ADI
Analog Devices Inc
12 of the 83 super-investors we track hold ADI, worth a combined $1.60B per their latest 13F filings. The largest position: First Pacific Advisors at 7.9% of their portfolio. This quarter the cohort logged 1 buy and 3 sells on the name. Conviction score: 42 of 100 (how strongly the cohort backs it) — ranked #102 of 742 stocks. The stock is up 9.0x since a tracked investor first held it at conviction size (Q1 2014 or earlier). Conviction rising: 1 more super-investor hold it than in 2026Q1.
Held through it: William Von Mueffling (49q straight), First Pacific Advisors (49q straight), Thomas Gayner (41q straight) and 10 more. All multibaggers the cohort held →
Why super-investors own ADI
ADI is held by 12 super-investors in our cohort, with a combined position value of $1.6B. The highest-conviction owner is First Pacific Advisors at 7.9% of their portfolio. Cohort ownership has grown from 10 to 12 over the last four quarters — net interest is rising. This quarter the cohort registered 1 new positions, 3 trimmed.
AI-synthesized from 13F filings. Not investment advice.
In the news
all news →- Analog Devices, Inc. $ADI Shares Acquired by Alyeska Investment Group L.P.MarketBeat ·
- Analog Devices Stock Leads 3 US Growth Tech Picks For Cooling Rate Expectationssimplywall.st ·
- Analog Devices, Inc. $ADI Shares Sold by Royal London Asset Management Ltd.MarketBeat ·
- Analog Devices Inc (ADI) Shares Fall 3.4% -- What GF Score of 95 Tells InvestorsGuruFocus ·
- Analog Devices (NASDAQ:ADI) Director Sells $374,500.00 in StockMarketBeat ·
- Analog Devices (ADI) director sells 1,000 shares under 10b5-1 planStock Titan ·
Headlines via Google News. Links open in a new tab.
Cohort owners over time
2016Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (12) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | First Pacific Advisors | 7.9% | 40q | $635M | 1,598,506 |
| 2 | Thomas Gayner | 3.0% | 40q | $397M | 999,671 |
| 3 | AKO Capital | 5.7% | 10q | $245M | 616,881 |
| 4 | Joel Greenblatt | 0.1% | 38q | $148M | 373,186 |
| 5 | Sarah Ketterer | 0.6% | 11q | $56M | 142,050 |
| 6 | Francois Rochon | 1.2% | 19q | $37M | 93,310 |
| 7 | William Von Mueffling | 5.3% | 40q | $35M | 88,014 |
| 8 | Wallace Weitz | 2.3% | 31q | $34M | 85,225 |
| 9 | Dodge & Cox Funds | <0.1% | 20q | $8M | 19,210 |
| 10 | Lee Ainslie | <0.1% | 8q | $1M | 2,704 |
| 11 | Glenn Greenberg | <0.1% | — 1q | $243K | 612 |
| 12 | Mairs & Power Funds | <0.1% | 3q | $202K | 509 |
- 1First Pacific Advisorsport7.9%val$635M1,598,506 sh·40q held
- 2Thomas Gaynerport3.0%val$397M999,671 sh·40q held
- 3AKO Capitalport5.7%val$245M616,881 sh·10q held
- 4Joel Greenblattport0.1%val$148M373,186 sh·38q held
- 5Sarah Kettererport0.6%val$56M142,050 sh·11q held
- 6Francois Rochonport1.2%val$37M93,310 sh·19q held
- 7William Von Muefflingport5.3%val$35M88,014 sh·40q held
- 8Wallace Weitzport2.3%val$34M85,225 sh·31q held
- 9Dodge & Cox Fundsport<0.1%val$8M19,210 sh·20q held
- 10Lee Ainslieport<0.1%val$1M2,704 sh·8q held
- 11Glenn Greenbergport<0.1%val$243K612 sh·—1q held
- 12Mairs & Power Fundsport<0.1%val$202K509 sh·3q held
Owners of ADI also hold
Congress is trading ADI
Congress tracker →- Richard Dean McCormicksold$1,001 - $15,000 · 2026-07-30
- Thomas H. Kean Jrsold$1,001 - $15,000 · 2026-06-30
- Richard Dean McCormicksold$1,001 - $15,000 · 2026-06-12
- Josh Gottheimerbought$1,001 - $15,000 · 2026-05-19
- Thomas H. Kean Jrsold$1,001 - $15,000 · 2026-04-29
- Richard Dean McCormicksold$1,001 - $15,000 · 2026-03-19
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (4)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Francois Rochon | TRIM | 1.2% | -45% | $37M | Aug 26, 2026 |
| Glenn Greenberg | NEW | <0.1% | +100% | $243K | Aug 14, 2026 |
| AKO Capital | TRIM | 5.7% | -40% | $245M | Aug 12, 2026 |
| William Von Mueffling | TRIM | 5.3% | -95% | $35M | Jul 29, 2026 |
Long US equity 13F-HR filings only. CUSIP 032654105. Not investment advice.