Reports on December 26, 2025, detailed institutional ownership changes for Delta Air Lines (DAL) based on third-quarter 13F filings. Highland Capital Management LLC reduced its stake, while Regent Peak Wealth Advisors LLC established a new position.
Highland Capital sold 38,916 shares, representing a 26.5% reduction in its holding. Conversely, Regent Peak purchased 70,567 shares. This new position was valued at approximately $4.01 million at the time of the filing.
These ownership disclosures follow insider sales executed by two Delta executives in October 2025. The filings arrive amid broadly bullish analyst sentiment from previous months, with several firms reiterating "Buy" ratings and raising price targets on the stock. The market reported no significant reaction to the filing news.