ACDC — PROFRAC HLDG CORP
As of Q2 2026, 27 SEC-registered investment managers reported holding ACDC (PROFRAC HLDG CORP) in their latest 13F filings, with a combined reported value of $82.26M across 14.18M shares. That is +27.1% by share count (+3.02M shares) versus the previous quarter, while reported value moved +19.1%. Ownership is concentrated: the five largest holders account for 60.3% of reported value and the top ten for 84.4%.
Compared with the prior quarter, 1 opened new positions, 18 added to existing stakes, 6 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
ACDC is classified in the Energy sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Capital Research Global Investors history | Q3 2022 | 1.19M | $18.17M | 0.01% | Reduce |
| AQR Capital Management history | Q2 2026 | 2.64M | $15.36M | 0.01% | Add |
| BlackRock Inc history | Q2 2026 | 1.96M | $11.39M | 0.00% | Add |
| D. E. Shaw & Co history | Q2 2026 | 1.57M | $9.11M | 0.01% | Add |
| Millennium Management history | Q2 2026 | 1.38M | $8.02M | 0.00% | Add |
| Point72 Asset Management history | Q2 2026 | 982.37K | $5.71M | 0.01% | Add |
| Davidson Kempner Capital Management history | Q2 2022 | 291.12K | $5.33M | 0.11% | New |
| Geode Capital Management history | Q2 2026 | 824.51K | $4.79M | 0.00% | Add |
| Wells Fargo & Co history | Q2 2026 | 814.03K | $4.73M | 0.00% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 627.26K | $3.64M | 0.00% | New |
| Two Sigma Investments history | Q2 2026 | 595.68K | $3.46M | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 556.81K | $3.24M | 0.00% | Reduce |
| Morgan Stanley history | Q2 2026 | 534.73K | $3.11M | 0.00% | Reduce |
| Vanguard Group history | Q4 2025 | 526.54K | $2.05M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 322.64K | $1.87M | 0.00% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 317.46K | $1.84M | 0.00% | Add |
| Marshall Wace history | Q1 2026 | 281.15K | $1.74M | 0.00% | Reduce |
| Northern Trust Corp history | Q2 2026 | 276.66K | $1.61M | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 259.44K | $1.51M | 0.00% | Add |
| Renaissance Technologies history | Q1 2026 | 140.70K | $872.34K | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 627.26K sh · $3.64M
Fully Exited (vs previous quarter)
- Marshall Wace sold 281.15K sh · $1.74M
- Renaissance Technologies sold 140.70K sh · $872.34K
- Manulife Financial sold 11.02K sh · $68.29K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AQR Capital Management | — | — | — | — | — | 292.68K | 285.86K | 437.06K | 409.75K | 130.55K | — | — | 15.27K | 1.01M | 1.64M | 1.53M | 2.64M |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | 1.55M | 1.56M | 1.54M | 1.03M | 1.00M | 1.79M | 1.86M | 1.96M |
| D. E. Shaw & Co | — | — | 136.83K | — | — | — | — | 134.20K | — | — | — | — | — | 161.00K | 1.01M | 1.16M | 1.57M |
| Millennium Management | 226.42K | — | 17.24K | — | 244.61K | 493.61K | 13.36K | — | 295.88K | 351.10K | 96.90K | — | 80.69K | 317.45K | 275.01K | 796.16K | 1.38M |
| Point72 Asset Management | 25.00K | — | — | — | 395.10K | 634.10K | 277.80K | — | 49.24K | — | — | — | — | — | 56.15K | 388.96K | 982.37K |
| Geode Capital Management | 167.77K | 349.16K | 487.20K | 556.77K | 668.63K | 642.94K | 655.05K | 655.90K | 643.46K | 588.61K | 591.50K | 663.92K | 547.82K | 487.89K | 671.71K | 788.26K | 824.51K |
| Wells Fargo & Co | 107 | 213 | 22 | 5.79K | 10.86K | 9.18K | 9.07K | 309.18K | 53.77K | 280.87K | 426.90K | 414.09K | 574.73K | 971.08K | 1.09M | 1.07M | 814.03K |
| JPMorgan Chase & Co | — | 7.47K | 34.94K | 496 | 38.72K | 29.19K | 36.18K | 20.23K | 72.77K | 10.18K | 10.28K | 11.02K | 101.19K | 228.48K | 26.77K | — | 627.26K |
| Two Sigma Investments | 247.50K | 63.90K | 189.55K | — | — | — | — | — | 72.98K | — | — | — | — | — | — | 123.34K | 595.68K |
| Citadel Advisors | 828.79K | 1.18M | 546.75K | 1.43M | 781.29K | 682.80K | 212.99K | 159.76K | 48.27K | 350.61K | 247.51K | 109.80K | 165.80K | 934.86K | 574.55K | 760.56K | 556.81K |
| Morgan Stanley | 138.76K | 103.04K | 233.06K | 188.90K | 378.75K | 366.69K | 1.22M | 747.03K | 679.72K | 348.03K | 235.08K | 196.88K | 147.90K | 306.44K | 261.97K | 541.49K | 534.73K |
| UBS Group AG | 1 | 40.57K | 2.19K | — | 16.52K | 13.52K | 87.33K | 71.36K | 161.87K | 135.97K | 48.49K | 84.34K | 35.95K | 705.57K | 467.21K | 195.80K | 322.64K |
| Charles Schwab Investment Management | 78.11K | 157.12K | 192.68K | 218.28K | 221.45K | 171.75K | 173.57K | 176.62K | 169.71K | 175.78K | 181.66K | 163.70K | 265.82K | 289.38K | 288.70K | 211.96K | 317.46K |
| Northern Trust Corp | 27.47K | 133.35K | 208.65K | 219.67K | 290.67K | 272.73K | 304.26K | 281.47K | 268.81K | 205.09K | 200.46K | 189.82K | 188.54K | 173.63K | 256.06K | 267.65K | 276.66K |
| Bank of America Corp | 1.21K | 32.27K | 70.32K | 44.09K | 85.50K | 40.70K | 152.64K | 177.19K | 129.84K | 161.87K | 122.89K | 129.46K | 182.93K | 172.92K | 61.23K | 175.66K | 259.44K |
| Goldman Sachs Group | — | 12.92K | 70.37K | 62.67K | 48.85K | 350.38K | 820.66K | 312.43K | 517.87K | 165.05K | 136.02K | 102.24K | 224.22K | 305.09K | 418.12K | 398.20K | 132.22K |
| BNY Mellon | 10.48K | 43.80K | 171.63K | 163.44K | 163.98K | 172.24K | 116.96K | 105.04K | 117.72K | 92.87K | 1.79M | 1.78M | 44.57K | 44.19K | 68.32K | 79.91K | 77.44K |
| Balyasny Asset Management | 133.08K | — | — | 106.06K | 60.28K | 350.73K | 339.48K | 515.55K | 518.25K | 91.22K | — | — | — | — | — | 40.15K | 75.10K |
| Invesco Ltd | — | — | 231.63K | 147.65K | — | 120.59K | 330.76K | 400.20K | 340.70K | 259.88K | 192.03K | 171.62K | 26.72K | 187.44K | 240.66K | 50.77K | 71.74K |
| CPP Investments | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 148.10K | 33.70K | 58.10K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details