Atria Investments, Inc

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 1,890
Total Value: 7801542594
Accession Number: 0001535865-25-000009
Form Type: 13F-HR
CIK: 0001535865
Manager Name: Atria Investments, Inc

Data Enrichment

70% identified

1,322 identified568 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,890 positions • $7,801,542.594K total value

1,890 positions

Manager:

SEC FilingSEC DataHachi Filing

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72201R585

236264(+49.5%)

Value:

$6.2B(+52.0%)

33740U737

168648(-2.4%)

Value:

$6.2B(-3.9%)

53656F599

283010(+1.6%)

Value:

$6.2B(-0.6%)

46138J429

379167(+25.3%)

Value:

$6.2B(+27.4%)

COLGATE PALMOLIVE CO

CL|194162103

65843(-9.5%)

Value:

$6.2B(-6.8%)

PINNACLE FINANCIAL PARTNERS INC

PNFP|72346Q104

58177(+18.0%)

Value:

$6.2B(+9.4%)

97717W851

55792(+25.7%)

Value:

$6.1B(+25.5%)

808524706

222631(+0.6%)

Value:

$6.1B(+4.1%)

UNITED PARCEL SERVICE INC

UPS|911312106

55535(-18.4%)

Value:

$6.1B(-28.8%)

72201R833

60698(+665.3%)

Value:

$6.1B(+667.5%)

921946810

VIGI|921946810

73381(+762.6%)

Value:

$6.1B(+794.4%)

Alibaba Group Holding Ltd

BABA|01609W102

45934(+30.5%)

Value:

$6.1B(+103.5%)

KKR & Co. Inc.

KKR|48251W104

52310(+3.7%)

Value:

$6.0B(-19.0%)

19761L706

179187(-2.9%)

Value:

$6.0B(-6.8%)

DEERE & CO

DE|244199105

12678(-1.1%)

Value:

$6.0B(+9.5%)

922042775

VEU|922042775

97736(-45.6%)

Value:

$5.9B(-42.6%)

Palantir Technologies Inc.

PLTR|69608A108

70229(+9.8%)

Value:

$5.9B(+22.5%)

ALTRIA GROUP, INC.

MO|02209S103

98623(-10.0%)

Value:

$5.9B(+3.3%)

AMPHENOL CORP /DE/

APH|032095101

90159(-0.3%)

Value:

$5.9B(-5.8%)

WELLTOWER INC.

WELL|95040Q104

38592(+5.1%)

Value:

$5.9B(+27.8%)

Instrument	Shares		Other Manager	Value
(cusip72201R585)✕	236.3K	QoQ +49.55% (+78.3K) YoY +183.97% (+153.1K)	All Managers (Combined)	$6.2M	QoQ +52.03% (+$2.1M) YoY +190.48% (+$4.1M)
(cusip33740U737)✕	168.6K	QoQ -2.35% (-4.1K) YoY -9.66% (-18.0K)	All Managers (Combined)	$6.2M	QoQ -3.86% (-$249.6K) YoY -3.55% (-$228.6K)
(cusip53656F599)✕	283.0K	QoQ +1.64% (-4.6K) YoY +43.65% (+86.0K)	All Managers (Combined)	$6.2M	QoQ -0.62% (-$38.7K) YoY +51.76% (+$2.1M)
(cusip46138J429)✕	379.2K	QoQ +25.34% (+76.7K) YoY +63.59% (+147.4K)	All Managers (Combined)	$6.2M	QoQ +27.37% (+$1.3M) YoY +65.52% (+$2.4M)
Colgate Palmolive Co(CLcusip194162103)	65.8K	QoQ -9.53% (-6.9K) YoY -2.63% (-1.8K)	All Managers (Combined)	$6.2M	QoQ -6.76% (-$447.4K) YoY +1.31% (-$79.8K)
Pinnacle Financial Partners Inc(PNFPcusip72346Q104)	58.2K	QoQ +18.01% (+8.9K) YoY +34.54% (+14.9K)	All Managers (Combined)	$6.2M	QoQ +9.39% (+$529.9K) YoY +66.12% (+$2.5M)
(cusip97717W851)✕	55.8K	QoQ +25.66% (+11.4K) YoY NEW(+55.8K)	All Managers (Combined)	$6.1M	QoQ +25.54% (+$1.3M) YoY NEW(+$6.1M)
(cusip808524706)✕	222.6K	QoQ +0.56% (+1.3K) YoY +8.17% (+16.8K)	All Managers (Combined)	$6.1M	QoQ +4.11% (+$242.6K) YoY +18.11% (+$941.2K)
United Parcel Service Inc(UPScusip911312106)	55.5K	QoQ -18.40% (-12.5K) YoY -41.14% (-38.8K)	All Managers (Combined)	$6.1M	QoQ -28.82% (-$2.5M) YoY -56.44% (-$7.9M)
(cusip72201R833)✕	60.7K	QoQ +665.32% (+52.8K) YoY +373.27% (+47.9K)	All Managers (Combined)	$6.1M	QoQ +667.46% (+$5.3M) YoY +373.63% (+$4.8M)
(VIGIcusip921946810)	73.4K	QoQ +762.59% (+64.9K) YoY NEW(+73.4K)	All Managers (Combined)	$6.1M	QoQ +794.39% (+$5.4M) YoY NEW(+$6.1M)
Alibaba Group Holding Ltd(BABAcusip01609W102)	45.9K	QoQ +30.52% (+10.7K) YoY +27.71% (+10.0K)	All Managers (Combined)	$6.1M	QoQ +103.55% (+$3.1M) YoY +133.37% (+$3.5M)
Kkr & Co. Inc.(KKRcusip48251W104)	52.3K	QoQ +3.68% (-1.9K) YoY +42.52% (+15.6K)	All Managers (Combined)	$6.0M	QoQ -18.96% (-$1.4M) YoY +63.82% (+$2.4M)
(cusip19761L706)✕	179.2K	QoQ -2.88% (-5.3K) YoY NEW(+179.2K)	All Managers (Combined)	$6.0M	QoQ -6.84% (-$437.0K) YoY NEW(+$6.0M)
Deere & Co(DEcusip244199105)	12.7K	QoQ -1.12% (-144) YoY -26.20% (-4.5K)	All Managers (Combined)	$6.0M	QoQ +9.53% (-$517.9K) YoY -15.60% (-$1.1M)
(VEUcusip922042775)	97.7K	QoQ -45.65% (-82.1K) YoY -31.57% (-45.1K)	All Managers (Combined)	$5.9M	QoQ -42.57% (-$4.4M) YoY -29.23% (-$2.4M)
Palantir Technologies Inc.(PLTRcusip69608A108)	70.2K	QoQ +9.81% (+6.3K) YoY NEW(+70.2K)	All Managers (Combined)	$5.9M	QoQ +22.54% (+$1.1M) YoY NEW(+$5.9M)
Altria Group, Inc.(MOcusip02209S103)	98.6K	QoQ -9.98% (-10.9K) YoY -3.55% (-3.6K)	All Managers (Combined)	$5.9M	QoQ +3.32% (-$190.2K) YoY +32.70% (-$1.5M)
Amphenol Corp /De/(APHcusip032095101)	90.2K	QoQ -0.26% (-239) YoY +90.88% (+42.9K)	All Managers (Combined)	$5.9M	QoQ -5.80% (-$364.6K) YoY +8.54% (+$465.4K)
Welltower Inc.(WELLcusip95040Q104)	38.6K	QoQ +5.08% (+1.9K) YoY +40.99% (+11.2K)	All Managers (Combined)	$5.9M	QoQ +27.75% (+$1.3M) YoY +131.18% (+$3.4M)