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Disclosery

DT DYNATRACE INC

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Stock (common), issuer CIK 1773383

564 managers (581 13F filers) reported a position in DT shares at 2024-12-31, 284,835,440 shares in all. 81 filers opened a position and 55 filers sold out during the quarter.

Managers
564
13F filers
581
New
81
Added
251
Reduced
162
Sold out
55
Shares held by filers
284,835,440

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Portside Wealth Group, LLC6,441$350K0.06%+4813F-HR/ATimeline
Aaron Wealth Advisors LLC6,436$350K0.04%+17813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS6,298$342K<0.01%+17713F-HRTimeline
MIG Capital, LLC6,234$339K0.04%new13F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP6,107$332K<0.01%new13F-HRTimeline
Alliance Wealth Advisors, LLC /UT6,103$332K0.09%-37613F-HRTimeline
FFT WEALTH MANAGEMENT LLC6,007$326K0.02%new13F-HRTimeline
Quantitative Investment Management, LLC5,968$324K0.02%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd5,934$323K0.03%-39,49913F-HRTimelineGroup
MGO ONE SEVEN LLC5,890$320K0.01%+1,02813F-HRTimeline
Advisors Asset Management, Inc.5,718$311K0.01%+43913F-HR/ATimeline
BOOTHBAY FUND MANAGEMENT, LLC5,641$307K0.01%new13F-HRTimeline
Legacy Wealth Asset Management, LLC5,634$306K0.08%-20113F-HRTimeline
Sanctuary Advisors, LLC5,262$304K<0.01%-2,41113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,579$303K0.01%+58213F-HRTimeline
Arkadios Wealth Advisors5,513$300K0.02%new13F-HRTimeline
STEPH & CO5,440$296K0.1%+81313F-HRTimeline
Plato Investment Management Ltd5,363$293K0.02%013F-HRTimeline
HighPoint Advisor Group LLC4,701$289K0.02%+813F-HRTimeline
New Century Financial Group, LLC5,163$283K0.12%-58513F-HRTimeline
Jaffetilchin Investment Partners, LLC5,183$282K0.02%+1,90513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,316$278K<0.01%-59,37113F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC4,990$271K0.01%+44613F-HRTimeline
Laird Norton Wetherby Wealth Management…4,898$266K0.01%+60413F-HRTimeline
Sterling Capital Management LLC4,766$259K<0.01%-60113F-HRTimeline
Virtue Capital Management, LLC4,764$259K0.05%-51113F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP4,752$258K<0.01%new13F-HR/ATimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP4,749$258K<0.01%new13F-HRTimelineGroup
WoodTrust Financial Corpin group WoodTrust Financial Corp4,750$258K0.04%013F-HRTimelineGroup
Prospera Financial Services Inc4,745$258K0.01%+16313F-HRTimeline
TRUST POINT INC.4,504$245K0.02%new13F-HRTimeline
WEDBUSH SECURITIES INC4,495$244K0.01%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…4,486$244K0.1%-3513F-HRTimeline
Quent Capital, LLC4,428$241K0.02%-9613F-HRTimeline
ALGERT GLOBAL LLC4,390$239K0.01%-7,56013F-HR/ATimeline
180 WEALTH ADVISORS, LLC4,260$232K0.04%-9213F-HRTimeline
Claret Asset Management Corp4,250$231K0.04%+3013F-HRTimeline
Atria Wealth Solutions, Inc.4,249$231K<0.01%-54013F-HRTimeline
INTRUST BANK NA4,190$228K0.02%new13F-HRTimeline
Kera Capital Partners, Inc.4,186$228K0.07%13F-HRTimeline
SIGNATUREFD, LLC4,178$227K<0.01%-21113F-HRTimeline
BOKF, NAin group BOKF, NA4,475$227K<0.01%+713F-HRTimelineGroup
Cordatus Wealth Management LLC4,154$226K0.06%+10413F-HRTimeline
Venturi Wealth Management, LLC4,153$226K0.01%+1,93913F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC4,154$225K<0.01%-2,83613F-HRTimelineGroup
Connecticut Wealth Management, LLC4,097$223K0.01%-9313F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…3,998$217K0.02%-57613F-HRTimelineGroup
EMERALD ADVISERS, LLCin group EMERALD ADVISERS, LLC3,970$216K0.01%+813F-HRTimelineGroup
Olympiad Research LP3,861$210K0.22%new13F-HRTimeline
Baker Avenue Asset Management, LP3,719$202K0.01%new13F-HRTimeline
GAMMA Investing LLC3,637$198K0.02%+1,68013F-HRTimeline
Federation des caisses Desjardins du Qu…3,381$184K<0.01%+25813F-HRTimeline
QUADRANT CAPITAL GROUP LLC3,358$183K0.01%+21613F-HRTimeline
Covestor Ltd3,290$179K0.11%-1,41913F-HRTimeline
Wilmington Savings Fund Society, FSB2,876$156K<0.01%+42313F-HRTimeline
OSSIAM2,716$148K<0.01%+56213F-HRTimeline
R Squared Ltd2,640$143K0.14%13F-HRTimeline
Truvestments Capital LLC2,507$136K0.04%013F-HRTimeline
Mattson Financial Services, LLC2,546$136K0.04%new13F-HRTimeline
SG Americas Securities, LLC2,292$125K<0.01%-19,00613F-HRTimeline
Farther Finance Advisors, LLC2,241$122K<0.01%-44813F-HRTimeline
First Horizon Advisors, Inc.2,189$119K<0.01%+67913F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…2,100$114K0.01%013F-HRTimeline
GKV Capital Management Co., Inc.2,000$109K0.04%13F-HRTimeline
Versant Capital Management, Inc1,933$105K0.02%+20613F-HRTimeline
Leonteq Securities AG1,917$104K0.01%+28513F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,846$100K0.01%-7513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,813$98.5K<0.01%+48213F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC1,654$89K<0.01%-83,41913F-HRTimelineGroup
Arax Advisory Partners1,599$86.9K0.01%+80313F-HRTimeline
Financial Life Planners1,533$83.3K0.07%13F-HRTimeline
Archer Investment Corp1,525$82.9K0.02%013F-HRTimeline
Steward Partners Investment Advisory, L…1,437$78.1K<0.01%+91113F-HRTimeline
Kapitalo Investimentos Ltda1,367$74.3K0.05%new13F-HRTimeline
Oslo Pensjonsforsikring AS1,365$74.2K0.01%013F-HRTimeline
Park Place Capital Corp1,319$71.7K0.02%-9313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,258$68.5K<0.01%+8613F-HRTimelineGroup
UMB Bank, n.a.1,259$68.4K<0.01%+54113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Allworth Financial LP1,175$63.9K<0.01%+6513F-HRTimeline
Global Retirement Partners, LLC1,069$58.1K<0.01%-713F-HRTimeline
GeoWealth Management, LLC1,027$55.8K<0.01%+34013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC950$51.6K0.03%013F-HRTimeline
Lindbrook Capital, LLC922$50.1K<0.01%+6613F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK884$48K<0.01%+60613F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management775$42.1K<0.01%+7613F-HRTimelineGroup
V-Square Quantitative Management LLC731$39.7K0.01%-16513F-HRTimeline
NISA INVESTMENT ADVISORS, LLC725$39.4K<0.01%+53013F-HRTimeline
MassMutual Private Wealth & Trust, FSB723$39.3K<0.01%+19413F-HRTimeline
Coppell Advisory Solutions LLC716$38.7K0.01%+66913F-HRTimeline
SBI Securities Co., Ltd.699$38K<0.01%13F-HRTimeline
Rise Advisors, LLC636$34.6K0.02%013F-HRTimeline
Riverview Trust Co621$33.8K0.03%013F-HRTimeline
Smartleaf Asset Management LLC611$33.1K<0.01%+17613F-HRTimeline
Clearstead Advisors, LLC599$32.6K<0.01%-1,16513F-HRTimeline
Geneos Wealth Management Inc.530$28.8K<0.01%013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.502$27K<0.01%+1913F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.413$23.9K<0.01%+25213F-HRTimelineGroup
Aster Capital Management (DIFC) Ltd403$21.9K0.01%new13F-HRTimeline
FLP Wealth Management, LLC326$17.7K0.05%13F-HRTimeline
IFP Advisors, Inc292$17.3K<0.01%+13413F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC300$16.3K<0.01%013F-HRTimeline
Quarry LP300$16.3K<0.01%new13F-HRTimeline
VSM Wealth Advisory, LLC275$14.9K0.01%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO265$14.4K<0.01%new13F-HRTimelineGroup
True Wealth Design, LLC254$13.8K0.01%+213F-HRTimeline
Global Financial Private Client, LLC250$13.6K0.01%+713F-HRTimeline
Mesirow Institutional Investment Manage…217$11.8K<0.01%-27,83313F-HRTimeline
MATHER GROUP, LLC.212$11.5K<0.01%-22413F-HRTimeline
MAI Capital Management211$11.5K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…207$11.3K<0.01%+11813F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …184$10K<0.01%-1,00913F-HRTimelineGroup
Hemington Wealth Management158$8K<0.01%+5713F-HRTimeline
CoreCap Advisors, LLC135$7.34K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC126$6.85K<0.01%+713F-HRTimeline
Pathway Financial Advisers, LLC125$6.79K<0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC123$6.69K<0.01%+1613F-HR/ATimeline
Washington Trust Advisors, Inc.121$6.58K<0.01%+3413F-HRTimeline
WHITTIER TRUST CO119$6.47K<0.01%-4913F-HRTimeline
AdvisorNet Financial, Inc108$5.87K<0.01%-2913F-HRTimeline
Brooklyn Investment Group105$5.71K<0.01%+2913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC104$5.65K<0.01%013F-HRTimeline
High Note Wealth, LLC101$5.49K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC100$5.43K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BARRETT & COMPANY, INC.100$5.43K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…100$5.43K<0.01%+1013F-HRTimelineGroup
Continuum Advisory, LLC100$5.43K<0.01%013F-HRTimeline
Key Financial Inc99$5.38K<0.01%013F-HRTimeline
LGT Financial Advisors LLC85$4.62K0.01%013F-HRTimeline
Bell Investment Advisors, Inc84$4.57K<0.01%013F-HRTimeline
NFSG Corp74$4.02K<0.01%new13F-HRTimeline
Stonebridge Financial Group, LLC70$3.81K<0.01%13F-HRTimeline
Sachetta, LLC70$3.81K<0.01%013F-HRTimeline
Rakuten Securities, Inc.57$3.1K<0.01%-34313F-HRTimeline
TSFG, LLC55$3K<0.01%new13F-HRTimeline
JNBA Financial Advisors53$2.88K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors48$2.6K<0.01%013F-HRTimelineGroup
Kozak & Associates, Inc.39$2.14K<0.01%013F-HRTimeline
Larson Financial Group LLC39$2.12K<0.01%+1513F-HRTimeline
Bogart Wealth, LLC38$2.06K<0.01%new13F-HRTimeline
Avion Wealth39$2K<0.01%+513F-HRTimeline
Capital Advisors, Ltd. LLC36$2K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC36$1.96K<0.01%-3013F-HRTimeline
Cassady Schiller Wealth Management, LLC29$1.58K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.28$1.52K<0.01%-3413F-HRTimeline
Golden State Wealth Management, LLC25$1.36K<0.01%13F-HRTimeline
Decker Retirement Planning Inc.25$1.36K<0.01%13F-HRTimeline
SJS Investment Consulting Inc.24$1.3K<0.01%-213F-HRTimeline
WR Wealth Planners, LLC24$1.3K<0.01%013F-HRTimeline
Horizon Investments, LLC20$1.09K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.19$1.03K<0.01%+1913F-HRTimelineGroup
Center for Financial Planning, Inc.19$1.03K<0.01%new13F-HRTimeline
Smithfield Trust Co25$1K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust17$925<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC17$924<0.01%13F-HRTimeline
Financial Management Professionals, Inc.16$870<0.01%013F-HRTimeline
Raleigh Capital Management Inc.10$544<0.01%013F-HRTimeline
Crewe Advisors LLC9$490<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.6$327<0.01%+113F-HRTimeline
NewSquare Capital LLC6$326<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.5$272<0.01%13F-HRTimeline
WealthTrak Capital Management LLC5$272<0.01%13F-HRTimeline
Park Square Financial Group, LLC0$19<0.01%13F-HRTimelineAmount filed as zero, left out of ratios.
Wood Tarver Financial Group, LLC7$00%13F-HRTimelineValue filed as zero, left out of ratios.
Householder Group Estate & Retirement S…3$00%013F-HRTimelineValue filed as zero, left out of ratios.

Events

  • PICTET ASSET MANAGEMENT SA reported 14,316,387 DT shares, 4.9% of the class, as of 2026-09-24, in a 13D/A filed 2026-09-25. 0001361570-26-000021

    Accepted , ingested