ATRICURE INC (ATRC)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
239
Reporting holders
$1.5B
Reported value
101.8%
Of shares outstanding
0.4%
Held as options
+34
Holder change
Institutions report 51,777,567 shares against 50,866,294 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $125.2M | 4,474,548 | 0.00% | 8q | +10.7%+$12.1M |
| WELLINGTON MANAGEMENT GROUP LLP | $97.8M | 3,495,603 | 0.02% | 31q | +3.3%+$3.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $87.5M | 3,127,195 | 0.00% | 2q | +15.7%+$11.9M |
| Hood River Capital Management LLC | $81.3M | 2,905,299 | 0.59% | 9q | -6.8%-$5.9M |
| ALLIANCEBERNSTEIN L.P. | $79.0M | 2,768,365 | 0.03% | 31q | -15.1%-$14.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $61.3M | 2,190,413 | 0.00% | 2q | +1.6%+$969.5K |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $48.5M | 1,734,279 | 0.07% | 3q | -3.9%-$2.0M |
| GOLDMAN SACHS GROUP INC | $44.7M | 1,597,988 | 0.00% | 31q | -4.1%-$1.9M |
| STATE STREET CORP | $38.9M | 1,389,989 | 0.00% | 31q | +6.7%+$2.5M |
| MARSHALL WACE, LLP | $37.3M | 1,333,904 | 0.03% | 14q | -9.1%-$3.7M |
| GEODE CAPITAL MANAGEMENT, LLC | $36.9M | 1,319,687 | 0.00% | 31q | +7.6%+$2.6M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $36.3M | 1,296,209 | 0.02% | 2q | +366.8%+$28.5M |
| Grandeur Peak Global Advisors, LLC | $32.9M | 1,174,798 | 3.80% | 4q | +207.6%+$22.2M |
| DIMENSIONAL FUND ADVISORS LP | $29.2M | 1,044,034 | 0.01% | 29q | +4.6%+$1.3M |
| NEUBERGER BERMAN GROUP LLC | $26.6M | 947,982 | 0.02% | 31q | -9.7%-$2.9M |
| Champlain Investment Partners, LLC | $26.3M | 938,567 | 0.67% | 28q | -3.4%-$910.6K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $25.1M | 897,419 | 0.03% | 31q | -15.4%-$4.6M |
| BANK OF AMERICA CORP /DE/ | $24.5M | 874,370 | 0.00% | 31q | +13.8%+$3.0M |
| KENNEDY CAPITAL MANAGEMENT LLC | $24.0M | 857,787 | 0.42% | 26q | +2.8%+$661.2K |
| Divisadero Street Capital Management, LP | $22.4M | 800,931 | 0.51% | 2q | -31.0%-$10.0M |
| Point72 Asset Management, L.P. | $16.9M | 604,380 | 0.02% | new | NEW |
| DAFNA Capital Management LLC | $16.7M | 597,431 | 3.19% | 31q | HELD |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $16.2M | 580,621 | 0.01% | 4q | -0.8%-$132.4K |
| First Light Asset Management, LLC | $15.9M | 567,838 | 0.97% | 31q | -22.2%-$4.5M |
| Qube Research & Technologies Ltd | $15.7M | 560,824 | 0.01% | 6q | +23.3%+$3.0M |
| AQR CAPITAL MANAGEMENT LLC | $15.2M | 544,123 | 0.01% | 25q | +191.9%+$10.0M |
| TWO SIGMA INVESTMENTS, LP | $14.7M | 525,795 | 0.01% | 17q | -30.0%-$6.3M |
| FMR LLC | $14.2M | 506,357 | 0.00% | 31q | +50.3%+$4.7M |
| OSTERWEIS CAPITAL MANAGEMENT INC | $14.0M | 501,355 | 0.66% | 6q | +43.4%+$4.2M |
| NORTHERN TRUST CORP | $13.5M | 482,043 | 0.00% | 31q | +7.2%+$907.8K |
| MORGAN STANLEY | $12.8M | 457,798 | 0.00% | 35q | -36.3%-$7.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $11.8M | 423,106 | 0.00% | 31q | -1.6%-$188.2K |
| Sixth Street Partners Management Company, L.P. | $11.8M | 423,106 | 0.00% | new | NEW |
| PANAGORA ASSET MANAGEMENT INC | $10.9M | 389,099 | 0.03% | 20q | +71.1%+$4.5M |
| NORGES BANK | $10.5M | 374,362 | 0.00% | 22q | +74.9%+$4.5M |
| Nuveen, LLC | $10.2M | 365,825 | 0.00% | 6q | +8.6%+$814.2K |
| WCM INVESTMENT MANAGEMENT, LLC | $10.1M | 351,081 | 0.02% | 30q | -2.4%-$249.1K |
| VANGUARD FIDUCIARY TRUST CO | $10.0M | 359,048 | 0.00% | 2q | +4.7%+$453.1K |
| Connor, Clark & Lunn Investment Management Ltd. | $9.4M | 335,541 | 0.02% | 16q | -2.9%-$275.5K |
| First Eagle Investment Management, LLC | $8.3M | 297,643 | 0.01% | 3q | +13.5%+$993.3K |
| SEI INVESTMENTS CO | $7.9M | 281,310 | 0.01% | 31q | +7.9%+$574.2K |
| RAYMOND JAMES FINANCIAL INC | $7.4M | 266,055 | 0.00% | 7q | +22.7%+$1.4M |
| Amundi | $7.4M | 264,854 | 0.00% | 16q | +17.2%+$1.1M |
| RENAISSANCE TECHNOLOGIES LLC | $6.6M | 234,100 | 0.01% | 17q | -24.2%-$2.1M |
| WASATCH ADVISORS LP | $6.5M | 233,604 | 0.04% | 31q | -8.0%-$568.7K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $6.3M | 226,338 | 0.01% | 6q | +5.0%+$302.0K |
| NICHOLAS COMPANY, INC. | $5.7M | 204,595 | 0.10% | 19q | HELD |
| D. E. Shaw & Co., Inc. | $5.4M | 192,824 | 0.00% | 2q | +240.7%+$3.8M |
| CITADEL ADVISORS LLC | $5.3M | 177,339 | 0.00% | 31q | +103.0%+$2.7M |
| Advisors Capital Management, LLC | $4.9M | 174,496 | 0.05% | 22q | -4.3%-$218.7K |
| Meros Investment Management, LP | $4.8M | 170,000 | 1.51% | new | NEW |
| JPMORGAN CHASE & CO | $4.7M | 160,393 | 0.00% | 31q | -6.3%-$316.3K |
| STATE OF WISCONSIN INVESTMENT BOARD | $4.2M | 151,835 | 0.01% | 23q | -9.3%-$434.2K |
| Bank of New York Mellon Corp | $4.0M | 141,275 | 0.00% | 31q | +8.1%+$297.3K |
| Caption Management, LLC | $3.9M | 39,168 | 0.02% | new | NEW |
| Topline Capital Management, LLC | $3.9M | 138,490 | 1.00% | new | NEW |
| RICE HALL JAMES & ASSOCIATES, LLC | $3.8M | 134,207 | 0.18% | 2q | +432.4%+$3.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.7M | 131,853 | 0.00% | 31q | -76.2%-$11.8M |
| Assenagon Asset Management S.A. | $3.5M | 124,668 | 0.00% | new | NEW |
| Allianz Asset Management GmbH | $3.5M | 122,158 | 0.00% | 11q | HELD |
| PARADIGM CAPITAL MANAGEMENT INC/NY | $3.4M | 123,100 | 0.09% | 31q | HELD |
| WELLS FARGO & COMPANY/MN | $2.9M | 104,743 | 0.00% | 31q | -24.2%-$935.2K |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $2.8M | 100,000 | 0.00% | 7q | -33.3%-$1.4M |
| Swiss National Bank | $2.7M | 96,500 | 0.00% | 31q | -1.5%-$42.0K |
| AMERIPRISE FINANCIAL INC | $2.7M | 94,897 | 0.00% | 4q | -9.4%-$276.1K |
| LPL Financial LLC | $2.6M | 92,858 | 0.00% | 25q | +346.8%+$2.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.6M | 14,450 | 0.00% | 16q | -62.7%-$4.3M |
| ExodusPoint Capital Management, LP | $2.4M | 86,356 | 0.02% | new | NEW |
| Invesco Ltd. | $2.4M | 84,847 | 0.00% | 31q | +9.7%+$210.7K |
| HighMark Wealth Management LLC | $2.3M | 83,720 | 0.78% | 18q | HELD |
| Susquehanna Portfolio Strategies, LLC | $2.2M | 80,089 | 0.04% | new | NEW |
| Emerald Investment Advisers, LLC | $2.2M | 79,102 | 0.15% | 2q | +10.6%+$212.9K |
| Bridgewater Associates, LP | $2.1M | 76,307 | 0.01% | 2q | +127.7%+$1.2M |
| Riverwater Partners LLC | $2.0M | 71,596 | 0.59% | 5q | +1.5%+$30.5K |
| PRINCIPAL FINANCIAL GROUP INC | $2.0M | 69,852 | 0.00% | 5q | +8.6%+$155.5K |
| Schonfeld Strategic Advisors LLC | $1.9M | 68,243 | 0.01% | 2q | -32.9%-$935.6K |
| UBS Group AG | $1.8M | 64,186 | 0.00% | 23q | -2.5%-$47.0K |
| RHUMBLINE ADVISERS | $1.8M | 63,916 | 0.00% | 31q | -3.6%-$66.2K |
| DEUTSCHE BANK AG\ | $1.7M | 59,668 | 0.00% | 34q | +18.1%+$256.2K |
| FRANKLIN RESOURCES INC | $1.6M | 58,890 | 0.00% | 12q | +6.1%+$94.4K |
| Granite Investment Partners, LLC | $1.6M | 58,828 | 0.08% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $1.5M | 55,141 | 0.00% | 25q | -4.7%-$76.6K |
| Orion Porfolio Solutions, LLC | $1.5M | 55,105 | 0.01% | 24q | -5.5%-$89.3K |
| Brevan Howard Capital Management LP | $1.5M | 54,447 | 0.01% | 8q | +473.1%+$1.3M |
| Knott David M Jr | $1.4M | 51,400 | 0.76% | 6q | HELD |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $1.4M | 50,582 | 0.01% | 15q | -48.0%-$1.3M |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $1.4M | 50,484 | 0.03% | new | NEW |
| DIVERSIFIED TRUST CO | $1.4M | 50,222 | 0.02% | 26q | +25.3%+$283.5K |
| B. Metzler seel. Sohn & Co. AG | $1.4M | 49,876 | 0.01% | 18q | HELD |
| FIRST TRUST ADVISORS LP | $1.4M | 48,407 | 0.00% | 5q | -74.4%-$3.9M |
| Engineers Gate Manager LP | $1.3M | 48,160 | 0.02% | 21q | +12.3%+$147.8K |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.3M | 44,784 | 0.00% | 2q | HELD |
| SCOTIA CAPITAL INC. | $1.2M | 41,495 | 0.00% | 6q | +2.8%+$31.2K |
| IEQ CAPITAL, LLC | $1.2M | 41,484 | 0.01% | 2q | +421.7%+$938.2K |
| Legal & General Group Plc | $1.1M | 39,893 | 0.00% | 31q | -5.7%-$67.4K |
| XTX Topco Ltd | $1.0M | 37,248 | 0.01% | new | NEW |
| WINTON GROUP Ltd | $1.0M | 35,800 | 0.03% | new | NEW |
| Marks Group Wealth Management, Inc | $961.8K | 34,374 | 0.08% | 20q | +18.6%+$151.1K |
| US BANCORP \DE\ | $955.0K | 34,131 | 0.00% | 31q | +21.4%+$168.6K |
| EntryPoint Capital, LLC | $862.7K | 30,831 | 0.21% | 6q | +55.1%+$306.4K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | AllianceBernstein L.P. | 5.5% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 239 | $1.5B | 51,777,567 | 52 | 92 | 60 | 0.4% |
| Q1 2026 | 205 | $1.4B | 48,718,823 | 25 | 76 | 56 | 0.0% |
| Q4 2025 | 216 | $1.8B | 46,654,677 | 30 | 81 | 65 | 0.1% |
| Q3 2025 | 206 | $1.6B | 46,485,048 | 32 | 63 | 75 | 0.1% |
| Q2 2025 | 184 | $1.5B | 46,684,967 | 15 | 68 | 65 | 0.1% |
| Q1 2025 | 203 | $1.6B | 48,159,067 | 34 | 72 | 57 | 0.1% |
| Q4 2024 | 199 | $1.4B | 44,705,175 | 31 | 61 | 64 | 0.1% |
| Q3 2024 | 184 | $1.3B | 47,761,695 | 35 | 46 | 74 | 0.1% |
| Q2 2024 | 181 | $1.1B | 49,500,474 | 25 | 84 | 47 | 0.4% |
| Q1 2024 | 196 | $1.5B | 48,628,713 | 28 | 74 | 65 | 0.5% |
| Q4 2023 | 204 | $1.6B | 44,090,083 | 30 | 87 | 55 | 0.2% |
| Q3 2023 | 198 | $1.8B | 41,219,205 | 23 | 71 | 64 | 0.0% |
| Q2 2023 | 193 | $2.0B | 41,164,955 | 17 | 76 | 59 | 0.0% |
| Q1 2023 | 190 | $1.6B | 38,585,036 | 35 | 71 | 47 | 0.0% |
| Q4 2022 | 162 | $1.6B | 37,191,740 | 20 | 51 | 61 | 0.1% |
| Q3 2022 | 207 | $1.7B | 44,657,887 | 23 | 72 | 65 | 0.1% |
| Q2 2022 | 206 | $1.8B | 44,496,454 | 28 | 82 | 55 | 0.0% |
| Q1 2022 | 213 | $2.9B | 44,044,306 | 23 | 70 | 83 | 0.0% |
| Q4 2021 | 217 | $3.1B | 44,177,595 | 24 | 70 | 66 | 0.0% |
| Q3 2021 | 211 | $3.0B | 43,360,528 | 24 | 66 | 79 | 0.1% |
| Q2 2021 | 210 | $3.5B | 44,309,260 | 39 | 62 | 78 | 0.1% |
| Q1 2021 | 190 | $2.9B | 44,594,523 | 31 | 51 | 72 | 0.2% |
| Q4 2020 | 195 | $2.5B | 44,016,491 | 33 | 65 | 53 | 0.1% |
| Q3 2020 | 183 | $1.7B | 42,566,224 | 27 | 73 | 44 | 0.6% |
| Q2 2020 | 190 | $1.9B | 41,949,293 | 50 | 65 | 53 | 0.1% |
| Q1 2020 | 153 | $1.3B | 37,304,510 | 32 | 42 | 57 | 2.0% |
| Q4 2019 | 141 | $1.2B | 35,427,975 | 18 | 50 | 45 | 0.1% |
| Q3 2019 | 140 | $875.2M | 34,972,043 | 17 | 51 | 50 | 0.4% |
| Q2 2019 | 146 | $1.0B | 34,626,689 | 19 | 66 | 36 | 0.7% |
| Q1 2019 | 159 | $943.6M | 35,191,298 | 26 | 65 | 38 | 0.1% |
| Q4 2018 | 151 | $1.1B | 36,191,816 | 8 | 4 | 1 | 0.7% |