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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, Q2 2022

Institutional positions in ADTRAN Holdings, Inc. as of Jun 30, 2022. 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
163
−21 vs. Q1 2022
Shares held
48.2M
−228.2K (−0.5%) vs. Q1 2022
Total value
$844.4M
−$48.4M (−5.4%) vs. Q1 2022
New holders
18
54 more added
Sold out
39
67 more reduced

3 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 holdersQ2 2022: 163 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 heldQ2 2022: $844.4M
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, Q2 2022

Shares, value and share of portfolio for each institution holding ADTRAN Holdings, Inc.; share changes are against Q1 2022.

Institutions holding ADTN in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.8,121,318$142.4M0.00%−171,224−2.1%Reduced
Vanguard Group Inc5,241,282$91.9M0.00%−74,947−1.4%Reduced
Bank of New York Mellon Corp2,946,527$51.7M0.01%−241,883−7.6%Reduced
Dimensional Fund Advisors LP2,246,802$39.4M0.01%−22,612−1.0%Reduced
Westwood Holdings Group Inc.2,232,044$39.1M0.43%−10,704−0.5%Reduced
Fuller & Thaler Asset Management, Inc.2,005,804$35.2M0.24%−150,145−7.0%Reduced
State Street Corp1,656,415$29.0M0.00%+13,273+0.8%Added
Schonfeld Strategic Advisors LLC1,634,595$28.7M0.30%+394,643+31.8%Added
Bernzott Capital Advisors1,605,591$28.1M3.11%−1,621−0.1%Reduced
AIGH Capital Management LLC1,161,019$20.4M8.45%+162,284+16.2%Added
Renaissance Technologies LLC1,096,373$19.2M0.02%+47,900+4.6%Added
Shellback Capital, LP979,690$17.2M2.99%+46,879+5.0%Added
Geode Capital Management, LLC851,497$14.9M0.00%−37,932−4.3%Reduced
Royce & Associates LP821,322$14.4M0.15%−9,663−1.2%Reduced
Weiss Multi-Strategy Advisers LLC800,000$14.0M0.43%+138,002+20.8%Added
Kornitzer Capital Management Inc733,325$12.9M0.26%−119,610−14.0%Reduced
Jacobs Levy Equity Management, Inc657,942$11.5M0.09%+21,754+3.4%Added
Susquehanna International Group, LLP656,807$11.5M0.02%+387,929+144.3%Added
Harvey Partners, LLC638,000$11.2M2.47%+215,000+50.8%Added
Needham Investment Management LLC618,000$10.8M2.03%00.0%Unchanged
Balyasny Asset Management LLC614,432$10.8M0.05%+339,309+123.3%Added
Northern Trust Corp587,116$10.3M0.00%−4,185−0.7%Reduced
Charles Schwab Investment Management Inc556,049$9.75M0.00%+8,594+1.6%Added
Cinctive Capital Management LP545,112$9.56M0.44%+362,930+199.2%Added
Lapides Asset Management, LLC392,300$6.88M3.43%+216,100+122.6%Added
Invesco Ltd.380,086$6.66M0.00%−11,589−3.0%Reduced
Millennium Management LLC368,184$6.45M0.01%+335,872+1,039.5%Added
Principal Financial Group Inc367,009$6.43M0.00%+9,699+2.7%Added
Berry Street Capital Management LLP350,000$6.14M1.07%+150,000+75.0%Added
Morgan Stanley324,731$5.69M0.00%+67,886+26.4%Added
Ardsley Advisory Partners LP308,000$5.40M1.34%−10,000−3.1%Reduced
Penserra Capital Management LLC247,457$4.34M0.12%−53,132−17.7%Reduced
Barclays PLC245,251$4.30M0.00%+50,726+26.1%Added
Rice Hall James & Associates, LLC243,914$4.28M0.21%−920.0%Reduced
Bank of America Corp212,262$3.72M0.00%−5,192−2.4%Reduced
D. E. Shaw & Co., Inc.212,022$3.72M0.01%+84,245+65.9%Added
Atom Investors LP208,646$3.66M1.60%+208,646New
1492 Capital Management LLC206,944$3.63M2.40%+19,852+10.6%Added
Ameriprise Financial Inc200,974$3.52M0.00%−886−0.4%Reduced
JPMorgan Chase & Co168,019$2.94M0.00%−109,061−39.4%Reduced
Tieton Capital Management, LLC167,049$2.93M2.03%−3,750−2.2%Reduced
Goldman Sachs Group Inc164,217$2.88M0.00%−114,173−41.0%Reduced
Foundry Partners, LLC158,520$2.78M0.17%00.0%Unchanged
Public Employees Retirement System of Ohio157,508$2.76M0.01%+15,768+11.1%Added
Nuveen Asset Management, LLC153,950$2.70M0.00%−39,791−20.5%Reduced
ACT Capital Management, LLC150,000$2.63M3.68%+65,000+76.5%Added
HBK Investments L P138,702$2.43M0.06%+138,702New
Russell Investments Group, Ltd.136,089$2.38M0.00%−5,988−4.2%Reduced
Rhumbline Advisers128,463$2.25M0.00%−5,604−4.2%Reduced
Legal & General Group Plc117,812$2.07M0.00%+1,221+1.0%Added
Squarepoint Ops LLC115,304$2.02M0.02%+80,291+229.3%Added
First Eagle Investment Management, LLC112,876$1.98M0.01%+52,787+87.8%Added
New York State Teachers Retirement System108,235$1.90M0.00%00.0%Unchanged
Swiss National Bank104,200$1.83M0.00%−10,900−9.5%Reduced
Monarch Partners Asset Management LLC99,658$1.75M0.49%00.0%Unchanged
White Pine Capital LLC98,080$1.72M0.67%−5,088−4.9%Reduced
AWH Capital, L.P.94,500$1.66M2.23%+37,500+65.8%Added
State of Wisconsin Investment Board94,063$1.65M0.00%−69,837−42.6%Reduced
Public Sector Pension Investment Board90,929$1.59M0.01%−712−0.8%Reduced
BNP Paribas Arbitrage, SA83,974$1.47M0.00%+2,375+2.9%Added
Jane Street Group, LLC81,550$1.43M0.00%+60,890+294.7%Added
Cubist Systematic Strategies, LLC80,929$1.42M0.01%−5,326−6.2%Reduced
Alliancebernstein L.P.71,647$1.26M0.00%+11,362+18.8%Added
Oberweis Asset Management Inc71,400$1.25M0.32%+12,000+20.2%Added
Kovack Advisors, Inc.70,725$1.24M0.16%−180−0.3%Reduced
Comerica Bank57,719$1.19M0.01%−423−0.7%Reduced
Landscape Capital Management, L.L.C.65,166$1.14M0.15%+38,862+147.7%Added
HB Wealth Management, LLC63,870$1.12M0.02%00.0%Unchanged
Alpha Paradigm Partners, LLC59,416$1.04M0.43%−16,776−22.0%Reduced
California State Teachers Retirement System58,310$1.02M0.00%−3,719−6.0%Reduced
Verition Fund Management LLC57,777$1.01M0.02%+24,711+74.7%Added
Price T Rowe Associates Inc51,091$896.0K0.00%+393+0.8%Added
Mirabella Financial Services LLP50,861$892.0K0.09%−75−0.1%Reduced
Prudential Financial Inc49,841$874.0K0.00%−1,080−2.1%Reduced
Warren Averett Asset Management, LLC49,599$869.0K0.08%−6,275−11.2%Reduced
Woodline Partners LP48,678$853.0K0.01%+48,678New
Thrivent Financial for Lutherans48,258$846.0K0.00%+8,288+20.7%Added
First Trust Advisors LP45,739$802.0K0.00%+3,397+8.0%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys44,778$785.0K0.01%+2,450+5.8%Added
Yousif Capital Management, LLC41,734$732.0K0.01%−4,495−9.7%Reduced
Voya Investment Management LLC41,058$720.0K0.00%−684−1.6%Reduced
Citadel Advisors LLC38,497$675.0K0.00%+12,503+48.1%Added
Occudo Quantitative Strategies LP37,479$657.0K0.05%+17,012+83.1%Added
State of Alaska, Department of Revenue37,154$651.0K0.01%+3,005+8.8%Added
Texas Permanent School Fund35,503$622.0K0.01%+694+2.0%Added
Credit Suisse AG35,095$615.0K0.00%−8,867−20.2%Reduced
New York State Common Retirement Fund34,412$603.0K0.00%+120.0%Added
Wells Fargo & Company30,931$541.0K0.00%−28,494−47.9%Reduced
Royal Bank of Canada29,575$518.0K0.00%−2,239−7.0%Reduced
Susquehanna International Group Ltd.28,519$500.0K0.12%+28,519New
Citigroup Inc28,106$493.0K0.00%−23,061−45.1%Reduced
American International Group, Inc.26,467$464.0K0.00%−1,576−5.6%Reduced
Skandinaviska Enskilda Banken AB (publ)25,728$451.0K0.00%−43,569−62.9%Reduced
MetLife Investment Management25,302$443.5K0.00%00.0%Unchanged
HRT Financial LP25,261$442.0K0.00%−90,730−78.2%Reduced
Deutsche Bank AG25,080$440.0K0.00%−2,081−7.7%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC24,913$437.0K0.00%−98,900−79.9%Reduced
ExodusPoint Capital Management, LP24,780$434.0K0.01%−109,657−81.6%Reduced
CWM Advisors, LLC23,706$416.0K0.06%+10,948+85.8%Added
State Board of Administration of Florida Retirement System23,489$412.0K0.00%00.0%Unchanged