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, Q1 2025
Institutional positions in ADTRAN Holdings, Inc. as of Mar 31, 2025. 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
- 205
- +49 vs. Q4 2024
- Shares held
- 58.8M
- −2.56M (−4.2%) vs. Q4 2024
- Total value
- $512.3M
- +$1.57M (+0.3%) vs. Q4 2024
- New holders
- 66
- 60 more added
- Sold out
- 17
- 59 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding ADTRAN Holdings, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 2 | $17 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2 | $30 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 12 | $105 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 36 | $314 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 39 | $340 | 0.00% | +39 | New |
| Stephens Consulting, LLC | 40 | $349 | 0.00% | +40 | New |
| Skopos Labs, Inc. | 86 | $750 | 0.00% | +86 | New |
| Private Wealth Management Group, LLC | 108 | $942 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 120 | $1.05K | 0.00% | +120 | New |
| SRS Capital Advisors, Inc. | 120 | $1.05K | 0.00% | +120 | New |
| UMA Financial Services, Inc. | 123 | $1.07K | 0.00% | +123 | New |
| Aster Capital Management (DIFC) Ltd | 113 | $1.19K | 0.00% | +113 | New |
| True Wealth Design, LLC | 140 | $1.22K | 0.00% | +28+25.0% | Added |
| Jones Financial Companies LLLP | 151 | $1.34K | 0.00% | +151 | New |
| Lindbrook Capital, LLC | 188 | $1.64K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 255 | $2.22K | 0.00% | +55+27.5% | Added |
| Parallel Advisors, LLC | 275 | $2.40K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 288 | $2.51K | 0.00% | +288 | New |
| EverSource Wealth Advisors, LLC | 349 | $3.04K | 0.00% | +312+843.2% | Added |
| Nisa Investment Advisors, LLC | 363 | $3.17K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 622 | $5.42K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 649 | $5.66K | 0.00% | −5−0.8% | Reduced |
| Harbour Investments, Inc. | 800 | $6.98K | 0.00% | +800 | New |
| Smartleaf Asset Management LLC | 931 | $8.29K | 0.00% | −701−43.0% | Reduced |
| Coldstream Capital Management Inc | 1,088 | $9.49K | 0.00% | +1,088 | New |
| Signaturefd, LLC | 1,099 | $9.58K | 0.00% | −164−13.0% | Reduced |
| Comerica Bank | 1,153 | $10.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,174 | $10.2K | 0.00% | +77+7.0% | Added |
| Steward Partners Investment Advisory, LLC | 1,348 | $11.8K | 0.00% | +1,348 | New |
| Sterling Capital Management LLC | 1,359 | $11.8K | 0.00% | −1,164−46.1% | Reduced |
| Umb Bank N A | 2,200 | $19.2K | 0.00% | +2,200 | New |
| US Bancorp | 2,322 | $20.2K | 0.00% | +148+6.8% | Added |
| St Germain D J Co Inc | 2,500 | $21.8K | 0.00% | +2,500 | New |
| Amalgamated Bank | 2,710 | $24.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,892 | $25.2K | 0.00% | −356−11.0% | Reduced |
| GAMMA Investing LLC | 3,137 | $27.4K | 0.00% | −36−1.1% | Reduced |
| FMR LLC | 4,487 | $39.1K | 0.00% | +1,391+44.9% | Added |
| Walleye Capital LLC | 4,751 | $41.4K | 0.00% | +4,751 | New |
| Covestor Ltd | 6,232 | $54.0K | 0.04% | +6,222+62,220.0% | Added |
| FNY Investment Advisers, LLC | 7,500 | $65.0K | 0.04% | +7,500 | New |
| Ameritas Investment Partners, Inc. | 7,756 | $67.6K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 8,950 | $78.0K | 0.00% | +2,260+33.8% | Added |
| Point72 (DIFC) Ltd | 9,145 | $79.7K | 0.01% | +6,926+312.1% | Added |
| Royal Bank of Canada | 9,296 | $81.0K | 0.00% | −1,247−11.8% | Reduced |
| Kestra Advisory Services, LLC | 10,207 | $89.0K | 0.00% | +10,207 | New |
| Ballentine Partners, LLC | 10,771 | $93.9K | 0.00% | +10,771 | New |
| Mariner, LLC | 10,887 | $94.9K | 0.00% | +10,887 | New |
| Public Employees Retirement Association of Colorado | 11,333 | $99.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 11,936 | $104.1K | 0.00% | +9,598+410.5% | Added |
| Financial Engines Advisors L.L.C. | 12,200 | $106.4K | 0.00% | +12,200 | New |
| Eqis Capital Management, Inc. | 12,771 | $111.4K | 0.01% | −1,840−12.6% | Reduced |
| Landscape Capital Management, L.L.C. | 12,881 | $112.3K | 0.01% | +12,881 | New |
| CWM, LLC | 13,360 | $116.0K | 0.00% | +8,214+159.6% | Added |
| XTX Topco Ltd | 13,402 | $116.9K | 0.01% | −42,715−76.1% | Reduced |
| Cinctive Capital Management LP | 13,522 | $117.9K | 0.01% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 13,650 | $119.0K | 0.05% | +13,650 | New |
| Martingale Asset Management L P | 14,060 | $122.6K | 0.00% | +14,060 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,186 | $123.7K | 0.00% | +14,186 | New |
| KLP Kapitalforvaltning AS | 14,600 | $127.3K | 0.00% | +14,600 | New |
| Bank of Montreal | 14,707 | $128.2K | 0.00% | +14,707 | New |
| Advisor Group Holdings, Inc. | 15,077 | $131.4K | 0.00% | +15,077 | New |
| Pictet Asset Management Holding SA | 15,108 | $131.7K | 0.00% | +15,108 | New |
| Cerity Partners LLC | 15,705 | $136.9K | 0.00% | +15,705 | New |
| Walleye Trading LLC | 16,000 | $139.5K | 0.00% | 00.0% | Unchanged |
| Scotia Capital Inc. | 16,125 | $140.6K | 0.00% | +16,125 | New |
| Police & Firemen's Retirement System of New Jersey | 16,314 | $142.3K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 17,048 | $148.7K | 0.00% | −5,132−23.1% | Reduced |
| LPL Financial LLC | 17,304 | $150.9K | 0.00% | +17,304 | New |
| Harvest Investment Services, LLC | 17,307 | $150.9K | 0.04% | +17,307 | New |
| CIBC World Markets Corp | 17,475 | $152.4K | 0.00% | +17,475 | New |
| We Are One Seven, LLC | 17,509 | $152.7K | 0.01% | +17,509 | New |
| Thompson Davis & Co., Inc. | 18,675 | $162.8K | 0.13% | +18,675 | New |
| Gotham Asset Management, LLC | 19,241 | $167.8K | 0.00% | +19,241 | New |
| Arizona State Retirement System | 21,590 | $188.3K | 0.00% | +21,590 | New |
| New York State Common Retirement Fund | 21,858 | $190.6K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 22,299 | $194.4K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 23,801 | $207.5K | 0.05% | −22,008−48.0% | Reduced |
| Ieq Capital, LLC | 23,919 | $208.6K | 0.00% | +23,919 | New |
| Franklin Resources Inc | 25,867 | $225.6K | 0.00% | +25,867 | New |
| Quest Partners LLC | 26,243 | $228.8K | 0.02% | −2,754−9.5% | Reduced |
| Jain Global LLC | 27,175 | $237.0K | 0.00% | +27,175 | New |
| Quantinno Capital Management LP | 27,683 | $241.4K | 0.00% | +6,503+30.7% | Added |
| Point72 Asset Management, L.P. | 27,800 | $242.4K | 0.00% | +27,800 | New |
| Manufacturers Life Insurance Company, The | 28,192 | $245.8K | 0.00% | −766−2.6% | Reduced |
| Worth Venture Partners, LLC | 29,217 | $254.8K | 0.48% | 00.0% | Unchanged |
| HRT Financial LP | 30,395 | $265.0K | 0.00% | −75,637−71.3% | Reduced |
| Petrus Trust Company, LTA | 31,381 | $273.6K | 0.03% | +31,381 | New |
| Warren Averett Asset Management, LLC | 31,583 | $275.4K | 0.00% | +50+0.2% | Added |
| Aigen Investment Management, LP | 31,603 | $275.6K | 0.04% | +31,603 | New |
| Polymer Capital Management (US) LLC | 32,051 | $279.5K | 0.08% | +32,051 | New |
| Janus Henderson Group PLC | 32,900 | $293.0K | 0.00% | +32,900 | New |
| Granahan Investment Management Inc | 36,093 | $314.7K | 0.02% | +36,093 | New |
| Quadrant Capital Group LLC | 36,428 | $317.7K | 0.01% | +32,494+826.0% | Added |
| State of Wisconsin Investment Board | 37,063 | $323.2K | 0.00% | +37,063 | New |
| HSBC Holdings PLC | 38,181 | $328.7K | 0.00% | +23,500+160.1% | Added |
| Corebridge Financial, Inc. | 38,582 | $336.4K | 0.00% | −571−1.5% | Reduced |
| Campbell Capital Management Inc | 39,600 | $345.3K | 0.20% | +39,600 | New |
| Gsa Capital Partners LLP | 39,692 | $346.0K | 0.03% | −179,925−81.9% | Reduced |
| CWM Advisors, LLC | 39,845 | $347.4K | 0.04% | −8,616−17.8% | Reduced |
| Voya Investment Management LLC | 40,683 | $354.8K | 0.00% | −6,005−12.9% | Reduced |