Delta Air Lines, Inc. (DAL) stock: price, suppliers, customers and institutional ownership
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Delta Air Lines, Inc. provides scheduled air transportation for passengers and cargo in the United States and internationally. The company operates through two segments, Airline and Refinery. Its domestic network centered on core hubs in Atlanta, Minneapolis-St. Paul, Detroit, and Salt Lake City, as well as coastal hub positions in Boston, Los Angeles, New York-LaGuardia, New York-JFK, and Seattle; and international network centered on hubs and market presence in Amsterdam, Mexico City, London-Heathrow, Paris-Charles de Gaulle, and Seoul-Incheon. The company sells its tickets through various distribution channels, including delta.com and the Fly Delta app, reservations, online travel agencies, traditional brick and mortar, and other agencies. It also provides aircraft maintenance and engineering support, repair, and overhaul services; and vacation packages to third-party consumers, as well as aircraft charters, and management and programs. The company operates through a fleet of approximately 1,200 aircrafts. Delta Air Lines, Inc. was founded in 1924 and is based in Atlanta, Georgia.
the bull case· 3
2
customers naming it as a supplier in their own filings
sec filingsfrom their filings1,523
managers reporting a position in form thirteen F filings
13fJun 30 '26+7.57%
change in shares held by the ten largest reporting managers
13fJun 30 '26the bear case· 3
14 of 23
of the largest reporting managers cut their stake in the latest quarter
13fJun 30 '261.06%
of State Street Industrial Select Sector SPDR ETF assets as largest fund weight
n-portJun 30 '2644
managers whose positions together make up four fifths of reported value
13fJun 30 '26Sides and captions by the model; every figure is ours. Built Sep 16 '26 for the Oct 12 '26 report. Not a forecast, not advice.
Of the 6 companies Delta Air Lines, Inc. moves with most closely, 4 also share its SEC classification.
Measured against 499 trading days of our own closes. Co-movement, not cause.
SIC 4512, Air Transportation, Scheduled, from each company's own filings. Largest first.
A rule beside a ticker marks a company that appears in both readings.
Which of these the filings never mention ›1,527 managers report a position worth $57.1B between them, and 44 of them hold 80% of it.
tall tick = annual report · 2 on record
DAL (Delta Air Lines, Inc.) has 16 disclosed suppliers and 4 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for its filing sentence; select again to open the company. Nearer the centre, the more the filings disclose. Extended: satellites hang off single companies, not bundled sectors.
High 80.00 at 8:30 am ET, low 77.15 at 3:00 pm ET.
Delta Air Lines, Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Air Transportation, Scheduled