Ranked by reported Q2 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. | 11.3M | $98.0M | +12.3% | 7.365% | 0.00% |
| 2 | UBS Group AG | 7.2M | $62.5M | +1.0% | 4.702% | 0.01% |
| 3 | BRAIDWELL LP | 6.5M | $56.5M | +200.6% | 4.247% | 2.09% |
| 4 | AMERICAN CENTURY COMPANIES INC | 6.5M | $56.4M | +1.5% | 4.241% | 0.02% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 5.1M | $44.3M | +4.3% | 3.331% | 0.00% |
| 6 | BNP Paribas Asset Management Holding S.A. | 3.5M | $30.6M | -2.2% | 2.300% | 0.03% |
| 7 | STATE STREET CORP | 3.5M | $30.1M | +14.8% | 2.264% | 0.00% |
| 8 | ROYAL BANK OF CANADA | 3.5M | $30.0M | -38.4% | 2.252% | 0.00% |
| 9 | JACOBS LEVY EQUITY MANAGEMENT, INC | 3.4M | $29.0M | — | 2.180% | 0.10% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 3.2M | $27.6M | +9.7% | 2.074% | 0.00% |
| 11 | CITADEL ADVISORS LLC | 2.7M | $23.3M | +146.1% | 1.751% | 0.00% |
| 12 | Nuveen, LLC | 2.6M | $22.5M | -8.7% | 1.692% | 0.01% |
| 13 | TREMBLANT CAPITAL GROUP | 2.6M | $22.3M | +17.6% | 1.676% | 0.64% |
| 14 | AQR CAPITAL MANAGEMENT LLC | 2.4M | $20.6M | +72.2% | 1.552% | 0.01% |
| 15 | EMERALD ADVISERS, LLC | 2.1M | $18.2M | +16.4% | 1.368% | 0.43% |
| 16 | BANK OF AMERICA CORP /DE/ | 2.0M | $17.1M | -22.8% | 1.285% | 0.00% |
| 17 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2.0M | $17.1M | +52.8% | 1.284% | 0.03% |
| 18 | Cerity Partners LLC | 1.9M | $16.3M | +3.3% | 1.224% | 0.02% |
| 19 | GOLDMAN SACHS GROUP INC | 1.7M | $14.3M | -15.5% | 1.076% | 0.00% |
| 20 | RAYMOND JAMES FINANCIAL INC | 1.6M | $14.2M | +63.1% | 1.066% | 0.00% |
| 21 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.6M | $13.5M | +208.6% | 1.018% | 0.01% |
| 22 | MORGAN STANLEY | 1.5M | $13.3M | -7.0% | 0.999% | 0.00% |
| 23 | Penn Capital Management Company, LLC | 1.5M | $12.9M | +6.5% | 0.968% | 0.82% |
| 24 | NORTHERN TRUST CORP | 1.4M | $12.4M | +5.1% | 0.929% | 0.00% |
| 25 | EMERALD MUTUAL FUND ADVISERS TRUST | 1.3M | $10.9M | +8.8% | 0.818% | 0.38% |
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 Q2 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 266 | 6.7% | 76.77% | 1.91 pp | $1.02B | 22% |
| Q1 2026 | 285 | +1.1% | 78.68% | 7.17 pp | $1.30B | 50% |
| Q4 2025 | 282 | +3.7% | 85.85% | +7.08 pp | $2.62B | +59% |
| Q3 2025 | 272 | +16% | 78.77% | +6.06 pp | $1.65B | +46% |
| Q2 2025 | 235 | +4.0% | 72.71% | 103.94 pp | $1.13B | 57% |
| Q1 2025 | 226 | +1.3% | 176.65% | +117.26 pp | $2.62B | +261% |
| Q4 2024 | 223 | +5.2% | 59.39% | +1.32 pp | $726M | +67% |
| Q3 2024 | 212 | — | 58.07% | — | $435M | — |
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 Q2 2026 13F filings, institutional ownership of Alphatec Holdings, Inc. stands at 76.8%, held across 266 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of ATEC, with approximately 11,326,677 shares worth $0.10B as of Q2 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of ATEC, including CITADEL ADVISORS LLC.
Our composite Smart Money Score for ATEC is 32 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
34 institutions opened new positions in ATEC during Q2 2026, while 53 fully exited. 55 added to existing positions and 169 trimmed.
ATEC institutional ownership fell by 1.91 percentage points quarter-over-quarter, with a net change of -19 holders.
The top 10 institutions account for 45.7% of all reported 13F value in ATEC, and the top 25 account for 70.2%.
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