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 |
|---|---|---|---|---|---|
| Heck Capital Advisors, LLC | 1,500 | $15.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,380 | $14.0K | 0.00% | +397+40.4% | Added |
| Northwestern Mutual Wealth Management Co | 1,000 | $10.1K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 909 | $9.22K | 0.00% | −54−5.6% | Reduced |
| Quadrant Capital Group LLC | 765 | $7.76K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 687 | $6.97K | 0.00% | +425+162.2% | Added |
| True Wealth Design, LLC | 680 | $6.90K | 0.00% | +453+199.6% | Added |
| Signaturefd, LLC | 528 | $5.35K | 0.00% | +241+84.0% | Added |
| Parallel Advisors, LLC | 429 | $4.35K | 0.00% | +108+33.6% | Added |
| Quarry LP | 313 | $3.17K | 0.00% | −5,061−94.2% | Reduced |
| Coldstream Capital Management Inc | 255 | $2.59K | 0.00% | +255 | New |
| Caitong International Asset Management Co., Ltd | 250 | $2.54K | 0.00% | +250 | New |
| GAMMA Investing LLC | 228 | $2.31K | 0.00% | +222+3,700.0% | Added |
| Jones Financial Companies LLLP | 200 | $2.04K | 0.00% | +170+566.7% | Added |
| Rothschild Investment LLC | 150 | $1.52K | 0.00% | +50+50.0% | Added |
| SBI Securities Co., Ltd. | 144 | $1.46K | 0.00% | +48+50.0% | Added |
| Bryn Mawr Trust Co | 127 | $1.29K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 105 | $1.06K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 101 | $1.02K | 0.00% | +101 | New |
| 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 |
| Farther Finance Advisors, LLC | 85 | $857 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 70 | $710 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 60 | $609 | 0.00% | +60 | New |
| Principal Securities, Inc. | 61 | $560 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 43 | $436 | 0.00% | +43 | New |
| IFP Advisors, Inc | 41 | $416 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 40 | $406 | 0.00% | +40 | New |
| Hexagon Capital Partners LLC | 19 | $193 | 0.00% | +19 | New |
| Covestor Ltd | 11 | $0 | 0.00% | −8−42.1% | Reduced |
| Nuveen, LLC | 13,399,811 | – | – | +13,399,811 | New |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −1,180,693−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −710,576−100.0% | Sold out |
| Altium Capital Management LP | 0 | $0 | 0.00% | −264,562−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −248,846−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −155,850−100.0% | Sold out |
| Divisadero Street Capital Management, LP | 0 | $0 | 0.00% | −119,348−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −106,309−100.0% | Sold out |
| Soviero Asset Management, LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −83,303−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −53,069−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −49,500−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −35,866−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −30,030−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −27,330−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −26,746−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −21,895−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −20,431−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −18,736−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −18,689−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −18,488−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −17,401−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −13,920−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −12,247−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −10,513−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −10,341−100.0% | Sold out |
| Am Investment Strategies LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| AlTi Global, Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Elk River Wealth Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −9,369−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Arcadia Investment Management Corp | 0 | $0 | 0.00% | −2,545−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −1,827−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −1,294−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Zions Bancorporation, N.A. | – | – | – | – | Not filed |
| Fernwood Investment Management, LLC | – | – | – | – | Not filed |
| Fairhaven Wealth Management, LLC | – | – | – | – | Not filed |
| Sugarloaf Wealth Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |