Definitive Healthcare Corp (DH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Dimensional Fund Advisors LP

DECREASED

Shares1,398,011 from 1,453,209

Change-55,198 (-4%)

Value$1.3M (+$58.9K)

Filed 2026-11-04

Pinnacle Associates LTD

DECREASED

Shares260,000 from 260,037

Change-37 (0%)

Value$235.3K (+$19.2K)

Filed 2026-10-20

Pinnacle Wealth Management Advisory Group, LLC

DECREASED

Shares260,000 from 260,037

Change-37 (0%)

Value$235.3K (+$19.2K)

Filed 2026-10-23

Bank of New York Mellon Corp

INCREASED

Shares120,627 from 81,487

Change+39,140 (+48%)

Value$109.2K (+$41.5K)

Filed 2026-11-05

Jefferies Financial Group Inc.

NEW

Shares100,000

Change+100,000

Value$90.5K

Filed 2026-11-05

Williams & Novak Wealth Management, LLC

INCREASED

Shares90,610 from 78,610

Change+12,000 (+15%)

Value$82.0K (+$16.7K)

Filed 2026-10-09

PNC Financial Services Group, Inc.

DECREASED

Shares81,846 from 93,078

Change-11,232 (-12%)

Value$74.1K (-$3.3K)

Filed 2026-11-06

Flywheel Private Wealth LLC

UNCHANGED

Shares67,743 from 67,743

Change0 (0%)

Value$61.3K (+$5.0K)

Filed 2026-11-02

Baker Tilly Wealth Management, LLC

UNCHANGED

Shares60,080 from 60,080

Change0 (0%)

Value$54.4K (+$4.5K)

Filed 2026-10-05

Valeo Financial Advisors, LLC

UNCHANGED

Shares51,582 from 51,582

Change0 (0%)

Value$46.7K (+$3.8K)

Filed 2026-10-08

Barclays PLC

DECREASED

Shares44,670 from 323,670

Change-279,000 (-86%)

Value$40.4K (-$228.5K)

Filed 2026-11-06

Gamma Investing LLC

INCREASED

Shares17,656 from 259

Change+17,397 (+6717%)

Value$16.0K (+$15.8K)

Filed 2026-10-08

Citigroup Inc

DECREASED

Shares16,500 from 77,267

Change-60,767 (-79%)

Value$14.9K (-$49.3K)

Filed 2026-11-04

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares12,212 from 29,253

Change-17,041 (-58%)

Value$11.8K (-$12.6K)

Filed 2026-10-13

State of Alaska, Department of Revenue

DECREASED

Shares5,970 from 11,433

Change-5,463 (-48%)

Value$5 (-$3)

Filed 2026-10-15

EverSource Wealth Advisors, LLC

DECREASED

Shares1,740 from 2,028

Change-288 (-14%)

Value$1.6K (-$111)

Filed 2026-11-04

SBI Securities Co., Ltd.

INCREASED

Shares909 from 696

Change+213 (+31%)

Value$823 (+$245)

Filed 2026-10-22

Marquette Asset Management, LLC

NEW

Shares521

Change+521

Value$472

Filed 2026-10-09

Fifth Third Bancorp

DECREASED

Shares246 from 269

Change-23 (-9%)

Value$223 ($0)

Filed 2026-11-05

Farther Finance Advisors, LLC

DECREASED

Shares171 from 492

Change-321 (-65%)

Value$155 (-$243)

Filed 2026-10-08

True Wealth Design, LLC

DECREASED

Shares128 from 246

Change-118 (-48%)

Value$116 (-$89)

Filed 2026-10-13

Simplex Trading, LLC

NEW

Shares100

Change+100

Value$90

Filed 2026-11-04

Essential Partners LLC

DECREASED

Shares86 from 735

Change-649 (-88%)

Value$78 (-$533)

Filed 2026-10-14

Root Financial Partners, LLC

NEW

Shares39

Change+39

Value$35

Filed 2026-10-21

IFP Advisors, Inc

DECREASED

Shares20 from 175

Change-155 (-89%)

Value$18 (-$127)

Filed 2026-10-16

SJS Investment Consulting Inc.

DECREASED

Shares5 from 43

Change-38 (-88%)

Value$5 (-$31)

Filed 2026-10-26

Caitong International Asset Management Co., Ltd

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$1 ($0)

Filed 2026-10-29

Abel Hall, LLC

CLOSED

Shares0 from 15,165

Change-15,165 (-100%)

Value$0 (-$12.6K)

Filed 2026-10-19

Creative Planning

CLOSED

Shares0 from 12,797

Change-12,797 (-100%)

Value$0 (-$10.6K)

Filed 2026-11-02

Nisa Investment Advisors, LLC

CLOSED

Shares0 from 584

Change-584 (-100%)

Value$0 (-$485)

Filed 2026-10-20

Fortitude Family Office, LLC

CLOSED

Shares0 from 69

Change-69 (-100%)

Value$0 (-$57)

Filed 2026-10-14

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 23

Change-23 (-100%)

Value$0 (-$19)

Filed 2026-10-07

Advent International, L.P.

N/A

Shares— from 62,493,676

Change-62,493,676 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 5,959,143

Change-5,959,143 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 1,973,193

Change-1,973,193 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,829,463

Change-1,829,463 (-100%)

Value—

Kennedy Capital Management LLC

N/A

Shares— from 1,737,044

Change-1,737,044 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1,408,621

Change-1,408,621 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 899,132

Change-899,132 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 550,753

Change-550,753 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 525,896

Change-525,896 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 525,040

Change-525,040 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 509,328

Change-509,328 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 472,710

Change-472,710 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 448,629

Change-448,629 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 404,124

Change-404,124 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 351,575

Change-351,575 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 275,896

Change-275,896 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 254,149

Change-254,149 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 250,545

Change-250,545 (-100%)

Value—

State Street Corp

N/A

Shares— from 241,671

Change-241,671 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 201,901

Change-201,901 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 181,535

Change-181,535 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 166,291

Change-166,291 (-100%)

Value—

Tocqueville Asset Management L.P.

N/A

Shares— from 165,000

Change-165,000 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 163,981

Change-163,981 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 135,370

Change-135,370 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 107,729

Change-107,729 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 104,327

Change-104,327 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 101,240

Change-101,240 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 94,200

Change-94,200 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 69,344

Change-69,344 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 54,611

Change-54,611 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 48,773

Change-48,773 (-100%)

Value—

UBS Group AG

N/A

Shares— from 48,717

Change-48,717 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 42,191

Change-42,191 (-100%)

Value—

Blair William & Co

N/A

Shares— from 40,220

Change-40,220 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 39,937

Change-39,937 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 38,492

Change-38,492 (-100%)

Value—

FMR LLC

N/A

Shares— from 37,666

Change-37,666 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 31,326

Change-31,326 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 30,152

Change-30,152 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 26,887

Change-26,887 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 26,306

Change-26,306 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 24,625

Change-24,625 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 19,425

Change-19,425 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 17,678

Change-17,678 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 16,505

Change-16,505 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 16,300

Change-16,300 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 15,804

Change-15,804 (-100%)

Value—

Oversea-Chinese Banking Corp Ltd

N/A

Shares— from 15,459

Change-15,459 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 15,000

Change-15,000 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 14,928

Change-14,928 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 14,139

Change-14,139 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 14,075

Change-14,075 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 13,944

Change-13,944 (-100%)

Value—

JMN Financial LLC

N/A

Shares— from 12,994

Change-12,994 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 12,702

Change-12,702 (-100%)

Value—

Ariadne Wealth Management, LP

N/A

Shares— from 12,590

Change-12,590 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 11,869

Change-11,869 (-100%)

Value—

Meeder Asset Management Inc

N/A

Shares— from 11,674

Change-11,674 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 5,841

Change-5,841 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 2,381

Change-2,381 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 2,360

Change-2,360 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 784

Change-784 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 567

Change-567 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 316

Change-316 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 231

Change-231 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 54

Change-54 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 9

Change-9 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	DECREASED	1,398,011	1,453,209	-55,198	-4%	$1.2M	$1.3M	+$58.9K	2026-11-04
Pinnacle Associates LTD	DECREASED	260,000	260,037	-37	0%	$216.1K	$235.3K	+$19.2K	2026-10-20
Pinnacle Wealth Management Advisory Group, LLC	DECREASED	260,000	260,037	-37	0%	$216.1K	$235.3K	+$19.2K	2026-10-23
Bank of New York Mellon Corp	INCREASED	120,627	81,487	+39,140	+48%	$67.7K	$109.2K	+$41.5K	2026-11-05
Jefferies Financial Group Inc.	NEW	100,000	—	+100,000	—	—	$90.5K	—	2026-11-05
Williams & Novak Wealth Management, LLC	INCREASED	90,610	78,610	+12,000	+15%	$65.3K	$82.0K	+$16.7K	2026-10-09
PNC Financial Services Group, Inc.	DECREASED	81,846	93,078	-11,232	-12%	$77.3K	$74.1K	-$3.3K	2026-11-06
Flywheel Private Wealth LLC	UNCHANGED	67,743	67,743	0	0%	$56.3K	$61.3K	+$5.0K	2026-11-02
Baker Tilly Wealth Management, LLC	UNCHANGED	60,080	60,080	0	0%	$49.9K	$54.4K	+$4.5K	2026-10-05
Valeo Financial Advisors, LLC	UNCHANGED	51,582	51,582	0	0%	$42.9K	$46.7K	+$3.8K	2026-10-08
Barclays PLC	DECREASED	44,670	323,670	-279,000	-86%	$268.9K	$40.4K	-$228.5K	2026-11-06
Gamma Investing LLC	INCREASED	17,656	259	+17,397	+6717%	$215	$16.0K	+$15.8K	2026-10-08
Citigroup Inc	DECREASED	16,500	77,267	-60,767	-79%	$64.2K	$14.9K	-$49.3K	2026-11-04
Wealth Enhancement Advisory Services, LLC	DECREASED	12,212	29,253	-17,041	-58%	$24.4K	$11.8K	-$12.6K	2026-10-13
State of Alaska, Department of Revenue	DECREASED	5,970	11,433	-5,463	-48%	$8	$5	-$3	2026-10-15
EverSource Wealth Advisors, LLC	DECREASED	1,740	2,028	-288	-14%	$1.7K	$1.6K	-$111	2026-11-04
SBI Securities Co., Ltd.	INCREASED	909	696	+213	+31%	$578	$823	+$245	2026-10-22
Marquette Asset Management, LLC	NEW	521	—	+521	—	—	$472	—	2026-10-09
Fifth Third Bancorp	DECREASED	246	269	-23	-9%	$223	$223	$0	2026-11-05
Farther Finance Advisors, LLC	DECREASED	171	492	-321	-65%	$398	$155	-$243	2026-10-08
True Wealth Design, LLC	DECREASED	128	246	-118	-48%	$205	$116	-$89	2026-10-13
Simplex Trading, LLC	NEW	100	—	+100	—	—	$90	—	2026-11-04
Essential Partners LLC	DECREASED	86	735	-649	-88%	$611	$78	-$533	2026-10-14
Root Financial Partners, LLC	NEW	39	—	+39	—	—	$35	—	2026-10-21
IFP Advisors, Inc	DECREASED	20	175	-155	-89%	$145	$18	-$127	2026-10-16
SJS Investment Consulting Inc.	DECREASED	5	43	-38	-88%	$36	$5	-$31	2026-10-26
Caitong International Asset Management Co., Ltd	UNCHANGED	1	1	0	0%	$1	$1	$0	2026-10-29
Abel Hall, LLC	CLOSED	0	15,165	-15,165	-100%	$12.6K	$0	-$12.6K	2026-10-19
Creative Planning	CLOSED	0	12,797	-12,797	-100%	$10.6K	$0	-$10.6K	2026-11-02
Nisa Investment Advisors, LLC	CLOSED	0	584	-584	-100%	$485	$0	-$485	2026-10-20
Fortitude Family Office, LLC	CLOSED	0	69	-69	-100%	$57	$0	-$57	2026-10-14
Wealth Enhancement Trust Services, Inc.	CLOSED	0	23	-23	-100%	$19	$0	-$19	2026-10-07
Advent International, L.P.	N/A	—	62,493,676	-62,493,676	-100%	$51.9M	—	—	—
Goldman Sachs Group Inc	N/A	—	5,959,143	-5,959,143	-100%	$5.0M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	1,973,193	-1,973,193	-100%	$1.6M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,829,463	-1,829,463	-100%	$1.5M	—	—	—
Kennedy Capital Management LLC	N/A	—	1,737,044	-1,737,044	-100%	$1.4M	—	—	—
BlackRock, Inc.	N/A	—	1,408,621	-1,408,621	-100%	$1.2M	—	—	—
AQR Capital Management LLC	N/A	—	899,132	-899,132	-100%	$747.1K	—	—	—
Geode Capital Management, LLC	N/A	—	550,753	-550,753	-100%	$457.9K	—	—	—
GSA Capital Partners LLP	N/A	—	525,896	-525,896	-100%	$437.0K	—	—	—
Renaissance Technologies LLC	N/A	—	525,040	-525,040	-100%	$436.3K	—	—	—
Two Sigma Investments, LP	N/A	—	509,328	-509,328	-100%	$423.2K	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	472,710	-472,710	-100%	$392.8K	—	—	—
Acadian Asset Management LLC	N/A	—	448,629	-448,629	-100%	$368	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	404,124	-404,124	-100%	$335.8K	—	—	—
Squarepoint Ops LLC	N/A	—	351,575	-351,575	-100%	$292.1K	—	—	—
Millennium Management LLC	N/A	—	275,896	-275,896	-100%	$229.2K	—	—	—
Morgan Stanley	N/A	—	254,149	-254,149	-100%	$211.2K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	250,545	-250,545	-100%	$208.2K	—	—	—
State Street Corp	N/A	—	241,671	-241,671	-100%	$200.8K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	201,901	-201,901	-100%	$167.8K	—	—	—
SEI Investments Co	N/A	—	181,535	-181,535	-100%	$150.8K	—	—	—
Citadel Advisors LLC	N/A	—	166,291	-166,291	-100%	$138.2K	—	—	—
Tocqueville Asset Management L.P.	N/A	—	165,000	-165,000	-100%	$137.1K	—	—	—
Marshall Wace, LLP	N/A	—	163,981	-163,981	-100%	$136.1K	—	—	—
XTX Topco Ltd	N/A	—	135,370	-135,370	-100%	$112.5K	—	—	—
Invesco Ltd.	N/A	—	107,729	-107,729	-100%	$89.5K	—	—	—
Northern Trust Corp	N/A	—	104,327	-104,327	-100%	$86.7K	—	—	—
IEQ Capital, LLC	N/A	—	101,240	-101,240	-100%	$84.1K	—	—	—
Bridgeway Capital Management, LLC	N/A	—	94,200	-94,200	-100%	$78.3K	—	—	—
Jane Street Group, LLC	N/A	—	69,344	-69,344	-100%	$57.6K	—	—	—
Vanguard Portfolio Management LLC	N/A	—	54,611	-54,611	-100%	$45.4K	—	—	—
Jain Global LLC	N/A	—	48,773	-48,773	-100%	$40.5K	—	—	—
UBS Group AG	N/A	—	48,717	-48,717	-100%	$40.5K	—	—	—
Russell Investments Group, Ltd.	N/A	—	42,191	-42,191	-100%	$35.1K	—	—	—
Blair William & Co	N/A	—	40,220	-40,220	-100%	$33.4K	—	—	—
Mariner, LLC	N/A	—	39,937	-39,937	-100%	$33.2K	—	—	—
Balyasny Asset Management L.P.	N/A	—	38,492	-38,492	-100%	$32.0K	—	—	—
FMR LLC	N/A	—	37,666	-37,666	-100%	$31.3K	—	—	—
Ameriprise Financial Inc	N/A	—	31,326	-31,326	-100%	$26.0K	—	—	—
EP Wealth Advisors, LLC	N/A	—	30,152	-30,152	-100%	$25.1K	—	—	—
Mercer Global Advisors Inc	N/A	—	26,887	-26,887	-100%	$22.3K	—	—	—
Stifel Financial Corp	N/A	—	26,306	-26,306	-100%	$21.9K	—	—	—
Engineers Gate Manager LP	N/A	—	24,625	-24,625	-100%	$20.5K	—	—	—
Cerity Partners LLC	N/A	—	19,425	-19,425	-100%	$16.1K	—	—	—
Bank of America Corp	N/A	—	17,678	-17,678	-100%	$14.7K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	16,505	-16,505	-100%	$13.7K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	16,300	-16,300	-100%	$13.5K	—	—	—
Captrust Financial Advisors	N/A	—	15,804	-15,804	-100%	$13.1K	—	—	—
Oversea-Chinese Banking Corp Ltd	N/A	—	15,459	-15,459	-100%	$12.8K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	15,000	-15,000	-100%	$12.5K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	14,928	-14,928	-100%	$12.4K	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	14,139	-14,139	-100%	$11.7K	—	—	—
Rhumbline Advisers	N/A	—	14,075	-14,075	-100%	$11.7K	—	—	—
Arax Advisory Partners	N/A	—	13,944	-13,944	-100%	$11.6K	—	—	—
JMN Financial LLC	N/A	—	12,994	-12,994	-100%	$10.8K	—	—	—
JPMorgan Chase & Co	N/A	—	12,702	-12,702	-100%	$9.1K	—	—	—
Ariadne Wealth Management, LP	N/A	—	12,590	-12,590	-100%	$10.5K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	11,869	-11,869	-100%	$9.9K	—	—	—
Meeder Asset Management Inc	N/A	—	11,674	-11,674	-100%	$9.7K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	5,841	-5,841	-100%	$4.9K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	2,381	-2,381	-100%	$2.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	2,360	-2,360	-100%	$2.0K	—	—	—
Royal Bank of Canada	N/A	—	784	-784	-100%	$1.0K	—	—	—
Rothschild Investment LLC	N/A	—	567	-567	-100%	$471	—	—	—
Optiver Holding B.V.	N/A	—	316	-316	-100%	$263	—	—	—
BNP Paribas Financial Markets	N/A	—	231	-231	-100%	$192	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	54	-54	-100%	$45	—	—	—
JPL Wealth Management, LLC	N/A	—	9	-9	-100%	$8	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$1	—	—	—
Wells Fargo & Company	N/A	—	1	-1	-100%	$0	—	—	—

Showing 102 of 102 institutions