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Analog Devices, Inc.

ADI Technology
$427.58 +$9.79 (2.34%)
Market Cap: $208.27 B
Gurus Holding
16
Popularity Rank
#82
% of Shares Held
1.15%
Net Activity (Q1 2026)
-$377.1 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 Q1 2026, a total of 16 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.39 B.

Top institutional holders include First Pacific Advisors and Steven Cohen.

Notably, First Pacific Advisors has expressed high conviction in this stock, allocating 7.68% of their equity portfolio to it.

Institutional sentiment is currently Bearish. This is evidenced by a $377.1 M net outflow during the quarter.

Recent activity highlights Jefferies Group who dramatically increased their stake. Conversely, First Eagle Investment reduced exposure by 100.0%.

Key Holders

Top 5 by Value

$360.74 M
$325.54 M
$236.45 M
$68.17 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$466.31 M
Total Buy Value
New Buys 1
Additions 6
-$843.41 M
Total Sell Value
Reductions 8
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
10
Net Buyers
7

FAQs for Analog Devices, Inc. (ADI)

Major holders include First Pacific Advisors ($548.2 M), Steven Cohen ($360.74 M), Tom Gayner ($325.54 M). According to the latest reported data, 16 tracked investment managers collectively hold approximately 5.58 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $377.1 M, with 7 managers increasing positions and 10 managers reducing holdings.

During the most recent reporting period, 8 managers trimmed their positions, while 2 fully exited ADI. The total reported sell value was $843.41 M.

Yes, 1 managers opened new positions in ADI, and 6 increased their existing holdings. The total reported buy value was $466.31 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
7.68% Reduce -8.1% 1,723,135 $548.2 M Q1 2026
0.46% Add 574.6% 1,133,911 $360.74 M Q1 2026
2.73% 1,023,245 $325.54 M Q1 2026
0.11% Add 46.6% 762,688 $236.45 M Q1 2026
0.47% Add 5263.8% 214,282 $68.17 M Q1 2026
0.79% Reduce -23.3% 201,819 $64.21 M Q1 2026
1.99% Reduce -3.2% 171,052 $54.42 M Q1 2026
0.11% Reduce -8.1% 108,399 $34.49 M Q1 2026
2.36% Reduce -19.9% 106,350 $33.83 M Q1 2026
0.04% Reduce -78.7% 74,395 $23.67 M Q1 2026
0.08% Add 1964.2% 55,073 $17.52 M Q1 2026
0.01% Reduce -11.1% 3,761 $1.2 M Q1 2026
0.00% Add 8.1% 3,467 $1.1 M Q1 2026
0.00% New Buy 648 $206,155 Q1 2026
0.00% Add 1220.0% 66 $20,005 Q1 2026
0.00% Reduce -100.0% 48 $15,271 Q1 2026
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