Cross-institution positioning
Aug 14, 2026Accumulation leaning. 2 accumulating, 1 exited across 3 comparable institutions.
Source: Schedule 13 researchDAL Institutional Ownership
DELTA AIR LINES, INC.
Latest stored close $82.14 as of Oct 8, 2026 View live quote ↗
STOCKNODE Outlook
Neutral
Multi-institution accumulation
61/100
5 tracked · 3 comparable
Latest filing
Aug 14, 2026
Positive breadth
4 positive · 1 negative
Recent close
$82.14
Research confidence
Medium
Institutional Research 73/100 · 2 accumulating · 1 reducing / exited
Ownership history
Reported ownership % history
Latest filing Aug 14, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
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Accumulating2
Newly reported2
Reducing / exited
1
52-week position
—
Institutional Intelligence
Why STOCKNODE says Neutral
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Neutral 61/100
Confidence:Medium
Why this signal
- 2 tracked institutions accumulating versus 1 reducing/exited.
- 1 tracked institution recently reversed from reducing to accumulating.
- Latest comparable Form 13F activity is net positive across tracked managers.
Conflicting evidence
- Institutions are bullish while recent insider P/S activity leans bearish.
Institutional
75/100
Insiders
24/100
Fundamentals
50/100
Events
50/100
Quarterly 13F activity
Jun 30, 20262 increased/new, 0 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Aug 5, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 0 purchases by 0 reporting owners and 6 sales by 6 reporting owners. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Oct 9, 20261 non-amendment material event in the last 90 days; Latest classified evidence: Results of operations / financial condition. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Oct 9, 2026Revenue +21.1% YoY; Net income -46.6% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 59% through its reported 52-week range; +35.0% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Schedule 13G amendment from Berkshire Hathaway.
Filed Aug 14, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Aug 14, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
Berkshire Hathaway
Filed Aug 14, 2026
Direction locked
BlackRock
Filed Jan 26, 2024
Direction locked
Fidelity / FMR
Filed Aug 6, 2026
Direction locked
Vanguard Capital Management
Filed Apr 29, 2026
Direction locked
Vanguard Group
Filed Mar 26, 2026
Direction locked
Unlock the actual direction, share change, ownership change, and classification basis.
No premium position values are sent in this locked preview.
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
Berkshire Hathaway
Filed Aug 14, 2026
BlackRock
Filed Jan 26, 2024
Fidelity / FMR
Filed Aug 6, 2026
Vanguard Capital Management
Filed Apr 29, 2026
Vanguard Group
Filed Mar 26, 2026
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales00 reporting owner(s)
90-day purchase breadth0
90-day sale breadth6Multi-insider
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026 | Sear Steven M | MExercise or conversion of derivative · derivative | Employee Stock Option (right to buy) | 40.5K | $0.00 | Direct | Aug 6, 2026 |
| Aug 5, 2026 | Sear Steven M | SOpen-market or private sale | Common Stock | 40.5K | $93.55 | Direct | Aug 6, 2026 |
| Aug 5, 2026 | Sear Steven M | MExercise or conversion of derivative | Common Stock | 40.5K | $51.23 | Direct | Aug 6, 2026 |
| Aug 5, 2026 | HUERTA MICHAEL P | SOpen-market or private sale | Common Stock | 3.1K | $94.12 | Direct | Aug 6, 2026 |
| Aug 4, 2026 | BELLEMARE ALAIN | MExercise or conversion of derivative · derivative · amendment | Employee Stock Option (right to buy) | 35.0K | $0.00 | Direct | Aug 6, 2026 |
| Aug 4, 2026 | Bastian Edward H | MExercise or conversion of derivative · derivative | Employee Stock Option (right to buy) | 206.5K | $0.00 | Direct | Aug 5, 2026 |
| Aug 4, 2026 | Bastian Edward H | SOpen-market or private sale | Common Stock | 206.5K | $92.80 | Direct | Aug 5, 2026 |
| Aug 4, 2026 | Bastian Edward H | MExercise or conversion of derivative | Common Stock | 206.5K | $49.33 | Direct | Aug 5, 2026 |
| Aug 4, 2026 | BELLEMARE ALAIN | MExercise or conversion of derivative · derivative | Employee Stock Option (right to buy) | 35.0K | $0.00 | Direct | Aug 5, 2026 |
| Aug 4, 2026 | BELLEMARE ALAIN | SOpen-market or private sale | Common Stock | 35.0K | $92.72 | Direct | Aug 5, 2026 |
| Aug 4, 2026 | BELLEMARE ALAIN | MExercise or conversion of derivative | Common Stock | 35.0K | $39.78 | Direct | Aug 5, 2026 |
| Aug 4, 2026 | Carter Peter W | MExercise or conversion of derivative · derivative | Employee Stock Option (right to buy) | 39.9K | $0.00 | Direct | Aug 5, 2026 |
| Aug 4, 2026 | Carter Peter W | SOpen-market or private sale | Common Stock | 39.9K | $92.98 | Direct | Aug 5, 2026 |
| Aug 4, 2026 | Carter Peter W | MExercise or conversion of derivative | Common Stock | 39.9K | $49.33 | Direct | Aug 5, 2026 |
| Aug 3, 2026 | DEWALT DAVID G | SOpen-market or private sale | Common Stock | 31.8K | $90.85 | Direct | Aug 5, 2026 |
| Jun 18, 2026 | Hale Leslie D. | AGrant, award, or other acquisition | Common Stock | 2.4K | — | Direct | Jun 22, 2026 |
| Jun 18, 2026 | Beck Christophe | AGrant, award, or other acquisition | Common Stock | 2.4K | — | Direct | Jun 22, 2026 |
| Jun 18, 2026 | Taylor David S | AGrant, award, or other acquisition | Common Stock | 3.8K | — | Direct | Jun 22, 2026 |
| Jun 18, 2026 | Waller Kathy N | AGrant, award, or other acquisition | Common Stock | 2.4K | — | Direct | Jun 22, 2026 |
| Jun 18, 2026 | Chiang Willie CW | AGrant, award, or other acquisition | Common Stock | 2.4K | — | Direct | Jun 22, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events1
90-day capital-related0
90-day equity-related0
90-day debt-related0
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Oct 9, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Jul 10, 2026 | S-3ASR | — | Shelf securities registration | Capital-related | Filing |
| Jul 10, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Jun 22, 2026 | 8-K | 5.07 | Shareholder vote results | — | Filing |
| Jun 12, 2026 | 8-K | 1.01, 2.03 | Material definitive agreement; New direct financial obligation | Debt | Filing |
| Apr 8, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Mar 17, 2026 | 8-K | 7.01, 9.01 | Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Mar 5, 2026 | 8-K | 5.02, 9.01 | Director or executive change; Financial statements / exhibits | — | Filing |
| Feb 13, 2026 | 8-K | 5.02 | Director or executive change | — | Filing |
| Jan 27, 2026 | 8-K | 1.01 | Material definitive agreement | — | Filing |
| Jan 13, 2026 | 8-K | 1.01, 2.02, 9.01 | Material definitive agreement; Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Dec 17, 2025 | 8-K | 5.02, 9.01 | Director or executive change; Financial statements / exhibits | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$20.2B
Q3 2026
+21.1% YoY 10-Q filed Oct 9, 2026
Operating income
$1.5B
Q3 2026
-13.7% YoY 10-Q filed Oct 9, 2026
Operating margin
7.2%
Q3 2026
-2.9 pts YoY 10-Q filed Oct 9, 2026
Net income
$756.0M
Q3 2026
-46.6% YoY 10-Q filed Oct 9, 2026
Diluted EPS
$1.15
Q3 2026
-47.0% YoY 10-Q filed Oct 9, 2026
Operating cash flow
$5.7B
YTD through Sep 30, 2026
-5.6% YoY 10-Q filed Oct 9, 2026
Cash & equivalents
$3.8B
As of Sep 30, 2026
-0.1% YoY 10-Q filed Oct 9, 2026
Long-term debt
$12.1B
As of Sep 30, 2026
-14.6% YoY 10-Q filed Oct 9, 2026
Assets
$86.0B
As of Sep 30, 2026
+8.1% YoY 10-Q filed Oct 9, 2026
Stockholders’ equity
$22.5B
As of Sep 30, 2026
+19.6% YoY 10-Q filed Oct 9, 2026
Shares outstanding
657.9M
As of Sep 30, 2026
+0.8% YoY 10-Q filed Oct 9, 2026
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended Sep 30, 2026 | $20.2B | +21.1% |
| Ended Jun 30, 2026 | $19.8B | +18.7% |
| Ended Mar 31, 2026 | $15.9B | +12.9% |
| Ended Sep 30, 2025 | $16.7B | +6.4% |
Annual
| Period | Revenue | YoY |
|---|---|---|
| Ended Dec 31, 2025 | $63.4B | +2.8% |
| Ended Dec 31, 2024 | $61.6B | +6.2% |
| Ended Dec 31, 2023 | $58.0B | +14.8% |
| Ended Dec 31, 2022 | $50.6B | +69.2% |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$78.89
View live quote ↗
52-week low
$55.03
Nov 4, 2025
52-week high
$95.68
Jul 2, 2026
Below 52-week high
17.5%
1W return
-0.1%
1M return
-11.7%
3M return
-6.2%
6M return
+34.2%
YTD return
+13.7%
1Y return
+35.0%
30-day volatility
25.8%
90-day volatility
36.8%
1Y max drawdown
-23.1%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 16 filing(s) · 13 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Berkshire Hathaway CIK0001067983 | Jun 30, 2026 observed Aug 14, 2026 filed · 45d Schedule 13G amendment | Reported accumulation | 57.3M +17.5M | 8.70% +2.60 pts | $93.66 | $89.35 | $82.14 |
| Vanguard Capital Management CIK0002100119 | Jun 30, 2026 quarter end Aug 13, 2026 filed Form 13F quarter-end evidence | Earlier Form 13F quarter-end holding Quarter-end holding evidence; no ownership percentage or signal. | 41.3M | $82.14 | |||
| Fidelity / FMR CIK0000315066 | Jun 30, 2026 observed Aug 6, 2026 filed · 37d Initial Schedule 13G | Initial Schedule 13G | 33.2K | 5.10% | $93.66 | $91.98 | $82.14 |
Explore more institutional activity
Related research
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