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Analog Devices, Inc.

ADI Technology
$361.35 +$0.33 (0.09%)
Market Cap: $175.1 B
Gurus Holding
18
Popularity Rank
#63
% of Shares Held
0.93%
Net Activity (Q2 2026)
-$421.24 M

Guru Ownership Trend

Guru Analysis for Analog Devices, Inc. (ADI)

Analog Devices, Inc. (ADI), a key player in the Technology sector, continues to attract institutional attention.

As of Q2 2026, a total of 18 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.63 B.

Top institutional holders include First Pacific Advisors and Tom Gayner.

Notably, First Pacific Advisors has expressed high conviction in this stock, allocating 7.85% of their equity portfolio to it.

Institutional sentiment is currently Bearish. This is evidenced by a $421.24 M net outflow during the quarter.

Recent activity highlights Ray Dalio who increased their stake by 269.0%. Conversely, Jefferies Group reduced exposure by 98.9%.

Key Holders

Top 5 by Value

$397.04 M
$358.98 M
$131.1 M
$80.71 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$130.81 M
Total Buy Value
New Buys 4
Additions 3
-$552.05 M
Total Sell Value
Reductions 11
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
13
Net Buyers
7

FAQs for Analog Devices, Inc. (ADI)

Major holders include First Pacific Advisors ($634.88 M), Tom Gayner ($397.04 M), Cliff Asness ($358.98 M). According to the latest reported data, 18 tracked investment managers collectively hold approximately 4.51 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $421.24 M, with 7 managers increasing positions and 13 managers reducing holdings.

During the most recent reporting period, 11 managers trimmed their positions, while 2 fully exited ADI. The total reported sell value was $552.05 M.

Yes, 4 managers opened new positions in ADI, and 3 increased their existing holdings. The total reported buy value was $130.81 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
7.85% Reduce -7.2% 1,598,506 $634.88 M Q2 2026
3.02% Reduce -2.3% 999,671 $397.04 M Q2 2026
0.13% Add 18.5% 903,838 $358.98 M Q2 2026
0.14% Reduce -70.9% 330,094 $131.1 M Q2 2026
0.33% Add 269.0% 203,208 $80.71 M Q2 2026
0.61% Reduce -29.6% 142,050 $56.42 M Q2 2026
0.09% Reduce -6.9% 100,963 $40.1 M Q2 2026
1.25% Reduce -45.5% 93,310 $37.06 M Q2 2026
2.34% Reduce -19.9% 85,225 $33.85 M Q2 2026
0.02% New Buy 34,449 $13.68 M Q2 2026
0.00% Add 26.8% 4,397 $1.75 M Q2 2026
0.02% Reduce -3.6% 3,626 $1.44 M Q2 2026
0.01% New Buy 2,704 $1.07 M Q2 2026
0.01% Reduce -98.9% 2,319 $921,037 Q2 2026
0.00% New Buy 1,385 $550,080 Q2 2026
0.01% New Buy 612 $243,068 Q2 2026
0.00% Reduce -21.5% 509 $202,160 Q2 2026
0.00% Reduce -3.0% 64 $25,074 Q2 2026
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