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 1,462 institutions that hold shares in the stock, with a total of 219 Million shares, which have been reported (via 13F filing form) to have a value of $24.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
68
shares
|
$7,623
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
68
shares
|
$7,623
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
66
shares
|
$7,399
0.0% of portfolio
|
Q1 2025
Reduced 71.79%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
63
shares
|
$7,062
0.0% of portfolio
|
Q1 2025
Added 270.59%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
62
shares
|
$6,950
0.0% of portfolio
|
Q1 2023
Added 1450.0%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
61
shares
|
$6,838
0.0% of portfolio
|
Q4 2024
Added 64.86%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
60
shares
|
$6,726
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
60
shares
|
$6,726
0.0% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
59
shares
|
$6,614
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
59
shares
|
$6,614
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
53
shares
|
$5,941
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
49
shares
|
$5,493
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
48
shares
|
$5,381
0.0% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Altshuler Shaham LTD
|
May 15, 2025 Q1 2025 |
44
shares
|
$4,932
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
43
shares
|
$4,820
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
43
shares
|
$4,820
0.0% of portfolio
|
Q1 2025
Added 616.67%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
42
shares
|
$4,708
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
42
shares
|
$4,708
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
41
shares
|
$4,596
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
39
shares
|
$4,372
0.0% of portfolio
|
Q4 2024
Reduced 23.53%
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
39
shares
|
$4,372
0.0% of portfolio
|
Q3 2024
Reduced 46.58%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
39
shares
|
$4,372
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
39
shares
|
$4,372
0.0% of portfolio
|
Q2 2021
Reduced 98.87%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
37
shares
|
$4,148
0.0% of portfolio
|
Q1 2025
Reduced 51.95%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
35
shares
|
$3,923
0.0% of portfolio
|
Q1 2025
Reduced 2.78%
|