Analog Devices Inc (ADI) 13F Positioning & Ownership Changes (Q2 2026)

ADI ranks #105 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

2320 institutions disclose a position in ADI, but none treat it as a major bet — even Van Eck Associates CORP, its most concentrated holder, allocates just 2.0% of its own portfolio to it.

Assenagon Asset Management S.A. has added to its ADI position for two straight quarters, increasing it by $235.9M to reach $370.1M today.

Confluence Investment Management LLC has trimmed its ADI position for two straight quarters, cutting it by $60.0M while still holding $112.0M.

ADI is down 2.1% today, but institutions show net buying of $77.6B this quarter — a divergence between today's price move and the underlying institutional flow.

ADI posted net income of $4.1B over the trailing twelve months, and currently trades at a P/E of 47.5.

• Profitable — net income of $4.1B over the trailing twelve months
• Revenue grew 41.4% year over year
• Net income improved year over year, from $1.8B to $4.1B
• Generated $4.8B in positive operating cash flow
• Current ratio of 2.19x — enough short-term assets to cover short-term liabilities
• Liabilities run x equity — a highly leveraged balance sheet worth noting