DaveManuel.com · Institutional Ownership · Who Owns It
DEFINITIVE HEALTHCARE CORP (DH)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
100
Reporting holders
$72.0M
Reported value
81.2%
Of shares outstanding
0.0%
Calls
0.0%
Puts
-18
Holder change
Institutions report 86,674,594 shares against 106,744,713 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Advent International, L.P. | $51.9M | 62,493,676 | 0.29% | 20q | HELD |
| GOLDMAN SACHS GROUP INC | $5.0M | 5,959,143 | 0.00% | 20q | -1.4%-$70.4K |
| D. E. Shaw & Co., Inc. | $1.6M | 1,973,193 | 0.00% | 15q | -6.0%-$105.0K |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.5M | 1,829,463 | 0.00% | 2q | -2.0%-$30.6K |
| KENNEDY CAPITAL MANAGEMENT LLC | $1.4M | 1,737,044 | 0.03% | new | NEW |
| DIMENSIONAL FUND ADVISORS LP | $1.2M | 1,453,209 | 0.00% | 15q | -12.8%-$177.0K |
| BlackRock, Inc. | $1.2M | 1,408,621 | 0.00% | 8q | -52.8%-$1.3M |
| AQR CAPITAL MANAGEMENT LLC | $747.1K | 899,132 | 0.00% | 9q | +28.1%+$163.8K |
| GEODE CAPITAL MANAGEMENT, LLC | $457.9K | 550,753 | 0.00% | 20q | -53.3%-$523.0K |
| GSA CAPITAL PARTNERS LLP | $437.0K | 525,896 | 0.03% | 3q | +56.7%+$158.0K |
| RENAISSANCE TECHNOLOGIES LLC | $436.3K | 525,040 | 0.00% | 10q | +2.7%+$11.5K |
| TWO SIGMA INVESTMENTS, LP | $423.2K | 509,328 | 0.00% | 8q | +118.1%+$229.1K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $392.8K | 472,710 | 0.00% | 3q | +57.8%+$143.9K |
| Corient Private Wealth LP | $377.6K | 454,486 | 0.00% | new | NEW |
| ACADIAN ASSET MANAGEMENT LLC | $368.0K | 448,629 | 0.00% | 3q | +120.6%+$201.2K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $335.8K | 404,124 | 0.00% | 5q | -5.8%-$20.6K |
| Squarepoint Ops LLC | $292.1K | 351,575 | 0.00% | 2q | +46.5%+$92.8K |
| BARCLAYS PLC | $268.9K | 323,670 | 0.00% | 18q | -0.9%-$2.3K |
| MILLENNIUM MANAGEMENT LLC | $229.2K | 275,896 | 0.00% | 9q | -53.3%-$261.3K |
| PINNACLE ASSOCIATES LTD | $216.1K | 260,037 | 0.00% | 6q | HELD |
| Pinnacle Wealth Management Advisory Group, LLC | $216.1K | 260,037 | 0.01% | 6q | HELD |
| MORGAN STANLEY | $211.2K | 254,149 | 0.00% | 20q | -40.1%-$141.4K |
| VANGUARD FIDUCIARY TRUST CO | $208.2K | 250,545 | 0.00% | 2q | -3.9%-$8.4K |
| STATE STREET CORP | $200.8K | 241,671 | 0.00% | 19q | -71.8%-$510.6K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $167.8K | 201,901 | 0.00% | 19q | -19.1%-$39.7K |
| SEI INVESTMENTS CO | $150.8K | 181,535 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $138.2K | 166,291 | 0.00% | 16q | -61.6%-$221.9K |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | $137.1K | 165,000 | 0.00% | 9q | HELD |
| MARSHALL WACE, LLP | $136.1K | 163,981 | 0.00% | 5q | +123.0%+$75.1K |
| XTX Topco Ltd | $112.5K | 135,370 | 0.00% | 8q | +475.9%+$92.9K |
| Invesco Ltd. | $89.5K | 107,729 | 0.00% | 19q | -11.4%-$11.5K |
| NORTHERN TRUST CORP | $86.7K | 104,327 | 0.00% | 19q | -76.1%-$275.5K |
| IEQ CAPITAL, LLC | $84.1K | 101,240 | 0.00% | 7q | +83.9%+$38.4K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $78.3K | 94,200 | 0.00% | 2q | +113.1%+$41.5K |
| PNC Financial Services Group, Inc. | $77.3K | 93,078 | 0.00% | 20q | HELD |
| Bank of New York Mellon Corp | $67.7K | 81,487 | 0.00% | 19q | -58.2%-$94.2K |
| Williams & Novak, LLC | $65.3K | 78,610 | 0.04% | 2q | +155.8%+$39.8K |
| CITIGROUP INC | $64.2K | 77,267 | 0.00% | 19q | +3926.4%+$62.6K |
| JANE STREET GROUP, LLC | $57.6K | 69,344 | 0.00% | 15q | +68.2%+$23.4K |
| Flywheel Private Wealth LLC | $56.3K | 67,743 | 0.03% | 2q | HELD |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $49.9K | 60,080 | 0.01% | 12q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $45.4K | 54,611 | 0.00% | 2q | -80.9%-$192.8K |
| Valeo Financial Advisors, LLC | $42.9K | 51,582 | 0.00% | 15q | HELD |
| Jain Global LLC | $40.5K | 48,773 | 0.00% | new | NEW |
| UBS Group AG | $40.5K | 48,717 | 0.00% | 19q | -37.2%-$24.0K |
| Russell Investments Group, Ltd. | $35.1K | 42,191 | 0.00% | 4q | +1.6% |
| BLAIR WILLIAM & CO/IL | $33.4K | 40,220 | 0.00% | new | NEW |
| Mariner, LLC | $33.2K | 39,937 | 0.00% | 2q | +162.0%+$20.5K |
| Balyasny Asset Management L.P. | $32.0K | 38,492 | 0.00% | new | NEW |
| FMR LLC | $31.3K | 37,666 | 0.00% | 20q | +48.0%+$10.2K |
| AMERIPRISE FINANCIAL INC | $26.0K | 31,326 | 0.00% | 3q | HELD |
| EP Wealth Advisors, LLC | $25.1K | 30,152 | 0.00% | 2q | +19.7%+$4.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $24.4K | 29,253 | 0.00% | 5q | +107.5%+$12.7K |
| MERCER GLOBAL ADVISORS INC /ADV | $22.3K | 26,887 | 0.00% | 2q | +135.1%+$12.8K |
| STIFEL FINANCIAL CORP | $21.9K | 26,306 | 0.00% | 18q | -84.0%-$114.5K |
| Engineers Gate Manager LP | $20.5K | 24,625 | 0.00% | 5q | -33.4%-$10.3K |
| Cerity Partners LLC | $16.1K | 19,425 | 0.00% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $14.7K | 17,678 | 0.00% | 20q | -61.2%-$23.1K |
| OCCUDO QUANTITATIVE STRATEGIES LP | $13.7K | 16,505 | 0.00% | 3q | -30.4%-$6.0K |
| Vanguard Global Advisers, LLC | $13.5K | 16,300 | 0.00% | 2q | -82.5%-$63.7K |
| CAPTRUST FINANCIAL ADVISORS | $13.1K | 15,804 | 0.00% | new | NEW |
| OVERSEA-CHINESE BANKING Corp Ltd | $12.8K | 15,459 | 0.00% | new | NEW |
| Abel Hall, LLC | $12.6K | 15,165 | 0.00% | 2q | +3.7% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $12.5K | 15,000 | 0.00% | 3q | HELD |
| Schonfeld Strategic Advisors LLC | $12.4K | 14,928 | 0.00% | new | NEW |
| Connor, Clark & Lunn Investment Management Ltd. | $11.7K | 14,139 | 0.00% | 8q | -61.9%-$19.1K |
| RHUMBLINE ADVISERS | $11.7K | 14,075 | 0.00% | 19q | -72.9%-$31.5K |
| Arax Advisory Partners | $11.6K | 13,944 | 0.00% | 2q | +66300.0%+$11.6K |
| JMN Financial LLC | $10.8K | 12,994 | 0.01% | new | NEW |
| Creative Planning | $10.6K | 12,797 | 0.00% | new | NEW |
| Ariadne Wealth Management, LP | $10.5K | 12,590 | 0.00% | new | NEW |
| Vanguard Personalized Indexing Management, LLC | $9.9K | 11,869 | 0.00% | 2q | -39.1%-$6.3K |
| MEEDER ASSET MANAGEMENT INC | $9.7K | 11,674 | 0.00% | 6q | +66.7%+$3.9K |
| JPMORGAN CHASE & CO | $9.1K | 12,702 | 0.00% | 20q | +1.9% |
| State of Alaska, Department of Revenue | $8.0K | 11,433 | 0.00% | 4q | HELD |
| Tower Research Capital LLC (TRC) | $4.9K | 5,841 | 0.00% | 20q | -54.1%-$5.7K |
| Rockefeller Capital Management L.P. | $2.0K | 2,381 | 0.00% | 4q | -72.4%-$5.2K |
| OSAIC HOLDINGS, INC. | $2.0K | 2,360 | 0.00% | 20q | HELD |
| EverSource Wealth Advisors, LLC | $1.7K | 2,028 | 0.00% | 7q | +68.4% |
| GROUP ONE TRADING LLC | $1.7K CALL | options only | 0.00% | 10q | OPTIONS |
| ROYAL BANK OF CANADA | $1.0K | 784 | 0.00% | 6q | +121.5% |
| Essential Partners LLC | $611 | 735 | 0.00% | 5q | +7.9% |
| SBI Securities Co., Ltd. | $578 | 696 | 0.00% | 7q | +38.4% |
| NISA INVESTMENT ADVISORS, LLC | $485 | 584 | 0.00% | 2q | +96.6% |
| ROTHSCHILD INVESTMENT LLC | $471 | 567 | 0.00% | 3q | +425.0% |
| Farther Finance Advisors, LLC | $398 | 492 | 0.00% | 5q | +68.5% |
| Optiver Holding B.V. | $263 | 316 | 0.00% | 4q | HELD |
| FIFTH THIRD BANCORP | $223 | 269 | 0.00% | 5q | -14.3% |
| GAMMA Investing LLC | $215 | 259 | 0.00% | 4q | -19.3% |
| True Wealth Design, LLC | $205 | 246 | 0.00% | 8q | -27.4% |
| BNP PARIBAS FINANCIAL MARKETS | $192 | 231 | 0.00% | 7q | -96.5%-$5.3K |
| IFP Advisors, Inc | $145 | 175 | 0.00% | 7q | +34.6% |
| Fortitude Family Office, LLC | $57 | 69 | 0.00% | new | NEW |
| Basecamp Wealth Advisors LLC | $45 | 54 | 0.00% | 2q | +2600.0% |
| SJS Investment Consulting Inc. | $36 | 43 | 0.00% | 2q | +1333.3% |
| Wealth Enhancement Trust Services, Inc. | $19 | 23 | 0.00% | new | NEW |
| JPL Wealth Management, LLC | $8 | 9 | 0.00% | new | NEW |
| HUNTINGTON NATIONAL BANK | $1 | 1 | 0.00% | 17q | HELD |
| Caitong International Asset Management Co., Ltd | $1 | 1 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $0 | 1 | 0.00% | 20q | -100.0% |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-01 | 13D/A | Advent International, L.P.with 3 co-filers | 58.5% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-02 | 2026-08-28 | Directors or officers departed or appointed | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 17 | $688.1K | 759,990 | 2 | 3 | 7 | 0.0% |
| Q2 2026 | 100 | $72.0M | 86,674,594 | 17 | 34 | 34 | 0.0% |
| Q1 2026 | 118 | $109.4M | 88,800,204 | 20 | 39 | 32 | 0.0% |
| Q4 2025 | 121 | $258.8M | 89,761,106 | 22 | 27 | 52 | 0.0% |
| Q3 2025 | 129 | $388.3M | 95,637,936 | 25 | 23 | 56 | 0.0% |
| Q2 2025 | 121 | $382.2M | 97,969,980 | 21 | 43 | 37 | 0.0% |
| Q1 2025 | 136 | $295.5M | 102,238,158 | 29 | 41 | 42 | 0.0% |
| Q4 2024 | 128 | $431.7M | 105,002,680 | 18 | 50 | 34 | 0.0% |
| Q3 2024 | 125 | $475.6M | 106,387,859 | 22 | 37 | 36 | 0.0% |
| Q2 2024 | 146 | $614.3M | 112,312,180 | 34 | 54 | 37 | 0.2% |
| Q1 2024 | 147 | $941.0M | 116,446,391 | 28 | 57 | 36 | 0.1% |
| Q4 2023 | 136 | $1.1B | 115,401,399 | 19 | 48 | 43 | 0.0% |
| Q3 2023 | 133 | $948.7M | 118,757,191 | 18 | 54 | 33 | 0.0% |
| Q2 2023 | 136 | $1.3B | 117,369,438 | 24 | 67 | 25 | 0.1% |
| Q1 2023 | 142 | $1.2B | 113,359,266 | 31 | 65 | 31 | 0.1% |
| Q4 2022 | 134 | $1.2B | 108,517,440 | 32 | 48 | 39 | 0.0% |
| Q3 2022 | 118 | $1.7B | 107,852,155 | 25 | 48 | 25 | 0.0% |
| Q2 2022 | 111 | $2.4B | 106,332,110 | 43 | 41 | 21 | 0.0% |
| Q1 2022 | 87 | $2.4B | 98,150,512 | 26 | 42 | 13 | 0.0% |
| Q4 2021 | 90 | $2.7B | 97,437,455 | 41 | 32 | 10 | 0.0% |
| Q3 2021 | 76 | $3.6B | 83,307,070 | 76 | 0 | 0 | 0.0% |