13F

Stock

Dell Technologies Inc.

DELL · held by 48 managers

Reported value

$2.61B

Holders

48

+2 new · −1 exited

Holders’ est. mark

$23.6M

Price effect on 21 books still in the name

Largest holder

$1.71B

MORGAN STANLEY

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY12M$1.71BHeld
BANK OF AMERICA CORP /DE/4.91M$695.4MHeld
BARCLAYS PLC700.5K$99.3M$13.4MCut−$30.3M
Swiss Life Asset Management Ltd136.6K$19.4M$2.62MAdded$2.54M
Cresset Asset Management, LLC130.7K$18.5M$2.43MAdded$2.95M
PKO BP BANKOWY Universal Pension Society JSC97.6K$13.8M$1.87MAdded$1.87M
PEAK6 LLC87.4K$12.4MNew
Allworth Financial LP80.9K$11.5MHeld
Alberta Investment Management Corp39.9K$5.66M$582.8KAdded$1.93M
NWAM LLC37.2K$5.5M$565.7KCut−$205.4K
OP Asset Management Ltd33.9K$4.81M$643.8KAdded$695.2K
AIA Group Ltd20.5K$2.9MHeld
Steadtrust LLC19.1K$2.71M$366.9KAdded$293.5K
National Philanthropic Trust16.8K$2.38M$319.3KAdded$339.3K
Leonteq Securities AG13.7K$1.95M$263.3KCut−$4.67M
MRP Capital Investments, LLC14.9K$1.82MHeld
Lindenwold Advisors, INC9.19K$1.3MHeld
INDEPENDENT FINANCIAL GROUP, LLC6.92K$980.3K$90.8KAdded$399.8K
American State Bank (Iowa)6.23K$883.4K$119.4KAdded$119.4K
Severin Investments, LLC5.59K$793K$107.3KAdded$12.4K
Wealthspire Retirement, LLC3.81K$539.7KHeld
Savant Capital, LLC3.73K$528.8K$71.5KAdded$59.2K
GROUPAMA ASSET MANAGMENT3.12K$442.9KHeld
IFP Advisors, Inc2.65K$375.7KHeld
Millennium Capital Advisors, LLC2.23K$316.9K$38.1KAdded$73.5K
Virtue Capital Management, LLC2.2K$311.8KHeld
J. Team Financial, Inc.1.95K$276KHeld
DGS Capital Management, LLC1.75K$248.2K$32.3KAdded$41.9K
VIRTUS ADVISERS, LLC740$104.9KNew
Prestige Wealth Management Group LLC504$71.5K$9.66KAdded$9.66K
MV CAPITAL MANAGEMENT, INC.402$57KHeld
KBC Group NV379.6K$53.8KHeld
Medallion Wealth Advisors, LLC309$43.8K$6.13KAdded$6.13K
Scarborough Advisors, LLC212$30KHeld
Boreal Capital Management LLC164$23.3KHeld
Strategic Investment Solutions, Inc. /IL150$21.3KHeld
EVOLUTION WEALTH MANAGEMENT INC.100$14.2KHeld
Kilter Group LLC71$10.1KHeld
Nalls Sherbakoff Group, LLC62$8.79K$1.19KAdded$1.19K
Clark Wealth Partners48$6.04K$157Added$157
Aventura Private Wealth, LLC42$5.95K$805Added$805
ADVISORS MANAGEMENT GROUP INC /ADV30.7K$4.35KHeld
Principia Wealth Advisory, LLC14$1.99KHeld
NEW MEXICO EDUCATIONAL RETIREMENT BOARD13.5K$1.91KHeld
WFA of San Diego, LLC11$1.56KHeld
FNY Investment Advisers, LLC6.41K$909Held
Painted Porch Advisors LLC2$284Held
Cape Investment Advisory, Inc.2$284Held

Who left

Positions as of Q3 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.