Who Owns DUFF & PHELPS (DPG)? -- Institutional Holders (2026-06-30)
91 institutions reported holding $179.1M of DUFF & PHELPS (DPG) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($29.1M), WELLS FARGO & COMPANY/MN ($21.2M), Advisors Asset Management, Inc. ($15.5M), Allspring Global Investments Holdings, LLC ($12.0M), Pathstone Holdings, LLC ($9.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $29.1M | 2.0M | Added |
| 2 | WELLS FARGO & COMPANY/MN | $21.2M | 1.4M | Added |
| 3 | Advisors Asset Management, Inc. | $15.5M | 1.0M | Trimmed |
| 4 | Allspring Global Investments Holdings, LLC | $12.0M | 806,496 | Added |
| 5 | Pathstone Holdings, LLC | $9.7M | 656,309 | Added |
| 6 | COHEN & STEERS, INC. | $8.9M | 598,869 | Added |
| 7 | Kanen Wealth Management LLC | $7.7M | 519,540 | Trimmed |
| 8 | Karpus Management, Inc. | $7.1M | 481,585 | Trimmed |
| 9 | RAYMOND JAMES FINANCIAL INC | $6.3M | 424,166 | Trimmed |
| 10 | Thomas J. Herzfeld Advisors, Inc. | $5.4M | 360,644 | Trimmed |
| 11 | Royal Bank of Canada | $5.0M | 335,662 | Added |
| 12 | Bulldog Investors, LLP | $4.9M | 327,384 | Added |
| 13 | Saba Capital Management, L.P. | $4.8M | 325,964 | Added |
| 14 | LPL Financial LLC | $4.0M | 270,305 | Trimmed |
| 15 | UBS Group AG | $4.0M | 268,332 | Trimmed |
| 16 | J.W. COLE ADVISORS, INC. | $3.9M | 264,202 | Added |
| 17 | United Advisor Group, LLC | $3.8M | 253,669 | Trimmed |
| 18 | FIRST TRUST ADVISORS LP | $2.5M | 170,485 | Added |
| 19 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $2.2M | 150,468 | Added |
| 20 | NewEdge Advisors, LLC | $1.9M | 125,161 | Added |
| 21 | Hennion & Walsh Asset Management, Inc. | $1.6M | 108,130 | Added |
| 22 | Zimmer Partners, LP | $1.6M | 107,700 | Hold |
| 23 | OSAIC HOLDINGS, INC. | $1.0M | 67,580 | Added |
| 24 | Kestra Advisory Services, LLC | $966,706 | 65,142 | Trimmed |
| 25 | Concorde Asset Management, LLC | $918,754 | 61,620 | Added |
Source: SEC Form 13F filings · as of 2026-06-30