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Dell Technologies Inc.

DELL
Exchange
NYSE
Industry
Electronic Computers
SEC CIK
0001571996

In the last 90 days, Dell Technologies Inc. insiders filed 0 open-market purchases and 77 sales; 2,140 institutions reported holding it in 13F filings for Q2 2026, worth $101.5B in total; Maverick Capital is the only superinvestor holding it.

13F holders, Q4 2023

Institutional positions in Dell Technologies Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
844
+87 vs. Q3 2023
Shares held
193.0M
+7.18M (+3.9%) vs. Q3 2023
Total value
$14.8B
+$1.91B (+14.9%) vs. Q3 2023
New holders
168
277 more added
Sold out
81
246 more reduced

12 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting DELL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2023: 844 institutions
Q1 2021: 711 institutionsQ2 2021: 754 institutionsQ3 2021: 750 institutionsQ4 2021: 716 institutionsQ1 2022: 698 institutionsQ2 2022: 709 institutionsQ3 2022: 630 institutionsQ4 2022: 668 institutionsQ1 2023: 652 institutionsQ2 2023: 720 institutionsQ3 2023: 769 institutionsQ4 2023: 844 institutionsQ1 2024: 1,025 institutionsQ2 2024: 1,220 institutionsQ3 2024: 1,233 institutionsQ4 2024: 1,309 institutionsQ1 2025: 1,275 institutionsQ2 2025: 1,360 institutionsQ3 2025: 1,445 institutionsQ4 2025: 1,517 institutionsQ1 2026: 1,647 institutionsQ2 2026: 2,140 institutions
Value heldQ4 2023: $14.8B
Q1 2021: $19.5BQ2 2021: $23.1BQ3 2021: $25.0BQ4 2021: $12.8BQ1 2022: $10.8BQ2 2022: $9.18BQ3 2022: $6.61BQ4 2022: $7.68BQ1 2023: $7.55BQ2 2023: $10.1BQ3 2023: $13.0BQ4 2023: $14.8BQ1 2024: $22.9BQ2 2024: $28.8BQ3 2024: $27.7BQ4 2024: $28.0BQ1 2025: $21.0BQ2 2025: $29.0BQ3 2025: $33.1BQ4 2025: $32.4BQ1 2026: $40.7BQ2 2026: $101.5B
Institutions holding DELL and their total value by quarter
QuarterHoldersValue
Q2 20262,140$101.5B
Q1 20261,647$40.7B
Q4 20251,517$32.4B
Q3 20251,445$33.1B
Q2 20251,360$29.0B
Q1 20251,275$21.0B
Q4 20241,309$28.0B
Q3 20241,233$27.7B
Q2 20241,220$28.8B
Q1 20241,025$22.9B
Q4 2023844$14.8B
Q3 2023769$13.0B
Q2 2023720$10.1B
Q1 2023652$7.55B
Q4 2022668$7.68B
Q3 2022630$6.61B
Q2 2022709$9.18B
Q1 2022698$10.8B
Q4 2021716$12.8B
Q3 2021750$25.0B
Q2 2021754$23.1B
Q1 2021711$19.5B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Dell Technologies Inc.; share changes are against Q3 2023.

Institutions holding DELL in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$30.00%0New
Logan Capital Management Inc1$770.00%00.0%Unchanged
Eagle Bay Advisors LLC1$770.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC2$1530.00%00.0%Unchanged
LGT Financial Advisors LLC2$1530.00%+2New
Ibex Wealth Advisors3$2090.05%+3New
Sofos Investments, Inc.3$2630.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC4$3620.00%00.0%Unchanged
True Wealth Design, LLC5$3830.00%00.0%Unchanged
Kelly Lawrence W & Associates Inc7$5350.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC7$5360.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC7$5360.00%00.0%Unchanged
Fairfield, Bush & Co.7$5360.00%+7New
Planned Solutions, Inc.9$7240.00%+9New
Highlander Capital Management, LLC10$7650.00%00.0%Unchanged
Laurel Wealth Advisors LLC11$7650.00%00.0%Unchanged
Private Wealth Management Group, LLC12$9180.00%+12New
Valley National Advisers Inc19$1.00K0.00%00.0%Unchanged
PrairieView Partners, LLC8$1.00K0.00%00.0%Unchanged
Avion Wealth8$1.00K0.00%−13−61.9%Reduced
Vaughan Nelson Investment Management, L.P.7$1.00K0.00%+7New
Kessler Investment Group, LLC15$1.15K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC16$1.22K0.00%00.0%Unchanged
Wolff Wiese Magana LLC19$1.45K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.19$1.45K0.00%00.0%Unchanged
First Community Trust NA19$1.45K0.00%00.0%Unchanged
IAG Wealth Partners, LLC19$1.45K0.00%00.0%Unchanged
Rockbridge Investment Management, LCC19$1.45K0.00%+19New
ICA Group Wealth Management, LLC19$1.45K0.00%+19New
Riggs Asset Managment Co. Inc.21$1.61K0.00%00.0%Unchanged
First United Bank Trust21$1.61K0.00%+21New
HighMark Wealth Management LLC25$1.91K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.25$1.91K0.00%+25New
Capital Advisors, Ltd. LLC22$2.00K0.00%00.0%Unchanged
Stephens Consulting, LLC30$2.29K0.00%00.0%Unchanged
JJJ Advisors Inc.31$2.37K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC31$2.37K0.00%+1+3.3%Added
New England Capital Financial Advisors LLC32$2.42K0.00%+1+3.2%Added
Arrow Financial Corp33$2.52K0.00%00.0%Unchanged
Colonial Trust Co33$2.54K0.00%−667−95.3%Reduced
CarsonAllaria Wealth Management, Ltd.36$2.82K0.00%00.0%Unchanged
Abound Wealth Management39$2.96K0.00%+2+5.4%Added
Proffitt & Goodson Inc39$2.98K0.00%00.0%Unchanged
Financial Perspectives, Inc39$2.98K0.00%00.0%Unchanged
Life Planning Partners, Inc39$2.98K0.00%+39New
EntryPoint Capital, LLC39$2.98K0.00%+39New
First PREMIER Bank39$3.00K0.00%00.0%Unchanged
FSA Wealth Management LLC39$3.00K0.00%+39New
Lee Financial Co45$3.44K0.00%+45New
Cornerstone Planning Group LLC47$3.60K0.00%+47New
Focused Wealth Management, Inc48$3.67K0.00%00.0%Unchanged
Delta Asset Management LLC49$3.75K0.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA50$3.83K0.00%+50New
Chesapeake Asset Management LLC52$3.98K0.00%+45+642.9%Added
City State Bank53$4.00K0.00%+53New
Fortis Group Advisors, LLC56$4.29K0.00%+28+100.0%Added
Pacific Center for Financial Services59$4.51K0.00%00.0%Unchanged
Versant Capital Management, Inc60$4.59K0.00%00.0%Unchanged
Paloma Partners Management Co61$4.67K0.00%+61New
Rakuten Securities, Inc.61$4.67K0.00%+61New
Nalls Sherbakoff Group, LLC62$4.74K0.00%00.0%Unchanged
Robinswood Financial LLC66$5.05K0.00%00.0%Unchanged
Clear Investment Research, LLC66$5.05K0.01%+66New
First Personal Financial Services67$5.13K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC68$5.20K0.00%+68New
Oliver Lagore Vanvalin Investment Group76$5.81K0.00%00.0%Unchanged
Tompkins Financial Corp79$6.04K0.00%−42−34.7%Reduced
TD Capital Management LLC79$6.04K0.00%−36−31.3%Reduced
CGC Financial Services, LLC79$6.04K0.00%00.0%Unchanged
Grove Bank & Trust80$6.12K0.00%00.0%Unchanged
Front Row Advisors LLC81$6.20K0.00%−224−73.4%Reduced
Pineridge Advisors LLC83$6.39K0.00%+83New
Harbor Investment Advisory, LLC84$6.43K0.00%00.0%Unchanged
Live Oak Investment Partners–$6.58K0.01%––
FinTrust Capital Advisors, LLC87$6.66K0.00%00.0%Unchanged
WFA Asset Management Corp87$6.68K0.00%−101−53.7%Reduced
Gradient Investments LLC90$6.88K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC90$6.88K0.01%+90New
Turtle Creek Wealth Advisors, LLC90$6.88K0.00%+90New
Planning Capital Management Corp91$6.96K0.01%+91New
VitalStone Financial, LLC90$7.00K0.01%−37−29.1%Reduced
Thompson Investment Management, Inc.92$7.04K0.00%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.96$7.34K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC99$7.57K0.00%00.0%Unchanged
Rothschild Investment LLC99$7.57K0.00%+99New
Creekmur Asset Management LLC101$7.74K0.00%+101New
American National Bank105$8.03K0.00%+105New
JFS Wealth Advisors, LLC106$8.11K0.00%+2+1.9%Added
Creative Financial Designs Inc107$8.19K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.107$8.19K0.00%+66+161.0%Added
Blue Bell Private Wealth Management, LLC111$8.49K0.00%00.0%Unchanged
Financial Freedom, LLC112$8.56K0.01%00.0%Unchanged
Kelly Financial Services LLC113$8.61K0.00%+1+0.9%Added
BKM Wealth Management, LLC113$8.64K0.00%+113New
Advantage Trust Co113$8.64K0.01%+113New
Exchange Traded Concepts, LLC115$8.80K0.00%+115New
Westside Investment Management, Inc.118$9.03K0.00%00.0%Unchanged
Contravisory Investment Management, Inc.121$9.26K0.00%00.0%Unchanged
Disciplined Equity Management, Inc.121$9.26K0.01%+121New
Parkside Financial Bank & Trust123$9.41K0.00%−63−33.9%Reduced