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Dell Technologies (DELL) Institutional Ownership

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$109.65 -0.46 (-0.42%)
Closing price 01/17/2025 03:59 PM Eastern
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$110.56 +0.91 (+0.83%)
As of 08:51 AM Eastern
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Institutional Ownership Changes (13F Filings) for Dell Technologies (NYSE:DELL)

Current
Institutional Ownership
Percentage
76.37%
Number of
Institutional Buyers
(last 12 months)
767
Total
Institutional Inflows
(last 12 months)
$6.06B
Number of
Institutional Sellers
(last 12 months)
335
Total
Institutional Outflows
(last 12 months)
$4.15B
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DELL Institutional Buying and Selling by Quarter

Dell Technologies Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 New Century Financial Group LLC9,163$1.10M0.5%N/A0.001%
1/17/2025 Veracity Capital LLC1,884$217K0.1%N/A0.000%
1/17/2025 Avior Wealth Management LLC9,357$1.08M0.0%+76.9%0.001%
1/17/2025 Raleigh Capital Management Inc.6,504$750K0.3%-10.7%0.001%
1/17/2025 Wesbanco Bank Inc.24,631$2.84M0.1%-15.6%0.004%
1/17/2025 Janney Montgomery Scott LLC105,007$12.10M0.0%+7.9%0.015%
1/17/2025 Bartlett & CO. Wealth Management LLC1,004$116K0.0%+24.0%0.000%
1/17/2025 Westside Investment Management Inc.793$91K0.0%-46.0%0.000%
1/17/2025 Park Place Capital Corp6,557$756K0.2%+15.2%0.001%
1/17/2025 Viking Fund Management LLC45,000$5.19M0.8%N/A0.006%
1/17/2025 Nisa Investment Advisors LLC10,512$1.21M0.0%+31.2%0.002%
1/17/2025 Aspire Private Capital LLC17,497$2.02M0.5%+8.3%0.002%
1/17/2025 Fort Washington Investment Advisors Inc. OH3,974$458K0.0%-11.8%0.001%
1/17/2025 Enclave Advisors LLC7,361$848K0.1%N/A0.001%
1/17/2025 Atomi Financial Group Inc.6,709$773K0.0%-2.4%0.001%
1/17/2025 Transform Wealth LLC28,783$3.32M0.2%-4.5%0.004%
1/17/2025 Clear Harbor Asset Management LLC8,191$944K0.1%+2.7%0.001%
1/17/2025 TB Alternative Assets Ltd.53,133$6.12M1.6%-46.6%0.008%
1/16/2025 ARS Investment Partners LLC12,545$1.45M0.1%+19.5%0.002%
1/16/2025 Crossmark Global Holdings Inc.10,466$1.21M0.0%-37.4%0.001%
1/16/2025 Ballentine Partners LLC10,192$1.18M0.0%-3.2%0.001%
1/16/2025 Sky Investment Group LLC14,640$1.69M0.3%N/A0.002%
1/16/2025 Amplius Wealth Advisors LLC2,214$255K0.0%-4.0%0.000%
1/16/2025 Harbor Investment Advisory LLC1,263$146K0.0%-25.4%0.000%
1/16/2025 Zhang Financial LLC8,525$982K0.1%+19.1%0.001%
1/16/2025 MassMutual Private Wealth & Trust FSB645$74K0.0%+92.5%0.000%
1/16/2025 Bridgewater Advisors Inc.15,665$1.71M0.2%+1.6%0.002%
1/16/2025 UMB Bank n.a.1,292$149K0.0%+8.8%0.000%
1/16/2025 Diversify Advisory Services LLC2,637$303K0.0%-23.1%0.000%
1/16/2025 Ellsworth Advisors LLC37,564$4.33M1.1%N/A0.005%
1/15/2025 Udine Wealth Management Inc.14,629$1.69M1.1%+2.2%0.002%
1/15/2025 Kera Capital Partners Inc.33,185$3.82M1.1%N/A0.005%
1/15/2025 Financial Management Professionals Inc.2,861$330K0.0%-3.4%0.000%
1/15/2025 Jackson Square Capital LLC11,752$1.35M0.3%+8.7%0.002%
1/15/2025 KRS Capital Management LLC7,271$838K0.6%-4.3%0.001%
1/15/2025 Shelton Wealth Management LLC8,749$1.01M0.5%N/A0.001%
1/15/2025 Arkadios Wealth Advisors14,704$1.70M0.1%+12.1%0.002%
1/15/2025 InTrack Investment Management Inc13,516$1.47M1.0%+150.2%0.002%
1/15/2025 Brooklyn Investment Group610$70K0.0%+18.7%0.000%
1/15/2025 Merit Financial Group LLC3,620$417K0.0%N/A0.001%
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1/15/2025 Wealthcare Advisory Partners LLC1,803$208K0.0%-13.5%0.000%
1/15/2025 Avanza Fonder AB33,814$3.90M0.1%N/A0.005%
1/15/2025 Hennessy Advisors Inc.116,500$13.43M0.4%+3.7%0.017%
1/15/2025 KMG Fiduciary Partners LLC22,417$2.58M0.2%+17.0%0.003%
1/15/2025 Occidental Asset Management LLC29,885$3.44M0.5%+10.9%0.004%
1/15/2025 Ritholtz Wealth Management27,636$3.19M0.1%-8.3%0.004%
1/15/2025 Carnegie Investment Counsel81,330$9.37M0.3%+40.8%0.012%
1/15/2025 Gateway Investment Advisers LLC62,020$7.15M0.1%+3.7%0.009%
1/15/2025 Hennion & Walsh Asset Management Inc.34,862$4.02M0.2%+40.6%0.005%
1/14/2025 Foresight Capital Management Advisors Inc.16,018$1.85M1.1%+10.0%0.002%
1/14/2025 HCR Wealth Advisors15,347$1.77M0.2%+2.8%0.002%
1/14/2025 Advisors Management Group Inc. ADV19,114$2.20M0.5%+5.8%0.003%
1/14/2025 Burney Co.15,438$1.78M0.1%N/A0.002%
1/14/2025 Meyer Handelman Co.56,959$6.56M0.2%+41.6%0.008%
1/14/2025 Avity Investment Management Inc.6,220$717K0.1%-8.5%0.001%
1/14/2025 Clarus Wealth Advisors7,191$792K0.4%+15.7%0.001%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.1,033$119K0.0%-44.7%0.000%
1/14/2025 Park Avenue Securities LLC4,395$506K0.0%+33.8%0.001%
1/14/2025 Kathmere Capital Management LLC4,595$530K0.0%-2.2%0.001%
1/14/2025 Assenagon Asset Management S.A.10,136$1.17M0.0%-97.4%0.001%
1/14/2025 Fifth Third Wealth Advisors LLC2,154$248K0.0%-4.1%0.000%
1/14/2025 Oak Thistle LLC3,085$356K0.1%-50.2%0.000%
1/14/2025 SeaCrest Wealth Management LLC3,974$458K0.0%-59.5%0.001%
1/14/2025 Fiduciary Financial Group LLC2,600$298K0.1%N/A0.000%
1/14/2025 Quad Cities Investment Group LLC3,274$377K0.2%-38.8%0.000%
1/13/2025 Shorepath Capital Management LLC65,433$7.54M5.4%+14.4%0.009%
1/13/2025 Benson Investment Management Company Inc.44,410$5.12M2.1%-0.3%0.006%
1/13/2025 Signet Financial Management LLC52,389$6.04M0.8%-1.7%0.007%
1/13/2025 Courier Capital LLC8,784$1.01M0.1%-23.6%0.001%
1/13/2025 Pallas Capital Advisors LLC7,828$902K0.0%-13.0%0.001%
1/13/2025 Miracle Mile Advisors LLC13,825$1.59M0.0%+9.2%0.002%
1/13/2025 Sunflower Bank N.A.3,256$375K0.1%+3.1%0.000%
1/13/2025 Burns J W & Co. Inc. NY11,035$1.27M0.2%N/A0.002%
1/13/2025 Eastern Bank3,188$367K0.0%-7.9%0.000%
1/13/2025 Persium Advisors LLC6,477$746K0.7%N/A0.001%
1/13/2025 Claro Advisors LLC1,988$229K0.0%-35.6%0.000%
1/13/2025 Wedmont Private Capital2,148$247K0.0%N/A0.000%
1/13/2025 Salem Investment Counselors Inc.12,617$1.45M0.0%+2.8%0.002%
1/13/2025 Kieckhefer Group LLC33,834$3.90M2.3%N/A0.005%
1/13/2025 Brookstone Capital Management16,599$1.91M0.0%+448.0%0.002%
1/13/2025 Czech National Bank66,600$7.68M0.1%+13.6%0.009%
1/10/2025 Graypoint LLC2,348$271K0.0%+12.6%0.000%
1/10/2025 ORG Wealth Partners LLC709$82K0.0%N/A0.000%
1/10/2025 Franklin Street Advisors Inc. NC137,245$15.82M1.1%+17.8%0.020%
1/10/2025 Hilltop National Bank4,860$560K0.2%-4.1%0.001%
1/10/2025 Fortitude Family Office LLC435$50K0.0%+171.9%0.000%
1/10/2025 Watts Gwilliam & Co. LLC14,246$1.73M0.4%-10.6%0.002%
1/8/2025 First Hawaiian Bank20,868$2.41M0.1%+52.5%0.003%
1/8/2025 Farmers Trust Co.31,699$3.65M0.7%+0.8%0.005%
1/8/2025 Fulton Bank N.A.14,710$1.70M0.1%-1.9%0.002%
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1/8/2025 International Assets Investment Management LLC19,549$2.28M0.1%-99.2%0.003%
1/6/2025 Fortem Financial Group LLC35,338$4.07M1.6%+1.5%0.005%
1/6/2025 Nordea Investment Management AB1,350,773$155.77M0.2%+2.7%0.193%
1/3/2025 Everence Capital Management Inc.7,410$854K0.1%N/A0.001%
1/3/2025 Modus Advisors LLC1,633$188K0.1%N/A0.000%
1/3/2025 GAMMA Investing LLC3,036$350K0.0%+96.6%0.000%
1/3/2025 Versant Capital Management Inc314$36K0.0%+54.7%0.000%
12/19/2024Independent Solutions Wealth Management LLC16,109$1.91M0.4%+3.5%0.002%
12/19/2024Principal Financial Group Inc.459,333$54.45M0.0%+59.3%0.066%
12/13/2024B. Riley Wealth Advisors Inc.22,078$2.60M0.1%-9.4%0.003%
(Data available from 1/1/2016 forward)

DELL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DELL shares?

During the previous two years, 1,082 institutional investors and hedge funds held shares of Dell Technologies. The most heavily invested institutionals were Vanguard Group Inc. ($1.90B), State Street Corp ($1.51B), FMR LLC ($1.41B), Boston Partners ($882.03M), Capital World Investors ($835.95M), Geode Capital Management LLC ($746.60M), and BlackRock Inc. ($676.35M).Learn more on DELL's institutional investors.

What percentage of Dell Technologies stock is owned by institutional investors?

76.37% of Dell Technologies stock is owned by institutional investors. Learn more on DELL's institutional investor holdings.

Which institutional investors have been buying Dell Technologies stock?

Of the 972 institutional investors that purchased Dell Technologies stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Boston Partners ($9.98M), Capital World Investors ($7.33M), State Street Corp ($6.13M), FMR LLC ($5.42M), Alkeon Capital Management LLC ($3.72M), Bank Julius Baer & Co. Ltd Zurich ($3.16M), and DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($3.04M).

How much institutional buying is happening at Dell Technologies?

Institutional investors have bought a total of 116,642,395 shares in the last 24 months. This purchase volume represents approximately $9.46B in transactions.

Which Dell Technologies major shareholders have been selling company stock?

Of the 471 institutional investors that sold Dell Technologies stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Dodge & Cox ($11.48M), BlackRock Inc. ($7.29M), DnB Asset Management AS ($3.61M), Renaissance Technologies LLC ($3.52M), Assenagon Asset Management S.A. ($2.74M), LSV Asset Management ($2.55M), and FMR LLC ($2.53M).

How much institutional selling is happening at Dell Technologies?

Institutional investors have sold a total of 75,134,000 shares in the last 24 months. This volume of shares sold represents approximately $6.12B in transactions.



This page (NYSE:DELL) was last updated on 1/21/2025 by MarketBeat.com Staff
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