Dycom IndustriesDY
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 347 institutions reported holding Dycom Industries Inc. (DY) in their 13F filings, up 1 from Q4 2024. 51 opened new positions and 50 sold out. The largest holders were BlackRock, Inc. ($669.0M), Peconic Partners LLC ($565.5M) and Vanguard Group Inc. ($471.4M). 7 famous investors held it, including Israel Englander (0.2% of Millennium Management's portfolio), Steve Cohen (0.2% of Point72 Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Dycom Industries Inc.
- CUSIP
- 267475101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $145.2M |
| Exits | 50 | $150.2M |
All 13F filers, Q4 2024 → Q1 2025: 3,117,938 shares bought and 3,202,910 shares sold, net −84,972 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 347 holders
| BlackRock, Inc. | 0.01% | Reduce -7.3% | 4,391,519 | $669.0M |
| Peconic Partners LLC | 28.88% | Add +1.6% | 3,712,239 | $565.5M |
| Vanguard Group Inc. | 0.01% | Reduce -1.7% | 3,094,718 | $471.4M |
| Millennium Management | 0.23% | Add +3.2% | 1,481,394 | $225.7M |
| State Street Corp. | 0.01% | Reduce -4.0% | 1,130,891 | $172.3M |
| Hill City Capital, LP | 11.00% | Add +14.1% | 969,784 | $147.7M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -5.2% | 686,237 | $104.5M |
| Geode Capital Management, LLC | 0.01% | Add +2.2% | 673,661 | $102.6M |
| First Trust Advisors LP | 0.09% | Add +28.1% | 636,158 | $96.9M |
| Principal Financial Group Inc. | 0.05% | Reduce -3.3% | 609,410 | $92.8M |
| Point72 Asset Management | 0.20% | Add +102.6% | 454,437 | $69.2M |
| Assenagon Asset Management S.A. | 0.11% | Add +327.1% | 399,226 | $60.8M |
| Morgan Stanley | 0.00% | Add +20.2% | 393,192 | $59.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -4.4% | 392,487 | $59.8M |
| ACK Asset Management LLC | 9.58% | Reduce -14.1% | 382,800 | $58.3M |
| Northern Trust Corp. | 0.01% | Reduce -1.3% | 316,457 | $48.2M |
| Bank of America Corp. | 0.00% | Add +10.1% | 293,398 | $44.7M |
| SG Capital Management LLC | 4.25% | New | 277,391 | $42.3M |
| Hennessy Advisors Inc. | 1.33% | Reduce -8.9% | 262,900 | $40.1M |
| Aristotle Capital Boston, LLC | 1.97% | Reduce -18.7% | 258,610 | $39.4M |
| Freestone Grove Partners LP | 0.39% | New | 247,959 | $37.8M |
| Invesco Ltd. | 0.01% | Reduce -30.5% | 212,236 | $32.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.07% | Reduce -3.5% | 210,374 | $32.0M |
| Raymond James Financial Inc. | 0.01% | Reduce -10.9% | 198,695 | $30.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.9% | 190,727 | $29.1M |
| Appian Way Asset Management LP | 6.84% | Add +108.1% | 189,685 | $28.9M |
| Southernsun Asset Management, LLC | 3.96% | Reduce -19.4% | 179,692 | $27.4M |
| Franklin Resources Inc. | 0.01% | Add +0.7% | 177,814 | $27.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -54.8% | 163,594 | $24.9M |
| Neumeier Poma Investment Counsel LLC | 2.66% | Reduce -34.4% | 162,597 | $24.8M |
| Ameriprise Financial Inc. | 0.01% | Add +68.1% | 159,823 | $24.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.1% | 150,435 | $22.9M |
| Voya Investment Management LLC | 0.03% | Add +1432.2% | 144,883 | $22.1M |
| Reaves W H & Co. Inc. | 0.55% | Add +20.2% | 141,108 | $21.5M |
| Nuveen, LLC | 0.01% | — | 140,808 | $21.5M |
| UBS Group AG | 0.00% | Add +38.4% | 135,362 | $20.6M |
| Wells Fargo & Company | 0.01% | Reduce -4.7% | 134,778 | $20.5M |
| Squarepoint Ops LLC | 0.05% | Add +293.2% | 132,442 | $20.2M |
| Marshall Wace, LLP | 0.03% | Add +1597.0% | 128,139 | $19.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -31.0% | 121,781 | $18.6M |
| Glenmede Trust Co. NA | 0.09% | Reduce -3.2% | 114,839 | $17.5M |
| J. Goldman & Co LP | 0.59% | Add +20.2% | 108,490 | $16.5M |
| Interval Partners, LP | 0.58% | Reduce -0.4% | 107,894 | $16.4M |
| Penn Capital Management Company, LLC | 1.60% | Add +45.9% | 107,459 | $16.4M |
| FMR LLC | 0.00% | Reduce -63.6% | 107,436 | $16.4M |
| Capstone Investment Advisors, LLC | 0.18% | New | 102,198 | $15.6M |
| Public Sector Pension Investment Board | 0.06% | Add +27.7% | 92,567 | $14.1M |
| D. E. Shaw & Co. | 0.02% | Add +62.5% | 91,423 | $13.9M |
| Legal & General Group Plc | 0.00% | Add +0.8% | 82,225 | $12.5M |
| Rhumbline Advisers | 0.01% | Reduce -0.3% | 81,187 | $12.4M |
| New York State Common Retirement Fund | 0.02% | Add +30.9% | 81,052 | $12.3M |
| Portolan Capital Management, LLC | 0.94% | Add +248.4% | 81,002 | $12.3M |
| ARS Investment Partners, LLC | 1.08% | Reduce -0.1% | 68,471 | $11.9M |
| Applied Fundamental Research, LLC | 9.64% | Add +48.0% | 75,526 | $11.5M |
| Jane Street Group, LLC | 0.02% | Add +195.1% | 73,115 | $11.1M |
| Schonfeld Strategic Advisors LLC | 0.07% | Add +15.0% | 71,732 | $10.9M |
| Sei Investments Co. | 0.01% | Reduce -7.4% | 70,956 | $10.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +7.7% | 69,726 | $10.6M |
| First Eagle Investment Management, LLC | 0.02% | New | 63,002 | $9.6M |
| Pinnacle Associates Ltd. | 0.13% | Reduce -2.6% | 58,648 | $8.9M |
| Jacobs Levy Equity Management, Inc. | 0.03% | Add +60.1% | 57,532 | $8.8M |
| Peregrine Capital Management LLC | 0.29% | Add +3.3% | 57,082 | $8.7M |
| SIR Capital Management, L.P. | 0.76% | Add +174.2% | 56,977 | $8.7M |
| Man Group plc | 0.03% | Add +164.2% | 56,717 | $8.6M |
| Swiss National Bank | 0.01% | Reduce -1.2% | 56,500 | $8.6M |
| Two Sigma Investments, LP | 0.02% | Add +486.9% | 55,412 | $8.4M |
| Dana Investment Advisors, Inc. | 0.30% | Reduce -2.5% | 54,045 | $8.2M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.22% | Add +0.5% | 50,220 | $7.7M |
| Qube Research & Technologies Ltd | 0.01% | Add +305.6% | 46,886 | $7.1M |
| Barclays PLC | 0.00% | Reduce -19.3% | 45,955 | $7.0M |
| Citigroup Inc. | 0.01% | Add +2.2% | 45,830 | $7.0M |
| Advisors Asset Management, Inc. | 0.13% | Add +4.6% | 43,680 | $6.7M |
| Impax Asset Management Group plc | 0.04% | No change | 43,000 | $6.6M |
| Canada Pension Plan Investment Board | 0.01% | Reduce -3.9% | 42,400 | $6.5M |
| Susquehanna International Group, LLP | 0.01% | Add +218.7% | 41,492 | $6.3M |
| New York State Teachers Retirement System | 0.01% | Reduce -6.3% | 37,463 | $5.7M |
| Jefferies Financial Group Inc. | 0.10% | New | 36,799 | $5.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -14.0% | 36,555 | $5.6M |
| Atom Investors LP | 0.67% | New | 35,952 | $5.5M |
| Callahan Advisors, LLC | 0.52% | Add +14.2% | 35,926 | $5.5M |
| Citadel Advisors | 0.01% | Add +29.2% | 35,694 | $5.4M |
| Intech Investment Management LLC | 0.06% | Add +163.4% | 35,257 | $5.4M |
| American Century Companies Inc. | 0.00% | Reduce -1.3% | 35,111 | $5.3M |
| First Washington CORP | 1.81% | No change | 33,811 | $5.2M |
| Trexquant Investment LP | 0.06% | New | 31,399 | $4.8M |
| Asset Management One Co., Ltd. | 0.02% | Add +0.0% | 30,646 | $4.7M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -8.3% | 28,614 | $4.4M |
| Prudential Financial Inc. | 0.01% | Reduce -51.9% | 28,615 | $4.4M |
| Janus Henderson Group PLC | 0.00% | Add +101.3% | 27,321 | $4.2M |
| Two Sigma Advisers, LP | 0.01% | New | 27,200 | $4.1M |
| 12th Street Asset Management Company, LLC | 0.71% | New | 27,199 | $4.1M |
| California State Teachers Retirement System | 0.01% | Reduce -1.1% | 26,867 | $4.1M |
| South Dakota Investment Council | 0.08% | No change | 26,032 | $4.0M |
| Aberdeen Group plc | 0.01% | Add +5.3% | 25,900 | $3.9M |
| EFG Asset Management (North America) Corp. | 0.64% | Reduce -0.3% | 25,192 | $3.8M |
| Russell Investments Group, Ltd. | 0.01% | Add +13.7% | 24,012 | $3.7M |
| Deutsche Bank AG | 0.00% | Reduce -9.1% | 22,981 | $3.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -4.7% | 21,430 | $3.3M |
| State of Alaska, Department of Revenue | 0.04% | Reduce -1.6% | 21,167 | $3.2M |
| Rice Hall James & Associates, LLC | 0.18% | Add +21.9% | 19,847 | $3.0M |
"% of holder's portfolio" is DY's weight in each manager's 13F, not the share of Dycom Industries Inc. the manager owns.