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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
Barclays PLC103,861$546.3K0.00%+416+0.4%Added
Point72 Asia (Singapore) Pte. Ltd.108,185$569.1K0.12%+108,185New
JPMorgan Chase & Co111,436$586.2K0.00%−145,410−56.6%Reduced
Tudor Investment Corp Et Al112,278$590.6K0.01%−102,549−47.7%Reduced
Siemens Fonds Invest GmbH119,654$629.4K0.05%00.0%Unchanged
Y-Intercept (Hong Kong) Ltd119,930$630.8K0.03%+119,930New
Sherbrooke Park Advisers LLC120,508$633.9K0.11%+82,210+214.7%Added
Nebula Research & Development LLC124,018$652.3K0.11%+72,600+141.2%Added
Rhumbline Advisers125,464$659.9K0.00%−110,811−46.9%Reduced
Cubist Systematic Strategies, LLC129,491$681.1K0.01%+129,491New
White Pine Capital LLC131,948$694.0K0.26%+106,097+410.4%Added
Brevan Howard Capital Management LP135,172$711.0K0.05%+135,172New
Boothbay Fund Management, LLC143,214$753.3K0.02%+131,769+1,151.3%Added
Verition Fund Management LLC181,284$953.6K0.01%+115,575+175.9%Added
Two Sigma Investments, LP190,520$1.00M0.00%−11,556−5.7%Reduced
Skandinaviska Enskilda Banken AB (publ)204,261$1.07M0.01%+36,371+21.7%Added
Numerai GP LLC210,848$1.11M0.40%+122,334+138.2%Added
Qube Research & Technologies Ltd223,455$1.18M0.00%+180,785+423.7%Added
Nuveen Asset Management, LLC228,200$1.20M0.00%−117,014−33.9%Reduced
Jump Financial, LLC236,338$1.24M0.03%+126,138+114.5%Added
Amundi243,842$1.25M0.00%−17,782−6.8%Reduced
Gsa Capital Partners LLP246,513$1.30M0.09%+165,134+202.9%Added
Invesco Ltd.260,361$1.37M0.00%−831,416−76.2%Reduced
Dimensional Fund Advisors LP279,915$1.47M0.00%+3,638+1.3%Added
Trexquant Investment LP294,525$1.55M0.02%+294,525New
D. E. Shaw & Co., Inc.320,307$1.68M0.00%+2,269+0.7%Added
Squarepoint Ops LLC327,148$1.72M0.01%+286,307+701.0%Added
Keeley-Teton Advisors, LLC361,277$1.90M0.24%−9,694−2.6%Reduced
Ameriprise Financial Inc387,068$2.04M0.00%−471,913−54.9%Reduced
Herald Investment Management Ltd400,000$2.10M0.34%00.0%Unchanged
HRT Financial LP401,556$2.11M0.01%+117,712+41.5%Added
Goldman Sachs Group Inc415,556$2.19M0.00%+230,399+124.4%Added
Marshall Wace, LLP444,198$2.34M0.00%+432,372+3,656.1%Added
Susquehanna International Group, LLP527,889$2.78M0.00%+374,156+243.4%Added
Alyeska Investment Group, L.P.570,066$3.00M0.02%+570,066New
Westerly Capital Management, LLC575,000$3.02M1.64%+575,000New
Bank of America Corp619,974$3.26M0.00%−70,365−10.2%Reduced
Kovack Advisors, Inc.643,950$3.39M0.37%+82,600+14.7%Added
Northern Trust Corp663,204$3.49M0.00%−118,212−15.1%Reduced
Renaissance Technologies LLC680,340$3.58M0.01%+142,100+26.4%Added
First Eagle Investment Management, LLC681,807$3.59M0.01%+275,500+67.8%Added
Jane Street Group, LLC865,927$4.55M0.00%+747,077+628.6%Added
Federated Hermes, Inc.891,710$4.69M0.01%−918,979−50.8%Reduced
Bank of New York Mellon Corp894,626$4.71M0.00%−349,652−28.1%Reduced
Tieton Capital Management, LLC967,884$5.09M2.83%+1,515+0.2%Added
Charles Schwab Investment Management Inc1,016,458$5.35M0.00%−123,804−10.9%Reduced
Needham Investment Management LLC1,410,000$7.42M0.61%+245,000+21.0%Added
Millennium Management LLC1,549,621$8.15M0.01%+1,532,257+8,824.3%Added
State Street Corp1,719,360$9.04M0.00%−1,286,042−42.8%Reduced
Citadel Advisors LLC1,737,509$9.14M0.01%+1,151,639+196.6%Added
Geode Capital Management, LLC1,746,152$9.19M0.00%+27,085+1.6%Added
Morgan Stanley2,135,321$11.2M0.00%+817,196+62.0%Added
Paradigm Capital Management Inc2,447,100$12.9M0.59%+1,551,000+173.1%Added
William Blair Investment Management, LLC4,437,187$23.3M0.06%−18,880−0.4%Reduced
DnB Asset Management AS4,631,848$24.4M0.12%+1,159,809+33.4%Added
Divisar Capital Management LLC5,740,461$30.2M5.72%+1,146,774+25.0%Added
Vanguard Group Inc6,062,697$31.9M0.00%−490,486−7.5%Reduced
BlackRock Inc.6,603,046$34.7M0.00%−5,906,703−47.2%Reduced
Janus Henderson Group PLC0$00.00%−1,046,234−100.0%Sold out
Principal Financial Group Inc0$00.00%−368,665−100.0%Sold out
Swiss National Bank0$00.00%−147,278−100.0%Sold out
Public Sector Pension Investment Board0$00.00%−146,982−100.0%Sold out
Winton Group Ltd0$00.00%−143,940−100.0%Sold out
New York State Teachers Retirement System0$00.00%−113,292−100.0%Sold out
Mirae Asset Global Investments Co., Ltd.0$00.00%−33,615−100.0%Sold out
UBS Asset Management Americas Inc0$00.00%−82,597−100.0%Sold out
Prudential Financial Inc0$00.00%−80,373−100.0%Sold out
Thrivent Financial for Lutherans0$00.00%−61,446−100.0%Sold out
Texas Permanent School Fund0$00.00%−61,370−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−47,000−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−45,820−100.0%Sold out
State of Alaska, Department of Revenue0$00.00%−43,148−100.0%Sold out
American International Group, Inc.0$00.00%−41,755−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−35,600−100.0%Sold out
Louisiana State Employees Retirement System0$00.00%−35,100−100.0%Sold out
Cresset Asset Management, LLC0$00.00%−33,367−100.0%Sold out
Yousif Capital Management, LLC0$00.00%−32,188−100.0%Sold out
Raymond James & Associates0$00.00%−31,815−100.0%Sold out
Inceptionr LLC0$00.00%−20,819−100.0%Sold out
Arizona State Retirement System0$00.00%−20,547−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−20,300−100.0%Sold out
Cerity Partners LLC0$00.00%−20,062−100.0%Sold out
Oregon Public Employees Retirement Fund0$00.00%−18,957−100.0%Sold out
Centiva Capital, LP0$00.00%−17,698−100.0%Sold out
PEAK6 Investments LLC0$00.00%−17,646−100.0%Sold out
Commonwealth of Pennsylvania Public School Empls Retrmt Sys0$00.00%−15,296−100.0%Sold out
Victory Capital Management Inc0$00.00%−13,522−100.0%Sold out
Mutual of America Capital Management LLC0$00.00%−12,202−100.0%Sold out
Vantage Consulting Group Inc0$00.00%−11,509−100.0%Sold out
Zurcher Kantonalbank (Zurich Cantonalbank)0$00.00%−10,441−100.0%Sold out
NJ State Employees Deferred Compensation Plan0$00.00%−10,000−100.0%Sold out
Walleye Capital LLC0$00.00%−4,868−100.0%Sold out
Optiver Holding B.V.0$00.00%−4,697−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−3,056−100.0%Sold out
Bessemer Group Inc0$00.00%−508−100.0%Sold out
EverSource Wealth Advisors, LLC0$00.00%−543−100.0%Sold out
Allworth Financial LP0$00.00%−399−100.0%Sold out
Versant Capital Management, Inc0$00.00%−179−100.0%Sold out
Prestige Wealth Management Group LLC0$00.00%−138−100.0%Sold out
Farmers & Merchants Investments Inc0$00.00%−50−100.0%Sold out