Institutional Ownership Dropbox, Inc. (DBX)
This table provides information about the institutional ownership of Dropbox, Inc. (DBX). We have compiled data on the 544 institutions that hold shares in the stock, with a total of 213 Million shares, which have been reported (via 13F filing form) to have a value of $6.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
460
shares
|
$14,352
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
410
shares
|
$12,792
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
400
shares
|
$12,480
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
395
shares
|
$12,324
0.0% of portfolio
|
Q2 2025
Added 47.94%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
341
shares
|
$10,639
0.0% of portfolio
|
Q2 2025
Added 52.91%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
327
shares
|
$10,202
0.0% of portfolio
|
Q2 2025
Added 24.81%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
319
shares
|
$9,952
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
296
shares
|
$9,235
0.0% of portfolio
|
Q1 2024
Reduced 67.07%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
255
shares
|
$7,956
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
250
shares
|
$7,800
0.0% of portfolio
|
Q2 2024
Reduced 44.44%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
245
shares
|
$7,644
0.0% of portfolio
|
Q3 2024
Added 26.94%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
200
shares
|
$6,240
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
200
shares
|
$6,240
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
192
shares
|
$5,990
0.0% of portfolio
|
Q2 2025
Added 220.0%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
185
shares
|
$5,772
0.0% of portfolio
|
Q2 2025
Added 10.12%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
175
shares
|
$5,460
0.0% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
170
shares
|
$5,304
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
164
shares
|
$5,116
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
150
shares
|
$4,680
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
150
shares
|
$4,680
0.0% of portfolio
|
Q4 2024
Reduced 72.48%
|
|
|
Altshuler Shaham LTD
|
Aug 14, 2025 Q2 2025 |
141
shares
|
$4,399
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
135
shares
|
$4,212
0.0% of portfolio
|
Q1 2022
Reduced 0.74%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
135
shares
|
$4,212
0.0% of portfolio
|
Q1 2021
Added 50.0%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
130
shares
|
$4,056
0.0% of portfolio
|
Q1 2025
Reduced 23.53%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
113
shares
|
$3,525
0.0% of portfolio
|
Q2 2025
New holding
|