Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in ALRM held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 9.1M | $394.6M | -1.2% | 18.473% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.0M | $170.8M | — | 7.998% | 0.01% |
| 3 | DISCIPLINED GROWTH INVESTORS INC /MN | 3.3M | $141.2M | -4.3% | 6.609% | 2.89% |
| 4 | BANK OF MONTREAL /CAN/ | 2.8M | $119.1M | +23.6% | 5.575% | 0.05% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2.2M | $93.0M | — | 4.355% | 0.00% |
| 6 | STATE STREET CORP | 2.0M | $87.9M | +0.7% | 4.117% | 0.00% |
| 7 | MORGAN STANLEY | 1.3M | $54.5M | -5.6% | 2.554% | 0.00% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.3M | $54.2M | +2.9% | 2.539% | 0.00% |
| 9 | DIMENSIONAL FUND ADVISORS LP | 1.1M | $48.3M | +1.1% | 2.259% | 0.01% |
| 10 | GENEVA CAPITAL MANAGEMENT LLC | 1.1M | $46.2M | -7.3% | 2.163% | 0.98% |
| 11 | FMR LLC | 969K | $41.9M | +20.6% | 1.959% | 0.00% |
| 12 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 779K | $33.7M | +43.9% | 1.575% | 0.02% |
| 13 | GOLDMAN SACHS GROUP INC | 715K | $30.9M | +11.7% | 1.446% | 0.00% |
| 14 | TWO SIGMA INVESTMENTS, LP | 681K | $29.4M | +120.0% | 1.377% | 0.02% |
| 15 | NORTHERN TRUST CORP | 642K | $27.7M | -0.3% | 1.298% | 0.00% |
| 16 | RIVERBRIDGE PARTNERS LLC | 593K | $25.6M | -18.0% | 1.199% | 0.63% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 580K | $25.0M | +1.9% | 1.172% | 0.00% |
| 18 | BNP PARIBAS ARBITRAGE, SA | 458K | $19.8M | -24.0% | 0.925% | 0.01% |
| 19 | Select Equity Group, L.P. | 392K | $16.9M | +14.1% | 0.793% | 0.09% |
| 20 | BROWN CAPITAL MANAGEMENT LLC | 359K | $15.5M | -28.8% | 0.726% | 2.20% |
| 21 | DEUTSCHE BANK AG\ | 357K | $15.4M | -14.4% | 0.722% | 0.01% |
| 22 | Nuveen, LLC | 351K | $15.2M | +10.9% | 0.710% | 0.00% |
| 23 | Qube Research & Technologies Ltd | 349K | $15.1M | -9.5% | 0.706% | 0.02% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 342K | $14.8M | — | 0.691% | 0.00% |
| 25 | BANK OF AMERICA CORP /DE/ | 342K | $14.8M | -4.1% | 0.691% | 0.00% |
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 ALRM — a direct measure of their conviction.
Filings activity in ALRM 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 | 291 | 3.6% | 84.48% | 19.36 pp | $1.95B | 19% |
| Q4 2025 | 302 | +0.7% | 103.84% | +0.61 pp | $2.40B | +0.6% |
| Q3 2025 | 300 | 1.6% | 103.23% | 9.14 pp | $2.38B | 8.1% |
| Q2 2025 | 305 | +0.7% | 112.37% | +3.21 pp | $2.59B | +2.9% |
| Q1 2025 | 303 | 0.3% | 109.16% | 24.98 pp | $2.52B | 19% |
| Q4 2024 | 304 | +4.5% | 134.14% | +28.43 pp | $3.09B | +27% |
| Q3 2024 | 291 | 1.4% | 105.71% | 73.67 pp | $2.44B | 41% |
| Q2 2024 | 295 | — | 179.38% | — | $4.14B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying ALRM stock.
Based on Q1 2026 13F filings, institutional ownership of Alarm.com Holdings, Inc. stands at 84.5%, held across 291 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of ALRM, with approximately 9,136,795 shares worth $0.39B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of ALRM, including TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for ALRM is 33 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
38 institutions opened new positions in ALRM during Q1 2026, while 49 fully exited. 73 added to existing positions and 180 trimmed.
ALRM institutional ownership fell by 19.36 percentage points quarter-over-quarter, with a net change of -11 holders.
The top 10 institutions account for 62.1% of all reported 13F value in ALRM, and the top 25 account for 79.6%.
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.
Alarm.com Holdings, Inc. (ALRM) Institutional Ownership