Dycom IndustriesDY
13F holders, Q1 2026 (March 31)518holders +21
85new positions
62sold out
10famous investors
$338.35avg. 13F price*
At the end of Q1 2026, 518 institutions reported holding Dycom Industries Inc. (DY) in their 13F filings, up 21 from Q4 2025. 85 opened new positions and 62 sold out. The largest holders were Peconic Partners LLC ($1.4B), BlackRock, Inc. ($1.3B) and Vanguard Portfolio Management LLC ($453.1M). 10 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 George Soros (0.1% of Soros Fund Management's portfolio).
- Company
- Dycom Industries Inc.
- CUSIP
- 267475101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 85 | $173.8M |
| Exits | 62 | $162.9M |
All 13F filers, Q4 2025 → Q1 2026: 3,032,339 shares bought and 2,401,964 shares sold, net +630,375 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 518 holders
| Peconic Partners LLC | 24.11% | Add +0.1% | 4,113,320 | $1.4B |
| BlackRock, Inc. | 0.02% | Add +4.2% | 3,863,801 | $1.3B |
| Vanguard Portfolio Management LLC | 0.02% | — | 1,337,230 | $453.1M |
| Vanguard Capital Management LLC | 0.01% | — | 1,289,694 | $437.0M |
| State Street Corp. | 0.01% | Add +5.0% | 1,076,399 | $364.7M |
| Hill City Capital, LP | 12.22% | No change | 1,009,784 | $342.1M |
| FMR LLC | 0.02% | Add +6.6% | 959,782 | $325.2M |
| Geode Capital Management, LLC | 0.02% | Add +14.2% | 830,479 | $281.4M |
| Millennium Management | 0.21% | Reduce -17.2% | 805,770 | $273.0M |
| First Trust Advisors LP | 0.19% | Add +27.8% | 798,699 | $270.6M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -5.0% | 575,263 | $194.9M |
| Nordea Investment Management AB | 0.15% | Add +17.8% | 477,871 | $157.8M |
| Bank of America Corp. | 0.01% | Add +6.1% | 445,830 | $151.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.6% | 419,368 | $142.1M |
| Arrowstreet Capital, Limited Partnership | 0.07% | Add +19.9% | 396,240 | $134.3M |
| Invesco Ltd. | 0.01% | Add +183.5% | 379,032 | $128.4M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -33.0% | 374,054 | $126.7M |
| Northern Trust Corp. | 0.02% | Add +5.3% | 366,950 | $124.3M |
| Alyeska Investment Group, L.P. | 0.34% | Add +92.4% | 354,200 | $120.0M |
| Morgan Stanley | 0.01% | Add +14.6% | 347,439 | $117.7M |
| Voya Investment Management LLC | 0.14% | Add +55.8% | 339,724 | $115.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +69.9% | 314,761 | $106.6M |
| JPMorgan Chase & Co. | 0.01% | Add +125.5% | 320,112 | $103.9M |
| Principal Financial Group Inc. | 0.05% | Reduce -21.9% | 278,532 | $94.4M |
| Reaves W H & Co. Inc. | 1.40% | Add +73.3% | 248,140 | $84.1M |
| Raymond James Financial Inc. | 0.03% | Add +16.7% | 251,389 | $83.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.11% | Add +7.1% | 226,731 | $76.8M |
| Nuveen, LLC | 0.02% | Reduce -9.1% | 209,308 | $70.9M |
| Vanguard Fiduciary Trust Co. | 0.02% | — | 206,455 | $70.0M |
| Bank of New York Mellon Corp | 0.01% | Add +2.4% | 200,772 | $68.0M |
| Franklin Resources Inc. | 0.02% | Add +9.3% | 189,995 | $64.4M |
| Ameriprise Financial Inc. | 0.01% | Add +86.4% | 165,185 | $56.0M |
| Freestone Grove Partners LP | 0.40% | Add +71.9% | 163,630 | $55.4M |
| UBS Group AG | 0.01% | Reduce -5.9% | 163,188 | $55.3M |
| Hennessy Advisors Inc. | 1.76% | Reduce -9.5% | 143,600 | $48.7M |
| Driehaus Capital Management LLC | 0.34% | Reduce -0.6% | 137,343 | $46.5M |
| Neumeier Poma Investment Counsel LLC | 3.74% | Reduce -2.2% | 133,883 | $45.4M |
| Point72 Asset Management | 0.08% | Reduce -49.1% | 131,247 | $44.5M |
| American Century Companies Inc. | 0.02% | Reduce -3.0% | 108,134 | $36.6M |
| Bornite Capital Management LP | 5.99% | New | 105,200 | $35.6M |
| Rhumbline Advisers | 0.03% | Add +5.5% | 91,417 | $31.0M |
| Troluce Capital Advisors LLC | 3.30% | New | 90,000 | $30.5M |
| Nomura Asset Management International Inc. | 0.05% | Add +868.2% | 81,250 | $27.5M |
| Wells Fargo & Company | 0.01% | Reduce -51.0% | 77,789 | $26.4M |
| Citadel Advisors | 0.02% | Add +508.0% | 74,771 | $25.3M |
| BNP Paribas Financial Markets | 0.02% | Add +140.2% | 72,751 | $24.6M |
| 12th Street Asset Management Company, LLC | 3.80% | Add +1.8% | 68,478 | $23.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +5.2% | 63,827 | $21.6M |
| Alliancebernstein L.P. | 0.01% | Reduce -2.2% | 63,697 | $21.5M |
| D. E. Shaw & Co. | 0.02% | Add +29.8% | 60,229 | $20.4M |
| Swiss National Bank | 0.01% | Add +3.7% | 59,260 | $20.1M |
| Walleye Capital LLC | 0.13% | Reduce -69.0% | 58,424 | $19.8M |
| Pinnacle Associates Ltd. | 0.23% | Reduce -1.6% | 51,819 | $17.6M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -85.3% | 50,289 | $17.0M |
| William Blair Investment Management, LLC | 0.06% | Reduce -37.6% | 49,293 | $16.7M |
| California Public Employees Retirement System | 0.01% | Add +6.3% | 48,573 | $16.5M |
| G2 Investment Partners Management LLC | 3.82% | Add +26.6% | 45,835 | $15.5M |
| Glenmede Trust Co. NA | 0.08% | Reduce -8.2% | 45,658 | $15.5M |
| KR Capital LP | 3.05% | — | 44,921 | $15.2M |
| Penn Capital Management Company, LLC | 1.17% | Reduce -15.2% | 44,545 | $15.1M |
| Squarepoint Ops LLC | 0.03% | Reduce -36.9% | 44,291 | $15.0M |
| Legal & General Group Plc | 0.00% | Reduce -11.4% | 42,366 | $14.4M |
| Dana Investment Advisors, Inc. | 0.41% | Reduce -8.2% | 40,327 | $13.7M |
| Janus Henderson Group PLC | 0.01% | Add +221.4% | 40,228 | $13.6M |
| WCM Investment Management, LLC | 0.03% | Reduce -1.8% | 41,568 | $13.5M |
| M&G PLC | 0.07% | Add +1.1% | 39,360 | $13.3M |
| New York State Common Retirement Fund | 0.02% | Reduce -12.4% | 38,954 | $13.2M |
| AQR Capital Management | 0.01% | Add +8.5% | 39,627 | $13.2M |
| Tidal Investments LLC | 0.04% | Add +17.0% | 38,402 | $13.0M |
| Rokos Capital Management LLP | 0.23% | New | 38,032 | $12.9M |
| Retirement Systems of Alabama | 0.04% | Add +5.7% | 36,738 | $12.4M |
| Renaissance Technologies | 0.02% | New | 36,240 | $12.3M |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 0.61% | Add +140.0% | 36,000 | $12.2M |
| Applied Fundamental Research, LLC | 15.64% | No change | 34,972 | $11.8M |
| New York State Teachers Retirement System | 0.02% | Reduce -3.2% | 34,741 | $11.8M |
| Sei Investments Co. | 0.01% | Reduce -33.1% | 34,244 | $11.6M |
| California State Teachers Retirement System | 0.01% | Add +24.4% | 33,872 | $11.5M |
| First Washington CORP | 3.20% | Reduce -0.2% | 33,371 | $11.3M |
| Aristotle Capital Boston, LLC | 0.70% | Reduce -73.1% | 33,009 | $11.3M |
| Castleark Management LLC | 0.36% | Reduce -14.8% | 32,506 | $11.0M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.4% | 32,105 | $10.9M |
| First Eagle Investment Management, LLC | 0.02% | Reduce -16.9% | 31,392 | $10.6M |
| LPL Financial LLC | 0.00% | Add +40.1% | 31,365 | $10.6M |
| Canada Pension Plan Investment Board | 0.01% | Add +33.9% | 31,220 | $10.6M |
| Advisors Asset Management, Inc. | 0.17% | Add +7.7% | 30,555 | $10.4M |
| MetLife Investment Management, LLC | 0.05% | Add +3.5% | 30,123 | $10.2M |
| Impax Asset Management Group plc | 0.07% | Reduce -30.2% | 30,000 | $10.2M |
| Peregrine Capital Management LLC | 0.36% | Reduce -4.2% | 28,926 | $9.8M |
| Callahan Advisors, LLC | 0.80% | Reduce -6.3% | 28,129 | $9.5M |
| Bridgewater Associates | 0.04% | Add +49.8% | 26,932 | $9.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 26,418 | $9.0M |
| Deutsche Bank AG | 0.00% | Add +13.2% | 26,190 | $8.9M |
| Hillsdale Investment Management Inc. | 0.24% | Add +4.6% | 25,975 | $8.8M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -5.1% | 25,819 | $8.7M |
| Susquehanna International Group, LLP | 0.01% | Reduce -47.7% | 25,281 | $8.6M |
| Man Group plc | 0.02% | Add +14.6% | 25,278 | $8.6M |
| Intech Investment Management LLC | 0.08% | Reduce -37.5% | 24,439 | $8.3M |
| Allianz Asset Management GmbH | 0.01% | New | 24,319 | $8.2M |
| Bessemer Group Inc. | 0.01% | Reduce -10.9% | 23,980 | $8.1M |
| State of Wisconsin Investment Board | 0.02% | Add +2.0% | 23,879 | $8.1M |
"% of holder's portfolio" is DY's weight in each manager's 13F, not the share of Dycom Industries Inc. the manager owns.