ADI
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 42.4 | P/B | 3.38 |
| EPS (TTM) | 8.43 | Dividend | 1.88% |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 43.1M | 0.2% | −0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 31.7M | n/a | n/a |
| State Street | 23.1M | 0.3% | −2% |
| JPMORGAN CHASE & CO | 20.7M | n/a | −8% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 14.3M | n/a | n/a |
| Geode Capital Management | 12.2M | 0.2% | +2% |
Top institutional owners for ADI as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| SEP 23 | Puccio Richard C Jr | SELL | 2K | −$573K |
| SEP 10 | STATA RAY | SELL | 72 | −$26K |
| SEP 09 | Puccio Richard C Jr | SELL | 2K | −$545K |
| SEP 02 | ROCHE VINCENT | SELL | 10K | −$4M |
| AUG 28 | Golz Karen | SELL | 1K | −$375K |
| AUG 27 | Puccio Richard C Jr | SELL | 3K | −$1M |
0 insider buys, 18 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.