Institutional Ownership Dell Technologies Inc. (DELL)
This table provides information about the institutional ownership of Dell Technologies Inc. (DELL). We have compiled data on the 1,548 institutions that hold shares in the stock, with a total of 226 Million shares, which have been reported (via 13F filing form) to have a value of $30.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
19,577
shares
|
$2.66 Million
0.33% of portfolio
|
Q2 2025
Added 12.0%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
19,451
shares
|
$2.64 Million
0.11% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Aug 13, 2025 Q2 2025 |
19,386
shares
|
$2.63 Million
1.45% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
19,362
shares
|
$2.63 Million
0.4% of portfolio
|
Q2 2025
Added 28.39%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Aug 11, 2025 Q2 2025 |
19,036
shares
|
$2.58 Million
0.94% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Aug 04, 2025 Q2 2025 |
18,998
shares
|
$2.58 Million
1.78% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
18,975
shares
|
$2.57 Million
0.0% of portfolio
|
Q2 2025
Reduced 92.89%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
18,905
shares
|
$2.57 Million
0.15% of portfolio
|
Q2 2025
Reduced 9.93%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
18,845
shares
|
$2.56 Million
0.29% of portfolio
|
Q1 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
18,785
shares
|
$2.55 Million
0.05% of portfolio
|
Q2 2025
Reduced 20.67%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Aug 18, 2025 Q2 2025 |
18,750
shares
|
$2.54 Million
1.2% of portfolio
|
Q2 2025
New holding
|
|
|
Garner Asset Management Corp
|
Aug 12, 2025 Q2 2025 |
18,568
shares
|
$2.52 Million
1.07% of portfolio
|
Q2 2025
Reduced 12.58%
|
|
|
Clark Estates Inc
New York, NY |
Aug 11, 2025 Q2 2025 |
18,400
shares
|
$2.5 Million
0.7% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
18,367
shares
|
$2.49 Million
0.01% of portfolio
|
Q2 2025
Reduced 25.37%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
18,352
shares
|
$2.49 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Mengis Capital Management, Inc.
|
Jul 24, 2025 Q2 2025 |
18,310
shares
|
$2.48 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
18,282
shares
|
$2.48 Million
0.37% of portfolio
|
Q2 2025
Added 69.03%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
18,213
shares
|
$2.47 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
18,151
shares
|
$2.46 Million
0.81% of portfolio
|
Q2 2025
Reduced 22.09%
|
|
|
Hartford Investment Management CO
|
Jul 16, 2025 Q2 2025 |
18,084
shares
|
$2.45 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Aug 13, 2025 Q2 2025 |
18,071
shares
|
$2.45 Million
0.01% of portfolio
|
Q2 2025
Reduced 24.12%
|
|
|
Holderness Investments CO
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
18,057
shares
|
$2.45 Million
0.48% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
17,723
shares
|
$2.4 Million
0.39% of portfolio
|
Q2 2025
Added 15.23%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
17,680
shares
|
$2.4 Million
0.09% of portfolio
|
Q2 2025
Added 130.57%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
17,657
shares
|
$2.4 Million
0.09% of portfolio
|
Q2 2025
Added 44.68%
|