Adaptive Bio Ownership | Who Owns Adaptive Bio?

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Adaptive Bio Ownership Summary

Adaptive Bio is owned by 97.01% institutional investors, 1.93% insiders, and 1.06% retail investors. Sumitomo mitsui trust is the largest institutional shareholder, holding 4.63% of ADPT shares. ARK Genomic Revolution is the top mutual fund, with 7.81% of its assets in Adaptive Bio shares.

ADPT Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Adaptive Bio	97.01%	1.93%	1.06%
Sector	Healthcare Stocks	88.01%	8.90%	3.09%
Industry	Biotech Stocks	109.70%	8.77%	-18.47%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Sumitomo mitsui trust	6.83M	4.63%	$40.96M
Abrdn	1.00M	0.68%	$6.02M
Legato capital management	184.67K	0.13%	$1.11M
Jennison associates	177.86K	0.12%	$1.07M
Edge wealth management	90.00K	0.06%	$539.55K
Rappaport reiches capital management	68.08K	0.05%	$408.14K
Bouvel investment partners	43.80K	0.03%	$262.61K
Savant capital	34.22K	0.02%	$205.16K
China universal asset management	31.29K	0.02%	$187.60K
Impact partnership wealth	19.08K	0.01%	$114.37K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Legato capital management	184.67K	0.14%	$1.11M
Edge wealth management	90.00K	0.11%	$539.55K
Rappaport reiches capital management	68.08K	0.11%	$408.14K
Bouvel investment partners	43.80K	0.09%	$262.61K
Sumitomo mitsui trust	6.83M	0.03%	$40.96M
Impact partnership wealth	19.08K	0.02%	$114.37K
China universal asset management	31.29K	0.02%	$187.60K
Abrdn	1.00M	0.01%	$6.02M
Skopos labs	2.99K	0.01%	$17.92K
Gamma investing	9.81K	0.01%	$58.81K

Top Buyers

Holder	Shares	% Assets	Change
Gamma investing	9.81K	0.01%	9.81K
Kbc group nv	8.38K	0.00%	8.38K
Skopos labs	2.99K	0.01%	2.99K
China universal asset management	31.29K	0.02%	2.93K
Impact partnership wealth	19.08K	0.02%	1.54K

Top Sellers

Holder	Shares	% Assets	Change
Sumitomo mitsui trust	6.83M	0.03%	-900.75K
Legato capital management	184.67K	0.14%	-56.69K
Jennison associates	177.86K	0.00%	-53.67K
Abrdn	1.00M	0.01%	-25.39K
Dlk investment management	-	-	-10.10K

New Positions

Holder	Shares	% Assets	Change	Value
Kbc group nv	8.38K	0.00%	8.38K	$50.00K
Skopos labs	2.99K	0.01%	2.99K	$17.92K
Versant capital management	332.00	0.00%	332.00	$1.99K

Sold Out

Holder	Change
Dlk investment management	-10.10K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	188	6.21%	143,105,692	-3.74%	97	0.93%	97	5.43%	44	-4.35%
Jun 30, 2024	177	-7.81%	148,665,230	4.35%	101	1.07%	92	6.98%	46	-30.30%
Mar 31, 2024	192	-4.48%	142,469,885	-0.71%	97	0.99%	86	-10.42%	66	-8.33%
Dec 31, 2023	201	4.69%	143,483,898	1.57%	99	1.04%	96	26.32%	72	-1.37%
Sep 30, 2023	192	-9.86%	141,263,826	3.06%	97	1.08%	76	-5.00%	73	-7.59%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
ARK Genomic Revolution	11.52M	7.81%	243.77K
ARK Genomic Revolution ETF	9.37M	6.35%	-421.95K
Nikko AM ARK Pstv Chg Innovt P JPY Acc	5.52M	3.74%	-266.54K
Vanguard Total Stock Mkt Idx Inv	4.23M	2.87%	29.85K
iShares Russell 2000 ETF	3.13M	2.12%	-12.03K
Nikko Gbl All Biological Genome Eq MF	2.06M	1.40%	-121.82K
Vanguard Small Cap Index	1.79M	1.21%	15.45K
Pictet Biopharmaceutical Mother	1.74M	1.18%	192.51K
MFS New Discovery I	1.68M	1.14%	-
Vanguard Institutional Extnd Mkt Idx Tr	1.67M	1.13%	-90.29K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 18, 2024	PISKEL KYLE	Chief Financial Officer	Sell	$1.24K
Aug 22, 2024	Taylor Stacy L	SVP and General Counsel	Sell	$121.08K
Mar 05, 2024	PISKEL KYLE	Principal Accounting Officer	Sell	$26.50K
Mar 05, 2024	Taylor Stacy L	SVP and General Counsel	Sell	$22.73K
Mar 05, 2024	Taylor Stacy L	SVP and General Counsel	Sell	$23.23K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	1
2024 Q3	-	1
2024 Q2	-	-
2024 Q1	-	14
2023 Q4	-	1

ADPT Ownership FAQ

Who Owns Adaptive Bio?

Adaptive Bio shareholders are primarily institutional investors at 97.01%, followed by 1.93% insiders and 1.06% retail investors. The average institutional ownership in Adaptive Bio's industry, Biotech Stocks , is 109.70%, which Adaptive Bio falls below.

Who owns the most shares of Adaptive Bio?

Adaptive Bio’s largest shareholders are Sumitomo mitsui trust (6.83M shares, 4.63%), Abrdn (1M shares, 0.68%), and Legato capital management (184.67K shares, 0.13%). Together, they hold 5.44% of Adaptive Bio’s total shares outstanding.

Does Blackrock own Adaptive Bio?

BlackRock is not among the top 10 institutional shareholders of Adaptive Bio.

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

Legato capital management is Adaptive Bio’s biggest shareholder by percentage of total assets invested, with 0.14% of its assets in 184.67K Adaptive Bio shares, valued at 1.11M$.

Who is the top mutual fund holder of Adaptive Bio shares?

ARK Genomic Revolution is the top mutual fund holder of Adaptive Bio shares, with 7.81% of its total shares outstanding invested in 11.52M Adaptive Bio shares.

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