STOCK TITAN

Wellington Management Holds ~9.15% Stake in Acadia Healthcare (ACHC)

(Neutral)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Wellington Management and related entities report beneficial ownership of 8,430,343 shares of Acadia Healthcare Company, Inc. common stock, representing approximately 9.15% of the class. The filing shows no sole voting or dispositive power; instead Wellington discloses shared voting power of 7,995,273 shares and shared dispositive power of 8,430,343 shares. The ownership is held of record by clients of Wellington’s investment advisers rather than by Wellington as a principal.

The filing identifies multiple Wellington entities as reporting persons, including entities classified as holding companies (HC) and investment advisers (IA). The filing also names the Vanguard Health Care Fund as an exception noted in the list of clients, without specifying a percentage for that fund.

Positive

  • Material institutional stake disclosed: Wellington entities beneficially own 8,430,343 shares (~9.15%) of ACHC.
  • Held for clients in ordinary course: Filing explicitly states shares are held for clients rather than for Wellington as principal.

Negative

  • No sole voting or dispositive power: Wellington reports 0 shares of sole voting or dispositive power, limiting unilateral control.
  • Incomplete detail on named fund: The Vanguard Health Care Fund is listed as an exception but the filing does not specify its percentage ownership.

Insights

TL;DR: Wellington reports a meaningful institutional stake—8.43M shares (~9.15%)—held for clients with shared voting/dispositive power.

The Schedule 13G/A discloses an aggregate beneficial position of 8,430,343 shares in Acadia Healthcare, representing roughly 9.15% of the outstanding class. The position is held in the ordinary course for clients of Wellington Investment Advisers and shows no sole voting or dispositive control, which implies passive institutional ownership rather than an activist intent. Shared voting power of 7,995,273 indicates coordinated influence across Wellington entities, but the filing does not indicate any single client exceeding five percent except that the Vanguard Health Care Fund is named as an exception without a disclosed percentage.

TL;DR: Disclosure signals significant ownership concentration but documents passive client-held positions and limited direct control.

Multiple Wellington entities are listed as reporting persons and are classified as holding companies (HC) and investment advisers (IA). The Schedule shows shared voting power (7,995,273) and shared dispositive power (8,430,343), with zero sole power, consistent with client-directed holdings managed by Wellington advisers. From a governance perspective, this level of ownership (≈9.15%) is material for investors to note, yet the filing explicitly states the shares are held in the ordinary course of business and not to affect control of the issuer.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
Learn about SEC filing dates

FAQ

Who filed the Schedule 13G/A reporting ownership of ACHC?

The filing was made by multiple Wellington entities, including Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP.

How many Acadia Healthcare (ACHC) shares does Wellington beneficially own?

The aggregate amount beneficially owned is 8,430,343 shares.

What percentage of ACHC does Wellington’s position represent?

The filing reports the position represents approximately 9.15% of the class.

Does Wellington have sole voting or dispositive power over these ACHC shares?

No. The filing shows 0 shares with sole voting power and 0 shares with sole dispositive power; voting and dispositive powers are shared.

Are these shares held on behalf of clients or by Wellington itself?

The securities are owned of record by clients of one or more Wellington investment advisers and are held in the ordinary course of business.





Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:08/12/2025
Wellington Group Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:08/12/2025
Wellington Investment Advisors Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:08/12/2025
Wellington Management Company LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:08/12/2025