Institutional Ownership Dropbox, Inc. (DBX)
This table provides information about the institutional ownership of Dropbox, Inc. (DBX). We have compiled data on the 524 institutions that hold shares in the stock, with a total of 235 Million shares, which have been reported (via 13F filing form) to have a value of $6.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
50
shares
|
$1,316
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
50
shares
|
$1,316
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
50
shares
|
$1,316
0.0% of portfolio
|
Q4 2024
Added 16.28%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
41
shares
|
$1,079
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
41
shares
|
$1,079
0.0% of portfolio
|
Q3 2024
Reduced 60.95%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
41
shares
|
$1,079
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
35
shares
|
$921
0.0% of portfolio
|
Q4 2024
Reduced 95.51%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
33
shares
|
$868
0.0% of portfolio
|
Q4 2024
Reduced 15.38%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
29
shares
|
$763
0.0% of portfolio
|
Q3 2024
Reduced 29.27%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
25
shares
|
$658
0.0% of portfolio
|
Q4 2024
Reduced 93.51%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
21
shares
|
$552
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
20
shares
|
$526
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
18
shares
|
$473
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
17
shares
|
$447
0.0% of portfolio
|
Q3 2024
Added 240.0%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
17
shares
|
$447
0.0% of portfolio
|
Q4 2024
Reduced 82.83%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
15
shares
|
$394
0.0% of portfolio
|
Q4 2024
Added 150.0%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
10
shares
|
$263
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
9
shares
|
$236
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
7
shares
|
$184
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
5
shares
|
$131
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
4
shares
|
$105
0.0% of portfolio
|
Q4 2024
Reduced 96.97%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Feb 19, 2025 Q4 2024 |
2
shares
|
$52
0.0% of portfolio
|
Q4 2024
Reduced 100.0%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
2
shares
|
$52
0.0% of portfolio
|
Q1 2024
Reduced 98.79%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
2
shares
|
$52
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|