Who holds DELLticker 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 ↗

1,183

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$33.0B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

630

addsholders whose share count rose or who opened the position (new + add), by shares

143

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

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

Quarter ended 2026-03-31Newest 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 2026-06-16 → 2026-09-14 · 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	Purchase	$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 · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

11 members of Congress disclosed DELL — the congressional view ↗