Dycom IndustriesDY
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 405 institutions reported holding Dycom Industries Inc. (DY) in their 13F filings, up 58 from Q1 2025. 88 opened new positions and 29 sold out. The largest holders were BlackRock, Inc. ($1.1B), Peconic Partners LLC ($933.0M) and Vanguard Group Inc. ($741.7M). 9 famous investors held it, including Israel Englander (0.2% of Millennium Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Dycom Industries Inc.
- CUSIP
- 267475101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 88 | $179.1M |
| Exits | 29 | $60.1M |
All 13F filers, Q1 2025 → Q2 2025: 2,093,294 shares bought and 3,224,662 shares sold, net −1,131,368 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 405 holders
| BlackRock, Inc. | 0.02% | Add +3.5% | 4,544,089 | $1.1B |
| Peconic Partners LLC | 29.91% | Add +2.8% | 3,817,825 | $933.0M |
| Vanguard Group Inc. | 0.01% | Reduce -1.9% | 3,035,076 | $741.7M |
| Millennium Management | 0.25% | Reduce -26.1% | 1,095,359 | $267.7M |
| State Street Corp. | 0.01% | Reduce -3.4% | 1,091,949 | $266.9M |
| Hill City Capital, LP | 13.28% | Add +4.1% | 1,009,784 | $246.8M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.3% | 671,616 | $164.2M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -11.2% | 609,209 | $148.9M |
| First Trust Advisors LP | 0.11% | Reduce -11.0% | 566,393 | $138.4M |
| Principal Financial Group Inc. | 0.07% | Reduce -9.4% | 551,932 | $134.9M |
| Morgan Stanley | 0.01% | Reduce -2.0% | 385,180 | $94.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -2.5% | 382,656 | $93.5M |
| FMR LLC | 0.00% | Add +206.9% | 329,689 | $80.6M |
| Freestone Grove Partners LP | 0.60% | Add +31.8% | 326,875 | $79.9M |
| Northern Trust Corp. | 0.01% | Reduce -2.4% | 308,836 | $75.5M |
| Bank of America Corp. | 0.01% | Add +4.8% | 307,545 | $75.2M |
| Aristotle Capital Boston, LLC | 2.98% | Reduce -7.3% | 239,662 | $58.6M |
| Hennessy Advisors Inc. | 1.93% | Reduce -10.0% | 236,700 | $57.8M |
| Invesco Ltd. | 0.01% | Add +7.0% | 227,127 | $55.5M |
| ACK Asset Management LLC | 7.21% | Reduce -41.3% | 224,700 | $54.9M |
| Franklin Resources Inc. | 0.01% | Add +19.9% | 213,137 | $52.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.10% | Reduce -1.9% | 206,411 | $50.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.8% | 185,304 | $45.3M |
| Raymond James Financial Inc. | 0.02% | Reduce -6.8% | 185,236 | $45.3M |
| Nuveen, LLC | 0.01% | Add +30.6% | 183,965 | $45.0M |
| Assenagon Asset Management S.A. | 0.07% | Reduce -56.8% | 172,368 | $42.1M |
| Neumeier Poma Investment Counsel LLC | 3.69% | Reduce -0.4% | 161,874 | $39.6M |
| D. E. Shaw & Co. | 0.04% | Add +74.2% | 159,213 | $38.9M |
| Citadel Advisors | 0.03% | Add +334.8% | 155,211 | $37.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.7% | 151,527 | $37.0M |
| Arrowstreet Capital, Limited Partnership | 0.02% | New | 141,866 | $34.7M |
| Wells Fargo & Company | 0.01% | Add +2.9% | 138,727 | $33.9M |
| UBS Group AG | 0.01% | Add +1.0% | 136,736 | $33.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -16.3% | 133,787 | $32.7M |
| JPMorgan Chase & Co. | 0.00% | Add +7.8% | 131,312 | $32.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -20.8% | 129,580 | $31.7M |
| Voya Investment Management LLC | 0.03% | Reduce -14.9% | 123,341 | $30.1M |
| Reaves W H & Co. Inc. | 0.66% | Reduce -13.8% | 121,665 | $29.7M |
| SG Capital Management LLC | 2.21% | Reduce -61.6% | 106,521 | $26.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +41.8% | 98,882 | $24.2M |
| Public Sector Pension Investment Board | 0.10% | Add +6.0% | 98,096 | $24.0M |
| Penn Capital Management Company, LLC | 1.97% | Reduce -13.3% | 93,141 | $22.8M |
| Capstone Investment Advisors, LLC | 0.23% | Reduce -12.0% | 89,898 | $22.0M |
| Canada Pension Plan Investment Board | 0.02% | Add +97.6% | 83,800 | $20.5M |
| Rhumbline Advisers | 0.02% | Add +2.0% | 82,808 | $20.2M |
| Legal & General Group Plc | 0.01% | Add +0.0% | 82,260 | $20.1M |
| Sei Investments Co. | 0.02% | Add +14.6% | 81,330 | $19.9M |
| Glenmede Investment Management, LP | 0.10% | — | 79,011 | $19.3M |
| Barclays PLC | 0.01% | Add +62.8% | 74,816 | $18.3M |
| Southernsun Asset Management, LLC | 2.56% | Reduce -58.5% | 74,662 | $18.2M |
| New York State Common Retirement Fund | 0.02% | Reduce -12.3% | 71,097 | $17.4M |
| Deutsche Bank AG | 0.01% | Add +208.6% | 70,928 | $17.3M |
| Intech Investment Management LLC | 0.16% | Add +94.8% | 68,689 | $16.8M |
| Applied Fundamental Research, LLC | 14.67% | Reduce -10.3% | 67,746 | $16.6M |
| Jane Street Group, LLC | 0.03% | Reduce -11.2% | 64,902 | $15.9M |
| Man Group plc | 0.03% | Add +12.3% | 63,713 | $15.6M |
| First Eagle Investment Management, LLC | 0.03% | Reduce -0.9% | 62,455 | $15.3M |
| Driehaus Capital Management LLC | 0.12% | New | 61,731 | $15.1M |
| American Century Companies Inc. | 0.01% | Add +75.8% | 61,727 | $15.1M |
| Pinnacle Associates Ltd. | 0.20% | Reduce -2.4% | 57,241 | $14.0M |
| Interval Partners, LP | 0.31% | Reduce -48.3% | 55,825 | $13.6M |
| Swiss National Bank | 0.01% | Reduce -2.1% | 55,300 | $13.5M |
| Dana Investment Advisors, Inc. | 0.43% | Reduce -1.5% | 53,221 | $13.0M |
| Peregrine Capital Management LLC | 0.38% | Reduce -8.5% | 52,252 | $12.8M |
| Qube Research & Technologies Ltd | 0.02% | Add +4.1% | 48,829 | $11.9M |
| 12th Street Asset Management Company, LLC | 1.90% | Add +66.0% | 45,161 | $11.0M |
| Algert Global LLC | 0.23% | Add +994.0% | 44,963 | $11.0M |
| M&G PLC | 0.06% | New | 44,746 | $10.9M |
| Renaissance Technologies | 0.01% | New | 44,300 | $10.8M |
| Point72 Asset Management | 0.03% | Reduce -90.3% | 44,206 | $10.8M |
| Impax Asset Management Group plc | 0.06% | No change | 43,000 | $10.5M |
| Schonfeld Strategic Advisors LLC | 0.08% | Reduce -41.0% | 42,336 | $10.3M |
| BNP Paribas Financial Markets | 0.01% | Add +481.1% | 41,294 | $10.1M |
| HRT Financial LP | 0.04% | New | 41,124 | $10.1M |
| Advisors Asset Management, Inc. | 0.17% | Reduce -8.8% | 39,835 | $9.7M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.27% | Reduce -22.7% | 38,820 | $9.5M |
| Citigroup Inc. | 0.01% | Reduce -16.3% | 38,374 | $9.4M |
| SIR Capital Management, L.P. | 0.82% | Reduce -33.7% | 37,777 | $9.2M |
| New York State Teachers Retirement System | 0.02% | Reduce -0.3% | 37,363 | $9.1M |
| AQR Capital Management | 0.01% | Add +97.7% | 37,356 | $9.1M |
| Twinbeech Capital LP | 0.21% | New | 37,355 | $9.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.1% | 36,170 | $8.8M |
| Callahan Advisors, LLC | 0.77% | Reduce -3.0% | 34,861 | $8.5M |
| Susquehanna International Group, LLP | 0.01% | Reduce -16.8% | 34,522 | $8.4M |
| First Washington CORP | 2.66% | No change | 33,811 | $8.3M |
| Trexquant Investment LP | 0.09% | Add +2.3% | 32,107 | $7.8M |
| Polar Asset Management Partners Inc. | 0.26% | New | 31,591 | $7.7M |
| Prudential Financial Inc. | 0.01% | Add +4.7% | 29,961 | $7.3M |
| Atom Investors LP | 0.63% | Reduce -18.9% | 29,144 | $7.1M |
| Appian Way Asset Management LP | 1.74% | Reduce -85.0% | 28,435 | $6.9M |
| Russell Investments Group, Ltd. | 0.01% | Add +16.5% | 27,968 | $6.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -4.4% | 27,348 | $6.7M |
| Asset Management One Co., Ltd. | 0.02% | Reduce -11.1% | 27,245 | $6.7M |
| California State Teachers Retirement System | 0.01% | No change | 26,867 | $6.6M |
| Two Sigma Investments, LP | 0.01% | Reduce -51.6% | 26,812 | $6.6M |
| South Dakota Investment Council | 0.12% | No change | 26,032 | $6.4M |
| Informed Momentum Co LLC | 0.95% | New | 25,667 | $6.3M |
| EFG Asset Management (North America) Corp. | 0.85% | Reduce -2.1% | 24,673 | $6.0M |
| Two Sigma Advisers, LP | 0.01% | Reduce -9.6% | 24,600 | $6.0M |
| Thrivent Financial for Lutherans | 0.01% | Add +14.5% | 24,528 | $6.0M |
"% of holder's portfolio" is DY's weight in each manager's 13F, not the share of Dycom Industries Inc. the manager owns.