Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in ATEC held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 10.1M | $109.8M | -0.7% | 6.665% | 0.00% |
| 2 | UBS Group AG | 7.2M | $77.9M | +8.1% | 4.728% | 0.01% |
| 3 | AMERICAN CENTURY COMPANIES INC | 6.4M | $69.9M | -1.3% | 4.245% | 0.04% |
| 4 | ROYAL BANK OF CANADA | 5.6M | $61.2M | -4.6% | 3.714% | 0.01% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 4.9M | $53.5M | — | 3.247% | 0.00% |
| 6 | BNP Paribas Asset Management Holding S.A. | 3.6M | $39.3M | +13.8% | 2.389% | 0.05% |
| 7 | STATE STREET CORP | 3.0M | $33.0M | +4.9% | 2.003% | 0.00% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 2.9M | $31.6M | +2.8% | 1.920% | 0.00% |
| 9 | Nuveen, LLC | 2.8M | $31.0M | -0.9% | 1.883% | 0.01% |
| 10 | MILLENNIUM MANAGEMENT LLC | 2.8M | $30.6M | +26.2% | 1.856% | 0.02% |
| 11 | BANK OF AMERICA CORP /DE/ | 2.6M | $27.9M | +26.9% | 1.692% | 0.00% |
| 12 | Point72 Asset Management, L.P. | 2.5M | $27.1M | +126.7% | 1.647% | 0.04% |
| 13 | NEXT CENTURY GROWTH INVESTORS LLC | 2.4M | $25.8M | -2.0% | 1.566% | 1.87% |
| 14 | Hood River Capital Management LLC | 2.3M | $25.0M | +102.1% | 1.520% | 0.25% |
| 15 | TREMBLANT CAPITAL GROUP | 2.2M | $23.8M | +34.9% | 1.448% | 0.77% |
| 16 | BRAIDWELL LP | 2.2M | $23.6M | — | 1.435% | 0.79% |
| 17 | TWO SIGMA INVESTMENTS, LP | 2.0M | $22.2M | +3.8% | 1.350% | 0.02% |
| 18 | GOLDMAN SACHS GROUP INC | 2.0M | $21.3M | -7.7% | 1.294% | 0.00% |
| 19 | OBERWEIS ASSET MANAGEMENT INC/ | 1.9M | $20.8M | +90.8% | 1.261% | 0.61% |
| 20 | Cerity Partners LLC | 1.8M | $19.8M | -0.2% | 1.203% | 0.03% |
| 21 | EMERALD ADVISERS, LLC | 1.8M | $19.7M | +10.3% | 1.194% | 0.62% |
| 22 | MORGAN STANLEY | 1.7M | $18.0M | -62.0% | 1.091% | 0.00% |
| 23 | Penn Capital Management Company, LLC | 1.4M | $15.2M | +30.2% | 0.923% | 1.18% |
| 24 | AQR CAPITAL MANAGEMENT LLC | 1.4M | $15.1M | +129.4% | 0.915% | 0.01% |
| 25 | NORTHERN TRUST CORP | 1.4M | $14.8M | -1.3% | 0.898% | 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 ATEC — a direct measure of their conviction.
Filings activity in ATEC 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 | 280 | +1.4% | 102.57% | 97.42 pp | $1.29B | 49% |
| Q4 2025 | 276 | +4.9% | 199.99% | +76.98 pp | $2.53B | +64% |
| Q3 2025 | 263 | +12% | 123.01% | +33.02 pp | $1.54B | +37% |
| Q2 2025 | 235 | +4.0% | 89.99% | 110.00 pp | $1.13B | 57% |
| Q1 2025 | 226 | +1.3% | 199.99% | +142.03 pp | $2.62B | +261% |
| Q4 2024 | 223 | +5.2% | 57.96% | +23.26 pp | $726M | +67% |
| Q3 2024 | 212 | 1.4% | 34.70% | 38.85 pp | $435M | 53% |
| Q2 2024 | 215 | — | 73.55% | — | $922M | — |
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 ATEC stock.
Based on Q1 2026 13F filings, institutional ownership of Alphatec Holdings, Inc. stands at 102.6%, held across 280 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of ATEC, with approximately 10,088,182 shares worth $0.11B as of Q1 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of ATEC, including MILLENNIUM MANAGEMENT LLC, Point72 Asset Management, L.P., TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for ATEC is 52 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
60 institutions opened new positions in ATEC during Q1 2026, while 56 fully exited. 36 added to existing positions and 182 trimmed.
ATEC institutional ownership fell by 97.42 percentage points quarter-over-quarter, with a net change of +4 holders.
The top 10 institutions account for 41.8% of all reported 13F value in ATEC, and the top 25 account for 66.7%.
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.
Alphatec Holdings, Inc. (ATEC) Institutional Ownership