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DAL Delta Air Lines

Industrials, filed as DELTA AIR LINES INC DEL (COM NEW), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 3 managers in 2026 Q2, sold by 2

  • 7 Owners
  • #141
  • Max 2.7%
  • Master 0.59%
  • $10.1B
  • 1 new 2 add 2 reduce 2 small

In 2026 Q2, 1 manager opened a position, 2 added, and 2 trimmed.

Who owns this now

Largest portfolio weights among holders, up to 2.7% (Lewis Sanders, Sanders Capital). Not free-float ownership.

  1. Lewis Sanders Reduce 2.7%
  2. Bill Nygren / Oakmark Reduce 2.2%
  3. Warren Buffett Add 1.8%
  4. Samantha Mclemore Reduce 1.3%
  5. Stanley Druckenmiller New 1.1%
  6. Richard Pzena Reduce 0.72%

Who owns DAL

Sorted by value, long equity only, as of 2026 Q2.

History
Warren Buffett, Berkshire Hathaway 1.8%, was 1.0% Add +44.0% 57,320,000 $5.4B History
Lewis Sanders, Sanders Capital 2.7% Small trim −1.1% 29,129,629 $2.7B History
Bill Nygren / Oakmark, Harris Associates L P 2.2% Small trim −3.7% 17,329,926 $1.6B History
Richard Pzena, Pzena Investment Management 0.72% Reduce −6.7% 2,618,707 $245M History
Stanley Druckenmiller, Duquesne Family Office 1.1% New 1.1% 603,000 $56M History
Samantha Mclemore, Patient Capital Management 1.3%, was 1.3% Reduce −22.0% 431,215 $40M History
First Eagle Investment Management <0.01% Add +26.3% 15,212 $1.4M History

7 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by DAL's executives, directors and 10% owners in the last 12 months, from their Form 4s

All DAL insider trades
  • None no insider bought on the open market
  • $122M sold by 12 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Michael P Huerta Director
    Sale
    $292K 3,100 shares at $94.12 8.7% of stake
    Traded Aug 5 Filed Aug 6
    ↗
  2. Steven M Sear EVP - Global Sales & Distrib
    Sale
    $3.8M 40,460 shares at $93.55 28% of stake
    Traded Aug 5 Filed Aug 6
    ↗
  3. Peter W Carter President
    Sale
    $3.7M 39,900 shares at $92.98 8.6% of stake
    Traded Aug 4 Filed Aug 5
    ↗
  4. Alain Bellemare EVP & Pres. - International
    Sale
    $3.2M 35,000 shares at $92.72 27% of stake
    Traded Aug 4 Filed Aug 5
    ↗
  5. Edward H Bastian CEO
    Sale
    $19.2M 206,510 shares at $92.80 13% of stake
    Traded Aug 4 Filed Aug 5
    ↗
  6. David G Dewalt Director
    Sale
    $2.9M 31,756 shares at $90.85 59% of stake
    Traded Aug 3 Filed Aug 5
    ↗
  7. Allison C Ausband EVP & Chief People Officer
    Sale
    $800K 10,000 shares at $79.95 7.2% of stake
    Traded May 26–27 Filed May 28
    ↗
  8. Alain Bellemare EVP & Pres. - International
    Sale
    $2M 25,000 shares at $81.44 21% of stake
    Traded May 27 Filed May 28
    ↗
  9. Allison C Ausband EVP & Chief People Officer
    Sale
    $1.1M 14,710 shares at $75.15 9.6% of stake
    Traded May 21–22 Filed May 26
    ↗
  10. Alain Bellemare EVP & Pres. - International
    Sale
    $1.5M 20,621 shares at $72.75 15% of stake
    Traded May 7 Filed May 8
    ↗
  11. John E Laughter EVP & Chief of Operations
    Sale
    $1.1M 15,000 shares at $71.61 22% of stake
    Traded Apr 14 Filed Apr 15
    ↗
  12. John E Laughter EVP & Chief of Operations
    Sale
    $4.7M 69,304 shares at $68.15 50% of stake
    Traded Apr 10 Filed Apr 13
    ↗
  13. Edward H Bastian CEO
    Sale
    $7M 100,000 shares at $70.26 6.8% of stake
    Traded Feb 26 Filed Feb 27
    ↗
  14. Steven M Sear EVP - Global Sales & Distrib
    Sale
    $2.9M 38,600 shares at $75.05 27% of stake
    Traded Feb 9 Filed Feb 10
    ↗
  15. Glen W Hauenstein President
    Sale
    $31.4M 426,933 shares at $73.47 60% of stake
    Traded Feb 6–9 Filed Feb 10
    ↗

Also filed in the last 12 months, not counted as buying or selling: 39 share withholdings for taxes, 36 stock grants, and 14 option exercises.

Congress

5 members of Congress traded DAL in the last three years: 4 buys and 6 sales. 6 members listed it in 2025 annual reports.

All Congress trades
  1. Lisa C. McClain R-MI-9Spouse Sell $1K–$15K Oct 31, 2025 filed Nov 21, 2025
  2. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Oct 30, 2025 filed Nov 21, 2025
  3. Lisa C. McClain R-MI-9Spouse Sell $1K–$15K Oct 30, 2025 filed Nov 21, 2025
  4. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Jun 17, 2025 filed Aug 13, 2025
  5. Jefferson Shreve R-IN-6 Sell $15K–$50K May 12, 2025 filed Jun 22, 2025
  6. Julie Johnson D-TX-32Joint Sell $1K–$15K Apr 1, 2025 filed May 14, 2025

SEC filings

Recent issuer filings from EDGAR, 14 shown.

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 5.07 Filing Doc
8-K 1.01,2.03 Filing Doc
SCHEDULE 13D/A — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
DEF 14A DEFINITIVE PROXY STATEMENT Filing Doc
DEFA14A DEFINITIVE ADDITIONAL PROXY SOLICITING MATERIALS Filing Doc
10-Q Filing Doc

Source: SEC EDGAR submissions, updated 12 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $58.05B $61.64B $63.36B
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 -$0.078B $0.026B $1.08B

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.