Follow-The-Filings

Security · featured owners

ADI Analog Devices Inc.

Information Technology COM Equity as of 2026 Q2 among managers we track

  • 14 Owners
  • #52
  • Max 7.9%
  • Master 0.09%
  • $1.5B
  • 2 new 1 add 11 reduce 1 exit

ADI (Analog Devices Inc.) is held in 14 featured 13F books as of 2026 Q2. First Pacific Advisors is the largest tracked holder by portfolio weight (7.8%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 7.9% (First Pacific Advisors) · not free-float ownership

  1. First Pacific Advisors reduce 7.9%
  2. Ako Capital reduce 5.7%
  3. William Von Mueffling reduce 5.3%
  4. Thomas Gayner reduce 3.0%
  5. Wallace Weitz reduce 2.3%
  6. Francois Rochon reduce 1.3%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
First Pacific Advisors 2026 Q2 7.9% Reduce −7.2% 1,598,506 $635M history
Thomas Gayner - Markel Group 2026 Q2 3.0% Reduce −2.3% 999,671 $397M history
Ako Capital 2026 Q2 5.7% Reduce −40.1% 616,881 $245M history
Sarah Ketterer - Causeway Capital Management 2026 Q2 0.61% Reduce −29.6% 142,050 $56M history
Dan Sundheim - D1 Capital Partners 2026 Q2 0.12% Reduce −65.1% 102,040 $41M history
Francois Rochon - Giverny Capital 2026 Q2 1.3% Reduce −45.4% 93,310 $37M history
William Von Mueffling - Cantillon Capital Management 2026 Q2 5.3% Reduce −95.4% 88,014 $35M history
Wallace Weitz - Weitz Investment Management 2026 Q2 2.3% Reduce −19.9% 85,225 $34M history
Dodge & Cox 2026 Q2 <0.01% Reduce −4.1% 19,210 $8M history
Glen Kacher - Light Street Capital Management 2026 Q2 0.46% Add +0.2% 10,523 $4M history
Murray Stahl - Horizon Kinetics Asset Management 2026 Q2 0.02% Reduce −3.6% 3,626 $1M history
Lee Ainslie - Maverick Capital 2026 Q2 0.01% New 0.01% 2,704 $1M history
Glenn Greenberg - Brave Warrior Advisors 2026 Q2 0.01% New 0.01% 612 $243K history
Mairs & Power 2026 Q2 <0.01% Reduce −21.5% 509 $202K history
First Eagle Investment Management exited 2026 Q2 last 2026 Q1 <0.01% Exit 0.00% 48 $15K history

14 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 8 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 7.01,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 8.01 Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 7.01,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 19 rows shown

Filed Form Detail Links
4 Period Sep 8, 2026 Filing Doc
4 Period Sep 8, 2026 Filing Doc
4 Period Sep 1, 2026 Filing Doc
4 Period Aug 27, 2026 Filing Doc
4 Period Aug 26, 2026 Filing Doc
4 Period Aug 17, 2026 · 6 forms Filing Doc
4 Period Aug 4, 2026 Filing Doc
4 Period Aug 3, 2026 Filing Doc
4 Period Jul 13, 2026 Filing Doc
4 Period Jul 7, 2026 Filing Doc
4 Period Jul 1, 2026 Filing Doc
4 Period Jun 12, 2026 Filing Doc
4 Period Jun 10, 2026 Filing Doc
4 Period Jun 9, 2026 Filing Doc
4 Period Jun 2, 2026 Filing Doc
4 Period Jun 1, 2026 Filing Doc
4 Period May 22, 2026 Filing Doc
4 Period May 1, 2026 Filing Doc
4 Period Apr 7, 2026 · 2 forms Filing Doc

Updated 5 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $12.31B $9.43B $11.02B
Gross profit $7.88B $5.38B $6.77B
Gross margin * 64.0% 57.1% 61.5%
Net income $3.31B $1.64B $2.27B
Net margin * 26.9% 17.3% 20.6%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $4.38B $5.48B $7.11B
Total non-current assets $44.41B $42.74B $40.88B
Total assets $48.79B $48.23B $47.99B
Total current liabilities $3.2B $2.99B $3.25B
Total non-current liabilities $10.03B $10.06B $10.93B
Total equity $35.57B $35.18B $33.82B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $4.82B $3.85B $4.81B
Cash from investing -$1.27B -$1.1B -$1.32B
Cash from financing -$4.06B -$1.71B -$2.98B
Net change in cash -$0.513B $1.03B $0.508B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders