Public record / Tickers / DELL

DELL — Dell Technologies Inc.

Both disclosure regimes on one name: who in Congress filed about DELL, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
36
all PTR rows naming DELL
Members · 12m
5
5 buys · 6 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Markwayne Mullin · $15.0K–$50.0K

Sale · traded 2026-02-04 → filed 2026-03-02. Ranked over every DELL row by the provable lower bound, never a point estimate.

5 members · 5 buys / 6 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

7 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

22 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 22 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING DELL · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning DELL
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-06-10John J. McGuire III R–VA-5Sale · partial · SP (partial sale, spouse-owned)Traded 06-04 +6d$1K–$15K
2026-03-02Markwayne Mullin R–OKSale · JT (jointly owned)Traded 02-04 +26d$15K–$50K
2026-01-13Markwayne Mullin R–OKSale · SP (spouse-owned)Traded 2025-12-18 +26d$15K–$50K
2026-01-13Markwayne Mullin R–OKSaleTraded 2025-12-18 +26d$15K–$50K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 36 ↗

Members active in DELL

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing DELL in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Jared Moskowitz D–FL-233$17.0K to $80.0K3
Lisa C. McClain R–MI-93−$29.0K to $13.0K2
Markwayne Mullin R–OK3−$150K to −$45.0K
Alan Armstrong R–OK1$1.0K to $15.0K2
John J. McGuire III R–VA-51−$15.0K to −$1.0K2

5 members in the window · counts of disclosures, not dollars.

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

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
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+51,023 sh
2026-05-15Bridgewater Associates 13Fadd+67,060 sh
2026-05-15Tudor Investment Corp 13Fnew+144,058 sh
2026-05-14Caxton Associates 13Fadd+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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of DELL for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$4.1B1
2VANGUARD CAPITAL MANAGEMENT LLC$3.2B1
3BANK OF AMERICA CORP /DE/$2.4B1
4STATE STREET CORP$2.4B1
5Invesco Ltd.$1.5B1
6VANGUARD PORTFOLIO MANAGEMENT LLC$1.3B1
7MORGAN STANLEY$1.1B1
8JANE STREET GROUP, LLC$1.0B1
9FMR LLC$696M1
10Boston Partners$624M1
11UBS Group AG$527M1
12DEUTSCHE BANK AG\$521M1
13TWO SIGMA INVESTMENTS, LP$498M1
14NORTHERN TRUST CORP$489M1
15UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$459M1
16Michael & Susan Dell Foundation$440M1
17Legal & General Group Plc$366M1
18NORDEA INVESTMENT MANAGEMENT AB$342M1
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC$312M1
20WELLS FARGO & COMPANY/MN$281M1
21VANGUARD FIDUCIARY TRUST CO$276M1
22CITADEL ADVISORS LLC$239M1
23CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$210M1
24DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$177M1
25WELLINGTON MANAGEMENT GROUP LLP$173M1
26AQR CAPITAL MANAGEMENT LLC$171M1
27FRANKLIN RESOURCES INC$166M1
28Epoch Investment Partners, Inc.$158M1
29DIMENSIONAL FUND ADVISORS LP$158M1
30RAYMOND JAMES FINANCIAL INC$153M1
31Swiss National Bank$153M1
32ENVESTNET ASSET MANAGEMENT INC$152M1
33ROYAL BANK OF CANADA$146M1
34JENNISON ASSOCIATES LLC$140M1
35Amundi$139M1
36FIRST TRUST ADVISORS LP$136M1
37Nuveen, LLC$135M1
38STIFEL FINANCIAL CORP$123M1
39Bank Julius Baer & Co. Ltd, Zurich$122M1
40National Pension Service$120M1
41RENAISSANCE TECHNOLOGIES LLC$118M1
42DANSKE BANK A/S$116M1
43Mitsubishi UFJ Asset Management Co., Ltd.$116M1
44Mizuho Markets Cayman LP$114M1
45Vanguard Global Advisers, LLC$108M1
461832 Asset Management L.P.$104M1
47LPL Financial LLC$103M1
48VANGUARD ASSET MANAGEMENT, Ltd$103M1
49CITIGROUP INC$98.2M1
50SEI INVESTMENTS CO$87.1M1
51Janus Henderson Group Ltd.$86.8M1
52CANADA PENSION PLAN INVESTMENT BOARD$79.9M1
53HSBC HOLDINGS PLC$79.5M1
54STOREBRAND ASSET MANAGEMENT AS$78.0M1
55NewEdge Advisors, LLC$75.1M1
56Quantinno Capital Management LP$71.9M1
57NOMURA ASSET MANAGEMENT CO LTD$67.3M1
58Eurizon Capital SGR S.p.A.$67.0M1
59WESTWOOD HOLDINGS GROUP INC$63.0M1
60First Pacific Advisors, LP$62.9M1
61PRIMECAP MANAGEMENT CO/CA/$61.5M1
62Pictet Asset Management Holding SA$61.1M1
63SUSQUEHANNA INTERNATIONAL GROUP, LLP$60.2M1
64Gotham Asset Management, LLC$59.2M1
65VOLORIDGE INVESTMENT MANAGEMENT, LLC$58.8M1
66NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$57.7M1
67TODD ASSET MANAGEMENT LLC$56.6M1
68BNP Paribas Asset Management Holding S.A.$56.0M1
69Assenagon Asset Management S.A.$54.6M1
70OSAIC HOLDINGS, INC.$54.3M1
71PRINCIPAL FINANCIAL GROUP INC$54.1M1
72MACKENZIE FINANCIAL CORP$53.1M1
73BERKSHIRE ASSET MANAGEMENT LLC/PA$51.1M1
74Aberdeen Group plc$50.7M1
75PFA Pension, Forsikringsaktieselskab$50.4M1
76TRUIST FINANCIAL CORP$48.1M1
77FEDERATED HERMES, INC.$47.3M1
78Universal- Beteiligungs- und Servicegesellschaft mbH$47.3M1
79BANK OF MONTREAL /CAN/$47.2M1
80AVIVA PLC$46.2M1
81Baird Financial Group, Inc.$44.9M1
82TD ASSET MANAGEMENT INC$44.8M1
83STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$44.6M1
84MILLENNIUM MANAGEMENT LLC$43.7M1
85Mariner, LLC$43.6M1
86CIBC WORLD MARKET INC.$42.3M1
87PANAGORA ASSET MANAGEMENT INC$41.1M1
88INVESTMENT HOUSE LLC$41.1M1
89ALLIANCEBERNSTEIN L.P.$40.7M1
90Qube Research & Technologies Ltd$39.2M1
91TORONTO DOMINION BANK$38.8M1
92TEACHER RETIREMENT SYSTEM OF TEXAS$37.5M1
93Creative Planning$37.2M1
94TWIN FOCUS CAPITAL PARTNERS, LLC$37.0M1
95HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$36.9M1
96Bridgewater Associates, LP$36.7M1
97Jasper Ridge Partners, L.P.$36.6M1
98BROWN ADVISORY INC$36.4M1
99HighTower Advisors, LLC$35.8M1
100Zurich Insurance Group Ltd/FI$35.0M1
101ADAGE CAPITAL PARTNERS GP, L.L.C.$34.7M1
102Marex Group Ltd$34.1M1
103Verity & Verity, LLC$32.6M1
104Swedbank AB$32.4M1
105Vontobel Holding Ltd.$32.0M1
106Tidal Investments LLC$31.9M1
107Rockefeller Capital Management L.P.$31.4M1
108BRUNI J V & CO /CO$31.4M1
109APG Asset Management N.V.$31.0M1
110United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$30.6M1
111OpenArc Corporate Advisory, LLC$29.2M1
112SCHRODER INVESTMENT MANAGEMENT GROUP$29.2M1
113BEESE FULMER INVESTMENT MANAGEMENT, INC.$28.9M1
114Ensign Peak Advisors, Inc$28.7M1
115Cetera Investment Advisers$28.6M1
116LAZARD ASSET MANAGEMENT LLC$28.1M1
117EVERGREEN CAPITAL MANAGEMENT LLC$28.1M1
118STATE OF WISCONSIN INVESTMENT BOARD$28.1M1
119COMMONWEALTH EQUITY SERVICES, LLC$27.6M1
120Richard C. Young & CO., LTD.$27.2M1
121MANUFACTURERS LIFE INSURANCE COMPANY, THE$26.3M1
122Vanguard Investments Australia, Ltd.$25.9M1
123Alden Global Capital LLC$25.9M1
124Korea Investment CORP$25.5M1
125Chevy Chase Trust Holdings, LLC$24.2M1
126NATIONAL BANK OF CANADA /FI/$24.1M1
127TUDOR INVESTMENT CORP ET AL$23.6M1
128Artemis Investment Management LLP$23.4M1
129Advisors Capital Management, LLC$23.0M1
130ROYAL LONDON ASSET MANAGEMENT LTD$22.4M1
131Allworth Financial LP$22.3M1
132Allianz Asset Management GmbH$21.9M1
133Cresset Asset Management, LLC$21.8M1
134OAKTOP CAPITAL MANAGEMENT II, L.P.$21.4M1
135US BANCORP \DE\$21.2M1
136Asset Management One Co., Ltd.$21.2M1
137MAI Capital Management$21.1M1
138KLP KAPITALFORVALTNING AS$20.8M1
139Empowered Funds, LLC$20.6M1
140CRAWFORD INVESTMENT COUNSEL INC$20.5M1
141Maytus Capital Management, LLC$20.2M1
142Grantham, Mayo, Van Otterloo & Co. LLC$19.7M1
143Lodge Hill Capital, LLC$19.7M1
144NLB Skladi, upravljanje premozenja, d.o.o.$19.6M1
145SEB Asset Management AB$19.4M1
146ACR Alpine Capital Research, LLC$19.2M1
147FIFTH THIRD BANCORP$18.7M1
148M&G Plc$18.5M1
149UniSuper Management Pty Ltd$18.5M1
150Lansforsakringar Fondforvaltning AB (publ)$18.2M1
151State of New Jersey Common Pension Fund D$17.9M1
152MML INVESTORS SERVICES, LLC$17.7M1
153O'SHAUGHNESSY ASSET MANAGEMENT, LLC$17.6M1
154NATIXIS$17.4M1
155NFJ INVESTMENT GROUP, LLC$17.3M1
156Swiss Life Asset Management Ltd$17.2M1
157Red Door Wealth Management, LLC$17.1M1
158PDT Partners, LLC$16.8M1
159Focus Partners Wealth$16.6M1
160Osmosis Investment Management UK Ltd$16.4M1
161ABN AMRO Bank N.V.$16.3M1
162Chicago Capital, LLC$16.0M1
163EVENTIDE ASSET MANAGEMENT, LLC$16.0M1
164Resona Asset Management Co.,Ltd.$15.8M1
165Zurcher Kantonalbank (Zurich Cantonalbank)$15.6M1
166HANCOCK WHITNEY CORP$15.5M1
167Tredje AP-fonden$15.4M1
168Mitsubishi UFJ Trust & Banking Corp$15.4M1
169Crossmark Global Holdings, Inc.$15.3M1
170WINTON GROUP Ltd$15.2M1
171Vident Advisory, LLC$15.1M1
172IEQ CAPITAL, LLC$15.0M1
173STATE OF MICHIGAN RETIREMENT SYSTEM$14.9M1
174WORLDQUANT MILLENNIUM ADVISORS LLC$14.9M1
175CLOUGH CAPITAL PARTNERS L P$14.7M1
176Kestra Advisory Services, LLC$14.5M1
177Mirae Asset Global Investments Co., Ltd.$14.4M1
178Arizona State Retirement System$14.3M1
179Corient Private Wealth LLC$14.3M1
180Advisors Asset Management, Inc.$14.2M1
181Summit Financial, LLC$14.2M1
182Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$14.1M1
183MACQUARIE GROUP LTD$13.8M1
184WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$13.8M1
185Beacon Pointe Advisors, LLC$13.3M1
186Czech National Bank$13.3M1
187Cerity Partners LLC$12.9M1
188WOODMONT INVESTMENT COUNSEL LLC$12.9M1
189VAN DEN BERG MANAGEMENT I, INC$12.8M1
190Quadrature Capital Ltd$12.7M1
191XTX Topco Ltd$12.6M1
192Hancock Prospecting Pty Ltd$12.6M1
193MEYER HANDELMAN CO$12.6M1
194FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$12.6M1
195ZACKS INVESTMENT MANAGEMENT$12.5M1
196FIDUCIARY TRUST CO$12.2M1
197Andra AP-fonden$12.2M1
198HUNTINGTON NATIONAL BANK$12.2M1
199Dakota Wealth Management$12.1M1
200CIBC Asset Management Inc$12.1M1
201Rafferty Asset Management, LLC$12.0M1
202Apollon Wealth Management, LLC$11.6M1
203XPONANCE LLC$11.5M1
204MERCER GLOBAL ADVISORS INC /ADV$11.5M1
205COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$11.4M1
206Candriam S.C.A.$11.3M1
207IFM Investors Pty Ltd$11.2M1
208Private Advisor Group, LLC$11.1M1
209DnB Asset Management AS$11.0M1
210CIBC Bancorp USA Inc.$11.0M1
211Lifeworks Advisors, LLC$11.0M1
212SCOTIA CAPITAL INC.$11.0M1
213INTECH INVESTMENT MANAGEMENT LLC$10.8M1
214ProShare Advisors LLC$10.8M1
215Virtus Wealth Solutions LLC$10.6M1
216Kendall Capital Management$10.5M1
217Retirement Systems of Alabama$10.4M1
218NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$10.1M1
219GATEWAY INVESTMENT ADVISERS LLC$10.1M1
220Wealthfront Advisers LLC$9.9M1
221&PARTNERS$9.8M1
222Woodline Partners LP$9.7M1
223GFG Capital, LLC$9.7M1
224Union Bancaire Privee, UBP SA$9.6M1
225CREDIT AGRICOLE S A$9.6M1
226GFS Advisors, LLC$9.5M1
227USS Investment Management Ltd$9.4M1
228Cumberland Partners Ltd$9.2M1
229Robeco Institutional Asset Management B.V.$9.2M1
230Lido Advisors, LLC$9.0M1
231Walleye Capital LLC$9.0M1
232Royal Fund Management, LLC$9.0M1
233Nitorum Capital, L.P.$8.8M1
234Stratos Investment Management, LLC$8.8M1
235OPPENHEIMER ASSET MANAGEMENT INC.$8.7M1
236HUB Investment Partners, LLC$8.7M1
237Daiwa Securities Group Inc.$8.6M1
238Man Group plc$8.6M1
239IMC-Chicago, LLC$8.6M1
240SIGNET FINANCIAL MANAGEMENT, LLC$8.4M1
241PUBLIC SECTOR PENSION INVESTMENT BOARD$8.4M1
242Utah Retirement Systems$8.3M1
243Susquehanna Portfolio Strategies, LLC$8.3M1
244Providence Capital Advisors, LLC$8.2M1
245VOYA INVESTMENT MANAGEMENT LLC$8.1M1
246Gunderson Capital Management LLC$8.1M1
247Elo Mutual Pension Insurance Co$8.0M1
248Sequoia Financial Advisors, LLC$7.9M1
249Hamilton Point Investment Advisors, LLC$7.9M1
250NEW YORK LIFE INVESTMENT MANAGEMENT LLC$7.8M1
251Sumitomo Mitsui DS Asset Management Company, Ltd$7.8M1
252Varma Mutual Pension Insurance Co$7.8M1
253Spire Wealth Management$7.7M1
254Trajan Wealth LLC$7.7M1
255Foster Victor Wealth Advisors, LLC$7.6M1
256Y-Intercept (Hong Kong) Ltd$7.4M1
257FORTEM FINANCIAL GROUP, LLC$7.4M1
258TECTONIC ADVISORS LLC$7.4M1
259Rakuten Investment Management, Inc.$7.4M1
260BANK OF NOVA SCOTIA$7.4M1
261Convergence Investment Partners, LLC$7.4M1
262Asio Capital, LLC$7.3M1
263BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$7.2M1
264Brookstone Capital Management$7.1M1
265Concurrent Investment Advisors, LLC$7.1M1
266PEAK6 LLC$7.0M1
267Texas Yale Capital Corp.$7.0M1
268NEOS Investment Management LLC$7.0M1
269OCCUDO QUANTITATIVE STRATEGIES LP$7.0M1
270Pathstone Holdings, LLC$6.9M1
271NISSAY ASSET MANAGEMENT CORP /JAPAN$6.8M1
272Carnegie Investment Counsel$6.8M1
273ASR Vermogensbeheer N.V.$6.7M1
274Vanguard Personalized Indexing Management, LLC$6.7M1
275MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$6.7M1
276Ellsworth Advisors, LLC$6.7M1
277L2 Asset Management, LLC$6.6M1
278WESTPAC BANKING CORP$6.5M1
279Occidental Asset Management, LLC$6.5M1
280Monte Financial Group, LLC$6.4M1
281FIL Ltd$6.3M1
282HOHIMER WEALTH MANAGEMENT, LLC$6.3M1
283TD Waterhouse Canada Inc.$6.2M1
284Hixon Zuercher, LLC$6.2M1
285Guild Investment Management, Inc.$6.0M1
286EDMOND DE ROTHSCHILD HOLDING S.A.$5.9M1
287LAKEWOOD CAPITAL MANAGEMENT, LP$5.9M1
288AMERICAN CENTURY COMPANIES INC$5.7M1
289Hennion & Walsh Asset Management, Inc.$5.7M1
290JB Capital LLC$5.6M1
291OREGON PUBLIC EMPLOYEES RETIREMENT FUND$5.6M1
292Citizens Business Bank$5.6M1
293BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$5.4M1
294Geneva Partners, LLC$5.4M1
295LBP AM SA$5.4M1
296OPPENHEIMER & CO INC$5.4M1
297Jefferies Financial Group Inc.$5.4M1
298Genus Capital Management Inc.$5.4M1
299OMERS ADMINISTRATION Corp$5.3M1
300KIECKHEFER GROUP LLC$5.2M1
301CWM, LLC$5.2M1
302OP Asset Management Ltd$5.2M1
303FLPUTNAM INVESTMENT MANAGEMENT CO$5.2M1
304MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$5.2M1
305Titan Investment Management LLC$5.1M1
306Robbins Farley$5.1M1
307Banque Cantonale Vaudoise$5.0M1
308LIGHTHOUSE FINANCIAL SERVICES INC /ADV$5.0M1
309Mediolanum International Funds Ltd$5.0M1
310M&T BANK CORP$5.0M1
311Voleon Capital Management LP$4.9M1
312Highlander Partners, L.P.$4.9M1
313Lineweaver Wealth Advisors, LLC$4.9M1
314EASTERLY INVESTMENT PARTNERS LLC$4.9M1
315Caprock Group, LLC$4.8M1
316NorthCrest Asset Manangement, LLC$4.8M1
317Atria Investments, Inc$4.8M1
318Kingsview Wealth Management, LLC$4.8M1
319LGT Group Foundation$4.8M1
320KMG FIDUCIARY PARTNERS, LLC$4.7M1
321VISTA INVESTMENT PARTNERS LLC$4.7M1
322UMB Bank, n.a.$4.6M1
323LGT Fund Management Co Ltd.$4.6M1
324Steward Partners Investment Advisory, LLC$4.5M1
325Biltmore Family Office, LLC$4.5M1
326COMMERCE BANK$4.5M1
327Avanza Fonder AB$4.5M1
328William Allan Corp$4.4M1
329Federation des caisses Desjardins du Quebec$4.4M1
330Integrated Advisors Network LLC$4.3M1
331Havemeyer Place LP$4.3M1
332Headlands Technologies LLC$4.2M1
333Twin Tree Management, LP$4.2M1
334ROMANO BROTHERS AND COMPANY$4.2M1
335QRG CAPITAL MANAGEMENT, INC.$4.2M1
336Weiss Asset Management LP$4.1M1
337Cercano Management LLC$4.1M1
338World Investment Advisors$4.1M1
339Lombard Odier Asset Management (Switzerland) SA$4.1M1
340Sowell Financial Services LLC$4.1M1
341MWA Asset Management$3.9M1
342HENNESSY ADVISORS INC$3.9M1
343STEPHENS INC /AR/$3.9M1
344JT Stratford LLC$3.9M1
345Mirador Capital Partners LP$3.9M1
346G&S Capital LLC$3.8M1
347Laird Norton Wetherby Trust Company, LLC$3.7M1
348Investment Management Corp of Ontario$3.7M1
349Stamos Capital Partners, L.P.$3.7M1
350Illinois Municipal Retirement Fund$3.7M1
351Bulltick Wealth Management, LLC$3.7M1
352Werlinich Asset Management, LLC$3.7M1
353Volterra Technologies LP$3.6M1
354PINNACLE ASSOCIATES LTD$3.6M1
355BURNEY CO/$3.6M1
356Procyon Advisors, LLC$3.6M1
357TKG Advisors, LLC$3.6M1
358Aurora Investment Counsel$3.5M1
359Slagle Financial, LLC$3.5M1
360Hudson Canyon Capital Management$3.5M1
361Prospera Financial Services Inc$3.5M1
362ELEVATION POINT WEALTH PARTNERS, LLC$3.5M1
363Monument Capital Management$3.4M1
364BLAIR WILLIAM & CO/IL$3.4M1
365Everest Financial Group LLC$3.4M1
366Citizens National Bank Trust Department$3.4M1
367Vest Financial, LLC$3.4M1
368Siemens Fonds Invest GmbH$3.4M1
369PARSONS CAPITAL MANAGEMENT INC/RI$3.3M1
370FOUNDATIONS INVESTMENT ADVISORS, LLC$3.3M1
371Great Lakes Retirement, Inc.$3.3M1
372Argyle Capital Management, LLC$3.3M1
373FULTON BANK, N.A.$3.3M1
374Bleakley Financial Group, LLC$3.3M1
375D.A. DAVIDSON & CO.$3.2M1
376BSW Wealth Partners$3.2M1
377Truvestments Capital LLC$3.1M1
378DODGE & COX$3.1M1
379RITHOLTZ WEALTH MANAGEMENT$3.1M1
380Norinchukin Bank, The$3.1M1
381Inscription Capital, LLC$3.1M1
382COOKSON PEIRCE & CO INC$3.1M1
383Qsemble Capital Management, LP$3.0M1
384Financiere des Professionnels - Fonds d'investissement inc.$3.0M1
385Allspring Global Investments Holdings, LLC$3.0M1
386Garner Asset Management Corp$3.0M1
387Quantum Private Wealth, LLC$3.0M1
388J.P. Marvel Investment Advisors, LLC$3.0M1
389AssuredPartners Investment Advisors, LLC$3.0M1
390MIZUHO SECURITIES USA LLC$2.9M1
391Palouse Capital Management, Inc.$2.9M1
392Austin Asset Management Co Inc$2.9M1
393Taproot Management LP$2.9M1
394HOLDERNESS INVESTMENTS CO$2.9M1
395Institute for Wealth Management, LLC.$2.8M1
396Steadtrust LLC$2.8M1
397Proficio Capital Partners LLC$2.8M1
398National Philanthropic Trust$2.8M1
399NOMURA HOLDINGS INC$2.8M1
400Vestmark Advisory Solutions, Inc.$2.7M1
401J.W. COLE ADVISORS, INC.$2.7M1
402Avior Wealth Management, LLC$2.7M1
403ABN AMRO INVESTMENT SOLUTIONS$2.7M1
404Kestra Investment Management, LLC$2.7M1
405Generali Asset Management SPA SGR$2.7M1
406Maryland State Retirement & Pension System$2.6M1
407Merit Financial Group, LLC$2.6M1
408Summit Trail Advisors, LLC$2.6M1
409BW Gestao de Investimentos Ltda.$2.6M1
410NewEdge Wealth, LLC$2.6M1
411Dynasty Wealth Management, LLC$2.5M1
412Rodgers Brothers Inc.$2.5M1
413AlphaCore Capital LLC$2.4M1
414Per Stirling Capital Management, LLC.$2.4M1
415Vectors Research Management, LLC$2.4M1
416Board of the Pension Protection Fund$2.4M1
417SAWGRASS ASSET MANAGEMENT LLC$2.4M1
418Composition Wealth, LLC$2.3M1
419Engineers Gate Manager LP$2.3M1
420QUADRANT CAPITAL GROUP LLC$2.3M1
421Vise Technologies, Inc.$2.3M1
422Marks Group Wealth Management, Inc$2.3M1
423Blue Owl Capital Holdings LP$2.3M1
424MGO ONE SEVEN LLC$2.3M1
425MRP Capital Investments, LLC$2.2M1
426MCCARTER PRIVATE WEALTH SERVICES LLC$2.2M1
427Activest Wealth Management$2.2M1
428Objectivity Squared, LLC$2.2M1
429ARS Investment Partners, LLC$2.2M1
430UNITED CAPITAL FINANCIAL ADVISORS, LLC$2.2M1
431VISTA INVESTMENT PARTNERS II, LLC$2.2M1
432AE Wealth Management LLC$2.2M1
433Hershey Financial Advisers, LLC$2.2M1
434Trust Investment Advisors$2.2M1
435TOKIO MARINE ASSET MANAGEMENT CO LTD$2.2M1
436GUGGENHEIM CAPITAL LLC$2.1M1
437KEYBANK NATIONAL ASSOCIATION/OH$2.1M1
438Alamar Capital Management, LLC$2.0M1
439U.S. Capital Wealth Advisors, LLC$2.0M1
440HB Wealth Management, LLC$2.0M1
441EFG International AG$2.0M1
442MUFG Securities EMEA plc$2.0M1
443Advisor OS, LLC$2.0M1
444CITIZENS FINANCIAL GROUP INC/RI$2.0M1
445Chicago Partners Investment Group LLC$2.0M1
446Metis Global Partners, LLC$2.0M1
447Goelzer Investment Management, Inc.$2.0M1
448Clear Harbor Asset Management, LLC$2.0M1
449WealthPlan Investment Management, LLC$2.0M1
450Generali Investments, Management Co LLC$1.9M1
451Ballentine Partners, LLC$1.9M1
452SALEM INVESTMENT COUNSELORS INC$1.9M1
453Howard Capital Management, LLC$1.9M1
454Saudi Central Bank$1.9M1
455Cornerstone Wealth Management, LLC$1.9M1
456COURIER CAPITAL LLC$1.9M1
457Diversified Trust Co$1.9M1
458EP Wealth Advisors, LLC$1.9M1
459Intrepid Financial Planning Group LLC$1.9M1
460OPINICUS CAPITAL, INC.$1.9M1
461IPG Investment Advisors LLC$1.9M1
462CastleKnight Management LP$1.9M1
463MFG WEALTH MANAGEMENT, INC.$1.8M1
464Sigma Planning Corp$1.8M1
465Dai-ichi Life Insurance Company, Ltd$1.8M1
466SteelPeak Wealth, LLC$1.8M1
467E. Ohman J:or Asset Management AB$1.8M1
468Stratos Wealth Partners, LTD.$1.8M1
469Callan Family Office, LLC$1.8M1
470VestGen Advisors, LLC$1.8M1
471CSS LLC/IL$1.7M1
472Accurate Wealth Management, LLC$1.7M1
473GUYASUTA INVESTMENT ADVISORS INC$1.7M1
474Beck Bode, LLC$1.7M1
475RHODES INVESTMENT ADVISORS INC /ADV$1.7M1
476LONGFELLOW INVESTMENT MANAGEMENT CO LLC$1.7M1
477DRW Securities, LLC$1.7M1
478Chesley Taft & Associates LLC$1.7M1
479Geneos Wealth Management Inc.$1.7M1
480ALPS ADVISORS INC$1.7M1
481Concentric Capital Strategies, LP$1.7M1
482Nicholas Wealth, LLC.$1.7M1
483EDGEWOOD MANAGEMENT LLC$1.6M1
484Mork Capital Management, LLC$1.6M1
485Buck Wealth Strategies, LLC$1.6M1
486Fisher Funds Management LTD$1.6M1
487BALYASNY ASSET MANAGEMENT L.P.$1.6M1
488ABLE Financial Group, LLC$1.6M1
489STANCE CAPITAL LLC$1.6M1
490INTACT INVESTMENT MANAGEMENT INC.$1.6M1
491Demars Financial Group, LLC$1.6M1
492Secure Asset Management, LLC$1.6M1
493NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.6M1
494Jefferson Bridge Capital, LLC$1.5M1
495Arjuna Capital$1.5M1
496RWA WEALTH PARTNERS, LLC$1.5M1
497Equitable Holdings, Inc.$1.5M1
498OFI INVEST ASSET MANAGEMENT$1.5M1
499Phoenix Financial Ltd.$1.5M1
500Beverly Hills Private Wealth, LLC$1.5M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)5 buy / 6 sell
Congress net ($ bound)−$176K to $62.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on DELL

RETAINED WINDOW · ACTIVE HITS
Signal hits naming DELL
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for DELL · financials and macro

Financials — as filed PLANNED

DELL's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: DELL on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing