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Institutional Ownership · SEC Form 13F

Who owns Addus HomeCare (ADUS)


Which tracked institutional funds hold ADUS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ADUS company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

275
Institutional holders
19M
Shares held (tracked funds)

How the tape is positioned

85 tracked funds added or opened ADUS while 50 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

ADUS’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes ADUS more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in ADUS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 275 tracked filers holding ADUS, 154 increased or opened the position and 141 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in ADUS between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 16

  • WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$18M
  • Dana Investment Advisors, Inc.$10M
  • Polar Asset Management Partners Inc.$8M
  • Connor, Clark & Lunn Investment Management Ltd.$3M
  • CLARK ESTATES INC/NY$3M
  • Penn Capital Management Company, LLC$3M

Full exits 29

  • ARGENT CAPITAL MANAGEMENT LLC$7M
  • Pier Capital, LLC$5M
  • LORD, ABBETT & CO. LLC$5M
  • SIT INVESTMENT ASSOCIATES INC$3M
  • NATIXIS ADVISORS, LLC$3M
  • SG Americas Securities, LLC$3M

Largest adds

  • BlackRock, Inc.$161M
  • AMERICAN CENTURY COMPANIES INC$27M
  • GOLDMAN SACHS GROUP INC$17M
  • DIMENSIONAL FUND ADVISORS LP$14M
  • Qube Research & Technologies Ltd$13M
  • STATE STREET CORP$11M

Largest trims

  • VOYA INVESTMENT MANAGEMENT LLC$24M
  • WASATCH ADVISORS LP$13M
  • WCM INVESTMENT MANAGEMENT, LLC$12M
  • Nuveen, LLC$11M
  • WELLINGTON MANAGEMENT GROUP LLP$11M
  • PRICE T ROWE ASSOCIATES INC /MD/$11M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added3,425,435$344M18.6%2026-Q2
Capital Research Global Investors trimmed1,389,907$140M7.5%2026-Q2
DIMENSIONAL FUND ADVISORS LP added835,163$84M4.5%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added789,325$79M4.3%2026-Q2
STATE STREET CORP added777,826$78M4.2%2026-Q2
SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed691,246$69M3.8%2026-Q2
WASATCH ADVISORS LP trimmed680,926$68M3.7%2026-Q2
AMERICAN CENTURY COMPANIES INC added564,637$57M3.1%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added515,525$52M2.8%2026-Q2
PRINCIPAL FINANCIAL GROUP INC trimmed411,563$41M2.2%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added389,805$39M2.1%2026-Q2
WESTWOOD HOLDINGS GROUP INC added388,491$39M2.1%2026-Q2
Invesco Ltd. added368,725$37M2.0%2026-Q2
BANK OF AMERICA CORP /DE/ added353,608$36M1.9%2026-Q2
MORGAN STANLEY trimmed343,822$35M1.9%2026-Q2
FMR LLC added317,226$32M1.7%2026-Q2
TimesSquare Capital Management, LLC trimmed313,549$32M1.7%2026-Q2
Qube Research & Technologies Ltd added265,657$27M1.4%2026-Q2
KENNEDY CAPITAL MANAGEMENT LLC added263,955$27M1.4%2026-Q2
GOLDMAN SACHS GROUP INC added257,711$26M1.4%2026-Q2
Boston Partners trimmed246,053$25M1.4%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added241,594$24M1.3%2026-Q2
NORTHERN TRUST CORP trimmed223,184$22M1.2%2026-Q2
WELLINGTON MANAGEMENT GROUP LLP trimmed212,362$21M1.2%2026-Q2
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. added208,135$21M1.1%2026-Q2
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC new176,206$18M1.0%2026-Q2
Tributary Capital Management, LLC trimmed174,646$18M0.9%2026-Q2
CITADEL ADVISORS LLC added145,063$15M0.8%2026-Q2
VANGUARD FIDUCIARY TRUST CO trimmed120,648$12M0.7%2026-Q2
Leeward Investments, LLC - MA trimmed118,357$12M0.6%2026-Q2
TWO SIGMA INVESTMENTS, LP added113,896$11M0.6%2026-Q2
Bank of New York Mellon Corp added111,663$11M0.6%2026-Q2
Cerity Partners LLC added102,147$10M0.6%2026-Q2
Dana Investment Advisors, Inc. new100,058$10M0.5%2026-Q2
Nuveen, LLC trimmed94,577$10M0.5%2026-Q2
Allspring Global Investments Holdings, LLC trimmed90,122$9M0.5%2026-Q2
OBERWEIS ASSET MANAGEMENT INC/ added89,916$9M0.5%2026-Q2
Bridge City Capital, LLC added85,445$9M0.5%2026-Q2
Summit Creek Advisors LLC trimmed85,118$9M0.5%2026-Q2
RENAISSANCE GROUP LLC added84,416$8M0.5%2026-Q2
Apis Capital Advisors, LLC added84,000$8M0.5%2026-Q2
Russell Investments Group, Ltd. added76,254$8M0.4%2026-Q2
Polar Asset Management Partners Inc. added75,710$8M0.4%2026-Q2
TEACHER RETIREMENT SYSTEM OF TEXAS trimmed67,808$7M0.4%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed65,840$7M0.4%2026-Q2
MARSHALL WACE, LLP added64,793$7M0.4%2026-Q2
UBS Group AG trimmed63,877$6M0.3%2026-Q2
Public Sector Pension Investment Board trimmed62,789$6M0.3%2026-Q2
PEREGRINE CAPITAL MANAGEMENT LLC added59,365$6M0.3%2026-Q2
JPMORGAN CHASE & CO trimmed58,430$6M0.3%2026-Q2
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC trimmed56,423$6M0.3%2026-Q2
DEAN INVESTMENT ASSOCIATES, LLC added53,253$5M0.3%2026-Q2
WELLS FARGO & COMPANY/MN trimmed52,931$5M0.3%2026-Q2
PARADIGM CAPITAL MANAGEMENT INC/NY added52,870$5M0.3%2026-Q2
SEI INVESTMENTS CO added51,945$5M0.3%2026-Q2
ALLIANCEBERNSTEIN L.P. added51,934$5M0.3%2026-Q2
AMERIPRISE FINANCIAL INC added47,359$5M0.3%2026-Q2
BALYASNY ASSET MANAGEMENT L.P. added46,632$5M0.3%2026-Q2
RHUMBLINE ADVISERS trimmed46,059$5M0.3%2026-Q2
Legal & General Group Plc added45,097$5M0.2%2026-Q2
RICE HALL JAMES & ASSOCIATES, LLC added42,704$4M0.2%2026-Q2
NORDEA INVESTMENT MANAGEMENT AB added39,816$4M0.2%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed38,808$4M0.2%2026-Q2
Dean Capital Management added38,679$4M0.2%2026-Q2
Swiss National Bank added36,500$4M0.2%2026-Q2
SEIZERT CAPITAL PARTNERS, LLC added36,488$4M0.2%2026-Q2
BARCLAYS PLC added34,699$3M0.2%2026-Q2
WCM INVESTMENT MANAGEMENT, LLC trimmed34,641$3M0.2%2026-Q2
KING LUTHER CAPITAL MANAGEMENT CORP34,496$3M0.2%2026-Q2
FIRST TRUST ADVISORS LP added32,348$3M0.2%2026-Q2
SCHRODER INVESTMENT MANAGEMENT GROUP trimmed30,500$3M0.2%2026-Q2
D. E. Shaw & Co., Inc. added29,084$3M0.2%2026-Q2
Connor, Clark & Lunn Investment Management Ltd. added28,856$3M0.2%2026-Q2
Polar Capital Holdings Plc trimmed28,739$3M0.2%2026-Q2
Legato Capital Management LLC trimmed28,469$3M0.2%2026-Q2
CLARK ESTATES INC/NY new28,000$3M0.2%2026-Q2
PRUDENTIAL FINANCIAL INC added27,101$3M0.1%2026-Q2
GREAT LAKES ADVISORS, LLC trimmed26,836$3M0.1%2026-Q2
Penn Capital Management Company, LLC added25,830$3M0.1%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ trimmed25,049$3M0.1%2026-Q2
HSBC HOLDINGS PLC added24,463$2M0.1%2026-Q2
VICTORY CAPITAL MANAGEMENT INC added23,823$2M0.1%2026-Q2
XTX Topco Ltd added23,619$2M0.1%2026-Q2
ROYAL BANK OF CANADA added23,204$2M0.1%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND added22,529$2M0.1%2026-Q2
CITIGROUP INC added22,383$2M0.1%2026-Q2
MARTINGALE ASSET MANAGEMENT L P added21,908$2M0.1%2026-Q2
EXCHANGE TRADED CONCEPTS, LLC added21,691$2M0.1%2026-Q2
Squarepoint Ops LLC added21,219$2M0.1%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added21,152$2M0.1%2026-Q2
DEUTSCHE BANK AG\ added20,523$2M0.1%2026-Q2
AQR CAPITAL MANAGEMENT LLC added20,281$2M0.1%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed19,763$2M0.1%2026-Q2
CHATHAM CAPITAL GROUP, INC. trimmed18,836$2M0.1%2026-Q2
PenderFund Capital Management Ltd. added18,497$2M0.1%2026-Q2
Moran Wealth Management, LLC trimmed18,491$2M0.1%2026-Q2
Creative Planning added18,419$2M0.1%2026-Q2
EASTERLY INVESTMENT PARTNERS LLC new18,383$2M0.1%2026-Q2
Aurora Investment Counsel trimmed18,120$2M0.1%2026-Q2
LPL Financial LLC trimmed17,452$2M0.1%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership