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Atricure Inc (ATRC)

CUSIP: 04963C209 | NYSE | Healthcare · Medical Instruments & Supplies | Small Cap | 801 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABlackRock, Inc.7,837,48415.4%New 5%+ stakeSep 30, 202692d ahead of 13F (4,474,548 sh) · +3,362,936
13G/AVanguard Portfolio Management LLC3,676,3037.2%New 5%+ stakeSep 30, 202692d ahead of 13F (3,127,195 sh) · +549,108
13G/ABlackRock, Inc.7,837,484
15.4% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (4,474,548 sh) · +3,362,936
13G/AVanguard Portfolio Management LLC3,676,303
7.2% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (3,127,195 sh) · +549,108

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,021,214
0.0% of portfolio›$57.4M
Principal Financial Group Inc386,234
0.0% of portfolio›$21.7M
Nicholas Company, Inc.204,595
0.2% of portfolio›$11.5M
Harbor Capital Advisors, Inc.90,742
0.8% of portfolio›$5.1M
Granite Investment Partners, LLC80,108
0.2% of portfolio›$4.5M
Riverwater Partners LLC50,588
0.8% of portfolio›$2.8M
B. Metzler seel. Sohn & Co. AG49,876
0.0% of portfolio›$2.8M
State of New Jersey Common Pension Fund D24,698
0.0% of portfolio›$1.4M
Truist Financial Corp21,791
0.0% of portfolio›$1.2M
Louisiana State Employees Retirement System21,700
0.0% of portfolio›$1.2M
Creative Planning20,990
0.0% of portfolio›$1.2M
Wealth Enhancement Advisory Services, LLC18,017
0.0% of portfolio›$654.4K
DekaBank Deutsche Girozentrale17,574
0.0% of portfolio›$1.0K
Perkins Capital Management Inc17,400
0.7% of portfolio›$977.9K
Cookson Peirce & Co Inc15,000
0.0% of portfolio›$843.0K
Yousif Capital Management, LLC13,551
0.0% of portfolio›$761.6K
Arizona State Retirement System13,545
0.0% of portfolio›$761.2K
Amalgamated Bank13,160
0.0% of portfolio›$740.0K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS11,985
0.0% of portfolio›$673.6K
Diversify Advisory Services, LLC11,745
0.0% of portfolio›$678.6K
Diversify Wealth Management, LLC11,745
0.0% of portfolio›$678.6K
Oregon Public Employees Retirement Fund11,400
0.0% of portfolio›$640.7K
Blue Trust, Inc.10,585
0.0% of portfolio›$594.9K
State of Alaska, Department of Revenue10,497
0.0% of portfolio›$589.0K
MacKenzie Financial Corp10,171
0.0% of portfolio›$571.6K
Cambridge Investment Research Advisors, Inc.8,804
0.0% of portfolio›$495.0K
First Bank & Trust7,973
0.1% of portfolio›$448.1K
Pictet Asset Management Holding SA7,859
0.0% of portfolio›$441.7K
ProShare Advisors LLC6,857
0.0% of portfolio›$385.4K
Citigroup Inc6,156
0.0% of portfolio›$346.0K
Mutual of America Capital Management LLC5,804
0.0% of portfolio›$326.2K
Xponance LLC5,778
0.0% of portfolio›$324.7K
Net Worth Advisory Group5,699
0.1% of portfolio›$305.4K
MGO One Seven LLC5,655
0.0% of portfolio›$317.8K
Quadrant Capital Group LLC5,645
0.0% of portfolio›$321.0K
NorthCrest Asset Manangement, LLC5,633
0.0% of portfolio›$297.6K
Atria Investments, Inc5,436
0.0% of portfolio›$305.5K
Virginia Retirement Systems ET Al5,200
0.0% of portfolio›$292.2K
Brighton Jones LLC4,957
0.0% of portfolio›$278.6K
Verdence Capital Advisors LLC4,119
0.0% of portfolio›$231.5K
Prudent Man Advisors, LLC4,113
0.1% of portfolio›$231.2K
Provenance Wealth Advisors, LLC3,868
0.0% of portfolio›$217.4K
Portside Wealth Group, LLC3,844
0.0% of portfolio›$216.0K
Moody National Bank Trust Division3,828
0.0% of portfolio›$215.1K
Parallel Advisors, LLC3,608
0.0% of portfolio›$202.8K
Ethic Inc.3,604
0.0% of portfolio›$202.5K
Sterling Capital Management LLC1,647
0.0% of portfolio›$92.6K
Fulcrum Asset Management LLP1,588
0.0% of portfolio›$92.2K
KBC Group NV1,484
0.0% of portfolio›$83.0K
Assetmark, Inc1,375
0.0% of portfolio›$77.3K
Pinnacle Wealth Planning Services, Inc.1,356
0.0% of portfolio›$76.2K
Harbor Investment Advisory, LLC1,238
0.0% of portfolio›$69.6K
Farther Finance Advisors, LLC1,172
0.0% of portfolio›$65.9K
New York State Teachers Retirement System1,100
0.0% of portfolio›$62.0K
Nisa Investment Advisors, LLC996
0.0% of portfolio›$56.0K
IFP Advisors, Inc827
0.0% of portfolio›$46.5K
First Horizon Corp723
0.0% of portfolio›$40.6K
Meriwether Wealth & Planning, LLC610
0.0% of portfolio›$34.3K
Exchange Traded Concepts, LLC478
0.0% of portfolio›$26.9K
EverSource Wealth Advisors, LLC432
0.0% of portfolio›$24.3K
Signaturefd, LLC429
0.0% of portfolio›$24.1K
Gamma Investing LLC259
0.0% of portfolio›$14.6K
Parkside Financial Bank & Trust247
0.0% of portfolio›$13.9K
Larson Financial Group LLC243
0.0% of portfolio›$13.7K
True Wealth Design, LLC220
0.0% of portfolio›$12.4K
Mitsubishi UFJ Asset Management Co., Ltd.192
0.0% of portfolio›$10.8K
Rossby Financial, LCC187
0.0% of portfolio›$10.5K
GK Wealth Management LLC179
0.0% of portfolio›$10.1K
Root Financial Partners, LLC155
0.0% of portfolio›$8.7K
SJS Investment Consulting Inc.132
0.0% of portfolio›$7.4K
Silver Grove Financial Group, Inc.121
0.0% of portfolio›$6.8K
Private Wealth Management Group, LLC116
0.0% of portfolio›$6.5K
Owl Creek Wealth Partners LLC110
0.0% of portfolio›$6.2K
Elyxium Wealth, LLC99
0.0% of portfolio›$5.6K
Versant Capital Management, Inc89
0.0% of portfolio›$5.0K
Essential Partners LLC57
0.0% of portfolio›$3.2K
Fortitude Family Office, LLC52
0.0% of portfolio›$2.9K
SBI Securities Co., Ltd.51
0.0% of portfolio›$2.9K
Farmers & Merchants Investments Inc46
0.0% of portfolio›$2.6K
West Paces Advisors Inc.25
0.0% of portfolio›$1.4K
Covestor Ltd22
0.0% of portfolio›$1
Mather Group, Llc.15
0.0% of portfolio›$843
Ascentis Wealth Management, LLC10
0.0% of portfolio›$562
Valley National Advisers Inc9
0.0% of portfolio›$506
UMB Private Wealth Management, LLC7
0.0% of portfolio›$393
Caitong International Asset Management Co., Ltd7
0.0% of portfolio›$393
Bare Financial Services, Inc7
0.0% of portfolio›$393
Abound Wealth Management3
0.0% of portfolio›$169
Monetary Solutions, Ltd2
0.0% of portfolio›$112
Davis Capital Management2
0.0% of portfolio›$112
JFS Wealth Advisors, LLC2
0.0% of portfolio›$113
Hughes Financial Services, LLC1
0.0% of portfolio›$62
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,021,214$57.4M0.0%IndexLowAustin, TX2026-11-04
Principal Financial Group Inc
386,234$21.7M0.0%CoreLowDes Moines, IA2026-11-02
Nicholas Company, Inc.
204,595$11.5M0.2%CoreLowMilwaukee, WI2026-11-05
Harbor Capital Advisors, Inc.
90,742$5.1M0.8%ValueHighChicago, IL2026-10-22
Granite Investment Partners, LLC
80,108$4.5M0.2%CoreMediumEl Segundo, CA2026-11-04
Riverwater Partners LLC
50,588$2.8M0.8%ValueMediumMilwaukee, WI2026-11-03
B. Metzler seel. Sohn & Co. AG
49,876$2.8M0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
State of New Jersey Common Pension Fund D
24,698$1.4M0.0%CoreLowTrenton, NJ2026-11-05
Truist Financial Corp
21,791$1.2M0.0%CoreLowCharlotte, NC2026-10-30
Louisiana State Employees Retirement System
21,700$1.2M0.0%IndexLowBaton Rouge, LA2026-10-20
Creative Planning
20,990$1.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Wealth Enhancement Advisory Services, LLC
18,017$654.4K0.0%CoreLowPlymouth, MN2026-10-13
DekaBank Deutsche Girozentrale
17,574$1.0K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Perkins Capital Management Inc
17,400$977.9K0.7%GrowthLowWayzata, MN2026-11-02
Cookson Peirce & Co Inc
15,000$843.0K0.0%GrowthHighPittsburgh, PA2026-10-30
Yousif Capital Management, LLC
13,551$761.6K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Arizona State Retirement System
13,545$761.2K0.0%IndexVery LowPhoenix, AZ2026-11-03
Amalgamated Bank
13,160$740.0K0.0%CoreVery LowNew York, NY2026-10-23
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
11,985$673.6K0.0%CoreLowHarrisburg, PA2026-11-03
Diversify Advisory Services, LLC
11,745$678.6K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
11,745$678.6K0.0%GrowthMediumSandy, UT2026-10-20
Oregon Public Employees Retirement Fund
11,400$640.7K0.0%IndexVery LowTigard, OR2026-10-30
Blue Trust, Inc.
10,585$594.9K0.0%ETFLowBrentwood, TN2026-10-15
State of Alaska, Department of Revenue
10,497$589.0K0.0%CoreVery LowJuneau, AK2026-10-15
MacKenzie Financial Corp
10,171$571.6K0.0%CoreMediumToronto Ontario, Australia2026-11-02
Cambridge Investment Research Advisors, Inc.
8,804$495.0K0.0%ETFLowFairfield, IA2026-11-02
First Bank & Trust
7,973$448.1K0.1%CoreLowBrookings, SD2026-10-19
Pictet Asset Management Holding SA
7,859$441.7K0.0%GrowthMediumCarouge, Switzerland2026-11-03
ProShare Advisors LLC
6,857$385.4K0.0%GrowthLowBethesda, MD2026-10-29
Citigroup Inc
6,156$346.0K0.0%CoreMediumNew York, NY2026-11-04
Mutual of America Capital Management LLC
5,804$326.2K0.0%IndexLowNew York, NY2026-10-23
Xponance LLC
5,778$324.7K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Net Worth Advisory Group
5,699$305.4K0.1%GARPMediumSandy, UT2026-10-20
MGO One Seven LLC
5,655$317.8K0.0%GrowthLowBeachwood, OH2026-10-28
Quadrant Capital Group LLC
5,645$321.0K0.0%CoreLowCincinnati, OH2026-10-20
NorthCrest Asset Manangement, LLC
5,633$297.6K0.0%GrowthLowPlymouth, MN2026-10-13
Atria Investments, Inc
5,436$305.5K0.0%CoreMediumCharlotte, NC2026-10-15
Virginia Retirement Systems ET Al
5,200$292.2K0.0%CoreMediumRichmond, VA2026-10-28
Brighton Jones LLC
4,957$278.6K0.0%CoreVery LowSeattle, WA2026-11-03
Verdence Capital Advisors LLC
4,119$231.5K0.0%CoreMediumHunt Valley, MD2026-10-26
Prudent Man Advisors, LLC
4,113$231.2K0.1%GrowthLowNaperville, IL2026-11-03
Provenance Wealth Advisors, LLC
3,868$217.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
Portside Wealth Group, LLC
3,844$216.0K0.0%CoreMediumProvo, UT2026-10-20
Moody National Bank Trust Division
3,828$215.1K0.0%CoreMediumGalveston, TX2026-10-06
Parallel Advisors, LLC
3,608$202.8K0.0%IndexLowSan Francisco, CA2026-11-03
Ethic Inc.
3,604$202.5K0.0%CoreLowNew York, NY2026-11-03
Sterling Capital Management LLC
1,647$92.6K0.0%GARPMediumCharlotte, NC2026-10-22
Fulcrum Asset Management LLP
1,588$92.2K0.0%CoreMediumLondon, United Kingdom2026-11-04
KBC Group NV
1,484$83.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Assetmark, Inc
1,375$77.3K0.0%ETFLowConcord, CA2026-10-21
Pinnacle Wealth Planning Services, Inc.
1,356$76.2K0.0%GARPLowMansfield, OH2026-10-27
Harbor Investment Advisory, LLC
1,238$69.6K0.0%GrowthLowLutherville, MD2026-10-13
Farther Finance Advisors, LLC
1,172$65.9K0.0%IndexLowSan Francisco, CA2026-10-08
New York State Teachers Retirement System
1,100$62.0K0.0%CoreVery LowAlbany, NY2026-10-22
Nisa Investment Advisors, LLC
996$56.0K0.0%IndexVery LowSt. Louis, MO2026-10-20
IFP Advisors, Inc
827$46.5K0.0%GrowthLowTampa, FL2026-10-16
First Horizon Corp
723$40.6K0.0%CoreLowMemphis, TN2026-10-26
Meriwether Wealth & Planning, LLC
610$34.3K0.0%ETFMediumMinden, LA2026-10-13
Exchange Traded Concepts, LLC
478$26.9K0.0%GrowthMediumOklahoma City, OK2026-10-28
EverSource Wealth Advisors, LLC
432$24.3K0.0%CoreMediumBirmingham, AL2026-11-04
Signaturefd, LLC
429$24.1K0.0%IndexLowAtlanta, GA2026-10-23
Gamma Investing LLC
259$14.6K0.0%IndexVery LowFoster City, CA2026-10-08
Parkside Financial Bank & Trust
247$13.9K0.0%CoreVery LowSaint Louis, MO2026-10-27
Larson Financial Group LLC
243$13.7K0.0%GrowthLowSt Louis, MO2026-11-05
True Wealth Design, LLC
220$12.4K0.0%ETFMediumAkron, OH2026-10-13
Mitsubishi UFJ Asset Management Co., Ltd.
192$10.8K0.0%IndexVery LowTokyo, Mexico2026-11-05
Rossby Financial, LCC
187$10.5K0.0%ETFMediumMelbourne, FL2026-11-05
GK Wealth Management LLC
179$10.1K0.0%GARPVery HighReno, NV2026-10-09
Root Financial Partners, LLC
155$8.7K0.0%ETFMediumEncinitas, CA2026-10-21
SJS Investment Consulting Inc.
132$7.4K0.0%ETFVery LowSylvania, OH2026-10-26
Silver Grove Financial Group, Inc.
121$6.8K0.0%CoreMediumOrchard Park, NY2026-11-05
Private Wealth Management Group, LLC
116$6.5K0.0%ETFLowPrinceton, NJ2026-10-19
Owl Creek Wealth Partners LLC
110$6.2K0.0%IndexLowGreenwood Village, CO2026-10-20
Elyxium Wealth, LLC
99$5.6K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Versant Capital Management, Inc
89$5.0K0.0%GARPLowPhoenix, AZ2026-10-02
Essential Partners LLC
57$3.2K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Fortitude Family Office, LLC
52$2.9K0.0%ETFMediumScottsdale, AZ2026-10-14
SBI Securities Co., Ltd.
51$2.9K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Farmers & Merchants Investments Inc
46$2.6K0.0%CoreVery LowLincoln, NE2026-10-22
West Paces Advisors Inc.
25$1.4K0.0%ETFLowAtlanta, GA2026-10-13
Covestor Ltd
22$10.0%ValueHighLondon, United Kingdom2026-10-30
Mather Group, Llc.
15$8430.0%ETFMediumChicago, IL2026-10-14
Ascentis Wealth Management, LLC
10$5620.0%Agg GrowthLowDallas, TX2026-11-03
Valley National Advisers Inc
9$5060.0%ETFLowBethlehem, PA2026-10-23
UMB Private Wealth Management, LLC
7$3930.0%GrowthN/AKansas City, MO2026-10-19
Caitong International Asset Management Co., Ltd
7$3930.0%GrowthVery HighHong Kong, South Korea2026-10-29
Bare Financial Services, Inc
7$3930.0%ETFVery LowGap, PA2026-11-04
Abound Wealth Management
3$1690.0%ETFVery LowFranklin, TN2026-10-26
Monetary Solutions, Ltd
2$1120.0%ETFVery LowDayton, OH2026-10-22
Davis Capital Management
2$1120.0%CoreLowJacksonville, FL2026-10-08
JFS Wealth Advisors, LLC
2$1130.0%ETFVery LowHermitage, PA2026-11-03
Hughes Financial Services, LLC
1$620.0%ETFLowHerndon, VA2026-10-30