Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

DELL TECHNOLOGIES INC · CL C · quarter ended 2026-03-31 · 11 members disclosed DELL ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,183 holders are listed, largest first: 1,183
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $33.0B
holders whose share count rose or who opened the position (new + add), by shares: 630
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 143

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of DELL ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$4.1B	24,749,402	−514,877	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$3.2B	19,436,711	—	NO PRIOR
3	BANK OF AMERICA CORP /DE/	$2.4B	14,394,835	+1,011,101	ADD
4	STATE STREET CORP	$2.4B	14,340,415	−375,583	TRIM
5	Invesco Ltd.	$1.5B	8,914,668	+1,613,660	ADD
6	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.3B	8,015,513	—	NO PRIOR
7	MORGAN STANLEY	$1.1B	6,647,871	−5,235,786	TRIM
8	JANE STREET GROUP, LLC	$1.0B	6,100,800	+5,292,113	ADD
9	FMR LLC	$696M	4,242,141	+200,462	ADD
10	Boston Partners	$624M	3,791,762	−862,853	TRIM
11	UBS Group AG	$527M	3,212,485	+33,477	ADD
12	DEUTSCHE BANK AG\	$521M	3,174,889	−2,342,181	TRIM
13	TWO SIGMA INVESTMENTS, LP	$498M	3,033,333	+1,558,941	ADD
14	NORTHERN TRUST CORP	$489M	2,977,014	+145,201	ADD
15	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$459M	2,794,402	+187,457	ADD
16	Michael & Susan Dell Foundation	$440M	2,682,335	0	NO CHANGE
17	Legal & General Group Plc	$366M	2,230,502	+27,474	ADD
18	NORDEA INVESTMENT MANAGEMENT AB	$342M	2,172,566	+1,396,914	ADD
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$312M	1,900,539	+42,826	ADD
20	WELLS FARGO & COMPANY/MN	$281M	1,709,181	+40,872	ADD
21	VANGUARD FIDUCIARY TRUST CO	$276M	1,683,264	—	NO PRIOR
22	CITADEL ADVISORS LLC	$239M	1,458,564	−396,437	TRIM
23	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$210M	1,276,847	−48,892	TRIM
24	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$177M	1,077,063	+899,874	ADD
25	WELLINGTON MANAGEMENT GROUP LLP	$173M	1,052,640	−1,663,571	TRIM
26	AQR CAPITAL MANAGEMENT LLC	$171M	1,059,684	−227,718	TRIM
27	FRANKLIN RESOURCES INC	$166M	1,009,035	−371,353	TRIM
28	Epoch Investment Partners, Inc.	$158M	964,040	−11,296	TRIM
29	DIMENSIONAL FUND ADVISORS LP	$158M	961,675	+27,668	ADD
30	RAYMOND JAMES FINANCIAL INC	$153M	933,161	−134,368	TRIM
31	Swiss National Bank	$153M	931,008	+41,700	ADD
32	ENVESTNET ASSET MANAGEMENT INC	$152M	926,356	+18,415	ADD
33	ROYAL BANK OF CANADA	$146M	889,416	−48,802	TRIM
34	JENNISON ASSOCIATES LLC	$140M	855,260	−421,417	TRIM
35	Amundi	$139M	845,709	+46,240	ADD
36	FIRST TRUST ADVISORS LP	$136M	827,097	−185,669	TRIM
37	Nuveen, LLC	$135M	822,188	−18,605	TRIM
38	STIFEL FINANCIAL CORP	$123M	749,515	−66,854	TRIM
39	Bank Julius Baer & Co. Ltd, Zurich	$122M	741,956	−411,893	TRIM
40	National Pension Service	$120M	732,548	+732,548	NEW
41	RENAISSANCE TECHNOLOGIES LLC	$118M	721,577	+297,500	ADD
42	DANSKE BANK A/S	$116M	706,435	+90,195	ADD
43	Mitsubishi UFJ Asset Management Co., Ltd.	$116M	704,677	+33,166	ADD
44	Mizuho Markets Cayman LP	$114M	697,464	−5,205	TRIM
45	Vanguard Global Advisers, LLC	$108M	655,586	—	NO PRIOR
46	1832 Asset Management L.P.	$104M	630,676	+630,676	NEW
47	LPL Financial LLC	$103M	628,830	−147,752	TRIM
48	VANGUARD ASSET MANAGEMENT, Ltd	$103M	626,645	—	NO PRIOR
49	CITIGROUP INC	$98.2M	598,017	−33,979	TRIM
50	SEI INVESTMENTS CO	$87.1M	530,460	+17,986	ADD
51	Janus Henderson Group Ltd.	$86.8M	528,840	−2,125,222	TRIM
52	CANADA PENSION PLAN INVESTMENT BOARD	$79.9M	486,552	+169,553	ADD
53	HSBC HOLDINGS PLC	$79.5M	486,169	−687,567	TRIM
54	STOREBRAND ASSET MANAGEMENT AS	$78.0M	474,996	—	NO PRIOR
55	NewEdge Advisors, LLC	$75.1M	457,665	+457,665	NEW
56	Quantinno Capital Management LP	$71.9M	438,347	+185,527	ADD
57	NOMURA ASSET MANAGEMENT CO LTD	$67.3M	409,805	−67,273	TRIM
58	Eurizon Capital SGR S.p.A.	$67.0M	407,099	+185,916	ADD
59	WESTWOOD HOLDINGS GROUP INC	$63.0M	384,075	−84,136	TRIM
60	First Pacific Advisors, LP	$62.9M	382,985	0	NO CHANGE
61	PRIMECAP MANAGEMENT CO/CA/	$61.5M	374,650	−500	TRIM
62	Pictet Asset Management Holding SA	$61.1M	372,240	−61,485	TRIM
63	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$60.2M	366,921	−748,953	TRIM
64	Gotham Asset Management, LLC	$59.2M	360,685	+51,023	ADD
65	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$58.8M	358,042	+358,042	NEW
66	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$57.7M	351,549	−116,005	TRIM
67	TODD ASSET MANAGEMENT LLC	$56.6M	344,946	−3,157	TRIM
68	BNP Paribas Asset Management Holding S.A.	$56.0M	341,816	+146,749	ADD
69	Assenagon Asset Management S.A.	$54.6M	332,447	−695,739	TRIM
70	OSAIC HOLDINGS, INC.	$54.3M	330,707	−127,758	TRIM
71	PRINCIPAL FINANCIAL GROUP INC	$54.1M	329,740	−1,466	TRIM
72	MACKENZIE FINANCIAL CORP	$53.1M	323,477	+113,425	ADD
73	BERKSHIRE ASSET MANAGEMENT LLC/PA	$51.1M	311,632	+2,205	ADD
74	Aberdeen Group plc	$50.7M	309,115	+16,078	ADD
75	PFA Pension, Forsikringsaktieselskab	$50.4M	306,839	+306,839	NEW
76	TRUIST FINANCIAL CORP	$48.1M	293,319	−43,184	TRIM
77	FEDERATED HERMES, INC.	$47.3M	288,125	−263,610	TRIM
78	Universal- Beteiligungs- und Servicegesellschaft mbH	$47.3M	288,587	−4,668	TRIM
79	BANK OF MONTREAL /CAN/	$47.2M	287,868	−43,513	TRIM
80	AVIVA PLC	$46.2M	281,246	+11,237	ADD
81	Baird Financial Group, Inc.	$44.9M	273,865	+273,865	NEW
82	TD ASSET MANAGEMENT INC	$44.8M	273,220	+3,530	ADD
83	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$44.6M	271,561	−1,208	TRIM
84	MILLENNIUM MANAGEMENT LLC	$43.7M	266,093	−397,739	TRIM
85	Mariner, LLC	$43.6M	265,684	+36,973	ADD
86	CIBC WORLD MARKET INC.	$42.3M	257,464	+123,571	ADD
87	PANAGORA ASSET MANAGEMENT INC	$41.1M	250,702	−6,756	TRIM
88	INVESTMENT HOUSE LLC	$41.1M	250,220	−9,595	TRIM
89	ALLIANCEBERNSTEIN L.P.	$40.7M	322,968	+15,079	ADD
90	Qube Research & Technologies Ltd	$39.2M	238,825	+238,825	NEW
91	TORONTO DOMINION BANK	$38.8M	236,202	−109,193	TRIM
92	TEACHER RETIREMENT SYSTEM OF TEXAS	$37.5M	228,745	+122,532	ADD
93	Creative Planning	$37.2M	226,808	+23,719	ADD
94	TWIN FOCUS CAPITAL PARTNERS, LLC	$37.0M	225,500	−2,500	TRIM
95	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$36.9M	224,671	+125,257	ADD
96	Bridgewater Associates, LP	$36.7M	223,392	+67,060	ADD
97	Jasper Ridge Partners, L.P.	$36.6M	223,056	+1,388	ADD
98	BROWN ADVISORY INC	$36.4M	221,799	+7,398	ADD
99	HighTower Advisors, LLC	$35.8M	218,277	−6,067	TRIM
100	Zurich Insurance Group Ltd/FI	$35.0M	213,377	+196,477	ADD
101	ADAGE CAPITAL PARTNERS GP, L.L.C.	$34.7M	211,200	−900	TRIM
102	Marex Group Ltd	$34.1M	207,765	+10,681	ADD
103	Verity & Verity, LLC	$32.6M	198,682	+63,303	ADD
104	Swedbank AB	$32.4M	197,436	−8,248	TRIM
105	Vontobel Holding Ltd.	$32.0M	194,752	−23,277	TRIM
106	Tidal Investments LLC	$31.9M	194,210	−56,452	TRIM
107	Rockefeller Capital Management L.P.	$31.4M	191,433	−72,131	TRIM
108	BRUNI J V & CO /CO	$31.4M	191,108	+191,108	NEW
109	APG Asset Management N.V.	$31.0M	217,860	−4,344	TRIM
110	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$30.6M	186,554	+1,200	ADD
111	OpenArc Corporate Advisory, LLC	$29.2M	177,840	+157,170	ADD
112	SCHRODER INVESTMENT MANAGEMENT GROUP	$29.2M	177,093	−35,703	TRIM
113	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$28.9M	176,189	+176,189	NEW
114	Ensign Peak Advisors, Inc	$28.7M	174,721	+23,194	ADD
115	Cetera Investment Advisers	$28.6M	174,083	−39,927	TRIM
116	LAZARD ASSET MANAGEMENT LLC	$28.1M	171,295	−162,041	TRIM
117	EVERGREEN CAPITAL MANAGEMENT LLC	$28.1M	171,288	+16,983	ADD
118	STATE OF WISCONSIN INVESTMENT BOARD	$28.1M	171,075	−20,495	TRIM
119	COMMONWEALTH EQUITY SERVICES, LLC	$27.6M	168,395	−4,122	TRIM
120	Richard C. Young & CO., LTD.	$27.2M	165,532	+9,242	ADD
121	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$26.3M	159,938	−15,196	TRIM
122	Vanguard Investments Australia, Ltd.	$25.9M	157,676	—	NO PRIOR
123	Alden Global Capital LLC	$25.9M	157,646	+87,747	ADD
124	Korea Investment CORP	$25.5M	155,220	−80,560	TRIM
125	Chevy Chase Trust Holdings, LLC	$24.2M	147,428	−6,423	TRIM
126	NATIONAL BANK OF CANADA /FI/	$24.1M	147,086	−182,512	TRIM
127	TUDOR INVESTMENT CORP ET AL	$23.6M	144,058	+144,058	NEW
128	Artemis Investment Management LLP	$23.4M	142,471	+142,471	NEW
129	Advisors Capital Management, LLC	$23.0M	140,221	+10,681	ADD
130	ROYAL LONDON ASSET MANAGEMENT LTD	$22.4M	136,538	+2,524	ADD
131	Allworth Financial LP	$22.3M	135,639	−57	TRIM
132	Allianz Asset Management GmbH	$21.9M	133,172	−340	TRIM
133	Cresset Asset Management, LLC	$21.8M	132,845	−876	TRIM
134	OAKTOP CAPITAL MANAGEMENT II, L.P.	$21.4M	130,619	0	NO CHANGE
135	US BANCORP \DE\	$21.2M	129,212	+26,212	ADD
136	Asset Management One Co., Ltd.	$21.2M	129,031	−4,676	TRIM
137	MAI Capital Management	$21.1M	128,762	+15,442	ADD
138	KLP KAPITALFORVALTNING AS	$20.8M	126,900	+3,300	ADD
139	Empowered Funds, LLC	$20.6M	125,797	−9,171	TRIM
140	CRAWFORD INVESTMENT COUNSEL INC	$20.5M	124,864	+124,864	NEW
141	Maytus Capital Management, LLC	$20.2M	122,923	+122,923	NEW
142	Grantham, Mayo, Van Otterloo & Co. LLC	$19.7M	120,061	+111,456	ADD
143	Lodge Hill Capital, LLC	$19.7M	120,000	+120,000	NEW
144	NLB Skladi, upravljanje premozenja, d.o.o.	$19.6M	119,448	+2,689	ADD
145	SEB Asset Management AB	$19.4M	117,981	—	NO PRIOR
146	ACR Alpine Capital Research, LLC	$19.2M	116,886	+10,064	ADD
147	FIFTH THIRD BANCORP	$18.7M	114,182	+99,204	ADD
148	M&G Plc	$18.5M	113,058	+113,058	NEW
149	UniSuper Management Pty Ltd	$18.5M	112,509	−4,797	TRIM
150	Lansforsakringar Fondforvaltning AB (publ)	$18.2M	111,185	+6,443	ADD
151	State of New Jersey Common Pension Fund D	$17.9M	109,181	−1,808	TRIM
152	MML INVESTORS SERVICES, LLC	$17.7M	108,143	−16,204	TRIM
153	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$17.6M	106,928	+4,233	ADD
154	NATIXIS	$17.4M	105,831	−16,369	TRIM
155	NFJ INVESTMENT GROUP, LLC	$17.3M	105,178	+105,178	NEW
156	Swiss Life Asset Management Ltd	$17.2M	104,856	+48,120	ADD
157	Red Door Wealth Management, LLC	$17.1M	104,452	+1,376	ADD
158	PDT Partners, LLC	$16.8M	102,516	+87,316	ADD
159	Focus Partners Wealth	$16.6M	100,177	+7,149	ADD
160	Osmosis Investment Management UK Ltd	$16.4M	99,753	−20,335	TRIM
161	ABN AMRO Bank N.V.	$16.3M	98,530	+17,610	ADD
162	Chicago Capital, LLC	$16.0M	97,301	−25,894	TRIM
163	EVENTIDE ASSET MANAGEMENT, LLC	$16.0M	97,193	+49,461	ADD
164	Resona Asset Management Co.,Ltd.	$15.8M	96,336	−29	TRIM
165	Zurcher Kantonalbank (Zurich Cantonalbank)	$15.6M	95,182	+95,182	NEW
166	HANCOCK WHITNEY CORP	$15.5M	74,384	+74,384	NEW
167	Tredje AP-fonden	$15.4M	94,026	+31,026	ADD
168	Mitsubishi UFJ Trust & Banking Corp	$15.4M	94,017	−26,218	TRIM
169	Crossmark Global Holdings, Inc.	$15.3M	93,234	—	NO PRIOR
170	WINTON GROUP Ltd	$15.2M	92,380	+86,727	ADD
171	Vident Advisory, LLC	$15.1M	91,754	+20,080	ADD
172	IEQ CAPITAL, LLC	$15.0M	91,090	−16,973	TRIM
173	STATE OF MICHIGAN RETIREMENT SYSTEM	$14.9M	91,058	−1,300	TRIM
174	WORLDQUANT MILLENNIUM ADVISORS LLC	$14.9M	90,747	−597,829	TRIM
175	CLOUGH CAPITAL PARTNERS L P	$14.7M	89,417	−30,115	TRIM
176	Kestra Advisory Services, LLC	$14.5M	88,205	−20,953	TRIM
177	Mirae Asset Global Investments Co., Ltd.	$14.4M	87,549	+33,370	ADD
178	Arizona State Retirement System	$14.3M	86,914	−4,395	TRIM
179	Corient Private Wealth LLC	$14.3M	94,822	−246,548	TRIM
180	Advisors Asset Management, Inc.	$14.2M	86,652	+6,324	ADD
181	Summit Financial, LLC	$14.2M	86,509	+51,063	ADD
182	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$14.1M	85,872	+2,420	ADD
183	MACQUARIE GROUP LTD	$13.8M	84,275	−30,330	TRIM
184	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$13.8M	106,706	+13,185	ADD
185	Beacon Pointe Advisors, LLC	$13.3M	80,954	+70,322	ADD
186	Czech National Bank	$13.3M	80,938	+1,496	ADD
187	Cerity Partners LLC	$12.9M	78,793	−17,849	TRIM
188	WOODMONT INVESTMENT COUNSEL LLC	$12.9M	78,615	+4,227	ADD
189	VAN DEN BERG MANAGEMENT I, INC	$12.8M	78,282	+361	ADD
190	Quadrature Capital Ltd	$12.7M	77,349	+73,001	ADD
191	XTX Topco Ltd	$12.6M	76,941	+35,836	ADD
192	Hancock Prospecting Pty Ltd	$12.6M	76,890	0	NO CHANGE
193	MEYER HANDELMAN CO	$12.6M	76,720	+6,436	ADD
194	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$12.6M	76,506	+25,750	ADD
195	ZACKS INVESTMENT MANAGEMENT	$12.5M	76,387	+8,504	ADD
196	FIDUCIARY TRUST CO	$12.2M	74,602	+1,356	ADD
197	Andra AP-fonden	$12.2M	74,268	+35,335	ADD
198	HUNTINGTON NATIONAL BANK	$12.2M	74,079	+74,079	NEW
199	Dakota Wealth Management	$12.1M	73,698	+65,409	ADD
200	CIBC Asset Management Inc	$12.1M	73,631	+473	ADD
201	Rafferty Asset Management, LLC	$12.0M	73,148	−24,873	TRIM
202	Apollon Wealth Management, LLC	$11.6M	70,608	+62,547	ADD
203	XPONANCE LLC	$11.5M	70,359	+8,067	ADD
204	MERCER GLOBAL ADVISORS INC /ADV	$11.5M	70,179	−3,891	TRIM
205	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$11.4M	69,228	−878	TRIM
206	Candriam S.C.A.	$11.3M	68,957	+3,817	ADD
207	IFM Investors Pty Ltd	$11.2M	68,444	+1,655	ADD
208	Private Advisor Group, LLC	$11.1M	67,831	−1,497	TRIM
209	DnB Asset Management AS	$11.0M	67,118	+3,184	ADD
210	CIBC Bancorp USA Inc.	$11.0M	66,951	—	NO PRIOR
211	Lifeworks Advisors, LLC	$11.0M	66,915	+12,055	ADD
212	SCOTIA CAPITAL INC.	$11.0M	66,864	−1,974	TRIM
213	INTECH INVESTMENT MANAGEMENT LLC	$10.8M	65,620	−44,257	TRIM
214	ProShare Advisors LLC	$10.8M	65,573	−15,113	TRIM
215	Virtus Wealth Solutions LLC	$10.6M	64,750	+64,750	NEW
216	Kendall Capital Management	$10.5M	63,918	+3,955	ADD
217	Retirement Systems of Alabama	$10.4M	63,109	−1,008	TRIM
218	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$10.1M	61,782	+61,782	NEW
219	GATEWAY INVESTMENT ADVISERS LLC	$10.1M	61,464	−18,611	TRIM
220	Wealthfront Advisers LLC	$9.9M	60,425	+7,539	ADD
221	&PARTNERS	$9.8M	59,903	−1,124	TRIM
222	Woodline Partners LP	$9.7M	58,994	+7,144	ADD
223	GFG Capital, LLC	$9.7M	58,963	−27,375	TRIM
224	Union Bancaire Privee, UBP SA	$9.6M	64,173	−22,753	TRIM
225	CREDIT AGRICOLE S A	$9.6M	58,192	−2,800	TRIM
226	GFS Advisors, LLC	$9.5M	199,785	+194,585	ADD
227	USS Investment Management Ltd	$9.4M	57,241	0	NO CHANGE
228	Cumberland Partners Ltd	$9.2M	56,130	−1,850	TRIM
229	Robeco Institutional Asset Management B.V.	$9.2M	56,018	−132,707	TRIM
230	Lido Advisors, LLC	$9.0M	55,051	+25,514	ADD
231	Walleye Capital LLC	$9.0M	54,745	+13,498	ADD
232	Royal Fund Management, LLC	$9.0M	54,674	+2,096	ADD
233	Nitorum Capital, L.P.	$8.8M	53,899	−163,104	TRIM
234	Stratos Investment Management, LLC	$8.8M	53,429	+789	ADD
235	OPPENHEIMER ASSET MANAGEMENT INC.	$8.7M	53,291	−49,707	TRIM
236	HUB Investment Partners, LLC	$8.7M	53,237	−38,308	TRIM
237	Daiwa Securities Group Inc.	$8.6M	52,501	+1,865	ADD
238	Man Group plc	$8.6M	52,329	−106,448	TRIM
239	IMC-Chicago, LLC	$8.6M	52,182	−34,557	TRIM
240	SIGNET FINANCIAL MANAGEMENT, LLC	$8.4M	51,371	−794	TRIM
241	PUBLIC SECTOR PENSION INVESTMENT BOARD	$8.4M	51,042	+8,957	ADD
242	Utah Retirement Systems	$8.3M	50,830	+61	ADD
243	Susquehanna Portfolio Strategies, LLC	$8.3M	50,653	0	NO CHANGE
244	Providence Capital Advisors, LLC	$8.2M	50,000	+3,980	ADD
245	VOYA INVESTMENT MANAGEMENT LLC	$8.1M	49,547	−758	TRIM
246	Gunderson Capital Management LLC	$8.1M	49,088	+49,088	NEW
247	Elo Mutual Pension Insurance Co	$8.0M	49,044	−17,082	TRIM
248	Sequoia Financial Advisors, LLC	$7.9M	47,970	+5,090	ADD
249	Hamilton Point Investment Advisors, LLC	$7.9M	47,895	+115	ADD
250	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$7.8M	47,789	+2,934	ADD
251	Sumitomo Mitsui DS Asset Management Company, Ltd	$7.8M	47,516	+784	ADD
252	Varma Mutual Pension Insurance Co	$7.8M	47,500	−20,300	TRIM
253	Spire Wealth Management	$7.7M	46,944	−4,171	TRIM
254	Trajan Wealth LLC	$7.7M	46,877	+1,045	ADD
255	Foster Victor Wealth Advisors, LLC	$7.6M	41,334	+41,334	NEW
256	Y-Intercept (Hong Kong) Ltd	$7.4M	45,370	+42,458	ADD
257	FORTEM FINANCIAL GROUP, LLC	$7.4M	45,332	+4,341	ADD
258	TECTONIC ADVISORS LLC	$7.4M	45,257	+614	ADD
259	Rakuten Investment Management, Inc.	$7.4M	45,106	+4,479	ADD
260	BANK OF NOVA SCOTIA	$7.4M	45,115	−20,120	TRIM
261	Convergence Investment Partners, LLC	$7.4M	44,982	+31,653	ADD
262	Asio Capital, LLC	$7.3M	44,751	+1,298	ADD
263	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$7.2M	43,721	−13,830	TRIM
264	Brookstone Capital Management	$7.1M	43,069	+3,054	ADD
265	Concurrent Investment Advisors, LLC	$7.1M	42,980	+3,956	ADD
266	PEAK6 LLC	$7.0M	42,946	−154,060	TRIM
267	Texas Yale Capital Corp.	$7.0M	42,941	0	NO CHANGE
268	NEOS Investment Management LLC	$7.0M	42,894	+7,130	ADD
269	OCCUDO QUANTITATIVE STRATEGIES LP	$7.0M	33,619	+8,248	ADD
270	Pathstone Holdings, LLC	$6.9M	42,330	+7,975	ADD
271	NISSAY ASSET MANAGEMENT CORP /JAPAN	$6.8M	41,621	−313	TRIM
272	Carnegie Investment Counsel	$6.8M	41,171	−3,340	TRIM
273	ASR Vermogensbeheer N.V.	$6.7M	41,099	+768	ADD
274	Vanguard Personalized Indexing Management, LLC	$6.7M	41,078	+2,979	ADD
275	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$6.7M	40,985	+2,344	ADD
276	Ellsworth Advisors, LLC	$6.7M	40,677	+1,161	ADD
277	L2 Asset Management, LLC	$6.6M	40,107	+10,494	ADD
278	WESTPAC BANKING CORP	$6.5M	39,626	+1,183	ADD
279	Occidental Asset Management, LLC	$6.5M	39,356	+1,722	ADD
280	Monte Financial Group, LLC	$6.4M	38,723	+238	ADD
281	FIL Ltd	$6.3M	38,490	−11,890	TRIM
282	HOHIMER WEALTH MANAGEMENT, LLC	$6.3M	38,098	+12,858	ADD
283	TD Waterhouse Canada Inc.	$6.2M	36,892	+9,463	ADD
284	Hixon Zuercher, LLC	$6.2M	37,767	−202	TRIM
285	Guild Investment Management, Inc.	$6.0M	36,280	−6,650	TRIM
286	EDMOND DE ROTHSCHILD HOLDING S.A.	$5.9M	36,127	+10	ADD
287	LAKEWOOD CAPITAL MANAGEMENT, LP	$5.9M	35,800	+35,800	NEW
288	AMERICAN CENTURY COMPANIES INC	$5.7M	34,905	−86,308	TRIM
289	Hennion & Walsh Asset Management, Inc.	$5.7M	34,610	−949	TRIM
290	JB Capital LLC	$5.6M	34,276	+32,104	ADD
291	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$5.6M	34,051	−400	TRIM
292	Citizens Business Bank	$5.6M	33,829	−1,097	TRIM
293	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$5.4M	34,397	−5,160	TRIM
294	Geneva Partners, LLC	$5.4M	33,004	+33,004	NEW
295	LBP AM SA	$5.4M	33,002	−18,979	TRIM
296	OPPENHEIMER & CO INC	$5.4M	33,001	−6,532	TRIM
297	Jefferies Financial Group Inc.	$5.4M	32,994	+5,963	ADD
298	Genus Capital Management Inc.	$5.4M	32,772	+32,772	NEW
299	OMERS ADMINISTRATION Corp	$5.3M	32,442	+7,277	ADD
300	KIECKHEFER GROUP LLC	$5.2M	31,957	−351	TRIM
301	CWM, LLC	$5.2M	31,952	−9,647	TRIM
302	OP Asset Management Ltd	$5.2M	31,943	—	NO PRIOR
303	FLPUTNAM INVESTMENT MANAGEMENT CO	$5.2M	31,853	+17,693	ADD
304	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$5.2M	31,606	−754	TRIM
305	Titan Investment Management LLC	$5.1M	31,075	+5,362	ADD
306	Robbins Farley	$5.1M	30,954	+620	ADD
307	Banque Cantonale Vaudoise	$5.0M	30,736	−7,189	TRIM
308	LIGHTHOUSE FINANCIAL SERVICES INC /ADV	$5.0M	27,233	−745	TRIM
309	Mediolanum International Funds Ltd	$5.0M	30,382	+6,950	ADD
310	M&T BANK CORP	$5.0M	30,245	−75	TRIM
311	Voleon Capital Management LP	$4.9M	30,016	+26,590	ADD
312	Highlander Partners, L.P.	$4.9M	30,000	0	NO CHANGE
313	Lineweaver Wealth Advisors, LLC	$4.9M	29,973	−2,227	TRIM
314	EASTERLY INVESTMENT PARTNERS LLC	$4.9M	29,576	0	NO CHANGE
315	Caprock Group, LLC	$4.8M	29,525	+3,645	ADD
316	NorthCrest Asset Manangement, LLC	$4.8M	27,785	−11,125	TRIM
317	Atria Investments, Inc	$4.8M	29,224	−6,185	TRIM
318	Kingsview Wealth Management, LLC	$4.8M	29,000	+4,612	ADD
319	LGT Group Foundation	$4.8M	28,960	−1,612	TRIM
320	KMG FIDUCIARY PARTNERS, LLC	$4.7M	28,622	+455	ADD
321	VISTA INVESTMENT PARTNERS LLC	$4.7M	28,470	+28,470	NEW
322	UMB Bank, n.a.	$4.6M	27,990	−1,049	TRIM
323	LGT Fund Management Co Ltd.	$4.6M	27,736	+27,736	NEW
324	Steward Partners Investment Advisory, LLC	$4.5M	27,717	−627	TRIM
325	Biltmore Family Office, LLC	$4.5M	27,366	−529	TRIM
326	COMMERCE BANK	$4.5M	27,306	+4,225	ADD
327	Avanza Fonder AB	$4.5M	27,258	0	NO CHANGE
328	William Allan Corp	$4.4M	27,051	+332	ADD
329	Federation des caisses Desjardins du Quebec	$4.4M	27,009	−9,658	TRIM
330	Integrated Advisors Network LLC	$4.3M	26,291	−6,723	TRIM
331	Havemeyer Place LP	$4.3M	26,238	+26,238	NEW
332	Headlands Technologies LLC	$4.2M	25,755	+25,755	NEW
333	Twin Tree Management, LP	$4.2M	25,606	−43,449	TRIM
334	ROMANO BROTHERS AND COMPANY	$4.2M	25,558	+4,758	ADD
335	QRG CAPITAL MANAGEMENT, INC.	$4.2M	25,363	−4,188	TRIM
336	Weiss Asset Management LP	$4.1M	25,130	+4,274	ADD
337	Cercano Management LLC	$4.1M	24,811	−29,276	TRIM
338	World Investment Advisors	$4.1M	24,800	+12,621	ADD
339	Lombard Odier Asset Management (Switzerland) SA	$4.1M	24,735	+4,100	ADD
340	Sowell Financial Services LLC	$4.1M	24,703	+3,196	ADD
341	MWA Asset Management	$3.9M	23,872	+748	ADD
342	HENNESSY ADVISORS INC	$3.9M	23,800	−200	TRIM
343	STEPHENS INC /AR/	$3.9M	23,647	−609	TRIM
344	JT Stratford LLC	$3.9M	23,562	−2,564	TRIM
345	Mirador Capital Partners LP	$3.9M	23,531	+1,028	ADD
346	G&S Capital LLC	$3.8M	23,037	+12,317	ADD
347	Laird Norton Wetherby Trust Company, LLC	$3.7M	22,846	+604	ADD
348	Investment Management Corp of Ontario	$3.7M	22,694	−5,551	TRIM
349	Stamos Capital Partners, L.P.	$3.7M	22,604	+968	ADD
350	Illinois Municipal Retirement Fund	$3.7M	22,310	+11,289	ADD
351	Bulltick Wealth Management, LLC	$3.7M	22,300	−27,991	TRIM
352	Werlinich Asset Management, LLC	$3.7M	22,293	+1,120	ADD
353	Volterra Technologies LP	$3.6M	22,166	+22,166	NEW
354	PINNACLE ASSOCIATES LTD	$3.6M	22,157	+4,364	ADD
355	BURNEY CO/	$3.6M	22,015	−243	TRIM
356	Procyon Advisors, LLC	$3.6M	21,951	+5,797	ADD
357	TKG Advisors, LLC	$3.6M	21,792	+11,066	ADD
358	Aurora Investment Counsel	$3.5M	21,502	+836	ADD
359	Slagle Financial, LLC	$3.5M	21,446	+1,208	ADD
360	Hudson Canyon Capital Management	$3.5M	21,350	−1,328	TRIM
361	Prospera Financial Services Inc	$3.5M	21,261	−4,417	TRIM
362	ELEVATION POINT WEALTH PARTNERS, LLC	$3.5M	21,177	+16,847	ADD
363	Monument Capital Management	$3.4M	20,996	+18,403	ADD
364	BLAIR WILLIAM & CO/IL	$3.4M	20,968	+11,209	ADD
365	Everest Financial Group LLC	$3.4M	20,761	—	NO PRIOR
366	Citizens National Bank Trust Department	$3.4M	20,759	−1,765	TRIM
367	Vest Financial, LLC	$3.4M	20,671	+3,706	ADD
368	Siemens Fonds Invest GmbH	$3.4M	20,454	−507	TRIM
369	PARSONS CAPITAL MANAGEMENT INC/RI	$3.3M	20,336	−176	TRIM
370	FOUNDATIONS INVESTMENT ADVISORS, LLC	$3.3M	20,207	+16,103	ADD
371	Great Lakes Retirement, Inc.	$3.3M	19,905	+1,072	ADD
372	Argyle Capital Management, LLC	$3.3M	19,896	0	NO CHANGE
373	FULTON BANK, N.A.	$3.3M	19,837	+1,503	ADD
374	Bleakley Financial Group, LLC	$3.3M	19,813	+7,899	ADD
375	D.A. DAVIDSON & CO.	$3.2M	19,427	+392	ADD
376	BSW Wealth Partners	$3.2M	19,360	−1,894	TRIM
377	Truvestments Capital LLC	$3.1M	19,054	+14,309	ADD
378	DODGE & COX	$3.1M	18,900	−280	TRIM
379	RITHOLTZ WEALTH MANAGEMENT	$3.1M	18,814	+1,150	ADD
380	Norinchukin Bank, The	$3.1M	18,698	−154	TRIM
381	Inscription Capital, LLC	$3.1M	18,614	+1,183	ADD
382	COOKSON PEIRCE & CO INC	$3.1M	18,593	−120,972	TRIM
383	Qsemble Capital Management, LP	$3.0M	18,515	+18,515	NEW
384	Financiere des Professionnels - Fonds d'investissement inc.	$3.0M	18,460	+938	ADD
385	Allspring Global Investments Holdings, LLC	$3.0M	17,855	−263,505	TRIM
386	Garner Asset Management Corp	$3.0M	18,356	−586	TRIM
387	Quantum Private Wealth, LLC	$3.0M	18,290	+1,960	ADD
388	J.P. Marvel Investment Advisors, LLC	$3.0M	18,282	0	NO CHANGE
389	AssuredPartners Investment Advisors, LLC	$3.0M	17,166	+17,166	NEW
390	MIZUHO SECURITIES USA LLC	$2.9M	17,966	−3,980	TRIM
391	Palouse Capital Management, Inc.	$2.9M	17,962	+17,962	NEW
392	Austin Asset Management Co Inc	$2.9M	17,772	+2,222	ADD
393	Taproot Management LP	$2.9M	17,734	+17,734	NEW
394	HOLDERNESS INVESTMENTS CO	$2.9M	17,425	−1,918	TRIM
395	Institute for Wealth Management, LLC.	$2.8M	17,135	−48	TRIM
396	Steadtrust LLC	$2.8M	17,021	−350	TRIM
397	Proficio Capital Partners LLC	$2.8M	16,893	+1,724	ADD
398	National Philanthropic Trust	$2.8M	16,797	—	NO PRIOR
399	NOMURA HOLDINGS INC	$2.8M	16,777	−8,767	TRIM
400	Vestmark Advisory Solutions, Inc.	$2.7M	16,601	−11,738	TRIM
401	J.W. COLE ADVISORS, INC.	$2.7M	16,401	−1,582	TRIM
402	Avior Wealth Management, LLC	$2.7M	16,392	+1,824	ADD
403	ABN AMRO INVESTMENT SOLUTIONS	$2.7M	16,327	+432	ADD
404	Kestra Investment Management, LLC	$2.7M	16,327	+12,135	ADD
405	Generali Asset Management SPA SGR	$2.7M	16,190	+16,190	NEW
406	Maryland State Retirement & Pension System	$2.6M	15,961	0	NO CHANGE
407	Merit Financial Group, LLC	$2.6M	15,951	−17,063	TRIM
408	Summit Trail Advisors, LLC	$2.6M	15,908	−1,688	TRIM
409	BW Gestao de Investimentos Ltda.	$2.6M	15,700	+15,700	NEW
410	NewEdge Wealth, LLC	$2.6M	15,561	−26,981	TRIM
411	Dynasty Wealth Management, LLC	$2.5M	15,474	−906	TRIM
412	Rodgers Brothers Inc.	$2.5M	15,302	+15,302	NEW
413	AlphaCore Capital LLC	$2.4M	14,916	−8,648	TRIM
414	Per Stirling Capital Management, LLC.	$2.4M	14,852	+3	ADD
415	Vectors Research Management, LLC	$2.4M	14,645	+55	ADD
416	Board of the Pension Protection Fund	$2.4M	14,500	+3,400	ADD
417	SAWGRASS ASSET MANAGEMENT LLC	$2.4M	14,416	+47	ADD
418	Composition Wealth, LLC	$2.3M	14,212	+24	ADD
419	Engineers Gate Manager LP	$2.3M	14,119	−9,772	TRIM
420	QUADRANT CAPITAL GROUP LLC	$2.3M	14,038	+2,754	ADD
421	Vise Technologies, Inc.	$2.3M	18,289	0	NO CHANGE
422	Marks Group Wealth Management, Inc	$2.3M	13,993	−5,591	TRIM
423	Blue Owl Capital Holdings LP	$2.3M	13,899	−39,949	TRIM
424	MGO ONE SEVEN LLC	$2.3M	13,793	+1,590	ADD
425	MRP Capital Investments, LLC	$2.2M	13,675	−302	TRIM
426	MCCARTER PRIVATE WEALTH SERVICES LLC	$2.2M	13,509	+2,327	ADD
427	Activest Wealth Management	$2.2M	13,495	+5,152	ADD
428	Objectivity Squared, LLC	$2.2M	13,422	−416	TRIM
429	ARS Investment Partners, LLC	$2.2M	13,370	0	NO CHANGE
430	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$2.2M	13,364	+13,364	NEW
431	VISTA INVESTMENT PARTNERS II, LLC	$2.2M	13,300	+13,300	NEW
432	AE Wealth Management LLC	$2.2M	13,243	−409	TRIM
433	Hershey Financial Advisers, LLC	$2.2M	13,235	+13,235	NEW
434	Trust Investment Advisors	$2.2M	13,227	−384	TRIM
435	TOKIO MARINE ASSET MANAGEMENT CO LTD	$2.2M	13,160	+262	ADD
436	GUGGENHEIM CAPITAL LLC	$2.1M	12,912	+2,466	ADD
437	KEYBANK NATIONAL ASSOCIATION/OH	$2.1M	12,600	+1,979	ADD
438	Alamar Capital Management, LLC	$2.0M	12,489	—	NO PRIOR
439	U.S. Capital Wealth Advisors, LLC	$2.0M	12,435	−12,774	TRIM
440	HB Wealth Management, LLC	$2.0M	12,334	+935	ADD
441	EFG International AG	$2.0M	12,314	+2,200	ADD
442	MUFG Securities EMEA plc	$2.0M	12,184	−172	TRIM
443	Advisor OS, LLC	$2.0M	12,179	+1,072	ADD
444	CITIZENS FINANCIAL GROUP INC/RI	$2.0M	12,171	+29	ADD
445	Chicago Partners Investment Group LLC	$2.0M	9,268	+2,751	ADD
446	Metis Global Partners, LLC	$2.0M	12,069	−657	TRIM
447	Goelzer Investment Management, Inc.	$2.0M	12,044	+12,044	NEW
448	Clear Harbor Asset Management, LLC	$2.0M	12,010	+296	ADD
449	WealthPlan Investment Management, LLC	$2.0M	11,897	+1,447	ADD
450	Generali Investments, Management Co LLC	$1.9M	11,862	−15,373	TRIM
451	Ballentine Partners, LLC	$1.9M	11,815	+116	ADD
452	SALEM INVESTMENT COUNSELORS INC	$1.9M	11,770	−135	TRIM
453	Howard Capital Management, LLC	$1.9M	11,733	+2,439	ADD
454	Saudi Central Bank	$1.9M	11,709	+11,709	NEW
455	Cornerstone Wealth Management, LLC	$1.9M	11,678	+356	ADD
456	COURIER CAPITAL LLC	$1.9M	11,580	+1,512	ADD
457	Diversified Trust Co	$1.9M	11,529	+429	ADD
458	EP Wealth Advisors, LLC	$1.9M	11,434	+4,082	ADD
459	Intrepid Financial Planning Group LLC	$1.9M	11,388	0	NO CHANGE
460	OPINICUS CAPITAL, INC.	$1.9M	11,357	−491	TRIM
461	IPG Investment Advisors LLC	$1.9M	11,300	+1,772	ADD
462	CastleKnight Management LP	$1.9M	11,300	+5,100	ADD
463	MFG WEALTH MANAGEMENT, INC.	$1.8M	11,241	+11,241	NEW
464	Sigma Planning Corp	$1.8M	11,183	−1,907	TRIM
465	Dai-ichi Life Insurance Company, Ltd	$1.8M	11,111	−855	TRIM
466	SteelPeak Wealth, LLC	$1.8M	11,000	−2,672	TRIM
467	E. Ohman J:or Asset Management AB	$1.8M	10,800	−700	TRIM
468	Stratos Wealth Partners, LTD.	$1.8M	10,742	−2,410	TRIM
469	Callan Family Office, LLC	$1.8M	10,739	−431	TRIM
470	VestGen Advisors, LLC	$1.8M	7,344	+974	ADD
471	CSS LLC/IL	$1.7M	10,640	−1,100	TRIM
472	Accurate Wealth Management, LLC	$1.7M	9,710	−1,731	TRIM
473	GUYASUTA INVESTMENT ADVISORS INC	$1.7M	10,491	−2,499	TRIM
474	Beck Bode, LLC	$1.7M	10,489	+177	ADD
475	RHODES INVESTMENT ADVISORS INC /ADV	$1.7M	10,354	—	NO PRIOR
476	LONGFELLOW INVESTMENT MANAGEMENT CO LLC	$1.7M	10,326	+1,300	ADD
477	DRW Securities, LLC	$1.7M	10,311	+2,789	ADD
478	Chesley Taft & Associates LLC	$1.7M	10,238	+10,238	NEW
479	Geneos Wealth Management Inc.	$1.7M	10,178	+322	ADD
480	ALPS ADVISORS INC	$1.7M	10,120	+3,270	ADD
481	Concentric Capital Strategies, LP	$1.7M	10,118	+10,118	NEW
482	Nicholas Wealth, LLC.	$1.7M	10,054	+1,676	ADD
483	EDGEWOOD MANAGEMENT LLC	$1.6M	10,000	0	NO CHANGE
484	Mork Capital Management, LLC	$1.6M	10,000	0	NO CHANGE
485	Buck Wealth Strategies, LLC	$1.6M	9,956	+535	ADD
486	Fisher Funds Management LTD	$1.6M	9,862	0	NO CHANGE
487	BALYASNY ASSET MANAGEMENT L.P.	$1.6M	9,773	+5,018	ADD
488	ABLE Financial Group, LLC	$1.6M	9,711	+670	ADD
489	STANCE CAPITAL LLC	$1.6M	9,704	−375	TRIM
490	INTACT INVESTMENT MANAGEMENT INC.	$1.6M	9,700	−800	TRIM
491	Demars Financial Group, LLC	$1.6M	9,527	+5,093	ADD
492	Secure Asset Management, LLC	$1.6M	9,516	−4,026	TRIM
493	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.6M	9,510	−120	TRIM
494	Jefferson Bridge Capital, LLC	$1.5M	9,442	0	NO CHANGE
495	Arjuna Capital	$1.5M	9,438	−44	TRIM
496	RWA WEALTH PARTNERS, LLC	$1.5M	9,421	+397	ADD
497	Equitable Holdings, Inc.	$1.5M	10,778	+3,772	ADD
498	OFI INVEST ASSET MANAGEMENT	$1.5M	10,621	+759	ADD
499	Phoenix Financial Ltd.	$1.5M	9,219	−5,816	TRIM
500	Beverly Hills Private Wealth, LLC	$1.5M	9,216	+1,350	ADD

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · DELL

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 4 Gotham Asset Management, Bridgewater Associates, Tudor Investment Corp, Caxton Associates $121M held
Trimming: 0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · DELL TECHNOLOGIES INC

Merged timeline of congressional filings and notable-manager moves on DELL
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	Gotham Asset Management 13F	ADD	+51,023 sh
2026-05-15	Bridgewater Associates 13F	ADD	+67,060 sh
2026-05-15	Tudor Investment Corp 13F	NEW	+144,058 sh
2026-05-14	Caxton Associates 13F	ADD	+3,855 sh

5 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

11 members of Congress disclosed DELL — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).