13FPulse
AT

ATI ATI INC

2026Q2 · CUSIP 01741R102 · Sector: Materials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
779
Institutions that reported holding it to the SEC
Net increase in holders
+107
Last quarter 672 → now 779
How unusual is that
Top 5%
Stronger buying than 98% of US stocks
What the filings say, in one paragraph

779 funds held ATI at the end of 2026Q2, up 107 from the quarter before. That is stronger buying than 98.4% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $4.7B(YoY +4.6%), the P/E is 58.8x, return on equity is 25.4%. ATI has had 14 buying rushes in its history, and the price moved +13.7% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Materials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=275 2013Q4: holders=289 2014Q1: holders=285 2014Q2: holders=303 2014Q3: holders=306 2014Q4: holders=288 2015Q1: holders=280 2015Q2: holders=292 2015Q3: holders=239 2015Q4: holders=237 2016Q1: holders=223 2016Q2: holders=222 2016Q3: holders=226 2016Q4: holders=235 2017Q1: holders=233 2017Q2: holders=241 2017Q3: holders=257 2017Q4: holders=290 2018Q1: holders=297 2018Q2: holders=290 2018Q3: holders=295 2018Q4: holders=277 2019Q1: holders=308 2019Q2: holders=280 2019Q3: holders=273 2019Q4: holders=285 2020Q1: holders=254 2020Q2: holders=238 2020Q3: holders=221 2020Q4: holders=236 2021Q1: holders=228 2021Q2: holders=232 2021Q3: holders=231 2021Q4: holders=236 2022Q1: holders=280 2022Q2: holders=259 2022Q3: holders=286 2022Q4: holders=303 2023Q1: holders=332 2023Q2: holders=325 2023Q3: holders=332 2023Q4: holders=345 2024Q1: holders=343 2024Q2: holders=402 2024Q3: holders=415 2024Q4: holders=403 2025Q1: holders=424 2025Q2: holders=469 2025Q3: holders=469 2025Q4: holders=567 2026Q1: holders=672 2026Q2: holders=779 -107 -53.5 +0 +53.5 +107 198508818 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 14 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5%
2026Q1 Top 5%
2025Q4 Top 5% +0.6%
2025Q2 Top 10% +36.9% +104.8%
2025Q1 Top 20% -5.9% +29.0%
2024Q2 Top 5% -12.2% -4.1%
2023Q1 Top 5% +20.1% +23.6%
2022Q3 Top 5% +44.5% +28.3%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
275
Change in large funds
+36
Total value they hold
$25.0B
Funds buying for the first time
178
Funds that sold out entirely
71
Price change that quarter
+34.3%
Funds holding puts (bearish)
17
Funds holding calls (bullish)
17

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
58.8
EPS (TTM)
$3.42
EPS YoY
+18.8%
Revenue (TTM)
$4.7B
Revenue YoY
+4.6%
Net margin
10.1%
ROE
25.4%
Debt ratio
65.2%
FCF (TTM)
$526M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2022-09-30: EPS 0.42 2022-10-02: EPS 0.53 2023-01-01: EPS 1.30 2023-03-31: EPS 0.48 2023-04-02: EPS 0.58 2023-06-30: EPS 0.52 2023-07-02: EPS 0.62 2023-09-30: EPS 0.52 2023-10-01: EPS 0.62 2023-12-31: EPS 0.99 2024-03-31: EPS 0.46 2024-06-30: EPS 0.58 2024-09-29: EPS 0.57 2024-12-29: EPS 0.94 2025-03-30: EPS 0.67 2025-06-29: EPS 0.70 2025-09-28: EPS 0.78 2025-12-28: EPS 0.70 2026-03-29: EPS 0.85 2026-06-28: EPS 1.09 0B 0.6B 1.3B $B 0.00 0.72 1.43 20182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 23 11 41 70 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-346M9M364M 201820192020202120222023202420252026
Latest quarter $73M (2026-03-29)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-28 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.