Who owns ATR (ATR)
Which tracked institutional funds hold ATR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ATR company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
144 tracked funds added or opened ATR while 95 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
ATR’s largest tracked holder by dollar value, VANGUARD GROUP 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 ATR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ATR 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 2025-Q4 and 2026-Q1, across 540 tracked filers holding ATR, 292 increased or opened the position and 225 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 ATR between the 2025-Q4 and 2026-Q1 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 28
- VANGUARD PORTFOLIO MANAGEMENT LLC$475M
- VANGUARD CAPITAL MANAGEMENT LLC$364M
- VANGUARD FIDUCIARY TRUST CO$50M
- Atlas FRM LLC$44M
- Point72 Asset Management, L.P.$11M
- BAILLIE GIFFORD & CO$9M
Full exits 27
- VANGUARD GROUP INC$832M
- TUDOR INVESTMENT CORP ET AL$9M
- TWO SIGMA ADVISERS, LP$9M
- Trexquant Investment LP$9M
- HRT FINANCIAL LP$7M
- Roubaix Capital, LLC$4M
Largest adds
- AQR CAPITAL MANAGEMENT LLC$50M
- Quantinno Capital Management LP$38M
- D. E. Shaw & Co., Inc.$37M
- River Road Asset Management, LLC$36M
- SCHRODER INVESTMENT MANAGEMENT GROUP$32M
- DIMENSIONAL FUND ADVISORS LP$31M
Largest trims
- Mawer Investment Management Ltd.$168M
- BlackRock, Inc.$69M
- MORGAN STANLEY$68M
- AE Wealth Management LLC$22M
- JPMORGAN CHASE & CO$17M
- TWO SIGMA INVESTMENTS, LP$16M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 5,299,829 | $668M | 8.5% | 2026-Q1 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 4,744,564 | $598M | 7.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 3,767,772 | $475M | 6.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 3,375,796 | $425M | 5.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,885,297 | $364M | 4.6% | 2026-Q1 |
| STATE STREET CORP trimmed | 2,784,539 | $351M | 4.4% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 2,418,884 | $305M | 3.9% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,694,075 | $214M | 2.7% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,504,473 | $190M | 2.4% | 2026-Q1 |
| Boston Trust Walden Corp trimmed | 1,349,489 | $170M | 2.2% | 2026-Q1 |
| FIDUCIARY MANAGEMENT INC /WI/ added | 1,252,338 | $158M | 2.0% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 1,225,347 | $153M | 1.9% | 2026-Q1 |
| River Road Asset Management, LLC added | 1,177,003 | $148M | 1.9% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 1,174,537 | $148M | 1.9% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,067,765 | $135M | 1.7% | 2026-Q1 |
| FMR LLC trimmed | 995,385 | $125M | 1.6% | 2026-Q1 |
| NORGES BANK added | 770,205 | $114M | 1.4% | 2026-Q1 |
| LONDON CO OF VIRGINIA trimmed | 828,780 | $104M | 1.3% | 2026-Q1 |
| Mawer Investment Management Ltd. trimmed | 657,273 | $83M | 1.0% | 2026-Q1 |
| Williams Jones Wealth Management, LLC. trimmed | 587,336 | $74M | 0.9% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 559,848 | $71M | 0.9% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 538,554 | $68M | 0.9% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 505,503 | $64M | 0.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 485,718 | $61M | 0.8% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 481,958 | $61M | 0.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 464,880 | $59M | 0.7% | 2026-Q1 |
| CRAWFORD INVESTMENT COUNSEL INC added | 408,536 | $51M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 398,985 | $50M | 0.6% | 2026-Q1 |
| SCHWARTZ INVESTMENT COUNSEL INC added | 387,160 | $49M | 0.6% | 2026-Q1 |
| BROWN BROTHERS HARRIMAN & CO added | 358,102 | $45M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 359,799 | $44M | 0.6% | 2026-Q1 |
| Atlas FRM LLC added | 350,000 | $44M | 0.6% | 2026-Q1 |
| Quantinno Capital Management LP added | 348,929 | $44M | 0.6% | 2026-Q1 |
| Reynders McVeigh Capital Management, LLC added | 314,216 | $40M | 0.5% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 281,827 | $35M | 0.4% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 271,589 | $34M | 0.4% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 260,808 | $33M | 0.4% | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 256,585 | $32M | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 252,285 | $32M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 244,243 | $31M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 230,345 | $29M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 225,904 | $28M | 0.4% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC trimmed | 218,995 | $28M | 0.3% | 2026-Q1 |
| Hemenway Trust Co LLC trimmed | 217,872 | $27M | 0.3% | 2026-Q1 |
| ProShare Advisors LLC trimmed | 206,764 | $26M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 199,430 | $25M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 190,529 | $24M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 188,215 | $24M | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 187,550 | $24M | 0.3% | 2026-Q1 |
| Cornerstone Capital, Inc. added | 183,499 | $23M | 0.3% | 2026-Q1 |
| MetLife Investment Management, LLC added | 177,129 | $22M | 0.3% | 2026-Q1 |
| Corient Private Wealth LLC added | 176,836 | $22M | 0.3% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 172,800 | $22M | 0.3% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 162,550 | $20M | 0.3% | 2026-Q1 |
| NUANCE INVESTMENTS, LLC trimmed | 155,423 | $20M | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 153,563 | $19M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 158,171 | $19M | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 151,934 | $19M | 0.2% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 151,735 | $19M | 0.2% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 150,834 | $19M | 0.2% | 2026-Q1 |
| BOSTON FAMILY OFFICE LLC trimmed | 149,972 | $19M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 143,728 | $18M | 0.2% | 2026-Q1 |
| Handelsbanken Fonder AB added | 141,230 | $18M | 0.2% | 2026-Q1 |
| Copeland Capital Management, LLC added | 140,932 | $18M | 0.2% | 2026-Q1 |
| NICHOLAS COMPANY, INC. trimmed | 139,565 | $18M | 0.2% | 2026-Q1 |
| Howard Capital Management Group, LLC added | 136,927 | $17M | 0.2% | 2026-Q1 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC trimmed | 131,282 | $17M | 0.2% | 2026-Q1 |
| Aristotle Capital Boston, LLC trimmed | 130,508 | $16M | 0.2% | 2026-Q1 |
| Swiss National Bank | 130,000 | $16M | 0.2% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 128,727 | $16M | 0.2% | 2026-Q1 |
| Sone Capital Management, LLC added | 113,777 | $14M | 0.2% | 2026-Q1 |
| Lansforsakringar Fondforvaltning AB (publ) | 113,059 | $14M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 111,995 | $14M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 111,691 | $14M | 0.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 106,626 | $13M | 0.2% | 2026-Q1 |
| Curi Capital, LLC added | 105,339 | $13M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 103,867 | $13M | 0.2% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 96,926 | $12M | 0.2% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 96,563 | $12M | 0.2% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 93,252 | $12M | 0.1% | 2026-Q1 |
| Legal & General Group Plc trimmed | 92,133 | $12M | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 91,544 | $12M | 0.1% | 2026-Q1 |
| Broderick Brian C added | 88,442 | $11M | 0.1% | 2026-Q1 |
| SPEECE THORSON CAPITAL GROUP INC trimmed | 86,801 | $11M | 0.1% | 2026-Q1 |
| UBS Group AG trimmed | 83,558 | $11M | 0.1% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 83,527 | $11M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 83,555 | $10M | 0.1% | 2026-Q1 |
| Baker Chad R | 79,100 | $10M | 0.1% | 2026-Q1 |
| Retirement Systems of Alabama trimmed | 78,928 | $10M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 6,818,919 | $832M | 10.5% | 2025-Q4 stale |
| Allspring Global Investments Holdings, LLC trimmed | 604,321 | $81M | 1.0% | 2025-Q3 stale |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 204,949 | $27M | 0.3% | 2025-Q3 stale |
| MACQUARIE GROUP LTD added | 192,315 | $26M | 0.3% | 2025-Q3 stale |
| SCOPUS ASSET MANAGEMENT, L.P. added | 162,470 | $25M | 0.3% | 2025-Q2 stale |
| JUPITER ASSET MANAGEMENT LTD | 150,533 | $24M | 0.3% | 2025-Q2 stale |
| Polar Capital Holdings Plc trimmed | 149,701 | $23M | 0.3% | 2025-Q2 stale |
| Robeco Institutional Asset Management B.V. trimmed | 144,856 | $23M | 0.3% | 2025-Q2 stale |
| Corebridge Financial, Inc. trimmed | 73,443 | $11M | 0.1% | 2025-Q1 stale |
| Regents Gate Capital LLP new | 79,334 | $11M | 0.1% | 2025-Q3 stale |
| Alaska Permanent Fund Corp | 65,541 | $10M | 0.1% | 2025-Q1 stale |
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.
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.