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ADTRAN Holdings, Inc.

ADTN
Exchange
Nasdaq
Industry
Telephone & Telegraph Apparatus
SEC CIK
0000926282

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.

13F holders, Q3 2021

Institutional positions in ADTRAN Holdings, Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
175
+21 vs. Q2 2021
Shares held
44.6M
−88.9K (−0.2%) vs. Q2 2021
Total value
$836.8M
−$86.6M (−9.4%) vs. Q2 2021
New holders
36
56 more added
Sold out
15
58 more reduced

1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting ADTN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2021: 175 institutions
Q1 2021: 136 institutionsQ2 2021: 155 institutionsQ3 2021: 175 institutionsQ4 2021: 183 institutionsQ1 2022: 187 institutionsQ2 2022: 163 institutionsQ3 2022: 187 institutionsQ4 2022: 180 institutionsQ1 2023: 174 institutionsQ2 2023: 165 institutionsQ3 2023: 165 institutionsQ4 2023: 169 institutionsQ1 2024: 169 institutionsQ2 2024: 158 institutionsQ3 2024: 153 institutionsQ4 2024: 158 institutionsQ1 2025: 205 institutionsQ2 2025: 194 institutionsQ3 2025: 221 institutionsQ4 2025: 213 institutionsQ1 2026: 228 institutionsQ2 2026: 249 institutions
Value heldQ3 2021: $836.8M
Q1 2021: $740.9MQ2 2021: $923.9MQ3 2021: $836.8MQ4 2021: $1.06BQ1 2022: $896.0MQ2 2022: $844.4MQ3 2022: $1.20BQ4 2022: $1.19BQ1 2023: $1.00BQ2 2023: $678.9MQ3 2023: $523.1MQ4 2023: $462.0MQ1 2024: $347.1MQ2 2024: $315.7MQ3 2024: $349.7MQ4 2024: $513.1MQ1 2025: $512.3MQ2 2025: $533.7MQ3 2025: $632.2MQ4 2025: $611.5MQ1 2026: $989.1MQ2 2026: $1.17B
Institutions holding ADTN and their total value by quarter
QuarterHoldersValue
Q2 2026249$1.17B
Q1 2026228$989.1M
Q4 2025213$611.5M
Q3 2025221$632.2M
Q2 2025194$533.7M
Q1 2025205$512.3M
Q4 2024158$513.1M
Q3 2024153$349.7M
Q2 2024158$315.7M
Q1 2024169$347.1M
Q4 2023169$462.0M
Q3 2023165$523.1M
Q2 2023165$678.9M
Q1 2023174$1.00B
Q4 2022180$1.19B
Q3 2022187$1.20B
Q2 2022163$844.4M
Q1 2022187$896.0M
Q4 2021183$1.06B
Q3 2021175$836.8M
Q2 2021155$923.9M
Q1 2021136$740.9M

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding ADTRAN Holdings, Inc.; share changes are against Q2 2021.

Institutions holding ADTN in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Asset Dedication, LLC10$00.00%00.0%Unchanged
Kowal Investment Group, LLC1$00.00%+1New
Tarbox Family Office, Inc.70$1.00K0.00%00.0%Unchanged
Parallel Advisors, LLC33$1.00K0.00%+33New
Private Capital Group, LLC74$1.00K0.00%+74New
Fifth Third Bancorp103$2.00K0.00%+103New
Parkside Financial Bank & Trust134$3.00K0.00%−5−3.6%Reduced
TCI Wealth Advisors, Inc.178$3.00K0.00%+55+44.7%Added
Quadrant Capital Group LLC154$3.00K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.172$3.00K0.00%00.0%Unchanged
First Manhattan Co210$3.00K0.00%+210New
Brewin Dolphin Ltd200$3.75K0.00%00.0%Unchanged
Signaturefd, LLC201$4.00K0.00%+48+31.4%Added
Manchester Capital Management LLC193$4.00K0.00%+193New
Sageworth Trust Co290$5.00K0.00%00.0%Unchanged
NEXT Financial Group, Inc300$6.00K0.00%−1,000−76.9%Reduced
Wealth Quarterback LLC300$6.00K0.00%00.0%Unchanged
First Horizon Advisors, Inc.432$8.00K0.00%+432New
Sutton Wealth Advisors Inc.497$9.32K0.00%00.0%Unchanged
Harbour Investments, Inc.657$12.0K0.00%+71+12.1%Added
Fieldpoint Private Securities, LLC658$12.0K0.00%+658New
Whittier Trust Co of Nevada Inc685$13.0K0.00%+685New
Arkadios Wealth Advisors904$16.0K0.00%+4+0.4%Added
US Bancorp956$18.0K0.00%−38−3.8%Reduced
Versant Capital Management, Inc1,163$22.0K0.01%00.0%Unchanged
Investors Research Corp1,500$28.0K0.01%−3,000−66.7%Reduced
Eaton Vance Management3,915$30.0K0.00%−807−17.1%Reduced
Point72 Hong Kong Ltd1,637$31.0K0.00%+1,637New
Simplex Trading, LLC1,902$39.0K0.00%00.0%Unchanged
Macquarie Group Ltd2,372$44.0K0.00%+2,372New
Group One Trading, L.P.3,117$58.0K0.00%+3,117New
The PNC Financial Services Group, Inc.3,445$65.0K0.00%−388−10.1%Reduced
Captrust Financial Advisors3,761$71.0K0.00%−51−1.3%Reduced
Ameritas Investment Partners, Inc.4,115$77.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)4,510$85.0K0.00%+2,895+179.3%Added
Zurcher Kantonalbank (Zurich Cantonalbank)5,023$94.0K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC5,800$109.0K0.00%00.0%Unchanged
Mutual of America Capital Management LLC6,475$121.0K0.00%−406−5.9%Reduced
UBS Group AG8,158$152.0K0.00%+4,667+133.7%Added
Advisor Group Holdings, Inc.8,212$153.0K0.00%+483+6.2%Added
Meeder Asset Management Inc8,328$155.0K0.01%+8,197+6,257.3%Added
NJ State Employees Deferred Compensation Plan10,000$188.0K0.03%00.0%Unchanged
Keebeck Alpha, LP10,080$189.0K0.06%+10,080New
Jump Financial, LLC10,223$191.0K0.01%+10,223New
XTX Topco Ltd10,902$205.0K0.07%+10,902New
Engineers Gate Manager LP11,225$211.0K0.01%+11,225New
Public Employees Retirement Association of Colorado11,333$213.0K0.00%00.0%Unchanged
Metropolitan Life Insurance Co11,915$223.5K0.00%−2,408−16.8%Reduced
CWM Advisors, LLC12,012$225.0K0.03%+12,012New
KBC Group NV12,684$238.0K0.00%+10,788+569.0%Added
Walleye Trading LLC12,818$240.0K0.01%+12,818New
DuPont Capital Management Corp12,964$243.0K0.01%−1,833−12.4%Reduced
Arizona State Retirement System13,183$247.0K0.00%+147+1.1%Added
Teachers Retirement System of the State of Kentucky13,547$254.0K0.00%00.0%Unchanged
Harvest Investment Services, LLC13,883$260.0K0.11%+13,883New
MetLife Investment Management14,053$263.6K0.00%−4,224−23.1%Reduced
Everence Capital Management Inc14,390$270.0K0.02%00.0%Unchanged
Bank of Montreal14,625$271.0K0.00%−288−1.9%Reduced
Exane Derivatives14,642$274.7K0.07%+2,343+19.1%Added
Bailard, Inc.14,800$278.0K0.01%00.0%Unchanged
Cornerstone Investment Partners, LLC15,076$283.0K0.02%−3,500−18.8%Reduced
Envestnet Asset Management Inc15,172$285.0K0.00%+4,459+41.6%Added
Marshall Wace, LLP15,199$285.0K0.00%+15,199New
State of Tennessee, Treasury Department15,570$293.0K0.00%−1,659−9.6%Reduced
SG Americas Securities, LLC15,962$299.0K0.00%+15,962New
First Eagle Investment Management, LLC16,986$319.0K0.00%+14,500+583.3%Added
Raymond James & Associates17,095$321.0K0.00%+692+4.2%Added
Stifel Financial Corp17,577$330.0K0.00%+2,588+17.3%Added
Alpha Paradigm Partners, LLC18,640$350.0K0.14%−13,778−42.5%Reduced
Keybank National Association18,815$353.0K0.00%−18,285−49.3%Reduced
Maryland State Retirement & Pension System19,141$358.0K0.01%+19,141New
Cubist Systematic Strategies, LLC19,147$359.0K0.00%+9,079+90.2%Added
Oregon Public Employees Retirement Fund19,536$366.0K0.00%+384+2.0%Added
Gsa Capital Partners LLP19,586$367.0K0.04%+19,586New
We Are One Seven, LLC20,289$375.0K0.05%+20,289New
Squarepoint Ops LLC20,866$391.0K0.00%+20,866New
Amalgamated Bank22,975$431.0K0.00%−371−1.6%Reduced
Louisiana State Employees Retirement System23,400$439.0K0.01%+1,600+7.3%Added
Manufacturers Life Insurance Company, The25,700$482.0K0.00%−1,875−6.8%Reduced
Dynamic Technology Lab Private Ltd26,371$495.0K0.06%+26,371New
IndexIQ Advisors LLC26,954$506.0K0.02%+2,700+11.1%Added
ExodusPoint Capital Management, LP27,676$519.0K0.01%+16,389+145.2%Added
First Trust Advisors LP27,708$520.0K0.00%−13,909−33.4%Reduced
Jane Street Group, LLC27,961$525.0K0.00%+8,302+42.2%Added
Deutsche Bank AG28,439$533.0K0.00%−869−3.0%Reduced
Royal Bank of Canada28,901$543.0K0.00%+22,298+337.7%Added
Two Sigma Advisers, LP29,400$552.0K0.00%−400−1.3%Reduced
American International Group, Inc.30,293$568.0K0.00%−1,039−3.3%Reduced
Franklin Resources Inc30,456$571.0K0.00%+30,456New
Eqis Capital Management, Inc.31,025$582.0K0.04%−1,098−3.4%Reduced
PDT Partners, LLC34,331$644.0K0.05%+5,070+17.3%Added
New York State Common Retirement Fund34,810$653.0K0.00%−6,292−15.3%Reduced
State of Alaska, Department of Revenue35,404$664.0K0.01%+1,914+5.7%Added
Texas Permanent School Fund35,923$674.0K0.01%−143−0.4%Reduced
Lapides Asset Management, LLC36,500$685.0K0.28%+5,500+17.7%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys36,820$691.0K0.01%−320−0.9%Reduced
Credit Suisse AG37,067$694.0K0.00%−6,515−14.9%Reduced
Citigroup Inc37,317$700.0K0.00%−1,353−3.5%Reduced
Thrivent Financial for Lutherans39,253$736.0K0.00%−1,760−4.3%Reduced
Barclays PLC39,991$750.0K0.00%+13,327+50.0%Added