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 1,676 institutions that hold shares in the stock, with a total of 228 Million shares, which have been reported (via 13F filing form) to have a value of $30.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
4,100
shares
|
$548,416
0.06% of portfolio
|
Q2 2022
Added 6.49%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
4,087
shares
|
$546,677
0.0% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Cohen Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
4,069
shares
|
$544,269
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Permanens Capital L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,067
shares
|
$544,001
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Caerus Investment Advisors, LLC
|
Nov 19, 2025 Q3 2025 |
4,065
shares
|
$543,734
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
4,045
shares
|
$541,059
0.02% of portfolio
|
Q3 2025
Added 11.96%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
4,039
shares
|
$540,256
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
4,027
shares
|
$538,651
0.01% of portfolio
|
Q3 2025
Reduced 57.88%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
4,020
shares
|
$537,715
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
4,011
shares
|
$536,511
0.01% of portfolio
|
Q4 2025
Reduced 8.65%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
4,005
shares
|
$535,708
0.03% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
Gator Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,000
shares
|
$535,040
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Avity Investment Management Inc.
|
Jan 13, 2026 Q4 2025 |
3,995
shares
|
$534,371
0.03% of portfolio
|
Q4 2025
Reduced 8.37%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 21, 2025 Q3 2025 |
3,991
shares
|
$533,836
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
3,970
shares
|
$531,027
0.06% of portfolio
|
Q2 2025
Added 7.97%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,964
shares
|
$530,224
0.01% of portfolio
|
Q2 2024
Added 1.1%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
3,950
shares
|
$528,352
0.05% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
3,944
shares
|
$527,549
0.0% of portfolio
|
Q3 2025
Reduced 10.65%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Jan 06, 2026 Q4 2025 |
3,919
shares
|
$524,205
0.29% of portfolio
|
Q4 2025
Added 3.49%
|
|
|
Krs Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
3,905
shares
|
$522,332
0.34% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
3,840
shares
|
$513,638
0.09% of portfolio
|
Q3 2025
Added 24.47%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
3,834
shares
|
$512,835
0.01% of portfolio
|
Q3 2025
Added 29.0%
|
|
|
First Dallas Securities Inc.
|
Nov 05, 2025 Q3 2025 |
3,820
shares
|
$510,963
0.21% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
3,815
shares
|
$510,294
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
3,809
shares
|
$509,491
0.02% of portfolio
|
Q3 2025
Added 3.31%
|
|