ACADIA HEALTHCARE COMPANY IN ACHC
COM · Common Stock · CUSIP 00404A109 · ISIN US00404A1097
- SectorHealth care
- IndustryServices-Specialty Outpatient Facilities, NEC
- HeadquartersFranklin, TN
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($9.7m this quarter). Holder counts are more reliable. Shares outstanding: 93.1m as of 2026-07-27, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $29.52. Options: 10 managers hold calls ($25.3m notional), 10 hold puts ($20.1m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 317 |
| Q4 2022 | 346 |
| Q1 2023 | 313 |
| Q2 2023 | 281 |
| Q3 2023 | 294 |
| Q4 2023 | 313 |
| Q1 2024 | 321 |
| Q2 2024 | 305 |
| Q3 2024 | 313 |
| Q4 2024 | 307 |
| Q1 2025 | 294 |
| Q2 2025 | 295 |
| Q3 2025 | 271 |
| Q4 2025 | 255 |
| Q1 2026 | 295 |
| Q2 2026 | 313 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 165 | 152 |
| Q4 2024 | 174 | 169 |
| Q1 2025 | 157 | 156 |
| Q2 2025 | 186 | 129 |
| Q3 2025 | 143 | 158 |
| Q4 2025 | 135 | 160 |
| Q1 2026 | 167 | 134 |
| Q2 2026 | 159 | 146 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $14.2m | $8.0m | 0.56 |
| Q4 2025 | $16.6m | $9.7m | 0.59 |
| Q1 2026 | $43.0m | $54.9m | 1.28 |
| Q2 2026 | $25.3m | $20.1m | 0.79 |
Biggest buyers
| BlackRock, Inc. | Added | +3.3m |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | Added | +2.5m |
| CARRONADE CAPITAL MANAGEMENT, LP | Added | +2.4m |
| AMERICAN CENTURY COMPANIES INC | Added | +2.4m |
| DIMENSIONAL FUND ADVISORS LP | Added | +1.4m |
| MANGROVE PARTNERS IM, LLC | New | +1.4m |
| UBS Group AG | Added | +1.2m |
| Invesco Ltd. | Added | +1.2m |
| FRONTIER CAPITAL MANAGEMENT CO LLC | Added | +1.1m |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +804.0k |
Biggest sellers
| Khrom Capital Management LLC | Reduced | -4.5m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -3.3m |
| FMR LLC | Reduced | -1.9m |
| CITIGROUP INC | Reduced | -1.8m |
| FIRST TRUST ADVISORS LP | Sold out | -1.7m |
| MAVERICK CAPITAL LTD | Sold out | -1.3m |
| Invenomic Capital Management LP | Sold out | -1.2m |
| Rubric Capital Management LP | Sold out | -850.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -719.1k |
| CIBC Bancorp USA Inc. | Sold out | -690.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $14.3m483.2k shares |
| Walleye Trading LLC | Reduced | $2.0m68.7k shares |
| PEAK6 LLC | New | $2.0m66.5k shares |
| JANE STREET GROUP, LLC | Reduced | $1.6m55.7k shares |
| CITADEL ADVISORS LLC | Added | $1.6m53.6k shares |
| GROUP ONE TRADING LLC | Reduced | $1.2m40.9k shares |
| IMC-Chicago, LLC | Reduced | $968.6k32.8k shares |
| SIMPLEX TRADING, LLC | Added | $773.7k26.2k shares |
| Point72 Asset Management, L.P. | Reduced | $578.8k19.6k shares |
| Walleye Capital LLC | Added | $304.2k10.3k shares |
Biggest puts
| JPMORGAN CHASE & CO | Unchanged | $6.9m250.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $5.0m169.4k shares |
| CITADEL ADVISORS LLC | Reduced | $2.8m93.9k shares |
| JANE STREET GROUP, LLC | Added | $1.8m62.4k shares |
| Point72 Asset Management, L.P. | Reduced | $1.1m36.0k shares |
| IMC-Chicago, LLC | Reduced | $992.2k33.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $974.5k33.0k shares |
| GROUP ONE TRADING LLC | Reduced | $354.4k12.0k shares |
| Walleye Capital LLC | Reduced | $121.1k4.1k shares |
| Walleye Trading LLC | Reduced | $29.5k1.0k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution +3.8 pts · filed 2026-07-27 | 15.0% |
| WELLINGTON MANAGEMENT GROUP LLP 13G · institution -3.7 pts · filed 2026-08-13 | 6.2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 5.5% |
| FMR LLC 13G · institution -1.2 pts · filed 2026-08-06 | 5.5% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.2% |
| DIMENSIONAL FUND ADVISORS LP 13G · institution new · filed 2026-10-08 | 5.0% |
Fell to 5% or below in the last year: Khrom Investments Fund, LP (0.7%, 2026-08-14), GOLDMAN SACHS GROUP INC (1.6%, 2026-05-11), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 15.0m $441.7m | Added +3.3m |
| WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio | 5.7m $169.1m | Reduced -3.3m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 5.4m $158.6m | Added +308.0k |
| FMR LLC 0.01% of their portfolio | 5.0m $148.1m | Reduced -1.9m |
| CARRONADE CAPITAL MANAGEMENT, LP 2.44% of their portfolio | 4.8m $140.6m | Added +2.4m |
| MORGAN STANLEY 0.01% of their portfolio | 4.5m $133.9m | Added +43.2k |
| DEERFIELD MANAGEMENT COMPANY, L.P. 1.39% of their portfolio | 4.5m $133.5m | Unchanged |
| DME Capital Management, LP 3.32% of their portfolio | 4.4m $130.0m | Reduced -117.7k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 0.73% of their portfolio | 4.2m $124.6m | Added +2.5m |
| ABRAMS BISON INVESTMENTS, LLC 6.00% of their portfolio | 4.2m $123.0m | Reduced -215.0k |
| UBS Group AG 0.02% of their portfolio | 4.0m $119.4m | Added +1.2m |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 4.0m $118.5m | Added +1.4m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 4.0m $118.4m | Reduced -144.2k |
| STATE STREET CORP 0.00% of their portfolio | 3.9m $114.8m | Added +674.4k |
| Jefferies Financial Group Inc. 0.98% of their portfolio | 3.6m $106.5m | Reduced -6.8k |
| AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio | 2.9m $85.9m | Added +2.4m |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 2.9m $84.8m | Added +631.7k |
| CITADEL ADVISORS LLC 0.05% of their portfolio | 2.7m $78.7m | Reduced -50.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.5m $72.8m | Added +804.0k |
| MAK CAPITAL ONE LLC 10.07% of their portfolio | 2.4m $71.8m | Unchanged |
| NEUBERGER BERMAN GROUP LLC 0.04% of their portfolio | 2.2m $65.8m | Added +277.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 2.1m $60.9m | Added +162.0k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.47% of their portfolio | 1.8m $53.4m | Reduced -31.4k |
| Invesco Ltd. 0.00% of their portfolio | 1.8m $52.9m | Added +1.2m |
| P2 Capital Partners, LLC 21.34% of their portfolio | 1.8m $52.4m | Unchanged |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 1.7m $49.7m | Added +525.7k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.46% of their portfolio | 1.7m $49.4m | Added +1.1m |
| MANGROVE PARTNERS IM, LLC 2.71% of their portfolio | 1.4m $41.2m | New |
| BRAIDWELL LP 1.25% of their portfolio | 1.1m $33.7m | Added +495.6k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.1m $33.4m | Added +401.7k |
| BROWN ADVISORY INC 0.05% of their portfolio | 1.1m $32.7m | Reduced -227.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 857.7k $25.3m | Added +795.6k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 845.9k $25.0m | Added +99.4k |
| BARCLAYS PLC 0.01% of their portfolio | 821.3k $24.3m | Added +694.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 813.4k $24.0m | Added +254.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 731.7k $21.6m | Reduced -499.5k |
| Khrom Capital Management LLC 1.60% of their portfolio | 647.0k $19.1m | Reduced -4.5m |
| Freestone Grove Partners LP 0.12% of their portfolio | 643.5k $19.0m | Added +7.4k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 604.8k $17.9m | Added +36.4k |
| Allianz Asset Management GmbH 0.02% of their portfolio | 578.9k $17.1m | Reduced -311.3k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 559.4k $16.5m | Added +75.5k |
| CITIGROUP INC 0.01% of their portfolio | 553.4k $16.3m | Reduced -1.8m |
| PFM Health Sciences, LP 1.35% of their portfolio | 524.9k $15.5m | Reduced -57.8k |
| Aberdeen Group plc 0.02% of their portfolio | 523.0k $15.4m | Added +58.6k |
| MACQUARIE GROUP LTD 0.07% of their portfolio | 522.5k $15.4m | New |
| TORONTO DOMINION BANK 0.02% of their portfolio | 500.0k $14.8m | Added +370.4k |
| BANK OF NOVA SCOTIA 0.02% of their portfolio | 495.6k $14.6m | New |
| SEGALL BRYANT & HAMILL, LLC 0.16% of their portfolio | 468.2k $13.8m | New |
| PALISADE CAPITAL MANAGEMENT, LP 0.59% of their portfolio | 457.0k $13.5m | Reduced -156.4k |
| Aristotle Capital Boston, LLC 0.86% of their portfolio | 435.1k $12.8m | Reduced -86.6k |
| HAWK RIDGE CAPITAL MANAGEMENT LP 0.40% of their portfolio | 418.0k $12.3m | Reduced -418.0k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.02% of their portfolio | 400.0k $11.8m | New |
| Integral Health Asset Management, LLC 0.48% of their portfolio | 400.0k $11.8m | Added +200.0k |
| GW&K Investment Management, LLC 0.09% of their portfolio | 378.7k $11.2m | Added +23.7k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 353.4k $10.4m | Added +75.1k |
| Gotham Asset Management, LLC 0.02% of their portfolio | 346.2k $10.2m | Reduced -6.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 333.5k $9.8m | Added +72.6k |
| STRS OHIO 0.04% of their portfolio | 331.1k $9.8m | Reduced -16.6k |
| NATIXIS ADVISORS, LLC 0.01% of their portfolio | 329.6k $9.7m | Reduced -925 |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 320.6k $9.5m | Added +210.3k |
| Public Sector Pension Investment Board 0.02% of their portfolio | 316.0k $9.3m | Reduced -14.1k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.01% of their portfolio | 298.7k $8.8m | Added +216.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 296.1k $8.7m | Reduced -15.2k |
| CLOUGH CAPITAL PARTNERS L P 0.69% of their portfolio | 284.5k $8.4m | Added +55.4k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 278.3k $8.2m | Reduced -141.7k |
| Teca Partners, LP 6.91% of their portfolio | 272.4k $8.0m | New |
| Nuveen, LLC 0.00% of their portfolio | 265.6k $7.8m | Added +92.0k |
| NATIXIS 0.04% of their portfolio | 260.5k $7.7m | Added +254.2k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 260.2k $7.7m | Added +111.0k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 255.7k $7.6m | Reduced -60.7k |
| WINTON GROUP Ltd 0.24% of their portfolio | 255.5k $7.5m | Added +3.4k |
| Man Group plc 0.01% of their portfolio | 255.1k $7.5m | Reduced -539.3k |
| HOHIMER WEALTH MANAGEMENT, LLC 0.74% of their portfolio | 242.8k $7.2m | Added +28.3k |
| CONGRESS ASSET MANAGEMENT CO 0.04% of their portfolio | 238.0k $7.0m | Added +1.9k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 236.7k $7.0m | Added +15.8k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.01% of their portfolio | 230.1k $6.8m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 222.4k $6.6m | Reduced -52.9k |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.46% of their portfolio | 214.4k $6.3m | Reduced -27.6k |
| Legal & General Group Plc 0.00% of their portfolio | 207.5k $6.1m | Reduced -18.1k |
| Quantinno Capital Management LP 0.01% of their portfolio | 197.4k $5.8m | Added +79.7k |
| OSSIAM 0.08% of their portfolio | 196.8k $5.8m | Added +8.1k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 183.5k $5.2m | Reduced -49.1k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 181.3k $5.4m | Reduced -29.9k |
| Trexquant Investment LP 0.03% of their portfolio | 165.1k $4.9m | Added +5.4k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 161.5k $4.8m | Added +77.1k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 159.7k $4.7m | Reduced -70.2k |
| Clearline Capital LP 0.29% of their portfolio | 152.9k $4.5m | Reduced -95.9k |
| Lisanti Capital Growth, LLC 0.99% of their portfolio | 152.4k $4.5m | New |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 147.7k $4.4m | Added +117.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 135.8k $3.9m | Added +42.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 122.7k $3.6m | Added +39.7k |
| CIBC WORLD MARKET INC. 0.01% of their portfolio | 118.8k $3.5m | Reduced -16.1k |
| Creative Planning 0.00% of their portfolio | 118.1k $3.5m | Reduced -10.8k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 114.3k $2.7m | Reduced -105.0k |
| FIFTH THIRD BANCORP 0.01% of their portfolio | 113.3k $3.3m | Added +88.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 110.5k $3.3m | Reduced -2.9k |
| ALGERT GLOBAL LLC 0.03% of their portfolio | 92.2k $2.7m | New |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 91.3k $2.7m | Added +29.8k |
| Raiffeisen Bank International AG 0.03% of their portfolio | 90.0k $2.5m | Reduced -20.0k |
| Militia Capital Management LLC 0.48% of their portfolio | 89.6k $2.6m | Reduced -274.9k |