SCHEDULE: AQR Capital Management Discloses ADT Stake

AQR Capital Management, LLC and AQR Capital Management Holdings, LLC have filed a Schedule 13G, reporting beneficial ownership of 4.38% of ADT Inc.'s common stock as of March 31, 2026.

Summary

• AQR Capital Management, LLC and AQR Capital Management Holdings, LLC have jointly filed an amended Schedule 13G, indicating their beneficial ownership of ADT Inc. common stock.
• As of March 31, 2026, the reporting entities collectively beneficially owned 33,546,946 shares of ADT Inc. common stock.
• This holding represents 4.38% of the total class of securities.
• Both AQR Capital Management, LLC and AQR Capital Management Holdings, LLC share voting and dispositive power over these shares.
• The filing states that the securities were acquired and are held in the ordinary course of business and not for the purpose of influencing control of the issuer.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing, as it is a routine disclosure of an institutional investor's holdings and does not contain new operational or financial performance information about ADT Inc.

Positives

• AQR Capital Management, LLC and AQR Capital Management Holdings, LLC have disclosed their significant stake in ADT Inc., providing transparency to the market.
• The filing indicates that the shares are held in the ordinary course of business, suggesting a passive investment approach rather than an attempt to gain control.

Risks

• While the filing states the shares are not held for the purpose of influencing control, any significant shift in AQR's holdings could impact ADT Inc.'s stock price and investor sentiment.
• The concentration of 4.38% ownership by a single entity could be a factor in future corporate actions or governance discussions.

Future Outlook

The filing does not contain specific forward-looking statements or guidance from ADT Inc. It solely reports the ownership stake of AQR Capital Management.

Management Comments

• "By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11."

Industry Context

StockSavvy.ai notes that large institutional ownership filings like this Schedule 13G are common in the security and smart home industry, reflecting the significant capital managed by investment firms in publicly traded companies.

Stakeholder Impact

• Shareholders: Increased transparency regarding significant institutional ownership.
• Management of ADT Inc.: Awareness of a substantial passive investor.
• Competitors: No direct impact, but reflects general investment trends in the sector.

Next Steps

• AQR Capital Management will continue to hold or manage its stake in ADT Inc. according to its investment strategy.
• ADT Inc. will continue its business operations as disclosed in its other SEC filings.

Key Dates

Keywords

ADT Inc., AQR Capital Management, Schedule 13G, Beneficial Ownership, Common Stock, SEC Filing, Investment Management, Passive Investment