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 2026
Institutional positions in ADTRAN Holdings, Inc. as of Jun 30, 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
- 249
- +23 vs. Q1 2026
- Shares held
- 84.0M
- +5.37M (+6.8%) vs. Q1 2026
- Total value
- $1.17B
- +$178.1M (+18.0%) vs. Q1 2026
- New holders
- 51
- 94 more added
- Sold out
- 28
- 75 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding ADTRAN Holdings, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kilter Group LLC | 1 | $14 | 0.00% | +1 | New |
| Huntington National Bank | 2 | $35 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 8 | $111 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 8 | $111 | 0.00% | +8 | New |
| Silver Grove Financial Group, Inc. | 14 | $195 | 0.00% | +14 | New |
| JPL Wealth Management, LLC | 19 | $265 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 29 | $404 | 0.00% | +29 | New |
| Bruce G. Allen Investments, LLC | 33 | $459 | 0.00% | +12+57.1% | Added |
| Quarry LP | 41 | $570 | 0.00% | −81−66.4% | Reduced |
| Torren Management, LLC | 46 | $639 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 50 | $695 | 0.00% | +50 | New |
| SBI Securities Co., Ltd. | 52 | $723 | 0.00% | +29+126.1% | Added |
| Hollencrest Capital Management | 61 | $848 | 0.00% | +61 | New |
| Private Wealth Management Group, LLC | 83 | $1.15K | 0.00% | −5−5.7% | Reduced |
| Keating Financial Advisory Services, Inc. | 88 | $1.22K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 100 | $1.39K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $1.39K | 0.00% | +100 | New |
| Assetmark, Inc | 121 | $1.68K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 127 | $1.76K | 0.00% | +127 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 131 | $1.82K | 0.00% | +131 | New |
| Clearstead Advisors, LLC | 152 | $2.11K | 0.00% | +152 | New |
| True Wealth Design, LLC | 194 | $2.70K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 253 | $3.52K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 258 | $3.59K | 0.00% | +209+426.5% | Added |
| Sterling Capital Management LLC | 270 | $3.75K | 0.00% | −213−44.1% | Reduced |
| Johnson Financial Group, Inc. | 296 | $4.12K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 300 | $4.17K | 0.00% | +99+49.3% | Added |
| Farther Finance Advisors, LLC | 322 | $4.47K | 0.00% | +13+4.2% | Added |
| Optiver Holding B.V. | 393 | $5.46K | 0.00% | +393 | New |
| Essential Partners LLC | 402 | $5.59K | 0.00% | +247+159.4% | Added |
| Smartleaf Asset Management LLC | 441 | $6.06K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 469 | $6.52K | 0.00% | +241+105.7% | Added |
| Jones Financial Companies LLLP | 551 | $7.44K | 0.00% | +271+96.8% | Added |
| EverSource Wealth Advisors, LLC | 604 | $8.40K | 0.00% | +138+29.6% | Added |
| The PNC Financial Services Group, Inc. | 652 | $9.06K | 0.00% | +27+4.3% | Added |
| Rothschild Investment LLC | 793 | $11.0K | 0.00% | +10+1.3% | Added |
| Nisa Investment Advisors, LLC | 1,262 | $17.5K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,331 | $18.5K | 0.00% | +42+3.3% | Added |
| Signaturefd, LLC | 1,445 | $20.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,544 | $21.5K | 0.00% | +1,299+530.2% | Added |
| Covestor Ltd | 1,572 | $22.0K | 0.01% | −36−2.2% | Reduced |
| US Bancorp | 1,599 | $22.2K | 0.00% | −8−0.5% | Reduced |
| Allworth Financial LP | 1,725 | $24.0K | 0.00% | +168+10.8% | Added |
| Advisor Group Holdings, Inc. | 1,879 | $26.1K | 0.00% | +1,440+328.0% | Added |
| Persistent Asset Partners Ltd | 2,035 | $28.3K | 0.01% | +2,035 | New |
| Tower Research Capital LLC (TRC) | 2,617 | $36.4K | 0.00% | −5,475−67.7% | Reduced |
| Versant Capital Management, Inc | 2,631 | $36.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,238 | $45.0K | 0.00% | +1,104+51.7% | Added |
| GAMMA Investing LLC | 3,457 | $48.1K | 0.00% | +90+2.7% | Added |
| State of Alaska, Department of Revenue | 3,872 | $53.0K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 5,000 | $69.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,980 | $97.0K | 0.00% | +766+12.3% | Added |
| Pacer Advisors, Inc. | 8,951 | $124.0K | 0.00% | +8,951 | New |
| Potomac Capital Management, Inc. | 10,000 | $139.0K | 0.10% | −67,200−87.0% | Reduced |
| ProShare Advisors LLC | 10,070 | $140.0K | 0.00% | −712−6.6% | Reduced |
| L2 Asset Management, LLC | 10,244 | $142.4K | 0.01% | +10,244 | New |
| nVerses Capital, LLC | 10,952 | $152.2K | 0.23% | −33,901−75.6% | Reduced |
| Public Employees Retirement Association of Colorado | 11,333 | $158.0K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 11,376 | $158.1K | 0.00% | −443−3.7% | Reduced |
| Pictet Asset Management Holding SA | 11,562 | $160.7K | 0.00% | −3,546−23.5% | Reduced |
| GTS Securities LLC | 11,647 | $161.9K | 0.00% | +11,647 | New |
| VARCOV Co. | 12,176 | $169.2K | 0.06% | +12,176 | New |
| Prelude Capital Management, LLC | 12,218 | $169.8K | 0.01% | −3,239−21.0% | Reduced |
| Prudential Financial Inc | 12,793 | $177.8K | 0.00% | +1,200+10.4% | Added |
| Amundi | 13,530 | $188.1K | 0.00% | +13,530 | New |
| Ieq Capital, LLC | 14,571 | $202.5K | 0.00% | −19,788−57.6% | Reduced |
| Mirabella Financial Services LLP | 14,618 | $203.2K | 0.02% | +14,618 | New |
| Focused Alpha, LLC | 14,657 | $203.7K | 0.05% | +14,657 | New |
| Bayforest Capital Ltd | 15,181 | $211.0K | 0.20% | +15,181 | New |
| Mitsubishi UFJ Trust & Banking Corp | 16,471 | $228.9K | 0.00% | +16,471 | New |
| KLP Kapitalforvaltning AS | 16,700 | $232.1K | 0.00% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 16,818 | $233.8K | 0.02% | +16,818 | New |
| B. Riley Financial, Inc. | 17,063 | $237.2K | 0.05% | +17,063 | New |
| Stifel Financial Corp | 17,149 | $238.4K | 0.00% | +109+0.6% | Added |
| Vanguard Investments Australia, Ltd. | 17,171 | $238.7K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 17,786 | $247.2K | 0.00% | −2,005−10.1% | Reduced |
| Los Angeles Capital Management LLC | 18,134 | $252.1K | 0.00% | +17,760+4,748.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 19,025 | $255.7K | 0.00% | +4,804+33.8% | Added |
| Alpine Global Management, LLC | 18,854 | $262.1K | 0.04% | +18,854 | New |
| Hillsdale Investment Management Inc. | 19,050 | $264.8K | 0.01% | −3,850−16.8% | Reduced |
| Intech Investment Management LLC | 19,236 | $267.4K | 0.00% | +1,866+10.7% | Added |
| CI Private Wealth, LLC | 19,969 | $277.6K | 0.00% | +19,969 | New |
| Arizona State Retirement System | 20,040 | $278.6K | 0.00% | +235+1.2% | Added |
| Susquehanna Fundamental Investments, LLC | 20,443 | $284.2K | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 20,468 | $284.5K | 0.00% | +280+1.4% | Added |
| Dark Forest Capital Management LP | 21,180 | $294.4K | 0.02% | +21,180 | New |
| New York State Common Retirement Fund | 21,858 | $303.8K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 22,299 | $310.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 22,326 | $310.3K | 0.00% | +22,326 | New |
| LPL Financial LLC | 22,987 | $319.5K | 0.00% | +10,265+80.7% | Added |
| Entropy Technologies, LP | 23,203 | $322.5K | 0.01% | +7,410+46.9% | Added |
| State of New Jersey Common Pension Fund D | 23,484 | $326.4K | 0.00% | +23,484 | New |
| Franklin Resources Inc | 23,826 | $331.2K | 0.00% | −28,203−54.2% | Reduced |
| IMC-Chicago, LLC | 24,131 | $335.4K | 0.00% | +11,702+94.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 24,220 | $336.7K | 0.00% | +3,209+15.3% | Added |
| Mariner, LLC | 24,359 | $338.5K | 0.00% | −8,151−25.1% | Reduced |
| ExodusPoint Capital Management, LP | 25,241 | $350.9K | 0.00% | −234,675−90.3% | Reduced |
| Magnetar Financial LLC | 25,297 | $351.6K | 0.00% | +25,297 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25,430 | $353.5K | 0.00% | −27,326−51.8% | Reduced |
| Mercer Global Advisors Inc | 26,791 | $372.4K | 0.00% | +1,230+4.8% | Added |