DaveManuel.com · Institutional Ownership · Who Owns It
DYCOM INDS INC (DY)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
624
Reporting holders
$14.5B
Reported value
93.4%
Of shares outstanding
0.9%
Calls
1.6%
Puts
+101
Holder change
Institutions report 28,037,467 shares against 30,031,455 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| PECONIC PARTNERS LLC | $2.2B | 4,443,320 | 27.92% | 31q | +8.0%+$166.8M |
| BlackRock, Inc. | $1.5B | 2,993,578 | 0.02% | 8q | -22.5%-$440.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $684.1M | 1,353,000 | 0.01% | 2q | +4.9%+$32.0M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $646.1M | 1,277,931 | 0.03% | 2q | -4.4%-$30.0M |
| Hill City Capital, LP | $510.5M | 1,009,784 | 11.92% | 23q | HELD |
| FMR LLC | $473.4M | 936,407 | 0.02% | 31q | -2.4%-$11.8M |
| STATE STREET CORP | $473.1M | 935,699 | 0.01% | 31q | -13.1%-$71.1M |
| FIRST TRUST ADVISORS LP | $459.4M | 908,588 | 0.27% | 31q | +13.8%+$55.6M |
| GEODE CAPITAL MANAGEMENT, LLC | $334.1M | 660,733 | 0.02% | 31q | -20.4%-$85.8M |
| MILLENNIUM MANAGEMENT LLC | $300.5M incl. $303.4K options CALL | 593,715 | 0.11% | 31q | -26.3%-$107.3M |
| BANK OF AMERICA CORP /DE/ | $270.2M | 534,374 | 0.02% | 31q | +19.9%+$44.8M |
| DIMENSIONAL FUND ADVISORS LP | $242.0M | 478,612 | 0.04% | 31q | -16.8%-$48.9M |
| Invesco Ltd. | $208.3M | 412,022 | 0.02% | 31q | +8.7%+$16.7M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $206.9M | 409,139 | 0.09% | 5q | +3.3%+$6.5M |
| JANE STREET GROUP, LLC | $202.8M incl. $89.0M options CALL+PUT | 225,036 | 0.02% | 25q | +13588.3%+$201.3M |
| RAYMOND JAMES FINANCIAL INC | $194.6M incl. $126.0K options PUT | 384,716 | 0.05% | 7q | +53.0%+$67.5M |
| NORDEA INVESTMENT MANAGEMENT AB | $194.2M | 380,637 | 0.16% | 7q | -20.3%-$49.6M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $175.4M | 346,896 | 0.02% | 31q | -17.3%-$36.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $174.6M incl. $123.8M options CALL+PUT | 100,514 | 0.01% | 31q | +297.6%+$130.7M |
| MORGAN STANLEY | $172.1M | 340,447 | 0.01% | 35q | -2.0%-$3.5M |
| NORGES BANK | $143.1M | 283,056 | 0.01% | 32q | +394.7%+$114.2M |
| Alyeska Investment Group, L.P. | $141.8M | 280,486 | 0.36% | 4q | -20.8%-$37.3M |
| VOYA INVESTMENT MANAGEMENT LLC | $138.3M | 273,526 | 0.12% | 31q | -19.5%-$33.5M |
| CITADEL ADVISORS LLC | $134.2M incl. $56.3M options CALL+PUT | 153,980 | 0.02% | 31q | +105.9%+$69.0M |
| REAVES W H & CO INC | $133.1M | 263,260 | 2.02% | 9q | +6.1%+$7.6M |
| NORTHERN TRUST CORP | $129.8M | 256,640 | 0.02% | 31q | -30.1%-$55.8M |
| PRINCIPAL FINANCIAL GROUP INC | $118.1M | 233,685 | 0.06% | 31q | -16.1%-$22.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $116.9M | 231,284 | 0.14% | 9q | +2.0%+$2.3M |
| JPMORGAN CHASE & CO | $111.6M | 218,833 | 0.01% | 31q | -31.6%-$51.6M |
| UBS Group AG | $111.1M | 219,737 | 0.01% | 31q | +34.7%+$28.6M |
| GOLDMAN SACHS GROUP INC | $105.2M | 208,070 | 0.01% | 31q | -33.9%-$53.9M |
| Point72 Asset Management, L.P. | $97.5M incl. $7.2M options CALL+PUT | 178,570 | 0.11% | 8q | +36.1%+$25.8M |
| VANGUARD FIDUCIARY TRUST CO | $96.9M | 191,668 | 0.02% | 2q | -7.2%-$7.5M |
| Bank of New York Mellon Corp | $90.2M | 178,438 | 0.01% | 31q | -11.1%-$11.3M |
| Driehaus Capital Management LLC | $87.2M | 172,486 | 0.51% | 5q | +25.6%+$17.8M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $83.2M | 164,583 | 0.31% | 5q | +32426.3%+$83.0M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $78.7M | 155,711 | 0.21% | new | NEW |
| Squarepoint Ops LLC | $77.6M incl. $404.5K options PUT | 152,596 | 0.09% | 12q | +244.5%+$55.0M |
| HENNESSY ADVISORS INC | $72.6M | 143,600 | 2.32% | 7q | HELD |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $71.8M | 141,978 | 0.23% | new | NEW |
| IMC-Chicago, LLC | $65.2M incl. $57.4M options CALL+PUT | 15,377 | 0.02% | 2q | HELD |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | $61.0M | 120,636 | 4.18% | 17q | -9.9%-$6.7M |
| Bornite Capital Management LP | $53.7M | 106,260 | 6.76% | 2q | +1.0%+$535.9K |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $50.1M | 99,178 | 0.08% | 3q | +22.1%+$9.1M |
| LMR Partners LLP | $47.3M | 93,598 | 0.18% | new | NEW |
| HRT FINANCIAL LP | $45.0M | 88,975 | 0.08% | new | NEW |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $44.0M | 87,046 | 0.01% | 31q | +36.4%+$11.7M |
| WELLS FARGO & COMPANY/MN | $43.0M incl. $6.1M options CALL+PUT | 73,140 | 0.01% | 31q | -6.0%-$2.7M |
| BNP PARIBAS FINANCIAL MARKETS | $42.5M | 83,968 | 0.01% | 31q | +15.4%+$5.7M |
| RHUMBLINE ADVISERS | $41.1M | 81,282 | 0.03% | 31q | -11.1%-$5.1M |
| Cartenna Capital, LP | $40.4M | 80,000 | 0.96% | new | NEW |
| AMERICAN CENTURY COMPANIES INC | $39.1M | 77,335 | 0.02% | 31q | -28.5%-$15.6M |
| Nuveen, LLC | $38.2M | 75,505 | 0.01% | 6q | -63.9%-$67.6M |
| AMERIPRISE FINANCIAL INC | $36.8M | 72,821 | 0.01% | 31q | -55.9%-$46.7M |
| Shellback Capital, LP | $36.7M | 72,663 | 3.22% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $35.8M | 70,807 | 0.00% | 31q | -81.1%-$153.3M |
| Jain Global LLC | $34.4M | 68,129 | 0.14% | 3q | +2250.9%+$33.0M |
| Freestone Grove Partners LP | $32.7M | 64,662 | 0.21% | 6q | -60.5%-$50.0M |
| ExodusPoint Capital Management, LP | $30.8M | 61,002 | 0.20% | 2q | +180.6%+$19.9M |
| Swiss National Bank | $30.4M | 60,220 | 0.02% | 31q | +1.6%+$485.4K |
| First Eagle Investment Management, LLC | $28.4M | 56,074 | 0.02% | 6q | +78.6%+$12.5M |
| 12th Street Asset Management Company, LLC | $27.9M | 55,105 | 3.97% | 6q | -19.5%-$6.8M |
| NATIXIS | $26.8M | 53,061 | 0.11% | 23q | +2794.8%+$25.9M |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | $26.3M | 52,000 | 1.18% | 3q | +44.4%+$8.1M |
| California Public Employees Retirement System | $25.4M | 50,207 | 0.01% | 4q | +3.4%+$826.1K |
| PINNACLE ASSOCIATES LTD | $25.3M | 50,115 | 0.28% | 26q | -3.3%-$861.5K |
| Connor, Clark & Lunn Investment Management Ltd. | $25.0M | 49,454 | 0.05% | 6q | +286.8%+$18.5M |
| SEI INVESTMENTS CO | $24.8M | 49,150 | 0.02% | 31q | +43.5%+$7.5M |
| BARCLAYS PLC | $24.4M incl. $11.6M options CALL+PUT | 25,247 | 0.00% | 31q | +32.4%+$6.0M |
| Tidal Investments LLC | $24.3M | 48,093 | 0.04% | 11q | +25.2%+$4.9M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $23.9M | 47,269 | 0.07% | 4q | -4.1%-$1.0M |
| GLENMEDE TRUST CO NA | $22.0M | 43,500 | 0.10% | 29q | -4.7%-$1.1M |
| MARSHALL WACE, LLP | $22.0M | 43,486 | 0.02% | new | NEW |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | $21.0M | 41,537 | 5.77% | 3q | +84.3%+$9.6M |
| RENAISSANCE TECHNOLOGIES LLC | $20.7M | 40,880 | 0.03% | 2q | +12.8%+$2.3M |
| WCM INVESTMENT MANAGEMENT, LLC | $20.4M | 40,321 | 0.04% | 4q | -3.0%-$632.0K |
| Legal & General Group Plc | $20.1M | 39,848 | 0.00% | 31q | -5.9%-$1.3M |
| Jupiter Topco LLC | $20.0M | 39,537 | 0.01% | new | FIRST |
| Shannon River Fund Management LLC | $20.0M | 39,473 | 1.78% | new | NEW |
| Applied Fundamental Research, LLC | $19.2M | 37,923 | 22.68% | 23q | +8.4%+$1.5M |
| Impax Asset Management Group plc | $19.1M | 37,737 | 0.12% | 14q | +25.8%+$3.9M |
| AQR CAPITAL MANAGEMENT LLC | $18.5M | 36,555 | 0.01% | 30q | -7.8%-$1.6M |
| STRS OHIO | $17.9M | 35,436 | 0.07% | 18q | +170.5%+$11.3M |
| Dana Investment Advisors, Inc. | $17.6M | 34,905 | 0.46% | 10q | -13.4%-$2.7M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $17.6M | 34,839 | 0.02% | 31q | +2.9%+$488.9K |
| LPL Financial LLC | $16.8M | 33,229 | 0.00% | 15q | +5.9%+$942.4K |
| First Washington CORP | $16.7M | 32,989 | 4.06% | 31q | -1.1%-$193.1K |
| Advisors Asset Management, Inc. | $16.2M | 31,944 | 0.25% | 17q | +4.5%+$702.3K |
| Retirement Systems of Alabama | $15.7M | 31,048 | 0.05% | 3q | -15.5%-$2.9M |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $15.0M | 29,709 | 0.03% | 31q | -14.5%-$2.5M |
| Jump Financial, LLC | $14.7M | 29,071 | 0.12% | 5q | +708.4%+$12.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | $14.6M | 28,865 | 0.01% | 2q | +9.3%+$1.2M |
| Hillsdale Investment Management Inc. | $14.3M | 28,275 | 0.33% | 9q | +8.9%+$1.2M |
| TORTOISE CAPITAL ADVISORS, L.L.C. | $14.2M | 28,152 | 0.14% | 2q | +120.6%+$7.8M |
| Callahan Advisors, LLC | $14.2M | 28,125 | 1.07% | 12q | HELD |
| Weiss Asset Management LP | $14.2M | 28,012 | 0.15% | new | NEW |
| Russell Investments Group, Ltd. | $13.9M | 27,481 | 0.01% | 31q | +6.4%+$840.3K |
| Aristotle Capital Boston, LLC | $13.8M | 27,361 | 0.93% | 32q | -17.1%-$2.9M |
| PEREGRINE CAPITAL MANAGEMENT LLC | $13.8M | 27,250 | 0.45% | 31q | -5.8%-$847.4K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $13.8M | 27,201 | 0.02% | 6q | +26.1%+$2.8M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-07 | 13G | Millennium Management LLCwith 2 co-filers | 5.4% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-25 | 2026-08-25 | Directors or officers departed or appointed | filing |
| 2026-08-04 | 2026-08-04 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-09 | Peyovich Daniel S | President & CEO | Bought | 850 | $252.2K |
| 2026-09-01 | Fallon David Joseph | Director | Bought | 700 | $200.8K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 138 | $199.7M | 746,449 | 20 | 43 | 48 | 0.5% |
| Q2 2026 | 624 | $14.5B | 28,037,467 | 151 | 183 | 204 | 2.5% |
| Q1 2026 | 523 | $9.7B | 28,515,826 | 85 | 199 | 145 | 1.0% |
| Q4 2025 | 503 | $9.5B | 27,787,373 | 110 | 140 | 142 | 1.0% |
| Q3 2025 | 422 | $8.4B | 28,687,438 | 66 | 144 | 139 | 0.9% |
| Q2 2025 | 410 | $6.8B | 27,224,002 | 92 | 110 | 144 | 1.6% |
| Q1 2025 | 351 | $4.4B | 28,548,001 | 52 | 101 | 128 | 0.8% |
| Q4 2024 | 352 | $5.0B | 28,496,313 | 43 | 112 | 112 | 0.9% |
| Q3 2024 | 356 | $5.5B | 27,756,025 | 64 | 95 | 126 | 0.8% |
| Q2 2024 | 329 | $4.8B | 27,910,583 | 65 | 101 | 105 | 1.0% |
| Q1 2024 | 296 | $4.1B | 28,235,058 | 47 | 70 | 114 | 0.6% |
| Q4 2023 | 275 | $3.3B | 28,889,798 | 40 | 79 | 89 | 0.6% |
| Q3 2023 | 250 | $2.5B | 28,281,751 | 37 | 64 | 95 | 0.9% |
| Q2 2023 | 262 | $3.2B | 28,243,111 | 34 | 70 | 99 | 1.2% |
| Q1 2023 | 270 | $2.8B | 29,794,855 | 60 | 89 | 79 | 1.1% |
| Q4 2022 | 258 | $2.7B | 28,485,868 | 27 | 83 | 100 | 0.6% |
| Q3 2022 | 268 | $3.5B | 35,957,163 | 47 | 77 | 98 | 0.5% |
| Q2 2022 | 237 | $3.4B | 36,104,203 | 26 | 72 | 91 | 0.4% |
| Q1 2022 | 253 | $3.3B | 34,300,582 | 39 | 72 | 81 | 0.3% |
| Q4 2021 | 238 | $5.7B | 60,450,456 | 37 | 54 | 87 | 0.3% |
| Q3 2021 | 218 | $3.4B | 47,375,103 | 20 | 59 | 85 | 0.8% |
| Q2 2021 | 225 | $3.7B | 48,763,281 | 26 | 60 | 84 | 1.0% |
| Q1 2021 | 246 | $4.1B | 43,552,845 | 31 | 52 | 107 | 1.4% |
| Q4 2020 | 248 | $4.1B | 53,998,837 | 35 | 60 | 103 | 1.1% |
| Q3 2020 | 223 | $2.9B | 55,034,523 | 37 | 54 | 84 | 0.5% |
| Q2 2020 | 208 | $6.3B | 154,504,704 | 47 | 61 | 66 | 0.3% |
| Q1 2020 | 190 | $4.9B | 190,386,683 | 21 | 75 | 54 | 0.3% |
| Q4 2019 | 237 | $4.1B | 98,870,249 | 27 | 78 | 74 | 1.0% |
| Q3 2019 | 237 | $4.3B | 88,714,371 | 34 | 65 | 83 | 0.6% |
| Q2 2019 | 244 | $3.2B | 53,919,347 | 34 | 83 | 80 | 1.3% |
| Q1 2019 | 254 | $2.3B | 49,020,044 | 37 | 90 | 76 | 1.8% |
| Q4 2018 | 259 | $2.7B | 49,859,936 | 3 | 7 | 5 | 1.2% |