13F

Stock

Dell Technologies Inc.

DELL · held by 24 managers

Reported value

$227.8M

Holders

24

+4 new · −0 exited

Holders’ est. mark

$51.1M

Price effect on 16 books still in the name

Largest holder

$129.6M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC1.06M$129.6M$33.3MAdded$27.7M
DANSKE BANK A/S203.6K$25M$6.4MAdded$933.5K
Swiss Life Asset Management Ltd137.3K$16.8M$4.17MAdded$4.75M
Cresset Asset Management, LLC127K$15.6MHeld
PKO BP BANKOWY Universal Pension Society JSC97.6K$12M$3.07MAdded$3.07M
Leonteq Securities AG54K$6.62M$1.73MCut−$5.93M
NWAM LLC43K$5.7MHeld
OP Asset Management Ltd33.6K$4.12M$1.05MAdded$1.09M
Alberta Investment Management Corp30.4K$3.73MHeld
Steadtrust LLC19.7K$2.42MHeld
National Philanthropic Trust16.7K$2.04M$523.8KAdded$523.8K
ELEVATION POINT WEALTH PARTNERS, LLC7.04K$863.5K$214.1KAdded$242.6K
Severin Investments, LLC6.37K$780.7K$200.2KAdded$194.7K
American State Bank (Iowa)6.23K$763.9K$196KAdded$196K
INDEPENDENT FINANCIAL GROUP, LLC4.74K$580.5K$148.4KAdded$150.5K
Savant Capital, LLC3.83K$469.6K$97.3KAdded$187.5K
Millennium Capital Advisors, LLC1.99K$243.4KNew
Finivi Inc.1.92K$234.9KNew
DGS Capital Management, LLC1.68K$206.3KNew
Prestige Wealth Management Group LLC504$61.8K$15.9KAdded$15.2K
Medallion Wealth Advisors, LLC309$37.7K$9.33KAdded$9.33K
Nalls Sherbakoff Group, LLC62$7.6K$1.95KAdded$1.95K
Clark Wealth Partners48$5.88KNew
Aventura Private Wealth, LLC42$5.15K$1.32KAdded$1.32K

Positions as of Q2 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.