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ATI

Industrials, filed as ATI 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 4

  • 5 Owners
  • Max 1.4%
  • $419M
  • 1 new 1 add 3 reduce 1 exit

In 2026 Q2, 1 manager opened a position, 1 added, 3 trimmed, and 1 sold out.

Who owns this now

Largest portfolio weights among holders, up to 1.4% (Polen Capital Management). Not free-float ownership.

  1. Polen Capital Management New 1.4%
  2. Andreas Halvorsen Reduce 0.65%
  3. Senator Investment Group Reduce 0.58%
  4. George Soros Add 0.18%

Who owns ATI

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

History
Andreas Halvorsen, Viking Global Investors 0.65%, was 1.4% Reduce −65.4% 1,153,880 $227M History
Polen Capital Management 1.4% New 1.4% 819,236 $161M History
Senator Investment Group 0.58%, was 0.97% Reduce −44.8% 80,000 $16M History
George Soros, Soros Fund Management 0.18%, was 0.09% Add +38.8% 73,339 $14M History
Cathie Wood, Ark Investment Management <0.01% Reduce −28.3% 487 $96K History
Ben Jacobs, Anomaly Capital Management exited 2026 Q2 Last 2026 Q1 0.66% Exit −0.66% 74,830 $11M History

5 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 ATI's executives, directors and 10% owners in the last 12 months, from their Form 4s

All ATI insider trades
  • None no insider bought on the open market
  • $1.8M sold by 2 insiders outside a trading plan
  • $80.9M sold by 3 insiders under 10b5-1 plans
  1. Timothy J Harris Senior VP and CDIO
    Planned sale
    $1.7M 9,000 shares at $191.82 9.3% of stake
    Traded Sep 21 Filed Sep 23
    ↗
  2. Timothy J Harris Senior VP and CDIO
    Planned sale
    $3.2M 16,500 shares at $193.06 15% of stake
    Traded Sep 14 Filed Sep 16
    ↗
  3. Timothy J Harris Senior VP and CDIO
    Planned sale
    $3.4M 16,500 shares at $207.54 13% of stake
    Traded Sep 8 Filed Sep 10
    ↗
  4. David J Morehouse Director
    Sale
    $501K 2,485 shares at $201.61 6.5% of stake
    Traded Sep 2 Filed Sep 4
    ↗
  5. Timothy J Harris Senior VP and CDIO
    Planned sale
    $3.5M 16,500 shares at $210.01 11% of stake
    Traded Aug 31 Filed Sep 2
    ↗
  6. Timothy J Harris Senior VP and CDIO
    Planned sale
    $3.4M 16,500 shares at $206.92 10% of stake
    Traded Aug 24 Filed Aug 26
    ↗
  7. Kimberly A Fields CEO
    Planned sale
    $5.7M 24,845 shares at $231.19 20% of stake
    Traded Aug 17 Filed Aug 19
    ↗
  8. Kimberly A Fields CEO
    Planned sale
    $6.1M 31,757 shares at $190.99 20% of stake
    Traded Jul 28 Filed Jul 30
    ↗
  9. Kimberly A Fields CEO
    Planned sale
    $7.3M 40,000 shares at $182.91 20% of stake
    Traded Jul 7 Filed Jul 9
    ↗
  10. Kimberly A Fields CEO
    Planned sale
    $4.2M 20,693 shares at $200.64 9.5% of stake
    Traded Jun 22–24 Filed Jun 24
    ↗
  11. Kimberly A Fields CEO
    Planned sale
    $10.7M 59,749 shares at $179.07 22% of stake
    Traded Jun 2 Filed Jun 4
    ↗
  12. Kimberly A Fields CEO
    Planned sale
    $6.4M 40,000 shares at $159.21 13% of stake
    Traded May 11 Filed May 12
    ↗
  13. David J Morehouse Director
    Sale
    $1M 6,609 shares at $154.25 15% of stake
    Traded Mar 9 Filed Mar 11
    ↗
  14. Robert S Wetherbee Chair
    Planned sale
    $8.7M 60,000 shares at $145.62 18% of stake
    Traded Feb 10–17 Filed Feb 19
    ↗
  15. Robert S Wetherbee Chair
    Planned sale
    $6.6M 60,020 shares at $109.57 32% of stake
    Traded Dec 18, 2025 Filed Dec 19, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 20 stock grants, 16 share withholdings for taxes, 5 option exercises, and 2 gifts.

SEC filings

Recent issuer filings from EDGAR, 18 shown.

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 1.01,2.03,8.01,9.01 Filing Doc
424B5 Filing Doc
424B3 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 5.07,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
DEFA14A Filing Doc

Source: SEC EDGAR submissions, updated about 22 hours 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 $3.84B $4.36B $4.59B
Gross profit $0.714B $0.898B $1.01B
Gross margin * 18.6% 20.6% 22.0%
Net income $323.5M $367.8M $404.3M
Net margin * 8.4% 8.4% 8.8%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $2.48B $2.94B $2.68B
Total non-current assets * $1.97B $2.29B $2.42B
Total assets $4.45B $5.23B $5.1B
Total current liabilities $0.964B $1.21B $1.01B
Total non-current liabilities * $2.32B $2.07B $2.18B
Total equity $1.05B $1.85B $1.8B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $224.9M $407.2M $614.3M
Cash from investing -$126.7M -$159.6M -$234.5M
Cash from financing -$201.9M -$260.4M -$699.9M
Net change in cash -$103.7M -$22.7M -$304.5M

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.