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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 439 | $5.52K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 441 | $5.38K | 0.00% | −323−42.3% | Reduced |
| Los Angeles Capital Management LLC | 374 | $4.71K | 0.00% | −29,310−98.7% | Reduced |
| Farther Finance Advisors, LLC | 309 | $3.93K | 0.00% | +278+896.8% | Added |
| Johnson Financial Group, Inc. | 296 | $3.72K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 280 | $3.62K | 0.00% | +129+85.4% | Added |
| Root Financial Partners, LLC | 276 | $3.47K | 0.00% | +276 | New |
| Basecamp Wealth Advisors LLC | 253 | $3.18K | 0.00% | +253 | New |
| SRS Capital Advisors, Inc. | 245 | $3.08K | 0.00% | +240+4,800.0% | Added |
| Parallel Advisors, LLC | 228 | $2.87K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 201 | $2.53K | 0.00% | +198+6,600.0% | Added |
| True Wealth Design, LLC | 194 | $2.44K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 155 | $1.95K | 0.00% | +123+384.4% | Added |
| Quarry LP | 122 | $1.53K | 0.00% | +122 | New |
| Assetmark, Inc | 121 | $1.52K | 0.00% | +87+255.9% | Added |
| N.E.W. Advisory Services LLC | 100 | $1.26K | 0.00% | −10−9.1% | Reduced |
| Private Wealth Management Group, LLC | 88 | $1.11K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 88 | $1.11K | 0.00% | +88 | New |
| Twin Peaks Wealth Advisors, LLC | 60 | $755 | 0.00% | +60 | New |
| Wealth Preservation Advisors, LLC | 53 | $667 | 0.00% | +53 | New |
| SJS Investment Consulting Inc. | 49 | $617 | 0.00% | +49 | New |
| Torren Management, LLC | 46 | $579 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 23 | $289 | 0.00% | +10+76.9% | Added |
| Bruce G. Allen Investments, LLC | 21 | $264 | 0.00% | +21 | New |
| JPL Wealth Management, LLC | 19 | $240 | 0.00% | +19 | New |
| Larson Financial Group LLC | 8 | $101 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 7 | $88 | 0.00% | −78−91.8% | Reduced |
| Huntington National Bank | 2 | $34 | 0.00% | 00.0% | Unchanged |
| Ophir Asset Management Pty Ltd | 0 | $0 | 0.00% | −1,069,420−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −545,464−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −439,946−100.0% | Sold out |
| Niles Investment Management, LLC | 0 | $0 | 0.00% | −149,494−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −147,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −102,503−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −101,822−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −95,827−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −67,670−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −60,600−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −57,432−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −57,000−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −50,328−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −45,338−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −45,238−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −19,480−100.0% | Sold out |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −18,987−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −15,203−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −13,716−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −12,800−100.0% | Sold out |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −12,503−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −11,100−100.0% | Sold out |
| Skaana Management L.P. | 0 | $0 | 0.00% | −10,600−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −10,363−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −10,274−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −6,721−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −4,192−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −2,337−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −1,698−100.0% | Sold out |
| Harbor Asset Planning, Inc. | 0 | $0 | 0.00% | −290−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −164−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |