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 |
|---|---|---|---|---|---|
|
Van Eck Associates Corp
|
Aug 14, 2025 Q2 2025 |
4,730
shares
|
$641,813
0.0% of portfolio
|
Q2 2025
Added 126.1%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
4,712
shares
|
$639,371
0.06% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
4,691
shares
|
$636,521
0.07% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
4,655
shares
|
$631,636
0.18% of portfolio
|
Q2 2025
Reduced 50.41%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,614
shares
|
$626,073
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Qtron Investments LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,593
shares
|
$623,224
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Avity Investment Management Inc.
|
Jul 08, 2025 Q2 2025 |
4,585
shares
|
$622,138
0.04% of portfolio
|
Q2 2025
Reduced 9.83%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Jul 25, 2025 Q2 2025 |
4,577
shares
|
$621,053
0.41% of portfolio
|
Q2 2025
Added 53.9%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
4,524
shares
|
$613,861
0.13% of portfolio
|
Q2 2025
Added 20.32%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
4,509
shares
|
$611,826
0.16% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
4,498
shares
|
$610,333
0.02% of portfolio
|
Q2 2025
Added 9.6%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
4,471
shares
|
$606,669
0.02% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
4,459
shares
|
$605,041
0.11% of portfolio
|
Q2 2025
Reduced 18.74%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
4,414
shares
|
$598,935
0.01% of portfolio
|
Q2 2025
Added 8.0%
|
|
|
Mmbg Investment Advisors Co.
|
Aug 12, 2025 Q2 2025 |
4,406
shares
|
$597,850
0.05% of portfolio
|
Q1 2025
Added 27.27%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Aug 06, 2025 Q2 2025 |
4,381
shares
|
$594,457
0.1% of portfolio
|
Q2 2025
Reduced 69.26%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
4,318
shares
|
$585,909
0.04% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
4,296
shares
|
$582,924
0.01% of portfolio
|
Q2 2025
Reduced 26.39%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
4,296
shares
|
$582,924
0.01% of portfolio
|
Q2 2025
Added 33.21%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
4,288
shares
|
$581,838
0.31% of portfolio
|
Q1 2024
Reduced 7.77%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
4,228
shares
|
$573,697
0.36% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Aug 14, 2025 Q2 2025 |
4,216
shares
|
$572,069
0.26% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
4,195
shares
|
$569,219
0.09% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jul 30, 2025 Q2 2025 |
4,195
shares
|
$569,219
0.17% of portfolio
|
Q2 2025
Reduced 49.41%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
4,170
shares
|
$565,827
0.02% of portfolio
|
Q2 2025
Added 66.4%
|