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, Q3 2025
Institutional positions in Alphatec Holdings, Inc. as of Sep 30, 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
- 275
- +38 vs. Q2 2025
- Shares held
- 108.2M
- +7.24M (+7.2%) vs. Q2 2025
- Total value
- $1.57B
- +$454.5M (+40.6%) vs. Q2 2025
- New holders
- 61
- 88 more added
- Sold out
- 23
- 90 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: 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, Q3 2025
Shares, value and share of portfolio for each institution holding Alphatec Holdings, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 10 | $0 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2 | $29 | 0.00% | −142−98.6% | Reduced |
| Private Trust Co NA | 14 | $204 | 0.00% | +14 | New |
| TD Capital Management LLC | 43 | $625 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 48 | $698 | 0.00% | −166−77.6% | Reduced |
| Sunbelt Securities, Inc. | 55 | $800 | 0.00% | +55 | New |
| Johnson Financial Group, Inc. | 93 | $1.35K | 0.00% | +93 | New |
| Steward Partners Investment Advisory, LLC | 100 | $1.45K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 101 | $1.47K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 105 | $1.53K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 144 | $2.09K | 0.00% | +144 | New |
| Farther Finance Advisors, LLC | 169 | $2.46K | 0.00% | +15+9.7% | Added |
| Rothschild Investment LLC | 180 | $2.62K | 0.00% | −60−25.0% | Reduced |
| Jones Financial Companies LLLP | 190 | $2.85K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 250 | $3.63K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 281 | $4.09K | 0.00% | +1+0.4% | Added |
| True Wealth Design, LLC | 295 | $4.29K | 0.00% | +99+50.5% | Added |
| Walleye Trading LLC | 318 | $4.62K | 0.00% | +318 | New |
| Osterweis Capital Management Inc | 334 | $4.86K | 0.00% | −2,962−89.9% | Reduced |
| Parallel Advisors, LLC | 335 | $4.87K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 391 | $5.68K | 0.00% | +391 | New |
| First Command Advisory Services, Inc. | 455 | $6.62K | 0.00% | +455 | New |
| GAMMA Investing LLC | 560 | $8.14K | 0.00% | +301+116.2% | Added |
| Versant Capital Management, Inc | 664 | $9.65K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 817 | $11.9K | 0.00% | +817 | New |
| Neo Ivy Capital Management | 842 | $12.2K | 0.00% | +842 | New |
| Clearstead Advisors, LLC | 842 | $12.2K | 0.00% | +87+11.5% | Added |
| Optiver Holding B.V. | 898 | $13.1K | 0.00% | +898 | New |
| US Bancorp | 959 | $13.9K | 0.00% | −7,970−89.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,000 | $14.5K | 0.00% | −220−18.0% | Reduced |
| Signaturefd, LLC | 1,065 | $15.5K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,156 | $16.8K | 0.01% | +1,146+11,460.0% | Added |
| Clear Street Markets LLC | 1,197 | $17.4K | 0.01% | +1,197 | New |
| EverSource Wealth Advisors, LLC | 1,627 | $23.7K | 0.00% | −22−1.3% | Reduced |
| Allworth Financial LP | 1,991 | $28.9K | 0.00% | +156+8.5% | Added |
| Aster Capital Management (DIFC) Ltd | 2,314 | $33.6K | 0.02% | +2,314 | New |
| MAI Capital Management | 2,500 | $36.4K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 2,625 | $38.2K | 0.00% | −188−6.7% | Reduced |
| MCF Advisors LLC | 2,635 | $38.3K | 0.00% | +200+8.2% | Added |
| Innovative Advisory Group, LLC | 3,500 | $50.9K | 0.03% | +1,000+40.0% | Added |
| Amalgamated Bank | 3,605 | $52.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,633 | $52.8K | 0.00% | −143−3.8% | Reduced |
| KBC Group NV | 4,118 | $60.0K | 0.00% | +4,118 | New |
| Essential Partners LLC | 4,243 | $61.7K | 0.02% | +281+7.1% | Added |
| Point72 Hong Kong Ltd | 4,524 | $65.8K | 0.00% | −10,232−69.3% | Reduced |
| Acadian Asset Management LLC | 4,981 | $72.0K | 0.00% | +4,981 | New |
| China Universal Asset Management Co., Ltd. | 5,000 | $72.7K | 0.01% | +5,000 | New |
| FNY Investment Advisers, LLC | 5,090 | $74.0K | 0.02% | +5,090 | New |
| Tower Research Capital LLC (TRC) | 5,450 | $79.2K | 0.00% | −9,365−63.2% | Reduced |
| Newton One Investments LLC | 5,500 | $80.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 5,681 | $82.6K | 0.00% | +5,511+3,241.8% | Added |
| Nisa Investment Advisors, LLC | 5,714 | $83.1K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 8,266 | $120.0K | 0.00% | +8,266 | New |
| CIBC Private Wealth Group, LLC | 8,804 | $128.0K | 0.00% | −3,700−29.6% | Reduced |
| Van Eck Associates Corp | 8,976 | $131.0K | 0.00% | −435−4.6% | Reduced |
| Tidemark, LLC | 9,054 | $131.6K | 0.04% | 00.0% | Unchanged |
| Shell Asset Management Co | 9,132 | $133.0K | 0.01% | −11,918−56.6% | Reduced |
| Ameritas Investment Partners, Inc. | 9,692 | $140.9K | 0.00% | −2,153−18.2% | Reduced |
| RWM Asset Management, LLC | 10,000 | $145.4K | 0.02% | +10,000 | New |
| Park National Corp | 10,090 | $146.7K | 0.00% | +10,090 | New |
| Pathstone Holdings, LLC | 10,129 | $147.3K | 0.00% | +10,129 | New |
| Lee Financial Co | 10,215 | $148.5K | 0.02% | +10,215 | New |
| Quest Partners LLC | 10,270 | $149.3K | 0.01% | −1,742−14.5% | Reduced |
| Virginia Retirement Systems Et Al | 10,300 | $149.8K | 0.00% | +10,300 | New |
| Chilton Investment Co LLC | 10,325 | $150.1K | 0.00% | 00.0% | Unchanged |
| Corton Capital Inc. | 10,606 | $154.2K | 0.38% | −8,551−44.6% | Reduced |
| Argent Trust Co | 10,671 | $155.2K | 0.01% | +10,671 | New |
| Wrapmanager Inc | 10,741 | $156.2K | 0.05% | −5,068−32.1% | Reduced |
| PKS Advisory Services, LLC | 10,751 | $156.3K | 0.04% | 00.0% | Unchanged |
| Diversified Trust Co | 10,781 | $156.8K | 0.00% | +10,781 | New |
| Inceptionr LLC | 10,816 | $157.3K | 0.04% | −2,624−19.5% | Reduced |
| NBC Securities, Inc. | 11,032 | $160.4K | 0.01% | +5,073+85.1% | Added |
| Avidian Wealth Solutions, LLC | 11,500 | $167.2K | 0.01% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 11,506 | $167.3K | 0.05% | +11,506 | New |
| Point72 (DIFC) Ltd | 11,547 | $167.9K | 0.01% | +11,547 | New |
| CIBC Bancorp USA Inc. | 12,367 | $179.8K | 0.00% | +12,367 | New |
| Great West Life Assurance Co | 12,420 | $183.0K | 0.00% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 12,772 | $185.7K | 0.00% | −168−1.3% | Reduced |
| Victory Capital Management Inc | 12,932 | $188.0K | 0.00% | −67−0.5% | Reduced |
| Net Worth Advisory Group | 12,973 | $188.5K | 0.05% | −876−6.3% | Reduced |
| Citigroup Inc | 13,108 | $190.6K | 0.00% | −42,557−76.5% | Reduced |
| RiverPark Advisors, LLC | 13,444 | $195.5K | 0.08% | −1,863−12.2% | Reduced |
| Stephens Inc | 13,452 | $195.6K | 0.00% | +568+4.4% | Added |
| Keebeck Alpha, LP | 13,569 | $197.3K | 0.27% | +2,104+18.4% | Added |
| O'Shaughnessy Asset Management, LLC | 13,632 | $198.2K | 0.00% | +13,632 | New |
| Aigen Investment Management, LP | 13,672 | $198.8K | 0.03% | +13,672 | New |
| Focus Financial Network, Inc. | 13,699 | $199.2K | 0.01% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 13,722 | $199.5K | 0.00% | −522−3.7% | Reduced |
| Belpointe Asset Management LLC | 14,050 | $204.3K | 0.01% | −4,450−24.1% | Reduced |
| D. E. Shaw & Co., Inc. | 14,128 | $205.4K | 0.00% | +14,128 | New |
| Segment Wealth Management, LLC | 14,920 | $216.9K | 0.01% | +4,920+49.2% | Added |
| Pictet Asset Management Holding SA | 14,999 | $218.1K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 15,241 | $221.6K | 0.00% | −2,206−12.6% | Reduced |
| State of Wyoming | 16,435 | $239.0K | 0.03% | +5,260+47.1% | Added |
| Atom Investors LP | 17,543 | $255.1K | 0.02% | +17,543 | New |
| Contravisory Investment Management, Inc. | 17,682 | $257.1K | 0.05% | +17,682 | New |
| Rhenman & Partners Asset Management AB | 18,000 | $261.7K | 0.03% | +18,000 | New |
| Raymond James Financial Inc | 18,416 | $267.8K | 0.00% | −5,961−24.5% | Reduced |
| Man Group plc | 19,459 | $282.9K | 0.00% | +19,459 | New |
| ProShare Advisors LLC | 19,837 | $288.4K | 0.00% | −3,953−16.6% | Reduced |