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 |
|---|---|---|---|---|---|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
53
shares
|
$1,515
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
50
shares
|
$1,429
0.0% of portfolio
|
Q4 2023
Reduced 98.41%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
50
shares
|
$1,429
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
50
shares
|
$1,429
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
49
shares
|
$1,400
0.0% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
41
shares
|
$1,172
0.0% of portfolio
|
Q3 2024
Reduced 60.95%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
41
shares
|
$1,172
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
40
shares
|
$1,143
0.0% of portfolio
|
Q1 2025
Added 90.48%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
37
shares
|
$1,057
0.0% of portfolio
|
Q1 2025
Added 12.12%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
25
shares
|
$714
0.0% of portfolio
|
Q4 2024
Reduced 93.51%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
23
shares
|
$657
0.0% of portfolio
|
Q1 2025
Added 130.0%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
21
shares
|
$600
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
20
shares
|
$571
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
20
shares
|
$571
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
18
shares
|
$514
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
17
shares
|
$486
0.0% of portfolio
|
Q3 2024
Added 240.0%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
14
shares
|
$400
0.0% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
13
shares
|
$371
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
12
shares
|
$343
0.0% of portfolio
|
Q1 2025
Reduced 79.31%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
9
shares
|
$257
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
8
shares
|
$228
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
8
shares
|
$228
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
7
shares
|
$200
0.0% of portfolio
|
Q1 2025
Reduced 22.22%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
5
shares
|
$142
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
5
shares
|
$142
0.0% of portfolio
|
Q1 2025
New holding
|