Definitive Healthcare Ownership | Who Owns Definitive Healthcare?


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Definitive Healthcare Ownership Summary


Definitive Healthcare is owned by 90.54% institutional investors, 3.91% insiders, and 5.55% retail investors. Advent corp/ma is the largest institutional shareholder, holding 53.22% of DH shares. MFS New Discovery I is the top mutual fund, with 3.16% of its assets in Definitive Healthcare shares.

DH Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockDefinitive Healthcare90.54%3.91%5.55%
SectorHealthcare Stocks 49.73%8.84%41.43%
IndustryHealthcare Information Services Stocks 52.99%9.95%37.06%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Advent corp/ma62.49M53.22%$341.22M
Vanguard group4.66M3.97%$25.46M
Massachusetts financial services co /ma/4.43M3.77%$24.17M
Blackrock4.42M3.76%$24.13M
Bank of america corp /de/4.12M3.51%$22.51M
Irenic capital management lp2.95M2.51%$16.09M
Palisade capital management, lp2.46M2.10%$13.45M
Dimensional fund advisors lp1.99M1.69%$10.84M
Millennium management1.70M1.45%$9.28M
Geode capital management1.26M1.08%$6.90M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Advent corp/ma62.49M8.15%$341.22M
Irenic capital management lp2.95M1.97%$16.09M
B. riley asset management637.31K1.74%$3.48M
Advantage alpha capital partners lp422.45K0.50%$2.31M
Clark estates inc/ny401.05K0.41%$2.19M
Palisade capital management, lp2.46M0.37%$13.45M
Baker tilly wealth management59.62K0.13%$325.54K
Dc investments management23.39K0.11%$127.72K
Arrowmark colorado1.04M0.07%$5.70M
Boothbay fund management345.07K0.04%$1.88M

Top Buyers

HolderShares% AssetsChange
Bank of america corp /de/4.12M0.00%3.54M
Irenic capital management lp2.95M1.97%2.95M
Millennium management1.70M0.00%1.70M
Palisade capital management, lp2.46M0.37%1.14M
Massachusetts financial services co /ma/4.43M0.01%976.28K

Top Sellers

HolderShares% AssetsChange
Conestoga capital advisors---5.60M
Brown advisory---3.96M
Bamco inc /ny/---3.49M
Fred alger management---1.78M
Riverbridge partners---1.76M

New Positions

HolderShares% AssetsChangeValue
Irenic capital management lp2.95M1.97%2.95M$16.09M
Millennium management1.70M0.00%1.70M$9.28M
B. riley asset management637.31K1.74%637.31K$3.48M
Clark estates inc/ny401.05K0.41%401.05K$2.19M
Marshall wace, llp281.14K0.00%281.14K$1.54M

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-10.00
Quadrant capital group-30.00
Russell investments group-33.00
Cibc private wealth group-49.00
Valley national advisers-195.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 2024124-15.65%105,375,334-6.13%901.00%60-34.78%39-
Jun 30, 2024145-2.68%112,254,087-0.08%951.03%911.11%38-2.56%
Mar 31, 20241497.19%112,339,172-2.16%960.96%9023.29%39-15.22%
Dec 31, 20231394.51%114,820,421-2.61%1000.90%73-2.67%4631.43%
Sep 30, 2023133-2.21%117,899,5740.50%1050.90%75-21.05%3552.17%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
MFS New Discovery I3.70M3.16%-
Baron Discovery Strategy2.68M2.29%-
Baron Discovery Institutional2.68M2.29%-
Vanguard Total Stock Mkt Idx Inv1.51M1.31%-
Palisade Small Cap Core Equity1.43M1.22%-143.01K
iShares Russell 2000 ETF1.40M1.21%-3.15K
Vanguard Small Cap Index1.17M1.02%2.30K
MFS VIT New Discovery Init1.15M0.98%-
Eagle Small Cap Strategy - Retail910.59K0.78%168.46K
Eagle Small Cap Strategy (Vermont Team)910.59K0.78%168.46K

Recent Insider Transactions


DateNameRoleActivityValue
Dec 03, 2024Moschella William Chief Product & Tech OfficerSell$211.50K
Aug 24, 2023SEA VII Management, LLC-Sell$23.04K
Aug 24, 2023SEA VII Management, LLC-Sell$39.46K
May 12, 2023SEA VII Management, LLC Sell$35.88K
May 12, 2023SEA VII Management, LLC Sell$20.96K

Insider Transactions Trends


DateBuySell
2024 Q4-1
2024 Q3--
2024 Q2--
2024 Q1--
2023 Q4--

DH Ownership FAQ


Who Owns Definitive Healthcare?

Definitive Healthcare shareholders are primarily institutional investors at 90.54%, followed by 3.91% insiders and 5.55% retail investors. The average institutional ownership in Definitive Healthcare's industry, Healthcare Information Services Stocks , is 52.99%, which Definitive Healthcare exceeds.

Who owns the most shares of Definitive Healthcare?

Definitive Healthcare’s largest shareholders are Advent corp/ma (62.49M shares, 53.22%), Vanguard group (4.66M shares, 3.97%), and Massachusetts financial services co /ma/ (4.43M shares, 3.77%). Together, they hold 60.96% of Definitive Healthcare’s total shares outstanding.

Does Blackrock own Definitive Healthcare?

Yes, BlackRock owns 3.76% of Definitive Healthcare, totaling 4.42M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 24.13M$. In the last quarter, BlackRock increased its holdings by 453.26K shares, a 11.43% change.

Who is Definitive Healthcare’s biggest shareholder by percentage of total assets invested?

Advent corp/ma is Definitive Healthcare’s biggest shareholder by percentage of total assets invested, with 8.15% of its assets in 62.49M Definitive Healthcare shares, valued at 341.22M$.

Who is the top mutual fund holder of Definitive Healthcare shares?

MFS New Discovery I is the top mutual fund holder of Definitive Healthcare shares, with 3.16% of its total shares outstanding invested in 3.7M Definitive Healthcare shares.

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