Exploring Dun & Bradstreet Holdings, Inc. (DNB) Investor Profile: Who’s Buying and Why?

Have you ever wondered who is investing in Dun & Bradstreet Holdings, Inc. (DNB) and, more importantly, why? As of April 2025, understanding the investor profile of DNB can provide valuable insights into the company's current standing and future prospects. With 543 institutional owners holding a total of 521,497,910 shares, and the largest shareholders including names like Cannae Holdings, Inc., and BlackRock, Inc., it's clear that institutional investors have a significant stake. But what does this mean for the average investor, especially considering the recent agreement for Clearlake Capital Group to acquire Dun & Bradstreet for $9.15 per share in cash, valuing the company at $7.7 billion including debt? Keep reading to explore the dynamics of DNB's investor base and the factors influencing their decisions.

Dun & Bradstreet Holdings, Inc. (DNB) Who Invests in Dun & Bradstreet Holdings, Inc. (DNB) and Why?

Understanding the investor profile of Dun & Bradstreet Holdings, Inc. (DNB) involves examining the diverse range of entities and individuals who hold the company’s stock, along with their motivations and investment strategies. This insight is crucial for current and prospective investors looking to gauge market sentiment and potential stock performance.

Key Investor Types:

Dun & Bradstreet Holdings, Inc. (DNB) attracts a mix of investor types, each with their own investment horizons and risk tolerances:

• Institutional Investors: These include large entities such as pension funds, mutual funds, insurance companies, and investment banks. Institutional investors often hold a significant portion of a company's shares and can influence market trends due to the size of their transactions.
• Retail Investors: Individual investors who buy and sell securities for their own accounts. Their investment decisions are typically based on personal financial goals and risk appetite.
• Hedge Funds: These are investment partnerships that use pooled funds and employ various strategies to earn active return, or alpha, for their investors. Hedge funds may take both long and short positions in Dun & Bradstreet Holdings, Inc. (DNB), depending on their market outlook.
• Private Equity Firms: While not direct investors in the public market sense, private equity firms may hold a stake in Dun & Bradstreet Holdings, Inc. (DNB), particularly if there was a prior leveraged buyout or private investment in public equity (PIPE) transaction.

Investment Motivations:

Several factors might attract investors to Dun & Bradstreet Holdings, Inc. (DNB):

• Growth Prospects: Investors may be drawn to Dun & Bradstreet Holdings, Inc. (DNB) if they believe the company has strong growth potential in its sector. This could be driven by factors such as expanding into new markets, launching innovative products, or increasing its market share.
• Market Position: A company with a strong and established market position, like Dun & Bradstreet Holdings, Inc. (DNB), can be attractive to investors seeking stability and reliability. A dominant market position often translates to consistent revenue streams and competitive advantages.

Investment Strategies:

The strategies employed by investors in Dun & Bradstreet Holdings, Inc. (DNB) can vary widely:

• Long-Term Holding: Some investors adopt a buy-and-hold strategy, maintaining their positions in Dun & Bradstreet Holdings, Inc. (DNB) for extended periods. These investors are typically focused on the company's long-term growth prospects and may reinvest dividends to compound their returns.
• Short-Term Trading: Other investors may engage in short-term trading, seeking to profit from fluctuations in Dun & Bradstreet Holdings, Inc. (DNB)'s stock price. These traders may use technical analysis and other tools to identify potential entry and exit points.
• Value Investing: Value investors look for companies like Dun & Bradstreet Holdings, Inc. (DNB) that they believe are undervalued by the market. They assess the company's intrinsic value based on its assets, earnings, and future cash flows, and invest when the stock price is below their estimated value.

Understanding the financial health of Dun & Bradstreet Holdings, Inc. (DNB) is crucial for investors. You can gain key insights by reading this article: Breaking Down Dun & Bradstreet Holdings, Inc. (DNB) Financial Health: Key Insights for Investors

Dun & Bradstreet Holdings, Inc. (DNB) Institutional Ownership and Major Shareholders

Institutional ownership in Dun & Bradstreet Holdings, Inc. (DNB) reflects the extent to which large financial organizations, such as pension funds, mutual funds, and insurance companies, hold shares in the company. Analyzing this ownership can provide insights into market sentiment and potential stock performance.

As of the latest available data, the top institutional holders of Dun & Bradstreet Holdings, Inc. (DNB) include:

• BlackRock Fund Advisors: Holding 11,379,966 shares, representing 2.6% of the company.
• Vanguard Index Funds: Holding 10,966,245 shares, representing 2.5% of the company.
• Capital Research & Management Co.: Holding 6,954,938 shares, representing 1.6% of the company.
• SSgA Funds Management, Inc.: Holding 4,582,132 shares, representing 1.0% of the company.
• Geode Capital Management LLC: Holding 2,482,585 shares, representing 0.6% of the company.

These major institutional investors collectively hold a significant portion of Dun & Bradstreet Holdings, Inc. (DNB), indicating strong institutional interest in the company. Their investment decisions can influence the stock's trading volume and price stability.

Changes in institutional ownership can signal shifts in investor confidence. Recent transactions by major holders include:

• Increase in holdings: Some institutions have increased their positions, reflecting a bullish outlook on Dun & Bradstreet Holdings, Inc. (DNB).
• Decrease in holdings: Conversely, other institutions have reduced their stakes, potentially indicating concerns about the company's future performance or reallocations to other investment opportunities.

Monitoring these changes is crucial for understanding the evolving sentiment among institutional investors and potential impacts on the stock's price.

Institutional investors play a pivotal role in Dun & Bradstreet Holdings, Inc. (DNB)'s stock performance and strategic direction. Their substantial holdings can lead to:

• Price stabilization: Large institutional positions can reduce volatility by providing a stable investor base.
• Influence on corporate governance: Major shareholders often engage with company management on strategic decisions, influencing the company's direction and policies.
• Market perception: Institutional investment decisions can shape market perception, attracting or deterring other investors.

Overall, understanding the dynamics of institutional ownership provides valuable insights into the financial health and market positioning of Dun & Bradstreet Holdings, Inc. (DNB). For additional insights into the company's financial well-being, consider exploring: Breaking Down Dun & Bradstreet Holdings, Inc. (DNB) Financial Health: Key Insights for Investors.

Below is a detailed breakdown of Dun & Bradstreet Holdings, Inc. (DNB)'s ownership structure:

These figures highlight the distribution of ownership among key institutional players and their relative influence on Dun & Bradstreet Holdings, Inc. (DNB).

Dun & Bradstreet Holdings, Inc. (DNB) Key Investors and Their Impact on [Company Name]

Dun & Bradstreet Holdings, Inc. (DNB) has a diverse investor base, including institutional owners, mutual funds, and hedge funds. Understanding these key investors and their recent activities can offer valuable insights into the company's stock movements and strategic direction.

As of April 2025, 543 institutional owners and shareholders have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC), holding a total of 521,497,910 shares. These institutions hold a significant portion of the company's shares, indicating strong institutional interest.

Here are some of the largest shareholders in Dun & Bradstreet Holdings, Inc. (DNB):

• Cannae Holdings, Inc.
• Massachusetts Financial Services Co /ma/
• BlackRock, Inc.
• Vanguard Group Inc
• Thomas H Lee Partners Lp
• Allspring Global Investments Holdings, LLC
• Dimensional Fund Advisors Lp
• Glenview Capital Management, Llc
• WFMDX - Wells Fargo Special Mid Cap Value Fund Administrator Class
• Fmr Llc

These major shareholders can include individual investors, mutual funds, hedge funds, or institutions. A Schedule 13D filing indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. A Schedule 13G indicates a passive investment of over 5%.

Institutional ownership in Dun & Bradstreet Holdings, Inc. (DNB) has seen some fluctuation. Data from GuruFocus shows the following trend in institutional ownership:

Recent insider activity reveals the following:

• In the last three months, the number of shares bought by insiders was 3,300,605, while the number of shares sold was 3,295,055.
• Over the past 12 months, insiders bought 3,300,605 shares and sold 3,515,194 shares.
• This indicates a net activity of 5,550 shares bought in the last three months and a net of (214,589) shares sold over the last 12 months.

Hedge fund activity in Q4 2024 shows notable trades by popular hedge funds:

• Ionic Capital Management (Bart Baum) held 434.59K shares, representing 5.40% of the portfolio.
• Glenview Capital Management (Larry Robbins) held 14.79M shares, accounting for 4.66% of the portfolio, with a significant increase of 5.24M shares.
• Sirios Capital Management (John Brennan) held 1.22M shares, making up 2.72% of the portfolio, with a substantial increase of 1.10M shares.
• Ariel Investments (John Rogers) held 3.84M shares, representing 0.51% of the portfolio, with a decrease of 103.20K shares.

These movements suggest varying degrees of confidence among hedge fund managers regarding Dun & Bradstreet Holdings, Inc. (DNB)'s future performance.

On March 24, 2025, Dun & Bradstreet announced it had entered into a definitive agreement to be acquired by Clearlake Capital Group in a transaction valued at $7.7 billion, including debt, with an equity value of $4.1 billion. Under the agreement, Dun & Bradstreet shareholders will receive $9.15 in cash for each share of common stock they own.

Several law firms, including Halper Sadeh LLC and Monteverde & Associates PC, have launched investigations into whether the sale of Dun & Bradstreet Holdings, Inc. (DNB) is fair to shareholders. These investigations aim to ensure that shareholders receive the best possible consideration and that all material information is disclosed.

Keep an eye on Dun & Bradstreet Holdings, Inc. (DNB)'s financial well-being through Breaking Down Dun & Bradstreet Holdings, Inc. (DNB) Financial Health: Key Insights for Investors.

Dun & Bradstreet Holdings, Inc. (DNB) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions to Dun & Bradstreet Holdings, Inc. (DNB) is crucial for assessing the company's stability and growth potential. Analyzing these factors provides insights into how major shareholders perceive the company's value and prospects. Recent market reactions often reflect immediate responses to significant ownership changes or strategic moves by large investors.

Investor sentiment towards Dun & Bradstreet Holdings, Inc. (DNB) can be gauged by:

• Stock Performance: Analyzing stock price trends and volatility.
• Major Transactions: Monitoring significant purchases or sales by institutional investors.
• Analyst Ratings: Reviewing ratings and price targets from financial analysts.
• News and Media: Assessing media coverage and commentary regarding the company's performance and strategic decisions.

Recent market reactions to Dun & Bradstreet Holdings, Inc. (DNB) can be influenced by various factors:

• Earnings Reports: Market response to quarterly and annual financial results.
• Strategic Announcements: Reactions to new initiatives, partnerships, or acquisitions.
• Economic Conditions: Impact of broader economic trends on investor confidence.
• Industry Dynamics: Influence of changes and trends within the business information services sector.

Analyst perspectives play a vital role in shaping investor sentiment. Analysts offer insights based on in-depth research and financial modeling, which can significantly impact how the market views Dun & Bradstreet Holdings, Inc. (DNB)'s future. These insights typically cover:

• Growth Prospects: Assessments of the company's potential for revenue and earnings growth.
• Valuation: Opinions on whether the stock is overvalued, undervalued, or fairly priced.
• Risk Factors: Identification of potential risks that could affect the company's performance.
• Competitive Positioning: Analysis of Dun & Bradstreet Holdings, Inc. (DNB)'s standing relative to its competitors.

While specific real-time data on investor sentiment and recent market reactions fluctuate, keeping track of these indicators provides a comprehensive view of Dun & Bradstreet Holdings, Inc. (DNB)'s market dynamics. For more background information, you can check: Dun & Bradstreet Holdings, Inc. (DNB): History, Ownership, Mission, How It Works & Makes Money

Here’s an example of how analyst ratings might be presented:

Note that these values are examples and do not reflect real-time analyst ratings for Dun & Bradstreet Holdings, Inc. (DNB).

Monitoring these elements helps stakeholders understand the current market perception and potential future trajectory of Dun & Bradstreet Holdings, Inc. (DNB).