Clarivate PLC
CLVT- Exchange
- NYSE
- Industry
- Services-Computer Processing & Data Preparation
- SEC CIK
- 0001764046
In the last 90 days, Clarivate PLC insiders filed 1 open-market purchase and 1 sale; 243 institutions reported holding it in 13F filings for Q2 2026, worth $1.26B in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in Clarivate PLC as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 298
- +8 vs. Q4 2022
- Shares held
- 577.9M
- +8.78M (+1.5%) vs. Q4 2022
- Total value
- $5.44B
- +$693.6M (+14.6%) vs. Q4 2022
- New holders
- 49
- 106 more added
- Sold out
- 41
- 96 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CLVT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 243 | $1.26B |
| Q1 2026 | 257 | $1.45B |
| Q4 2025 | 219 | $1.80B |
| Q3 2025 | 213 | $2.13B |
| Q2 2025 | 228 | $2.47B |
| Q1 2025 | 214 | $2.33B |
| Q4 2024 | 193 | $3.22B |
| Q3 2024 | 203 | $4.53B |
| Q2 2024 | 208 | $3.61B |
| Q1 2024 | 204 | $4.27B |
| Q4 2023 | 218 | $5.54B |
| Q3 2023 | 244 | $4.15B |
| Q2 2023 | 272 | $5.63B |
| Q1 2023 | 298 | $5.44B |
| Q4 2022 | 291 | $4.75B |
| Q3 2022 | 287 | $5.24B |
| Q2 2022 | 284 | $7.83B |
| Q1 2022 | 285 | $9.49B |
| Q4 2021 | 290 | $13.4B |
| Q3 2021 | 276 | $11.1B |
| Q2 2021 | 291 | $12.7B |
| Q1 2021 | 189 | $10.4B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Clarivate PLC; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 103 | $0 | 0.00% | +82+390.5% | Added |
| Tfo-TDC, LLC | 1 | $9 | 0.00% | −152−99.3% | Reduced |
| Farther Finance Advisors, LLC | 13 | $122 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 25 | $235 | 0.00% | −40−61.5% | Reduced |
| SJS Investment Consulting Inc. | 30 | $282 | 0.00% | +5+20.0% | Added |
| Disciplined Investments, LLC | 31 | $291 | 0.00% | +2+6.9% | Added |
| AdvisorNet Financial, Inc | 34 | $319 | 0.00% | +10+41.7% | Added |
| BerganKDV Wealth Management, LLC | 45 | $423 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 81 | $761 | 0.00% | +81 | New |
| Schubert & Co | 94 | $883 | 0.00% | +27+40.3% | Added |
| Proequities, Inc. | 95 | $892 | 0.00% | +95 | New |
| Umb Bank N A | 116 | $1.09K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 135 | $1.27K | 0.00% | −934−87.4% | Reduced |
| Eagle Bay Advisors LLC | 140 | $1.31K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 141 | $1.32K | 0.00% | +50+54.9% | Added |
| Elequin Capital LP | 159 | $1.49K | 0.00% | +159 | New |
| JFS Wealth Advisors, LLC | 163 | $1.53K | 0.00% | +40+32.5% | Added |
| Red Tortoise LLC | 166 | $1.56K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 168 | $1.58K | 0.00% | −33−16.4% | Reduced |
| TCI Wealth Advisors, Inc. | 172 | $1.62K | 0.00% | +4+2.4% | Added |
| Belpointe Asset Management LLC | 176 | $1.65K | 0.00% | +176 | New |
| Ronald Blue Trust, Inc. | 285 | $2.00K | 0.00% | +25+9.6% | Added |
| Glassman Wealth Services | 277 | $2.60K | 0.00% | −83−23.1% | Reduced |
| Spire Wealth Management | 329 | $3.09K | 0.00% | +329 | New |
| Federated Hermes, Inc. | 396 | $3.72K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 438 | $4.11K | 0.00% | +220+100.9% | Added |
| EverSource Wealth Advisors, LLC | 549 | $5.16K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 551 | $5.17K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 600 | $5.63K | 0.00% | −250−29.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 600 | $5.63K | 0.00% | +600 | New |
| Ameritas Advisory Services, LLC | 800 | $7.15K | 0.00% | +800 | New |
| Rise Advisors, LLC | 763 | $7.17K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 870 | $8.00K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 984 | $9.00K | 0.01% | −8−0.8% | Reduced |
| TCTC Holdings, LLC | 1,086 | $10.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,148 | $10.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,185 | $11.1K | 0.00% | +433+57.6% | Added |
| Riverview Trust Co | 1,300 | $12.2K | 0.01% | 00.0% | Unchanged |
| Andesa Financial Management Inc. | 19,456 | $12.9K | 0.01% | −4,033−17.2% | Reduced |
| National Bank of Canada | 1,564 | $14.7K | 0.00% | −1,764,321−99.9% | Reduced |
| Signaturefd, LLC | 1,585 | $14.9K | 0.00% | +392+32.9% | Added |
| Tower Research Capital LLC (TRC) | 1,553 | $15.0K | 0.00% | −9,653−86.1% | Reduced |
| Allworth Financial LP | 1,834 | $17.2K | 0.00% | −81−4.2% | Reduced |
| Quarry LP | 2,036 | $19.1K | 0.01% | −86−4.1% | Reduced |
| Whittier Trust Co | 2,093 | $19.7K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,614 | $24.5K | 0.00% | −134−4.9% | Reduced |
| Pinnacle Bancorp, Inc. | 3,068 | $28.8K | 0.01% | +229+8.1% | Added |
| CWM, LLC | 3,037 | $29.0K | 0.00% | −1,816−37.4% | Reduced |
| Nisa Investment Advisors, LLC | 4,000 | $38.0K | 0.00% | +4,000 | New |
| Point72 Asset Management, L.P. | 4,368 | $41.0K | 0.00% | +4,368 | New |
| The PNC Financial Services Group, Inc. | 4,645 | $43.6K | 0.00% | −6,982−60.0% | Reduced |
| American International Group, Inc. | 4,750 | $44.6K | 0.00% | −105−2.2% | Reduced |
| Storebrand Asset Management AS | 4,760 | $44.7K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 4,946 | $46.4K | 0.00% | +330+7.1% | Added |
| Fifth Third Bancorp | 4,946 | $46.4K | 0.00% | +4,275+637.1% | Added |
| Macquarie Group Ltd | 6,077 | $56.6K | 0.00% | +1,753+40.5% | Added |
| Ci Investments Inc. | 6,125 | $58.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 6,781 | $63.7K | 0.00% | −15−0.2% | Reduced |
| Vestcor Inc | 7,134 | $67.0K | 0.00% | 00.0% | Unchanged |
| Ossiam | 8,030 | $75.4K | 0.00% | −701−8.0% | Reduced |
| Walleye Trading LLC | 9,146 | $85.9K | 0.00% | −2,750−23.1% | Reduced |
| Natixis Investment Managers International | 9,278 | $87.1K | 0.01% | +9,278 | New |
| MetLife Investment Management | 9,776 | $91.8K | 0.00% | +20+0.2% | Added |
| Jefferies Financial Group Inc. | 10,000 | $93.9K | 0.00% | +10,000 | New |
| Coastal Investment Advisors, Inc. | 10,435 | $98.0K | 0.02% | −187−1.8% | Reduced |
| Timucuan Asset Management Inc | 11,057 | $103.8K | 0.00% | 00.0% | Unchanged |
| Zacks Investment Management | 11,195 | $105.1K | 0.00% | +11,195 | New |
| Change Path, LLC | 11,400 | $107.0K | 0.01% | +11,400 | New |
| Ieq Capital, LLC | 11,787 | $110.7K | 0.00% | +11,787 | New |
| APG Asset Management N.V. | 12,820 | $110.8K | 0.00% | −16,859−56.8% | Reduced |
| McDaniel Terry & Co | 11,840 | $111.0K | 0.01% | +11,840 | New |
| CWS Financial Advisors, LLC | 11,981 | $112.5K | 0.04% | +11,981 | New |
| Centiva Capital, LP | 13,300 | $124.9K | 0.01% | +13,300 | New |
| Simon Quick Advisors, LLC | 13,414 | $126.0K | 0.01% | +60.0% | Added |
| Prelude Capital Management, LLC | 13,557 | $127.3K | 0.01% | +13,557 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 14,366 | $134.9K | 0.00% | +14,366 | New |
| HSBC Holdings PLC | 14,584 | $136.2K | 0.00% | −10,166−41.1% | Reduced |
| Caption Management, LLC | 14,553 | $136.7K | 0.03% | +14,553 | New |
| M&T Bank Corp | 14,931 | $139.8K | 0.00% | −98−0.7% | Reduced |
| Corsair Capital Management, L.P. | 14,968 | $140.6K | 0.05% | +14,968 | New |
| Raymond James Financial Services Advisors, Inc. | 15,311 | $143.8K | 0.00% | +3,665+31.5% | Added |
| Advisor Group Holdings, Inc. | 15,505 | $145.4K | 0.00% | −682−4.2% | Reduced |
| Yousif Capital Management, LLC | 15,982 | $150.1K | 0.00% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 16,090 | $151.1K | 0.00% | −300−1.8% | Reduced |
| Oak Thistle LLC | 16,366 | $153.7K | 0.09% | +4,043+32.8% | Added |
| State of Michigan Retirement System | 16,382 | $153.8K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 16,470 | $154.7K | 0.00% | +358+2.2% | Added |
| JustInvest LLC | 16,587 | $155.8K | 0.01% | −44,634−72.9% | Reduced |
| Xponance, Inc. | 16,615 | $156.0K | 0.00% | +155+0.9% | Added |
| Verition Fund Management LLC | 16,700 | $156.8K | 0.00% | −2,902−14.8% | Reduced |
| Machina Capital S.A.S. | 17,669 | $165.9K | 0.15% | +17,669 | New |
| Ancora Advisors, LLC | 17,675 | $166.0K | 0.00% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 18,300 | $171.8K | 0.04% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 19,189 | $180.3K | 0.00% | +1,905+11.0% | Added |
| Bank of Montreal | 19,440 | $182.7K | 0.00% | −74,802−79.4% | Reduced |
| Delphia (USA) Inc. | 19,883 | $186.7K | 0.23% | −5,416−21.4% | Reduced |
| Spears Abacus Advisors LLC | 21,000 | $197.2K | 0.02% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 21,000 | $197.2K | 0.14% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 21,060 | $197.8K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 21,272 | $199.7K | 0.00% | −4,232−16.6% | Reduced |