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ADT Inc.

ADT Industrials
$6.9 $-0.09 (-1.29%)
Market Cap: $5.04 B
Gurus Holding
6
Popularity Rank
#1626
% of Shares Held
7.52%
Net Activity (Q2 2026)
-$12.03 M

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 Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $379.18 M.

Top institutional holders include Cliff Asness and John Rogers.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $12.03 M net outflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 631.4%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 49.7%.

Key Holders

Top 5 by Value

$181.14 M
$116.08 M
$43.89 M
$5.65 M
$4.46 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$42.35 M
Total Buy Value
New Buys 1
Additions 1
-$54.39 M
Total Sell Value
Reductions 4
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
4
Net Buyers
2

FAQs for ADT Inc. (ADT)

Major holders include Cliff Asness ($181.14 M), John Rogers ($116.08 M), Joel Greenblatt ($43.89 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 54.95 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $12.03 M, with 2 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited ADT. The total reported sell value was $54.39 M.

Yes, 1 managers opened new positions in ADT, and 1 increased their existing holdings. The total reported buy value was $42.35 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.06% Reduce -16.2% 28,106,229 $181.14 M Q2 2026
1.16% Reduce -8.3% 17,858,375 $116.08 M Q2 2026
0.10% Add 631.4% 6,752,532 $43.89 M Q2 2026
0.02% Reduce -44.0% 869,859 $5.65 M Q2 2026
0.00% New Buy 686,618 $4.46 M Q2 2026
0.01% Reduce -49.7% 679,706 $4.42 M Q2 2026
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Value
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SEC Form