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 Q1 2026, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.24 B.
Top institutional holders include Cliff Asness and Renaissance Technologies (RenTech).
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $73.99 M net inflow during the quarter.
Recent activity highlights Jeremy Grantham who dramatically increased their stake. Conversely, Scott Black reduced exposure by 22.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Dell Technologies Inc. (DELL)
Major holders include Cliff Asness ($170.91 M), Renaissance Technologies (RenTech) ($118.43 M), First Pacific Advisors ($62.86 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 3.14 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $73.99 M, with 8 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited DELL. The total reported sell value was $37.2 M.
Yes, 1 managers opened new positions in DELL, and 7 increased their existing holdings. The total reported buy value was $111.19 M.
