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 |
|---|---|---|---|---|---|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
608
shares
|
$82,499
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
601
shares
|
$81,549
0.01% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
594
shares
|
$80,599
0.01% of portfolio
|
Q3 2023
Reduced 0.34%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
592
shares
|
$80,328
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
565
shares
|
$76,664
0.01% of portfolio
|
Q1 2025
Reduced 58.97%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
551
shares
|
$74,765
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ckw Financial Group
|
Jul 25, 2025 Q2 2025 |
541
shares
|
$73,408
0.01% of portfolio
|
Q4 2024
Added 12.24%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
527
shares
|
$71,508
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
511
shares
|
$69,337
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
504
shares
|
$68,387
0.01% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Jul 24, 2025 Q2 2025 |
500
shares
|
$67,845
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
499
shares
|
$67,709
0.0% of portfolio
|
Q2 2025
Added 114.16%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
486
shares
|
$65,945
0.04% of portfolio
|
Q2 2025
Reduced 66.53%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
485
shares
|
$65,809
0.01% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
482
shares
|
$65,402
0.0% of portfolio
|
Q2 2025
Reduced 56.73%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
482
shares
|
$65,402
0.0% of portfolio
|
Q3 2021
Added 20.77%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
481
shares
|
$65,266
0.03% of portfolio
|
Q1 2025
Reduced 13.49%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
470
shares
|
$63,774
0.01% of portfolio
|
Q2 2025
Reduced 23.58%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
469
shares
|
$63,638
0.0% of portfolio
|
Q2 2025
Added 58.45%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
460
shares
|
$62,417
0.02% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
453
shares
|
$61,467
0.0% of portfolio
|
Q2 2025
Reduced 14.04%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
442
shares
|
$59,974
0.01% of portfolio
|
Q4 2023
Reduced 24.44%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
440
shares
|
$59,703
0.02% of portfolio
|
Q2 2022
Reduced 73.7%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
439
shares
|
$59,567
0.01% of portfolio
|
Q2 2025
Reduced 17.94%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
429
shares
|
$58,211
0.01% of portfolio
|
Q2 2025
Added 10.57%
|