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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
51
shares
|
$719
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
45
shares
|
$634
0.0% of portfolio
|
Q1 2024
Reduced 99.55%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
40
shares
|
$564
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
40
shares
|
$564
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
37
shares
|
$521
0.0% of portfolio
|
Q2 2025
Added 236.36%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
35
shares
|
$493
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
25
shares
|
$352
0.0% of portfolio
|
Q2 2022
Reduced 72.83%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
15
shares
|
$211
0.0% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
7
shares
|
$98
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1
shares
|
$14
0.0% of portfolio
|
Q4 2023
Reduced 99.81%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|