This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/DELL/capital-change-brief"
Use Arkolith's capital_change_brief for DELL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $4.1B | 24.7M | ▼−2.0% Reduced · −515K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $3.2B | 19.4M | ▲New +19.4M sh | Q1 2026 | |
| 3 | ELLIOTT MANAGEMENT CORP | $777.5M | 15.1M | ▲+16% Added · +2.1M sh | Q4 2019 | |
| 4 | BANK OF AMERICA CORP /DE/ | $2.4B | 14.4M | ▲+7.5% Added · +1.0M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $2.4B | 14.3M | ▼−2.5% Reduced · −376K sh | Q1 2026 | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.3B | 8.0M | ▲New +8.0M sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $1.3B | 7.7M | ▲+3.3% Added · +244K sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $1.1B | 6.6M | ▼−44% Reduced · −5.2M sh | Q1 2026 | |
| 9 | GOLDMAN SACHS GROUP INC | $1.1B | 6.6M | ▲+68% Added · +2.7M sh | Q1 2026 | |
| 10 | JANE STREET GROUP, LLC | $1.0B | 6.1M | ▲+654% Added · +5.3M sh | Q1 2026 | |
| 11 | NORGES BANK | $607.3M | 4.8M | ▲+12% Added · +516K sh | Q4 2025 | |
| 12 | FMR LLC | $696.3M | 4.2M | ▲+5.0% Added · +200K sh | Q1 2026 | |
| 13 | Boston Partners | $624.5M | 3.8M | ▼−19% Reduced · −863K sh | Q1 2026 | |
| 14 | UBS Group AG | $527.3M | 3.2M | ▲+1.1% Added · +33K sh | Q1 2026 | |
| 15 | DEUTSCHE BANK AG\ | $521.1M | 3.2M | ▼−42% Reduced · −2.3M sh | Q1 2026 | |
| 16 | JPMORGAN CHASE & CO | $507.4M | 3.1M | ▲+45% Added · +960K sh | Q1 2026 | |
| 17 | TWO SIGMA INVESTMENTS, LP | $497.9M | 3.0M | ▲+106% Added · +1.6M sh | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $488.6M | 3.0M | ▲+5.1% Added · +145K sh | Q1 2026 | |
| 19 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $458.6M | 2.8M | ▲+7.2% Added · +187K sh | Q1 2026 | |
| 20 | AMERIPRISE FINANCIAL INC | $455.9M | 2.8M | ▼−8.3% Reduced · −253K sh | Q1 2026 | |
| 21 | Michael & Susan Dell Foundation | $440.3M | 2.7M | —Held | Q1 2026 | |
| 22 | Legal & General Group Plc | $366.1M | 2.2M | ▲+1.2% Added · +27K sh | Q1 2026 | |
| 23 | NORDEA INVESTMENT MANAGEMENT AB | $342.4M | 2.2M | ▲+180% Added · +1.4M sh | Q1 2026 | |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $311.9M | 1.9M | ▲+2.3% Added · +43K sh | Q1 2026 | |
| 25 | Bank of New York Mellon Corp | $292.7M | 1.8M | ▼−16% Reduced · −337K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 10, 2026 | SLTA V (GP), L.L.C. | Director, 10% Owner | Other (J) | 44K | — |
| Jul 10, 2026 | SLTA V (GP), L.L.C. | Director, 10% Owner | Other (J) | 68K | — |
| Jul 10, 2026 | SLTA V (GP), L.L.C. | Director, 10% Owner | Other (J) | 89K | — |
| Jul 10, 2026 | SLTA IV (GP), L.L.C. | Director, 10% Owner | Other (J) | 44K | — |
| Jul 10, 2026 | SLTA IV (GP), L.L.C. | Director, 10% Owner | Other (J) | 68K | — |
| Jul 10, 2026 | SLTA IV (GP), L.L.C. | Director, 10% Owner | Other (J) | 89K | — |
| Jul 9, 2026 | SL SPV-2, L.P. | Director, 10% Owner | Option exercise (M) | 88K | $0 |
| Jul 9, 2026 | SL SPV-2, L.P. | Director, 10% Owner | Sell (S) | 1K | $619K |
| Jul 9, 2026 | SL SPV-2, L.P. | Director, 10% Owner | Sell (S) | 3K | $1.2M |
| Jul 9, 2026 | SL SPV-2, L.P. | Director, 10% Owner | Sell (S) | 2K | $1.0M |
| Jul 9, 2026 | SL SPV-2, L.P. | Director, 10% Owner | Sell (S) | 2K | $1.1M |
| Jul 9, 2026 | SL SPV-2, L.P. | Director, 10% Owner | Sell (S) | 5K | $2.4M |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 448 funds | $411.6B |
| META PLATFORMS INC-CLASS AMETA | 448 funds | $127.1B |
| MICROSOFT CORPMSFT | 447 funds | $299.7B |
| BROADCOM INCAVGO | 445 funds | $161.6B |
| APPLE INCAAPL | 444 funds | $323.2B |
| AMAZON.COM INCAMZN | 443 funds | $222.2B |
| ALPHABET INC-CL AGOOGL | 442 funds | $196.3B |
| JPMORGAN CHASE & COJPM | 439 funds | $80.3B |
| ELI LILLY & COLLY | 437 funds | $94.5B |
| TESLA INCTSLA | 431 funds | $76.2B |
| VISA INC-CLASS A SHARESV | 431 funds | $67.4B |
| ALPHABET INC-CL CGOOG | 430 funds | $135.1B |
Ranked by how many of DELL's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for DELL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.