Skip to main content

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 2024

Institutional positions in Alphatec Holdings, Inc. as of Dec 31, 2024. 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
229
+15 vs. Q3 2024
Shares held
84.7M
+1.80M (+2.2%) vs. Q3 2024
Total value
$778.1M
+$317.2M (+68.8%) vs. Q3 2024
New holders
47
84 more added
Sold out
32
66 more reduced

2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2024: 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.

Institutional holdersQ4 2024: 229 institutions
Q1 2021: 158 institutionsQ2 2021: 153 institutionsQ3 2021: 165 institutionsQ4 2021: 172 institutionsQ1 2022: 162 institutionsQ2 2022: 161 institutionsQ3 2022: 164 institutionsQ4 2022: 182 institutionsQ1 2023: 184 institutionsQ2 2023: 209 institutionsQ3 2023: 201 institutionsQ4 2023: 206 institutionsQ1 2024: 224 institutionsQ2 2024: 218 institutionsQ3 2024: 216 institutionsQ4 2024: 229 institutionsQ1 2025: 231 institutionsQ2 2025: 239 institutionsQ3 2025: 275 institutionsQ4 2025: 285 institutionsQ1 2026: 285 institutionsQ2 2026: 267 institutions
Value heldQ4 2024: $778.1M
Q1 2021: $692.0MQ2 2021: $681.7MQ3 2021: $648.0MQ4 2021: $611.1MQ1 2022: $609.7MQ2 2022: $329.9MQ3 2022: $447.7MQ4 2022: $666.3MQ1 2023: $919.9MQ2 2023: $1.25BQ3 2023: $904.8MQ4 2023: $1.37BQ1 2024: $1.26BQ2 2024: $976.4MQ3 2024: $461.3MQ4 2024: $778.1MQ1 2025: $898.8MQ2 2025: $1.12BQ3 2025: $1.57BQ4 2025: $2.51BQ1 2026: $1.23BQ2 2026: $966.6M
Institutions holding ATEC and their total value by quarter
QuarterHoldersValue
Q2 2026267$966.6M
Q1 2026285$1.23B
Q4 2025285$2.51B
Q3 2025275$1.57B
Q2 2025239$1.12B
Q1 2025231$898.8M
Q4 2024229$778.1M
Q3 2024216$461.3M
Q2 2024218$976.4M
Q1 2024224$1.26B
Q4 2023206$1.37B
Q3 2023201$904.8M
Q2 2023209$1.25B
Q1 2023184$919.9M
Q4 2022182$666.3M
Q3 2022164$447.7M
Q2 2022161$329.9M
Q1 2022162$609.7M
Q4 2021172$611.1M
Q3 2021165$648.0M
Q2 2021153$681.7M
Q1 2021158$692.0M

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Alphatec Holdings, Inc.; share changes are against Q3 2024.

Institutions holding ATEC in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Manufacturers Life Insurance Company, The55,324$507.9K0.00%−1,064−1.9%Reduced
Creative Planning54,805$503.1K0.00%+6,194+12.7%Added
Graham Capital Management, L.P.53,069$487.2K0.02%−126,536−70.5%Reduced
HighTower Advisors, LLC52,398$481.0K0.00%+166+0.3%Added
Susquehanna International Group, LLP52,008$477.4K0.00%−13,364−20.4%Reduced
Corebridge Financial, Inc.51,755$475.1K0.00%−3,136−5.7%Reduced
Squarepoint Ops LLC50,959$467.8K0.00%−412,342−89.0%Reduced
Janus Henderson Group PLC49,743$456.9K0.00%00.0%Unchanged
Bayesian Capital Management, LP49,500$454.4K0.06%+49,500New
Cyndeo Wealth Partners, LLC46,841$430.0K0.03%00.0%Unchanged
Ameriprise Financial Inc46,354$425.5K0.00%−189,132−80.3%Reduced
High Note Wealth, LLC45,000$413.1K0.11%00.0%Unchanged
Mesirow Financial Investment Management, Inc.44,508$408.6K0.01%+21,546+93.8%Added
Invesco Ltd.44,378$407.4K0.00%−1,002−2.2%Reduced
SG Americas Securities, LLC44,374$407.0K0.00%−229−0.5%Reduced
Independent Financial Group, LLC44,300$406.7K0.01%+23,500+113.0%Added
Price T Rowe Associates Inc41,312$380.0K0.00%+7,770+23.2%Added
Valeo Financial Advisors, LLC40,750$374.1K0.01%+18,325+81.7%Added
Oxford Financial Group Ltd40,000$367.2K0.02%−528−1.3%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.38,942$364.9K0.00%+3,336+9.4%Added
Raymond James Financial Inc39,028$358.3K0.00%+39,028New
Intech Investment Management LLC38,904$357.1K0.00%+4,985+14.7%Added
TownSquare Capital, LLC38,652$354.8K0.00%+159+0.4%Added
Commonwealth Equity Services, LLC36,929$339.0K0.00%+13,246+55.9%Added
IMC-Chicago, LLC35,866$329.3K0.01%−7,471−17.2%Reduced
Norden Group LLC35,727$328.0K0.04%00.0%Unchanged
Ieq Capital, LLC35,229$323.4K0.00%+35,229New
Zurcher Kantonalbank (Zurich Cantonalbank)34,100$313.0K0.00%−968−2.8%Reduced
Semanteon Capital Management, LP32,864$301.7K0.16%+32,864New
Procyon Private Wealth Partners, LLC32,812$301.2K0.02%−25,118−43.4%Reduced
Voya Investment Management LLC30,956$284.2K0.00%−2,629−7.8%Reduced
Arizona State Retirement System30,557$280.5K0.00%+348+1.2%Added
Group One Trading, L.P.30,030$275.7K0.01%+5,762+23.7%Added
PEAK6 LLC29,579$271.5K0.01%+29,579New
ProShare Advisors LLC29,319$269.1K0.00%+9,920+51.1%Added
Eldridge Investment Advisors, Inc.29,185$268.0K0.06%00.0%Unchanged
BFSG, LLC27,605$253.4K0.03%00.0%Unchanged
Man Group plc27,330$250.9K0.00%+11,666+74.5%Added
Fairhaven Wealth Management, LLC26,774$245.8K0.08%00.0%Unchanged
XTX Topco Ltd26,746$245.5K0.02%+14,368+116.1%Added
Advisor Group Holdings, Inc.26,705$245.2K0.00%+13,090+96.1%Added
Schonfeld Strategic Advisors LLC26,300$241.4K0.00%−82,356−75.8%Reduced
Shell Asset Management Co26,098$240.0K0.01%−71−0.3%Reduced
Cetera Investment Advisers25,295$232.2K0.00%−3,938−13.5%Reduced
KLP Kapitalforvaltning AS24,800$227.7K0.00%+24,800New
State Board of Administration of Florida Retirement System23,954$219.9K0.00%00.0%Unchanged
Rehmann Capital Advisory Group23,950$219.9K0.01%00.0%Unchanged
Atria Investments LLC23,585$216.5K0.00%+3,976+20.3%Added
Wrapmanager Inc22,356$205.2K0.05%−16,043−41.8%Reduced
PharVision Advisers, LLC21,895$201.0K0.17%+21,895New
Police & Firemen's Retirement System of New Jersey20,639$189.5K0.00%+20,639New
Lee Financial Co20,431$187.6K0.03%00.0%Unchanged
CWM, LLC18,738$172.0K0.00%+12,683+209.5%Added
Pathstone Holdings, LLC18,736$172.0K0.00%+18,736New
Point72 (DIFC) Ltd18,689$171.6K0.02%+18,689New
M&T Bank Corp18,488$169.7K0.00%+18,488New
CIBC Private Wealth Group, LLC17,154$165.7K0.00%+2,750+19.1%Added
Tower Research Capital LLC (TRC)17,948$164.8K0.00%+8,929+99.0%Added
Keebeck Alpha, LP17,401$159.7K0.17%+17,401New
Mount Yale Investment Advisors, LLC16,526$151.7K0.01%+16,526New
HSBC Holdings PLC15,777$144.2K0.00%−27−0.2%Reduced
FMR LLC15,511$142.4K0.00%+6,258+67.6%Added
Wealth Enhancement Advisory Services, LLC14,960$137.3K0.00%+14,960New
Prelude Capital Management, LLC13,920$127.8K0.01%+13,920New
Focus Financial Network, Inc.13,699$125.8K0.00%00.0%Unchanged
Ballentine Partners, LLC13,094$120.2K0.00%+13,094New
Port Capital LLC13,000$119.0K0.01%00.0%Unchanged
Net Worth Advisory Group12,929$118.7K0.04%−731−5.4%Reduced
Assenagon Asset Management S.A.12,526$115.0K0.00%−27,960−69.1%Reduced
Great West Life Assurance Co12,420$114.0K0.00%00.0%Unchanged
Victory Capital Management Inc12,333$113.2K0.00%−219−1.7%Reduced
Lido Advisors, LLC12,247$112.4K0.00%+953+8.4%Added
Pictet Asset Management Holding SA11,851$108.8K0.00%00.0%Unchanged
CenterStar Asset Management, LLC11,800$108.3K0.24%+11,800New
Oppenheimer Asset Management Inc.11,592$106.4K0.00%+11,592New
Chilton Investment Co LLC11,533$105.9K0.00%+11,533New
Avidian Wealth Solutions, LLC11,500$105.6K0.00%00.0%Unchanged
Belpointe Asset Management LLC15,000$103.5K0.01%−1,000−6.3%Reduced
Ameritas Investment Partners, Inc.10,890$100.0K0.00%+1,342+14.1%Added
Van Eck Associates Corp10,722$98.0K0.00%−8,551−44.4%Reduced
Stephens Inc10,513$96.5K0.00%−11,230−51.6%Reduced
Wexford Capital LP10,341$94.9K0.02%+10,341New
Am Investment Strategies LLC10,000$92.0K0.02%00.0%Unchanged
Elk River Wealth Management, LLC10,000$91.8K0.02%00.0%Unchanged
AlTi Global, Inc.10,000$91.8K0.00%+10,000New
RiverPark Advisors, LLC9,408$86.4K0.07%−4,234−31.0%Reduced
State of Wyoming9,369$86.0K0.01%+9,369New
Tidemark, LLC9,054$83.1K0.03%00.0%Unchanged
Quest Partners LLC8,715$80.0K0.01%+8,715New
Lazard Asset Management LLC8,348$76.0K0.00%+8,348New
Newton One Investments LLC5,500$50.5K0.02%+5,500New
Quarry LP5,374$49.3K0.01%+2,375+79.2%Added
Innovative Advisory Group, LLC5,000$45.9K0.04%+5,000New
Nisa Investment Advisors, LLC4,669$42.9K0.00%+4,234+973.3%Added
R Squared Ltd3,200$29.4K0.03%+3,200New
Amalgamated Bank3,147$29.0K0.00%00.0%Unchanged
Comerica Bank3,116$28.6K0.00%+1,248+66.8%Added
Richards, Merrill & Peterson, Inc.3,000$27.5K0.01%+3,000New
Arcadia Investment Management Corp2,545$23.4K0.00%+2,545New
MAI Capital Management2,500$22.9K0.00%+2,500New