Dell Technologies -c (DELL) — Who's Buying and Selling (13F, Q2 2026)

DELL ranks #119 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

DELL is a disclosed holding of Jane Street (Jane Street Group), one of the tracked superinvestors on AlphaSMO — it makes up 0.6% of that fund's own 13F portfolio.

DELL is a top-conviction position for Michael & Susan Dell Foundation — at 28.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in DELL belongs to BlackRock, Inc., but the position matters far more to Michael & Susan Dell Foundation, who has 28.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Ninety One UK Ltd has added to its DELL position for two straight quarters, increasing it by $95.8M to reach $163.7M today.

DELL is down 4.6% today, but institutions show net buying of $50.8B this quarter — a divergence between today's price move and the underlying institutional flow.

DELL posted net income of $11.4B over the trailing twelve months.

• Profitable — net income of $11.4B over the trailing twelve months
• Revenue grew 56.4% year over year
• Net income improved year over year, from $4.7B to $11.4B
• Generated $11.2B in positive operating cash flow
• Current ratio of 0.91x — below the conventional 1.5x liquidity buffer
• Total liabilities currently exceed total assets (negative shareholder equity)