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 |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
108
shares
|
$3,369
0.0% of portfolio
|
Q2 2025
Added 14.89%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
100
shares
|
$3,120
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
100
shares
|
$3,120
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
100
shares
|
$3,120
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
87
shares
|
$2,714
0.0% of portfolio
|
Q2 2025
Reduced 17.14%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
76
shares
|
$2,371
0.0% of portfolio
|
Q2 2025
Reduced 54.49%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
70
shares
|
$2,184
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
65
shares
|
$2,028
0.0% of portfolio
|
Q2 2025
Reduced 24.42%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
65
shares
|
$2,028
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
65
shares
|
$2,028
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
65
shares
|
$2,028
0.0% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
62
shares
|
$1,934
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
62
shares
|
$1,934
0.0% of portfolio
|
Q2 2025
Reduced 7.46%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
60
shares
|
$1,872
0.01% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
58
shares
|
$1,809
0.0% of portfolio
|
Q2 2025
Added 383.33%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
57
shares
|
$1,778
0.0% of portfolio
|
Q2 2025
Added 171.43%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
50
shares
|
$1,560
0.0% of portfolio
|
Q4 2023
Reduced 98.41%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
50
shares
|
$1,560
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
50
shares
|
$1,560
0.0% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
50
shares
|
$1,560
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
41
shares
|
$1,279
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
40
shares
|
$1,248
0.0% of portfolio
|
Q1 2025
Added 90.48%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
37
shares
|
$1,154
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
32
shares
|
$998
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
30
shares
|
$936
0.0% of portfolio
|
Q2 2025
New holding
|