Alphatec Ownership | Who Owns Alphatec?


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Alphatec Ownership Summary


Alphatec is owned by 58.77% institutional investors, 25.95% insiders, and 15.27% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 5.97% of ATEC shares. American Century U.S. Small Cap Growth is the top mutual fund, with 2.78% of its assets in Alphatec shares.

ATEC Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockAlphatec58.77%25.95%15.27%
SectorHealthcare Stocks 57.43%9.41%33.16%
IndustryMedical Device Stocks41.01%8.91%50.08%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de8.57M5.97%$78.70M
Vanguard group5.97M4.16%$54.80M
American century companies4.99M3.48%$45.80M
Braidwell lp4.26M2.97%$39.07M
Bnp paribas asset management4.01M2.80%$36.83M
Royal bank of canada3.19M2.22%$29.24M
State street2.92M2.03%$26.78M
Nuveen asset management2.58M1.80%$23.73M
Geode capital management2.39M1.66%$21.92M
Cerity partners1.83M1.27%$16.70M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Western standard726.37K4.44%$6.67M
Intrinsic edge capital management1.46M1.63%$13.38M
Perkins capital management181.57K1.48%$1.67M
Penn capital management company1.54M1.38%$14.09M
Braidwell lp4.26M1.16%$39.07M
Altium capital management lp264.56K0.69%$2.43M
Next century growth investors982.09K0.68%$9.02M
Soviero asset management, lp100.00K0.57%$918.00K
Marathon capital management240.47K0.55%$2.21M
Highmark wealth management99.40K0.52%$912.49K

Top Buyers

HolderShares% AssetsChange
Royal bank of canada3.19M0.01%2.01M
American century companies4.99M0.03%1.33M
Nuveen asset management2.58M0.01%1.14M
Intrinsic edge capital management1.46M1.63%1.11M
Bnp paribas asset management4.01M0.09%1.08M

Top Sellers

HolderShares% AssetsChange
Millennium management1.06M0.00%-3.37M
Jpmorgan chase692.37K0.00%-3.32M
Abrdn1.07M0.02%-464.81K
Squarepoint ops50.96K0.00%-412.34K
Polar asset management partners212.24K0.03%-408.98K

New Positions

HolderShares% AssetsChangeValue
Western standard726.37K4.44%726.37K$6.67M
Altium capital management lp264.56K0.69%264.56K$2.43M
Rock springs capital management lp200.00K0.07%200.00K$1.84M
Hrt financial lp174.76K0.01%174.76K$1.60M
Divisadero street capital management, lp119.35K0.13%119.35K$1.10M

Sold Out

HolderChange
Versant capital management-49.00
Smartleaf asset management-61.00
Macroview investment management-165.00
Capital performance advisors llp-321.00
Allspring global investments-415.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 20242344.46%84,332,7491.65%581.76%127-644.92%
Sep 30, 20242240.45%82,961,286-11.21%571.35%1286.67%60-6.25%
Jun 30, 2024223-4.70%93,440,0860.50%651.51%120-4.76%643.23%
Mar 31, 202423412.50%92,974,6411.64%651.41%126-3.82%6251.22%
Dec 31, 20232082.46%91,474,27829.13%682.04%13124.76%41-19.61%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
American Century U.S. Small Cap Growth3.94M2.78%732.31K
American Century Small Cap Growth Inv3.94M2.78%732.31K
Vanguard Total Stock Mkt Idx Inv3.08M2.17%34.55K
iShares Russell 2000 ETF2.72M1.89%-53.26K
BNP Paribas Health Cr Innovtr Cl Cap2.12M1.49%334.00
CREF Stock R11.86M1.31%-133.61K
BNP Paribas US Small Cap Classic R1.62M1.14%187.31K
Vanguard Institutional Extnd Mkt Idx Tr1.58M1.12%429.00
Penn Capital Small Cap Equity1.07M0.75%-
Fidelity Small Cap Index1.04M0.73%2.11K

Recent Insider Transactions


DateNameRoleActivityValue
Mar 10, 2025Koning John Todd CHIEF FINANCIAL OFFICERSell$1.60M
Mar 10, 2025Lish Scott CHIEF OPERATING OFFICERSell$272.10K
Mar 06, 2025Sponsel David EVP, SALESSell$365.32K
Mar 07, 2025Miles Patrick CEOSell$135.03K
Mar 03, 2025MCGINNIS KAREN K-Sell$469.80K

Insider Transactions Trends


DateBuySell
2027 Q2--
2024 Q4-3
2024 Q36-
2024 Q2-2
2024 Q1215

ATEC Ownership FAQ


Who Owns Alphatec?

Alphatec shareholders are primarily institutional investors at 58.77%, followed by 25.95% insiders and 15.28% retail investors. The average institutional ownership in Alphatec's industry, Medical Device Stocks, is 41.01%, which Alphatec exceeds.

Who owns the most shares of Alphatec?

Alphatec’s largest shareholders are Blackrock funding, inc. /de (8.57M shares, 5.97%), Vanguard group (5.97M shares, 4.16%), and American century companies (4.99M shares, 3.48%). Together, they hold 13.61% of Alphatec’s total shares outstanding.

Does Blackrock own Alphatec?

BlackRock is not among the top 10 institutional shareholders of Alphatec.

Who is Alphatec’s biggest shareholder by percentage of total assets invested?

Western standard is Alphatec’s biggest shareholder by percentage of total assets invested, with 4.44% of its assets in 726.37K Alphatec shares, valued at 6.67M$.

Who is the top mutual fund holder of Alphatec shares?

American Century U.S. Small Cap Growth is the top mutual fund holder of Alphatec shares, with 2.78% of its total shares outstanding invested in 3.94M Alphatec shares.

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