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 |
---|---|---|---|---|---|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
28
shares
|
$873
0.0% of portfolio
|
Q2 2025
Added 40.0%
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
25
shares
|
$780
0.0% of portfolio
|
Q4 2024
Reduced 93.51%
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
22
shares
|
$686
0.0% of portfolio
|
Q2 2025
New holding
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
21
shares
|
$655
0.0% of portfolio
|
Q2 2025
Reduced 43.24%
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
20
shares
|
$624
0.0% of portfolio
|
Q4 2023
New holding
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
18
shares
|
$561
0.0% of portfolio
|
Q2 2024
New holding
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
17
shares
|
$530
0.0% of portfolio
|
Q3 2024
Added 240.0%
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
16
shares
|
$499
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
14
shares
|
$436
0.0% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
13
shares
|
$405
0.0% of portfolio
|
Q2 2025
Added 333.33%
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
13
shares
|
$405
0.0% of portfolio
|
Q1 2025
New holding
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
11
shares
|
$343
0.0% of portfolio
|
Q2 2025
Added 22.22%
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
8
shares
|
$249
0.0% of portfolio
|
Q1 2025
New holding
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
8
shares
|
$249
0.0% of portfolio
|
Q2 2025
Added 14.29%
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
7
shares
|
$218
0.0% of portfolio
|
Q2 2025
Added 75.0%
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
6
shares
|
$187
0.0% of portfolio
|
Q2 2025
New holding
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Aug 04, 2025 Q2 2025 |
5
shares
|
$156
0.0% of portfolio
|
Q2 2025
New holding
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
5
shares
|
$156
0.0% of portfolio
|
Q2 2025
New holding
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
5
shares
|
$156
0.0% of portfolio
|
Q1 2025
New holding
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
5
shares
|
$156
0.0% of portfolio
|
Q4 2024
New holding
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
2
shares
|
$62
0.0% of portfolio
|
Q4 2020
New holding
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
2
shares
|
$62
0.0% of portfolio
|
Q1 2024
Reduced 98.79%
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
2
shares
|
$62
0.0% of portfolio
|
Q2 2025
New holding
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Aug 14, 2025 Q2 2025 |
1
shares
|
$31
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|