DH — Definitive Healthcare Corp Institutional Holders · Q3 2026
Who owns Definitive Healthcare Corp (DH)? 7 institutions reported holding $199,662 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Williams & Novak, LLC ($82,002), Baker Tilly Wealth Management, LLC ($54,372), Valeo Financial Advisors, LLC ($46,682).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Williams & Novak, LLC | $82,002 | 90,610 | Added |
| 2 | BAKER TILLY WEALTH MANAGEMENT, LLC | $54,372 | 60,080 | Hold |
| 3 | Valeo Financial Advisors, LLC | $46,682 | 51,582 | Hold |
| 4 | GAMMA Investing LLC | $15,979 | 17,656 | Added |
| 5 | Marquette Asset Management, LLC | $472 | 521 | New |
| 6 | Farther Finance Advisors, LLC | $155 | 171 | Trimmed |
| 7 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30