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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 2022

Institutional positions in ADTRAN Holdings, Inc. as of Sep 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
187
+28 vs. Q2 2022
Shares held
61.1M
+13.0M (+27.0%) vs. Q2 2022
Total value
$1.20B
+$352.9M (+41.8%) vs. Q2 2022
New holders
55
89 more added
Sold out
27
33 more reduced

4 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2022: 187 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 2022: $1.20B
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 2022

Shares, value and share of portfolio for each institution holding ADTRAN Holdings, Inc.; share changes are against Q2 2022.

Institutions holding ADTN in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Rockefeller Capital Management L.P.19$00.00%−153−89.0%Reduced
Parallel Advisors, LLC14$00.00%+14New
SJS Investment Consulting Inc.13$00.00%+13New
CWM, LLC51$1.00K0.00%+11+27.5%Added
Global Retirement Partners, LLC33$1.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB41$1.00K0.00%+41New
Farmers & Merchants Investments Inc50$1.00K0.00%+50New
Lindbrook Capital, LLC28$1.00K0.00%+28New
First Horizon Advisors, Inc.147$2.00K0.00%+147New
Dark Forest Capital Management LP124$2.00K0.00%+124New
Signaturefd, LLC133$3.00K0.00%−46−25.7%Reduced
Parkside Financial Bank & Trust139$3.00K0.00%+139New
Ellevest, Inc.148$3.00K0.00%+148New
TCI Wealth Advisors, Inc.184$4.00K0.00%+184New
Fifth Third Bancorp237$5.00K0.00%+237New
Ronald Blue Trust, Inc.499$9.00K0.00%+137+37.8%Added
EverSource Wealth Advisors, LLC480$9.00K0.00%+118+32.6%Added
Sutton Wealth Advisors Inc.517$10.1K0.00%+13+2.6%Added
Versant Capital Management, Inc646$13.0K0.01%−223−25.7%Reduced
Quadrant Capital Group LLC718$14.0K0.00%+468+187.2%Added
Allspring Global Investments Holdings, LLC798$15.0K0.00%+798New
Huntington National Bank1,049$21.0K0.00%+1,049New
US Bancorp1,201$23.0K0.00%−60−4.8%Reduced
Bessemer Group Inc1,180$23.0K0.00%+1,180New
FMR LLC1,653$32.0K0.00%−312−15.9%Reduced
Altshuler Shaham Ltd1,645$32.0K0.00%+1,645New
Macquarie Group Ltd2,372$46.0K0.00%+2,372New
Group One Trading, L.P.4,023$79.0K0.00%+3,098+334.9%Added
Metropolitan Life Insurance Co4,347$85.1K0.00%+1,297+42.5%Added
Nisa Investment Advisors, LLC3,842$86.0K0.00%+52+1.4%Added
Ameritas Investment Partners, Inc.5,515$107.0K0.00%+1,400+34.0%Added
The PNC Financial Services Group, Inc.6,321$123.0K0.00%+2,108+50.0%Added
KBC Group NV6,378$125.0K0.00%+1,325+26.2%Added
Advisor Group Holdings, Inc.7,455$146.0K0.00%+3,021+68.1%Added
Zurcher Kantonalbank (Zurich Cantonalbank)8,345$163.0K0.00%+2,203+35.9%Added
Robeco Institutional Asset Management B.V.8,972$176.0K0.00%+8,972New
NJ State Employees Deferred Compensation Plan10,000$196.0K0.03%00.0%Unchanged
ProShare Advisors LLC10,055$196.0K0.00%+10,055New
Quantamental Technologies LLC10,202$200.0K0.08%+10,202New
CWM Advisors, LLC10,543$206.0K0.03%−13,163−55.5%Reduced
Teacher Retirement System of Texas10,499$206.0K0.00%+10,499New
Public Employees Retirement Association of Colorado11,333$222.0K0.00%00.0%Unchanged
Advisory Research Inc11,542$226.0K0.02%+11,542New
Arrowstreet Capital, Limited Partnership11,443$228.0K0.00%+11,443New
Susquehanna International Securities, Ltd.11,501$229.0K0.45%+11,501New
AQR Capital Management LLC11,816$231.0K0.00%+1,585+15.5%Added
Natixis Advisors, L.P.11,986$235.0K0.00%+11,986New
HSBC Holdings PLC13,358$265.0K0.00%+657+5.2%Added
Mutual of America Capital Management LLC14,017$274.0K0.00%+5,767+69.9%Added
Everence Capital Management Inc14,390$282.0K0.03%00.0%Unchanged
Assenagon Asset Management S.A.14,591$286.0K0.00%+14,591New
Teachers Retirement System of the State of Kentucky14,820$290.0K0.00%+14,820New
Gsa Capital Partners LLP14,792$290.0K0.04%+14,792New
STRS Ohio16,100$315.0K0.00%+16,100New
Shell Asset Management Co16,231$318.0K0.01%+16,231New
Lido Advisors, LLC17,040$333.0K0.01%+17,040New
Tower Research Capital LLC (TRC)17,096$335.0K0.01%+14,782+638.8%Added
Campbell & CO Investment Adviser LLC17,430$341.0K0.08%+17,430New
Vident Investment Advisory, LLC17,892$347.0K0.01%−1,180−6.2%Reduced
Pitcairn Co18,690$366.0K0.04%+18,690New
Arizona State Retirement System19,908$390.0K0.00%+7,928+66.2%Added
Ensign Peak Advisors, Inc20,094$393.0K0.00%00.0%Unchanged
Simplex Trading, LLC20,339$398.0K0.02%+20,339New
Barclays PLC20,525$401.0K0.00%−224,726−91.6%Reduced
Eqis Capital Management, Inc.20,583$403.0K0.05%−701−3.3%Reduced
Raymond James & Associates21,265$416.0K0.00%+499+2.4%Added
Franklin Resources Inc21,657$424.0K0.00%+21,657New
Boothbay Fund Management, LLC21,734$426.0K0.01%+3,822+21.3%Added
Stifel Financial Corp23,068$452.0K0.00%+23,068New
Oregon Public Employees Retirement Fund23,365$457.0K0.01%+7,629+48.5%Added
Manufacturers Life Insurance Company, The23,372$457.6K0.00%+3,706+18.8%Added
State Board of Administration of Florida Retirement System23,489$460.0K0.00%00.0%Unchanged
We Are One Seven, LLC24,395$477.0K0.05%+24,395New
Victory Capital Management Inc26,996$529.0K0.00%+15,877+142.8%Added
Marshall Wace, LLP26,773$533.0K0.00%+14,546+119.0%Added
Maryland State Retirement & Pension System28,810$564.0K0.05%+8,896+44.7%Added
Mirae Asset Global Investments Co., Ltd.32,362$634.0K0.00%+17,583+119.0%Added
Susquehanna International Group, LLP33,531$657.0K0.00%−623,276−94.9%Reduced
Louisiana State Employees Retirement System33,700$660.0K0.02%+33,700New
Wells Fargo & Company33,764$661.0K0.00%+2,833+9.2%Added
Envestnet Asset Management Inc34,143$669.0K0.00%+34,143New
Amalgamated Bank34,443$674.0K0.01%+11,061+47.3%Added
Aquatic Capital Management LLC34,500$676.0K0.07%+34,500New
D. E. Shaw & Co., Inc.34,734$680.0K0.00%−177,288−83.6%Reduced
Connor, Clark & Lunn Investment Management Ltd.35,867$702.0K0.00%+35,867New
MetLife Investment Management37,966$743.4K0.01%+12,664+50.1%Added
American International Group, Inc.38,542$755.0K0.01%+12,075+45.6%Added
HRT Financial LP41,717$816.0K0.01%+16,456+65.1%Added
Royal Bank of Canada43,219$846.0K0.00%+13,644+46.1%Added
Price T Rowe Associates Inc43,344$849.0K0.00%−7,747−15.2%Reduced
SG Americas Securities, LLC44,031$862.0K0.01%+44,031New
First Eagle Investment Management, LLC44,076$863.0K0.00%−68,800−61.0%Reduced
Jane Street Group, LLC46,563$912.0K0.00%−34,987−42.9%Reduced
New York State Common Retirement Fund47,800$936.0K0.00%+13,388+38.9%Added
State of Tennessee, Treasury Department47,975$939.0K0.00%+29,624+161.4%Added
State of Alaska, Department of Revenue48,776$955.0K0.01%+11,622+31.3%Added
Warren Averett Asset Management, LLC49,599$971.0K0.07%00.0%Unchanged
Voya Investment Management LLC49,689$972.9K0.00%+8,631+21.0%Added
HB Wealth Management, LLC50,012$979.0K0.02%−13,858−21.7%Reduced
Samson Rock Capital LLP50,000$979.0K0.73%+50,000New