Institutional Ownership Dropbox, Inc. (DBX)
This table provides information about the institutional ownership of Dropbox, Inc. (DBX). We have compiled data on the 479 institutions that hold shares in the stock, with a total of 222 Million shares, which have been reported (via 13F filing form) to have a value of $5.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
164
shares
|
$4,409
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
135
shares
|
$3,630
0.0% of portfolio
|
Q1 2022
Reduced 0.74%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
135
shares
|
$3,630
0.0% of portfolio
|
Q1 2021
Added 50.0%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
132
shares
|
$3,549
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
120
shares
|
$3,226
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
114
shares
|
$3,065
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
114
shares
|
$3,065
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
110
shares
|
$2,957
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
100
shares
|
$2,689
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
100
shares
|
$2,689
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Performa LTD (Us), LLC
|
Nov 14, 2024 Q3 2024 |
100
shares
|
$2,689
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
100
shares
|
$2,689
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
99
shares
|
$2,662
0.0% of portfolio
|
Q3 2024
Reduced 86.84%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
96
shares
|
$2,581
0.0% of portfolio
|
Q3 2024
Added 65.52%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
60
shares
|
$1,613
0.0% of portfolio
|
Q3 2024
Reduced 99.98%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
59
shares
|
$1,586
0.0% of portfolio
|
Q3 2024
Reduced 51.64%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
55
shares
|
$1,478
0.0% of portfolio
|
Q3 2024
Reduced 74.18%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
50
shares
|
$1,344
0.0% of portfolio
|
Q4 2023
Reduced 98.41%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
50
shares
|
$1,344
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
50
shares
|
$1,344
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
43
shares
|
$1,156
0.0% of portfolio
|
Q3 2024
Reduced 10.42%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
41
shares
|
$1,102
0.0% of portfolio
|
Q3 2024
Reduced 60.95%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
41
shares
|
$1,102
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
39
shares
|
$1,048
0.0% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
38
shares
|
$1,021
0.0% of portfolio
|
Q3 2023
New holding
|