AdaptHealth Ownership | Who Owns AdaptHealth?


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AdaptHealth Ownership Summary


AdaptHealth is owned by 97.56% institutional investors, 11.94% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 12.25% of AHCO shares. Pacer US Small Cap Cash Cows 100 ETF is the top mutual fund, with 5.14% of its assets in AdaptHealth shares.

AHCO Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockAdaptHealth97.56%11.94%-9.50%
SectorHealthcare Stocks 57.39%9.93%32.68%
IndustryMedical Device Stocks40.18%9.93%49.89%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de16.46M12.25%$156.66M
Oep capital advisors13.82M10.29%$131.55M
Blackrock13.58M10.21%$135.75M
Vanguard group12.54M9.34%$119.39M
Deerfield management company, l.p. (series c)9.71M7.23%$92.45M
Skyknight capital8.58M6.39%$81.69M
Pacer advisors8.01M5.97%$76.27M
Fmr7.66M5.71%$72.95M
Reinhart partners6.27M4.67%$59.66M
Segall bryant & hamill4.80M3.58%$45.73M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Oep capital advisors13.82M100.00%$131.55M
Skyknight capital8.58M89.88%$81.69M
Reinhart partners6.27M2.30%$59.66M
Kent lake capital500.00K2.25%$5.00M
Deerfield management company, l.p. (series c)9.71M1.75%$92.45M
Sapience investments214.42K1.19%$2.04M
Segall bryant & hamill4.80M0.63%$45.73M
Palisade capital management, lp2.41M0.61%$22.98M
Summerhaven investment management78.55K0.46%$747.83K
Foundry partners804.01K0.38%$7.65M

Top Buyers

HolderShares% AssetsChange
Pacer advisors8.01M0.16%8.01M
Principal financial group1.65M0.01%1.11M
Segall bryant & hamill4.80M0.63%1.10M
Dimensional fund advisors lp3.38M0.01%505.18K
Kent lake capital500.00K2.25%500.00K

Top Sellers

HolderShares% AssetsChange
Millennium management---3.22M
Truist financial329.09K0.00%-1.84M
Maverick capital---1.18M
Silvercrest asset management group---1.10M
Woodline partners lp---782.91K

New Positions

HolderShares% AssetsChangeValue
Pacer advisors8.01M0.16%8.01M$76.27M
Kent lake capital500.00K2.25%500.00K$5.00M
Group one trading440.34K0.01%440.34K$4.19B
Hussman strategic advisors105.00K0.30%105.00K$999.60K
Simplex trading90.50K0.00%90.50K$861.00K

Sold Out

HolderChange
Mendota financial group-6.00
Nelson, van denburg & campbell wealth management group-19.00
Massmutual trust co fsb/adv-22.00
Capital performance advisors llp-46.00
Tsfg-55.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2024220-5.58%131,031,3506.00%971.15%103-18.90%5918.00%
Sep 30, 20242338.37%123,611,4236.22%921.21%12814.29%50-20.63%
Jun 30, 2024209-2.34%116,058,6602.04%871.22%1094.81%61-24.69%
Mar 31, 20242149.18%113,732,8340.93%841.21%104-0.95%8135.00%
Dec 31, 2023196-2.49%112,686,044-0.56%831.17%105-11.76%6017.65%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Pacer US Small Cap Cash Cows 100 ETF6.94M5.14%-50.44K
iShares Core S&P Small-Cap ETF6.57M4.87%4.55K
Fidelity Value4.01M2.97%-284.90K
Vanguard US Total Market Shares ETF3.05M2.26%445.90K
Vanguard Total Stock Mkt Idx Inv2.92M2.16%-
iShares Russell 2000 ETF2.68M1.99%-23.21K
Vanguard Small Cap Index2.40M1.78%1.95K
Vanguard Institutional Extnd Mkt Idx Tr1.60M1.18%2.50K
Reinhart Genesis PMV Advisor1.55M1.16%-45.00K
Palisade Small Cap Core Equity1.41M1.05%261.10K

Recent Insider Transactions


DateNameRoleActivityValue
Dec 10, 2024Clemens Jason A Chief Financial OfficerSell$327.25K
Nov 13, 2024WOLF DALE B-Sell$75.60K
Sep 20, 2024Rietkerk Shaw Former Chief Operating OfficerSell$281.00K
Mar 04, 2024Prast Albert A. Chief Technology OfficerSell$1.41M
May 24, 2024Williams David Solomon III-Sell$14.05K

Insider Transactions Trends


DateBuySell
2024 Q4-2
2024 Q3-2
2024 Q2-2
2024 Q1-6
2023 Q4-1

AHCO Ownership FAQ


Who Owns AdaptHealth?

AdaptHealth shareholders are primarily institutional investors at 97.56%, followed by 11.94% insiders and -9.50% retail investors. The average institutional ownership in AdaptHealth's industry, Medical Device Stocks, is 40.18%, which AdaptHealth exceeds.

Who owns the most shares of AdaptHealth?

AdaptHealth’s largest shareholders are Blackrock funding, inc. /de (16.46M shares, 12.25%), Oep capital advisors (13.82M shares, 10.29%), and Blackrock (13.58M shares, 10.21%). Together, they hold 32.76% of AdaptHealth’s total shares outstanding.

Does Blackrock own AdaptHealth?

Yes, BlackRock owns 10.21% of AdaptHealth, totaling 13.58M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 135.75M$. In the last quarter, BlackRock decreased its holdings by -69.17K shares, a -0.51% change.

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

Oep capital advisors is AdaptHealth’s biggest shareholder by percentage of total assets invested, with 100.00% of its assets in 13.82M AdaptHealth shares, valued at 131.55M$.

Who is the top mutual fund holder of AdaptHealth shares?

Pacer US Small Cap Cash Cows 100 ETF is the top mutual fund holder of AdaptHealth shares, with 5.14% of its total shares outstanding invested in 6.94M AdaptHealth shares.

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