Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in ADT held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 133.3M | $876.0M | 0.0% | 17.747% | 0.69% |
| 2 | Apollo Management Holdings, L.P. | 102.0M | $670.1M | 0.0% | 13.576% | 10.87% |
| 3 | BlackRock, Inc. | 62.8M | $412.3M | +145.4% | 8.353% | 0.01% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 45.8M | $300.7M | β | 6.092% | 0.02% |
| 5 | DIMENSIONAL FUND ADVISORS LP | 39.9M | $262.1M | +9.7% | 5.309% | 0.05% |
| 6 | AQR CAPITAL MANAGEMENT LLC | 33.5M | $220.4M | -25.4% | 4.465% | 0.10% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 22.3M | $146.6M | β | 2.970% | 0.00% |
| 8 | ALLIANCEBERNSTEIN L.P. | 16.4M | $132.5M | -4.0% | 2.186% | 0.04% |
| 9 | ARIEL INVESTMENTS, LLC | 19.5M | $128.0M | -9.7% | 2.592% | 1.43% |
| 10 | STATE STREET CORP | 19.0M | $125.6M | +61.5% | 2.524% | 0.00% |
| 11 | PRUDENTIAL FINANCIAL INC | 12.6M | $82.8M | +116.5% | 1.677% | 0.10% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 11.1M | $73.0M | +1.8% | 1.478% | 0.00% |
| 13 | WASATCH ADVISORS INC | 7.0M | $46.3M | -0.1% | 0.938% | 0.31% |
| 14 | JUPITER ASSET MANAGEMENT LTD | 6.9M | $45.1M | +1004.9% | 0.913% | 0.24% |
| 15 | Allianz Asset Management GmbH | 6.8M | $45.0M | -51.6% | 0.912% | 0.05% |
| 16 | UBS Group AG | 6.6M | $43.2M | +213.0% | 0.874% | 0.01% |
| 17 | TWO SIGMA INVESTMENTS, LP | 6.0M | $39.6M | +30.8% | 0.802% | 0.03% |
| 18 | MORGAN STANLEY | 5.9M | $38.5M | -31.0% | 0.780% | 0.00% |
| 19 | FMR LLC | 5.0M | $32.8M | +2.3% | 0.665% | 0.00% |
| 20 | Bank of New York Mellon Corp | 4.9M | $32.0M | +35.9% | 0.648% | 0.01% |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.2M | $27.8M | +9.9% | 0.564% | 0.00% |
| 22 | Quantinno Capital Management LP | 3.6M | $23.9M | +191.1% | 0.484% | 0.04% |
| 23 | NORTHERN TRUST CORP | 3.6M | $23.5M | +25.2% | 0.476% | 0.00% |
| 24 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 3.5M | $22.9M | +196.5% | 0.464% | 0.07% |
| 25 | JANUS HENDERSON GROUP PLC | 3.4M | $22.3M | +33.0% | 0.451% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in ADT β a direct measure of their conviction.
Filings activity in ADT during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new ADT position in Q1 2026
Institutions that fully closed their ADT position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 437 | 1.8% | 90.99% | 22.15 pp | $4.65B | 20% |
| Q4 2025 | 445 | 0.4% | 113.14% | 8.09 pp | $5.78B | 6.7% |
| Q3 2025 | 447 | +7.5% | 121.23% | 78.76 pp | $6.19B | 46% |
| Q2 2025 | 416 | +16% | 199.99% | +82.76 pp | $11.55B | +93% |
| Q1 2025 | 358 | +14% | 117.23% | 21.64 pp | $5.99B | 16% |
| Q4 2024 | 313 | +14% | 138.87% | +26.71 pp | $7.09B | +24% |
| Q3 2024 | 274 | +5.0% | 112.16% | 30.45 pp | $5.73B | 21% |
| Q2 2024 | 261 | β | 142.61% | β | $7.29B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as the highest-conviction signal because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| May 29, 2026 | Likosar Jeffrey | Buy | 15K | $6.75 | $101K |
| May 8, 2026 | Houston Daniel Joseph | Buy | 36K | $6.87 | $250K |
Quick answers to the most common questions about buying ADT stock.
Based on Q1 2026 13F filings, institutional ownership of ADT Inc. stands at 91.0%, held across 437 reporting institutions.
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO is the largest reported institutional holder of ADT, with approximately 133,333,333 shares worth $0.88B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of ADT, including TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for ADT is 34 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
95 institutions opened new positions in ADT during Q1 2026, while 103 fully exited. 94 added to existing positions and 244 trimmed.
ADT institutional ownership fell by 22.15 percentage points quarter-over-quarter, with a net change of -8 holders.
The top 10 institutions account for 70.4% of all reported 13F value in ADT, and the top 25 account for 83.3%.
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.
ADT Inc. (ADT) Institutional Ownership