Dycom IndustriesDY
13F holders, Q3 2025 (September 30)414holders +9
64new positions
50sold out
8famous investors
$291.75avg. 13F price*
At the end of Q3 2025, 414 institutions reported holding Dycom Industries Inc. (DY) in their 13F filings, up 9 from Q2 2025. 64 opened new positions and 50 sold out. The largest holders were BlackRock, Inc. ($1.3B), Peconic Partners LLC ($1.2B) and Vanguard Group Inc. ($878.7M). 8 famous investors held it, including Israel Englander (0.3% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $247.1M |
| Exits | 50 | $231.1M |
All 13F filers, Q2 2025 → Q3 2025: 3,674,605 shares bought and 2,320,006 shares sold, net +1,354,599 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 414 holders
| BlackRock, Inc. | 0.02% | Reduce -1.1% | 4,492,311 | $1.3B |
| Peconic Partners LLC | 33.22% | Add +7.8% | 4,117,320 | $1.2B |
| Vanguard Group Inc. | 0.01% | Reduce -0.8% | 3,011,654 | $878.7M |
| Millennium Management | 0.32% | Add +21.0% | 1,324,938 | $386.6M |
| State Street Corp. | 0.01% | Reduce -1.8% | 1,072,425 | $312.9M |
| Hill City Capital, LP | 12.46% | No change | 1,009,784 | $294.6M |
| FMR LLC | 0.01% | Add +168.6% | 885,489 | $258.4M |
| Geode Capital Management, LLC | 0.01% | Add +0.2% | 673,245 | $196.5M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -0.1% | 608,666 | $177.6M |
| First Trust Advisors LP | 0.13% | Add +6.8% | 604,865 | $176.5M |
| Principal Financial Group Inc. | 0.07% | Reduce -13.3% | 478,827 | $139.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +19.9% | 458,672 | $133.8M |
| T. Rowe Price Associates Inc. | 0.01% | Add +196.0% | 448,454 | $130.8M |
| Morgan Stanley | 0.01% | Reduce -5.6% | 363,642 | $106.1M |
| Bank of America Corp. | 0.01% | Add +15.2% | 354,225 | $103.3M |
| Northern Trust Corp. | 0.01% | Add +0.1% | 309,086 | $90.2M |
| Royal Bank of Canada | 0.02% | Add +4312.1% | 303,688 | $88.6M |
| Invesco Ltd. | 0.01% | Add +8.8% | 247,042 | $72.1M |
| Arrowstreet Capital, Limited Partnership | 0.05% | Add +73.5% | 246,114 | $71.8M |
| Voya Investment Management LLC | 0.08% | Add +92.6% | 237,576 | $69.3M |
| Nuveen, LLC | 0.02% | Add +16.1% | 213,520 | $62.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.10% | Add +0.2% | 206,753 | $60.3M |
| Raymond James Financial Inc. | 0.02% | Add +10.8% | 205,241 | $59.9M |
| Freestone Grove Partners LP | 0.42% | Reduce -40.5% | 194,395 | $56.7M |
| Bank of New York Mellon Corp | 0.01% | Add +4.5% | 193,586 | $56.5M |
| Franklin Resources Inc. | 0.01% | Reduce -18.5% | 173,657 | $50.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +33.2% | 172,554 | $50.3M |
| Hennessy Advisors Inc. | 1.69% | Reduce -29.2% | 167,500 | $48.9M |
| Neumeier Poma Investment Counsel LLC | 3.97% | Add +2.7% | 166,313 | $48.5M |
| Alyeska Investment Group, L.P. | 0.14% | New | 152,704 | $44.6M |
| Aristotle Capital Boston, LLC | 2.27% | Reduce -37.1% | 150,752 | $44.0M |
| Bornite Capital Management LP | 4.06% | New | 150,000 | $43.8M |
| Assenagon Asset Management S.A. | 0.06% | Reduce -15.2% | 146,144 | $42.6M |
| UBS Group AG | 0.01% | Add +6.0% | 144,881 | $42.3M |
| Wells Fargo & Company | 0.01% | Add +4.4% | 144,850 | $42.3M |
| Driehaus Capital Management LLC | 0.30% | Add +132.8% | 143,704 | $41.9M |
| Reaves W H & Co. Inc. | 0.75% | Add +17.9% | 143,428 | $41.8M |
| Cartenna Capital, LP | 2.13% | New | 140,000 | $40.8M |
| Renaissance Technologies | 0.05% | Add +190.5% | 128,700 | $37.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.1% | 128,592 | $37.5M |
| Public Sector Pension Investment Board | 0.12% | Add +15.0% | 112,809 | $32.9M |
| Walleye Capital LLC | 0.27% | Add +8157.2% | 104,536 | $30.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -21.9% | 104,465 | $30.5M |
| Qube Research & Technologies Ltd | 0.04% | Add +106.8% | 100,969 | $29.5M |
| D. E. Shaw & Co. | 0.03% | Reduce -37.0% | 100,375 | $29.3M |
| American Century Companies Inc. | 0.01% | Add +58.4% | 97,801 | $28.5M |
| Citadel Advisors | 0.02% | Reduce -41.4% | 90,954 | $26.5M |
| Legal & General Group Plc | 0.01% | Add +5.1% | 86,479 | $25.2M |
| Penn Capital Management Company, LLC | 1.93% | Reduce -7.5% | 86,144 | $25.2M |
| William Blair Investment Management, LLC | 0.06% | New | 84,431 | $24.6M |
| Rhumbline Advisers | 0.02% | Add +0.7% | 83,410 | $24.3M |
| Glenmede Investment Management, LP | 0.10% | Reduce -5.6% | 74,581 | $21.8M |
| Intech Investment Management LLC | 0.19% | Add +6.7% | 73,305 | $21.4M |
| 12th Street Asset Management Company, LLC | 3.32% | Add +48.9% | 67,238 | $19.6M |
| New York State Common Retirement Fund | 0.02% | Reduce -7.5% | 65,743 | $19.2M |
| Balyasny Asset Management L.P. | 0.04% | Add +1763.3% | 63,053 | $18.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -40.6% | 58,700 | $17.1M |
| Canada Pension Plan Investment Board | 0.01% | Reduce -31.6% | 57,300 | $16.7M |
| Barclays PLC | 0.01% | Reduce -25.0% | 56,102 | $16.4M |
| Swiss National Bank | 0.01% | Add +1.4% | 56,100 | $16.4M |
| Pinnacle Associates Ltd. | 0.21% | Reduce -5.5% | 54,092 | $15.8M |
| Applied Fundamental Research, LLC | 15.31% | Reduce -20.3% | 54,018 | $15.8M |
| WCM Investment Management, LLC | 0.03% | New | 53,550 | $15.7M |
| Sei Investments Co. | 0.02% | Reduce -34.2% | 53,486 | $15.6M |
| Peregrine Capital Management LLC | 0.45% | Reduce -2.8% | 50,803 | $14.8M |
| Algert Global LLC | 0.25% | Add +11.9% | 50,318 | $14.7M |
| Dana Investment Advisors, Inc. | 0.42% | Reduce -6.8% | 49,575 | $14.5M |
| First Eagle Investment Management, LLC | 0.02% | Reduce -25.6% | 46,442 | $13.5M |
| California Public Employees Retirement System | 0.01% | New | 43,743 | $12.8M |
| Impax Asset Management Group plc | 0.07% | No change | 43,000 | $12.5M |
| Southernsun Asset Management, LLC | 1.55% | Reduce -45.0% | 41,027 | $12.0M |
| Alliancebernstein L.P. | 0.00% | Add +11.2% | 40,215 | $11.7M |
| New York State Teachers Retirement System | 0.02% | Add +0.4% | 37,527 | $10.9M |
| AQR Capital Management | 0.01% | Reduce -1.8% | 36,673 | $10.7M |
| Interval Partners, LP | 0.22% | Reduce -36.4% | 35,510 | $10.4M |
| First Washington CORP | 2.64% | No change | 33,811 | $9.9M |
| Advisors Asset Management, Inc. | 0.17% | Reduce -15.2% | 33,791 | $9.9M |
| Callahan Advisors, LLC | 0.81% | Reduce -6.6% | 32,571 | $9.5M |
| Russell Investments Group, Ltd. | 0.01% | Add +8.6% | 30,367 | $8.9M |
| Castleark Management LLC | 0.25% | New | 30,026 | $8.8M |
| Prudential Financial Inc. | 0.01% | Reduce -3.3% | 28,978 | $8.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +1.1% | 27,663 | $8.1M |
| California State Teachers Retirement System | 0.01% | Add +1.4% | 27,253 | $8.0M |
| SIR Capital Management, L.P. | 0.69% | Reduce -29.9% | 26,477 | $7.7M |
| South Dakota Investment Council | 0.15% | No change | 26,032 | $7.6M |
| Asset Management One Co., Ltd. | 0.02% | Reduce -5.6% | 25,730 | $7.5M |
| Deutsche Bank AG | 0.00% | Reduce -68.2% | 22,549 | $6.6M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -12.3% | 21,524 | $6.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +92.3% | 20,750 | $6.1M |
| EFG Asset Management (North America) Corp. | 0.77% | Reduce -17.8% | 20,293 | $5.9M |
| Bridgewater Associates | 0.02% | New | 20,269 | $5.9M |
| Jefferies Financial Group Inc. | 0.06% | New | 20,240 | $5.9M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.15% | Reduce -48.8% | 19,862 | $5.8M |
| Citigroup Inc. | 0.00% | Reduce -48.9% | 19,612 | $5.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +22.7% | 19,259 | $5.6M |
| Lisanti Capital Growth, LLC | 1.36% | Add +66.2% | 19,015 | $5.5M |
| Point72 Asset Management | 0.01% | Reduce -57.9% | 18,600 | $5.4M |
| Boothbay Fund Management, LLC | 0.14% | New | 18,420 | $5.4M |
| Credit Agricole S A | 0.02% | — | 18,131 | $5.3M |
| Aventail Capital Group, LP | 0.25% | New | 18,115 | $5.3M |
"% of holder's portfolio" is DY's weight in each manager's 13F, not the share of Dycom Industries Inc. the manager owns.