Guru Ownership Trend
Guru Analysis for Delta Air Lines, Inc. (DAL)
Delta Air Lines, Inc. (DAL), a key player in the Industrials sector, continues to attract institutional attention.
As of Q2 2026, a total of 15 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $5.53 B.
Top institutional holders include Warren Buffett and Cliff Asness.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $1.61 B net inflow during the quarter.
Recent activity highlights Stanley Druckenmiller who opened a new position. Conversely, Steven Cohen reduced exposure by 88.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Delta Air Lines, Inc. (DAL)
Major holders include Warren Buffett ($5.37 B), Cliff Asness ($731.68 M), Richard Pzena ($245.27 M). According to the latest reported data, 15 tracked investment managers collectively hold approximately 70.03 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $1.61 B, with 7 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 6 managers trimmed their positions, while 1 fully exited DAL. The total reported sell value was $109.22 M.
Yes, 2 managers opened new positions in DAL, and 5 increased their existing holdings. The total reported buy value was $1.72 B.
