Institutional Ownership Adaptive Biotechnologies Corp (ADPT)
This table provides information about the institutional ownership of Adaptive Biotechnologies Corp (ADPT). We have compiled data on the 262 institutions that hold shares in the stock, with a total of 149 Million shares, which have been reported (via 13F filing form) to have a value of $1.87 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
699
shares
|
$8,814
0.0% of portfolio
|
Q2 2025
Added 50.32%
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
568
shares
|
$7,162
0.0% of portfolio
|
Q2 2025
Reduced 6.58%
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
530
shares
|
$6,683
0.0% of portfolio
|
Q2 2022
Added 28.64%
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
505
shares
|
$6,368
0.01% of portfolio
|
Q1 2025
Added 116.74%
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
361
shares
|
$4,552
0.0% of portfolio
|
Q2 2025
Reduced 81.93%
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
350
shares
|
$4,413
0.0% of portfolio
|
Q2 2025
Reduced 71.57%
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
286
shares
|
$3,606
0.0% of portfolio
|
Q4 2024
New holding
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
241
shares
|
$3,039
0.0% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
236
shares
|
$2,975
0.0% of portfolio
|
Q2 2025
Added 883.33%
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
201
shares
|
$2,534
0.0% of portfolio
|
Q2 2025
New holding
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
200
shares
|
$2,522
0.0% of portfolio
|
Q3 2023
Reduced 75.0%
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
167
shares
|
$2,105
0.0% of portfolio
|
Q2 2024
New holding
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
140
shares
|
$1,765
0.0% of portfolio
|
Q2 2025
New holding
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
108
shares
|
$1,361
0.0% of portfolio
|
Q2 2022
Reduced 87.08%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
100
shares
|
$1,261
0.0% of portfolio
|
Q4 2019
Reduced 83.33%
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
100
shares
|
$1,261
0.0% of portfolio
|
Q3 2023
New holding
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
91
shares
|
$1,147
0.0% of portfolio
|
Q2 2025
Added 225.0%
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
85
shares
|
$1,071
0.0% of portfolio
|
Q1 2025
New holding
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
78
shares
|
$983
0.0% of portfolio
|
Q1 2025
New holding
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
65
shares
|
$819
0.0% of portfolio
|
Q2 2025
New holding
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
53
shares
|
$668
0.0% of portfolio
|
Q2 2025
Reduced 11.67%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
45
shares
|
$567
0.0% of portfolio
|
Q1 2024
Reduced 99.55%
|
|
Birch Capital Management, LLC
|
Jul 24, 2025 Q2 2025 |
40
shares
|
$504
0.0% of portfolio
|
Q2 2023
New holding
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
37
shares
|
$466
0.0% of portfolio
|
Q2 2025
Added 236.36%
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
35
shares
|
$441
0.0% of portfolio
|
Q3 2022
New holding
|