Guru Ownership Over Time
Guru Analysis for ADT Inc. (ADT)
ADT Inc. (ADT), a key player in the Industrials sector, continues to attract institutional attention.
As of Q3 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $553.54 M.
Top institutional holders include Cliff Asness and John Rogers.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $129.9 M net inflow during the quarter.
Recent activity highlights Steven Cohen who dramatically increased their stake. Conversely, Jefferies Group reduced exposure by 50.3%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 0.20% | Add 124.6% | 36,160,099 | $314.95 M | Q3 2025 | |
| 2.06% | Reduce -5.1% | 22,068,942 | $192.22 M | Q3 2025 | |
| 0.05% | Reduce -41.7% | 4,155,206 | $36.19 M | Q3 2025 | |
| 0.05% | Add 35.5% | 1,400,368 | $12.2 M | Q3 2025 | |
| 0.05% | Reduce -27.9% | 1,380,674 | $12.03 M | Q3 2025 | |
| 0.15% | Add 8.3% | 1,222,222 | $10.65 M | Q3 2025 | |
| 0.01% | Add 1003.3% | 874,522 | $7.62 M | Q3 2025 | |
| 0.01% | Reduce -50.3% | 204,532 | $1.78 M | Q3 2025 | |
| 0.01% | New Buy | 109,955 | $957,708 | Q3 2025 | |
| 0.00% | New Buy | 10,929 | $95,192 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for ADT Inc. (ADT)
Top Guru holders include Cliff Asness ($314.95 M), John Rogers ($192.22 M), Renaissance Technologies ($36.19 M). Collectively, tracked Gurus hold 67.59 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $129.9 M, with 6 Gurus buying and 5 Gurus selling.
In the recent quarter, 4 Gurus reduced their positions, and 1 Gurus sold out of ADT completely. Total sell value was $56.83 M.
Yes, 2 Gurus opened new positions in ADT, and 4 added to their existing holdings. Total buy value was $186.73 M.