Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in ARDT held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | CHAI TRUST CO LLC | 77.2M | $661.2M | 0.0% | 53.982% | 55.96% |
| 2 | Ventas, Inc. | 9.3M | $80.0M | 0.0% | 6.529% | 100.00% |
| 3 | GOLDENTREE ASSET MANAGEMENT LP | 2.3M | $19.7M | 0.0% | 1.610% | 1.17% |
| 4 | AMERIPRISE FINANCIAL INC | 1.8M | $15.2M | +58.4% | 1.242% | 0.00% |
| 5 | BlackRock, Inc. | 1.8M | $15.1M | +3.1% | 1.229% | 0.00% |
| 6 | CastleKnight Management LP | 1.1M | $9.2M | -7.8% | 0.753% | 0.79% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 1.0M | $8.6M | — | 0.705% | 0.00% |
| 8 | AQR CAPITAL MANAGEMENT LLC | 942K | $8.1M | +64.2% | 0.658% | 0.00% |
| 9 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 931K | $8.0M | -1.7% | 0.650% | 0.16% |
| 10 | ExodusPoint Capital Management, LP | 658K | $5.6M | — | 0.460% | 0.05% |
| 11 | STATE STREET CORP | 586K | $5.0M | +9.1% | 0.410% | 0.00% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 561K | $4.8M | +3.1% | 0.392% | 0.00% |
| 13 | Empowered Funds, LLC | 536K | $4.6M | -2.9% | 0.374% | 0.03% |
| 14 | FIRST TRUST ADVISORS LP | 479K | $4.1M | +70.9% | 0.335% | 0.00% |
| 15 | UBS Group AG | 451K | $3.9M | +286.3% | 0.315% | 0.00% |
| 16 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 443K | $3.8M | -7.0% | 0.309% | 0.01% |
| 17 | BANK OF AMERICA CORP /DE/ | 361K | $3.1M | +11.6% | 0.252% | 0.00% |
| 18 | MORGAN STANLEY | 292K | $2.5M | -59.9% | 0.204% | 0.00% |
| 19 | VANGUARD PORTFOLIO MANAGEMENT LLC | 280K | $2.4M | — | 0.195% | 0.00% |
| 20 | DENALI ADVISORS LLC | 249K | $2.1M | 0.0% | 0.174% | 0.24% |
| 21 | TWO SIGMA INVESTMENTS, LP | 246K | $2.1M | +92.7% | 0.172% | 0.00% |
| 22 | NORTHERN TRUST CORP | 246K | $2.1M | +2.0% | 0.172% | 0.00% |
| 23 | Bank of New York Mellon Corp | 241K | $2.1M | +4.2% | 0.169% | 0.00% |
| 24 | GOLDMAN SACHS GROUP INC | 219K | $1.9M | -12.5% | 0.153% | 0.00% |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 196K | $1.7M | -3.4% | 0.137% | 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 ARDT — a direct measure of their conviction.
Filings activity in ARDT during Q1 2026, grouped by how each filer changed its position.
7 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 | 133 | +5.6% | 67.58% | 2.76 pp | $904M | 3.9% |
| Q4 2025 | 126 | +5.0% | 70.34% | 35.08 pp | $941M | 33% |
| Q3 2025 | 120 | +9.1% | 105.42% | +8.57 pp | $1.41B | +8.8% |
| Q2 2025 | 110 | +2.8% | 96.85% | +0.02 pp | $1.30B | +0.0% |
| Q1 2025 | 107 | +24% | 96.83% | 29.29 pp | $1.30B | 23% |
| Q4 2024 | 86 | +19% | 126.12% | +0.84 pp | $1.69B | +0.7% |
| Q3 2024 | 72 | — | 125.28% | — | $1.68B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ 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 |
|---|---|---|---|---|---|
| Jun 5, 2026 | LUMSDAINE ALFRED | Buy | 10K | $8.81 | $88K |
| Jun 5, 2026 | DeMichiei Robert | Buy | 11K | $8.73 | $98K |
Quick answers to the most common questions about buying ARDT stock.
Based on Q1 2026 13F filings, institutional ownership of Ardent Health Partners, LLC stands at 67.6%, held across 133 reporting institutions.
CHAI TRUST CO LLC is the largest reported institutional holder of ARDT, with approximately 77,246,499 shares worth $0.66B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of ARDT, including TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for ARDT is 41 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
31 institutions opened new positions in ARDT during Q1 2026, while 24 fully exited. 44 added to existing positions and 57 trimmed.
ARDT institutional ownership fell by 2.76 percentage points quarter-over-quarter, with a net change of +7 holders.
The top 10 institutions account for 91.9% of all reported 13F value in ARDT, and the top 25 account for 97.0%.
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.
Ardent Health Partners, LLC (ARDT) Institutional Ownership