Who owns Dycom Industries (DY)
Which tracked institutional funds hold DY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on DY is one-sided between 2026-Q1 and 2026-Q2: 289 added or opened and 82 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
DY’s largest tracked holder by dollar value, PECONIC PARTNERS LLC, sizes it at 29.9% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 29.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DY divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 580 tracked filers holding DY, 327 increased or opened the position and 283 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in DY between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 55
- FULLER & THALER ASSET MANAGEMENT, INC.$79M
- WESTFIELD CAPITAL MANAGEMENT CO LP$72M
- LMR Partners LLP$47M
- Cartenna Capital, LP$40M
- Shellback Capital, LP$37M
- MARSHALL WACE, LLP$22M
Full exits 40
- Troluce Capital Advisors LLC$30M
- KR Capital LP$15M
- Penn Capital Management Company, LLC$15M
- JANUS HENDERSON GROUP PLC$14M
- M&G PLC$13M
- Rokos Capital Management LLP$13M
Largest adds
- PECONIC PARTNERS LLC$853M
- BlackRock, Inc.$395M
- VANGUARD CAPITAL MANAGEMENT LLC$247M
- VANGUARD PORTFOLIO MANAGEMENT LLC$193M
- FIRST TRUST ADVISORS LP$189M
- Hill City Capital, LP$168M
Largest trims
- PRICE T ROWE ASSOCIATES INC /MD/$91M
- FRANKLIN RESOURCES INC$59M
- Nuveen, LLC$33M
- Freestone Grove Partners LP$23M
- AMERIPRISE FINANCIAL INC$19M
- Walleye Capital LLC$13M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| PECONIC PARTNERS LLC added | 4,443,320 | $2.2B | 17.2% | 2026-Q2 |
| BlackRock, Inc. trimmed | 2,993,578 | $1.5B | 11.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,353,000 | $684M | 5.2% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 1,277,931 | $646M | 4.9% | 2026-Q2 |
| Hill City Capital, LP | 1,009,784 | $511M | 3.9% | 2026-Q2 |
| FMR LLC trimmed | 936,407 | $473M | 3.6% | 2026-Q2 |
| STATE STREET CORP trimmed | 935,699 | $473M | 3.6% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 908,588 | $459M | 3.5% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 660,733 | $334M | 2.6% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 593,715 | $300M | 2.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 534,374 | $270M | 2.1% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 478,612 | $242M | 1.9% | 2026-Q2 |
| Invesco Ltd. added | 412,022 | $208M | 1.6% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 409,139 | $207M | 1.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 384,716 | $195M | 1.5% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 380,637 | $194M | 1.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 346,896 | $175M | 1.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 340,447 | $172M | 1.3% | 2026-Q2 |
| NORGES BANK added | 283,056 | $143M | 1.1% | 2026-Q2 |
| Alyeska Investment Group, L.P. trimmed | 280,486 | $142M | 1.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 273,526 | $138M | 1.1% | 2026-Q2 |
| REAVES W H & CO INC added | 263,260 | $133M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 256,640 | $130M | 1.0% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 233,685 | $118M | 0.9% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 231,284 | $117M | 0.9% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 225,036 | $114M | 0.9% | 2026-Q2 |
| UBS Group AG added | 219,737 | $111M | 0.9% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 218,833 | $112M | 0.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 208,070 | $105M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 191,668 | $97M | 0.7% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 178,570 | $90M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 178,438 | $90M | 0.7% | 2026-Q2 |
| Driehaus Capital Management LLC added | 172,486 | $87M | 0.7% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 164,583 | $83M | 0.6% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. new | 155,711 | $79M | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 153,980 | $78M | 0.6% | 2026-Q2 |
| Squarepoint Ops LLC added | 152,596 | $77M | 0.6% | 2026-Q2 |
| HENNESSY ADVISORS INC | 143,600 | $73M | 0.6% | 2026-Q2 |
| WESTFIELD CAPITAL MANAGEMENT CO LP new | 141,978 | $72M | 0.5% | 2026-Q2 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC trimmed | 120,636 | $61M | 0.5% | 2026-Q2 |
| Bornite Capital Management LP added | 106,260 | $54M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 100,514 | $51M | 0.4% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 99,178 | $50M | 0.4% | 2026-Q2 |
| LMR Partners LLP new | 93,598 | $47M | 0.4% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 87,046 | $44M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 83,968 | $42M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 81,282 | $41M | 0.3% | 2026-Q2 |
| Cartenna Capital, LP trimmed | 80,000 | $40M | 0.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 77,335 | $39M | 0.3% | 2026-Q2 |
| Nuveen, LLC trimmed | 75,505 | $38M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 73,140 | $37M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 72,821 | $37M | 0.3% | 2026-Q2 |
| Shellback Capital, LP new | 72,663 | $37M | 0.3% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 70,807 | $36M | 0.3% | 2026-Q2 |
| Jain Global LLC added | 68,129 | $34M | 0.3% | 2026-Q2 |
| Freestone Grove Partners LP trimmed | 64,662 | $33M | 0.3% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 61,002 | $31M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 60,220 | $30M | 0.2% | 2026-Q2 |
| 12th Street Asset Management Company, LLC trimmed | 55,105 | $28M | 0.2% | 2026-Q2 |
| NATIXIS added | 53,061 | $27M | 0.2% | 2026-Q2 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT added | 52,000 | $26M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System added | 50,207 | $25M | 0.2% | 2026-Q2 |
| PINNACLE ASSOCIATES LTD trimmed | 50,115 | $25M | 0.2% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 49,454 | $25M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO added | 49,150 | $25M | 0.2% | 2026-Q2 |
| Tidal Investments LLC added | 48,093 | $24M | 0.2% | 2026-Q2 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 47,269 | $24M | 0.2% | 2026-Q2 |
| GLENMEDE TRUST CO NA trimmed | 43,500 | $22M | 0.2% | 2026-Q2 |
| MARSHALL WACE, LLP added | 43,486 | $22M | 0.2% | 2026-Q2 |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD added | 41,537 | $21M | 0.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 40,880 | $21M | 0.2% | 2026-Q2 |
| WCM INVESTMENT MANAGEMENT, LLC trimmed | 40,321 | $20M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 39,928 | $14M | 0.1% | 2026-Q2 |
| Legal & General Group Plc trimmed | 39,848 | $20M | 0.2% | 2026-Q2 |
| Jupiter Topco LLC new | 39,537 | $20M | 0.2% | 2026-Q2 |
| Shannon River Fund Management LLC new | 39,473 | $20M | 0.2% | 2026-Q2 |
| Applied Fundamental Research, LLC added | 37,923 | $19M | 0.1% | 2026-Q2 |
| Impax Asset Management Group plc added | 37,737 | $19M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 36,555 | $18M | 0.1% | 2026-Q2 |
| STRS OHIO added | 35,436 | $18M | 0.1% | 2026-Q2 |
| Dana Investment Advisors, Inc. trimmed | 34,905 | $18M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 34,839 | $18M | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 33,229 | $17M | 0.1% | 2026-Q2 |
| First Washington CORP trimmed | 32,989 | $17M | 0.1% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 31,944 | $16M | 0.1% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 31,048 | $16M | 0.1% | 2026-Q2 |
| Jump Financial, LLC added | 29,071 | $15M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 28,865 | $15M | 0.1% | 2026-Q2 |
| Hillsdale Investment Management Inc. added | 28,275 | $14M | 0.1% | 2026-Q2 |
| TORTOISE CAPITAL ADVISORS, L.L.C. added | 28,152 | $14M | 0.1% | 2026-Q2 |
| Callahan Advisors, LLC trimmed | 28,125 | $14M | 0.1% | 2026-Q2 |
| First Eagle Investment Management, LLC trimmed | 28,037 | $14M | 0.1% | 2026-Q2 |
| Weiss Asset Management LP added | 28,012 | $14M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 27,481 | $14M | 0.1% | 2026-Q2 |
| Aristotle Capital Boston, LLC trimmed | 27,361 | $14M | 0.1% | 2026-Q2 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 27,250 | $14M | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 27,201 | $14M | 0.1% | 2026-Q2 |
| Creative Planning added | 26,314 | $13M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 25,686 | $13M | 0.1% | 2026-Q2 |
| Catalyst Funds Management Pty Ltd added | 25,280 | $13M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.