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, Q1 2023
Institutional positions in Alphatec Holdings, Inc. as of Mar 31, 2023. 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
- 184
- +4 vs. Q4 2022
- Shares held
- 59.0M
- +5.43M (+10.1%) vs. Q4 2022
- Total value
- $919.9M
- +$258.7M (+39.1%) vs. Q4 2022
- New holders
- 32
- 64 more added
- Sold out
- 28
- 49 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Alphatec Holdings, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 28 | $437 | 0.00% | +9+47.4% | Added |
| CWM, LLC | 83 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 66 | $1.03K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 100 | $1.56K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 100 | $1.56K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 186 | $2.90K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 200 | $3.12K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 437 | $6.82K | 0.00% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 425 | $7.00K | 0.02% | +425 | New |
| Point72 Middle East FZE | 656 | $10.2K | 0.00% | −5,599−89.5% | Reduced |
| US Bancorp | 876 | $13.7K | 0.00% | −3,377−79.4% | Reduced |
| IFP Advisors, Inc | 3,871 | $15.4K | 0.00% | −800−17.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,000 | $15.6K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,000 | $15.6K | 0.00% | +1,000 | New |
| HighMark Wealth Management LLC | 1,150 | $17.9K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,250 | $19.5K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,600 | $25.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 1,900 | $29.6K | 0.00% | +1,900 | New |
| Belpointe Asset Management LLC | 2,177 | $34.0K | 0.00% | +177+8.9% | Added |
| Tower Research Capital LLC (TRC) | 2,139 | $34.0K | 0.00% | −12,835−85.7% | Reduced |
| State of Wyoming | 2,365 | $36.9K | 0.01% | +2,365 | New |
| Allspring Global Investments Holdings, LLC | 2,376 | $37.1K | 0.00% | +2,376 | New |
| Macquarie Group Ltd | 2,566 | $40.0K | 0.00% | +2,566 | New |
| MCF Advisors LLC | 2,736 | $42.7K | 0.00% | −255−8.5% | Reduced |
| Nisa Investment Advisors, LLC | 2,822 | $44.0K | 0.00% | −1,390−33.0% | Reduced |
| Front Row Advisors LLC | 3,000 | $47.0K | 0.02% | 00.0% | Unchanged |
| Great West Life Assurance Co | 3,231 | $50.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,893 | $60.7K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,972 | $62.0K | 0.00% | −536−11.9% | Reduced |
| FMR LLC | 4,273 | $66.7K | 0.00% | +2,190+105.1% | Added |
| Ameritas Investment Partners, Inc. | 5,397 | $84.2K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 5,683 | $88.7K | 0.00% | +3,369+145.6% | Added |
| Counterpoint Mutual Funds LLC | 6,802 | $106.1K | 0.09% | +6,802 | New |
| Newton One Investments LLC | 7,000 | $109.2K | 0.07% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,421 | $115.8K | 0.00% | +636+9.4% | Added |
| Advisor Group Holdings, Inc. | 7,386 | $115.9K | 0.00% | +2,461+50.0% | Added |
| SG Americas Securities, LLC | 7,959 | $124.0K | 0.00% | +7,959 | New |
| Amalgamated Bank | 10,002 | $156.0K | 0.00% | −1,252−11.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 10,000 | $156.0K | 0.01% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 10,000 | $156.0K | 0.04% | 00.0% | Unchanged |
| Stifel Financial Corp | 11,183 | $174.5K | 0.00% | +11,183 | New |
| Y-Intercept (Hong Kong) Ltd | 11,296 | $176.2K | 0.02% | +11,296 | New |
| Aquatic Capital Management LLC | 11,700 | $183.0K | 0.01% | −12,900−52.4% | Reduced |
| Pictet Asset Management SA | 12,505 | $195.1K | 0.00% | +12,505 | New |
| CIBC Private Wealth Group, LLC | 12,904 | $201.3K | 0.00% | 00.0% | Unchanged |
| Port Capital LLC | 13,000 | $203.0K | 0.01% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 13,667 | $213.0K | 0.02% | +13,667 | New |
| Petrus Trust Company, LTA | 13,664 | $213.2K | 0.03% | +13,664 | New |
| Focus Financial Network, Inc. | 13,699 | $213.7K | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 13,654 | $214.0K | 0.00% | +826+6.4% | Added |
| Oppenheimer Asset Management Inc. | 14,405 | $224.7K | 0.00% | +14,405 | New |
| Arcadia Investment Management Corp | 14,744 | $230.0K | 0.05% | +5,523+59.9% | Added |
| Commonwealth Equity Services, LLC | 14,837 | $231.0K | 0.00% | +1,024+7.4% | Added |
| Lido Advisors, LLC | 15,857 | $247.4K | 0.00% | −1,038−6.1% | Reduced |
| Ziegler Capital Management, LLC | 16,111 | $251.3K | 0.01% | +16,111 | New |
| Axq Capital, LP | 16,206 | $252.8K | 0.10% | +16,206 | New |
| Verition Fund Management LLC | 17,362 | $270.8K | 0.00% | +7,250+71.7% | Added |
| Spouting Rock Asset Management, LLC | 17,472 | $272.6K | 0.10% | −688−3.8% | Reduced |
| Valeo Financial Advisors, LLC | 18,125 | $282.8K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 18,900 | $294.8K | 0.02% | −600−3.1% | Reduced |
| Courier Capital LLC | 19,100 | $298.0K | 0.03% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 19,284 | $300.8K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 20,005 | $312.1K | 0.00% | −327−1.6% | Reduced |
| Arizona State Retirement System | 21,308 | $332.4K | 0.00% | +636+3.1% | Added |
| HRT Financial LP | 21,372 | $333.0K | 0.00% | −176,240−89.2% | Reduced |
| Kula Investments, LLC | 21,441 | $334.5K | 0.08% | −1,421−6.2% | Reduced |
| Ten Capital Wealth Advisors, LLC | 21,600 | $337.0K | 0.11% | 00.0% | Unchanged |
| Captrust Financial Advisors | 22,843 | $356.4K | 0.00% | +131+0.6% | Added |
| Handelsbanken Fonder AB | 23,800 | $371.0K | 0.00% | +10,400+77.6% | Added |
| Rehmann Capital Advisory Group | 23,950 | $373.6K | 0.04% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 25,590 | $399.2K | 0.03% | +25,590 | New |
| Aigen Investment Management, LP | 26,140 | $407.8K | 0.06% | +2,571+10.9% | Added |
| Fox Run Management, L.L.C. | 26,423 | $412.2K | 0.13% | +26,423 | New |
| BFSG, LLC | 27,300 | $426.0K | 0.08% | 00.0% | Unchanged |
| Voya Investment Management LLC | 27,861 | $434.6K | 0.00% | −491−1.7% | Reduced |
| CX Institutional | 28,080 | $443.7K | 0.02% | +28,080 | New |
| Manufacturers Life Insurance Company, The | 29,951 | $467.2K | 0.00% | +1,464+5.1% | Added |
| New York Life Investment Management LLC | 30,597 | $477.3K | 0.01% | +30,597 | New |
| Raymond James & Associates | 31,685 | $494.3K | 0.00% | +2,675+9.2% | Added |
| Algert Global LLC | 32,338 | $504.5K | 0.02% | +32,338 | New |
| Ameriprise Financial Inc | 32,367 | $504.9K | 0.00% | −6,049−15.7% | Reduced |
| Walleye Trading LLC | 33,502 | $522.6K | 0.02% | +10,601+46.3% | Added |
| Voloridge Investment Management, LLC | 33,976 | $530.0K | 0.00% | +33,976 | New |
| Legal & General Group Plc | 34,407 | $536.8K | 0.00% | +1,369+4.1% | Added |
| Wells Fargo & Company | 34,811 | $543.1K | 0.00% | +25,614+278.5% | Added |
| American International Group, Inc. | 34,983 | $545.7K | 0.00% | +696+2.0% | Added |
| Graham Capital Management, L.P. | 35,669 | $556.4K | 0.02% | −90,572−71.7% | Reduced |
| Rockefeller Capital Management L.P. | 36,634 | $571.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 36,662 | $571.9K | 0.01% | −713−1.9% | Reduced |
| Barclays PLC | 36,705 | $572.6K | 0.00% | +17,243+88.6% | Added |
| Blair William & Co | 37,575 | $586.2K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 39,114 | $610.2K | 0.00% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 42,146 | $657.5K | 2.73% | +1,126+2.7% | Added |
| UBS Group AG | 42,292 | $659.8K | 0.00% | +7,292+20.8% | Added |
| Cyndeo Wealth Partners, LLC | 46,841 | $730.7K | 0.08% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 48,031 | $749.3K | 0.00% | +5,320+12.5% | Added |
| Jane Street Group, LLC | 51,447 | $802.6K | 0.00% | −143,788−73.6% | Reduced |
| Occudo Quantitative Strategies LP | 57,457 | $896.3K | 0.08% | +33,190+136.8% | Added |
| Phillips Financial Management, LLC | 67,707 | $1.06M | 0.10% | −50−0.1% | Reduced |