DELL
Dell Technologies Inc.
Dell Technologies is a global provider of PCs, servers, storage, and enterprise IT infrastructure with growing exposure to AI-server demand, federal IT procurement, and US-China export/supply-chain policy.
Govt Dependence
30/100
Regulatory Density
40/100
Lobbying Intensity
45/100
Political Signal
MEDIUM
BusinessWhat DELL does
Dell sells client devices (PCs, laptops) through its Client Solutions Group and data-center infrastructure (servers, storage, networking) through its Infrastructure Solutions Group, increasingly driven by AI-optimized servers. Revenue is primarily hardware, supplemented by services, financing, and software.
12 months past · 3 months futureDELL activity timeline
Congress
buy
sell
Insider · Form 4
open-market buy
Hedge fund · 13F
opened
+ added
− trimmed
closed
holds
Bills
past action (this ticker)
upcoming markup (sector)
★ carveout (this ticker)
251 trading days ·
19 congressional trades shown
·
0 insider buys
·
11 13F filings
·
0 past bill actions
·
3 upcoming markups
Executive Branch ConflictsDELL held by Trump-administration officials
1 cabinet/senior official reported DELL positions in OGE Form 278 disclosures across 20 filings.
Donald J. Trump
President · White House
DELL TECHNOLOGIES INC
Donald J. Trump
President · White House
DELL TECHNOLOGIES INC
Donald J. Trump
President · White House
DELL TECHNOLOGIES INC
Donald J. Trump
President · White House
DELL TECHNOLOGIES INC
Donald J. Trump
President · White House
DELL TECHNOLOGIES INC
Donald J. Trump
President · White House
DELL TECHNOLOGIES INC
Donald J. Trump
President · White House
DELL TECHNOLOGIES INC
Donald J. Trump
President · White House
DELL TECHNOLOGIES INC
Donald J. Trump
President · White House
DELL TECHNOLOGIES INC
Donald J. Trump
President · White House
DELL TECHNOLOGIES INC
Donald J. Trump
President · White House
DELL TECHNOLOGIES INC
Donald J. Trump
President · White House
DELL TECHNOLOGIES INC
Lifetime Government AwardsDELL federal contracts
DELL doesn't hold direct federal contracts.
Verified via USASpending.gov: $0 reported in direct prime-contract awards. Companies in this position typically sell federal services indirectly through prime contractors and integrators (e.g., Lockheed Martin, Booz Allen, Microsoft Azure) or through commercial channels that don't appear in USASpending data.
Smart Money · 13F HoldingsHedge funds holding DELL
$617.02B
Total DELL held by tracked 13F funds
5
Funds with DELL positions
+1
Funds opened this quarter
Two Sigma Investments
$497.86B
+106%
3 overlap
2026-03-31
Renaissance Technologies
$118.43B
+70%
3 overlap
2026-03-31
Citadel Advisors
$551M
+20%
14 overlap
2025-12-31
D.E. Shaw & Co.
$151M
-23%
14 overlap
2025-12-31
Bridgewater Associates
$20M
opened
14 overlap
2025-12-31
Politicians Trading DELLMembers of Congress with recent DELL positions
10 politicians traded DELL across 32 disclosed transactions totaling $428K (last 730 days).
Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just DELL). 0-30 LOW · 30-60 MID · 60+ HIGH.
Markwayne Mullin
4 buys
3 sells
$179K
2026-02-04
LOW · 29
Jared Moskowitz
4 buys
$81K
2025-10-10
LOW · 0
Lisa C. McClain
4 buys
6 sells
$80K
2025-10-31
LOW · 0
Michael T. McCaul
2 buys
$16K
2026-06-18
LOW · 0
Robert P. Bresnahan
2 buys
$16K
2025-04-08
LOW · 0
Julie Johnson
2 sells
$16K
2025-01-28
LOW · 15
Ro Khanna
1 buy
1 sell
$16K
2026-04-13
LOW · 0
John Fetterman
1 sell
$8K
2025-08-26
LOW · 0
John J. McGuire
1 sell
$8K
2026-06-04
LOW · 1
Ashley Moody
1 sell
$8K
2025-01-23
LOW · 0
Congressional TradesWho in Congress is trading DELL
2026-06-02
Michael T. McCaul
Purchase
$1,001 - $15,000
2026-06-18
Michael T. McCaul
Purchase
$1,001 - $15,000
2026-06-04
John J. McGuire
Sale
$1,001 - $15,000
2026-04-13
Ro Khanna
Purchase
$1,001 - $15,000
2026-02-04
Markwayne Mullin
Sale (Full)
$15,001 - $50,000
2026-01-06
Ro Khanna
Sale
$1,001 - $15,000
2025-12-18
Markwayne Mullin
Sale (Full)
$15,001 - $50,000
2025-12-18
Markwayne Mullin
Sale
$15,001 - $50,000
2025-10-10
Jared Moskowitz
Purchase
$15,001 - $50,000
2025-10-10
Jared Moskowitz
purchase
$1,001 - $15,000
2025-10-10
Jared Moskowitz
Purchase
$1,001 - $15,000
2025-10-10
Jared Moskowitz
purchase
$15,001 - $50,000
30+ trades on file · most recent 2026-07-13
Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock
No Form 4 activity recorded in the last 180 days.
Bills Affecting DELLLive legislation impacting this stock
HR.1766 · 119th
NTIA Policy and Cybersecurity Coordination Act
HR.1770 · 119th
Consumer Safety Technology Act
HR.1838 · 119th
Broadband Internet for Small Ports Act
HR.2099 · 119th
To amend the Workforce Innovation and Opportunity Act to authorize a study to review specific outcomes of entrepreneurial skills d
S.1067 · 119th
Concrete and Asphalt Innovation Act of 2025
S.1018 · 119th
Cybersecurity for Rural Water Systems Act
HR.2058 · 119th
To amend the Workforce Innovation and Opportunity Act to define the term evidence-based.
HR.2061 · 119th
Information and Communication Technology Strategy Act
S.922 · 119th
A bill to amend the Workforce Innovation and Opportunity Act to define the term evidence-based.
HR.1901 · 119th
CHIPP Act
Political ProfileWhere DELL sits in Washington
bipartisan
Dell moves more on AI-server demand and China tariff/export-control headlines than on discrete legislation; trade policy and supply-chain rules are the main political catalysts.
Regulatory ExposureThreats & opportunities
Regulatory threats
- US-China export controls / tariffs on hardware
- supply-chain disclosure mandates
- facial recognition/biometric moratorium
- CCP supply-chain security restrictions
Regulatory opportunities
- federal IT modernization spending
- AI infrastructure buildout / data center demand
- cybersecurity readiness mandates driving hardware refresh
- digital equity/broadband programs
Capitol Hill AlliesChampions & critics
Congressional champions
- Rep. John Carter (R-TX)
- Rep. Michael Cloud (R-TX)
Congressional critics
- No specific congressional critics identified.
LobbyingWho's hired to advocate for DELL
Information Technology Industry Council (ITI)TechNetBusiness Software AllianceUS Chamber of Commerce
Member intelligence layer
Live signals + predictions for DELL — for Founders
The free page above gives you the public record. Members see the real-time intelligence layer on top of it:
- Live 7-layer signal scores when Congress trades DELL
- Bill Pass Index v2 odds for every bill on the watch list
- Iron Triangle alerts (committee × donor × trade)
- SEC Form 4 cluster detection (CEO + CFO + director buys)
- Whale-Opportunity expected-value ranking
- Custom watchlist alerts via email + Discord
Frequently AskedAbout DELL & political exposure
Does Dell Technologies Inc. (DELL) hold federal contracts?
No direct prime contracts reported in USASpending.gov for Dell Technologies Inc.. Companies in the semiconductor and AI hardware sectors often sell to the federal government via prime contractors and cloud resellers (Microsoft Azure, AWS, Lockheed Martin systems integration) rather than as direct primes.
Which Trump cabinet officials own DELL stock?
1 Trump cabinet members or senior White House staff have disclosed holdings in DELL on their OGE 278 financial disclosures, including Donald J. Trump. See the Cabinet Conflicts panel for details.
Has Congress traded DELL stock?
70 congressional trades by 14 unique members of Congress, most recently on 2026-06-18. See the Congressional Trading panel for politician-by-politician breakdown.
What is DELL political risk profile?
Government dependence: 30/100. Lobbying intensity: 45/100. Political signal: medium. Donor party split: bipartisan.
How does GovGreed track DELL political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. DELL data is updated daily from these official federal sources.