CLARIVATE PLC (CLVT) — Institutional Holders, Q2 2026 (page 3)
245 institutional investment managers reported a CLVT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.3B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 245. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CLVT 13F holders ranked 201–245 of 245
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | JONES FINANCIAL COMPANIES LLLP#201 · 1,898 sh | 1,898 | $4.0K | 0.00% | -65.0% |
| 202 | Wealth Enhancement Services#202 · 1,656 sh | 1,656 | $3.6K | — | New |
| 203 | Performa Ltd (US)#203 · 1,250 sh | 1,250 | $2.7K | <0.01% | -70.2% |
| 204 | Essential Partners#204 · 1,159 sh | 1,159 | $2.5K | — | +444.1% |
| 205 | Clearstead Advisors#205 · 1,133 sh | 1,133 | $2.4K | 0.00% | New |
| 206 | OSAIC#206 · 1,089 sh | 1,089 | $2.4K | 0.00% | -25.4% |
| 207 | Global Retirement Partners#207 · 946 sh | 946 | $2.0K | 0.00% | — |
| 208 | Pinnacle Bancorp#208 · 854 sh | 854 | $1.8K | — | 0.0% |
| 209 | Parkside Financial Bank#209 · 760 sh | 760 | $1.6K | — | -48.8% |
| 210 | Strengthening Families & Communities#210 · 686 sh | 686 | $1.5K | — | 0.0% |
| 211 | MassMutual Private Wealth & , FSB#211 · 568 sh | 568 | $1.2K | — | -58.1% |
| 212 | SJS Investment Consulting#212 · 555 sh | 555 | $1.2K | — | New |
| 213 | Quarry#213 · 483 sh | 483 | $1.0K | <0.01% | -64.9% |
| 214 | Smartleaf Asset Management#214 · 435 sh | 435 | $953.00 | 0.00% | 0.0% |
| 215 | Versant Capital Management#215 · 389 sh | 389 | $840.00 | — | -49.7% |
| 216 | FIRST HORIZON NATIONAL#216 · 345 sh | 345 | $745.00 | — | 0.0% |
| 217 | Farther Finance Advisors#217 · 341 sh | 341 | $740.00 | — | -77.9% |
| 218 | Kingdom Financial Group#218 · 320 sh | 320 | $691.00 | <0.01% | 0.0% |
| 219 | WEST PACES ADVISORS#219 · 308 sh | 308 | $665.00 | — | New |
| 220 | CoreCap Advisors#220 · 257 sh | 257 | $555.00 | — | 0.0% |
| 221 | Allied Private Wealth#221 · 190 sh | 190 | $419.00 | <0.01% | — |
| 222 | SHP Wealth Management#222 · 192 sh | 192 | $415.00 | 0.00% | -24.1% |
| 223 | True Wealth Design#223 · 180 sh | 180 | $389.00 | — | New |
| 224 | JFS WEALTH ADVISORS#224 · 117 sh | 117 | $253.00 | 0.00% | 0.0% |
| 225 | CVA Family Office#225 · 109 sh | 109 | $235.00 | 0.00% | 0.0% |
| 226 | Clearstead#226 · 106 sh | 106 | $229.00 | 0.00% | New |
| 227 | Creative Capital Management Investments#227 · 106 sh | 106 | $229.00 | <0.01% | New |
| 228 | James T. Borello RIA#228 · 96 sh | 96 | $207.00 | — | -1.0% |
| 229 | TD PRIVATE CLIENT WEALTH#229 · 89 sh | 89 | $192.00 | 0.00% | 0.0% |
| 230 | Activest Wealth Management#230 · 89 sh | 89 | $192.00 | — | New |
| 231 | Pinnacle Wealth Planning Services#231 · 70 sh | 70 | $151.00 | 0.00% | 0.0% |
| 232 | MV CAPITAL MANAGEMENT#232 · 69 sh | 69 | $150.00 | 0.00% | -89.7% |
| 233 | ACTION POINT FINANCIAL PLANNING#233 · 53 sh | 53 | $114.00 | 0.00% | New |
| 234 | Transamerica Financial Advisors#234 · 48 sh | 48 | $103.00 | 0.00% | -88.4% |
| 235 | HFM Investment Advisors#235 · 36 sh | 36 | $78.00 | 0.00% | +500.0% |
| 236 | Buck Wealth Strategies#236 · 22 sh | 22 | $48.00 | 0.00% | New |
| 237 | Keating Financial Advisory Services#237 · 22 sh | 22 | $48.00 | 0.00% | +633.3% |
| 238 | DecisionPoint Financial#238 · 14 sh | 14 | $32.00 | 0.00% | New |
| 239 | Bay Harbor Wealth Management#239 · 13 sh | 13 | $28.00 | 0.00% | +30.0% |
| 240 | Godfrey Financial Associates#240 · 11 sh | 11 | $24.00 | 0.00% | 0.0% |
| 241 | RAFFA WEALTH MANAGEMENT#241 · 5 sh | 5 | $11.00 | 0.00% | 0.0% |
| 242 | MARYLAND CAPITAL ADVISORS#242 · 5 sh | 5 | $11.00 | — | — |
| 243 | Freestone Grove Partners#243 · 1 sh | 1 | $2.00 | 0.00% | 0.0% |
| 244 | Navigoe#244 · 24 sh | 24 | $0.00 | 0.00% | New |
| 245 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#245 · 309,608 sh | 309,608 | — | — | +49.5% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.