ATINYSESteel Pipe & TubesFiscal year ends December 28
ATI INC
Financials through Q2 FY2026, quarter ended Jun 28, 2026Last filing: 10-Q on Aug 6, 2026
$189.28+3.69 (+1.99%)
Close on Oct 19, 2026
- Market cap
- $26.18B
- P/E (TTM)
- 55.5
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
94.2%
128M of 136M shares
Institutional holders
791
177 new, 54 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 55 sales
Net sold $82.64M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Capital Management | 7,145,445 | 5.23% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 13,891,604 | 10.10% | 13G (passive) amendment | Sep 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ATI | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 18,708,922 | 13.74% | $3.69B | +2,267,269 | 0.05% |
| Vanguard Portfolio Management LLC | 6,219,875 | 4.57% | $1.23B | +398,367 | 0.06% |
| Vanguard Capital Management LLC | 6,162,418 | 4.53% | $1.21B | +38,290 | 0.03% |
| Capital World Investors | 5,249,249 | 3.85% | $1.03B | −463,680 | 0.12% |
| State Street Corp | 5,237,299 | 3.85% | $1.03B | −143,714 | 0.03% |
| Capital Research Global Investors | 5,093,768 | 3.74% | $1.00B | −1,066,339 | 0.14% |
| FMR LLC | 4,989,171 | 3.66% | $983.37M | −258,004 | 0.04% |
| Capital International Investors | 3,719,485 | 2.73% | $733.17M | −2,164,464 | 0.15% |
| Invesco Ltd. | 3,449,291 | 2.53% | $679.86M | −406,352 | 0.05% |
| Geode Capital Management, LLC | 2,777,512 | 2.04% | $547.58M | −169,813 | 0.03% |
| Qube Research & Technologies Ltd | 2,144,028 | 1.57% | $422.59M | +1,285,210 | 0.39% |
| Morgan Stanley | 1,865,178 | 1.37% | $367.63M | +196,587 | 0.02% |
| Bank Of America Corp /De/ | 1,767,047 | 1.30% | $348.28M | +402,106 | 0.02% |
| Norges Bank | 1,739,884 | 1.28% | $342.93M | New | 0.03% |
| Charles Schwab Investment Management Inc | 1,483,253 | 1.09% | $292.35M | −18,876 | 0.04% |
| Aqr Capital Management LLC | 1,432,935 | 1.05% | $282.43M | +210,355 | 0.10% |
| Jane Street Group, LLC | 1,410,930 | 1.04% | $278.09M | −80,333 | 0.02% |
| Assenagon Asset Management S.A. | 1,314,234 | 0.97% | $259.04M | +730,204 | 0.16% |
| Northern Trust Corp | 1,288,597 | 0.95% | $253.98M | +49,577 | 0.03% |
| Point72 Asset Management, L.P. | 1,240,348 | 0.91% | $244.47M | −692,231 | 0.27% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 791 | 128M | 94.2% | 177 / 305 | 222 / 54 | 18M | 17M |
| Q1 2026 | 678 | 127M | 93.5% | 167 / 245 | 190 / 52 | 37M | 26M |
| Q4 2025 | 570 | 129M | 94.4% | 145 / 168 | 182 / 36 | 13M | 14M |
| Q3 2025 | 470 | 129M | 94.8% | 91 / 151 | 154 / 87 | 11M | 17M |
| Q2 2025 | 471 | 135M | 99.1% | 111 / 124 | 186 / 62 | 19M | 18M |
| Q1 2025 | 427 | 134M | 98.5% | 89 / 161 | 119 / 59 | 16M | 18M |
| Q4 2024 | 403 | 136M | 100.0% | 76 / 137 | 132 / 85 | 21M | 17M |
| Q3 2024 | 421 | 133M | 97.8% | 68 / 134 | 158 / 44 | 27M | 11M |
| Q2 2024 | 403 | 132M | 97.3% | 87 / 123 | 150 / 27 | 18M | 24M |
| Q1 2024 | 345 | 139M | 100.0% | 52 / 114 | 124 / 55 | 13M | 10M |
| Q4 2023 | 349 | 137M | 100.0% | 53 / 113 | 125 / 38 | 14M | 10M |
| Q3 2023 | 337 | 133M | 97.7% | 38 / 105 | 135 / 28 | 8M | 9M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ATI | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 4,670,260 | 3.43% | $920.51M | 0.74% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 4,331,882 | 3.18% | $853.81M | 0.04% | Jun 30, 2026 |
| SMALLCAP World Fund Inc | 4,210,910 | 3.09% | $829.97M | 0.88% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 3,129,836 | 2.30% | $616.89M | 0.33% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 1,804,092 | 1.32% | $355.59M | 0.76% | Jun 30, 2026 |
| Asset Allocation Fund | 1,712,904 | 1.26% | $337.61M | 1.19% | Jun 30, 2026 |
| Growth Fund of America | 1,663,011 | 1.22% | $291.29M | 0.08% | May 31, 2026 |
| American Balanced Fund | 1,580,852 | 1.16% | $311.59M | 0.11% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,564,730 | 1.15% | $308.41M | 0.32% | Jun 30, 2026 |
| iShares U.S. Aerospace & Defense ETF | 1,382,689 | 1.02% | $272.53M | 1.89% | Jun 30, 2026 |
| Invesco S&P MidCap Momentum ETF | 1,314,662 | 0.97% | $246.42M | 3.43% | Jul 31, 2026 |
| iShares Large Cap Core Active ETF | 1,197,337 | 0.88% | $224.43M | 3.48% | Jul 31, 2026 |
| AMCAP Fund | 1,137,102 | 0.84% | $199.17M | 0.20% | May 31, 2026 |
| Global X U.S. Infrastructure Development ETF | 996,615 | 0.73% | $174.57M | 1.29% | May 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF | 908,061 | 0.67% | $178.98M | 2.77% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Kimberly A. Fields | Chair, President and CEO, Director | 122,564 | 0.09% | Aug 19, 2026 |
| Robert S. Wetherbee | Executive Chairman, Director | 317,188 | 0.23% | Feb 19, 2026 |
| Timothy J. Harris | Senior VP and CDIO | 88,187 | 0.06% | Sep 23, 2026 |
| James Robert Foster | SVP, Finance and CFO | 57,824 | 0.04% | Jul 6, 2026 |
| Vaishali S. Bhatia | SVP, General Counsel and CCO | 58,420 | 0.04% | Mar 24, 2026 |
| Michael Benjamin Miller | VP Chief Accounting Officer | 7,639 | 0.01% | Mar 3, 2026 |
| Tina Killough Busch | SVP, CHRO | 21,274 | 0.02% | Nov 25, 2025 |
| Jimmy Williams Jr. | SVP, CTO | 11,620 | 0.01% | Jan 7, 2025 |
| Donald P. Newman | EVP and CFO | 191,706 | 0.14% | Jan 7, 2025 |
| David J. Morehouse | Director | 35,826 | 0.03% | Sep 4, 2026 |
| Jean Lydon-Rodgers | Director | 1,536 | 0.00% | May 21, 2026 |
| M. Leroy Ball | Director | 34,737 | 0.03% | May 21, 2026 |
| Carolyn Corvi | Director | 71,146 | 0.05% | May 21, 2026 |
| David P. Hess | Director | 34,945 | 0.03% | May 21, 2026 |
| Herbert J. Carlisle | Director | 37,556 | 0.03% | May 21, 2026 |
| Marianne Kah | Director | 35,075 | 0.03% | May 21, 2026 |
| Ruby Sharma | Director | 7,285 | 0.01% | May 21, 2026 |
| Elizabeth Hefley Lund | Director | 1,536 | 0.00% | May 21, 2026 |
| J. Brett Harvey | Director | 98,866 | 0.07% | May 22, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Timothy J. Harris Senior VP and CDIO | Sep 21, 2026 | Sale(10b5-1 plan) | −9,000 | $191.82 | $1.73M | 88,187 |
| Timothy J. Harris Senior VP and CDIO | Sep 14, 2026 | Sale(10b5-1 plan) | −16,500 | $193.06 | $3.19M | 97,187 |
| Timothy J. Harris Senior VP and CDIO | Sep 8, 2026 | Sale(10b5-1 plan) | −16,500 | $207.54 | $3.42M | 113,687 |
| David J. Morehouse Director | Sep 2, 2026 | Sale | −2,485 | $201.61 | $501.00K | 35,826 |
| Timothy J. Harris Senior VP and CDIO | Aug 31, 2026 | Sale(10b5-1 plan) | −16,500 | $210.01 | $3.47M | 130,187 |
| Timothy J. Harris Senior VP and CDIO | Aug 24, 2026 | Sale(10b5-1 plan) | −16,500 | $206.92 | $3.41M | 146,687 |
| Kimberly A. Fields Chair, President and CEO, Director | Aug 17, 2026 | Sale(10b5-1 plan) | −2,000 | $229.56 | $459.12K | 122,564 |
| Kimberly A. Fields Chair, President and CEO, Director | Aug 17, 2026 | Sale(10b5-1 plan) | −1,000 | $228.32 | $228.32K | 124,564 |
| Kimberly A. Fields Chair, President and CEO, Director | Aug 17, 2026 | Sale(10b5-1 plan) | −8,131 | $230.66 | $1.88M | 114,433 |
| Kimberly A. Fields Chair, President and CEO, Director | Aug 17, 2026 | Sale(10b5-1 plan) | −9,116 | $231.72 | $2.11M | 105,317 |
| Kimberly A. Fields Chair, President and CEO, Director | Aug 17, 2026 | Sale(10b5-1 plan) | −4,598 | $232.43 | $1.07M | 100,719 |
| Kimberly A. Fields Chair, President and CEO, Director | Jul 28, 2026 | Sale(10b5-1 plan) | −31,757 | $190.99 | $6.07M | 125,564 |
| Kimberly A. Fields Chair, President and CEO, Director | Jul 7, 2026 | Sale(10b5-1 plan) | −200 | $186.36 | $37.27K | 157,721 |
| Kimberly A. Fields Chair, President and CEO, Director | Jul 7, 2026 | Sale(10b5-1 plan) | −200 | $180.85 | $36.17K | 193,121 |
| Kimberly A. Fields Chair, President and CEO, Director | Jul 7, 2026 | Sale(10b5-1 plan) | −2,000 | $180.00 | $360.00K | 193,321 |
| Kimberly A. Fields Chair, President and CEO, Director | Jul 7, 2026 | Sale(10b5-1 plan) | −2,000 | $179.25 | $358.50K | 195,321 |
| Kimberly A. Fields Chair, President and CEO, Director | Jul 7, 2026 | Sale(10b5-1 plan) | −400 | $187.50 | $75.00K | 157,321 |
| Kimberly A. Fields Chair, President and CEO, Director | Jul 7, 2026 | Sale(10b5-1 plan) | −2,200 | $181.36 | $398.99K | 190,921 |
| Kimberly A. Fields Chair, President and CEO, Director | Jul 7, 2026 | Sale(10b5-1 plan) | −388 | $185.10 | $71.82K | 157,921 |
| Kimberly A. Fields Chair, President and CEO, Director | Jul 7, 2026 | Sale(10b5-1 plan) | −4,878 | $184.34 | $899.21K | 158,309 |
| Kimberly A. Fields Chair, President and CEO, Director | Jul 7, 2026 | Sale(10b5-1 plan) | −15,908 | $183.50 | $2.92M | 163,187 |
| Kimberly A. Fields Chair, President and CEO, Director | Jul 7, 2026 | Sale(10b5-1 plan) | −11,826 | $182.66 | $2.16M | 179,095 |
| James Robert Foster SVP, Finance and CFO | Jul 1, 2026 | Option exercise | −163 | $193.82 | $31.59K | 57,824 |
| Kimberly A. Fields Chair, President and CEO, Director | Jun 24, 2026 | Sale(10b5-1 plan) | −3,783 | $197.21 | $746.05K | 197,321 |
| Kimberly A. Fields Chair, President and CEO, Director | Jun 23, 2026 | Sale(10b5-1 plan) | −3,641 | $197.48 | $719.02K | 201,104 |
| Kimberly A. Fields Chair, President and CEO, Director | Jun 22, 2026 | Sale(10b5-1 plan) | −13,269 | $202.48 | $2.69M | 204,745 |
| Kimberly A. Fields Chair, President and CEO, Director | Jun 2, 2026 | Sale(10b5-1 plan) | −13,164 | $179.71 | $2.37M | 224,911 |
| Kimberly A. Fields Chair, President and CEO, Director | Jun 2, 2026 | Sale(10b5-1 plan) | −2,000 | $181.90 | $363.80K | 221,015 |
| Kimberly A. Fields Chair, President and CEO, Director | Jun 2, 2026 | Sale(10b5-1 plan) | −1,896 | $180.80 | $342.80K | 223,015 |
| Kimberly A. Fields Chair, President and CEO, Director | Jun 2, 2026 | Sale(10b5-1 plan) | −3,001 | $182.75 | $548.43K | 218,014 |
| Kimberly A. Fields Chair, President and CEO, Director | Jun 2, 2026 | Sale(10b5-1 plan) | −13,865 | $179.05 | $2.48M | 238,075 |
| Kimberly A. Fields Chair, President and CEO, Director | Jun 2, 2026 | Sale(10b5-1 plan) | −25,823 | $177.97 | $4.60M | 251,940 |
| M. Leroy Ball Director | May 19, 2026 | Award | +905 | – | – | 34,737 |
| Herbert J. Carlisle Director | May 19, 2026 | Award | +905 | – | – | 37,556 |
| Ruby Sharma Director | May 19, 2026 | Award | +905 | – | – | 7,285 |
| Jean Lydon-Rodgers Director | May 19, 2026 | Award | +905 | – | – | 1,536 |
| Marianne Kah Director | May 19, 2026 | Award | +905 | – | – | 35,075 |
| Carolyn Corvi Director | May 19, 2026 | Award | +905 | – | – | 71,146 |
| David P. Hess Director | May 19, 2026 | Award | +905 | – | – | 34,945 |
| David J. Morehouse Director | May 19, 2026 | Award | +1,743 | – | – | 38,311 |
| Elizabeth Hefley Lund Director | May 19, 2026 | Award | +905 | – | – | 1,536 |
| Kimberly A. Fields President, CEO and Director | May 11, 2026 | Sale(10b5-1 plan) | −6,420 | $158.38 | $1.02M | 301,125 |
| Kimberly A. Fields President, CEO and Director | May 11, 2026 | Sale(10b5-1 plan) | −11,982 | $160.60 | $1.92M | 286,543 |
| Kimberly A. Fields President, CEO and Director | May 11, 2026 | Sale(10b5-1 plan) | −2,600 | $159.38 | $414.39K | 298,525 |
| Kimberly A. Fields President, CEO and Director | May 11, 2026 | Sale(10b5-1 plan) | −8,780 | $161.12 | $1.41M | 277,763 |
| Kimberly A. Fields President, CEO and Director | May 11, 2026 | Sale(10b5-1 plan) | −3,350 | $157.51 | $527.66K | 307,545 |
| Kimberly A. Fields President, CEO and Director | May 11, 2026 | Sale(10b5-1 plan) | −5,568 | $156.29 | $870.22K | 310,895 |
| Kimberly A. Fields President, CEO and Director | May 11, 2026 | Sale(10b5-1 plan) | −1,300 | $154.02 | $200.23K | 316,463 |
| Vaishali S. Bhatia SVP, General Counsel and CCO | Mar 20, 2026 | Tax withholding | −3,509 | $143.95 | $505.12K | 58,420 |
| David J. Morehouse Director | Mar 9, 2026 | Sale | −1,285 | $153.11 | $196.75K | 43,492 |
| David J. Morehouse Director | Mar 9, 2026 | Sale | −5,324 | $154.53 | $822.72K | 38,168 |
| Michael Benjamin Miller VP Chief Accounting Officer | Mar 2, 2026 | Tax withholding | −413 | $164.00 | $67.73K | 7,639 |
| M. Leroy Ball Director | Feb 17, 2026 | Gift | −350 | – | – | 33,832 |
| Robert S. Wetherbee Executive Chairman, Director | Feb 17, 2026 | Sale(10b5-1 plan) | −12,435 | $144.01 | $1.79M | 317,188 |
| Robert S. Wetherbee Executive Chairman, Director | Feb 17, 2026 | Sale(10b5-1 plan) | −8,403 | $145.17 | $1.22M | 308,785 |
| Robert S. Wetherbee Executive Chairman, Director | Feb 17, 2026 | Sale(10b5-1 plan) | +28,724 | $146.07 | $4.20M | 280,061 |
| Robert S. Wetherbee Executive Chairman, Director | Feb 10, 2026 | Sale(10b5-1 plan) | −10,438 | $146.67 | $1.53M | 269,623 |
| James Robert Foster SVP, Finance and CFO | Jan 5, 2026 | Award | +6,517 | – | – | 63,078 |
| James Robert Foster SVP, Finance and CFO | Jan 5, 2026 | Award | +3,127 | – | – | 32,749 |
| James Robert Foster SVP, Finance and CFO | Jan 5, 2026 | Option exercise | +42,265 | – | – | 75,014 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Timothy J. Harris Officer | Sep 21, 2026 | 9,000 | $1.73M | Sep 21, 2026 | Restricted Stock Vesting |
| Timothy J. Harris Officer | Sep 14, 2026 | 16,500 | $3.19M | Sep 14, 2026 | Restricted Stock Vesting |
| Timothy J. Harris Officer | Sep 8, 2026 | 16,500 | $3.42M | Sep 8, 2026 | Restricted Stock Vesting |
| David J. Morehouse Director | Sep 2, 2026 | 2,485 | $501.00K | Sep 2, 2026 | Restricted Stock Vesting |
| Timothy J. Harris Officer | Aug 31, 2026 | 16,500 | $3.47M | Aug 31, 2026 | Restricted Stock Vesting |
| Timothy J. Harris Officer | Aug 24, 2026 | 16,500 | $3.41M | Aug 24, 2026 | Restricted Stock Vesting |
| Kimberly A. Fields Officer, Director | Aug 17, 2026 | 34,823 | $8.02M | Aug 17, 2026 | Restricted Stock Vesting |
| Robert S. Wetherbee Former Officer & Director | Aug 10, 2026 | 43,500 | $9.96M | Aug 10, 2026 | Restricted Stock Vesting |
| Kimberly A. Fields Officer, Director | Jul 28, 2026 | 31,757 | $6.07M | Jul 28, 2026 | Restricted Stock Vesting |
| Kimberly A. Fields Officer, Director | Jul 7, 2026 | 40,000 | $7.53M | Jul 7, 2026 | Restricted Stock Vesting |
| Kimberly A. Fields Officer, Director | Jun 24, 2026 | 3,783 | $746.05K | Jun 24, 2026 | Restricted Stock Vesting |
| Kimberly A. Fields Officer, Director | Jun 23, 2026 | 3,641 | $719.02K | Jun 23, 2026 | Restricted Stock Vesting |
| Kimberly A. Fields Officer, Director | Jun 22, 2026 | 13,269 | $2.69M | Jun 22, 2026 | Restricted Stock Vesting |
| Brett Harvey J. fmr Director | Jun 2, 2026 | 40,500 | $7.23M | Jun 2, 2026 | Acquired as compensation -- Restricted Stock Units |
| Kimberly A. Fields Officer, Director | Jun 2, 2026 | 59,749 | $10.60M | Jun 2, 2026 | Restricted Stock Vesting |