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ADT INC DEL ADT

ADT Inc. provides security, interactive, and smart home solutions in the United States. The company offers burglar and life safety alarms, smart security cameras, smart home automation systems, and video surveillance systems to detect intrusion; control access; sense movement, smoke, fire, carbon monoxide, leaks, temperature, and other environmental conditions and hazards; and address personal medical emergencies, such as injuries or unanticipated falls.

Company profile

Business mix

  • The company offers burglar and life safety alarms, smart security cameras, smart home automation systems, and video surveillance systems to detect intrusion.
  • It also provides routine maintenance and installation services for upgraded or additional equipment.
  • In addition, the company offers ADT+ app, an interactive technology platform; Trusted Neighbor, which allows customers to grant access to their homes through homeowner-authorized credentials and the ADT+ app.
  • Further, it operates monitoring centers that provide professional and outsourced monitoring services; and field and call centers.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in security & protection services?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Ariel Investments John Rogers 1.4% $128.0M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 0 Last 3 13F filing periods
Net reducers 2 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $36.9M Estimated from net reduced shares
Net share change / base shares -20.8% -5,129,146 / 24,604,198
Ariel Investments John Rogers 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -5.1% 13F value change -$4.7M
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -2.3% 13F value change -$18.2M
13F 2026-03-31 Filed 2026-05-14
Minor reduction Shares -9.7% 13F value change -$46.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 23,244,598 Last 3 periods -3,769,546 (-16.2%) Total shares 19,475,052 Value $128.0M
Soros Fund Management George Soros 3 filing periods
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -17.0% 13F value change -$1.5M
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 8.3% 13F value change +$1.1M
13F 2025-12-31 Filed 2026-02-13
Sold out Shares -100.0% 13F value change -$10.6M
Settlement As of 13F 2025-12-31 · Filed 2026-02-13
Base shares 1,359,600 Last 3 periods -1,359,600 (-100.0%) Total shares 0 Value $0

Recent mentions

No public mentions.