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 Q4 2025, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $819.03 M.
Top institutional holders include Cliff Asness and Richard Pzena.
Institutional sentiment is currently Bullish. This is evidenced by a $39.39 M net inflow during the quarter.
Recent activity highlights Stanley Druckenmiller who opened a new position. Conversely, Steven Cohen reduced exposure by 52.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Delta Air Lines, Inc. (DAL)
Major holders include Cliff Asness ($426.44 M), Richard Pzena ($186.65 M), Joel Greenblatt ($67.5 M). According to the latest reported data, 13 tracked investment managers collectively hold approximately 12.04 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $39.39 M, with 4 managers increasing positions and 11 managers reducing holdings.
During the most recent reporting period, 8 managers trimmed their positions, while 3 fully exited DAL. The total reported sell value was $159.37 M.
Yes, 1 managers opened new positions in DAL, and 3 increased their existing holdings. The total reported buy value was $198.76 M.
