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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 2024

Institutional positions in ADTRAN Holdings, Inc. as of Jun 30, 2024. 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
158
−10 vs. Q1 2024
Shares held
60.0M
−3.59M (−5.6%) vs. Q1 2024
Total value
$315.7M
−$30.7M (−8.9%) vs. Q1 2024
New holders
36
62 more added
Sold out
46
50 more reduced

1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 2024: 158 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 2024: $315.7M
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 2024

Shares, value and share of portfolio for each institution holding ADTRAN Holdings, Inc.; share changes are against Q1 2024.

Institutions holding ADTN in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.6,603,046$34.7M0.00%−5,906,703−47.2%Reduced
Vanguard Group Inc6,062,697$31.9M0.00%−490,486−7.5%Reduced
Divisar Capital Management LLC5,740,461$30.2M5.72%+1,146,774+25.0%Added
DnB Asset Management AS4,631,848$24.4M0.12%+1,159,809+33.4%Added
William Blair Investment Management, LLC4,437,187$23.3M0.06%−18,880−0.4%Reduced
Paradigm Capital Management Inc2,447,100$12.9M0.59%+1,551,000+173.1%Added
Morgan Stanley2,135,321$11.2M0.00%+817,196+62.0%Added
Geode Capital Management, LLC1,746,152$9.19M0.00%+27,085+1.6%Added
Citadel Advisors LLC1,737,509$9.14M0.01%+1,151,639+196.6%Added
State Street Corp1,719,360$9.04M0.00%−1,286,042−42.8%Reduced
Millennium Management LLC1,549,621$8.15M0.01%+1,532,257+8,824.3%Added
Needham Investment Management LLC1,410,000$7.42M0.61%+245,000+21.0%Added
Charles Schwab Investment Management Inc1,016,458$5.35M0.00%−123,804−10.9%Reduced
Tieton Capital Management, LLC967,884$5.09M2.83%+1,515+0.2%Added
Bank of New York Mellon Corp894,626$4.71M0.00%−349,652−28.1%Reduced
Federated Hermes, Inc.891,710$4.69M0.01%−918,979−50.8%Reduced
Jane Street Group, LLC865,927$4.55M0.00%+747,077+628.6%Added
First Eagle Investment Management, LLC681,807$3.59M0.01%+275,500+67.8%Added
Renaissance Technologies LLC680,340$3.58M0.01%+142,100+26.4%Added
Northern Trust Corp663,204$3.49M0.00%−118,212−15.1%Reduced
Kovack Advisors, Inc.643,950$3.39M0.37%+82,600+14.7%Added
Bank of America Corp619,974$3.26M0.00%−70,365−10.2%Reduced
Westerly Capital Management, LLC575,000$3.02M1.64%+575,000New
Alyeska Investment Group, L.P.570,066$3.00M0.02%+570,066New
Susquehanna International Group, LLP527,889$2.78M0.00%+374,156+243.4%Added
Marshall Wace, LLP444,198$2.34M0.00%+432,372+3,656.1%Added
Goldman Sachs Group Inc415,556$2.19M0.00%+230,399+124.4%Added
HRT Financial LP401,556$2.11M0.01%+117,712+41.5%Added
Herald Investment Management Ltd400,000$2.10M0.34%00.0%Unchanged
Ameriprise Financial Inc387,068$2.04M0.00%−471,913−54.9%Reduced
Keeley-Teton Advisors, LLC361,277$1.90M0.24%−9,694−2.6%Reduced
Squarepoint Ops LLC327,148$1.72M0.01%+286,307+701.0%Added
D. E. Shaw & Co., Inc.320,307$1.68M0.00%+2,269+0.7%Added
Trexquant Investment LP294,525$1.55M0.02%+294,525New
Dimensional Fund Advisors LP279,915$1.47M0.00%+3,638+1.3%Added
Invesco Ltd.260,361$1.37M0.00%−831,416−76.2%Reduced
Gsa Capital Partners LLP246,513$1.30M0.09%+165,134+202.9%Added
Amundi243,842$1.25M0.00%−17,782−6.8%Reduced
Jump Financial, LLC236,338$1.24M0.03%+126,138+114.5%Added
Nuveen Asset Management, LLC228,200$1.20M0.00%−117,014−33.9%Reduced
Qube Research & Technologies Ltd223,455$1.18M0.00%+180,785+423.7%Added
Numerai GP LLC210,848$1.11M0.40%+122,334+138.2%Added
Skandinaviska Enskilda Banken AB (publ)204,261$1.07M0.01%+36,371+21.7%Added
Two Sigma Investments, LP190,520$1.00M0.00%−11,556−5.7%Reduced
Verition Fund Management LLC181,284$953.6K0.01%+115,575+175.9%Added
Boothbay Fund Management, LLC143,214$753.3K0.02%+131,769+1,151.3%Added
Brevan Howard Capital Management LP135,172$711.0K0.05%+135,172New
White Pine Capital LLC131,948$694.0K0.26%+106,097+410.4%Added
Cubist Systematic Strategies, LLC129,491$681.1K0.01%+129,491New
Rhumbline Advisers125,464$659.9K0.00%−110,811−46.9%Reduced
Nebula Research & Development LLC124,018$652.3K0.11%+72,600+141.2%Added
Sherbrooke Park Advisers LLC120,508$633.9K0.11%+82,210+214.7%Added
Y-Intercept (Hong Kong) Ltd119,930$630.8K0.03%+119,930New
Siemens Fonds Invest GmbH119,654$629.4K0.05%00.0%Unchanged
Tudor Investment Corp Et Al112,278$590.6K0.01%−102,549−47.7%Reduced
JPMorgan Chase & Co111,436$586.2K0.00%−145,410−56.6%Reduced
Point72 Asia (Singapore) Pte. Ltd.108,185$569.1K0.12%+108,185New
Barclays PLC103,861$546.3K0.00%+416+0.4%Added
Engineers Gate Manager LP100,309$527.6K0.01%+74,270+285.2%Added
Citigroup Inc98,933$520.4K0.00%+36,292+57.9%Added
Alliancebernstein L.P.95,791$503.9K0.00%+30,151+45.9%Added
Price T Rowe Associates Inc92,213$486.0K0.00%+9,058+10.9%Added
Lido Advisors, LLC90,810$477.7K0.00%+279+0.3%Added
American Century Companies Inc90,343$475.2K0.00%+13,688+17.9%Added
Balyasny Asset Management LLC89,070$468.5K0.00%+89,070New
XTX Topco Ltd87,879$462.2K0.04%+66,401+309.2%Added
Jacobs Levy Equity Management, Inc79,322$417.2K0.00%−1,105,617−93.3%Reduced
STRS Ohio73,900$388.7K0.00%+73,900New
Massachusetts Financial Services Co71,403$375.6K0.00%+2,396+3.5%Added
Russell Investments Group, Ltd.70,794$372.4K0.00%−126,196−64.1%Reduced
Dynamic Technology Lab Private Ltd69,035$364.0K0.04%+45,584+194.4%Added
CWM Advisors, LLC66,253$348.5K0.04%+851+1.3%Added
Koesten, Hirschmann & Crabtree, INC.54,099$294.3K0.19%00.0%Unchanged
Creative Planning55,166$290.2K0.00%+33,548+155.2%Added
HSBC Holdings PLC53,065$281.8K0.00%+40,653+327.5%Added
EntryPoint Capital, LLC51,556$271.2K0.13%+51,556New
Vident Advisory, LLC51,387$270.3K0.01%+8,127+18.8%Added
Voya Investment Management LLC48,917$257.3K0.00%+23,496+92.4%Added
Quantbot Technologies LP48,836$256.9K0.01%+25,555+109.8%Added
HB Wealth Management, LLC45,208$237.8K0.00%−140−0.3%Reduced
Graham Capital Management, L.P.44,667$234.9K0.01%+44,667New
MetLife Investment Management44,230$232.7K0.00%+4,702+11.9%Added
Corebridge Financial, Inc.42,369$222.9K0.00%+42,369New
Weiss Asset Management LP41,180$216.6K0.01%+41,180New
Assenagon Asset Management S.A.40,248$211.7K0.00%+40,248New
UBS Group AG39,732$209.0K0.00%−25,205−38.8%Reduced
Mirae Asset Global ETFs Holdings Ltd.39,048$205.4K0.00%+39,048New
Wells Fargo & Company38,998$205.1K0.00%+1,551+4.1%Added
Legal & General Group Plc38,622$203.0K0.00%−170,528−81.5%Reduced
Guggenheim Capital LLC33,482$176.1K0.00%−22,442−40.1%Reduced
Two Sigma Securities, LLC33,096$174.1K0.01%+33,096New
Warren Averett Asset Management, LLC32,305$169.9K0.00%−90−0.3%Reduced
Deutsche Bank AG31,810$167.3K0.00%−8,638−21.4%Reduced
DRW Securities, LLC31,659$166.5K0.01%+31,659New
Manufacturers Life Insurance Company, The31,315$164.7K0.00%−156−0.5%Reduced
Laurion Capital Management LP30,592$160.9K0.01%+30,592New
Versor Investments LP30,300$159.4K0.03%+8,100+36.5%Added
Everence Capital Management Inc33,940$149.0K0.01%00.0%Unchanged
Diametric Capital, LP26,551$139.7K0.08%+6,635+33.3%Added
Woodline Partners LP24,509$128.9K0.00%−42,569−63.5%Reduced