ADI
Analog Devices Inc
11 super-investors hold ADI worth a combined $2.20B. The largest position: First Pacific Advisors at 7.7% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 44 — ranked #87 of 724 scored stocks.
Why super-investors own ADI
Eleven members of the cohort hold ADI with a combined $2.2B in exposure, though the ownership count tells a quieter story: the base sat at just four holders for eight straight quarters before apparently expanding to eleven in 2026Q1 — suggesting a meaningful broadening of interest. First Pacific Advisors carries the highest conviction at 7.7% of their portfolio ($548M), followed by AKO Capital at 6.4% ($328M) and William Von Mueffling at 4.0% ($608M). Despite the enlarged cohort, 2026Q1 saw zero new positions, additions, trims, or exits — the entire group held completely still. Interest appears to be rising in terms of participant count, but existing holders are in a collective holding pattern with no one pressing size in either direction.
AI-synthesized from 13F filings. Not investment advice.
In the news
all news →- STM vs. ADI: Which Semiconductor Stock Looks More Attractive Now?TradingView ·
- Analog Devices (NASDAQ:ADI) Shares Unloaded Rep. Richard McCormickMarketBeat ·
- Analog Devices (NASDAQ:ADI) Director Sells 1,000 SharesMarketBeat ·
- Analog Devices (NASDAQ: ADI) director Golz sells 1,000 shares at $389.83Stock Titan ·
- Possible Bearish Signals With Analog Devices Insiders Disposing StockMoomoo ·
- Summit Wealth Group LLC Buys Shares of 9,879 Analog Devices, Inc. $ADIMarketBeat ·
Headlines via Google News. Links open in a new tab.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (11) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | William Von Mueffling | 4.0% | 40q | $608M | 1,911,491 |
| 2 | First Pacific Advisors | 7.7% | 40q | $548M | 1,723,135 |
| 3 | AKO Capital | 6.4% | 9q | $328M | 1,029,523 |
| 4 | Thomas Gayner | 2.7% | 40q | $326M | 1,023,245 |
| 5 | Joel Greenblatt | 0.2% | 38q | $232M | 730,395 |
| 6 | Sarah Ketterer | 0.8% | 10q | $64M | 201,819 |
| 7 | Francois Rochon | 2.0% | 18q | $54M | 171,052 |
| 8 | Wallace Weitz | 2.4% | 30q | $34M | 106,350 |
| 9 | Dodge & Cox Funds | <0.1% | 19q | $6M | 20,021 |
| 10 | Mairs & Power Funds | <0.1% | 2q | $206K | 648 |
| 11 | First Eagle Investment Management | 0.0% | 40q | $15K | 48 |
- 1William Von Muefflingport4.0%val$608M1,911,491 sh·40q held
- 2First Pacific Advisorsport7.7%val$548M1,723,135 sh·40q held
- 3AKO Capitalport6.4%val$328M1,029,523 sh·9q held
- 4Thomas Gaynerport2.7%val$326M1,023,245 sh·40q held
- 5Joel Greenblattport0.2%val$232M730,395 sh·38q held
- 6Sarah Kettererport0.8%val$64M201,819 sh·10q held
- 7Francois Rochonport2.0%val$54M171,052 sh·18q held
- 8Wallace Weitzport2.4%val$34M106,350 sh·30q held
- 9Dodge & Cox Fundsport<0.1%val$6M20,021 sh·19q held
- 10Mairs & Power Fundsport<0.1%val$206K648 sh·2q held
- 11First Eagle Investment Managementport0.0%val$15K48 sh·40q held
Owners of ADI also hold
Long US equity 13F-HR filings only. CUSIP 032654105. Not investment advice.