Guru Ownership Trend
Guru Analysis for ADT Inc. (ADT)
ADT Inc. (ADT), a key player in the Industrials sector, continues to attract institutional attention.
As of Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $372.94 M.
Top institutional holders include Cliff Asness and John Rogers.
Institutional sentiment is currently Bearish. This is evidenced by a $107.01 M net outflow during the quarter.
On the selling side, Renaissance Technologies (RenTech) reduced exposure by 54.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for ADT Inc. (ADT)
Major holders include Cliff Asness ($220.4 M), John Rogers ($127.95 M), Ray Dalio ($10.21 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 56.85 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $107.01 M, with 0 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 1 fully exited ADT. The total reported sell value was $107.01 M.
No tracked managers opened new positions or increased their holdings in ADT during the most recent reporting period.