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 |
|---|---|---|---|---|---|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
330
shares
|
$44,777
0.04% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
324
shares
|
$43,963
0.04% of portfolio
|
Q1 2025
Added 86.21%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
323
shares
|
$43,827
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
310
shares
|
$42,063
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
306
shares
|
$41,521
0.01% of portfolio
|
Q2 2025
Reduced 12.82%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
305
shares
|
$41,385
0.0% of portfolio
|
Q2 2023
Reduced 6.56%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
304
shares
|
$41,249
0.0% of portfolio
|
Q2 2025
Added 5.19%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 29, 2025 Q2 2025 |
288
shares
|
$39,078
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
285
shares
|
$38,671
0.0% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
282
shares
|
$38,264
0.0% of portfolio
|
Q3 2024
Added 809.68%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
278
shares
|
$37,721
0.0% of portfolio
|
Q2 2025
Reduced 72.96%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
276
shares
|
$37,450
0.01% of portfolio
|
Q2 2025
Reduced 75.27%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
275
shares
|
$37,314
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Aug 12, 2025 Q2 2025 |
275
shares
|
$37,314
0.0% of portfolio
|
Q2 2025
Reduced 98.35%
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
273
shares
|
$37,043
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
265
shares
|
$35,957
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
254
shares
|
$34,465
0.0% of portfolio
|
Q2 2025
Added 96.9%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
253
shares
|
$34,329
0.02% of portfolio
|
Q2 2025
Added 82.01%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
252
shares
|
$34,193
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
252
shares
|
$34,193
0.0% of portfolio
|
Q3 2024
Reduced 6.32%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
251
shares
|
$34,058
0.0% of portfolio
|
Q2 2025
Added 66.23%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
251
shares
|
$34,058
0.02% of portfolio
|
Q3 2024
Reduced 14.04%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
247
shares
|
$33,515
0.01% of portfolio
|
Q2 2025
Reduced 47.0%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
244
shares
|
$33,108
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
243
shares
|
$32,972
0.0% of portfolio
|
Q2 2025
Added 1.67%
|