Guru Ownership Trend
Guru Analysis for Dell Technologies Inc. (DELL)
Dell Technologies Inc. (DELL), a key player in the Technology sector, continues to attract institutional attention.
As of Q2 2026, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.15 B.
Top institutional holders include Cliff Asness and Renaissance Technologies (RenTech).
Notably, Arnold Van Den Berg has expressed high conviction in this stock, allocating 5.68% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $376.16 M net outflow during the quarter.
Recent activity highlights Manning & Napier Group who opened a new position. Conversely, Ray Dalio reduced exposure by 94.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Dell Technologies Inc. (DELL)
Major holders include Cliff Asness ($374.54 M), Renaissance Technologies (RenTech) ($279.02 M), Joel Greenblatt ($132.49 M). According to the latest reported data, 13 tracked investment managers collectively hold approximately 2.03 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $376.16 M, with 3 managers increasing positions and 11 managers reducing holdings.
During the most recent reporting period, 10 managers trimmed their positions, while 1 fully exited DELL. The total reported sell value was $394.8 M.
Yes, 2 managers opened new positions in DELL, and 1 increased their existing holdings. The total reported buy value was $18.63 M.
