Institutional Ownership Dropbox, Inc. (DBX)
This table provides information about the institutional ownership of Dropbox, Inc. (DBX). We have compiled data on the 523 institutions that hold shares in the stock, with a total of 227 Million shares, which have been reported (via 13F filing form) to have a value of $6.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
200
shares
|
$5,718
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
176
shares
|
$5,031
0.0% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
168
shares
|
$4,803
0.0% of portfolio
|
Q1 2025
Added 68.0%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
167
shares
|
$4,774
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
164
shares
|
$4,688
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
150
shares
|
$4,288
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
150
shares
|
$4,288
0.0% of portfolio
|
Q4 2024
Reduced 72.48%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
137
shares
|
$3,916
0.0% of portfolio
|
Q1 2025
Reduced 16.46%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
135
shares
|
$3,859
0.0% of portfolio
|
Q1 2022
Reduced 0.74%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
135
shares
|
$3,859
0.0% of portfolio
|
Q1 2021
Added 50.0%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
130
shares
|
$3,716
0.0% of portfolio
|
Q1 2025
Reduced 23.53%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
105
shares
|
$3,001
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
100
shares
|
$2,859
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
100
shares
|
$2,859
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
100
shares
|
$2,859
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
100
shares
|
$2,859
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
100
shares
|
$2,859
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
94
shares
|
$2,687
0.0% of portfolio
|
Q1 2025
Added 224.14%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
86
shares
|
$2,458
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
67
shares
|
$1,915
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
65
shares
|
$1,858
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
65
shares
|
$1,858
0.0% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
62
shares
|
$1,772
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
60
shares
|
$1,715
0.0% of portfolio
|
Q3 2024
Reduced 99.98%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
55
shares
|
$1,572
0.0% of portfolio
|
Q3 2024
Reduced 74.18%
|