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 289 institutions that hold shares in the stock, with a total of 147 Million shares, which have been reported (via 13F filing form) to have a value of $2.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
530
shares
|
$7,473
0.0% of portfolio
|
Q2 2022
Added 28.64%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
469
shares
|
$6,612
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
413
shares
|
$5,823
0.0% of portfolio
|
Q3 2025
Added 1375.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
368
shares
|
$5,188
0.0% of portfolio
|
Q3 2025
Added 28.67%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
362
shares
|
$5,104
0.0% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
350
shares
|
$4,935
0.0% of portfolio
|
Q2 2025
Reduced 71.57%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
312
shares
|
$4,399
0.0% of portfolio
|
Q3 2025
Added 55.22%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
267
shares
|
$3,764
0.0% of portfolio
|
Q3 2025
Added 10.79%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
236
shares
|
$3,327
0.0% of portfolio
|
Q2 2025
Added 883.33%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
228
shares
|
$3,214
0.0% of portfolio
|
Q3 2025
Added 5600.0%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
200
shares
|
$2,820
0.0% of portfolio
|
Q3 2023
Reduced 75.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
170
shares
|
$2,397
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
167
shares
|
$2,354
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
140
shares
|
$1,974
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
108
shares
|
$1,522
0.0% of portfolio
|
Q2 2022
Reduced 87.08%
|
|
|
Groupe La Francaise
Paris, I0 |
Nov 13, 2025 Q3 2025 |
100
shares
|
$1,410
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
100
shares
|
$1,410
0.0% of portfolio
|
Q4 2019
Reduced 83.33%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
85
shares
|
$1,198
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
78
shares
|
$1,099
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
72
shares
|
$1,015
0.0% of portfolio
|
Q3 2025
Reduced 20.88%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
70
shares
|
$987
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
65
shares
|
$916
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
65
shares
|
$916
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
59
shares
|
$831
0.0% of portfolio
|
Q3 2025
Added 103.45%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
53
shares
|
$747
0.0% of portfolio
|
Q2 2025
Reduced 11.67%
|
|