DELLNYSEElectronic ComputersFiscal year ends January 29
Dell Technologies Inc.
Financials through Q2 FY2027, quarter ended Jul 31, 2026Last filing: 10-Q on Sep 8, 2026
$455.44+3.73 (+0.83%)
Close on Oct 19, 2026
- Market cap
- $296.95B
- P/E (TTM)
- 26.4
- Dividend yield
- 0.46%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
37.4%
238M of 636M shares
Institutional holders
2,129
619 new, 108 sold out
Net institutional buying
-9M
In Q2 2026
Insider trades, 12 months
0 buys · 2566 sales
Net sold $3.43B
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Silver Lake Group, L.L.C. | 42,809,317 | 11.90% | 13D (active) amendment | Sep 9, 2026 |
| Susan L. Dell | 37,598,983 | – | 13G (passive) amendment | Dec 31, 2023 |
| Michael S. Dell | 265,674,689 | 45.70% | 13G (passive) amendment | Dec 31, 2025 |
| BlackRock, Inc. | 22,819,963 | 6.80% | 13G (passive) | Sep 30, 2024 |
| Vanguard Capital Management | 22,512,097 | 7.07% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of DELL | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 24,094,119 | 3.79% | $10.40B | −655,283 | 0.15% |
| Vanguard Capital Management LLC | 19,013,637 | 2.99% | $8.20B | −423,074 | 0.18% |
| State Street Corp | 13,764,359 | 2.16% | $5.94B | −576,056 | 0.18% |
| Bank Of America Corp /De/ | 10,842,148 | 1.71% | $4.68B | −3,552,687 | 0.30% |
| JPMorgan Chase & Co | 10,437,458 | 1.64% | $4.33B | +7,355,785 | 0.24% |
| Vanguard Portfolio Management LLC | 7,668,070 | 1.21% | $3.31B | −347,443 | 0.15% |
| Geode Capital Management, LLC | 7,651,858 | 1.20% | $3.30B | −71,104 | 0.18% |
| Morgan Stanley | 7,074,450 | 1.11% | $3.05B | +426,579 | 0.16% |
| FMR LLC | 5,654,576 | 0.89% | $2.44B | +1,412,435 | 0.11% |
| Goldman Sachs Group Inc | 5,498,457 | 0.86% | $2.37B | −1,111,239 | 0.21% |
| Norges Bank | 4,312,543 | 0.68% | $1.86B | New | 0.19% |
| Boston Partners | 3,172,196 | 0.50% | $1.37B | −619,566 | 1.22% |
| Invesco Ltd. | 3,055,413 | 0.48% | $1.32B | −5,859,255 | 0.10% |
| Northern Trust Corp | 2,765,076 | 0.43% | $1.19B | −211,938 | 0.14% |
| UBS Asset Management Americas Inc | 2,586,211 | 0.41% | $1.12B | −208,191 | 0.20% |
| Wellington Management Group Llp | 2,526,987 | 0.40% | $1.09B | +1,474,347 | 0.19% |
| Michael & Susan Dell Foundation | 2,459,804 | 0.39% | $1.06B | −222,531 | 27.99% |
| UBS Group AG | 2,405,246 | 0.38% | $1.04B | −807,239 | 0.13% |
| Lsv Asset Management | 2,390,476 | 0.38% | $1.03M | −430,816 | 1.87% |
| Jane Street Group, LLC | 2,320,588 | 0.36% | $1.00B | −3,780,212 | 0.08% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 2,129 | 238M | 37.4% | 619 / 583 | 751 / 108 | 33M | 42M |
| Q1 2026 | 1,643 | 248M | 39.0% | 293 / 567 | 580 / 145 | 60M | 38M |
| Q4 2025 | 1,515 | 258M | 40.6% | 233 / 615 | 461 / 133 | 42M | 21M |
| Q3 2025 | 1,444 | 238M | 37.4% | 209 / 556 | 433 / 103 | 32M | 32M |
| Q2 2025 | 1,358 | 239M | 37.6% | 246 / 509 | 440 / 145 | 32M | 24M |
| Q1 2025 | 1,272 | 232M | 36.4% | 177 / 545 | 385 / 190 | 36M | 44M |
| Q4 2024 | 1,306 | 244M | 38.3% | 227 / 562 | 360 / 129 | 38M | 33M |
| Q3 2024 | 1,231 | 240M | 37.8% | 220 / 580 | 286 / 192 | 85M | 40M |
| Q2 2024 | 1,217 | 212M | 33.3% | 296 / 439 | 335 / 92 | 49M | 55M |
| Q1 2024 | 1,023 | 218M | 34.3% | 264 / 314 | 302 / 70 | 59M | 41M |
| Q4 2023 | 842 | 200M | 31.5% | 168 / 279 | 245 / 81 | 48M | 34M |
| Q3 2023 | 767 | 187M | 29.5% | 134 / 211 | 264 / 71 | 34M | 34M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of DELL | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 9,287,032 | 1.46% | $4.01B | 0.17% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 7,494,874 | 1.18% | $3.23B | 0.19% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 3,978,946 | 0.63% | $1.72B | 0.19% | Jun 30, 2026 |
| JPMorgan Large Cap Growth Fund | 3,895,850 | 0.61% | $1.68B | 1.38% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 3,803,109 | 0.60% | $1.60B | 0.19% | May 31, 2026 |
| Vanguard Value Index Fund | 2,784,855 | 0.44% | $1.20B | 0.47% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 2,491,268 | 0.39% | $1.05B | 0.61% | May 31, 2026 |
| State Street(R) Technology Select Sector SPDR(R) ETF | 1,997,099 | 0.31% | $861.67M | 0.70% | Jun 30, 2026 |
| Vanguard Institutional Index Fund | 1,570,421 | 0.25% | $677.57M | 0.19% | Jun 30, 2026 |
| Vanguard High Dividend Yield Index Fund | 1,211,699 | 0.19% | $491.19M | 0.50% | Jul 31, 2026 |
| Disciplined Value Fund | 1,054,478 | 0.17% | $454.97M | 2.32% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | 690,084 | 0.11% | $297.74M | 0.19% | Jun 30, 2026 |
| College Retirement Equities Fund - Growth Account | 671,710 | 0.11% | $289.82M | 0.67% | Jun 30, 2026 |
| Fidelity High Dividend ETF | 667,461 | 0.10% | $270.57M | 2.66% | Jul 31, 2026 |
| Columbia Contrarian Core Fund | 664,681 | 0.10% | $279.77M | 1.51% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Michael S. Dell | Chief Executive Officer, Director, 10% owner | 294,263,250 | 46.28% | Oct 10, 2025 |
| David Alan Kennedy | Chief Financial Officer | 159,201 | 0.03% | Sep 21, 2026 |
| Richard J. Rothberg | General Counsel & Secretary | 132,415 | 0.02% | Sep 21, 2026 |
| Peter Trizzino | President, Global Sales | 69,074 | 0.01% | Sep 15, 2026 |
| Jennifer D. Saavedra | Chief Human Resources Officer | 296,891 | 0.05% | Sep 9, 2026 |
| Jane Tunnell | Chief Marketing Officer | 41,539 | 0.01% | Sep 9, 2026 |
| Richard Troy Sharp | Chief Accounting Officer | 6,730 | 0.00% | Jun 4, 2026 |
| Jeffrey W. Clarke | COO & Vice Chairman | 1,787,414 | 0.28% | Apr 17, 2026 |
| William F. Scannell | Chief Customer Officer | 21,779 | 0.00% | Mar 25, 2026 |
| Yvonne McGill | Chief Financial Officer | 244,569 | 0.04% | Aug 7, 2025 |
| Brunilda Rios | Chief Accounting Officer | 18,948 | 0.00% | Jun 30, 2025 |
| David J. Grain | Director | 25,517 | 0.00% | Sep 28, 2026 |
| David W. Dorman | Director | 81,423 | 0.01% | Sep 28, 2026 |
| Ellen Jamison Kullman | Director | 66,081 | 0.01% | Sep 28, 2026 |
| Steven M. Mollenkopf | Director | 10,575 | 0.00% | Sep 28, 2026 |
| Lynn Vojvodich Radakovich | Director | 25,686 | 0.00% | Sep 28, 2026 |
| William D. Green | Director | 48,299 | 0.01% | Sep 28, 2026 |
| Egon Durban | Director | 43,019,413 | 6.77% | Sep 25, 2026 |
| Slta Spv-2, L.P. | Director, 10% owner | 43,242,286 | 6.80% | Sep 22, 2026 |
| Slta V (Gp), L.L.C. | Director, 10% owner | 43,226,335 | 6.80% | Sep 22, 2026 |
| Silver Lake Partners V DE (AIV), L.P. | Director, 10% owner | 43,841,135 | 6.90% | Sep 22, 2026 |
| Silver Lake Partners IV, L.P. | Director, 10% owner | 43,487,516 | 6.84% | Sep 22, 2026 |
| Silver Lake Technology Associates IV, L.P. | Director, 10% owner | 43,382,972 | 6.82% | Sep 22, 2026 |
| Sl Spv-2, L.P. | Director, 10% owner | 43,399,465 | 6.83% | Sep 22, 2026 |
| Slta Iv (Gp), L.L.C. | Director, 10% owner | 43,101,803 | 6.78% | Sep 22, 2026 |
| Slta Spv-2 (Gp), L.L.C. | Director, 10% owner | 43,535,647 | 6.85% | Sep 22, 2026 |
| Silver Lake Technology Associates V, L.P. | Director, 10% owner | 43,480,902 | 6.84% | Sep 22, 2026 |
| Silver Lake Group, L.L.C. | Director, 10% owner | 43,841,135 | 6.90% | Sep 22, 2026 |
| Silver Lake Technology Investors IV, L.P. | Director, 10% owner | 45,410,795 | 7.14% | Sep 21, 2026 |
| Silver Lake Technology Investors V, L.P. | Director, 10% owner | 43,353,491 | 6.82% | Sep 21, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| William D. Green Director | Sep 24, 2026 | Award | +680 | – | – | 48,299 |
| Lynn Vojvodich Radakovich Director | Sep 24, 2026 | Award | +419 | – | – | 25,686 |
| Steven M. Mollenkopf Director | Sep 24, 2026 | Award | +633 | – | – | 10,575 |
| Ellen Jamison Kullman Director | Sep 24, 2026 | Award | +419 | – | – | 66,081 |
| David W. Dorman Director | Sep 24, 2026 | Award | +633 | – | – | 78,857 |
| David J. Grain Director | Sep 24, 2026 | Award | +633 | – | – | 25,517 |
| Egon Durban Director | Sep 23, 2026 | Sale | −1,850 | $548.40 | $1.01M | 1,405,236 |
| Lynn Vojvodich Radakovich Director | Sep 22, 2026 | Sale(10b5-1 plan) | −2,022 | $565.28 | $1.14M | 25,267 |
| Lynn Vojvodich Radakovich Director | Sep 22, 2026 | Option exercise | +2,022 | $31.14 | $62.97K | 27,289 |
| Silver Lake Technology Associates IV, L.P. Director, 10% owner | Sep 21, 2026 | Sale | −2,645 | $569.40 | $1.51M | 561 |
| Silver Lake Technology Associates IV, L.P. Director, 10% owner | Sep 21, 2026 | Sale | −3,949 | $569.40 | $2.25M | 839 |
| Silver Lake Technology Associates IV, L.P. Director, 10% owner | Sep 21, 2026 | Sale | −839 | $571.51 | $479.50K | 0 |
| Silver Lake Technology Associates IV, L.P. Director, 10% owner | Sep 21, 2026 | Sale | −561 | $571.51 | $320.62K | 0 |
| Silver Lake Technology Associates IV, L.P. Director, 10% owner | Sep 18, 2026 | Other | −101,327 | – | – | 0 |
| Silver Lake Group, L.L.C. Director, 10% owner | Sep 18, 2026 | Other | −114,714 | – | – | 0 |
| Silver Lake Partners V DE (AIV), L.P. Director, 10% owner | Sep 18, 2026 | Other | −59,331 | – | – | 0 |
| Slta Iv (Gp), L.L.C. Director, 10% owner | Sep 17, 2026 | Sale | −1,800 | $582.01 | $1.05M | 1,383,800 |
| Slta Iv (Gp), L.L.C. Director, 10% owner | Sep 17, 2026 | Sale | −1,165 | $591.24 | $688.79K | 101,327 |
| Slta Iv (Gp), L.L.C. Director, 10% owner | Sep 17, 2026 | Sale | −2,909 | $590.54 | $1.72M | 102,492 |
| Slta Iv (Gp), L.L.C. Director, 10% owner | Sep 17, 2026 | Sale | −2,207 | $589.56 | $1.30M | 105,401 |
| Slta Iv (Gp), L.L.C. Director, 10% owner | Sep 17, 2026 | Sale | −4,688 | $588.46 | $2.76M | 107,607 |
| Slta Iv (Gp), L.L.C. Director, 10% owner | Sep 17, 2026 | Sale | −6,575 | $587.51 | $3.86M | 112,296 |
| Slta Iv (Gp), L.L.C. Director, 10% owner | Sep 17, 2026 | Sale | −6,980 | $586.43 | $4.09M | 118,871 |
| Slta Iv (Gp), L.L.C. Director, 10% owner | Sep 17, 2026 | Sale | −8,176 | $585.47 | $4.79M | 125,851 |
| Slta Iv (Gp), L.L.C. Director, 10% owner | Sep 17, 2026 | Sale | −7,892 | $584.49 | $4.61M | 134,027 |
| Slta Iv (Gp), L.L.C. Director, 10% owner | Sep 17, 2026 | Sale | −3,435 | $583.49 | $2.00M | 141,919 |
| Slta Iv (Gp), L.L.C. Director, 10% owner | Sep 17, 2026 | Sale | −2,655 | $582.44 | $1.55M | 145,354 |
| Slta Iv (Gp), L.L.C. Director, 10% owner | Sep 17, 2026 | Sale | −2,110 | $581.52 | $1.23M | 148,009 |
| Slta Iv (Gp), L.L.C. Director, 10% owner | Sep 17, 2026 | Sale | −608 | $580.51 | $352.95K | 150,119 |
| Slta Iv (Gp), L.L.C. Director, 10% owner | Sep 17, 2026 | Sale | −639 | $579.59 | $370.36K | 150,727 |
| Slta Iv (Gp), L.L.C. Director, 10% owner | Sep 17, 2026 | Sale | −243 | $578.51 | $140.58K | 151,366 |
| Slta Iv (Gp), L.L.C. Director, 10% owner | Sep 17, 2026 | Sale | −406 | $577.60 | $234.51K | 151,609 |
| Slta Iv (Gp), L.L.C. Director, 10% owner | Sep 17, 2026 | Option exercise | +70,460 | – | – | 152,015 |
| Richard J. Rothberg General Counsel & Secretary | Sep 17, 2026 | Sale | −4,000 | $583.36 | $2.33M | 132,415 |
| Egon Durban Director | Sep 17, 2026 | Sale | −54 | $582.44 | $31.45K | 901 |
| Egon Durban Director | Sep 17, 2026 | Sale | −5 | $578.51 | $2.89K | 1,024 |
| Egon Durban Director | Sep 17, 2026 | Sale | −13 | $579.59 | $7.53K | 1,011 |
| Egon Durban Director | Sep 17, 2026 | Sale | −12 | $580.51 | $6.97K | 998 |
| Egon Durban Director | Sep 17, 2026 | Sale | −96 | $588.46 | $56.49K | 128 |
| Egon Durban Director | Sep 17, 2026 | Sale | −45 | $589.56 | $26.53K | 83 |
| Egon Durban Director | Sep 17, 2026 | Sale | −60 | $590.54 | $35.43K | 24 |
| Egon Durban Director | Sep 17, 2026 | Sale | −24 | $591.24 | $14.19K | 0 |
| Egon Durban Director | Sep 17, 2026 | Option exercise | +1,037 | – | – | 1,037 |
| Egon Durban Director | Sep 17, 2026 | Sale | −135 | $587.51 | $79.31K | 224 |
| Egon Durban Director | Sep 17, 2026 | Sale | −143 | $586.43 | $83.86K | 359 |
| Egon Durban Director | Sep 17, 2026 | Sale | −167 | $585.47 | $97.77K | 502 |
| Egon Durban Director | Sep 17, 2026 | Sale | −161 | $584.49 | $94.10K | 669 |
| Egon Durban Director | Sep 17, 2026 | Sale | −70 | $583.49 | $40.84K | 830 |
| Egon Durban Director | Sep 17, 2026 | Sale | −8 | $577.60 | $4.62K | 1,029 |
| Egon Durban Director | Sep 17, 2026 | Sale | −43 | $581.52 | $25.01K | 955 |
| Slta Spv-2, L.P. Director, 10% owner | Sep 17, 2026 | Sale | −6,370 | $586.43 | $3.74M | 130,723 |
| Slta Spv-2, L.P. Director, 10% owner | Sep 17, 2026 | Sale | −7,460 | $585.47 | $4.37M | 137,092 |
| Slta Spv-2, L.P. Director, 10% owner | Sep 17, 2026 | Sale | −7,202 | $584.49 | $4.21M | 144,553 |
| Slta Spv-2, L.P. Director, 10% owner | Sep 17, 2026 | Sale | −3,134 | $583.49 | $1.83M | 151,755 |
| Slta Spv-2, L.P. Director, 10% owner | Sep 17, 2026 | Sale | −2,423 | $582.44 | $1.41M | 154,889 |
| Slta Spv-2, L.P. Director, 10% owner | Sep 17, 2026 | Sale | −1,925 | $581.52 | $1.12M | 157,312 |
| Slta Spv-2, L.P. Director, 10% owner | Sep 17, 2026 | Sale | −555 | $580.51 | $322.18K | 159,237 |
| Slta Spv-2, L.P. Director, 10% owner | Sep 17, 2026 | Sale | −583 | $579.59 | $337.90K | 159,792 |
| Slta Spv-2, L.P. Director, 10% owner | Sep 17, 2026 | Sale | −222 | $578.51 | $128.43K | 160,375 |
| Slta Spv-2, L.P. Director, 10% owner | Sep 17, 2026 | Sale | −370 | $577.60 | $213.71K | 160,597 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Silver Lake Technology Investors V, L.P. See Remarks | Oct 9, 2026 | 449 | $257.97K | Oct 9, 2026 | Acquired upon Conversion of Class B Common Stock of the Issuer, which Class B Common Stock was acquired in 2019. |
| Durban Egon See Remarks | Oct 9, 2026 | 1,800 | $1.03M | Oct 9, 2026 | Acquired through pro rata in-kind distributions initiated on 06/20/2024 from affiliates of Silver Lake Group, L.L.C., which shares were acquired upon conversion of Class B Common Stock of the Issuer, |
| Silver Lake Partners V DE (AIV), L.P. See Remarks | Oct 9, 2026 | 25,495 | $14.65M | Oct 9, 2026 | Acquired upon Conversion of Class B Common Stock of the Issuer, which Class B Common Stock was acquired in 2019. |
| Silver Lake Partners IV, L.P. See Remarks | Oct 9, 2026 | 48,655 | $27.95M | Oct 9, 2026 | Acquired upon Conversion of Class B Common Stock of the Issuer, which Class B Common Stock was acquired in 2016. |
| Sl Spv-2, L.P. See Remarks | Oct 9, 2026 | 44,406 | $25.51M | Oct 9, 2026 | Acquired upon Conversion of Class B Common Stock of the Issuer, which Class B Common Stock was acquired in 2019. |
| Silver Lake Technology Investors IV, L.P. See Remarks | Oct 9, 2026 | 995 | $571.68K | Oct 9, 2026 | Acquired upon Conversion of Class B Common Stock of the Issuer, which Class B Common Stock was acquired in 2016. |
| Dorman Family Foundation The Director | Oct 7, 2026 | 9,214 | $5.16M | Oct 2, 2026 | Employee Compensation |
| Silver Lake Partners V DE (AIV), L.P. See Remarks | Oct 6, 2026 | 26,539 | $14.66M | Oct 6, 2026 | Acquired upon Conversion of Class B Common Stock of the Issuer, which Class B Common Stock was acquired in 2019. |
| Silver Lake Partners IV, L.P. See Remarks | Oct 6, 2026 | 50,636 | $27.97M | Oct 6, 2026 | Acquired upon Conversion of Class B Common Stock of the Issuer, which Class B Common Stock was acquired in 2016. |
| Silver Lake Technology Investors IV, L.P. See Remarks | Oct 6, 2026 | 1,036 | $572.17K | Oct 6, 2026 | Acquired upon Conversion of Class B Common Stock of the Issuer, which Class B Common Stock was acquired in 2016. |
| Silver Lake Technology Investors V, L.P. See Remarks | Oct 6, 2026 | 467 | $257.92K | Oct 6, 2026 | Acquired upon Conversion of Class B Common Stock of the Issuer, which Class B Common Stock was acquired in 2019. |
| Sl Spv-2, L.P. See Remarks | Oct 6, 2026 | 46,322 | $25.58M | Oct 6, 2026 | Acquired upon Conversion of Class B Common Stock of the Issuer, which Class B Common Stock was acquired in 2019. |
| Durban Egon See Remarks | Oct 6, 2026 | 3,600 | $1.99M | Oct 6, 2026 | Acquired through pro rata in-kind distributions initiated between 06/20/2024 - 4/16/2026 from affiliates of Silver Lake Group, L.L.C., which shares were acquired upon conversion of Class B Common Stoc |
| Durban Egon See Remarks | Sep 23, 2026 | 1,850 | $1.02M | Sep 23, 2026 | Acquired through pro rata in-kind distributions initiated between 03/25/2026 - 4/16/2026 from affiliates of Silver Lake Group, L.L.C., which shares were acquired upon conversion of Class B Common Stoc |
| Lynn Vojvodich Radakovich Director | Sep 22, 2026 | 2,022 | $1.14M | Sep 22, 2026 | Stock Option Exercise |