DYCOM INDUSTRIES INC (DY) — Institutional Holders, Q2 2026

621 institutional investment managers reported a DY position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $14.1B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← DY stock profile

DY in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

156

Added to

184

Trimmed

207

Sold out

Biggest buyers

PECONIC PARTNERSAdded · +330,000 sh+$166.8M
JANE STREET GROUPNew · +225,036 sh+$113.8M
LOS ANGELES CAPITAL MANAGEMENTNew · +164,583 sh+$83.2M
FULLER & THALER ASSET MANAGEMENTNew · +155,711 sh+$78.7M
WESTFIELD CAPITAL MANAGEMENTNew · +141,978 sh+$71.8M

Biggest sellers

BlackRockTrimmed · -870,223 sh-$440.0M
PRICE T ROWE ASSOCIATESTrimmed · -303,247 sh-$153.3M
MILLENNIUM MANAGEMENTTrimmed · -212,055 sh-$107.2M
FRANKLIN RESOURCESTrimmed · -180,126 sh-$91.1M
GEODE CAPITAL MANAGEMENTTrimmed · -169,746 sh-$85.8M

DY 13F holders ranked 1–100 of 621

Institutional investors reporting a position in DYCOM INDUSTRIES INC on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	PECONIC PARTNERS#1 · 4,443,320 sh	4,443,320	$2.2B	27.92%	+8.0%
2	BlackRock#2 · 2,993,578 sh	2,993,578	$1.5B	0.02%	-22.5%
3	VANGUARD CAPITAL MANAGEMENT#3 · 1,353,000 sh	1,353,000	$684.1M	0.01%	+4.9%
4	VANGUARD PORTFOLIO MANAGEMENT#4 · 1,277,931 sh	1,277,931	$646.1M	0.03%	-4.4%
5	Hill City Capital#5 · 1,009,784 sh	1,009,784	$510.5M	13.04%	0.0%
6	FMR#6 · 936,407 sh	936,407	$473.4M	0.02%	-2.4%
7	STATE STREET#7 · 935,699 sh	935,699	$473.1M	0.01%	-13.1%
8	FIRST ADVISORS#8 · 908,588 sh	908,588	$459.4M	0.27%	+13.8%
9	GEODE CAPITAL MANAGEMENT#9 · 660,733 sh	660,733	$334.1M	0.02%	-20.4%
10	MILLENNIUM MANAGEMENT#10 · 593,715 sh	593,715	$300.2M	0.11%	-26.3%
11	BANK OF AMERICA#11 · 534,374 sh	534,374	$270.2M	0.02%	+19.9%
12	DIMENSIONAL FUND ADVISORS#12 · 478,612 sh	478,612	$242.0M	0.04%	-16.8%
13	Invesco Ltd.#13 · 412,022 sh	412,022	$208.3M	0.02%	+8.7%
14	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#14 · 409,139 sh	409,139	$206.9M	0.09%	+3.3%
15	RAYMOND JAMES FINANCIAL#15 · 384,716 sh	384,716	$194.5M	0.05%	+53.0%
16	NORDEA INVESTMENT MANAGEMENT AB#16 · 380,637 sh	380,637	$194.2M	0.16%	-20.3%
17	CHARLES SCHWAB INVESTMENT MANAGEMENT#17 · 346,896 sh	346,896	$175.4M	0.02%	-17.3%
18	MORGAN STANLEY#18 · 340,447 sh	340,447	$172.1M	<0.01%	-2.0%
19	NORGES BANK#19 · 283,056 sh	283,056	$143.1M	0.01%	—
20	Alyeska Investment Group, L.P.#20 · 280,486 sh	280,486	$141.8M	0.36%	-20.8%
21	VOYA INVESTMENT MANAGEMENT#21 · 273,526 sh	273,526	$138.3M	0.12%	-19.5%
22	REAVES W H#22 · 263,260 sh	263,260	$133.1M	2.02%	+6.1%
23	NORTHERN#23 · 256,640 sh	256,640	$129.8M	0.02%	-30.1%
24	PRINCIPAL FINANCIAL GROUP#24 · 233,685 sh	233,685	$118.1M	0.06%	-16.1%
25	MIRAE ASSET GLOBAL ETFS Ltd.#25 · 231,284 sh	231,284	$116.9M	0.14%	+2.0%
26	JANE STREET GROUP#26 · 225,036 sh	225,036	$113.8M	<0.01%	New
27	JPMORGAN CHASE#27 · 218,833 sh	218,833	$111.6M	<0.01%	-31.6%
28	UBS Group AG#28 · 219,737 sh	219,737	$111.1M	0.01%	+34.7%
29	GOLDMAN SACHS GROUP#29 · 208,070 sh	208,070	$105.2M	<0.01%	-33.9%
30	VANGUARD FIDUCIARY#30 · 191,668 sh	191,668	$96.9M	0.02%	-7.2%
31	Point72 Asset Management, L.P.#31 · 178,570 sh	178,570	$90.3M	0.10%	+36.1%
32	Bank of New York Mellon#32 · 178,438 sh	178,438	$90.2M	0.01%	-11.1%
33	DRIEHAUS CAPITAL MANAGEMENT#33 · 172,486 sh	172,486	$87.2M	0.51%	+25.6%
34	LOS ANGELES CAPITAL MANAGEMENT#34 · 164,583 sh	164,583	$83.2M	0.31%	New
35	FULLER & THALER ASSET MANAGEMENT#35 · 155,711 sh	155,711	$78.7M	0.21%	New
36	CITADEL ADVISORS#36 · 153,980 sh	153,980	$77.9M	<0.01%	+105.9%
37	Squarepoint Ops#37 · 152,596 sh	152,596	$77.2M	0.09%	+244.5%
38	HENNESSY ADVISORS#38 · 143,600 sh	143,600	$72.6M	2.32%	0.0%
39	WESTFIELD CAPITAL MANAGEMENT#39 · 141,978 sh	141,978	$71.8M	0.23%	New
40	NEUMEIER POMA INVESTMENT COUNSEL#40 · 120,636 sh	120,636	$61.0M	4.18%	-9.9%
41	Bornite Capital Management#41 · 106,260 sh	106,260	$53.7M	6.76%	+1.0%
42	SUSQUEHANNA INTERNATIONAL GROUP, LLP#42 · 100,514 sh	100,514	$50.8M	<0.01%	+297.6%
43	NOMURA ASSET MANAGEMENT INTERNATIONAL#43 · 99,178 sh	99,178	$50.1M	0.08%	+22.1%
44	LMR Partners LLP#44 · 93,598 sh	93,598	$47.3M	0.18%	New
45	HRT FINANCIAL#45 · 88,975 sh	88,975	$45.0M	0.11%	New
46	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#46 · 87,046 sh	87,046	$44.0M	<0.01%	+36.4%
47	BNP PARIBAS FINANCIAL MARKETS#47 · 83,968 sh	83,968	$42.5M	0.01%	+15.4%
48	RHUMBLINE ADVISERS#48 · 81,282 sh	81,282	$41.1M	0.03%	-11.1%
49	Cartenna Capital#49 · 80,000 sh	80,000	$40.4M	0.96%	New
50	AMERICAN CENTURY COMPANIES#50 · 77,335 sh	77,335	$39.1M	0.02%	-28.5%
51	Nuveen#51 · 75,505 sh	75,505	$38.2M	<0.01%	-63.9%
52	WELLS FARGO & COMPANY#52 · 73,140 sh	73,140	$37.0M	<0.01%	-6.0%
53	AMERIPRISE FINANCIAL#53 · 72,821 sh	72,821	$36.8M	<0.01%	-55.9%
54	Shellback Capital#54 · 72,663 sh	72,663	$36.7M	3.22%	New
55	PRICE T ROWE ASSOCIATES#55 · 70,807 sh	70,807	$35.8M	<0.01%	-81.1%
56	Jain Global#56 · 68,129 sh	68,129	$34.4M	0.14%	+2250.9%
57	Freestone Grove Partners#57 · 64,662 sh	64,662	$32.7M	0.21%	-60.5%
58	ExodusPoint Capital Management#58 · 61,002 sh	61,002	$30.8M	0.20%	+180.6%
59	Swiss National Bank#59 · 60,220 sh	60,220	$30.4M	0.02%	+1.6%
60	12th Street Asset Management Company#60 · 55,105 sh	55,105	$27.9M	3.97%	-19.5%
61	NATIXIS#61 · 53,061 sh	53,061	$26.8M	0.11%	+2794.8%
62	CUSHING ASSET MANAGEMENT, dba NXG INVESTMENT MANAGEMENT#62 · 52,000 sh	52,000	$26.3M	—	+44.4%
63	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#63 · 50,207 sh	50,207	$25.4M	0.01%	+3.4%
64	PINNACLE ASSOCIATES LTD#64 · 50,115 sh	50,115	$25.3M	—	-3.3%
65	Connor, Clark & Lunn Investment Management Ltd.#65 · 49,454 sh	49,454	$25.0M	0.05%	+286.8%
66	SEI INVESTMENTS#66 · 49,150 sh	49,150	$24.8M	0.02%	+43.5%
67	Toroso Investments#67 · 48,093 sh	48,093	$24.3M	0.04%	+25.2%
68	WILLIAM BLAIR INVESTMENT MANAGEMENT#68 · 47,269 sh	47,269	$23.9M	0.07%	-4.1%
69	GLENMEDE NA#69 · 43,500 sh	43,500	$22.0M	0.10%	-4.7%
70	MARSHALL WACE, LLP#70 · 43,486 sh	43,486	$22.0M	0.02%	New
71	WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD#71 · 41,537 sh	41,537	$21.0M	—	+84.3%
72	RENAISSANCE TECHNOLOGIES#72 · 40,880 sh	40,880	$20.7M	0.03%	+12.8%
73	WCM INVESTMENT MANAGEMENT#73 · 40,321 sh	40,321	$20.4M	0.04%	-3.0%
74	Legal & General Group Plc#74 · 39,848 sh	39,848	$20.1M	<0.01%	-5.9%
75	Jupiter Topco#75 · 39,537 sh	39,537	$20.0M	<0.01%	—
76	Shannon River Fund Management#76 · 39,473 sh	39,473	$20.0M	1.78%	New
77	Applied Fundamental Research#77 · 37,923 sh	37,923	$19.2M	22.68%	+8.4%
78	Impax Asset Management Group plc#78 · 37,737 sh	37,737	$19.1M	0.12%	+25.8%
79	AQR CAPITAL MANAGEMENT#79 · 36,555 sh	36,555	$18.5M	<0.01%	-7.8%
80	STRS OHIO#80 · 35,436 sh	35,436	$17.9M	0.07%	+170.5%
81	Dana Investment Advisors#81 · 34,905 sh	34,905	$17.6M	0.46%	-13.4%
82	LPL Financial#82 · 33,229 sh	33,229	$16.8M	<0.01%	+5.9%
83	First Washington#83 · 32,989 sh	32,989	$16.7M	3.99%	-1.1%
84	Advisors Asset Management#84 · 31,944 sh	31,944	$16.2M	0.25%	+4.5%
85	Retirement Systems of Alabama#85 · 31,048 sh	31,048	$15.7M	0.05%	-15.5%
86	NEW YORK STATE TEACHERS RETIREMENT SYSTEM#86 · 29,709 sh	29,709	$15.0M	—	-14.5%
87	Jump Financial#87 · 29,071 sh	29,071	$14.7M	0.12%	+708.4%
88	VANGUARD ASSET MANAGEMENT, Ltd#88 · 28,865 sh	28,865	$14.6M	<0.01%	+9.3%
89	Hillsdale Investment Management#89 · 28,275 sh	28,275	$14.3M	0.33%	+8.9%
90	TORTOISE CAPITAL ADVISORS, L.L.C.#90 · 28,152 sh	28,152	$14.2M	0.14%	+120.6%
91	Callahan Advisors#91 · 28,125 sh	28,125	$14.2M	1.07%	0.0%
92	First Eagle Investment Management#92 · 28,037 sh	28,037	$14.2M	0.02%	-10.7%
93	Weiss Asset Management#93 · 28,012 sh	28,012	$14.2M	0.15%	New
94	Russell Investments Group, Ltd.#94 · 27,481 sh	27,481	$13.9M	0.01%	+6.4%
95	Aristotle Capital Boston#95 · 27,361 sh	27,361	$13.8M	0.93%	-17.1%
96	PEREGRINE CAPITAL MANAGEMENT#96 · 27,250 sh	27,250	$13.8M	0.45%	-5.8%
97	Universal- Beteiligungs- und Servicegesellschaft mbH#97 · 27,201 sh	27,201	$13.8M	0.02%	+26.1%
98	ALLIANCEBERNSTEIN L.P.#98 · 39,928 sh	39,928	$13.5M	<0.01%	-37.3%
99	Creative Planning#99 · 26,314 sh	26,314	$13.3M	<0.01%	+24.4%
100	MANUFACTURERS LIFE INSURANCE COMPANY, THE#100 · 25,686 sh	25,686	$13.0M	0.01%	-20.0%

Funds that sold out of DY in Q2 2026 (50)

Held DY at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held DY in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Troluce Capital Advisors90,000 sh	90,000	$30.5M
KR Capital44,921 sh	44,921	$15.2M
Penn Capital Management Company44,545 sh	44,545	$15.1M
M&G Plc39,360 sh	39,360	$13.3M
Rokos Capital Management LLP38,032 sh	38,032	$12.9M
JACOBS LEVY EQUITY MANAGEMENT16,332 sh	16,332	$5.5M
SOROS FUND MANAGEMENT8,198 sh	8,198	$2.8M
Sentinel Dome Partners6,500 sh	6,500	$2.2M
OP Asset Management Ltd4,629 sh	4,629	$1.6M
Entropy Technologies4,379 sh	4,379	$1.5M
Quantitative Investment Management4,168 sh	4,168	$1.4M
Verition Fund Management3,468 sh	3,468	$1.2M
INCEPTIONR3,344 sh	3,344	$1.1M
MANGROVE PARTNERS IM2,796 sh	2,796	$947.3K
LightSquare Wealth Management2,482 sh	2,482	$841.0K
Gotham Asset Management2,321 sh	2,321	$786.4K
Virtu Financial2,025 sh	2,025	$686.0K
CIBC Bancorp USA1,541 sh	1,541	$522.1K
BALYASNY ASSET MANAGEMENT L.P.1,508 sh	1,508	$510.9K
Dakota Wealth Management1,365 sh	1,365	$462.5K
Mount Yale Investment Advisors1,296 sh	1,296	$439.1K
Walleye Trading1,219 sh	1,219	$413.0K
SkyView Investment Advisors1,219 sh	1,219	$413.0K
Gallacher Capital Management1,205 sh	1,205	$408.3K
Voleon Capital Management1,149 sh	1,149	$389.3K
Private Advisor Group1,124 sh	1,124	$380.8K
SWMG871 sh	871	$295.1K
Lido Advisors762 sh	762	$258.4K
TWINBEECH CAPITAL715 sh	715	$242.3K
World Investment Advisors639 sh	639	$216.5K
Prudent Man Advisors637 sh	637	$215.8K
South Shore Capital Advisors600 sh	600	$203.3K
BROOKFIELD260 sh	260	$88.1K
Caldwell250 sh	250	$84.7K
Kemnay Advisory Services154 sh	154	$52.2K
Advisory Services Network152 sh	152	$51.5K
Legacy Wealth Managment150 sh	150	$50.8K
GROUP ONE TRADING, L.P.147 sh	147	$49.8K
Root Financial Partners126 sh	126	$42.7K
Sound Income Strategies86 sh	86	$29.9K
Ameritas Advisory Services77 sh	77	$26.1K
TWIN PEAKS WEALTH ADVISORS58 sh	58	$19.7K
Center for Financial Planning45 sh	45	$15.2K
First Pacific Financial12 sh	12	$4.1K
Golden State Equity Partners8 sh	8	$2.7K
Annis Gardner Whiting Capital Advisors6 sh	6	$2.0K
Intentional Wealth Strategies4 sh	4	$1.4K
Vermillion Wealth Management2 sh	2	$678.00
Frazier Financial Advisors1 sh	1	$339.00
CURIO WEALTH1 sh	1	$339.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.