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 |
|---|---|---|---|---|---|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
42
shares
|
$5,698
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
42
shares
|
$5,698
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
42
shares
|
$5,698
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
39
shares
|
$5,291
0.0% of portfolio
|
Q4 2024
Reduced 23.53%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
39
shares
|
$5,291
0.0% of portfolio
|
Q3 2024
Reduced 46.58%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
39
shares
|
$5,291
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
39
shares
|
$5,291
0.0% of portfolio
|
Q2 2021
Reduced 98.87%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
37
shares
|
$5,020
0.0% of portfolio
|
Q2 2025
Added 8.82%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
36
shares
|
$4,884
0.0% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
34
shares
|
$4,613
0.0% of portfolio
|
Q2 2025
Added 78.95%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
34
shares
|
$4,613
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
33
shares
|
$4,477
0.0% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
31
shares
|
$4,206
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
29
shares
|
$3,935
0.0% of portfolio
|
Q1 2025
Added 45.0%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
28
shares
|
$3,799
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
27
shares
|
$3,663
0.0% of portfolio
|
Q1 2025
Reduced 98.72%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
26
shares
|
$3,527
0.0% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
26
shares
|
$3,527
0.0% of portfolio
|
Q2 2025
Added 23.81%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
25
shares
|
$3,392
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
25
shares
|
$3,392
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
25
shares
|
$3,392
0.0% of portfolio
|
Q1 2025
Added 127.27%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
24
shares
|
$3,256
0.0% of portfolio
|
Q4 2024
Added 242.86%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
24
shares
|
$3,256
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
23
shares
|
$3,120
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
22
shares
|
$2,985
0.0% of portfolio
|
Q2 2025
Reduced 88.11%
|