DELL Dell Technologies
Dell Technologies (DELL) Institutional Ownership
What the institutions did with DELL last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| ARGENT CAPITAL MANAGEMENT LLC | 205.1K | 64.4% |
| GoalVest Advisory LLC | 36.3K | 11.4% |
| CX Institutional | 24.8K | 7.8% |
| NEVILLE RODIE & SHAW INC | 12.2K | 3.8% |
| Polaris Financial Partners | 9.2K | 2.9% |
| Violich Capital Management, Inc. | 6.7K | 2.1% |
| EASTERN BANK | 6.2K | 1.9% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 5.0K | 1.6% |
| Olistico Wealth, LLC | 3.3K | 1.0% |
| Versant Capital Management, Inc | 2.5K | 0.8% |
| Rosenberg Matthew Hamilton | 1.4K | 0.4% |
| COLLECTIVE FAMILY OFFICE LLC | 1.3K | 0.4% |
| MassMutual Private Wealth & Trust, FSB | 1.1K | 0.4% |
| ROCKLAND TRUST CO | 1.0K | 0.3% |
| Central Pacific Bank - Trust Division | 428 | 0.1% |
| PRIVATE CLIENT SERVICES, LLC | 426 | 0.1% |
| Stonebridge Financial Group, LLC | 406 | 0.1% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 382 | 0.1% |
| Sarver Vrooman Wealth Advisors | 314 | 0.1% |
| Planning Strategies Inc. | 305 | 0.1% |
| TOMPKINS FINANCIAL CORP | 50 | 0.0% |
| Noble Wealth Management PBC | 47 | 0.0% |
| Hickory Point Bank & Trust | 15 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| GoalVest Advisory LLC | Increased | 37 | 36.3K | +36.3K |
| CX Institutional | Increased | 9.2K | 24.8K | +15.6K |
| ARGENT CAPITAL MANAGEMENT LLC | Reduced | 212.2K | 205.1K | -7.1K |
| EASTERN BANK | Increased | 4.5K | 6.2K | +1.7K |
| Violich Capital Management, Inc. | Reduced | 7.2K | 6.7K | -500 |
| Olistico Wealth, LLC | Reduced | 3.7K | 3.3K | -475 |
| PRIVATE CLIENT SERVICES, LLC | New | 0 | 426 | +426 |
| Central Pacific Bank - Trust Division | Increased | 14 | 428 | +414 |
| Stonebridge Financial Group, LLC | New | 0 | 406 | +406 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | New | 0 | 382 | +382 |
| Versant Capital Management, Inc | Reduced | 2.8K | 2.5K | -264 |
| NEVILLE RODIE & SHAW INC | Reduced | 12.4K | 12.2K | -243 |
| MassMutual Private Wealth & Trust, FSB | Reduced | 1.2K | 1.1K | -59 |
| Planning Strategies Inc. | Reduced | 363 | 305 | -58 |
| ROCKLAND TRUST CO | Increased | 983 | 1.0K | +35 |
| Noble Wealth Management PBC | Increased | 22 | 47 | +25 |
| COLLECTIVE FAMILY OFFICE LLC | Increased | 1.3K | 1.3K | +19 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Increased | 5.0K | 5.0K | +2 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.