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 |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 3,457 | $48.1K | 0.00% | +90+2.7% | Added |
| Parkside Financial Bank & Trust | 3,238 | $45.0K | 0.00% | +1,104+51.7% | Added |
| Versant Capital Management, Inc | 2,631 | $36.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,617 | $36.4K | 0.00% | −5,475−67.7% | Reduced |
| Persistent Asset Partners Ltd | 2,035 | $28.3K | 0.01% | +2,035 | New |
| Advisor Group Holdings, Inc. | 1,879 | $26.1K | 0.00% | +1,440+328.0% | Added |
| Allworth Financial LP | 1,725 | $24.0K | 0.00% | +168+10.8% | Added |
| US Bancorp | 1,599 | $22.2K | 0.00% | −8−0.5% | Reduced |
| Covestor Ltd | 1,572 | $22.0K | 0.01% | −36−2.2% | Reduced |
| SRS Capital Advisors, Inc. | 1,544 | $21.5K | 0.00% | +1,299+530.2% | Added |
| Signaturefd, LLC | 1,445 | $20.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,331 | $18.5K | 0.00% | +42+3.3% | Added |
| Nisa Investment Advisors, LLC | 1,262 | $17.5K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 793 | $11.0K | 0.00% | +10+1.3% | Added |
| The PNC Financial Services Group, Inc. | 652 | $9.06K | 0.00% | +27+4.3% | Added |
| EverSource Wealth Advisors, LLC | 604 | $8.40K | 0.00% | +138+29.6% | Added |
| Jones Financial Companies LLLP | 551 | $7.44K | 0.00% | +271+96.8% | Added |
| Parallel Advisors, LLC | 469 | $6.52K | 0.00% | +241+105.7% | Added |
| Smartleaf Asset Management LLC | 441 | $6.06K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 402 | $5.59K | 0.00% | +247+159.4% | Added |
| Optiver Holding B.V. | 393 | $5.46K | 0.00% | +393 | New |
| Farther Finance Advisors, LLC | 322 | $4.47K | 0.00% | +13+4.2% | Added |
| IFP Advisors, Inc | 300 | $4.17K | 0.00% | +99+49.3% | Added |
| Johnson Financial Group, Inc. | 296 | $4.12K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 270 | $3.75K | 0.00% | −213−44.1% | Reduced |
| SJS Investment Consulting Inc. | 258 | $3.59K | 0.00% | +209+426.5% | Added |
| Basecamp Wealth Advisors LLC | 253 | $3.52K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 194 | $2.70K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 152 | $2.11K | 0.00% | +152 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 131 | $1.82K | 0.00% | +131 | New |
| Pinnacle Wealth Planning Services, Inc. | 127 | $1.76K | 0.00% | +127 | New |
| Assetmark, Inc | 121 | $1.68K | 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 |
| Keating Financial Advisory Services, Inc. | 88 | $1.22K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 83 | $1.15K | 0.00% | −5−5.7% | Reduced |
| Hollencrest Capital Management | 61 | $848 | 0.00% | +61 | New |
| SBI Securities Co., Ltd. | 52 | $723 | 0.00% | +29+126.1% | Added |
| C M Bidwell & Associates Ltd | 50 | $695 | 0.00% | +50 | New |
| Torren Management, LLC | 46 | $639 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 41 | $570 | 0.00% | −81−66.4% | Reduced |
| Bruce G. Allen Investments, LLC | 33 | $459 | 0.00% | +12+57.1% | Added |
| UMA Financial Services, Inc. | 29 | $404 | 0.00% | +29 | New |
| JPL Wealth Management, LLC | 19 | $265 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 14 | $195 | 0.00% | +14 | New |
| Larson Financial Group LLC | 8 | $111 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 8 | $111 | 0.00% | +8 | New |
| Huntington National Bank | 2 | $35 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 1 | $14 | 0.00% | +1 | New |
| Shannon River Fund Management LLC | 0 | $0 | 0.00% | −1,219,976−100.0% | Sold out |
| Paradigm Capital Management Inc | 0 | $0 | 0.00% | −733,200−100.0% | Sold out |
| Cramer Rosenthal McGlynn LLC | 0 | $0 | 0.00% | −287,178−100.0% | Sold out |
| Manatuck Hill Partners, LLC | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −128,002−100.0% | Sold out |
| Divisadero Street Capital Management, LP | 0 | $0 | 0.00% | −121,731−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −105,866−100.0% | Sold out |
| Nierenberg Investment Management Company, Inc. | 0 | $0 | 0.00% | −93,110−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −93,101−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −65,639−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −33,937−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −33,664−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −26,275−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −23,619−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −18,098−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −15,500−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −14,600−100.0% | Sold out |
| Financial Engines Advisors L.L.C. | 0 | $0 | 0.00% | −14,518−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −13,908−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −13,522−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −12,342−100.0% | Sold out |
| Thompson Davis & Co., Inc. | 0 | $0 | 0.00% | −11,865−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −7,731−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −2,319−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −276−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |