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 2025
Institutional positions in ADTRAN Holdings, Inc. as of Jun 30, 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
- 194
- −10 vs. Q1 2025
- Shares held
- 59.5M
- +743.3K (+1.3%) vs. Q1 2025
- Total value
- $533.7M
- +$21.4M (+4.2%) vs. Q1 2025
- New holders
- 28
- 66 more added
- Sold out
- 38
- 74 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding ADTRAN Holdings, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 1 | $9 | 0.00% | +1 | New |
| Larson Financial Group LLC | 3 | $27 | 0.00% | −33−91.7% | Reduced |
| Huntington National Bank | 2 | $30 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 12 | $108 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 27 | $242 | 0.00% | +27 | New |
| Assetmark, Inc | 34 | $305 | 0.00% | +34 | New |
| Caitong International Asset Management Co., Ltd | 46 | $413 | 0.00% | +7+17.9% | Added |
| Twin Peaks Wealth Advisors, LLC | 60 | $546 | 0.00% | +60 | New |
| Private Wealth Management Group, LLC | 108 | $969 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 151 | $1.34K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 180 | $1.61K | 0.00% | −1,179−86.8% | Reduced |
| Parallel Advisors, LLC | 228 | $2.04K | 0.00% | −47−17.1% | Reduced |
| Rothschild Investment LLC | 260 | $2.33K | 0.00% | +5+2.0% | Added |
| Global Retirement Partners, LLC | 262 | $2.35K | 0.00% | +262 | New |
| Harbor Asset Planning, Inc. | 290 | $2.60K | 0.00% | +290 | New |
| Smartleaf Asset Management LLC | 364 | $3.23K | 0.00% | −567−60.9% | Reduced |
| IFP Advisors, Inc | 0 | $3.42K | 0.00% | −2−100.0% | Reduced |
| EverSource Wealth Advisors, LLC | 507 | $4.55K | 0.00% | +158+45.3% | Added |
| True Wealth Design, LLC | 580 | $5.20K | 0.00% | +440+314.3% | Added |
| Advisors Asset Management, Inc. | 630 | $5.65K | 0.00% | −19−2.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 615 | $6.00K | 0.00% | +615 | New |
| Steward Partners Investment Advisory, LLC | 948 | $8.50K | 0.00% | −400−29.7% | Reduced |
| The PNC Financial Services Group, Inc. | 1,150 | $10.3K | 0.00% | −24−2.0% | Reduced |
| Comerica Bank | 1,153 | $10.3K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,208 | $10.8K | 0.00% | +845+232.8% | Added |
| Signaturefd, LLC | 1,445 | $13.0K | 0.00% | +346+31.5% | Added |
| US Bancorp | 1,622 | $14.6K | 0.00% | −700−30.1% | Reduced |
| Public Employees Retirement System of Ohio | 1,945 | $17.4K | 0.00% | −9,991−83.7% | Reduced |
| Umb Bank N A | 2,200 | $19.7K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 2,500 | $22.4K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,710 | $24.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,709 | $24.0K | 0.00% | +2,709 | New |
| Versant Capital Management, Inc | 2,723 | $24.4K | 0.00% | +2,101+337.8% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 2,886 | $25.9K | 0.00% | −20,915−87.9% | Reduced |
| Cape Investment Advisory, Inc. | 3,000 | $26.9K | 0.01% | +3,000 | New |
| GAMMA Investing LLC | 3,582 | $32.1K | 0.00% | +445+14.2% | Added |
| FMR LLC | 3,764 | $33.8K | 0.00% | −723−16.1% | Reduced |
| Group One Trading, L.P. | 4,847 | $43.5K | 0.00% | +4,847 | New |
| Royal Bank of Canada | 6,688 | $60.0K | 0.00% | −2,608−28.1% | Reduced |
| Covestor Ltd | 6,769 | $61.0K | 0.04% | +537+8.6% | Added |
| CWM, LLC | 7,065 | $63.0K | 0.00% | −6,295−47.1% | Reduced |
| New York State Teachers Retirement System | 7,192 | $65.0K | 0.00% | +7,192 | New |
| Ameritas Investment Partners, Inc. | 7,756 | $69.6K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 10,130 | $91.0K | 0.00% | +10,130 | New |
| Eqis Capital Management, Inc. | 11,101 | $99.6K | 0.01% | −1,670−13.1% | Reduced |
| Public Employees Retirement Association of Colorado | 11,333 | $102.0K | 0.00% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 11,855 | $106.3K | 0.01% | −19,526−62.2% | Reduced |
| Financial Engines Advisors L.L.C. | 12,200 | $109.4K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 12,583 | $112.9K | 0.01% | −298−2.3% | Reduced |
| Kestra Advisory Services, LLC | 12,707 | $114.0K | 0.00% | +2,500+24.5% | Added |
| Schonfeld Strategic Advisors LLC | 13,314 | $119.4K | 0.00% | −66,461−83.3% | Reduced |
| Cinctive Capital Management LP | 13,522 | $121.3K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,186 | $127.2K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 14,312 | $128.3K | 0.00% | −765−5.1% | Reduced |
| Vident Advisory, LLC | 14,518 | $130.2K | 0.00% | +14,518 | New |
| KLP Kapitalforvaltning AS | 14,600 | $131.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 15,108 | $135.5K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 15,252 | $136.8K | 0.00% | −1,796−10.5% | Reduced |
| Voloridge Investment Management, LLC | 15,667 | $140.5K | 0.00% | −171,595−91.6% | Reduced |
| Walleye Trading LLC | 16,000 | $143.5K | 0.00% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 16,735 | $150.1K | 0.03% | −572−3.3% | Reduced |
| Quest Partners LLC | 18,174 | $163.0K | 0.02% | −8,069−30.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 19,531 | $175.2K | 0.00% | +3,217+19.7% | Added |
| Quantbot Technologies LP | 20,380 | $182.8K | 0.00% | −107,209−84.0% | Reduced |
| Gsa Capital Partners LLP | 20,422 | $183.0K | 0.01% | −19,270−48.5% | Reduced |
| Arizona State Retirement System | 20,990 | $188.3K | 0.00% | −600−2.8% | Reduced |
| New York State Common Retirement Fund | 21,858 | $196.1K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 22,299 | $200.0K | 0.00% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 24,540 | $220.1K | 0.04% | −7,511−23.4% | Reduced |
| XTX Topco Ltd | 24,630 | $220.9K | 0.01% | +11,228+83.8% | Added |
| Two Sigma Advisers, LP | 25,100 | $225.1K | 0.00% | +25,100 | New |
| Magnetar Financial LLC | 26,134 | $234.4K | 0.00% | +26,134 | New |
| Manufacturers Life Insurance Company, The | 27,091 | $243.0K | 0.00% | −1,101−3.9% | Reduced |
| RFG Advisory, LLC | 28,987 | $260.0K | 0.01% | +28,987 | New |
| Arrowstreet Capital, Limited Partnership | 30,577 | $274.3K | 0.00% | −395,590−92.8% | Reduced |
| Warren Averett Asset Management, LLC | 31,590 | $283.4K | 0.00% | +70.0% | Added |
| Integrated Quantitative Investments LLC | 32,311 | $289.8K | 0.09% | +32,311 | New |
| Quantinno Capital Management LP | 32,640 | $292.8K | 0.00% | +4,957+17.9% | Added |
| Janus Henderson Group PLC | 32,900 | $294.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 33,403 | $299.6K | 0.01% | +30,511+1,055.0% | Added |
| Nebula Research & Development LLC | 35,307 | $316.7K | 0.03% | −7,960−18.4% | Reduced |
| Worth Venture Partners, LLC | 36,467 | $327.1K | 0.50% | +7,250+24.8% | Added |
| Quadrant Capital Group LLC | 36,568 | $328.0K | 0.01% | +140+0.4% | Added |
| Engineers Gate Manager LP | 38,297 | $343.5K | 0.00% | −28,539−42.7% | Reduced |
| Counterpoint Mutual Funds LLC | 38,834 | $348.3K | 0.03% | −192,850−83.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 40,745 | $365.5K | 0.00% | −6,022−12.9% | Reduced |
| Citigroup Inc | 40,835 | $366.3K | 0.00% | −115,784−73.9% | Reduced |
| Intech Investment Management LLC | 41,089 | $368.6K | 0.00% | −5,962−12.7% | Reduced |
| State of Wyoming | 41,674 | $373.8K | 0.05% | +41,674 | New |
| LPL Financial LLC | 42,304 | $379.5K | 0.00% | +25,000+144.5% | Added |
| Wells Fargo & Company | 42,903 | $384.8K | 0.00% | −9,740−18.5% | Reduced |
| CWM Advisors, LLC | 43,766 | $392.6K | 0.04% | +3,921+9.8% | Added |
| Point72 Asset Management, L.P. | 43,824 | $393.1K | 0.00% | +16,024+57.6% | Added |
| Stifel Financial Corp | 44,333 | $397.7K | 0.00% | −469,584−91.4% | Reduced |
| MetLife Investment Management | 45,839 | $411.2K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 46,629 | $418.3K | 0.00% | +46,629 | New |
| Versor Investments LP | 46,700 | $418.9K | 0.07% | +46,700 | New |
| Franklin Resources Inc | 51,342 | $460.5K | 0.00% | +25,475+98.5% | Added |
| Gotham Asset Management, LLC | 52,018 | $466.6K | 0.00% | +32,777+170.3% | Added |
| Voya Investment Management LLC | 52,268 | $468.8K | 0.00% | +11,585+28.5% | Added |