Institutional Ownership Dropbox, Inc. (DBX)
This table provides information about the institutional ownership of Dropbox, Inc. (DBX). We have compiled data on the 527 institutions that hold shares in the stock, with a total of 228 Million shares, which have been reported (via 13F filing form) to have a value of $6.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
55
shares
|
$1,533
0.0% of portfolio
|
Q3 2024
Reduced 74.18%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
53
shares
|
$1,477
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
50
shares
|
$1,394
0.0% of portfolio
|
Q4 2023
Reduced 98.41%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
50
shares
|
$1,394
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
50
shares
|
$1,394
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
50
shares
|
$1,394
0.0% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
41
shares
|
$1,143
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
40
shares
|
$1,115
0.0% of portfolio
|
Q1 2025
Added 90.48%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
37
shares
|
$1,031
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
32
shares
|
$892
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
30
shares
|
$836
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
25
shares
|
$697
0.0% of portfolio
|
Q4 2024
Reduced 93.51%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
21
shares
|
$585
0.0% of portfolio
|
Q2 2025
Reduced 43.24%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
21
shares
|
$585
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
20
shares
|
$557
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
20
shares
|
$557
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
18
shares
|
$501
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
17
shares
|
$473
0.0% of portfolio
|
Q3 2024
Added 240.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
16
shares
|
$446
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
14
shares
|
$390
0.0% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
13
shares
|
$362
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
13
shares
|
$362
0.0% of portfolio
|
Q2 2025
Added 333.33%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
12
shares
|
$334
0.0% of portfolio
|
Q1 2025
Reduced 79.31%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
9
shares
|
$250
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
8
shares
|
$223
0.0% of portfolio
|
Q1 2025
New holding
|