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 Q1 2026, a total of 14 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $4.39 B.
Top institutional holders include Warren Buffett and Cliff Asness.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $2.69 B net inflow during the quarter.
Recent activity highlights Jeremy Grantham who increased their stake by 100.7%. Conversely, Ray Dalio reduced exposure by 70.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Delta Air Lines, Inc. (DAL)
Major holders include Warren Buffett ($2.65 B), Cliff Asness ($549.22 M), Richard Pzena ($186.65 M). According to the latest reported data, 14 tracked investment managers collectively hold approximately 52.82 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $2.69 B, with 6 managers increasing positions and 9 managers reducing holdings.
During the most recent reporting period, 7 managers trimmed their positions, while 2 fully exited DAL. The total reported sell value was $118.23 M.
Yes, 3 managers opened new positions in DAL, and 3 increased their existing holdings. The total reported buy value was $2.81 B.
