SCHEDULE: BlackRock Updates Delek US Holdings Stake

BlackRock, Inc. has filed an amendment to its Schedule 13G, reporting its beneficial ownership of Delek US Holdings Inc. common stock as of September 30, 2026.

Summary

• BlackRock, Inc. has filed an amendment (Amendment No. 9) to its Schedule 13G regarding its beneficial ownership of Delek US Holdings Inc. common stock.
• The filing indicates that as of September 30, 2026, BlackRock, Inc. beneficially owns 9,071,872 shares of Delek US Holdings Inc. common stock.
• This represents 14.8% of the class of securities.
• BlackRock, Inc. has sole voting power over 8,978,510 shares and sole dispositive power over 9,071,872 shares.
• The filing clarifies that this ownership is held by various reporting business units of BlackRock, Inc. and its subsidiaries.
• iShares Core S&P Small-Cap ETF is identified as having an interest of more than five percent in the common stock.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a neutral to slightly positive filing, primarily reflecting routine ownership updates rather than significant strategic shifts or performance indicators.

Positives

• BlackRock, a significant institutional investor, maintains a substantial stake in Delek US Holdings, indicating continued confidence or strategic allocation.
• The clear reporting of ownership percentages and voting/dispositive power provides transparency for investors.

Negatives

• The filing does not provide any new financial performance data or strategic updates for Delek US Holdings itself, focusing solely on BlackRock's ownership.
• The large percentage held by a single entity could be perceived as a concentration risk by some investors, though it is common for index funds.

Risks

• Potential for significant share price movement if BlackRock decides to substantially alter its holdings, given its 14.8% stake.
• Dependence on the investment strategies and decisions of BlackRock and its affiliated funds, such as iShares Core S&P Small-Cap ETF.

Future Outlook

This filing is an ownership update and does not contain forward-looking statements or guidance regarding Delek US Holdings' future performance.

Management Comments

• BlackRock, Inc. certifies that the securities were acquired and are held in the ordinary course of business and were not acquired or held for the purpose of or with the effect of changing or influencing the control of the issuer.

Industry Context

StockSavvy.ai notes that large institutional ownership filings like this are common and reflect the ongoing role of asset managers in public markets. The specific stake by BlackRock, a major global investor, highlights Delek US Holdings' inclusion in various investment portfolios, potentially including index funds.

Stakeholder Impact

• Shareholders: Increased transparency regarding significant institutional ownership, which can influence market perception and trading activity.
• Management of Delek US Holdings: Awareness of a major shareholder's stake and potential influence.
• Other Investors: Provides data for comparative analysis of ownership structures.

Next Steps

• BlackRock will continue to monitor its holdings and may file further amendments to Schedule 13G if there are material changes in its beneficial ownership.
• Delek US Holdings will continue its operations and financial reporting as usual.

Key Dates

Keywords

Delek US Holdings, BlackRock, Schedule 13G, Beneficial Ownership, Institutional Investor, Common Stock, iShares, ETF