有価証券レコード · アーカイブ済み四半期

DY

Dycom Industries, Inc. · Industrials · Engineering & Construction

266.99 -0.8% 時価総額 $8.02B 株価は遅延表示（FMP） · 時点 Oct 12 22:08 UTC — 下記ファイリングデータとは別個

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024

131追跡対象保有者

+3Δ保有者数

18.55M保有株数

$6.27B報告済み評価額

+9新規ポジション

−7解消銘柄

Rising コンビクションスコア 44/100 算出方法 → リサーチデスクで解説する →

モメンタム指標（同類マネージャー）：保有者の広がり +2.3% · 株式フロー +4.4% · 新規ネットポジション数 +1.5% — 計算式
幅広い買い集め — より多くの保有者にわたって株式数が増加

すべての保有状況データ：追跡対象13Fマネージャーのみ、普通株ポジション、報告期間 Q1 2026

保有状況の推移

四半期	保有者	Δ	株数	報告済み評価額	新規	解消銘柄
Q2 2026	132	+6	17.04M	$8.61B	+15	−11
Q1 2026	131	+3	18.55M	$6.27B	+9	−7
Q4 2025	127	-1	19.27M	$6.52B	+2	−2
Q3 2025	20	0	13.35M	$3.90B	+1	−2
Q2 2025	18	+2	11.56M	$2.82B	+2	—
Q1 2025	13	0	4.25M	$646.71M	+1	−1
Q4 2024	13	0	4.12M	$716.83M	+1	−1
Q3 2024	12	-1	2.88M	$568.40M	+1	−2
Q2 2024	13	—	2.94M	$495.78M	—	—

保有者数

保有者情報 · Q1 2026

#	運用会社	株数	Δ株式数	時価	そのウェイト		保有中
1	BlackRock ✦ (パッシブ)	3.86M	+4.2%	$1.31B	0.0%	▲ Add	4	SEC ↗ ×17
2	Vanguard Capital Management Llc	1.29M	—	$436.97M	0.0%	n/c	1	SEC ↗
3	State Street Global Advisors ✦ (パッシブ)	1.08M	+5.0%	$364.71M	0.0%	▲ Add	6	SEC ↗
4	Fidelity (FMR) ✦	959.78K	+6.6%	$325.19M	0.0%	▲ Add	4	SEC ↗ ×4
5	Geode Capital Management ✦ (パッシブ)	830.48K	+14.2%	$281.43M	0.0%	▲ Add	8	SEC ↗ ×2
6	Millennium Management ✦	805.77K	-17.2%	$273.01M	0.2%	▼ Trim	8	SEC ↗
7	First Trust Advisors Lp	798.70K	+27.8%	$270.62M	0.2%	▲ Add	2	SEC ↗
8	Dimensional Fund Advisors Lp	575.26K	-5.0%	$194.88M	0.0%	▼ Trim	2	SEC ↗ ×5
9	Nordea Investment Management Ab	477.87K	+17.8%	$157.80M	0.1%	▲ Add	2	SEC ↗ ×4
10	Bank Of America Corp /De/	445.83K	+6.1%	$151.06M	0.0%	▲ Add	2	SEC ↗ ×5
11	Charles Schwab Investment…	419.37K	+0.6%	$142.09M	0.0%	▲ Add	2	SEC ↗
12	Arrowstreet Capital ✦	396.24K	+19.9%	$134.25M	0.1%	▲ Add	4	SEC ↗
13	Invesco Ltd.	379.03K	+183.5%	$128.42M	0.0%	▲ Add	2	SEC ↗ ×8
14	T. Rowe Price ✦	374.05K	-33.0%	$126.74M	0.0%	▼ Trim	8	SEC ↗ ×2
15	Northern Trust Corp	366.95K	+5.2%	$124.33M	0.0%	▲ Add	2	SEC ↗ ×7
16	Alyeska Investment Group, L.P.	354.20K	+92.4%	$120.01M	0.3%	▲ Add	2	SEC ↗
17	Morgan Stanley ✦	347.44K	+14.6%	$117.72M	0.0%	▲ Add	3	SEC ↗ ×11
18	Voya Investment Management Llc	339.72K	+55.8%	$115.11M	0.1%	▲ Add	2	SEC ↗ ×3
19	Goldman Sachs Group ✦	314.76K	+69.9%	$106.65M	0.0%	▲ Add	3	SEC ↗ ×4
20	JPMorgan Chase ✦	320.11K	+125.5%	$103.95M	0.0%	▲ Add	3	SEC ↗ ×9
21	Principal Financial Group Inc	278.53K	-21.9%	$94.37M	0.1%	▼ Trim	2	SEC ↗ ×2
22	Raymond James Financial Inc	251.39K	+16.7%	$83.29M	0.0%	▲ Add	2	SEC ↗ ×6
23	MIRAE ASSET GLOBAL ETFS HOLDINGS…	226.73K	+7.1%	$76.82M	0.1%	▲ Add	2	SEC ↗ ×2
24	Nuveen, LLC	209.31K	-9.1%	$70.92M	0.0%	▼ Trim	2	SEC ↗ ×3
25	Bank of New York Mellon Corp	200.77K	+2.4%	$68.03M	0.0%	▲ Add	2	SEC ↗ ×13
26	Franklin Resources Inc	190.00K	+9.3%	$64.37M	0.0%	▲ Add	2	SEC ↗ ×7
27	Ameriprise Financial Inc	165.19K	+86.4%	$55.97M	0.0%	▲ Add	2	SEC ↗ ×4
28	UBS Group AG	163.19K	-5.9%	$55.29M	0.0%	▼ Trim	2	SEC ↗ ×3
29	Point72 Asset Management ✦	131.25K	-49.1%	$44.47M	0.1%	▼ Trim	7	SEC ↗
30	American Century Companies Inc	108.13K	-3.0%	$36.64M	0.0%	▼ Trim	2	SEC ↗
31	Rhumbline Advisers	91.42K	+5.5%	$30.97M	0.0%	▲ Add	2	SEC ↗
32	Nomura Asset Management…	81.25K	+868.2%	$27.53M	0.0%	▲ Add	2	SEC ↗
33	Wells Fargo & Company/Mn	77.79K	-51.0%	$26.36M	0.0%	▼ Trim	2	SEC ↗ ×4
34	Citadel Advisors ✦	74.77K	+508.0%	$25.33M	0.0%	▲ Add	8	SEC ↗ ×2
35	Bnp Paribas Financial Markets	72.75K	+140.2%	$24.65M	0.0%	▲ Add	2	SEC ↗
36	UBS AM, a distinct business unit of…	63.83K	+5.2%	$21.63M	0.0%	▲ Add	2	SEC ↗ ×9
37	Alliancebernstein L.P.	63.70K	-2.2%	$21.52M	0.0%	▼ Trim	2	SEC ↗
38	D. E. Shaw & Co. ✦	60.23K	+29.8%	$20.41M	0.0%	▲ Add	8	SEC ↗ ×2
39	Swiss National Bank	59.26K	+3.7%	$20.08M	0.0%	▲ Add	2	SEC ↗
40	Qube Research & Technologies Ltd	50.29K	-85.3%	$17.04M	0.0%	▼ Trim	2	SEC ↗
41	California Public Employees…	48.57K	+6.3%	$16.46M	0.0%	▲ Add	2	SEC ↗
42	Squarepoint Ops LLC	44.29K	-36.9%	$15.01M	0.0%	▼ Trim	2	SEC ↗
43	Legal & General Group Plc	42.37K	-11.4%	$14.35M	0.0%	▼ Trim	2	SEC ↗ ×3
44	Janus Henderson Group Plc	40.23K	+221.4%	$13.63M	0.0%	▲ Add	2	SEC ↗ ×2
45	Wcm Investment Management, Llc	41.57K	-1.8%	$13.50M	0.0%	▼ Trim	2	SEC ↗
46	New York State Common Retirement…	38.95K	-12.4%	$13.20M	0.0%	▼ Trim	2	SEC ↗
47	AQR Capital Management ✦	39.63K	+8.5%	$13.18M	0.0%	▲ Add	8	SEC ↗ ×7
48	Tidal Investments LLC	38.40K	+17.0%	$13.01M	0.0%	▲ Add	2	SEC ↗ ×2
49	Renaissance Technologies ✦	36.24K	新規	$12.28M	0.0%	New	1	SEC ↗
50	Sei Investments Co	34.24K	-33.1%	$11.60M	0.0%	▼ Trim	2	SEC ↗ ×2
51	California State Teachers…	33.87K	+24.4%	$11.48M	0.0%	▲ Add	2	SEC ↗
52	Manufacturers Life Insurance…	32.10K	-2.4%	$10.88M	0.0%	▼ Trim	2	SEC ↗
53	First Eagle Investment Management…	31.39K	-16.9%	$10.64M	0.0%	▼ Trim	2	SEC ↗
54	LPL Financial LLC	31.36K	+40.1%	$10.63M	0.0%	▲ Add	2	SEC ↗
55	Canada Pension Plan Investment Board	31.22K	+33.9%	$10.58M	0.0%	▲ Add	2	SEC ↗
56	Bridgewater Associates ✦	26.93K	+49.8%	$9.13M	0.0%	▲ Add	3	SEC ↗
57	Deutsche Bank Ag\	26.19K	+13.2%	$8.87M	0.0%	▲ Add	2	SEC ↗ ×3
58	Russell Investments Group, Ltd.	25.82K	-5.1%	$8.75M	0.0%	▼ Trim	2	SEC ↗ ×8
59	Susquehanna International Group, Llp	25.28K	-47.7%	$8.57M	0.0%	▼ Trim	2	SEC ↗
60	Man Group plc	25.28K	+14.6%	$8.56M	0.0%	▲ Add	2	SEC ↗ ×2
61	Allianz Asset Management GmbH	24.32K	新規	$8.24M	0.0%	New	1	SEC ↗ ×2
62	State Of Wisconsin Investment Board	23.88K	+2.0%	$8.09M	0.0%	▲ Add	2	SEC ↗
63	Royal Bank Of Canada	22.33K	+50.1%	$7.57M	0.0%	▲ Add	2	SEC ↗ ×7
64	Prudential Financial Inc	21.68K	+111.0%	$7.35M	0.0%	▲ Add	2	SEC ↗ ×2
65	Universal- Beteiligungs- und…	21.58K	+8.9%	$7.31M	0.0%	▲ Add	2	SEC ↗
66	Creative Planning	21.15K	+14.4%	$7.17M	0.0%	▲ Add	2	SEC ↗
67	TD Waterhouse Canada Inc.	19.67K	+15.7%	$6.93M	0.0%	▲ Add	2	SEC ↗
68	Barclays Plc	19.07K	-70.2%	$6.46M	0.0%	▼ Trim	2	SEC ↗ ×3
69	Asset Management One Co., Ltd.	17.54K	-14.8%	$5.94M	0.0%	▼ Trim	2	SEC ↗
70	Credit Agricole S A	15.75K	0.0%	$5.34M	0.0%	Held	2	SEC ↗
71	Danske Bank A/S	15.42K	+5039.0%	$5.22M	0.0%	▲ Add	2	SEC ↗ ×2
72	Mackenzie Financial Corp	14.55K	+22.8%	$4.93M	0.0%	▲ Add	2	SEC ↗
73	Zurcher Kantonalbank (Zurich…	13.05K	+24.6%	$4.42M	0.0%	▲ Add	2	SEC ↗
74	Connor, Clark & Lunn Investment…	12.78K	+363.5%	$4.33M	0.0%	▲ Add	2	SEC ↗
75	Stifel Financial Corp	12.57K	-20.6%	$4.26M	0.0%	▼ Trim	2	SEC ↗ ×2
76	Envestnet Asset Management Inc	12.15K	+39.8%	$4.12M	0.0%	▲ Add	2	SEC ↗
77	Mercer Global Advisors Inc /Adv	11.17K	+303.3%	$3.78M	0.0%	▲ Add	2	SEC ↗
78	Quantinno Capital Management LP	9.98K	+192.9%	$3.38M	0.0%	▲ Add	2	SEC ↗
79	Aberdeen Group plc	8.75K	-24.2%	$2.96M	0.0%	▼ Trim	2	SEC ↗
80	Soros Fund Management ✦	8.20K	新規	$2.78M	0.1%	New	1	SEC ↗
81	Corient Private Wealth LP	8.13K	-7.3%	$2.76M	0.0%	▼ Trim	2	SEC ↗
82	Victory Capital Management Inc	7.91K	+27.5%	$2.68M	0.0%	▲ Add	2	SEC ↗
83	Assetmark, Inc	7.74K	+730.7%	$2.62M	0.0%	▲ Add	2	SEC ↗
84	Citigroup Inc	7.61K	-32.5%	$2.58M	0.0%	▼ Trim	2	SEC ↗ ×2
85	BNP Paribas Asset Management…	7.29K	-13.2%	$2.47M	0.0%	▼ Trim	2	SEC ↗ ×2
86	Mariner, LLC	7.28K	-22.3%	$2.47M	0.0%	▼ Trim	2	SEC ↗
87	Fifth Third Bancorp	7.21K	+2957.2%	$2.44M	0.0%	▲ Add	2	SEC ↗
88	Daiwa Securities Group Inc.	7.00K	新規	$2.37M	0.0%	New	1	SEC ↗
89	Capstone Investment Advisors, Llc	5.96K	+485.7%	$2.02M	0.0%	▲ Add	2	SEC ↗
90	Cetera Investment Advisers	5.67K	+32.4%	$1.92M	0.0%	▲ Add	2	SEC ↗
91	State Board Of Administration Of…	5.50K	0.0%	$1.86M	0.0%	Held	2	SEC ↗
92	ProShare Advisors LLC	5.43K	-13.5%	$1.84M	0.0%	▼ Trim	2	SEC ↗
93	Ensign Peak Advisors, Inc	5.05K	+95.0%	$1.71M	0.0%	▲ Add	2	SEC ↗
94	Osaic Holdings, Inc.	4.97K	+140.9%	$1.68M	0.0%	▲ Add	2	SEC ↗ ×2
95	Us Bancorp \De\	4.88K	+14.1%	$1.65M	0.0%	▲ Add	2	SEC ↗ ×3
96	Pictet Asset Management Holding SA	4.88K	+11.3%	$1.65M	0.0%	▲ Add	2	SEC ↗
97	Pacer Advisors, Inc.	4.82K	+41.5%	$1.63M	0.0%	▲ Add	2	SEC ↗
98	Bank Of Montreal /Can/	4.13K	+1.9%	$1.40M	0.0%	▲ Add	2	SEC ↗ ×5
99	HighTower Advisors, LLC	3.83K	+30.8%	$1.30M	0.0%	▲ Add	2	SEC ↗
100	Commonwealth Equity Services, Llc	3.80K	+56.4%	$1.29M	0.0%	▲ Add	2	SEC ↗

「当該ウェイト」= そのマネージャーの報告済み13F株式評価額に占めるポジションの割合（確信度の指標）。✦ = キュレーション済みマネージャー。

新規買い手

Renaissance Technologies	$12.28M	0.0%
Allianz Asset Management GmbH	$8.24M	0.0%
Soros Fund Management	$2.78M	0.1%
Daiwa Securities Group Inc.	$2.37M	0.0%

ポジション解消済み

Hrt Financial Lp	$31.14M	だった 0.1%
Norges Bank	$19.34M	だった 0.0%
PFA Pension…	$1.85M	だった 0.0%
Marshall Wace	$624,101	だった 0.0%
Blair William & Co/Il	$202,402	だった 0.0%
Northwestern Mutual Wealth…	$12,840	だった 0.0%
National Bank Of Canada /Fi/	$9,470	だった 0.0%

市場全体のコンテキスト: 全13Fファイラー対象（SEC構造化データ、 Q1 2026): 511 保有者, 28.18M 株式数, $9.34B 報告済み. これは上記の追跡対象ユニバースの数値とは異なる、より古い期間のものであり、両者が混在することはありません。

共同保有が多い銘柄

この有価証券の追跡対象保有者が最も頻繁に保有する他の銘柄 — ファンダメンタルな関係ではなく、共同保有件数に基づきます。

MSFT130共有保有者 META129共有保有者 NVDA128共有保有者 GOOGL128共有保有者 AVGO127共有保有者

インサイダー取引

市場内買い付け (P)

Sep 23 Sabater Carmen M

Director · 350 株 @ 280.62 · $98,217

Sep 09 Peyovich Daniel S

Officer · President & CEO · 850 株 @ 296.76 · $252,246

Sep 01 Fallon David Joseph

Director · 700 株 @ 286.92 · $200,844

市場内売却 (S)

カバレッジ期間内にインサイダーによる市場内売却はありません。

株式付与、権利行使および税務目的の株式差し引きは、買いや売りとして集計しません。方法論

実質的所有権

Oct 07 SC 13G — MILLENNIUM MANAGEMENT LLC

SECオリジナル提出書類を表示 ↗

Jul 28 SC 13G/A — BlackRock, Inc.