Follow-The-Filings

Security

DAL

Delta Air Lines Inc. Del · COM NEW

Equity holders as of 2026 Q1 (each manager’s latest book)

21 owners 1 new 3 exits max 2.3% (Lewis Sanders - Sanders C...)

grid → activity → earnings →
owners 21
rank #156
master % 0.20%
max % 2.3%
tracked value $12B
qoq N 1 A 4 R 13 E 3

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Lewis Sanders - Sanders Capital, LLC 2026 Q1 2.3% Reduce -0.03 pp 29,467,155 $2B hist
Bill Nygren / Oakmark - Harris Associates L P 2026 Q1 1.6% Reduce -0.13 pp 18,002,954 $1.2B hist
Samantha Mclemore - Patient Capital Management, LLC 2026 Q1 1.3% Reduce -0.48 pp 552,514 $37M hist
Robert Olstein - Olstein Capital Management, L.P. 2026 Q1 1.3% Exit -1.28 pp 88,000 $6M hist
Warren Buffett - Berkshire Hathaway Inc. 2026 Q1 1.0% New 1.0% 39,809,456 $2.6B hist
Richard Pzena - Pzena Investment Management LLC 2026 Q1 0.6% Reduce -0.01 pp 2,807,667 $187M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.3% Add +0.03 pp 8,439,142 $549M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.2% Reduce -0.06 pp 893,650 $59M hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Add +0.01 pp 74,552,264 $5.2B hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Add +0.03 pp 570,650 $38M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Reduce -0.02 pp 294,187 $20M hist
Natixis Advisors, LLC 2026 Q1 0.0% Reduce 0.00 pp 244,811 $16M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.01 pp 1,252,605 $87M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce 0.00 pp 455,951 $30M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce -0.01 pp 188,361 $13M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce -0.01 pp 22,104 $1M hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 10,137 $674 hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 190,809 $13M hist
First Eagle Investment Management, LLC 2026 Q1 0.0% — 12,046 $801 hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce 0.00 pp 9,695 $645 hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 4,426 $294 hist
Stanley Druckenmiller - Duquesne Family Office LLC exited 2026 Q1 last 2025 Q4 1.0% Exit -1.01 pp 650,910 $45M hist
David Tepper - Appaloosa LP exited 2026 Q1 last 2025 Q4 0.5% Exit -0.48 pp 475,000 $33M hist
Two Sigma Investments, LP exited 2025 Q4 last 2025 Q3 0.0% Exit -0.04 pp 507,325 $29M hist

21 current · 3 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
8-K 2.02,9.01 Filing Doc
10-Q 10-Q Filing Doc
8-K 5.07 Filing Doc
4 Period Jun 18, 2026 Filing Doc
4 Period Jun 18, 2026 Filing Doc
4 Period Jun 18, 2026 Filing Doc
4 Period Jun 18, 2026 Filing Doc
4 Period Jun 18, 2026 Filing Doc
4 Period Jun 18, 2026 Filing Doc
4 Period Jun 18, 2026 Filing Doc
4 Period Jun 18, 2026 Filing Doc
4 Period Jun 18, 2026 Filing Doc
4 Period Jun 18, 2026 Filing Doc
4 Period Jun 18, 2026 Filing Doc
4 Period Jun 18, 2026 Filing Doc
8-K 1.01,2.03 Filing Doc
4 Period May 27, 2026 Filing Doc
4 Period May 26, 2026 Filing Doc
4 Period May 21, 2026 Filing Doc
4 Period May 7, 2026 Filing Doc
4 Period Apr 22, 2026 Filing Doc
DEFA14A DEFINITIVE ADDITIONAL PROXY SOLICITING MATERIALS Filing Doc
4 Period Apr 14, 2026 Filing Doc
4 Period Apr 10, 2026 Filing Doc
8-K 2.02,9.01 Filing Doc

Updated 8 minutes ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $58.05B $61.64B $63.36B
Gross profit — — —
Gross margin — — —
Net income $4.61B $3.46B $5B
Net margin * 7.9% 5.6% 7.9%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $10.27B $9.84B $10.97B
Total non-current assets $63.38B $65.53B $70.35B
Total assets $73.64B $75.37B $81.32B
Total current liabilities $26.42B $26.67B $27.62B
Total non-current liabilities $36.12B $33.41B $32.84B
Total equity $11.1B $15.29B $20.85B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $6.46B $8.02B $8.34B
Cash from investing -$3.15B -$3.74B -$4.19B
Cash from financing -$3.39B -$4.26B -$3.08B
Net change in cash -$78M $26M $1.08B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders