46% buyers of institutions opening or closing positions this quarter
7 more exits than new buyers, ownership fell 12.81 percentage points vs the prior quarter, and no widely-followed fund managers in the top 25.
46% buyers of institutions opening or closing positions this quarter
101.1% institutional ownership
PUNCH & ASSOCIATES portfolio allocation
Institutional ownership vs Medical - Care Facilities peers
No Form 4 insider transactions on file
Latest positioning in ADUS across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in ADUS held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.1M | $289.4M | +10.0% | 16.575% | 0.01% |
| 2 | Capital Research Global Investors | 1.5M | $143.8M | +4.5% | 8.235% | 0.02% |
| 3 | WASATCH ADVISORS INC | 868K | $81.3M | -4.4% | 4.655% | 0.54% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 784K | $73.5M | — | 4.207% | 0.00% |
| 5 | DIMENSIONAL FUND ADVISORS LP | 744K | $69.7M | +11.8% | 3.991% | 0.01% |
| 6 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 729K | $68.3M | -8.2% | 3.911% | 0.49% |
| 7 | STATE STREET CORP | 721K | $67.5M | +2.7% | 3.869% | 0.00% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 482K | $45.1M | +3.3% | 2.583% | 0.00% |
| 9 | MORGAN STANLEY | 449K | $42.0M | -36.5% | 2.408% | 0.00% |
| 10 | PRINCIPAL FINANCIAL GROUP INC | 434K | $40.7M | -1.8% | 2.330% | 0.02% |
| 11 | Invesco Ltd. | 415K | $38.9M | -0.4% | 2.227% | 0.01% |
| 12 | WELLINGTON MANAGEMENT GROUP LLP | 382K | $35.8M | +5.4% | 2.051% | 0.01% |
| 13 | WESTWOOD HOLDINGS GROUP INC | 374K | $35.0M | -0.4% | 2.005% | 0.25% |
| 14 | VANGUARD PORTFOLIO MANAGEMENT LLC | 369K | $34.6M | — | 1.979% | 0.00% |
| 15 | FMR LLC | 349K | $32.7M | +0.3% | 1.873% | 0.00% |
| 16 | TimesSquare Capital Management, LLC | 326K | $30.5M | -8.3% | 1.747% | 0.52% |
| 17 | BANK OF AMERICA CORP /DE/ | 323K | $30.3M | +11.3% | 1.733% | 0.00% |
| 18 | AMERICAN CENTURY COMPANIES INC | 318K | $29.8M | +6570.7% | 1.707% | 0.02% |
| 19 | VOYA INVESTMENT MANAGEMENT LLC | 272K | $25.4M | +4.3% | 1.457% | 0.03% |
| 20 | KENNEDY CAPITAL MANAGEMENT, INC. | 254K | $23.8M | +16.3% | 1.362% | 0.50% |
| 21 | Boston Partners | 255K | $23.7M | +29.2% | 1.366% | 0.02% |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 236K | $22.1M | +3.0% | 1.264% | 0.00% |
| 23 | NORTHERN TRUST CORP | 232K | $21.8M | -9.8% | 1.246% | 0.00% |
| 24 | Nuveen, LLC | 221K | $20.7M | +0.2% | 1.185% | 0.01% |
| 25 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 194K | $18.2M | +6.0% | 1.040% | 1.05% |
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 ADUS — a direct measure of their conviction.
Filings activity in ADUS during Q1 2026, grouped by how each filer changed its position.
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 | 296 | 2.3% | 101.09% | 12.81 pp | $1.76B | 11% |
| Q4 2025 | 303 | +2.0% | 113.90% | 10.54 pp | $1.98B | 8.5% |
| Q3 2025 | 297 | +0.7% | 124.44% | +7.04 pp | $2.16B | +6.0% |
| Q2 2025 | 295 | 2.0% | 117.40% | +17.82 pp | $2.04B | +18% |
| Q1 2025 | 301 | 0.7% | 99.58% | 25.42 pp | $1.73B | 20% |
| Q4 2024 | 303 | 0.7% | 125.00% | 3.17 pp | $2.17B | 2.5% |
| Q3 2024 | 305 | +6.6% | 128.17% | +10.38 pp | $2.23B | +8.8% |
| Q2 2024 | 286 | — | 117.79% | — | $2.05B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for ADUS.
Quick answers to the most common questions about buying ADUS stock.
Based on Q1 2026 13F filings, institutional ownership of Addus HomeCare Corporation stands at 101.1%, held across 296 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of ADUS, with approximately 3,090,230 shares worth $0.29B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of ADUS.
Our composite Smart Money Score for ADUS is 24 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
46 institutions opened new positions in ADUS during Q1 2026, while 53 fully exited. 57 added to existing positions and 191 trimmed.
ADUS institutional ownership fell by 12.81 percentage points quarter-over-quarter, with a net change of — holders.
The top 10 institutions account for 52.5% of all reported 13F value in ADUS, and the top 25 account for 76.6%.
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.