ProFrac Holding Corp. (ACDC) Institutional Ownership
Q1 2026 13F Data|Updated 2026-06-13
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Institutional ownership increased this quarter (+5.24 pp), though top 10 holders maintain a highly concentrated 54.2% of institutional value.
Institutional Ownership12.9%$176M total value · ▲ +5.24 pp vs prior quarter
Can exceed 100% due to securities lending, short interest, and reporting timing differences.
Smart Money Score74 / 100Bullish
Based on ownership concentration, fund quality, buying/selling activity, conviction signals, and institutional trend.
Institutions & Flow134 holders+11 net flow (+36 / -25)
AI Insights & Key Takeaways
- Positive Institutional Flow (+11)
- Marquee funds including Millennium Management Llc and Citadel Advisors Llc maintain significant positions
- Top 10 holders control 54.2% of institutional value
- No Insider Signal
Top Institutional Holders of ACDC
Ranked by reported Q1 2026 13F market value
Top 10 Holders
54.2%
Top 25 Holders
81.9%
Share of total reported institutional value in ACDC held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | FIRST FINANCIAL BANKSHARES INC | 3.9M | $24.1M | -0.6% | 2.150% | 0.49% |
| 2 | BlackRock, Inc. | 1.9M | $11.5M | +4.1% | 1.028% | 0.00% |
| 3 | AQR CAPITAL MANAGEMENT LLC | 1.5M | $9.5M | -6.7% | 0.845% | 0.00% |
| 4 | Crestview Partners III GP, L.P. | 1.4M | $8.9M | -56.8% | 0.795% | 4.57% |
| 5 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1.3M | $7.8M | -24.9% | 0.692% | 0.02% |
| 6 | D. E. Shaw & Co., Inc. | 1.2M | $7.2M | +14.8% | 0.643% | 0.01% |
| 7 | SIR Capital Management, L.P. | 1.1M | $6.8M | — | 0.610% | 0.64% |
| 8 | WELLS FARGO & COMPANY/MN | 1.1M | $6.6M | -1.9% | 0.590% | 0.00% |
| 9 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.1M | $6.6M | -6.5% | 0.586% | 0.13% |
| 10 | BNP PARIBAS ARBITRAGE, SA | 1.0M | $6.2M | +1050.5% | 0.555% | 0.00% |
| 11 | AMERICAN CENTURY COMPANIES INC | 872K | $5.4M | +13.7% | 0.482% | 0.00% |
| 12 | MILLENNIUM MANAGEMENT LLC | 796K | $4.9M | +189.5% | 0.440% | 0.00% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 788K | $4.9M | +17.3% | 0.436% | 0.00% |
| 14 | CITADEL ADVISORS LLC | 761K | $4.7M | +32.4% | 0.420% | 0.00% |
| 15 | Empowered Funds, LLC | 703K | $4.4M | -9.5% | 0.389% | 0.03% |
| 16 | MORGAN STANLEY | 541K | $3.4M | +106.7% | 0.299% | 0.00% |
| 17 | STATE STREET CORP | 532K | $3.3M | +13.3% | 0.294% | 0.00% |
| 18 | TUDOR INVESTMENT CORP ET AL | 476K | $2.9M | -4.1% | 0.263% | 0.01% |
| 19 | GOLDMAN SACHS GROUP INC | 398K | $2.5M | -4.8% | 0.220% | 0.00% |
| 20 | DIMENSIONAL FUND ADVISORS LP | 390K | $2.4M | +156.5% | 0.216% | 0.00% |
| 21 | Point72 Asset Management, L.P. | 389K | $2.4M | +592.8% | 0.215% | 0.00% |
| 22 | Walleye Capital LLC | 348K | $2.2M | +328.6% | 0.192% | 0.01% |
| 23 | Sagefield Capital LP | 304K | $1.9M | -0.9% | 0.168% | 0.14% |
| 24 | Aventail Capital Group, LP | 298K | $1.8M | +164.6% | 0.165% | 0.09% |
| 25 | Lighthouse Investment Partners, LLC | 290K | $1.8M | — | 0.160% | 0.06% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in ACDC — a direct measure of their conviction.
Quarterly Institutional Activity
Filings activity in ACDC during Q1 2026, grouped by how each filer changed its position.
New Buyers
36Institutions that opened a new ACDC position in Q1 2026
- SIR Capital Management, L.P.$6.8M
- Lighthouse Investment Partners, LLC$1.8M
- VANGUARD CAPITAL MANAGEMENT LLC$1.5M
- Engineers Gate Manager LP$1.2M
- VANGUARD PORTFOLIO MANAGEMENT LLC$1.0M
- RENAISSANCE TECHNOLOGIES LLC$872K
- VANGUARD FIDUCIARY TRUST CO$781K
- TWO SIGMA INVESTMENTS, LP$765K
- Brevan Howard Capital Management LP$596K
- Dynamic Technology Lab Private Ltd$426K
- Trexquant Investment LP$319K
- AXQ CAPITAL, LP$253K
Exited Positions
25Institutions that fully closed their ACDC position in Q1 2026
ACDC Institutional Ownership by Quarter
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 134 | +8.9% | 12.88% | +5.24 pp | $176M | +69% |
| Q4 2025 | 123 | +6.0% | 7.64% | +0.60 pp | $104M | +8.4% |
| Q3 2025 | 116 | +15% | 7.04% | 2.47 pp | $96M | 26% |
| Q2 2025 | 101 | 4.7% | 9.51% | +0.27 pp | $130M | +2.9% |
| Q1 2025 | 106 | +1.0% | 9.24% | 0.18 pp | $126M | 1.9% |
| Q4 2024 | 105 | +11% | 9.42% | +1.87 pp | $129M | +25% |
| Q3 2024 | 95 | 7.8% | 7.55% | 1.12 pp | $103M | 13% |
| Q2 2024 | 103 | — | 8.67% | — | $118M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
ACDC — Frequently Asked Questions
Quick answers to the most common questions about buying ACDC stock.
What percentage of ACDC is owned by institutions?
Based on Q1 2026 13F filings, institutional ownership of ProFrac Holding Corp. stands at 12.9%, held across 134 reporting institutions.
Who is the largest institutional holder of ACDC?
FIRST FINANCIAL BANKSHARES INC is the largest reported institutional holder of ACDC, with approximately 3,889,478 shares worth $0.02B as of Q1 2026.
Is ACDC a hedge fund favorite?
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of ACDC, including MILLENNIUM MANAGEMENT LLC, CITADEL ADVISORS LLC, Point72 Asset Management, L.P..
What is ACDC's Smart Money Score?
Our composite Smart Money Score for ACDC is 74 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
How many institutions bought ACDC this quarter?
36 institutions opened new positions in ACDC during Q1 2026, while 25 fully exited. 87 added to existing positions and 10 trimmed.
How is institutional ownership of ACDC changing?
ACDC institutional ownership rose by 5.24 percentage points quarter-over-quarter, with a net change of +11 holders.
How concentrated is ACDC ownership among the top holders?
The top 10 institutions account for 54.2% of all reported 13F value in ACDC, and the top 25 account for 81.9%.
Where does this ACDC institutional ownership data come from?
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.