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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 66,576 | $675.1K | 0.00% | −31,791−32.3% | Reduced |
| Price T Rowe Associates Inc | 66,495 | $675.0K | 0.00% | +25,183+61.0% | Added |
| HRT Financial LP | 65,547 | $664.0K | 0.00% | −109,218−62.5% | Reduced |
| Stifel Financial Corp | 65,381 | $663.0K | 0.00% | −88,786−57.6% | Reduced |
| Verition Fund Management LLC | 64,018 | $649.1K | 0.00% | −30,629−32.4% | Reduced |
| Ieq Capital, LLC | 63,840 | $647.3K | 0.01% | +28,611+81.2% | Added |
| SEI Investments Co | 61,633 | $625.0K | 0.00% | −45,779−42.6% | Reduced |
| Phillips Financial Management, LLC | 60,553 | $614.0K | 0.05% | 00.0% | Unchanged |
| Franklin Resources Inc | 60,228 | $610.7K | 0.00% | −4,222−6.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 59,987 | $608.3K | 0.00% | +45,027+301.0% | Added |
| Creative Planning | 59,197 | $600.3K | 0.00% | +4,392+8.0% | Added |
| Legato Capital Management LLC | 59,135 | $599.6K | 0.08% | +59,135 | New |
| Intech Investment Management LLC | 58,473 | $592.9K | 0.01% | +19,569+50.3% | Added |
| Manufacturers Life Insurance Company, The | 57,501 | $583.1K | 0.00% | +2,177+3.9% | Added |
| SG Americas Securities, LLC | 56,927 | $577.0K | 0.00% | +12,553+28.3% | Added |
| Corebridge Financial, Inc. | 50,999 | $517.1K | 0.00% | −756−1.5% | Reduced |
| Invesco Ltd. | 50,845 | $515.6K | 0.00% | +6,467+14.6% | Added |
| HighTower Advisors, LLC | 50,361 | $510.7K | 0.00% | −2,037−3.9% | Reduced |
| Janus Henderson Group PLC | 49,743 | $506.6K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 49,561 | $502.5K | 0.00% | +18,605+60.1% | Added |
| Independent Financial Group, LLC | 47,300 | $479.6K | 0.02% | +3,000+6.8% | Added |
| Cyndeo Wealth Partners, LLC | 46,841 | $475.0K | 0.03% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 46,344 | $469.9K | 0.00% | −100.0% | Reduced |
| High Note Wealth, LLC | 45,000 | $456.3K | 0.11% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 44,508 | $453.1K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 44,425 | $450.5K | 0.00% | +44,425 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 40,734 | $413.0K | 0.00% | +1,792+4.6% | Added |
| Valeo Financial Advisors, LLC | 40,450 | $410.2K | 0.01% | −300−0.7% | Reduced |
| Oxford Financial Group Ltd | 40,000 | $405.6K | 0.03% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 38,991 | $395.4K | 0.00% | +339+0.9% | Added |
| Procyon Private Wealth Partners, LLC | 37,581 | $381.1K | 0.02% | +4,769+14.5% | Added |
| Commonwealth Equity Services, LLC | 36,458 | $370.0K | 0.00% | −471−1.3% | Reduced |
| Norden Group LLC | 35,727 | $362.3K | 0.04% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 34,100 | $345.8K | 0.00% | 00.0% | Unchanged |
| Birchview Capital, LP | 33,000 | $334.6K | 0.29% | −25,000−43.1% | Reduced |
| CWM, LLC | 31,336 | $318.0K | 0.00% | +12,598+67.2% | Added |
| Arizona State Retirement System | 30,474 | $309.0K | 0.00% | −83−0.3% | Reduced |
| Advisor Group Holdings, Inc. | 29,626 | $300.4K | 0.00% | +2,921+10.9% | Added |
| Eldridge Investment Advisors, Inc. | 29,185 | $295.9K | 0.07% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 28,535 | $289.3K | 0.01% | −50,000−63.7% | Reduced |
| BFSG, LLC | 27,605 | $279.9K | 0.03% | 00.0% | Unchanged |
| CX Institutional | 27,080 | $275.0K | 0.01% | +27,080 | New |
| Raymond James Financial Inc | 25,497 | $258.5K | 0.00% | −13,531−34.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 25,343 | $257.0K | 0.04% | +25,343 | New |
| EntryPoint Capital, LLC | 25,210 | $255.6K | 0.12% | +25,210 | New |
| Shell Asset Management Co | 25,056 | $254.0K | 0.01% | −1,042−4.0% | Reduced |
| Atria Investments LLC | 24,503 | $248.5K | 0.00% | +918+3.9% | Added |
| State Board of Administration of Florida Retirement System | 23,954 | $242.9K | 0.00% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 23,950 | $242.9K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 23,456 | $237.8K | 0.00% | −1,839−7.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 23,150 | $234.7K | 0.00% | +2,511+12.2% | Added |
| CIBC World Markets Corp | 23,099 | $234.2K | 0.00% | +23,099 | New |
| ProShare Advisors LLC | 22,536 | $228.5K | 0.00% | −6,783−23.1% | Reduced |
| KLP Kapitalforvaltning AS | 18,900 | $191.6K | 0.00% | −5,900−23.8% | Reduced |
| PEAK6 LLC | 18,565 | $188.2K | 0.01% | −11,014−37.2% | Reduced |
| Belpointe Asset Management LLC | 18,500 | $187.6K | 0.01% | +3,500+23.3% | Added |
| FMR LLC | 18,241 | $185.0K | 0.00% | +2,730+17.6% | Added |
| RiverPark Advisors, LLC | 16,557 | $167.9K | 0.13% | +7,149+76.0% | Added |
| HSBC Holdings PLC | 16,352 | $165.6K | 0.00% | +575+3.6% | Added |
| Mount Yale Investment Advisors, LLC | 15,943 | $161.7K | 0.01% | −583−3.5% | Reduced |
| Wrapmanager Inc | 15,809 | $160.3K | 0.04% | −6,547−29.3% | Reduced |
| Teacher Retirement System of Texas | 15,535 | $157.5K | 0.00% | +15,535 | New |
| Pictet Asset Management Holding SA | 14,999 | $152.1K | 0.00% | +3,148+26.6% | Added |
| CIBC Private Wealth Group, LLC | 15,504 | $146.2K | 0.00% | −1,650−9.6% | Reduced |
| Sherbrooke Park Advisers LLC | 14,118 | $143.2K | 0.07% | +14,118 | New |
| Corton Capital Inc. | 14,060 | $142.6K | 0.47% | +14,060 | New |
| Polar Asset Management Partners Inc. | 13,718 | $139.1K | 0.00% | −198,526−93.5% | Reduced |
| Focus Financial Network, Inc. | 13,699 | $138.9K | 0.01% | 00.0% | Unchanged |
| Net Worth Advisory Group | 13,166 | $133.5K | 0.04% | +237+1.8% | Added |
| Oppenheimer Asset Management Inc. | 13,144 | $133.3K | 0.00% | +1,552+13.4% | Added |
| Port Capital LLC | 13,000 | $132.0K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 13,009 | $131.9K | 0.00% | −85−0.6% | Reduced |
| Great West Life Assurance Co | 12,420 | $126.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 11,914 | $121.0K | 0.00% | +1,192+11.1% | Added |
| Avidian Wealth Solutions, LLC | 11,500 | $116.6K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 11,245 | $114.0K | 0.00% | +11,245 | New |
| Victory Capital Management Inc | 11,139 | $112.9K | 0.00% | −1,194−9.7% | Reduced |
| PKS Advisory Services, LLC | 10,951 | $111.0K | 0.03% | +10,951 | New |
| Ameritas Investment Partners, Inc. | 10,890 | $110.4K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 10,615 | $107.6K | 0.00% | +10,615 | New |
| Assenagon Asset Management S.A. | 10,447 | $105.9K | 0.00% | −2,079−16.6% | Reduced |
| Chilton Investment Co LLC | 10,325 | $104.7K | 0.00% | −1,208−10.5% | Reduced |
| Pallas Capital Advisors LLC | 10,320 | $104.6K | 0.00% | +10,320 | New |
| CenterStar Asset Management, LLC | 10,200 | $103.4K | 0.15% | −1,600−13.6% | Reduced |
| FORA Capital, LLC | 10,100 | $102.4K | 0.01% | +10,100 | New |
| Segment Wealth Management, LLC | 10,000 | $101.4K | 0.01% | +10,000 | New |
| Tidemark, LLC | 9,054 | $91.8K | 0.03% | 00.0% | Unchanged |
| Quest Partners LLC | 8,715 | $88.4K | 0.01% | 00.0% | Unchanged |
| Newton One Investments LLC | 5,500 | $55.8K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5,317 | $53.9K | 0.00% | +5,317 | New |
| Nisa Investment Advisors, LLC | 4,669 | $47.3K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 3,605 | $37.0K | 0.00% | +458+14.6% | Added |
| Canada Pension Plan Investment Board | 3,300 | $33.5K | 0.00% | +3,300 | New |
| Richards, Merrill & Peterson, Inc. | 3,000 | $30.4K | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 2,859 | $29.0K | 0.00% | −257−8.2% | 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 |
| Tower Research Capital LLC (TRC) | 2,328 | $23.6K | 0.00% | −15,620−87.0% | Reduced |
| Allworth Financial LP | 1,754 | $20.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,935 | $19.6K | 0.00% | +789+68.8% | Added |