- Quarter end
- 31 Dec 2025
- the date the book describes
- Filed
- 19 Feb 2026
- latest of these filings; the earliest 10 Feb 2026
- Managers listing it
- 20
- at least, of 95 tracked, among listed positions
- Comparable managers
- 92
- filed both Q3 2025 and Q4 2025; 1 listed it in both
- Shares listed
- 3,233,586
- combined, among listed positions
- Reported value
- $347m
- combined, at the quarter end
Among the 92 comparable managers: 13 buyers (opened or added shares) and 7 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +69,792.
Managers listing ADUS in Q4 2025
20 of 20 holders
Largest increases and reductions, by shares
Increases
- Capital Research Global Investorsexisting position · 1,469,752 shares now+268,192
- Freestone Grove Partners LPexisting position · 137,932 shares now+135,246
- Jane Street Group LLCexisting position · 77,256 shares now+67,957
- Fidelity (FMR LLC)existing position · 348,260 shares now+43,995
- Invesco Ltdexisting position · 416,857 shares now+27,683
Reductions
- Millennium Management LLCexisting position · 2,989 shares now-419,090
- Renaissance Technologies LLCexisting position · 48,800 shares now-53,800
- Wellington Management Group LLPexisting position · 362,681 shares now-44,660
- Susquehanna International Group LLPexisting position · 3,241 shares now-578
- AQR Capital Management LLCexisting position · 8,318 shares now-343
New positions and exits
New (2)
Exited (2)
- Point72 Asset Management LPwas $920k
- Squarepoint Ops LLCwas $441k
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q3 2013 | 1 | $12m | n.a. | n.a. |
| Q4 2013 | 2 | $11m | n.a. | n.a. |
| Q1 2014 | 1 | $9.0m | n.a. | n.a. |
| Q2 2014 | 1 | $8.7m | n.a. | n.a. |
| Q3 2014 | 1 | $6.8m | n.a. | n.a. |
| Q4 2014 | 1 | $5.4m | n.a. | n.a. |
| Q1 2015 | 1 | $4.2m | n.a. | n.a. |
| Q2 2017 | 1 | $558k | n.a. | n.a. |
| Q3 2017 | 1 | $1.2m | n.a. | n.a. |
| Q4 2017 | 1 | $1.0m | n.a. | n.a. |
| Q2 2018 | 1 | $4.7m | n.a. | n.a. |
| Q3 2018 | 1 | $11m | n.a. | n.a. |
| Q4 2018 | 2 | $12m | n.a. | n.a. |
| Q1 2019 | 1 | $8.3m | n.a. | n.a. |
| Q2 2019 | 2 | $22m | n.a. | n.a. |
| Q3 2019 | 4 | $63m | n.a. | n.a. |
| Q4 2019 | 4 | $52m | n.a. | n.a. |
| Q1 2020 | 2 | $23m | n.a. | n.a. |
| Q2 2020 | 4 | $48m | n.a. | n.a. |
| Q3 2020 | 4 | $75m | n.a. | n.a. |
| Q4 2020 | 3 | $103m | n.a. | n.a. |
| Q1 2021 | 1 | $84m | n.a. | n.a. |
| Q2 2021 | 1 | $73m | n.a. | n.a. |
| Q3 2021 | 3 | $77m | n.a. | n.a. |
| Q4 2021 | 3 | $91m | n.a. | n.a. |
| Q1 2022 | 2 | $88m | n.a. | n.a. |
| Q2 2022 | 2 | $80m | n.a. | n.a. |
| Q3 2022 | 2 | $91m | n.a. | n.a. |
| Q4 2022 | 2 | $70m | n.a. | n.a. |
| Q1 2023 | 3 | $77m | n.a. | n.a. |
| Q2 2023 | 2 | $4.3m | n.a. | n.a. |
| Q3 2023 | 1 | $3.9m | n.a. | n.a. |
| Q4 2023 | 1 | $4.6m | 1 | 0 |
| Q1 2024 | 2 | $50m | 2 | 0 |
| Q2 2024 | 2 | $89m | 2 | 1 |
| Q3 2024 | 1 | $11m | 1 | 0 |
| Q4 2024 | 2 | $59m | 1 | 1 |
| Q1 2025 | 2 | $83m | 2 | 0 |
| Q2 2025 | 2 | $188m | 2 | 0 |
| Q3 2025 | 1 | $142m | 1 | 0 |
| Q4 2025 | 2 | $173m | 13 | 7 |
| Q1 2026 | 1 | $144m | 13 | 9 |
| Q2 2026 | 1 | $140m | 9 | 11 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
ADUS and UNH →ADUS and ELV →ADUS and CI →Choose a stock to compare with ADUS →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own ADUS, latest filings →Back to the 13F Explorer →