SCHEDULE: State Farm Adjusts ADT Stake to 18.09%

State Farm Mutual Automobile Insurance Company has updated its Schedule 13D filing, reporting a beneficial ownership of 18.09% in ADT, Inc. common stock as of April 23, 2026.

Summary

• State Farm Mutual Automobile Insurance Company has filed an amendment (Amendment No. 4) to its Schedule 13D, updating its beneficial ownership of ADT, Inc. common stock.
• The filing indicates that State Farm beneficially owns 133,333,333 shares of ADT's common stock.
• This holding represents approximately 18.09% of the outstanding common stock.
• The percentage is based on 736,749,788 shares of common stock outstanding as of April 23, 2026, as disclosed in ADT's Form 10-Q filed on April 30, 2026.
• State Farm and its subsidiary, Fire Company, share voting and dispositive power over these shares.
• No transactions involving ADT's common stock were made by State Farm or Fire Company in the past 60 days.
• This amendment serves to update the ownership percentage based on the latest outstanding share count.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this filing as neutral; it's a routine update on beneficial ownership rather than a report on company performance or strategic shifts.

Positives

• State Farm maintains a significant, stable stake in ADT, Inc., indicating continued confidence or strategic interest.
• The updated filing provides clarity on the precise ownership percentage based on current outstanding shares.

Risks

• The filing does not explicitly detail any new risks, but the significant ownership percentage by a large financial institution could imply potential influence on corporate strategy or governance, which may be perceived as a risk by some investors.
• Market perception of a large institutional holder's intentions can influence stock price volatility.

Future Outlook

The filing does not contain specific forward-looking statements or guidance from ADT, Inc. It solely updates State Farm's ownership stake.

Industry Context

StockSavvy.ai notes that significant ownership updates by large institutional investors like State Farm in companies within the security and home automation sector (like ADT) can signal shifts in investor sentiment or strategic alignment within the industry. Such filings are closely watched for potential impacts on market dynamics and competitive positioning.

Stakeholder Impact

• Shareholders: The filing provides transparency on a major shareholder's stake, which can influence market perception and trading activity.
• Management of ADT, Inc.: A significant stake held by State Farm may lead to increased engagement or influence on corporate strategy and governance decisions.
• Competitors: The stability of State Farm's investment may be interpreted by competitors as a sign of confidence in ADT's market position.

Next Steps

• Monitor future filings from State Farm Mutual Automobile Insurance Company for any further changes in beneficial ownership.
• Observe ADT, Inc.'s strategic decisions and performance in light of State Farm's significant stake.

Key Dates

Keywords

ADT Inc, State Farm, Schedule 13D, Beneficial Ownership, Common Stock, SEC Filing, Investment, Shareholder, Ownership Percentage