Institutional Ownership Certara, Inc. (CERT)
This table provides information about the institutional ownership of Certara, Inc. (CERT). We have compiled data on the 257 institutions that hold shares in the stock, with a total of 129 Million shares, which have been reported (via 13F filing form) to have a value of $1.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
113
shares
|
$1,267
0.0% of portfolio
|
Q2 2025
Reduced 47.2%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
109
shares
|
$1,222
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
100
shares
|
$1,122
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
100
shares
|
$1,122
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
86
shares
|
$964
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
80
shares
|
$897
0.0% of portfolio
|
Q3 2023
Added 14.29%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
75
shares
|
$841
0.0% of portfolio
|
Q2 2025
Reduced 53.13%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
55
shares
|
$617
0.0% of portfolio
|
Q2 2025
Reduced 31.25%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
52
shares
|
$583
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
43
shares
|
$482
0.0% of portfolio
|
Q4 2024
Reduced 50.57%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
40
shares
|
$448
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
36
shares
|
$403
0.0% of portfolio
|
Q2 2025
Added 140.0%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
34
shares
|
$381
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
34
shares
|
$381
0.0% of portfolio
|
Q2 2025
Reduced 12.82%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
31
shares
|
$347
0.0% of portfolio
|
Q2 2025
Added 1450.0%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
28
shares
|
$314
0.0% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
28
shares
|
$314
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
25
shares
|
$280
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
21
shares
|
$235
0.0% of portfolio
|
Q2 2025
Reduced 8.7%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
13
shares
|
$145
0.0% of portfolio
|
Q2 2025
Added 30.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
12
shares
|
$134
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
10
shares
|
$112
0.0% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
9
shares
|
$100
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
2
shares
|
$22
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
1
shares
|
$11
0.0% of portfolio
|
Q4 2024
Reduced 66.67%
|