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 2024
Institutional positions in Dell Technologies Inc. as of Dec 31, 2024. 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
- 1,309
- +99 vs. Q3 2024
- Shares held
- 243.1M
- +8.64M (+3.7%) vs. Q3 2024
- Total value
- $28.0B
- +$478.1M (+1.7%) vs. Q3 2024
- New holders
- 229
- 561 more added
- Sold out
- 130
- 360 more reduced
23 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,140 | $101.5B |
| Q1 2026 | 1,647 | $40.7B |
| Q4 2025 | 1,517 | $32.4B |
| Q3 2025 | 1,445 | $33.1B |
| Q2 2025 | 1,360 | $29.0B |
| Q1 2025 | 1,275 | $21.0B |
| Q4 2024 | 1,309 | $28.0B |
| Q3 2024 | 1,233 | $27.7B |
| Q2 2024 | 1,220 | $28.8B |
| Q1 2024 | 1,025 | $22.9B |
| Q4 2023 | 844 | $14.8B |
| Q3 2023 | 769 | $13.0B |
| Q2 2023 | 720 | $10.1B |
| Q1 2023 | 652 | $7.55B |
| Q4 2022 | 668 | $7.68B |
| Q3 2022 | 630 | $6.61B |
| Q2 2022 | 709 | $9.18B |
| Q1 2022 | 698 | $10.8B |
| Q4 2021 | 716 | $12.8B |
| Q3 2021 | 750 | $25.0B |
| Q2 2021 | 754 | $23.1B |
| Q1 2021 | 711 | $19.5B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Dell Technologies Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kohmann Bosshard Financial Services, LLC | 96 | $11.1K | 0.00% | +96 | New |
| Plante Moran Financial Advisors, LLC | 99 | $11.4K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 99 | $11.4K | 0.00% | +19+23.8% | Added |
| Atlantic Edge Private Wealth Management, LLC | 100 | $11.5K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 100 | $11.5K | 0.01% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 100 | $11.5K | 0.01% | +100 | New |
| Bullock Wealth Management Group | 100 | $11.5K | 0.01% | +100 | New |
| Princeton Global Asset Management LLC | 107 | $12.3K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 110 | $12.7K | 0.01% | +110 | New |
| Financial Freedom, LLC | 112 | $12.9K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 113 | $13.0K | 0.01% | −39−25.7% | Reduced |
| Valley National Advisers Inc | 119 | $13.0K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 113 | $13.0K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 114 | $13.1K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 120 | $13.8K | 0.01% | +120 | New |
| Contravisory Investment Management, Inc. | 121 | $13.9K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 119 | $14.0K | 0.00% | +117+5,850.0% | Added |
| Capital & Planning, LLC | 131 | $15.1K | 0.01% | +131 | New |
| Darwin Advisors, LLC | 135 | $15.6K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 135 | $15.6K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 136 | $15.7K | 0.00% | −811−85.6% | Reduced |
| Rothschild Investment LLC | 136 | $15.7K | 0.00% | +20+17.2% | Added |
| UMA Financial Services, Inc. | 136 | $15.7K | 0.00% | +136 | New |
| CNB Bank | 137 | $15.8K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 138 | $15.9K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 140 | $16.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 143 | $16.5K | 0.00% | −53−27.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 145 | $16.7K | 0.00% | −3−2.0% | Reduced |
| Copeland Capital Management, LLC | 148 | $17.1K | 0.00% | +111+300.0% | Added |
| Hollencrest Capital Management | 151 | $17.4K | 0.00% | −460−75.3% | Reduced |
| Castleview Partners, LLC | 150 | $17.5K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 155 | $17.9K | 0.02% | +155 | New |
| Ameriflex Group, Inc. | 175 | $18.1K | 0.01% | +175 | New |
| Live Oak Investment Partners | – | $19.0K | 0.01% | – | – |
| Larson Financial Group LLC | 166 | $19.1K | 0.00% | −533−76.3% | Reduced |
| Toth Financial Advisory Corp | 168 | $19.4K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 190 | $19.7K | 0.00% | −8−4.0% | Reduced |
| Crowley Wealth Management, Inc. | 174 | $20.1K | 0.02% | +174 | New |
| SRS Capital Advisors, Inc. | 175 | $20.2K | 0.00% | +8+4.8% | Added |
| St Germain D J Co Inc | 176 | $20.3K | 0.00% | +16+10.0% | Added |
| Old Point Trust & Financial Services N A | 182 | $21.0K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 187 | $21.6K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 189 | $22.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 198 | $22.8K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 198 | $22.8K | 0.00% | −941−82.6% | Reduced |
| Colonial Trust Advisors | 200 | $23.0K | 0.00% | −39−16.3% | Reduced |
| Accordant Advisory Group Inc | 200 | $23.0K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 203 | $23.4K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 203 | $23.4K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 220 | $23.4K | 0.01% | +220 | New |
| Evermay Wealth Management LLC | 206 | $23.7K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 209 | $24.1K | 0.02% | +190+1,000.0% | Added |
| Clean Yield Group | 210 | $24.2K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 218 | $25.1K | 0.00% | +218 | New |
| Vision Financial Markets LLC | 228 | $26.3K | 0.03% | +228 | New |
| Lee Danner & Bass Inc | 228 | $26.3K | 0.00% | +228 | New |
| True Wealth Design, LLC | 234 | $26.9K | 0.01% | −29−11.0% | Reduced |
| WR Wealth Planners, LLC | 241 | $27.8K | 0.01% | +20+9.0% | Added |
| Anchor Investment Management, LLC | 244 | $28.1K | 0.00% | −100−29.1% | Reduced |
| Assetmark, Inc | 248 | $28.6K | 0.00% | −229−48.0% | Reduced |
| Crewe Advisors LLC | 250 | $28.8K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 251 | $28.9K | 0.02% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 252 | $29.0K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 268 | $30.9K | 0.00% | +64+31.4% | Added |
| Ancora Advisors, LLC | 281 | $32.4K | 0.00% | +2+0.7% | Added |
| Provenance Wealth Advisors, LLC | 282 | $32.5K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 288 | $33.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 287 | $33.1K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 287 | $33.1K | 0.01% | +53+22.6% | Added |
| SOA Wealth Advisors, LLC. | 288 | $33.1K | 0.01% | +1+0.3% | Added |
| First Command Advisory Services, Inc. | 295 | $34.0K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 301 | $34.7K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 297 | $35.0K | 0.02% | +4+1.4% | Added |
| Heritage Wealth Advisors | 305 | $35.1K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 306 | $35.3K | 0.00% | 00.0% | Unchanged |
| Mizuho Bank, Ltd. | 310 | $35.7K | 0.01% | +60+24.0% | Added |
| Centerpoint Advisors, LLC | 310 | $36.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 314 | $36.2K | 0.01% | +111+54.7% | Added |
| Bell Investment Advisors, Inc | 314 | $36.2K | 0.01% | −6−1.9% | Reduced |
| MV Capital Management, Inc. | 314 | $36.2K | 0.00% | +26+9.0% | Added |
| Hexagon Capital Partners LLC | 315 | $36.3K | 0.01% | +154+95.7% | Added |
| Sound Income Strategies, LLC | 319 | $36.7K | 0.00% | −8−2.4% | Reduced |
| Stonebridge Financial Group, LLC | 322 | $37.1K | 0.00% | +322 | New |
| JFS Wealth Advisors, LLC | 329 | $37.9K | 0.00% | +221+204.6% | Added |
| McIlrath & Eck, LLC | 330 | $38.0K | 0.00% | +201+155.8% | Added |
| Caldwell Trust Co | 340 | $39.2K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 345 | $39.8K | 0.01% | +111+47.4% | Added |
| Quent Capital, LLC | 350 | $40.4K | 0.00% | +3+0.9% | Added |
| ESL Trust Services, LLC | 357 | $41.1K | 0.01% | +357 | New |
| Bokf, NA | 360 | $41.3K | 0.00% | −3−0.8% | Reduced |
| MCF Advisors LLC | 364 | $41.9K | 0.00% | +74+25.5% | Added |
| Wintrust Investments LLC | 371 | $42.0K | 0.04% | −550−59.7% | Reduced |
| Promus Capital, LLC | 366 | $42.2K | 0.03% | +366 | New |
| Oarsman Capital, Inc. | 367 | $42.3K | 0.01% | −134−26.7% | Reduced |
| HHM Wealth Advisors, LLC | 373 | $43.0K | 0.01% | +8+2.2% | Added |
| Pinney & Scofield, Inc. | 381 | $43.9K | 0.03% | +381 | New |
| Hemington Wealth Management | 385 | $44.0K | 0.01% | +2+0.5% | Added |
| Pinnacle Bancorp, Inc. | 382 | $44.0K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 400 | $46.1K | 0.01% | −40−9.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 401 | $46.2K | 0.02% | 00.0% | Unchanged |