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 2026
Institutional positions in Alphatec Holdings, Inc. as of Mar 31, 2026. 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
- 285
- +6 vs. Q4 2025
- Shares held
- 113.1M
- +2.53M (+2.3%) vs. Q4 2025
- Total value
- $1.23B
- −$1.09B (−47.0%) vs. Q4 2025
- New holders
- 56
- 109 more added
- Sold out
- 50
- 78 more reduced
6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Alphatec Holdings, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Empirical Asset Management, LLC | 15,531 | $169.0K | 0.04% | +15,531 | New |
| PharVision Advisers, LLC | 15,222 | $165.6K | 1.68% | +3,043+25.0% | Added |
| Diversified Trust Co | 14,876 | $161.8K | 0.00% | +2,227+17.6% | Added |
| RiverPark Advisors, LLC | 14,842 | $161.5K | 0.06% | −193−1.3% | Reduced |
| Sentinus, LLC | 14,597 | $158.8K | 0.01% | +14,597 | New |
| State of Wyoming | 14,302 | $155.6K | 0.02% | +12,536+709.9% | Added |
| Belpointe Asset Management LLC | 14,155 | $154.0K | 0.01% | +105+0.7% | Added |
| Focus Financial Network, Inc. | 13,699 | $149.0K | 0.01% | 00.0% | Unchanged |
| Third View Private Wealth, LLC | 13,694 | $149.0K | 0.02% | −2,227−14.0% | Reduced |
| Great West Life Assurance Co | 12,948 | $142.0K | 0.00% | −125−1.0% | Reduced |
| Victory Capital Management Inc | 12,991 | $141.3K | 0.00% | −325−2.4% | Reduced |
| Ballentine Partners, LLC | 12,695 | $138.1K | 0.00% | −77−0.6% | Reduced |
| M&T Bank Corp | 12,145 | $132.1K | 0.00% | −491−3.9% | Reduced |
| Avidian Wealth Solutions, LLC | 11,554 | $125.7K | 0.00% | +11+0.1% | Added |
| Canada Pension Plan Investment Board | 11,400 | $124.0K | 0.00% | −166,700−93.6% | Reduced |
| Tower Research Capital LLC (TRC) | 11,351 | $123.5K | 0.00% | +469+4.3% | Added |
| Merit Financial Group, LLC | 11,257 | $122.5K | 0.00% | +1,409+14.3% | Added |
| Colony Group, LLC | 10,803 | $117.5K | 0.00% | +10,803 | New |
| Xponance, Inc. | 10,722 | $116.7K | 0.00% | +10,722 | New |
| Argent Trust Co | 10,671 | $116.1K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 10,612 | $115.5K | 0.00% | +10,612 | New |
| Stephens Inc | 10,524 | $114.5K | 0.00% | +51+0.5% | Added |
| Walleye Trading LLC | 10,384 | $113.0K | 0.00% | +10,384 | New |
| Redhawk Wealth Advisors, Inc. | 10,335 | $112.4K | 0.01% | +10,335 | New |
| Chilton Investment Co LLC | 10,325 | $112.3K | 0.00% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 10,108 | $110.0K | 0.01% | −12,837−55.9% | Reduced |
| Park National Corp | 10,090 | $109.8K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 10,000 | $108.8K | 0.01% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 9,872 | $107.4K | 0.12% | +9,872 | New |
| Ameritas Investment Partners, Inc. | 9,692 | $105.4K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 9,505 | $103.4K | 0.02% | +9,505 | New |
| State of Alaska, Department of Revenue | 8,266 | $89.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 8,034 | $87.4K | 0.00% | +2,534+46.1% | Added |
| Smartleaf Asset Management LLC | 6,780 | $74.6K | 0.00% | +6,586+3,394.8% | Added |
| China Universal Asset Management Co., Ltd. | 6,400 | $69.6K | 0.01% | +1,400+28.0% | Added |
| MAI Capital Management | 5,787 | $63.0K | 0.00% | +3,269+129.8% | Added |
| Newton One Investments LLC | 5,500 | $59.8K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 4,118 | $45.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 3,969 | $43.2K | 0.01% | −169−4.1% | Reduced |
| Allworth Financial LP | 3,651 | $39.7K | 0.00% | +1,546+73.4% | Added |
| US Bancorp | 3,248 | $35.3K | 0.00% | +2,289+238.7% | Added |
| MCF Advisors LLC | 2,790 | $30.4K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2,694 | $29.3K | 0.01% | +2,694 | New |
| SRS Capital Advisors, Inc. | 2,557 | $27.7K | 0.00% | −502−16.4% | Reduced |
| Ensign Peak Advisors, Inc | 2,450 | $26.7K | 0.00% | +2,450 | New |
| Northwestern Mutual Wealth Management Co | 1,935 | $21.1K | 0.00% | −636−24.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,539 | $16.7K | 0.00% | −110−6.7% | Reduced |
| Larson Financial Group LLC | 1,159 | $12.6K | 0.00% | −1,134−49.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,104 | $12.0K | 0.00% | +1,104 | New |
| Signaturefd, LLC | 1,065 | $11.6K | 0.00% | −14−1.3% | Reduced |
| Brown Brothers Harriman & Co | 1,000 | $10.9K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 763 | $8.30K | 0.00% | −18−2.3% | Reduced |
| Quadrant Capital Group LLC | 696 | $7.57K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 657 | $7.15K | 0.00% | +430+189.4% | Added |
| Parallel Advisors, LLC | 598 | $6.51K | 0.00% | +263+78.5% | Added |
| Optiver Holding B.V. | 590 | $6.42K | 0.00% | +116+24.5% | Added |
| Jones Financial Companies LLLP | 581 | $6.35K | 0.00% | +382+192.0% | Added |
| Bessemer Group Inc | 520 | $6.00K | 0.00% | +520 | New |
| Lazard Asset Management LLC | 544 | $5.92K | 0.00% | −6,421−92.2% | Reduced |
| First Command Advisory Services, Inc. | 455 | $4.95K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 410 | $4.62K | 0.00% | +81+24.6% | Added |
| Huntington National Bank | 392 | $4.26K | 0.00% | −2−0.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 381 | $4.14K | 0.00% | +281+281.0% | Added |
| Millstone Evans Group, LLC | 365 | $3.97K | 0.00% | +365 | New |
| Caption Management, LLC | 300 | $3.26K | 0.00% | +300 | New |
| GAMMA Investing LLC | 246 | $2.68K | 0.00% | −422−63.2% | Reduced |
| True Wealth Design, LLC | 196 | $2.13K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 190 | $2.07K | 0.00% | +190 | New |
| Basecamp Wealth Advisors LLC | 168 | $1.83K | 0.00% | +168 | New |
| Elequin Capital LP | 127 | $1.38K | 0.00% | −402−76.0% | Reduced |
| IFP Advisors, Inc | 118 | $1.28K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 114 | $1.24K | 0.00% | +101+776.9% | Added |
| Parkside Financial Bank & Trust | 105 | $1.14K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 103 | $1.12K | 0.00% | +103 | New |
| UMA Financial Services, Inc. | 101 | $1.10K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 100 | $1.09K | 0.00% | +100 | New |
| McGuire Capital Advisors Inc | 75 | $816 | 0.00% | +75 | New |
| Clearstead Advisors, LLC | 31 | $338 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 43 | $328 | 0.00% | +43 | New |
| Sunbelt Securities, Inc. | 27 | $294 | 0.00% | −28−50.9% | Reduced |
| JPL Wealth Management, LLC | 18 | $196 | 0.00% | +18 | New |
| Godfrey Financial Associates, Inc. | 15 | $163 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 14 | $152 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $33 | 0.00% | +3 | New |
| Covestor Ltd | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −2,858,771−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −1,635,100−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −669,266−100.0% | Sold out |
| Defilade Capital Management, L.P. | 0 | $0 | 0.00% | −626,754−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −615,420−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −595,937−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −372,407−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −296,160−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −269,798−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −212,278−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −161,900−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −102,945−100.0% | Sold out |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −95,761−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −75,511−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −60,146−100.0% | Sold out |