Skip to main content
Livermore
Livermore
ZHEN

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; 2,139 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: 1,024 institutionsQ2 2024: 1,219 institutionsQ3 2024: 1,232 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: 2,139 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 20262,139$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 20241,232$27.7B
Q2 20241,219$28.8B
Q1 20241,024$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
JTC Employer Solutions Trusteee Ltd288$22.0K0.00%00.0%Unchanged
Archer Investment Corp287$22.0K0.01%00.0%Unchanged
Heritage Wealth Advisors285$21.8K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.284$21.7K0.00%+2+0.7%Added
Optimum Investment Advisors281$21.5K0.01%00.0%Unchanged
Hexagon Capital Partners LLC279$21.3K0.01%−81−22.5%Reduced
Ancora Advisors, LLC279$21.3K0.00%−1−0.4%Reduced
Venturi Wealth Management, LLC274$21.0K0.00%−6−2.1%Reduced
Cullen/Frost Bankers, Inc.265$20.3K0.00%+165+165.0%Added
St Germain D J Co Inc260$19.9K0.00%00.0%Unchanged
Salem Investment Counselors Inc259$19.8K0.00%00.0%Unchanged
Bell Investment Advisors, Inc258$19.7K0.00%−5−1.9%Reduced
Sachetta, LLC246$18.8K0.01%+246New
Colonial Trust Advisors239$18.3K0.00%00.0%Unchanged
Toth Financial Advisory Corp233$17.8K0.00%00.0%Unchanged
Ulland Investment Advisors, LLC228$17.0K0.02%00.0%Unchanged
Wetzel Investment Advisors, Inc.227$17.0K0.01%+227New
EverSource Wealth Advisors, LLC213$16.3K0.00%−108−33.6%Reduced
Montag A & Associates Inc211$16.1K0.00%00.0%Unchanged
Evermay Wealth Management LLC206$15.8K0.00%00.0%Unchanged
Oakworth Capital, Inc.203$15.5K0.00%00.0%Unchanged
New Vernon Capital Holdings II LLC201$15.4K0.01%00.0%Unchanged
Glassman Wealth Services200$15.3K0.00%−20−9.1%Reduced
Washington Trust Co200$15.3K0.00%00.0%Unchanged
Piscataqua Savings Bank198$15.1K0.01%00.0%Unchanged
Beacon Capital Management, LLC209$14.4K0.00%00.0%Unchanged
Clear Point Advisors Inc.187$14.3K0.01%+187New
Brown Brothers Harriman & Co186$14.2K0.00%+19+11.4%Added
Lowe Wealth Advisors, LLC185$14.2K0.01%00.0%Unchanged
Rakuten Investment Management, Inc.184$14.1K0.00%+184New
Old Point Trust & Financial Services N A182$13.9K0.01%+182New
Geneos Wealth Management Inc.161$12.3K0.00%+7+4.5%Added
CVA Family Office, LLC157$12.0K0.00%+157New
West Paces Advisors Inc.154$11.8K0.00%+115+294.9%Added
Bruce G. Allen Investments, LLC152$11.6K0.01%+152New
Concord Wealth Partners149$11.4K0.00%00.0%Unchanged
Bangor Savings Bank148$11.3K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.154$11.0K0.00%−55−26.3%Reduced
Centerpoint Advisors, LLC147$11.0K0.00%00.0%Unchanged
Massmutual Trust Co FSB141$10.8K0.00%+18+14.6%Added
Tucker Asset Management LLC138$10.6K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.132$10.0K0.00%+53+67.1%Added
McIlrath & Eck, LLC129$9.87K0.00%+105+437.5%Added
Sunbelt Securities, Inc.127$9.72K0.00%00.0%Unchanged
Parkside Financial Bank & Trust123$9.41K0.00%−63−33.9%Reduced
Contravisory Investment Management, Inc.121$9.26K0.00%00.0%Unchanged
Disciplined Equity Management, Inc.121$9.26K0.01%+121New
Westside Investment Management, Inc.118$9.03K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC115$8.80K0.00%+115New
Advantage Trust Co113$8.64K0.01%+113New
BKM Wealth Management, LLC113$8.64K0.00%+113New
Kelly Financial Services LLC113$8.61K0.00%+1+0.9%Added
Financial Freedom, LLC112$8.56K0.01%00.0%Unchanged
Blue Bell Private Wealth Management, LLC111$8.49K0.00%00.0%Unchanged
Creative Financial Designs Inc107$8.19K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.107$8.19K0.00%+66+161.0%Added
JFS Wealth Advisors, LLC106$8.11K0.00%+2+1.9%Added
American National Bank105$8.03K0.00%+105New
Creekmur Asset Management LLC101$7.74K0.00%+101New
Plante Moran Financial Advisors, LLC99$7.57K0.00%00.0%Unchanged
Rothschild Investment LLC99$7.57K0.00%+99New
Pension & Wealth Management Advisors, Inc.96$7.34K0.00%00.0%Unchanged
Thompson Investment Management, Inc.92$7.04K0.00%00.0%Unchanged
VitalStone Financial, LLC90$7.00K0.01%−37−29.1%Reduced
Planning Capital Management Corp91$6.96K0.01%+91New
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
WFA Asset Management Corp87$6.68K0.00%−101−53.7%Reduced
FinTrust Capital Advisors, LLC87$6.66K0.00%00.0%Unchanged
Live Oak Investment Partners–$6.58K0.01%––
Harbor Investment Advisory, LLC84$6.43K0.00%00.0%Unchanged
Pineridge Advisors LLC83$6.39K0.00%+83New
Front Row Advisors LLC81$6.20K0.00%−224−73.4%Reduced
Grove Bank & Trust80$6.12K0.00%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
Oliver Lagore Vanvalin Investment Group76$5.81K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC68$5.20K0.00%+68New
First Personal Financial Services67$5.13K0.00%00.0%Unchanged
Robinswood Financial LLC66$5.05K0.00%00.0%Unchanged
Clear Investment Research, LLC66$5.05K0.01%+66New
Nalls Sherbakoff Group, LLC62$4.74K0.00%00.0%Unchanged
Paloma Partners Management Co61$4.67K0.00%+61New
Rakuten Securities, Inc.61$4.67K0.00%+61New
Versant Capital Management, Inc60$4.59K0.00%00.0%Unchanged
Pacific Center for Financial Services59$4.51K0.00%00.0%Unchanged
Fortis Group Advisors, LLC56$4.29K0.00%+28+100.0%Added
City State Bank53$4.00K0.00%+53New
Chesapeake Asset Management LLC52$3.98K0.00%+45+642.9%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA50$3.83K0.00%+50New
Delta Asset Management LLC49$3.75K0.00%00.0%Unchanged
Focused Wealth Management, Inc48$3.67K0.00%00.0%Unchanged
Cornerstone Planning Group LLC47$3.60K0.00%+47New
Lee Financial Co45$3.44K0.00%+45New
First PREMIER Bank39$3.00K0.00%00.0%Unchanged
FSA Wealth Management LLC39$3.00K0.00%+39New
Proffitt & Goodson Inc39$2.98K0.00%00.0%Unchanged
Financial Perspectives, Inc39$2.98K0.00%00.0%Unchanged