ADTRAN Holdings, Inc.

ADTN

Exchange: Nasdaq
Industry: Telephone & Telegraph Apparatus
SEC CIK: 0000926282

SEC filings (opens in a new tab)

In the last 90 days, ADTRAN Holdings, Inc. insiders filed 1 open-market purchase and 0 sales; 249 institutions reported holding it in 13F filings for Q2 2026, worth $1.17B in total; no superinvestor holds it.

Q2 2021 vs. Q1 2021

How the institutions holding ADTRAN Holdings, Inc. changed between Q1 2021 and Q2 2021.

All holders in Q2 2021 All holders in Q1 2021

13F holders of ADTN: Q1 2021 compared with Q2 2021
Measure	Q1 2021	Q2 2021	Change
Holders	136	155	+19
Shares	44.4M	44.7M	+323.1K (+0.7%)
Value	$740.9M	$923.9M	+$183.1M (+24.7%)

New holders (27)

Institutions that held ADTRAN Holdings, Inc. at the end of Q2 2021 but not at the end of Q1 2021.

Institutions new to ADTN in Q2 2021
Institution	Shares	Value	% of portfolio
Bernzott Capital Advisors	716,722	$14.8M	1.25%
Cinctive Capital Management LP	160,000	$3.30M	0.18%
Ardsley Advisory Partners LP	153,750	$3.17M	0.53%
Schonfeld Strategic Advisors LLC	124,425	$2.57M	0.03%
EAM Global Investors LLC	112,018	$2.31M	0.64%
EAM Investors, LLC	79,604	$1.64M	0.25%
Citadel Advisors LLC	30,557	$631.0K	0.00%
PDT Partners, LLC	29,261	$604.0K	0.04%
Amalgamated Bank	23,346	$482.0K	0.00%
Shay Capital LLC	22,500	$465.0K	0.11%
Jane Street Group, LLC	19,659	$406.0K	0.00%
Millennium Management LLC	16,540	$342.0K	0.00%
Lazard Asset Management LLC	12,000	$247.0K	0.00%
Exane Derivatives	12,299	$236.3K	0.06%
Envestnet Asset Management Inc	10,713	$221.0K	0.00%
STRS Ohio	10,200	$210.0K	0.00%
Cubist Systematic Strategies, LLC	10,068	$208.0K	0.00%
Homrich & Berg	9,917	$205.0K	0.00%
Altshuler Shaham Ltd	3,181	$66.0K	0.00%
First Eagle Investment Management, LLC	2,486	$51.0K	0.00%
KBC Group NV	1,896	$39.0K	0.00%
Simplex Trading, LLC	1,902	$39.0K	0.00%
Arkadios Wealth Advisors	900	$18.0K	0.00%
Wealth Quarterback LLC	300	$7.00K	0.00%
Sageworth Trust Co	290	$6.00K	0.00%
TCI Wealth Advisors, Inc.	123	$3.00K	0.00%
Asset Dedication, LLC	10	$0	0.00%

Sold out (8)

Institutions that held ADTRAN Holdings, Inc. at the end of Q1 2021 and filed for Q2 2021 without it.

Institutions that sold out of ADTN in Q2 2021
Institution	Shares, Q1 2021	Value, Q1 2021
California Public Employees Retirement System	98,200	$1.64M
HRT Financial LP	34,493	$575.0K
Zacks Investment Management	29,803	$497.0K
Provenire Capital, LLC	21,734	$363.0K
SG Americas Securities, LLC	16,597	$277.0K
Vident Investment Advisory, LLC	13,052	$218.0K
Sowell Financial Services LLC	11,623	$204.0K
Gsa Capital Partners LLP	11,122	$186.0K