Alphatec Holdings, Inc.
ATEC- Exchange
- Nasdaq
- Industry
- Surgical & Medical Instruments & Apparatus
- SEC CIK
- 0001350653
In the last 90 days, Alphatec Holdings, Inc. insiders filed 1 open-market purchase and 1 sale; 267 institutions reported holding it in 13F filings for Q2 2026, worth $966.6M in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in Alphatec Holdings, Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 182
- +20 vs. Q3 2022
- Shares held
- 54.0M
- +3.04M (+6.0%) vs. Q3 2022
- Total value
- $666.3M
- +$221.2M (+49.7%) vs. Q3 2022
- New holders
- 36
- 65 more added
- Sold out
- 16
- 40 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ATEC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 267 | $966.6M |
| Q1 2026 | 285 | $1.23B |
| Q4 2025 | 285 | $2.51B |
| Q3 2025 | 275 | $1.57B |
| Q2 2025 | 239 | $1.12B |
| Q1 2025 | 231 | $898.8M |
| Q4 2024 | 229 | $778.1M |
| Q3 2024 | 216 | $461.3M |
| Q2 2024 | 218 | $976.4M |
| Q1 2024 | 224 | $1.26B |
| Q4 2023 | 206 | $1.37B |
| Q3 2023 | 201 | $904.8M |
| Q2 2023 | 209 | $1.25B |
| Q1 2023 | 184 | $919.9M |
| Q4 2022 | 182 | $666.3M |
| Q3 2022 | 164 | $447.7M |
| Q2 2022 | 161 | $329.9M |
| Q1 2022 | 162 | $609.7M |
| Q4 2021 | 172 | $611.1M |
| Q3 2021 | 165 | $648.0M |
| Q2 2021 | 153 | $681.7M |
| Q1 2021 | 158 | $692.0M |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Alphatec Holdings, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 14 | $0 | 0.00% | −1−6.7% | Reduced |
| CIBC Private Wealth Group, LLC | 12,904 | $159 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 19 | $235 | 0.00% | +19 | New |
| Lindbrook Capital, LLC | 32 | $395 | 0.00% | −42−56.8% | Reduced |
| Accurate Wealth Management, LLC | 50 | $598 | 0.00% | +50 | New |
| Elequin Capital LP | 59 | $729 | 0.00% | +59 | New |
| Bell Investment Advisors, Inc | 66 | $815 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 83 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 100 | $1.24K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 100 | $1.24K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 186 | $2.30K | 0.00% | +119+177.6% | Added |
| Column Capital Advisors, LLC | 200 | $2.47K | 0.00% | +200 | New |
| Sugarloaf Wealth Management, LLC | 437 | $5.40K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,285 | $6.20K | 0.00% | +2,285 | New |
| Northwestern Mutual Wealth Management Co | 1,000 | $12.3K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,150 | $14.2K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,250 | $15.4K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,315 | $16.2K | 0.00% | +1,315 | New |
| Quarry LP | 1,441 | $17.8K | 0.02% | +1,441 | New |
| IFP Advisors, Inc | 4,671 | $18.0K | 0.00% | +2,471+112.3% | Added |
| Allworth Financial LP | 1,600 | $19.8K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,000 | $24.7K | 0.00% | +2,000 | New |
| FMR LLC | 2,083 | $25.7K | 0.00% | −538−20.5% | Reduced |
| Citigroup Inc | 2,314 | $28.6K | 0.00% | −539−18.9% | Reduced |
| MCF Advisors LLC | 2,991 | $36.9K | 0.00% | +475+18.9% | Added |
| Front Row Advisors LLC | 3,000 | $37.0K | 0.02% | −1,000−25.0% | Reduced |
| Great West Life Assurance Co | 3,231 | $40.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,893 | $48.1K | 0.00% | 00.0% | Unchanged |
| Worth Venture Partners, LLC | 4,000 | $49.4K | 0.03% | +4,000 | New |
| Nisa Investment Advisors, LLC | 4,212 | $52.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,253 | $52.5K | 0.00% | −329−7.2% | Reduced |
| Metropolitan Life Insurance Co | 4,508 | $55.7K | 0.00% | +1,188+35.8% | Added |
| Advisor Group Holdings, Inc. | 4,925 | $61.0K | 0.00% | −212−4.1% | Reduced |
| Group One Trading, L.P. | 5,014 | $61.9K | 0.00% | +1,313+35.5% | Added |
| Ameritas Investment Partners, Inc. | 5,397 | $71.0K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 6,255 | $77.2K | 0.01% | +6,255 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,785 | $83.8K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 7,000 | $86.5K | 0.06% | 00.0% | Unchanged |
| Wells Fargo & Company | 9,197 | $113.6K | 0.00% | −1,299−12.4% | Reduced |
| Arcadia Investment Management Corp | 9,221 | $113.9K | 0.03% | +9,221 | New |
| Elk River Wealth Management, LLC | 10,000 | $123.5K | 0.03% | −25,000−71.4% | Reduced |
| Beacon Investment Advisory Services, Inc. | 10,000 | $123.5K | 0.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 10,112 | $124.9K | 0.00% | +10,112 | New |
| Prelude Capital Management, LLC | 10,339 | $127.7K | 0.01% | −6,521−38.7% | Reduced |
| Quantamental Technologies LLC | 10,584 | $130.7K | 0.06% | −2,586−19.6% | Reduced |
| Belvedere Trading LLC | 10,646 | $131.5K | 0.07% | +10,646 | New |
| Amalgamated Bank | 11,254 | $139.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 11,464 | $141.6K | 0.00% | +117+1.0% | Added |
| Boothbay Fund Management, LLC | 11,601 | $143.3K | 0.00% | +11,601 | New |
| Price T Rowe Associates Inc | 12,828 | $158.0K | 0.00% | +537+4.4% | Added |
| Balyasny Asset Management LLC | 12,927 | $159.6K | 0.00% | +12,927 | New |
| Port Capital LLC | 13,000 | $161.0K | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 13,400 | $165.0K | 0.00% | −6,700−33.3% | Reduced |
| Focus Financial Network, Inc. | 13,699 | $169.2K | 0.01% | +733+5.7% | Added |
| Kestra Private Wealth Services, LLC | 13,700 | $169.2K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 13,813 | $170.0K | 0.00% | −1,000−6.8% | Reduced |
| Tower Research Capital LLC (TRC) | 14,974 | $185.0K | 0.01% | +7,353+96.5% | Added |
| Lido Advisors, LLC | 16,895 | $208.7K | 0.00% | +947+5.9% | Added |
| Cipher Capital LP | 17,028 | $210.3K | 0.04% | +17,028 | New |
| XTX Topco Ltd | 17,085 | $211.0K | 0.04% | +17,085 | New |
| Valeo Financial Advisors, LLC | 18,125 | $223.8K | 0.01% | 00.0% | Unchanged |
| Spouting Rock Asset Management, LLC | 18,160 | $224.3K | 0.17% | +978+5.7% | Added |
| Courier Capital LLC | 19,100 | $235.9K | 0.03% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 19,284 | $238.2K | 0.00% | +410+2.2% | Added |
| Barclays PLC | 19,462 | $240.4K | 0.00% | +16,389+533.3% | Added |
| Independent Financial Group, LLC | 19,500 | $240.8K | 0.02% | −2,500−11.4% | Reduced |
| AQR Capital Management LLC | 20,332 | $251.1K | 0.00% | +82+0.4% | Added |
| Lee Financial Co | 20,431 | $252.3K | 0.04% | 00.0% | Unchanged |
| Arizona State Retirement System | 20,672 | $255.3K | 0.00% | +1,315+6.8% | Added |
| Tudor Investment Corp Et Al | 21,014 | $260.0K | 0.01% | +21,014 | New |
| Bayesian Capital Management, LP | 21,565 | $266.3K | 0.04% | +21,565 | New |
| Ten Capital Wealth Advisors, LLC | 21,600 | $266.8K | 0.11% | 00.0% | Unchanged |
| Captrust Financial Advisors | 22,712 | $280.5K | 0.00% | 00.0% | Unchanged |
| Kula Investments, LLC | 22,862 | $282.3K | 0.10% | +22,862 | New |
| Walleye Trading LLC | 22,901 | $282.8K | 0.01% | −6,202−21.3% | Reduced |
| Bank of America Corp | 23,378 | $288.7K | 0.00% | −9,083−28.0% | Reduced |
| Aigen Investment Management, LP | 23,569 | $291.1K | 0.04% | +23,569 | New |
| Rehmann Capital Advisory Group | 23,950 | $295.8K | 0.03% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 24,040 | $297.0K | 0.01% | +12,020+100.0% | Added |
| Occudo Quantitative Strategies LP | 24,267 | $299.7K | 0.03% | −14,029−36.6% | Reduced |
| Aquatic Capital Management LLC | 24,600 | $304.0K | 0.02% | +24,600 | New |
| Fairhaven Wealth Management, LLC | 26,071 | $322.0K | 0.14% | 00.0% | Unchanged |
| BFSG, LLC | 27,300 | $337.0K | 0.07% | 00.0% | Unchanged |
| Voya Investment Management LLC | 28,352 | $350.1K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 28,487 | $351.8K | 0.00% | +116+0.4% | Added |
| Raymond James & Associates | 29,010 | $358.3K | 0.00% | +29,010 | New |
| Invesco Ltd. | 31,844 | $393.3K | 0.00% | −229−0.7% | Reduced |
| Legal & General Group Plc | 33,038 | $408.0K | 0.00% | +994+3.1% | Added |
| American International Group, Inc. | 34,287 | $423.4K | 0.00% | −124−0.4% | Reduced |
| Simplex Trading, LLC | 34,928 | $431.0K | 0.02% | +34,928 | New |
| UBS Group AG | 35,000 | $432.3K | 0.00% | +23,518+204.8% | Added |
| Rockefeller Capital Management L.P. | 36,634 | $452.0K | 0.00% | 00.0% | Unchanged |
| Advisory Research Inc | 37,157 | $458.9K | 0.04% | +37,157 | New |
| Quantbot Technologies LP | 37,311 | $460.8K | 0.03% | +30,559+452.6% | Added |
| Cullen/Frost Bankers, Inc. | 37,375 | $461.6K | 0.01% | −18,140−32.7% | Reduced |
| Blair William & Co | 37,575 | $464.1K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 38,416 | $474.0K | 0.00% | −644−1.6% | Reduced |
| Man Group plc | 38,784 | $479.0K | 0.00% | −50,316−56.5% | Reduced |
| MetLife Investment Management | 39,114 | $483.1K | 0.00% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 41,020 | $506.6K | 2.13% | 00.0% | Unchanged |