Institutional Ownership Dropbox, Inc. (DBX)
This table provides information about the institutional ownership of Dropbox, Inc. (DBX). We have compiled data on the 546 institutions that hold shares in the stock, with a total of 210 Million shares, which have been reported (via 13F filing form) to have a value of $6.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
30
shares
|
$910
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
29
shares
|
$880
0.0% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
25
shares
|
$759
0.0% of portfolio
|
Q3 2025
Reduced 97.3%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
25
shares
|
$759
0.0% of portfolio
|
Q4 2024
Reduced 93.51%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
22
shares
|
$667
0.0% of portfolio
|
Q3 2025
Reduced 74.71%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
21
shares
|
$637
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
20
shares
|
$607
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
20
shares
|
$607
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
18
shares
|
$546
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2026 Q4 2025 |
17
shares
|
$516
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
17
shares
|
$516
0.0% of portfolio
|
Q3 2024
Added 240.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
16
shares
|
$485
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
14
shares
|
$425
0.0% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
14
shares
|
$425
0.0% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
14
shares
|
$425
0.0% of portfolio
|
Q3 2025
Reduced 99.88%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
13
shares
|
$394
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
12
shares
|
$364
0.0% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
8
shares
|
$242
0.0% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
8
shares
|
$242
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
7
shares
|
$212
0.0% of portfolio
|
Q2 2025
Added 75.0%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
6
shares
|
$182
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
5
shares
|
$151
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
4
shares
|
$121
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
2
shares
|
$60
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
2
shares
|
$60
0.0% of portfolio
|
Q4 2020
New holding
|
|