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 1,472 institutions that hold shares in the stock, with a total of 217 Million shares, which have been reported (via 13F filing form) to have a value of $27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
79
shares
|
$9,822
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
78
shares
|
$9,697
0.0% of portfolio
|
Q1 2025
Reduced 12.36%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
76
shares
|
$9,449
0.0% of portfolio
|
Q4 2024
Reduced 48.3%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
75
shares
|
$9,324
0.0% of portfolio
|
Q2 2025
Reduced 34.21%
|
|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
75
shares
|
$9,324
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
75
shares
|
$9,324
0.0% of portfolio
|
Q1 2025
Reduced 99.78%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
73
shares
|
$9,076
0.0% of portfolio
|
Q1 2025
Added 46.0%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
72
shares
|
$8,951
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
71
shares
|
$8,827
0.0% of portfolio
|
Q4 2024
Added 97.22%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
71
shares
|
$8,827
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
71
shares
|
$8,827
0.0% of portfolio
|
Q1 2025
Reduced 85.05%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
70
shares
|
$8,703
0.0% of portfolio
|
Q4 2024
Added 180.0%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
70
shares
|
$8,703
0.01% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
66
shares
|
$8,205
0.0% of portfolio
|
Q1 2025
Reduced 71.79%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
62
shares
|
$7,708
0.0% of portfolio
|
Q1 2023
Added 1450.0%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
61
shares
|
$7,584
0.0% of portfolio
|
Q4 2024
Added 64.86%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
60
shares
|
$7,459
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
60
shares
|
$7,459
0.0% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
59
shares
|
$7,335
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
59
shares
|
$7,335
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
57
shares
|
$7,086
0.0% of portfolio
|
Q2 2025
Reduced 98.54%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
53
shares
|
$6,589
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
49
shares
|
$6,092
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
48
shares
|
$5,967
0.0% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Altshuler Shaham LTD
|
May 15, 2025 Q1 2025 |
44
shares
|
$5,470
0.0% of portfolio
|
Q1 2025
New holding
|