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 2025
Institutional positions in Alphatec Holdings, Inc. as of Mar 31, 2025. 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
- 231
- +8 vs. Q4 2024
- Shares held
- 102.0M
- +20.2M (+24.7%) vs. Q4 2024
- Total value
- $898.8M
- +$147.4M (+19.6%) vs. Q4 2024
- New holders
- 42
- 80 more added
- Sold out
- 34
- 67 more reduced
6 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| 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 2025
Shares, value and share of portfolio for each institution holding Alphatec Holdings, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 11 | $0 | 0.00% | −8−42.1% | Reduced |
| Hexagon Capital Partners LLC | 19 | $193 | 0.00% | +19 | New |
| Stephens Consulting, LLC | 40 | $406 | 0.00% | +40 | New |
| IFP Advisors, Inc | 41 | $416 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 43 | $436 | 0.00% | +43 | New |
| Principal Securities, Inc. | 61 | $560 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 60 | $609 | 0.00% | +60 | New |
| SRS Capital Advisors, Inc. | 70 | $710 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 85 | $857 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 100 | $1.01K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 100 | $1.01K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 101 | $1.02K | 0.00% | +101 | New |
| Sterling Capital Management LLC | 105 | $1.06K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 127 | $1.29K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 144 | $1.46K | 0.00% | +48+50.0% | Added |
| Rothschild Investment LLC | 150 | $1.52K | 0.00% | +50+50.0% | Added |
| Jones Financial Companies LLLP | 200 | $2.04K | 0.00% | +170+566.7% | Added |
| GAMMA Investing LLC | 228 | $2.31K | 0.00% | +222+3,700.0% | Added |
| Caitong International Asset Management Co., Ltd | 250 | $2.54K | 0.00% | +250 | New |
| Coldstream Capital Management Inc | 255 | $2.59K | 0.00% | +255 | New |
| Quarry LP | 313 | $3.17K | 0.00% | −5,061−94.2% | Reduced |
| Parallel Advisors, LLC | 429 | $4.35K | 0.00% | +108+33.6% | Added |
| Signaturefd, LLC | 528 | $5.35K | 0.00% | +241+84.0% | Added |
| True Wealth Design, LLC | 680 | $6.90K | 0.00% | +453+199.6% | Added |
| EverSource Wealth Advisors, LLC | 687 | $6.97K | 0.00% | +425+162.2% | Added |
| Quadrant Capital Group LLC | 765 | $7.76K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 909 | $9.22K | 0.00% | −54−5.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,000 | $10.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,380 | $14.0K | 0.00% | +397+40.4% | Added |
| Heck Capital Advisors, LLC | 1,500 | $15.2K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,935 | $19.6K | 0.00% | +789+68.8% | Added |
| Allworth Financial LP | 1,754 | $20.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,328 | $23.6K | 0.00% | −15,620−87.0% | Reduced |
| Innovative Advisory Group, LLC | 2,500 | $25.4K | 0.02% | −2,500−50.0% | Reduced |
| MAI Capital Management | 2,500 | $25.4K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 2,859 | $29.0K | 0.00% | −257−8.2% | Reduced |
| Richards, Merrill & Peterson, Inc. | 3,000 | $30.4K | 0.02% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 3,300 | $33.5K | 0.00% | +3,300 | New |
| Amalgamated Bank | 3,605 | $37.0K | 0.00% | +458+14.6% | Added |
| Nisa Investment Advisors, LLC | 4,669 | $47.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5,317 | $53.9K | 0.00% | +5,317 | New |
| Newton One Investments LLC | 5,500 | $55.8K | 0.02% | 00.0% | Unchanged |
| Quest Partners LLC | 8,715 | $88.4K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 9,054 | $91.8K | 0.03% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 10,000 | $101.4K | 0.01% | +10,000 | New |
| FORA Capital, LLC | 10,100 | $102.4K | 0.01% | +10,100 | New |
| CenterStar Asset Management, LLC | 10,200 | $103.4K | 0.15% | −1,600−13.6% | Reduced |
| Pallas Capital Advisors LLC | 10,320 | $104.6K | 0.00% | +10,320 | New |
| Chilton Investment Co LLC | 10,325 | $104.7K | 0.00% | −1,208−10.5% | Reduced |
| Assenagon Asset Management S.A. | 10,447 | $105.9K | 0.00% | −2,079−16.6% | Reduced |
| State of Wisconsin Investment Board | 10,615 | $107.6K | 0.00% | +10,615 | New |
| Ameritas Investment Partners, Inc. | 10,890 | $110.4K | 0.00% | 00.0% | Unchanged |
| PKS Advisory Services, LLC | 10,951 | $111.0K | 0.03% | +10,951 | New |
| Victory Capital Management Inc | 11,139 | $112.9K | 0.00% | −1,194−9.7% | Reduced |
| Captrust Financial Advisors | 11,245 | $114.0K | 0.00% | +11,245 | New |
| Avidian Wealth Solutions, LLC | 11,500 | $116.6K | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 11,914 | $121.0K | 0.00% | +1,192+11.1% | Added |
| Great West Life Assurance Co | 12,420 | $126.0K | 0.00% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 13,009 | $131.9K | 0.00% | −85−0.6% | Reduced |
| Port Capital LLC | 13,000 | $132.0K | 0.01% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 13,144 | $133.3K | 0.00% | +1,552+13.4% | Added |
| Net Worth Advisory Group | 13,166 | $133.5K | 0.04% | +237+1.8% | Added |
| Focus Financial Network, Inc. | 13,699 | $138.9K | 0.01% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 13,718 | $139.1K | 0.00% | −198,526−93.5% | Reduced |
| Corton Capital Inc. | 14,060 | $142.6K | 0.47% | +14,060 | New |
| Sherbrooke Park Advisers LLC | 14,118 | $143.2K | 0.07% | +14,118 | New |
| CIBC Private Wealth Group, LLC | 15,504 | $146.2K | 0.00% | −1,650−9.6% | Reduced |
| Pictet Asset Management Holding SA | 14,999 | $152.1K | 0.00% | +3,148+26.6% | Added |
| Teacher Retirement System of Texas | 15,535 | $157.5K | 0.00% | +15,535 | New |
| Wrapmanager Inc | 15,809 | $160.3K | 0.04% | −6,547−29.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 15,943 | $161.7K | 0.01% | −583−3.5% | Reduced |
| HSBC Holdings PLC | 16,352 | $165.6K | 0.00% | +575+3.6% | Added |
| RiverPark Advisors, LLC | 16,557 | $167.9K | 0.13% | +7,149+76.0% | Added |
| FMR LLC | 18,241 | $185.0K | 0.00% | +2,730+17.6% | Added |
| Belpointe Asset Management LLC | 18,500 | $187.6K | 0.01% | +3,500+23.3% | Added |
| PEAK6 LLC | 18,565 | $188.2K | 0.01% | −11,014−37.2% | Reduced |
| KLP Kapitalforvaltning AS | 18,900 | $191.6K | 0.00% | −5,900−23.8% | Reduced |
| ProShare Advisors LLC | 22,536 | $228.5K | 0.00% | −6,783−23.1% | Reduced |
| CIBC World Markets Corp | 23,099 | $234.2K | 0.00% | +23,099 | New |
| Police & Firemen's Retirement System of New Jersey | 23,150 | $234.7K | 0.00% | +2,511+12.2% | Added |
| Cetera Investment Advisers | 23,456 | $237.8K | 0.00% | −1,839−7.3% | Reduced |
| Rehmann Capital Advisory Group | 23,950 | $242.9K | 0.02% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 23,954 | $242.9K | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 24,503 | $248.5K | 0.00% | +918+3.9% | Added |
| Shell Asset Management Co | 25,056 | $254.0K | 0.01% | −1,042−4.0% | Reduced |
| EntryPoint Capital, LLC | 25,210 | $255.6K | 0.12% | +25,210 | New |
| Dynamic Technology Lab Private Ltd | 25,343 | $257.0K | 0.04% | +25,343 | New |
| Raymond James Financial Inc | 25,497 | $258.5K | 0.00% | −13,531−34.7% | Reduced |
| CX Institutional | 27,080 | $275.0K | 0.01% | +27,080 | New |
| BFSG, LLC | 27,605 | $279.9K | 0.03% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 28,535 | $289.3K | 0.01% | −50,000−63.7% | Reduced |
| Eldridge Investment Advisors, Inc. | 29,185 | $295.9K | 0.07% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 29,626 | $300.4K | 0.00% | +2,921+10.9% | Added |
| Arizona State Retirement System | 30,474 | $309.0K | 0.00% | −83−0.3% | Reduced |
| CWM, LLC | 31,336 | $318.0K | 0.00% | +12,598+67.2% | Added |
| Birchview Capital, LP | 33,000 | $334.6K | 0.29% | −25,000−43.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 34,100 | $345.8K | 0.00% | 00.0% | Unchanged |
| Norden Group LLC | 35,727 | $362.3K | 0.04% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 36,458 | $370.0K | 0.00% | −471−1.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 37,581 | $381.1K | 0.02% | +4,769+14.5% | Added |