$DY

$233.00 -$1.00 (0.43%) After hours

$DY Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 30.2M shares outstanding

Who owns DY?

By type of holder

Institutions 92.5% Insiders 1.3% Everyone else 6.2%

Concentration Top 10 holders own 50.1%

Peconic Partners LLC 14.7% · BlackRock, Inc. 9.9%

Institutional ownership

92.5%

-2.1 pts vs last qtr

Institutional holders

618

+99 vs last qtr

Net shares bought

−630.9K

by institutions in Q2 2026

New / sold out

158 / 59

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Peconic Partners LLC +330.0K
Norges Bank NEW +283.1K

Biggest sellers in Q2 2026

BlackRock, Inc. −870.2K
Price T Rowe Associates Inc /MD/ −303.2K

Who is planning to sell?

Notices of proposed sale, last 12 months

$1.51M

2 notices from 2 people

Shares covered

4.6K

0.02% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Eitan Gertel Director $1.24M
Fritzsche Jennifer M Director $274K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2026

−11.2%

−1.30% a year

Each share's claim on the business

+12.5%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$633M vs $209M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years75% 3–5 years2% 1–3 years12% Under 1 year11%

Quarterly turnover

13.6%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting DY on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
PP Peconic Partners LLC	4.4M	14.73%	+330.0K (+8.0%)	≤2021	27.9%
Shares held by quarter Peak holding4.4M (Q2'26) Change over 8 quarters+824.8K Share of the company14.730% Peconic Partners LLC's full portfolio →
B BlackRock, Inc.	3.0M	9.93%	−870.2K (−22.5%)	≤2021	0.0%
Shares held by quarter Peak holding4.8M (Q3'24) Change over 8 quarters−1.8M Share of the company9.930% BlackRock, Inc.'s full portfolio →

Peconic Partners LLC

4.4M

% of company

14.73%

Change vs last qtr

+330.0K (+8.0%)

Held since

≤2021

BlackRock, Inc.

3.0M

% of company

9.93%

Change vs last qtr

−870.2K (−22.5%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Dycom Industries Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting DY on Form N-PORT; together they hold 42.6% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Mid-Cap ETF iShares Trust	$519M	1.0M	3.41%	0.42%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$482M	953.4K	3.16%	0.02%	June 30, 2026

iShares Core S&P Mid-Cap ETF

iShares Trust

Position value

$519M

% of company

3.41%

% of the fund

0.42%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$482M

% of company

3.16%

% of the fund

0.02%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Dycom Industries Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
DH DeFerrari H Andrew Insider	171.0K	0.57%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.570% DeFerrari H Andrew's insider activity →
PD Peyovich Daniel S Insider	71.3K	0.24%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.240% Peyovich Daniel S's insider activity →

DeFerrari H Andrew

Insider

171.0K

% of company

0.57%

Change vs last qtr

—

Held since

—

Peyovich Daniel S

Insider

71.3K

% of company

0.24%

Change vs last qtr

—

Held since

—

17 more holders behind a free account

See every insider and 5%+ holder of Dycom Industries Inc.

Comments