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 Q3 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $325.43 M.
Top institutional holders include Cliff Asness and First Pacific Advisors.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $82.01 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies who increased their stake by 180.4%. Conversely, Mario Gabelli reduced exposure by 71.9%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.16% | Add 29.7% | 1,781,682 | $245.57 M | Q3 2025 | |
| 0.82% | 418,505 | $59.33 M | Q3 2025 | ||
| 0.16% | Add 29.9% | 254,908 | $36.14 M | Q3 2025 | |
| 0.04% | Add 180.4% | 205,177 | $29.09 M | Q3 2025 | |
| 2.79% | Add 0.2% | 78,508 | $11.13 M | Q3 2025 | |
| 1.42% | Add 7.6% | 11,583 | $1.46 M | Q4 2025 | |
| 0.00% | New Buy | 7,732 | $1.1 M | Q3 2025 | |
| 0.00% | Reduce -71.9% | 1,880 | $266,528 | Q3 2025 | |
| 0.00% | Reduce -1.1% | 1,685 | $238,882 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Dell Technologies Inc. (DELL)
Major holders include Cliff Asness ($245.57 M), First Pacific Advisors ($59.33 M), Joel Greenblatt ($36.14 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 2.76 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $82.01 M, with 5 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 2 fully exited DELL. The total reported sell value was $2.33 M.
Yes, 1 managers opened new positions in DELL, and 4 increased their existing holdings. The total reported buy value was $84.33 M.