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 2023
Institutional positions in ADTRAN Holdings, Inc. as of Jun 30, 2023. 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
- 165
- −8 vs. Q1 2023
- Shares held
- 64.8M
- +1.58M (+2.5%) vs. Q1 2023
- Total value
- $678.9M
- −$322.8M (−32.2%) vs. Q1 2023
- New holders
- 33
- 69 more added
- Sold out
- 41
- 47 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 249 | $1.17B |
| Q1 2026 | 228 | $989.1M |
| Q4 2025 | 213 | $611.5M |
| Q3 2025 | 221 | $632.2M |
| Q2 2025 | 194 | $533.7M |
| Q1 2025 | 205 | $512.3M |
| Q4 2024 | 158 | $513.1M |
| Q3 2024 | 153 | $349.7M |
| Q2 2024 | 158 | $315.7M |
| Q1 2024 | 169 | $347.1M |
| Q4 2023 | 169 | $462.0M |
| Q3 2023 | 165 | $523.1M |
| Q2 2023 | 165 | $678.9M |
| Q1 2023 | 174 | $1.00B |
| Q4 2022 | 180 | $1.19B |
| Q3 2022 | 187 | $1.20B |
| Q2 2022 | 163 | $844.4M |
| Q1 2022 | 187 | $896.0M |
| Q4 2021 | 183 | $1.06B |
| Q3 2021 | 175 | $836.8M |
| Q2 2021 | 155 | $923.9M |
| Q1 2021 | 136 | $740.9M |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding ADTRAN Holdings, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ellevest, Inc. | 0 | $0 | 0.00% | −1,338−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −882−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −118−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| 25 LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Kula Investments, LLC | – | – | – | – | Not filed |