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 2026
Institutional positions in ADTRAN Holdings, Inc. as of Mar 31, 2026. 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
- 228
- +19 vs. Q4 2025
- Shares held
- 78.7M
- +16.5M (+26.6%) vs. Q4 2025
- Total value
- $989.1M
- +$448.7M (+83.0%) vs. Q4 2025
- New holders
- 50
- 88 more added
- Sold out
- 31
- 63 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding ADTRAN Holdings, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 2 | $34 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 7 | $88 | 0.00% | −78−91.8% | Reduced |
| Larson Financial Group LLC | 8 | $101 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 19 | $240 | 0.00% | +19 | New |
| Bruce G. Allen Investments, LLC | 21 | $264 | 0.00% | +21 | New |
| SBI Securities Co., Ltd. | 23 | $289 | 0.00% | +10+76.9% | Added |
| Torren Management, LLC | 46 | $579 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 49 | $617 | 0.00% | +49 | New |
| Wealth Preservation Advisors, LLC | 53 | $667 | 0.00% | +53 | New |
| Twin Peaks Wealth Advisors, LLC | 60 | $755 | 0.00% | +60 | New |
| Keating Financial Advisory Services, Inc. | 88 | $1.11K | 0.00% | +88 | New |
| Private Wealth Management Group, LLC | 88 | $1.11K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 100 | $1.26K | 0.00% | −10−9.1% | Reduced |
| Assetmark, Inc | 121 | $1.52K | 0.00% | +87+255.9% | Added |
| Quarry LP | 122 | $1.53K | 0.00% | +122 | New |
| Essential Partners LLC | 155 | $1.95K | 0.00% | +123+384.4% | Added |
| True Wealth Design, LLC | 194 | $2.44K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 201 | $2.53K | 0.00% | +198+6,600.0% | Added |
| Parallel Advisors, LLC | 228 | $2.87K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 245 | $3.08K | 0.00% | +240+4,800.0% | Added |
| Basecamp Wealth Advisors LLC | 253 | $3.18K | 0.00% | +253 | New |
| Root Financial Partners, LLC | 276 | $3.47K | 0.00% | +276 | New |
| Jones Financial Companies LLLP | 280 | $3.62K | 0.00% | +129+85.4% | Added |
| Johnson Financial Group, Inc. | 296 | $3.72K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 309 | $3.93K | 0.00% | +278+896.8% | Added |
| Los Angeles Capital Management LLC | 374 | $4.71K | 0.00% | −29,310−98.7% | Reduced |
| Smartleaf Asset Management LLC | 441 | $5.38K | 0.00% | −323−42.3% | Reduced |
| Advisor Group Holdings, Inc. | 439 | $5.52K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 466 | $5.86K | 0.00% | +266+133.0% | Added |
| Sterling Capital Management LLC | 483 | $6.08K | 0.00% | −17−3.4% | Reduced |
| The PNC Financial Services Group, Inc. | 625 | $7.86K | 0.00% | −3−0.5% | Reduced |
| Rothschild Investment LLC | 783 | $9.85K | 0.00% | +573+272.9% | Added |
| Nisa Investment Advisors, LLC | 1,262 | $15.9K | 0.00% | +54+4.5% | Added |
| Fifth Third Bancorp | 1,289 | $16.2K | 0.00% | +1,289 | New |
| Signaturefd, LLC | 1,445 | $18.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,557 | $19.6K | 0.00% | +1,518+3,892.3% | Added |
| Covestor Ltd | 1,608 | $20.0K | 0.01% | −138−7.9% | Reduced |
| US Bancorp | 1,607 | $20.2K | 0.00% | +12+0.8% | Added |
| Parkside Financial Bank & Trust | 2,134 | $26.8K | 0.00% | +2,134 | New |
| MAI Capital Management | 2,319 | $29.2K | 0.00% | +2,271+4,731.3% | Added |
| Versant Capital Management, Inc | 2,631 | $33.1K | 0.00% | −141−5.1% | Reduced |
| GAMMA Investing LLC | 3,367 | $42.4K | 0.00% | +19+0.6% | Added |
| State of Alaska, Department of Revenue | 3,872 | $48.0K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 5,000 | $62.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,214 | $78.2K | 0.00% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 7,731 | $97.3K | 0.00% | −2,291−22.9% | Reduced |
| Tower Research Capital LLC (TRC) | 8,092 | $101.8K | 0.00% | +3,487+75.7% | Added |
| ProShare Advisors LLC | 10,782 | $135.6K | 0.00% | −2,810−20.7% | Reduced |
| Public Employees Retirement Association of Colorado | 11,333 | $143.0K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 11,593 | $145.8K | 0.00% | +11,593 | New |
| Vident Advisory, LLC | 11,819 | $148.7K | 0.00% | +125+1.1% | Added |
| Thompson Davis & Co., Inc. | 11,865 | $149.3K | 0.10% | +11,865 | New |
| Keebeck Alpha, LP | 12,342 | $155.3K | 0.47% | +12,342 | New |
| IMC-Chicago, LLC | 12,429 | $156.4K | 0.00% | +12,429 | New |
| LPL Financial LLC | 12,722 | $160.0K | 0.00% | −404−3.1% | Reduced |
| Cinctive Capital Management LP | 13,522 | $170.1K | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 13,908 | $175.0K | 0.00% | +1,517+12.2% | Added |
| Financial Engines Advisors L.L.C. | 14,518 | $182.6K | 0.00% | +14,518 | New |
| Wealth Enhancement Advisory Services, LLC | 14,221 | $183.2K | 0.00% | +14,221 | New |
| DRW Securities, LLC | 14,600 | $183.7K | 0.01% | +14,600 | New |
| Harvest Investment Services, LLC | 14,981 | $188.5K | 0.03% | −77−0.5% | Reduced |
| Winton Group Ltd | 15,000 | $188.7K | 0.01% | +15,000 | New |
| Pictet Asset Management Holding SA | 15,108 | $190.1K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 15,457 | $194.4K | 0.01% | +1,738+12.7% | Added |
| Canada Pension Plan Investment Board | 15,500 | $195.0K | 0.00% | 00.0% | Unchanged |
| Entropy Technologies, LP | 15,793 | $198.7K | 0.01% | +5,510+53.6% | Added |
| KLP Kapitalforvaltning AS | 16,700 | $210.1K | 0.00% | +2,100+14.4% | Added |
| Stifel Financial Corp | 17,040 | $214.4K | 0.00% | −1,500−8.1% | Reduced |
| Vanguard Investments Australia, Ltd. | 17,171 | $216.0K | 0.00% | +17,171 | New |
| Intech Investment Management LLC | 17,370 | $218.5K | 0.00% | −6,297−26.6% | Reduced |
| Fox Run Management, L.L.C. | 18,098 | $220.6K | 0.04% | +5,185+40.2% | Added |
| Citigroup Inc | 18,427 | $231.8K | 0.00% | +4,803+35.3% | Added |
| Cerity Partners LLC | 19,791 | $249.0K | 0.00% | +19,791 | New |
| Arizona State Retirement System | 19,805 | $249.1K | 0.00% | −220−1.1% | Reduced |
| Manufacturers Life Insurance Company, The | 20,188 | $254.0K | 0.00% | −2,353−10.4% | Reduced |
| Headlands Technologies LLC | 20,405 | $256.7K | 0.03% | +20,405 | New |
| Susquehanna Fundamental Investments, LLC | 20,443 | $257.2K | 0.01% | +20,443 | New |
| Police & Firemen's Retirement System of New Jersey | 21,011 | $264.3K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 21,858 | $275.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 22,299 | $280.5K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 22,900 | $288.1K | 0.01% | −471,350−95.4% | Reduced |
| Bridgefront Capital, LLC | 23,619 | $297.1K | 0.07% | −6,098−20.5% | Reduced |
| CWM, LLC | 24,421 | $307.2K | 0.00% | +18,146+289.2% | Added |
| Caxton Associates LLP | 24,497 | $308.2K | 0.01% | +24,497 | New |
| Mercer Global Advisors Inc | 25,561 | $321.6K | 0.00% | +25,561 | New |
| Russell Investments Group, Ltd. | 25,926 | $326.1K | 0.00% | −2,942−10.2% | Reduced |
| Group One Trading, L.P. | 26,275 | $330.5K | 0.01% | +22,726+640.3% | Added |
| Warren Averett Asset Management, LLC | 29,879 | $375.9K | 0.00% | −1,758−5.6% | Reduced |
| Panagora Asset Management Inc | 29,879 | $375.9K | 0.00% | 00.0% | Unchanged |
| Granahan Investment Management Inc | 30,782 | $387.2K | 0.02% | −24,058−43.9% | Reduced |
| Virtus ETF Advisers LLC | 31,571 | $397.2K | 0.19% | 00.0% | Unchanged |
| Mariner, LLC | 32,510 | $408.9K | 0.00% | +32,510 | New |
| Counterpoint Mutual Funds LLC | 32,721 | $411.6K | 0.06% | +32,721 | New |
| Janus Henderson Group PLC | 32,900 | $412.7K | 0.00% | 00.0% | Unchanged |
| Jain Global LLC | 33,664 | $423.5K | 0.01% | −31,116−48.0% | Reduced |
| Voloridge Investment Management, LLC | 33,937 | $426.9K | 0.00% | −112,211−76.8% | Reduced |
| Ieq Capital, LLC | 34,359 | $432.2K | 0.00% | +34,359 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 34,865 | $438.6K | 0.00% | +342+1.0% | Added |
| Quadrant Capital Group LLC | 35,710 | $449.2K | 0.01% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 38,324 | $482.1K | 0.03% | +7,592+24.7% | Added |