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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, Q4 2025

Institutional positions in ADTRAN Holdings, Inc. as of Dec 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
213
−5 vs. Q3 2025
Shares held
70.4M
+3.45M (+5.2%) vs. Q3 2025
Total value
$611.5M
−$15.0M (−2.4%) vs. Q3 2025
New holders
26
71 more added
Sold out
31
82 more reduced

3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 213 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 heldQ4 2025: $611.5M
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, Q4 2025

Shares, value and share of portfolio for each institution holding ADTRAN Holdings, Inc.; share changes are against Q3 2025.

Institutions holding ADTN in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
IFP Advisors, Inc3$260.00%00.0%Unchanged
Huntington National Bank2$300.00%00.0%Unchanged
SRS Capital Advisors, Inc.5$430.00%−1,327−99.6%Reduced
Larson Financial Group LLC8$700.00%+8New
SBI Securities Co., Ltd.13$1130.00%+1+8.3%Added
Farther Finance Advisors, LLC31$2690.00%+14+82.4%Added
Essential Partners LLC32$2780.00%−62−66.0%Reduced
Assetmark, Inc34$2950.00%00.0%Unchanged
Allworth Financial LP39$3390.00%−2−4.9%Reduced
Torren Management, LLC46$4000.00%+46New
MAI Capital Management48$4180.00%+48New
Caitong International Asset Management Co., Ltd85$7390.00%+85New
Private Wealth Management Group, LLC88$7650.00%−20−18.5%Reduced
N.E.W. Advisory Services LLC110$9560.00%+110New
Jones Financial Companies LLLP151$1.31K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC164$1.43K0.00%−46−21.9%Reduced
True Wealth Design, LLC194$1.69K0.00%−386−66.6%Reduced
EverSource Wealth Advisors, LLC200$1.74K0.00%−352−63.8%Reduced
Rothschild Investment LLC210$1.82K0.00%+5+2.4%Added
Parallel Advisors, LLC228$1.98K0.00%00.0%Unchanged
Global Retirement Partners, LLC262$2.28K0.00%00.0%Unchanged
Harbor Asset Planning, Inc.290$2.52K0.00%00.0%Unchanged
Johnson Financial Group, Inc.296$2.57K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.439$3.81K0.00%−13,243−96.8%Reduced
Sterling Capital Management LLC500$4.34K0.00%+320+177.8%Added
The PNC Financial Services Group, Inc.628$5.46K0.00%−427−40.5%Reduced
Smartleaf Asset Management LLC764$6.76K0.00%+2+0.3%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.994$9.00K0.00%+994New
Nisa Investment Advisors, LLC1,208$10.5K0.00%00.0%Unchanged
Comerica Bank1,234$10.7K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC1,400$12.2K0.00%+1,400New
Signaturefd, LLC1,445$12.6K0.00%00.0%Unchanged
US Bancorp1,595$13.9K0.00%−27−1.7%Reduced
Public Employees Retirement System of Ohio1,698$14.8K0.00%+12+0.7%Added
Covestor Ltd1,746$15.0K0.01%−5,550−76.1%Reduced
Amalgamated Bank2,337$20.0K0.00%−373−13.8%Reduced
Versant Capital Management, Inc2,772$24.1K0.00%+49+1.8%Added
GAMMA Investing LLC3,348$29.1K0.00%−214−6.0%Reduced
Group One Trading, L.P.3,549$30.8K0.00%−8,660−70.9%Reduced
State of Alaska, Department of Revenue3,872$33.0K0.00%00.0%Unchanged
Kestra Advisory Services, LLC4,192$36.4K0.00%+4,192New
Tower Research Capital LLC (TRC)4,605$40.0K0.00%−767−14.3%Reduced
St Germain D J Co Inc5,000$43.5K0.00%+2,500+100.0%Added
Ameritas Investment Partners, Inc.6,214$54.0K0.00%00.0%Unchanged
CWM, LLC6,275$55.0K0.00%−1,274−16.9%Reduced
New York State Teachers Retirement System6,721$58.0K0.00%00.0%Unchanged
Freestone Grove Partners LP10,022$87.1K0.00%+10,022New
Quest Partners LLC10,274$89.3K0.00%−8,316−44.7%Reduced
Entropy Technologies, LP10,283$89.4K0.00%−4,957−32.5%Reduced
Polymer Capital Management (US) LLC10,363$90.1K0.01%−26,477−71.9%Reduced
Skaana Management L.P.10,600$92.1K0.05%00.0%Unchanged
Quantbot Technologies LP10,811$93.9K0.00%−115,679−91.5%Reduced
Twinbeech Capital LP11,100$96.5K0.01%+11,100New
Public Employees Retirement Association of Colorado11,333$98.0K0.00%00.0%Unchanged
Landscape Capital Management, L.L.C.11,581$100.6K0.01%00.0%Unchanged
Vident Advisory, LLC11,694$101.6K0.00%+561+5.0%Added
Neuberger Berman Group LLC12,391$107.7K0.00%+12,391New
Stoneridge Investment Partners LLC12,503$109.0K0.08%+1,843+17.3%Added
Jefferies Financial Group Inc.12,800$111.2K0.00%+12,800New
Fox Run Management, L.L.C.12,913$112.2K0.02%+12,913New
LPL Financial LLC13,126$114.1K0.00%−900−6.4%Reduced
Cinctive Capital Management LP13,522$117.5K0.01%00.0%Unchanged
ProShare Advisors LLC13,592$118.1K0.00%+874+6.9%Added
Citigroup Inc13,624$118.4K0.00%−5,843−30.0%Reduced
Centiva Capital, LP13,716$119.2K0.01%+13,716New
Prelude Capital Management, LLC13,719$119.2K0.01%−5,681−29.3%Reduced
KLP Kapitalforvaltning AS14,600$126.9K0.00%00.0%Unchanged
Simplex Trading, LLC14,847$129.0K0.00%−2,593−14.9%Reduced
Harvest Investment Services, LLC15,058$130.9K0.02%−289−1.9%Reduced
Pictet Asset Management Holding SA15,108$131.3K0.00%00.0%Unchanged
State of Wyoming15,203$132.1K0.01%+8,847+139.2%Added
Canada Pension Plan Investment Board15,500$134.7K0.00%−16,200−51.1%Reduced
Walleye Trading LLC16,000$139.0K0.00%−1,191−6.9%Reduced
Stifel Financial Corp18,540$161.1K0.00%−293−1.6%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)18,760$163.0K0.00%+4,574+32.2%Added
RFG Advisory, LLC18,987$165.0K0.00%00.0%Unchanged
Aquatic Capital Management LLC19,480$169.3K0.00%+19,480New
Arizona State Retirement System20,025$174.0K0.00%−1,289−6.0%Reduced
PDT Partners, LLC20,755$180.4K0.01%+20,755New
Police & Firemen's Retirement System of New Jersey21,011$182.6K0.00%00.0%Unchanged
New York State Common Retirement Fund21,858$189.9K0.00%00.0%Unchanged
State Board of Administration of Florida Retirement System22,299$193.8K0.00%00.0%Unchanged
Manufacturers Life Insurance Company, The22,541$195.9K0.00%−2,587−10.3%Reduced
Intech Investment Management LLC23,667$205.7K0.00%−5,720−19.5%Reduced
EntryPoint Capital, LLC28,763$249.9K0.10%−26,182−47.7%Reduced
Russell Investments Group, Ltd.28,868$250.9K0.00%−26,092−47.5%Reduced
Bridgefront Capital, LLC29,717$258.2K0.06%+4,478+17.7%Added
Panagora Asset Management Inc29,879$259.6K0.00%+14,523+94.6%Added
Campbell & CO Investment Adviser LLC30,732$267.1K0.01%+12,683+70.3%Added
Virtus ETF Advisers LLC31,571$274.4K0.13%00.0%Unchanged
Warren Averett Asset Management, LLC31,637$274.9K0.00%−56−0.2%Reduced
Janus Henderson Group PLC32,900$286.1K0.00%00.0%Unchanged
MetLife Investment Management33,464$290.8K0.00%−9,375−21.9%Reduced
Mirae Asset Global ETFs Holdings Ltd.34,523$300.0K0.00%+285+0.8%Added
Quadrant Capital Group LLC35,710$310.3K0.01%−858−2.3%Reduced
Y-Intercept (Hong Kong) Ltd35,827$311.3K0.01%+11,126+45.0%Added
Los Angeles Capital Management LLC29,684$312.9K0.00%−50,503−63.0%Reduced
Quantinno Capital Management LP44,174$383.9K0.00%+839+1.9%Added
Lazard Asset Management LLC45,238$393.1K0.00%+45,238New
Inceptionr LLC45,338$394.0K0.11%+19,955+78.6%Added