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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, Q3 2025

Institutional positions in ADTRAN Holdings, Inc. as of Sep 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
221
+28 vs. Q2 2025
Shares held
67.5M
+8.21M (+13.8%) vs. Q2 2025
Total value
$632.2M
+$100.3M (+18.8%) vs. Q2 2025
New holders
46
84 more added
Sold out
18
58 more reduced

1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2025: 221 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 heldQ3 2025: $632.2M
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, Q3 2025

Shares, value and share of portfolio for each institution holding ADTRAN Holdings, Inc.; share changes are against Q2 2025.

Institutions holding ADTN in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Advisors Asset Management, Inc.496$4.65K0.00%−134−21.3%Reduced
Johnson Financial Group, Inc.296$2.78K0.00%+296New
Harbor Asset Planning, Inc.290$2.72K0.00%00.0%Unchanged
Global Retirement Partners, LLC262$2.46K0.00%00.0%Unchanged
Parallel Advisors, LLC228$2.14K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC210$1.97K0.00%−738−77.8%Reduced
Rothschild Investment LLC205$1.92K0.00%−55−21.2%Reduced
Sterling Capital Management LLC180$1.69K0.00%00.0%Unchanged
Jones Financial Companies LLLP151$1.40K0.00%00.0%Unchanged
Private Wealth Management Group, LLC108$1.01K0.00%00.0%Unchanged
Essential Partners LLC94$8820.00%+67+248.1%Added
Rockefeller Capital Management L.P.62$5820.00%+62New
Ronald Blue Trust, Inc.60$5630.00%+60New
Allworth Financial LP41$3850.00%+41New
Assetmark, Inc34$3190.00%00.0%Unchanged
Clearstead Advisors, LLC30$2820.00%+29+2,900.0%Added
Farther Finance Advisors, LLC17$1590.00%+17New
SBI Securities Co., Ltd.12$1130.00%00.0%Unchanged
Huntington National Bank2$300.00%00.0%Unchanged
IFP Advisors, Inc3$280.00%+3Added
Colony Group, LLC109,183––+109,183New
SG Capital Management LLC0$00.00%−847,417−100.0%Sold out
Walleye Capital LLC0$00.00%−238,963−100.0%Sold out
Lazard Asset Management LLC0$00.00%−176,300−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−115,800−100.0%Sold out
Jacobs Levy Equity Management, Inc0$00.00%−73,103−100.0%Sold out
Gotham Asset Management, LLC0$00.00%−52,018−100.0%Sold out
Nebula Research & Development LLC0$00.00%−35,307−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−30,577−100.0%Sold out
Magnetar Financial LLC0$00.00%−26,134−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−12,707−100.0%Sold out
Petrus Trust Company, LTA0$00.00%−11,855−100.0%Sold out
Eqis Capital Management, Inc.0$00.00%−11,101−100.0%Sold out
Park Avenue Securities LLC0$00.00%−10,130−100.0%Sold out
Cape Investment Advisory, Inc.0$00.00%−3,000−100.0%Sold out
BNP PARIBAS ASSET MANAGEMENT Holding S.A.0$00.00%−615−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−60−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−46−100.0%Sold out
Larson Financial Group LLC0$00.00%−3−100.0%Sold out
Norges Bank––––Not filed