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 Q4 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $542.92 M.
Top institutional holders include Cliff Asness and John Rogers.
Institutional sentiment is currently Bullish. This is evidenced by a $42.72 M net inflow during the quarter.
Recent activity highlights Ray Dalio who increased their stake by 30.7%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 29.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for ADT Inc. (ADT)
Major holders include Cliff Asness ($361.31 M), John Rogers ($173.98 M), Renaissance Technologies (RenTech) ($23.7 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 72.88 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $42.72 M, with 4 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 4 fully exited ADT. The total reported sell value was $33.27 M.
Yes, 0 managers opened new positions in ADT, and 4 increased their existing holdings. The total reported buy value was $75.99 M.