STOCK TITAN

State Farm (ADT: ADT) reports 133.3M ADT shares, a 19.72% ownership stake

(Moderate)
(Neutral)
Form Type
SCHEDULE 13D/A

Rhea-AI Filing Summary

State Farm Mutual Automobile Insurance Company filed Amendment No. 5 to its Schedule 13D regarding ADT, Inc. common stock. State Farm reports beneficial ownership of 133,333,333 shares of ADT common stock through Fire Company, with shared voting and dispositive power over all of these shares and no sole voting or dispositive power.

Based on 675,814,723 shares of ADT common stock outstanding as of July 23, 2026, as disclosed in ADT’s Form 10‑Q filed July 30, 2026, State Farm’s position represents approximately 19.72% of the outstanding class. The amendment states that there were no transactions in ADT common stock by State Farm or Fire Company during the past 60 days and that no other person is known to have rights to dividends or sale proceeds from these shares other than State Farm and Fire Company. The amendment is described as being filed solely to update the beneficial ownership percentage to reflect the latest outstanding share count.

Positive

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Shares beneficially owned 133,333,333 shares ADT common stock beneficially owned by State Farm via Fire Company
Ownership percentage 19.72% Percent of ADT common stock outstanding represented by 133,333,333 shares
Shares outstanding 675,814,723 shares ADT common stock outstanding as of July 23, 2026 per Form 10-Q
Shared voting power 133,333,333 shares Shares over which State Farm and Fire Company share voting power
Sole voting power 0 shares Shares over which the reporting person has sole voting power
Shared dispositive power 133,333,333 shares Shares over which State Farm and Fire Company share dispositive power
beneficially owns financial
"The Reporting Person beneficially owns 133,333,333 shares of Common Stock"
Beneficially owns means a person or entity enjoys the economic benefits and control of a security even if the legal title or registration is held in another name. Think of it like having the keys and profits from a car that is registered to a friend: you use it, benefit from it, and make decisions about it even though the official paperwork lists someone else. For investors, this matters because it reveals who truly controls shares, affects voting power, potential conflicts of interest, and regulatory disclosure obligations.
shared voting power financial
"State Farm and Fire Company have shared voting power and the shared dispositive power"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive power financial
"State Farm and Fire Company have shared voting power and the shared dispositive power"
Schedule 13D regulatory
"Amendment No. 5 is being filed by the undersigned, pursuant to Rule 13d-2(a)"
A Schedule 13D is a legal document that investors file with regulators when they buy a large enough stake in a company to potentially influence its management or decisions. It provides details about the investor’s intention, ownership stake, and plans, helping other investors understand who is gaining control and what their motives might be.
Rule 13d-2(a) regulatory
"filed by the undersigned, pursuant to Rule 13d-2(a) under the Act"

FAQ

How many ADT (ADT) shares does State Farm beneficially own?

State Farm beneficially owns 133,333,333 shares of ADT common stock. These shares are held directly by Fire Company, with State Farm and Fire Company sharing voting and dispositive power over the entire reported position.

What percentage of ADT (ADT) does State Farm’s stake represent?

State Farm’s reported 133,333,333 ADT shares represent approximately 19.72% of the outstanding common stock, based on 675,814,723 shares outstanding as of July 23, 2026, referenced from ADT’s Form 10‑Q.

Did State Farm trade ADT (ADT) stock in the last 60 days?

No. The filing states that no transactions involving ADT common stock were effected by State Farm or Fire Company during the past 60 days, indicating that the ownership update reflects share count changes, not recent trading.

Why did State Farm file Amendment No. 5 for ADT (ADT)?

Amendment No. 5 was filed solely to update the beneficial ownership percentage. The update is based on ADT’s disclosure that 675,814,723 common shares were outstanding as of July 23, 2026, in its Form 10‑Q filed July 30, 2026.

Who has voting and dispositive power over State Farm’s ADT (ADT) shares?

State Farm and Fire Company have shared voting and shared dispositive power over all 133,333,333 ADT shares. The filing reports no sole voting or sole dispositive power over these shares by the reporting person.

Does anyone else have rights to dividends or sale proceeds from ADT (ADT) shares?

The filing states that no person is known to have the right to receive or direct the receipt of dividends or sale proceeds from the reported ADT shares, other than State Farm and Fire Company.

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

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00090Q103

(CUSIP Number)
Matthew Melick
State Farm Mutual Automobile Ins Company, One State Farm Plaza
Bloomington, IL, 61710
(309) 766-1311

(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)
07/30/2026

(Date of Event Which Requires Filing of This Statement)


If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§ 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box.

The information required on the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).




schemaVersion:


SCHEDULE 13D




Comment for Type of Reporting Person:
Comment to Line 13: The percentage in line 13, above, is based on 675,814,723 shares of Common Stock outstanding as of July 23, 2026, as disclosed in the Issuer's Form 10-Q filed on July 30, 2026. Explanatory Note: This Amendment No. 5 ("Amendment No. 5") amends the Schedule 13D filed by State Farm Mutual Automobile Insurance Company ("State Farm" or "Reporting Person") on October 21, 2022, as amended by Amendment No. 1 to Schedule 13D filed by the Reporting Person on November 16, 2022, Amendment No. 2 to Schedule 13D filed by the Reporting Person on February 10, 2023, Amendment No. 3 to Schedule 13D filed by the Reporting Person on April 15, 2025, and Amendment No. 4 to Schedule 13D filed by the Reporting Person on June 10, 2026 (collectively, the "Original Schedule 13D"). Except as specifically provided herein, this Amendment No. 5 does not modify any of the information previously reported in the Original Schedule 13D. Capitalized terms used herein and not otherwise defined in this Amendment No. 5 have the meanings previously defined in the Original Schedule 13D.


SCHEDULE 13D


State Farm Mutual Automobile Insurance Company
Signature:/s Robert Stephan
Name/Title:Robert Stephan, Senior Vice President and Chief Investment Officer
Date:08/11/2026