InvestorLens

DAL — DELTA AIR LINES INC DEL

Industrials

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying DAL?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
80
Institutional Conviction
Net accumulation · 4 buying vs 1 selling last quarter
59
Macro Tailwind
Macro conditions are mixed for this sector
62
Why? — Evidence & Confidence ▾

Of 5 tracked investors who changed their DAL position last quarter, 4 bought and 1 sold (80% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 62/100 in a Overheat regime).

Supporting evidence
  • +4 tracked investors added or increased positions last quarter (Stanley Druckenmiller, Ray Dalio, Warren Buffett, …)
  • +6 tracked investors reported holding DAL at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for Industrialssource
Contradicting evidence — always shown
  • −1 tracked investor reduced or exited last quarter (1 reduced, 0 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About DELTA AIR LINES INC DEL (DAL)

DELTA AIR LINES INC DEL (DAL) appears in the most recent 13F filings of 6 tracked institutional investors. DELTA AIR LINES INC DEL is classified in the Industrials sector. The largest disclosed position is held by Warren Buffett (Berkshire Hathaway), valued at $5.4B. Across recent filings, tracked investors recorded 10 new positions, 11 increased, 16 reduced, and 5 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in DAL

50
/100
Mixed Activity
Added / Increased21
Reduced16
Exited5
BearishBullish
Crowded Trade Score™

How many top investors track DAL

40
/100
Moderate Interest
6investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

DAL Ownership Composition

How DELTA AIR LINES INC DEL is held across tracked investor types, based on reported 13F positions.

Dominant Type
Value & Distressed
87% of tracked value
Institutions
6
tracked investors
Total Reported
$6.1B
combined 13F value
Types3
  • Value & Distressed87.4%
  • Multi-Strategy / Quant10.9%
  • Macro1.7%
Value & Distressed(1)
87.4%
Multi-Strategy / Quant(3)
10.9%
Macro(2)
1.7%

Tracked investors currently reporting DAL

2 tracked investors have since exited this position — listed separately below.

  • Warren BuffettJun 30, 2026
    Berkshire Hathaway
    Shares
    57.3M
    Value
    $5.4B
    % Portfolio
    1.79%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    6.5M
    Value
    $607.4M
    % Portfolio
    0.07%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    504.7K
    Value
    $47.3M
    % Portfolio
    0.02%
  • Stanley DruckenmillerJun 30, 2026
    Duquesne Family Office
    Shares
    603K
    Value
    $56.5M
    % Portfolio
    1.08%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    131.6K
    Value
    $12.3M
    % Portfolio
    0.01%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    535.9K
    Value
    $50.2M
    % Portfolio
    0.07%

Previously held DAL

These investors reported DAL in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Ray DalioBridgewater Associates1.6M$69.9MMar 31, 2025
David TepperAppaloosa Management475K$33MDec 31, 2025

Recent activity

Frequently asked questions

How many institutional investors hold DAL?
6 tracked institutional investors disclosed a position in DAL (DELTA AIR LINES INC DEL) in their most recent 13F filing.
Who is the largest institutional holder of DAL?
Warren Buffett, Berkshire Hathaway, holds the largest disclosed position in DAL, valued at $5.4B.
Did institutional ownership of DAL increase or decrease?
Across recent 13F filings, tracked investors recorded 10 new positions, 11 increased, 16 reduced, and 5 fully exited DAL.
What sector is DAL in?
DELTA AIR LINES INC DEL is classified in the Industrials GICS sector.
Where does this DAL ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.