14% | Add +120.6% | 28,152 | $14.2M |
| Callahan Advisors, LLC | 1.07% | Reduce -0.0% | 28,125 | $14.2M |
| First Eagle Investment Management, LLC | 0.02% | Reduce -10.7% | 28,037 | $14.2M |
| Weiss Asset Management LP | 0.24% | New | 28,012 | $14.2M |
| Russell Investments Group, Ltd. | 0.01% | Add +6.4% | 27,481 | $13.9M |
| Aristotle Capital Boston, LLC | 0.93% | Reduce -17.1% | 27,361 | $13.8M |
| Peregrine Capital Management LLC | 0.45% | Reduce -5.8% | 27,250 | $13.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +26.1% | 27,201 | $13.8M |
| Allianz Asset Management GmbH | 0.01% | Add +10.9% | 26,969 | $13.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -37.3% | 39,928 | $13.5M |
"% of holder's portfolio" is DY's weight in each manager's 13F, not the share of Dycom Industries Inc. the manager owns.