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 |
|---|---|---|---|---|---|
| Nebula Research & Development LLC | 43,267 | $377.3K | 0.03% | −8,621−16.6% | Reduced |
| MetLife Investment Management | 45,839 | $399.7K | 0.00% | −999−2.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 46,026 | $401.0K | 0.06% | +22,726+97.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 46,767 | $407.8K | 0.00% | +1,946+4.3% | Added |
| Intech Investment Management LLC | 47,051 | $410.3K | 0.00% | +22,013+87.9% | Added |
| Legato Capital Management LLC | 48,080 | $419.3K | 0.06% | +48,080 | New |
| Fuller & Thaler Asset Management, Inc. | 51,370 | $447.9K | 0.00% | −14,001−21.4% | Reduced |
| Wells Fargo & Company | 52,643 | $459.0K | 0.00% | +1,178+2.3% | Added |
| Creative Planning | 60,350 | $526.3K | 0.00% | +513+0.9% | Added |
| Boothbay Fund Management, LLC | 60,669 | $529.0K | 0.02% | +26,910+79.7% | Added |
| Fox Run Management, L.L.C. | 60,819 | $530.3K | 0.08% | +60,819 | New |
| STRS Ohio | 64,200 | $559.8K | 0.00% | −12,200−16.0% | Reduced |
| Teacher Retirement System of Texas | 65,406 | $570.3K | 0.00% | +65,406 | New |
| Massachusetts Financial Services Co | 66,183 | $577.1K | 0.00% | −1,510−2.2% | Reduced |
| Engineers Gate Manager LP | 66,836 | $582.8K | 0.01% | +48,484+264.2% | Added |
| Deutsche Bank AG | 67,250 | $586.4K | 0.00% | −5,929−8.1% | Reduced |
| BNP Paribas Arbitrage, SA | 68,889 | $600.7K | 0.00% | +20,959+43.7% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 70,448 | $614.3K | 0.35% | +16,349+30.2% | Added |
| California State Teachers Retirement System | 72,292 | $630.4K | 0.00% | +66,463+1,140.2% | Added |
| Russell Investments Group, Ltd. | 75,162 | $655.4K | 0.00% | +54,125+257.3% | Added |
| Two Sigma Investments, LP | 75,202 | $655.8K | 0.00% | −21,766−22.4% | Reduced |
| UBS Asset Management Americas Inc | 75,369 | $657.2K | 0.00% | +75,369 | New |
| Mackenzie Financial Corp | 75,655 | $659.7K | 0.00% | +75,655 | New |
| Graham Capital Management, L.P. | 78,652 | $685.8K | 0.02% | +21,863+38.5% | Added |
| Schonfeld Strategic Advisors LLC | 79,775 | $695.6K | 0.00% | −1,471,325−94.9% | Reduced |
| Paradigm Capital Management Inc | 80,000 | $697.6K | 0.04% | −2,339,600−96.7% | Reduced |
| Concurrent Investment Advisors, LLC | 83,864 | $731.3K | 0.02% | +83,864 | New |
| Verition Fund Management LLC | 85,526 | $745.8K | 0.00% | +39,099+84.2% | Added |
| Lido Advisors, LLC | 90,810 | $791.9K | 0.00% | −10.0% | Reduced |
| Caxton Associates LLP | 92,393 | $805.7K | 0.03% | +92,393 | New |
| Susquehanna Advisors Group, Inc. | 97,648 | $851.5K | 0.05% | 00.0% | Unchanged |
| Legal & General Group Plc | 99,659 | $869.0K | 0.00% | +92,706+1,333.3% | Added |
| Price T Rowe Associates Inc | 101,335 | $884.0K | 0.00% | +2,349+2.4% | Added |
| Victory Capital Management Inc | 103,800 | $905.1K | 0.00% | −17,700−14.6% | Reduced |
| Man Group plc | 107,694 | $939.1K | 0.00% | +41,882+63.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 115,800 | $1.01M | 0.00% | +115,800 | New |
| Assenagon Asset Management S.A. | 117,816 | $1.03M | 0.00% | −807,494−87.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 120,418 | $1.05M | 0.01% | −99,983−45.4% | Reduced |
| Millennium Management LLC | 121,262 | $1.06M | 0.00% | −943,327−88.6% | Reduced |
| UBS Group AG | 121,408 | $1.06M | 0.00% | −171,321−58.5% | Reduced |
| Rhumbline Advisers | 122,047 | $1.06M | 0.00% | −2,241−1.8% | Reduced |
| Quantbot Technologies LP | 127,589 | $1.11M | 0.04% | +112,644+753.7% | Added |
| Susquehanna Fundamental Investments, LLC | 142,097 | $1.24M | 0.02% | +22,389+18.7% | Added |
| Swiss National Bank | 146,000 | $1.27M | 0.00% | +146,000 | New |
| Jacobs Levy Equity Management, Inc | 149,902 | $1.31M | 0.01% | +149,902 | New |
| Numerai GP LLC | 154,144 | $1.34M | 0.25% | −76,629−33.2% | Reduced |
| Citigroup Inc | 156,619 | $1.37M | 0.00% | +87,998+128.2% | Added |
| Algert Global LLC | 157,650 | $1.37M | 0.03% | +136,150+633.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 167,590 | $1.46M | 0.01% | +126,783+310.7% | Added |
| Voloridge Investment Management, LLC | 187,262 | $1.63M | 0.01% | +187,262 | New |
| Alliancebernstein L.P. | 187,352 | $1.63M | 0.00% | +105,306+128.3% | Added |
| Susquehanna International Group, LLP | 195,572 | $1.71M | 0.00% | −158,433−44.8% | Reduced |
| Herald Investment Management Ltd | 200,000 | $1.74M | 0.33% | −100,000−33.3% | Reduced |
| ExodusPoint Capital Management, LP | 200,014 | $1.74M | 0.02% | +165,376+477.4% | Added |
| Jane Street Group, LLC | 200,993 | $1.75M | 0.00% | −290,257−59.1% | Reduced |
| American Century Companies Inc | 201,491 | $1.76M | 0.00% | +29,391+17.1% | Added |
| SummitTX Capital, L.P. | 204,474 | $1.78M | 0.08% | +204,474 | New |
| Lisanti Capital Growth, LLC | 215,555 | $1.88M | 0.56% | +215,555 | New |
| D. E. Shaw & Co., Inc. | 221,968 | $1.94M | 0.00% | −9,396−4.1% | Reduced |
| White Pine Capital LLC | 226,960 | $1.98M | 0.69% | −53,649−19.1% | Reduced |
| Nuveen, LLC | 228,200 | $1.99M | 0.00% | +228,200 | New |
| Counterpoint Mutual Funds LLC | 231,684 | $2.02M | 0.29% | +231,684 | New |
| SG Americas Securities, LLC | 233,837 | $2.04M | 0.01% | +198,413+560.1% | Added |
| Ameriprise Financial Inc | 271,938 | $2.37M | 0.00% | −36,489−11.8% | Reduced |
| Citadel Advisors LLC | 284,586 | $2.48M | 0.00% | −157,270−35.6% | Reduced |
| Qube Research & Technologies Ltd | 325,870 | $2.84M | 0.00% | +226,298+227.3% | Added |
| AQR Capital Management LLC | 348,478 | $3.04M | 0.00% | +249,954+253.7% | Added |
| Goldman Sachs Group Inc | 372,911 | $3.25M | 0.00% | −8,394−2.2% | Reduced |
| Raymond James Financial Inc | 380,898 | $3.32M | 0.00% | +123,307+47.9% | Added |
| Hillsdale Investment Management Inc. | 386,100 | $3.37M | 0.17% | +386,100 | New |
| Trexquant Investment LP | 393,496 | $3.43M | 0.04% | +106,641+37.2% | Added |
| Squarepoint Ops LLC | 403,398 | $3.52M | 0.01% | +15,454+4.0% | Added |
| Arrowstreet Capital, Limited Partnership | 426,167 | $3.72M | 0.00% | −305,578−41.8% | Reduced |
| Marshall Wace, LLP | 433,924 | $3.78M | 0.01% | +49,881+13.0% | Added |
| Apis Capital Advisors, LLC | 435,000 | $3.79M | 1.83% | +435,000 | New |
| Nierenberg Investment Management Company, Inc. | 435,110 | $3.79M | 2.22% | +92,000+26.8% | Added |
| Dimensional Fund Advisors LP | 442,004 | $3.86M | 0.00% | −181,931−29.2% | Reduced |
| Alyeska Investment Group, L.P. | 445,264 | $3.88M | 0.02% | +445,264 | New |
| Cubist Systematic Strategies, LLC | 449,058 | $3.92M | 0.05% | +274,510+157.3% | Added |
| Barclays PLC | 457,933 | $3.99M | 0.00% | +186,119+68.5% | Added |
| Tudor Investment Corp Et Al | 479,168 | $4.18M | 0.04% | +200,679+72.1% | Added |
| 1492 Capital Management LLC | 480,248 | $4.19M | 2.26% | +116,192+31.9% | Added |
| Bank of America Corp | 507,043 | $4.42M | 0.00% | −126,970−20.0% | Reduced |
| Stifel Financial Corp | 513,917 | $4.48M | 0.00% | +496,918+2,923.2% | Added |
| JPMorgan Chase & Co | 596,647 | $5.20M | 0.00% | −267,160−30.9% | Reduced |
| Kovack Advisors, Inc. | 691,250 | $6.03M | 0.64% | −108,700−13.6% | Reduced |
| Charles Schwab Investment Management Inc | 704,272 | $6.14M | 0.00% | −52,626−7.0% | Reduced |
| Northern Trust Corp | 744,415 | $6.49M | 0.00% | +62,537+9.2% | Added |
| Federated Hermes, Inc. | 762,519 | $6.65M | 0.01% | −16,779−2.2% | Reduced |
| Bank of New York Mellon Corp | 802,623 | $7.00M | 0.00% | −5,605−0.7% | Reduced |
| Renaissance Technologies LLC | 818,129 | $7.13M | 0.01% | +489,889+149.2% | Added |
| Westerly Capital Management, LLC | 835,000 | $7.28M | 3.49% | −95,000−10.2% | Reduced |
| Tieton Capital Management, LLC | 960,739 | $8.38M | 3.83% | −231,270−19.4% | Reduced |
| Morgan Stanley | 1,042,729 | $9.09M | 0.00% | −142,444−12.0% | Reduced |
| Needham Investment Management LLC | 1,120,000 | $9.77M | 0.92% | −125,000−10.0% | Reduced |
| First Eagle Investment Management, LLC | 1,144,107 | $9.98M | 0.02% | −102,700−8.2% | Reduced |
| Invesco Ltd. | 1,183,180 | $10.3M | 0.00% | +905,056+325.4% | Added |
| Royce & Associates LP | 1,406,500 | $12.3M | 0.13% | +919,000+188.5% | Added |
| Geode Capital Management, LLC | 1,826,262 | $15.9M | 0.00% | +25,783+1.4% | Added |
| State Street Corp | 1,916,462 | $16.7M | 0.00% | +164,669+9.4% | Added |