Dycom IndustriesDY
13F holders, Q4 2025 (December 31)497holders +83
111new positions
43sold out
8famous investors
$338.03avg. 13F price*
At the end of Q4 2025, 497 institutions reported holding Dycom Industries Inc. (DY) in their 13F filings, up 83 from Q3 2025. 111 opened new positions and 43 sold out. The largest holders were Peconic Partners LLC ($1.4B), BlackRock, Inc. ($1.3B) and Vanguard Group Inc. ($925.7M). 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 Ray Dalio (0.0% of Bridgewater Associates's portfolio).
- Company
- Dycom Industries Inc.
- CUSIP
- 267475101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 111 | $232.8M |
| Exits | 43 | $203.2M |
All 13F filers, Q3 2025 → Q4 2025: 2,871,540 shares bought and 3,711,547 shares sold, net −840,007 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 497 holders
| Peconic Partners LLC | 32.99% | Reduce -0.2% | 4,108,320 | $1.4B |
| BlackRock, Inc. | 0.02% | Reduce -17.4% | 3,708,855 | $1.3B |
| Vanguard Group Inc. | 0.01% | Reduce -9.0% | 2,739,704 | $925.7M |
| State Street Corp. | 0.01% | Reduce -4.4% | 1,025,603 | $346.6M |
| Hill City Capital, LP | 12.88% | No change | 1,009,784 | $341.2M |
| Millennium Management | 0.24% | Reduce -26.6% | 973,180 | $328.8M |
| FMR LLC | 0.02% | Add +1.7% | 900,254 | $304.2M |
| Geode Capital Management, LLC | 0.02% | Add +8.0% | 727,238 | $245.8M |
| First Trust Advisors LP | 0.15% | Add +3.4% | 625,171 | $211.2M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -0.5% | 605,850 | $204.7M |
| T. Rowe Price Associates Inc. | 0.02% | Add +24.5% | 558,519 | $188.7M |
| Bank of America Corp. | 0.01% | Add +18.6% | 420,266 | $142.0M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -9.1% | 417,026 | $140.9M |
| Nordea Investment Management AB | 0.12% | Add +5603.6% | 405,580 | $139.1M |
| Principal Financial Group Inc. | 0.06% | Reduce -25.5% | 356,803 | $120.6M |
| Northern Trust Corp. | 0.01% | Add +12.8% | 348,645 | $117.8M |
| Qube Research & Technologies Ltd | 0.17% | Add +239.4% | 342,734 | $115.8M |
| Arrowstreet Capital, Limited Partnership | 0.07% | Add +34.3% | 330,516 | $111.7M |
| Morgan Stanley | 0.01% | Reduce -16.6% | 303,106 | $102.4M |
| Point72 Asset Management | 0.14% | Add +1286.8% | 257,936 | $87.2M |
| Nuveen, LLC | 0.02% | Add +7.9% | 230,344 | $77.8M |
| Voya Investment Management LLC | 0.08% | Reduce -8.2% | 217,995 | $73.7M |
| Raymond James Financial Inc. | 0.02% | Add +5.0% | 215,428 | $73.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.11% | Add +2.4% | 211,683 | $71.5M |
| Jane Street Group, LLC | 0.08% | Add +18154.0% | 203,349 | $68.7M |
| Bank of New York Mellon Corp | 0.01% | Add +1.3% | 196,065 | $66.3M |
| Walleye Capital LLC | 0.39% | Add +80.4% | 188,541 | $63.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +7.4% | 185,302 | $62.6M |
| Alyeska Investment Group, L.P. | 0.18% | Add +20.5% | 184,074 | $62.2M |
| Franklin Resources Inc. | 0.01% | Add +0.1% | 173,895 | $58.8M |
| UBS Group AG | 0.01% | Add +19.7% | 173,432 | $58.6M |
| Wells Fargo & Company | 0.01% | Add +9.7% | 158,927 | $53.7M |
| Hennessy Advisors Inc. | 1.90% | Reduce -5.3% | 158,600 | $53.6M |
| Reaves W H & Co. Inc. | 0.85% | Reduce -0.1% | 143,212 | $48.4M |
| JPMorgan Chase & Co. | 0.00% | Add +10.4% | 141,973 | $48.0M |
| Driehaus Capital Management LLC | 0.32% | Reduce -3.8% | 138,229 | $46.7M |
| Neumeier Poma Investment Counsel LLC | 3.82% | Reduce -17.7% | 136,848 | $46.2M |
| Invesco Ltd. | 0.00% | Reduce -45.9% | 133,700 | $45.2M |
| Aristotle Capital Boston, LLC | 2.27% | Reduce -18.7% | 122,569 | $41.4M |
| American Century Companies Inc. | 0.02% | Add +14.0% | 111,524 | $37.7M |
| Cartenna Capital, LP | 1.78% | Reduce -28.6% | 100,000 | $33.8M |
| Freestone Grove Partners LP | 0.23% | Reduce -51.0% | 95,211 | $32.2M |
| HRT Financial LP | 0.10% | New | 92,165 | $31.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -15.2% | 88,637 | $30.0M |
| Rhumbline Advisers | 0.02% | Add +3.9% | 86,641 | $29.3M |
| William Blair Investment Management, LLC | 0.07% | Reduce -6.5% | 78,939 | $26.7M |
| Squarepoint Ops LLC | 0.05% | Add +2262.8% | 70,224 | $23.7M |
| 12th Street Asset Management Company, LLC | 3.74% | Add +0.0% | 67,253 | $22.7M |
| Summit Partners Public Asset Management, LLC | 0.64% | New | 67,000 | $22.6M |
| Alliancebernstein L.P. | 0.01% | Add +61.9% | 65,107 | $22.0M |
| Barclays PLC | 0.01% | Add +14.1% | 64,010 | $21.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +3.3% | 60,647 | $20.5M |
| Norges Bank | 0.00% | — | 57,222 | $19.3M |
| Swiss National Bank | 0.01% | Add +1.9% | 57,140 | $19.3M |
| Pinnacle Associates Ltd. | 0.23% | Reduce -2.6% | 52,682 | $17.8M |
| Penn Capital Management Company, LLC | 1.42% | Reduce -39.0% | 52,521 | $17.8M |
| Sei Investments Co. | 0.02% | Reduce -4.3% | 51,177 | $17.3M |
| Glenmede Trust Co. NA | 0.08% | — | 49,755 | $16.8M |
| Susquehanna International Group, LLP | 0.02% | New | 48,311 | $16.3M |
| Legal & General Group Plc | 0.00% | Reduce -44.7% | 47,809 | $16.2M |
| D. E. Shaw & Co. | 0.01% | Reduce -53.8% | 46,418 | $15.7M |
| California Public Employees Retirement System | 0.01% | Add +4.5% | 45,691 | $15.4M |
| Jain Global LLC | 0.16% | New | 45,049 | $15.2M |
| New York State Common Retirement Fund | 0.02% | Reduce -32.3% | 44,489 | $15.0M |
| Dana Investment Advisors, Inc. | 0.43% | Reduce -11.4% | 43,922 | $14.8M |
| Impax Asset Management Group plc | 0.09% | No change | 43,000 | $14.5M |
| WCM Investment Management, LLC | 0.03% | Reduce -20.9% | 42,330 | $14.5M |
| Y-Intercept (Hong Kong) Ltd | 0.32% | Add +321.2% | 41,690 | $14.1M |
| Marex Group Ltd | 0.14% | New | 39,502 | $13.3M |
| Intech Investment Management LLC | 0.12% | Reduce -46.6% | 39,105 | $13.2M |
| M&G PLC | 0.07% | New | 38,917 | $13.2M |
| Castleark Management LLC | 0.38% | Add +27.1% | 38,166 | $12.9M |
| First Eagle Investment Management, LLC | 0.02% | Reduce -18.6% | 37,792 | $12.8M |
| AQR Capital Management | 0.01% | Reduce -0.4% | 36,537 | $12.3M |
| G2 Investment Partners Management LLC | 2.91% | New | 36,200 | $12.2M |
| New York State Teachers Retirement System | 0.02% | Reduce -4.4% | 35,884 | $12.1M |
| Applied Fundamental Research, LLC | 11.74% | Reduce -35.3% | 34,972 | $11.8M |
| Retirement Systems of Alabama | 0.04% | New | 34,749 | $11.7M |
| First Washington CORP | 2.93% | Reduce -1.1% | 33,429 | $11.3M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +70.8% | 32,900 | $11.1M |
| Tidal Investments LLC | 0.05% | Add +92.1% | 32,818 | $11.1M |
| J. Goldman & Co LP | 0.41% | New | 31,454 | $10.6M |
| BNP Paribas Financial Markets | 0.01% | Add +315.9% | 30,289 | $10.2M |
| Engineers Gate Manager LP | 0.12% | Add +331.2% | 30,181 | $10.2M |
| Peregrine Capital Management LLC | 0.31% | Reduce -40.6% | 30,179 | $10.2M |
| Callahan Advisors, LLC | 0.83% | Reduce -7.9% | 30,009 | $10.1M |
| MetLife Investment Management, LLC | 0.05% | Add +77.2% | 29,111 | $9.8M |
| Advisors Asset Management, Inc. | 0.16% | Reduce -16.0% | 28,372 | $9.6M |
| California State Teachers Retirement System | 0.01% | Reduce -0.1% | 27,233 | $9.2M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -10.4% | 27,219 | $9.2M |
| Bessemer Group Inc. | 0.01% | Add +17850.7% | 26,926 | $9.1M |
| Aventail Capital Group, LP | 0.50% | Add +41.4% | 25,614 | $8.7M |
| Hillsdale Investment Management Inc. | 0.23% | Add +82666.7% | 24,830 | $8.4M |
| State of Wisconsin Investment Board | 0.02% | Add +315.9% | 23,413 | $7.9M |
| Canada Pension Plan Investment Board | 0.01% | Reduce -59.3% | 23,320 | $7.9M |
| Deutsche Bank AG | 0.00% | Add +2.6% | 23,145 | $7.8M |
| South Dakota Investment Council | 0.15% | Reduce -11.1% | 23,132 | $7.8M |
| LPL Financial LLC | 0.00% | Add +55.1% | 22,384 | $7.6M |
| Man Group plc | 0.01% | Add +22.5% | 22,050 | $7.5M |
| Boothbay Fund Management, LLC | 0.19% | Add +16.9% | 21,527 | $7.3M |
"% of holder's portfolio" is DY's weight in each manager's 13F, not the share of Dycom Industries Inc. the manager owns.