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ADI Analog Devices

Information Technology, filed as ANALOG DEVICES INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2, sold by 9

  • 14 Owners
  • #54
  • Max 7.9%
  • Master 0.09%
  • $1.5B
  • 2 new 8 reduce 1 exit 4 small

In 2026 Q2, 2 managers opened positions, 8 trimmed, and 1 sold out.

Who owns this now

Largest portfolio weights among holders, up to 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%

Who owns ADI

Sorted by value, long equity only, as of 2026 Q2.

History
First Pacific Advisors 7.9% Reduce −7.2% 1,598,506 $635M History
Thomas Gayner, Markel Group 3.0% Small trim −2.3% 999,671 $397M History
Ako Capital 5.7%, was 6.4% Reduce −40.1% 616,881 $245M History
Sarah Ketterer, Causeway Capital Management 0.61%, was 0.79% Reduce −29.6% 142,050 $56M History
Dan Sundheim, D1 Capital Partners 0.12%, was 0.83% Reduce −65.1% 102,040 $41M History
Francois Rochon, Giverny Capital 1.3%, was 2.0% Reduce −45.4% 93,310 $37M History
William Von Mueffling, Cantillon Capital Management 5.3% Reduce −95.4% 88,014 $35M History
Wallace Weitz, Weitz Investment Management 2.3%, was 2.4% Reduce −19.9% 85,225 $34M History
Dodge & Cox <0.01% Small trim −4.1% 19,210 $7.6M History
Glen Kacher, Light Street Capital Management 0.46% Small add +0.2% 10,523 $4.2M History
Murray Stahl, Horizon Kinetics Asset Management 0.02% Small trim −3.6% 3,626 $1.4M History
Lee Ainslie, Maverick Capital 0.01% New 0.01% 2,704 $1.1M History
Glenn Greenberg, Brave Warrior Advisors 0.01% New 0.01% 612 $243K History
Mairs & Power <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

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by ADI's executives, directors and 10% owners in the last 12 months, from their Form 4s

All ADI insider trades
  • None no insider bought on the open market
  • $45.4M sold by 6 insiders outside a trading plan
  • $59.8M sold by 4 insiders under 10b5-1 plans
  1. Richard C Puccio Jr. CFO
    Planned sale
    $584K 1,500 shares at $389.46 3% of stake
    Traded Oct 20 Filed Oct 21
    ↗
  2. Vivek Jain Chief Operations/Tech Officer
    Sale
    $2.2M 5,305 shares at $407.79 12% of stake
    Traded Oct 7–8 Filed Oct 9
    ↗
  3. Ray Stata Director
    Planned sale
    $1.2M 2,832 shares at $413.71 2.6% of stake
    Traded Oct 6–7 Filed Oct 8
    ↗
  4. Richard C Puccio Jr. CFO
    Planned sale
    $632K 1,500 shares at $421.08 2.9% of stake
    Traded Oct 6 Filed Oct 7
    ↗
  5. Katsufumi Nakamura Chief Customer Officer
    Sale
    $498K 1,200 shares at $415.02 7.5% of stake
    Traded Oct 2 Filed Oct 5
    ↗
  6. Vivek Jain Chief Operations/Tech Officer
    Sale
    $834K 2,000 shares at $416.98 4.2% of stake
    Traded Oct 2 Filed Oct 5
    ↗
  7. Vincent Roche CEO
    Planned sale
    $4M 10,000 shares at $396.94 8% of stake
    Traded Oct 1 Filed Oct 5
    ↗
  8. Richard C Puccio Jr. CFO
    Planned sale
    $573K 1,500 shares at $382.19 2.8% of stake
    Traded Sep 22 Filed Sep 23
    ↗
  9. Ray Stata Director
    Planned sale
    $1M 2,832 shares at $363.32 2.5% of stake
    Traded Sep 8–9 Filed Sep 10
    ↗
  10. Richard C Puccio Jr. CFO
    Planned sale
    $545K 1,500 shares at $363.65 2.8% of stake
    Traded Sep 8 Filed Sep 9
    ↗
  11. Vincent Roche CEO
    Planned sale
    $3.6M 10,000 shares at $356.33 6.9% of stake
    Traded Sep 1 Filed Sep 2
    ↗
  12. Karen Golz Director
    Planned sale
    $375K 1,000 shares at $374.50 9.1% of stake
    Traded Aug 27 Filed Aug 28
    ↗
  13. Richard C Puccio Jr. CFO
    Planned sale
    $1M 2,683 shares at $374.56 4.7% of stake
    Traded Aug 26 Filed Aug 27
    ↗
  14. Ray Stata Director
    Planned sale
    $1.1M 2,832 shares at $377.97 2.4% of stake
    Traded Aug 4–5 Filed Aug 6
    ↗
  15. Vincent Roche CEO
    Planned sale
    $3.6M 10,000 shares at $363.00 6.8% of stake
    Traded Aug 3 Filed Aug 4
    ↗

Also filed in the last 12 months, not counted as buying or selling: 26 stock grants, 19 share withholdings for taxes, 19 option exercises, and 3 gifts.

Congress

15 members of Congress traded ADI in the last three years: 13 buys and 21 sales. 13 members listed it in 2025 annual reports.

All Congress trades
  1. Rick Larsen D-WA-2 Buy $1K–$15K Oct 8 filed Oct 12
  2. Sheldon Whitehouse D-RISpouse Partial sale $1K–$15K Sep 4 filed Oct 1
  3. Richard McCormick R-GA-7 Sell $1K–$15K Jul 30 filed Aug 14
  4. Alan Armstrong R-OK Buy $1K–$15K Mar 27 filed Jul 21
  5. Thomas H. Kean, Jr. R-NJ-7 Partial sale $1K–$15K Jun 30 filed Jul 15
  6. Richard McCormick R-GA-7 Partial sale $1K–$15K Jun 12 filed Jul 9

SEC filings

Recent issuer filings from EDGAR, 9 shown.

Filed Form Detail Links
SCHEDULE 13G/A — Filing Doc
8-K 1.01,9.01 Filing Doc
424B2 Filing Doc
424B2 Filing Doc
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

Source: SEC EDGAR submissions, updated 3 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.