| 1.78% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 8.9M | $96.9M | +18.3% | 5.826% | 0.00% |
| 5 | AQR CAPITAL MANAGEMENT LLC | 7.8M | $83.4M | -33.4% | 5.073% | 0.03% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 5.9M | $64.1M | -7.4% | 3.854% | 0.00% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 5.4M | $58.5M | +24.5% | 3.515% | 0.01% |
| 8 | STATE STREET CORP | 5.4M | $58.3M | +23.3% | 3.502% | 0.00% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 3.4M | $37.3M | +38.4% | 2.240% | 0.00% |
| 10 | Topline Capital Management, LLC | 3.2M | $34.8M | -36.0% | 2.095% | 9.03% |
| 11 | MORGAN STANLEY | 3.1M | $33.8M | -1.6% | 2.034% | 0.00% |
| 12 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 3.0M | $33.0M | +38.0% | 1.983% | 0.17% |
| 13 | FIRST TRUST ADVISORS LP | 3.0M | $32.8M | +140.1% | 1.974% | 0.02% |
| 14 | BANK OF AMERICA CORP /DE/ | 2.9M | $31.3M | +68.9% | 1.884% | 0.00% |
| 15 | JUPITER ASSET MANAGEMENT LTD | 2.4M | $25.9M | +238.5% | 1.559% | 0.13% |
| 16 | AMERIPRISE FINANCIAL INC | 2.2M | $23.9M | -1.3% | 1.435% | 0.00% |
| 17 | GOLDMAN SACHS GROUP INC | 2.0M | $21.9M | +93.8% | 1.315% | 0.00% |
| 18 | PRIVATE MANAGEMENT GROUP INC | 1.8M | $19.2M | -1.0% | 1.153% | 0.51% |
| 19 | ZWJ INVESTMENT COUNSEL INC | 1.7M | $18.3M | +3.8% | 1.103% | 0.59% |
| 20 | NORTHERN TRUST CORP | 1.7M | $18.3M | +59.5% | 1.101% | 0.00% |
| 21 | TWO SIGMA INVESTMENTS, LP | 1.5M | $15.8M | +162.1% | 0.950% | 0.01% |
| 22 | BNP PARIBAS FINANCIAL MARKETS | 1.4M | $15.5M | -17.4% | 0.933% | 0.01% |
| 23 | Assenagon Asset Management S.A. | 1.4M | $14.9M | -46.7% | 0.893% | 0.01% |
| 24 | FMR LLC | 1.3M | $14.0M | +237.4% | 0.844% | 0.00% |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.3M | $13.9M | +33.7% | 0.833% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in DV — a direct measure of their conviction.
| 100.64% |
| 1.12 pp |
| $2.06B |
| 42% |
| Q4 2024 | 312 | +2.0% | 101.76% | +2.11 pp | $3.55B | +37% |
| Q3 2024 | 306 | — | 99.65% | — | $2.59B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
DV institutional ownership rose by 1.22 percentage points quarter-over-quarter, with a net change of -12 holders.
The top 10 institutions account for 57.7% of all reported 13F value in DV, and the top 25 account for 77.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
DoubleVerify Holdings, Inc. (DV) Institutional Ownership