Position in DY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$172,126,593
+$54,407,316 QoQ
Shares Held
340,447
-2.0% QoQ
Ownership
1.13%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#18
of 617 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in DY Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026MORGAN STANLEY holds $6,125,319,176 across 42 Engineering & Construction names. DY ranks #8 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
|
2,311,374 | $1,664,281,724 | |
| 2 | FIX |
Comfort Systems USA Inc
|
430,085 | $852,406,958 | |
| 3 | EME |
EMCOR Group, Inc.
|
560,165 | $464,869,721 | |
| 4 | STRL |
Sterling Infrastructure, Inc.
|
514,000 | $431,431,035 | |
| 5 | J |
Jacobs Solutions Inc.
|
3,176,879 | $400,286,754 | |
| 6 | MTZ |
Mastec Inc
|
653,503 | $271,896,451 | |
| 7 | BLD |
QXO Insulation, LLC
|
552,459 | $195,863,284 | |
| 8 | DY |
Dycom Industries Inc
This page
|
340,447 | $172,126,593 |
All Filings in DY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $172,126,593 | 340,447 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $117,719,277 | 347,439 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $102,419,512 | 303,106 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $106,096,186 | 363,642 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $94,134,136 | 385,180 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $59,898,865 | 393,192 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $56,923,184 | 327,032 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $67,443,279 | 342,178 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $63,598,722 | 376,859 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $43,910,128 | 305,930 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $32,174,672 | 279,561 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $23,159,491 | 260,219 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $30,106,108 | 264,902 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $28,782,011 | 307,336 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $17,080,968 | 182,489 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $13,888,815 | 145,387 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $14,745,625 | 158,487 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $10,530,894 | 110,549 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $14,320,430 | 152,735 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,710,235 | 94,192 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $13,012,637 | 174,596 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $3,893,012 | 41,928 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $6,627,936 | 87,764 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $3,132,964 | 59,314 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,993,509 | 48,753 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $876,921 | 34,188 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||