AtlasClear Holdings, Inc.
AtlasClear Holdings, Inc. (ATCH) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · ATCH · as of Sep 30, 2025
Ownership Breakdown
26
Institutional Holders
▲ 16 vs Q2
$1.45M
Total Inst. Value
▲ $1.37M vs Q2
15.60M
Shares Outstanding
freeFloat 83.16%
2.85M
13F Shares Held
▲ 2.47M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
ATCH largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
UBS GROUP AG finance services | 814.7K | 1.36% | 1.36% | $415.52M | Nov 13, 2025 | ▲ 784.6K |
HIGHTOWER ADVISORS, LLC finance services | 570.0K | 95.08% | 95.08% | $290.70M | Nov 7, 2025 | ▲ 349.5K |
VANGUARD GROUP INC finance services | 411.7K | 68.67% | 68.67% | $209.94M | Nov 7, 2025 | NEW |
VIRTU FINANCIAL LLC finance services | 277.9K | 46.35% | 46.35% | $142.00M | Nov 14, 2025 | ▲ 277.9K |
GEODE CAPITAL MANAGEMENT, LLC finance services | 140.3K | 23.40% | 23.40% | $71.55M | Nov 12, 2025 | ▲ 124.1K |
PROSPERA FINANCIAL SERVICES INC finance services | 124.0K | 20.68% | 20.68% | $63.24M | Nov 6, 2025 | NEW |
CITIGROUP INC finance services | 70.8K | 11.80% | 11.80% | $36.09M | Nov 10, 2025 | NEW |
TWO SIGMA SECURITIES, LLC finance services | 65.3K | 10.89% | 10.89% | $33.29M | Nov 14, 2025 | ▲ 65.3K |
DIVERSIFY WEALTH MANAGEMENT, LLC finance services | 61.0K | 10.18% | 10.18% | $21.46M | Nov 12, 2025 | NEW |
DAKOTA WEALTH MANAGEMENT finance services | 50.0K | 8.34% | 8.34% | $25.50M | Nov 10, 2025 | NEW |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
7
Increased
+1.61M shares15
New Positions
first time holders2
Decreased
−220 shares1
Sold Out
fully exitedNet shares change (top 50)
+1.61M
+1.61M / −220
Net new holders
+19
15 new / 1 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
ATCH insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Atlas Fintech Holdings Corp. 10 percent owner | Jan 22, 2025 | J-Other | 27,282 | $4.64 | $126.6K | 126.2K | Form 4 ↗ |
Atlas Fintech Holdings Corp. 10 percent owner | Aug 23, 2024 | J-Other | 2,565 | $51.72 | $132.7K | 107.2K | Form 4 ↗ |
Atlas Fintech Holdings Corp. 10 percent owner | Nov 18, 2024 | Sale | 6,250 | $15.93 | $99.6K | 101.0K | Form 4 ↗ |
Atlas Fintech Holdings Corp. 10 percent owner | Nov 19, 2024 | Sale | 2,083 | $12.99 | $27.1K | 98.9K | Form 4 ↗ |
Atlas Fintech Holdings Corp. 10 percent owner | Aug 23, 2024 | J-Other | 46,471 | $17.29 | $803.5K | 84.9K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
AtlasClear Holdings, Inc. (ATCH) is primarily owned by institutional investors, who hold approximately 18.3% of total shares outstanding. Company insiders own approximately 16.84%, while retail and public investors account for the remaining 64.85%.
The largest institutional shareholder of AtlasClear Holdings, Inc. is UBS GROUP AG, holding approximately 814,747 shares — equal to 1.36% of outstanding shares — as of September 30, 2025.
A total of 26 institutional investors currently hold ATCH stock, with a combined institutional value of approximately $1,445,566 as of the most recent 13F filing period.
Frequently asked questions
ATCH ownershipAtlasClear Holdings, Inc. (ATCH) is primarily owned by institutional investors, who hold approximately 18.3% of shares. The largest shareholder is UBS GROUP AG with a 1.36% stake. Company insiders hold 16.84%. Data sourced from SEC Form 13F as of September 30, 2025.