ATEC Institutional Ownership & Shareholders
ALPHATEC HOLDINGS INC (ATEC) is currently held by 271 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $968.96M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of ATEC tracked by InsiderSet, reporting ownership valued at approximately $97.98M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $79.74M, representing an estimated loss of -18.61% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 43% of the total disclosed ATEC value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Braidwell Lp, American Century Companies Inc, and several other long-term asset managers with concentrated positions in ALPHATEC HOLDINGS INC (ATEC).
This page ranks the largest institutional ATEC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
271
Total Reported Value
$968.96M
Largest Holder
Blackrock, Inc.
Largest Position
$97.98M
Insider Transactions (90d)
4
Latest Filing Quarter
Q2 2026
New Institutional Positions
48
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 11,326,677 | $97,975,756 | $79,739,806 | -$18,235,950 | -18.61% | |
| Braidwell Lp | 2.09% | 6,531,439 | $56,496,947 | $45,981,331 | -$10,515,616 | -18.61% | |
| American Century Companies Inc | 0.02% | 6,521,659 | $56,412,361 | $45,912,479 | -$10,499,882 | -18.61% | |
| Vanguard Capital Management Llc | 0.00% | 5,122,681 | $44,311,191 | $36,063,674 | -$8,247,517 | -18.61% | |
| Bnp Paribas Asset Management Holding S.A. | 0.03% | 3,536,538 | $30,591,053 | $24,897,228 | -$5,693,825 | -18.61% | |
| State Street Corp | 0.00% | 3,481,349 | $30,113,669 | $24,508,697 | -$5,604,972 | -18.61% | |
| Jacobs Levy Equity Management, Inc | 0.10% | 3,352,133 | $28,995,950 | $23,599,016 | -$5,396,934 | -18.61% | |
| Geode Capital Management, Llc | 0.00% | 3,188,894 | $27,589,169 | $22,449,814 | -$5,139,355 | -18.63% | |
| Royal Bank Of Canada | 0.00% | 2,995,410 | $25,910,000 | $21,087,686 | -$4,822,314 | -18.61% | |
| Nuveen, Llc | 0.01% | 2,601,600 | $22,503,840 | $18,315,264 | -$4,188,576 | -18.61% | |
| Tremblant Capital Group | 0.64% | 2,577,799 | $22,297,961 | $18,147,705 | -$4,150,256 | -18.61% | |
| Citadel Advisors Llc | 0.01% | 2,461,400 | $21,291,110 | $17,328,256 | -$3,962,854 | -18.61% | |
| Aqr Capital Management Llc | 0.01% | 2,386,326 | $20,641,719 | $16,799,735 | -$3,841,984 | -18.61% | |
| Emerald Advisers, Llc | 0.43% | 2,104,451 | $18,203,501 | $14,815,335 | -$3,388,166 | -18.61% | |
| Ubs Group Ag | 0.00% | 2,018,823 | $17,462,819 | $14,212,514 | -$3,250,305 | -18.61% | |
| Bank Of America Corp | 0.00% | 1,976,534 | $17,097,019 | $13,914,799 | -$3,182,220 | -18.61% | |
| Nomura Asset Management International Inc. | 0.03% | 1,974,452 | $17,079,000 | $13,900,142 | -$3,178,858 | -18.61% | |
| Cerity Partners Llc | 0.02% | 1,881,945 | $16,278,822 | $13,248,893 | -$3,029,929 | -18.61% | |
| Goldman Sachs Group Inc | 0.00% | 1,654,423 | $14,310,759 | $11,647,138 | -$2,663,621 | -18.61% | |
| Raymond James Financial Inc | 0.00% | 1,639,330 | $14,180,204 | $11,540,883 | -$2,639,321 | -18.61% | |
| Arrowstreet Capital, Limited Partnership | 0.01% | 1,564,766 | $13,535,226 | $11,015,953 | -$2,519,273 | -18.61% | |
| Morgan Stanley | 0.00% | 1,535,750 | $13,284,251 | $10,811,680 | -$2,472,571 | -18.61% | |
| Penn Capital Management Company, Llc | 0.82% | 1,488,060 | $12,893,541 | $10,475,942 | -$2,417,599 | -18.75% | |
| Northern Trust Corp | 0.00% | 1,428,231 | $12,354,198 | $10,054,746 | -$2,299,452 | -18.61% | |
| Emerald Mutual Fund Advisers Trust | 0.38% | 1,258,086 | $10,882,444 | $8,856,925 | -$2,025,519 | -18.61% | |
| Granite Investment Partners, Llc | 0.54% | 1,213,570 | $10,497,381 | $8,543,533 | -$1,953,848 | -18.61% | |
| Vanguard Portfolio Management Llc | 0.00% | 1,198,123 | $10,363,764 | $8,434,786 | -$1,928,978 | -18.61% | |
| Aberdeen Group Plc | 0.01% | 1,188,581 | $10,281,226 | $8,367,610 | -$1,913,616 | -18.61% | |
| Freestone Grove Partners Lp | 0.07% | 1,173,065 | $10,147,012 | $8,258,378 | -$1,888,634 | -18.61% | |
| Millennium Management Llc | 0.01% | 1,145,837 | $9,911,490 | $8,066,692 | -$1,844,798 | -18.61% | |
| New York State Common Retirement Fund | 0.01% | 1,100,625 | $9,520,406 | $7,748,400 | -$1,772,006 | -18.61% | |
| Paradigm Capital Management Inc/Ny | 0.26% | 1,088,200 | $9,412,930 | $7,660,928 | -$1,752,002 | -18.61% | |
| First Eagle U.S. Value | Jean-Marie Eveillard | 0.01% | 996,637 | $8,620,910 | $7,016,324 | -$1,604,586 | -18.61% |
| Charles Schwab Investment Management Inc | 0.00% | 995,314 | $8,609,466 | $7,007,011 | -$1,602,455 | -18.61% | |
| Fmr Llc | 0.00% | 925,732 | $8,007,585 | $6,517,153 | -$1,490,432 | -18.61% | |
| Deutsche Bank Ag\ | 0.00% | 925,186 | $8,002,859 | $6,513,309 | -$1,489,550 | -18.61% | |
| Vanguard Fiduciary Trust Co | 0.00% | 847,952 | $7,334,785 | $5,969,582 | -$1,365,203 | -18.61% | |
| Two Sigma Investments, Lp | 0.01% | 823,496 | $7,123,240 | $5,797,412 | -$1,325,828 | -18.61% | |
| Panagora Asset Management Inc | 0.02% | 779,004 | $6,738,385 | $5,484,188 | -$1,254,197 | -18.61% | |
| Jpmorgan Chase & Co | 0.00% | 663,062 | $6,349,354 | $4,667,956 | -$1,681,398 | -26.48% | |
| King Luther Capital Management Corp | 0.02% | 680,706 | $5,888,107 | $4,792,170 | -$1,095,937 | -18.61% | |
| Motley Fool Asset Management Llc | 0.22% | 569,046 | $5,872,555 | $4,006,084 | -$1,866,471 | -31.78% | |
| Rice Hall James & Associates, Llc | 0.28% | 657,864 | $5,690,524 | $4,631,363 | -$1,059,161 | -18.61% | |
| Congress Asset Management Co | 0.04% | 532,069 | $5,490,952 | $3,745,766 | -$1,745,186 | -31.78% | |
| Susquehanna Portfolio Strategies, Llc | 0.08% | 607,576 | $5,255,532 | $4,277,335 | -$978,197 | -18.61% | |
| Russell Investments Group, Ltd. | 0.00% | 491,358 | $4,250,255 | $3,459,160 | -$791,095 | -18.61% | |
| Parkman Healthcare Partners Llc | 0.40% | 449,943 | $3,892,007 | $3,167,599 | -$724,408 | -18.61% | |
| Kopp Family Office, Llc | 2.12% | 330,266 | $3,408,345 | $2,325,073 | -$1,083,272 | -31.78% | |
| Pdt Partners, Llc | 0.18% | 387,592 | $3,352,671 | $2,728,648 | -$624,023 | -18.61% | |
| Bank Of Montreal | 0.00% | 366,841 | $3,173,175 | $2,582,561 | -$590,614 | -18.61% |
Frequently asked questions about ATEC
Who are the largest institutional holders of ATEC?
The largest institutional holders of ATEC reported in the latest SEC Form 13F filings include Blackrock, Inc., Braidwell Lp, American Century Companies Inc, Vanguard Capital Management Llc, and Bnp Paribas Asset Management Holding S.A.. InsiderSet ranks institutional holders by their latest reported ATEC position.
What is ATEC institutional ownership?
This page tracks ATEC positions reported by institutional investment managers through SEC Form 13F. ALPHATEC HOLDINGS INC (ATEC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ATEC?
InsiderSet currently tracks 271 institutional managers reporting ATEC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ATEC shareholders.
How much ATEC stock do institutions own?
Institutional investment managers disclosed approximately $968.96M in ATEC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ATEC institutional ownership last updated?
The latest ATEC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ATEC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ATEC position after the reporting date.
Are institutions buying or selling ATEC?
Institutional buying and selling can be analyzed by comparing ATEC positions across consecutive 13F reporting periods. InsiderSet's ATEC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ATEC ownership changes.
How has ATEC institutional ownership changed over time?
InsiderSet tracks ATEC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.