Dell Technologies Inc. (DELL)
What changed in recent filings
- Revenue +88% YoYQuarter ended May 1, 2026
- Institutions — 5 new · 3 reduced13F · as of end of 2026 Q2
- Free cash flow declined recentlyJan 30, 2026 → Jul 31, 2026
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Institutions holding Dell Technologies Inc.
How many of the institutions we track reported holding this stock, quarter by quarter.
2019 Q1: 3 → 2026 Q2: 8 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold Dell Technologies Inc.
Institutions we track that reported holding this stock in their most recent 13F.
- Dodge & Coxunder 0.01% of portfolio · held as of 2019 Q1 or earlier
- Bridgewater Associates0.02% of portfolio · since 2025 Q4
- Tudor Investment Corp0.02% of portfolio · since 2026 Q1
- Maverick CapitalNew this quarter0.01% of portfolio · since 2026 Q2
- National Pension Service (Korea)0.18% of portfolio · held as of 2026 Q2 or earlier
- GQG Partners0.89% of portfolio · held as of 2026 Q2 or earlier
- Caisse de depot (Quebec)under 0.01% of portfolio · held as of 2026 Q2 or earlier
- PRIMECAP Management0.10% of portfolio · held as of 2026 Q2 or earlier
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Company overview
An IT-infrastructure company designing and selling servers, storage, and PCs, with the Infrastructure Solutions Group (ISG), including AI servers, a major business. Being hardware-centered, its margins are on the lower side.
What is the IT Hardware sector?
PCs, servers, and storage. Benefits from data centers alongside chips.
Dell Technologies Inc. is classified under the IT Hardware sector. See peers below.
Dell Technologies Inc. key financials
Based on SEC filings · as of Jul 31, 2026
Tap a metric name to see its meaning in the glossary.
Dell Technologies Inc. vs IT Hardware sector benchmark
Median of 16 representative sector stocks · SEC filings · factual comparison (not advice)
A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.
DELL revenue by segment summary
SEC 10-Q · segment totals cross-checked against total revenue
2026-05-01 revenue was $43.8B, +87.5% YoY.
The largest segment is Infrastructure Solutions Group, 66.5% of revenue — a highly concentrated structure.
Recent revenue growth was led mainly by the Infrastructure Solutions Group segment (about 91% of the increase).
Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.
ETFs holding Dell Technologies Inc.
Per SEC N-PORT · 2026-06-30 · by weight · factual
DELL on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the IT Hardware average
Peers · IT Hardware
DELL FAQ
What is Dell Technologies Inc. (DELL)?
An IT-infrastructure company designing and selling servers, storage, and PCs, with the Infrastructure Solutions Group (ISG), including AI servers, a major business. Being hardware-centered, its margins are on the lower side.
What sector is Dell Technologies Inc. in?
Dell Technologies Inc. is classified under IT Hardware. PCs, servers, and storage. Benefits from data centers alongside chips.
What are Dell Technologies Inc.'s key financials?
As of Jul 31, 2026 in SEC filings: Revenue growth (YoY) 49.0%, Operating margin 11.5%, Net margin 7.5%. Definitions and interpretation are available on Stocklore.
What are Dell Technologies Inc.'s main revenue segments?
The largest segment is Infrastructure Solutions Group, about 66.5% of revenue. Segment totals are cross-checked against total revenue from SEC filings.
Where can I analyze Dell Technologies Inc. (DELL) stock?
On Stocklore you can see DELL's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.