The increase in Vanguard's passive stake is consistent with index rebalancing and does not signal a change in control or activist pressure. Monitor for any future conversion to a 13D filing, which would indicate a shift to activist intent.
Price Chart
Executive Summary
Vanguard Portfolio Management LLC filed an amended Schedule 13G disclosing a passive 8.46% stake in ADT Inc. as of September 30, 2026, up from a prior 6.4% stake reported by Dimensional Fund Advisors LP in a separate filing 22 days ago. The increase reflects routine index/quantitative fund adjustments, not activist intent.
Key Financial Metrics
Key Facts
- Vanguard Portfolio Management LLC disclosed beneficial ownership of 57,175,389 shares of ADT common stock, representing 8.46% of shares outstanding as of September 30, 2026.
- The filing is an amendment to Schedule 13G, indicating passive investment intent under Rule 13d-1(b).
- Vanguard's stake increased from a prior level (the most recent prior 13G/A for ADT from a different filer, Dimensional Fund Advisors, showed 6.4% as of September 30, 2026).
- The filing includes securities held by Vanguard funds and managed accounts over which Vanguard Portfolio Management exercises dispositive power.
Financial Impact
Vanguard's 8.46% stake is valued at approximately $457 million based on ADT's $5.4B market cap.
Risk Factors
- No activist or control intent is indicated; the filing is a routine passive disclosure.
- The stake increase is modest and typical for a large index fund manager; no material stock price impact is expected.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0002100121-26-001041 |
| Document: 0002100121-26-001041-index.html | 0002100121-26-001041 |
| Document: 0002100121-26-001041.txt | 0002100121-26-001041 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | SC 13G/A | $9.87 | awaiting T+5 | awaiting T+5 | $9.86 (−0.10%) |
Oct 29, 2026 3d ago | DEFA14A | $9.88 | awaiting T+5 | awaiting T+5 | $9.86 (−0.20%) |
Oct 29, 2026 3d ago | DEFA14A | $9.88 | awaiting T+5 | awaiting T+5 | $9.86 (−0.20%) |
Oct 29, 2026 3d ago | DEFA14A | $9.88 | awaiting T+5 | awaiting T+5 | $9.86 (−0.20%) |
Oct 29, 2026 3d ago | DEFA14A | $9.88 | awaiting T+5 | awaiting T+5 | $9.86 (−0.20%) |
Oct 29, 2026 3d ago | DEFA14A | $9.88 | awaiting T+5 | awaiting T+5 | $9.86 (−0.20%) |
Oct 29, 2026 3d ago | DEFA14A | $9.88 | awaiting T+5 | awaiting T+5 | $9.86 (−0.20%) |
Oct 29, 2026 3d ago | DEFA14A | $9.88 | awaiting T+5 | awaiting T+5 | $9.86 (−0.20%) |
Oct 29, 2026 3d ago | DEFA14A | $9.87 | awaiting T+5 | awaiting T+5 | $9.86 (−0.10%) |
Oct 29, 2026 3d ago | 8-K | $9.87 | awaiting T+5 | awaiting T+5 | $9.86 (−0.10%) |
US Market Status
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