ADTN Institutional Ownership & Shareholders
ADTRAN HOLDINGS INC (ADTN) is currently held by 244 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.13B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of ADTN tracked by InsiderSet, reporting ownership valued at approximately $108.92M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $51.17M, representing an estimated loss of -53.02% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 45% of the total disclosed ADTN value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Portfolio Management Llc, Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in ADTRAN HOLDINGS INC (ADTN).
This page ranks the largest institutional ADTN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
244
Total Reported Value
$1.13B
Largest Holder
Blackrock, Inc.
Largest Position
$108.92M
Insider Transactions (90d)
3
Latest Filing Quarter
Q2 2026
New Institutional Positions
71
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 7,836,196 | $108,923,125 | $51,170,360 | -$57,752,765 | -53.02% | |
| Vanguard Portfolio Management Llc | 0.00% | 5,135,649 | $71,385,521 | $33,535,788 | -$37,849,733 | -53.02% | |
| Vanguard Capital Management Llc | 0.00% | 3,510,271 | $48,792,767 | $22,922,070 | -$25,870,697 | -53.02% | |
| State Street Corp | 0.00% | 3,082,794 | $42,850,837 | $20,130,645 | -$22,720,192 | -53.02% | |
| Royce & Associates Lp | 0.33% | 2,972,917 | $41,323,546 | $19,413,148 | -$21,910,398 | -53.02% | |
| Ubs Group Ag | 0.01% | 2,940,724 | $40,876,064 | $19,202,928 | -$21,673,136 | -53.02% | |
| Two Sigma Investments, Lp | 0.03% | 2,896,353 | $40,259,307 | $18,913,185 | -$21,346,122 | -53.02% | |
| Millennium Management Llc | 0.03% | 2,722,820 | $37,847,198 | $17,780,015 | -$20,067,183 | -53.02% | |
| Dnb Asset Management As | 0.10% | 2,619,389 | $36,409,507 | $17,104,610 | -$19,304,897 | -53.02% | |
| Jpmorgan Chase & Co | 0.00% | 2,623,057 | $36,067,035 | $17,128,562 | -$18,938,473 | -52.51% | |
| Geode Capital Management, Llc | 0.00% | 1,958,052 | $27,222,874 | $12,786,080 | -$14,436,794 | -53.03% | |
| Morgan Stanley | 0.00% | 1,792,752 | $24,919,258 | $11,706,671 | -$13,212,587 | -53.02% | |
| Renaissance Technologies LLC | Jim Simons | 0.03% | 1,773,740 | $24,654,986 | $11,582,522 | -$13,072,464 | -53.02% |
| Boston Partners | 0.02% | 1,651,038 | $22,721,824 | $10,781,278 | -$11,940,546 | -52.55% | |
| Qube Research & Technologies Ltd | 0.02% | 1,398,913 | $19,444,891 | $9,134,902 | -$10,309,989 | -53.02% | |
| Dimensional Fund Advisors Lp | 0.00% | 1,366,243 | $18,989,752 | $8,921,567 | -$10,068,185 | -53.02% | |
| First Eagle U.S. Value | Jean-Marie Eveillard | 0.03% | 1,248,507 | $17,354,247 | $8,152,751 | -$9,201,496 | -53.02% |
| William Blair Investment Management, Llc | 0.05% | 1,099,019 | $15,276,364 | $7,176,594 | -$8,099,770 | -53.02% | |
| D. E. Shaw & Co., Inc. | 0.01% | 1,091,898 | $15,177,383 | $7,130,094 | -$8,047,289 | -53.02% | |
| Goldman Sachs Group Inc | 0.00% | 1,045,037 | $14,526,015 | $6,824,092 | -$7,701,923 | -53.02% | |
| Marshall Wace, Llp | 0.01% | 1,038,292 | $14,432,262 | $6,780,047 | -$7,652,215 | -53.02% | |
| Fmr Llc | 0.00% | 1,011,195 | $14,055,605 | $6,603,103 | -$7,452,502 | -53.02% | |
| Divisar Capital Management Llc | 2.73% | 851,526 | $11,836,211 | $5,560,465 | -$6,275,746 | -53.02% | |
| Federated Hermes, Inc. | 0.02% | 849,967 | $11,814,541 | $5,550,285 | -$6,264,256 | -53.02% | |
| Bank Of America Corp | 0.00% | 845,421 | $11,751,353 | $5,520,599 | -$6,230,754 | -53.02% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 786,873 | $10,937,535 | $5,138,281 | -$5,799,254 | -53.02% | |
| Point72 Asset Management, L.P. | 0.02% | 764,780 | $10,630,442 | $4,994,013 | -$5,636,429 | -53.02% | |
| Heartland Advisors Inc | 0.46% | 750,000 | $10,425,000 | $4,897,500 | -$5,527,500 | -53.02% | |
| Northern Trust Corp | 0.00% | 734,960 | $10,215,945 | $4,799,289 | -$5,416,656 | -53.02% | |
| Charles Schwab Investment Management Inc | 0.00% | 714,068 | $9,925,545 | $4,662,864 | -$5,262,681 | -53.02% | |
| Nuveen, Llc | 0.00% | 700,147 | $9,732,043 | $4,571,960 | -$5,160,083 | -53.02% | |
| Kovack Advisors, Inc. | 0.46% | 696,210 | $9,496,305 | $4,546,251 | -$4,950,054 | -52.13% | |
| Aqr Capital Management Llc | 0.00% | 671,403 | $9,332,501 | $4,384,262 | -$4,948,239 | -53.02% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | 629,119 | $8,744,754 | $4,108,147 | -$4,636,607 | -53.02% | |
| Wells Fargo & Company/Mn | 0.00% | 625,245 | $8,690,912 | $4,082,850 | -$4,608,062 | -53.02% | |
| Squarepoint Ops Llc | 0.02% | 617,388 | $8,581,693 | $4,031,544 | -$4,550,149 | -53.02% | |
| Centerbook Partners Lp | 0.37% | 1,173,632 | $8,021,775 | $7,663,817 | -$357,958 | -4.46% | |
| Norges Bank | 0.00% | 575,400 | $7,998,060 | $3,757,362 | -$4,240,698 | -53.02% | |
| 1492 Capital Management Llc | 2.35% | 573,128 | $7,966,479 | $3,742,526 | -$4,223,953 | -53.02% | |
| Hrt Financial Lp | 0.01% | 561,192 | $7,800,000 | $3,664,584 | -$4,135,416 | -53.02% | |
| Tudor Investment Corp Et Al | 0.03% | 541,455 | $7,526,224 | $3,535,701 | -$3,990,523 | -53.02% | |
| Vanguard Fiduciary Trust Co | 0.00% | 540,877 | $7,518,190 | $3,531,927 | -$3,986,263 | -53.02% | |
| Royal Bank Of Canada | 0.00% | 504,227 | $7,009,000 | $3,292,602 | -$3,716,398 | -53.02% | |
| Nomura Holdings Inc | 0.03% | 502,322 | $6,982,276 | $3,280,163 | -$3,702,113 | -53.02% | |
| Westerly Capital Management, Llc | 1.28% | 500,000 | $6,950,000 | $3,265,000 | -$3,685,000 | -53.02% | |
| Barclays Plc | 0.00% | 479,197 | $6,660,840 | $3,129,156 | -$3,531,684 | -53.02% | |
| Trexquant Investment Lp | 0.04% | 472,733 | $6,570,989 | $3,086,946 | -$3,484,043 | -53.02% | |
| Needham Investment Management Llc | 0.19% | 450,000 | $6,255,000 | $2,938,500 | -$3,316,500 | -53.02% | |
| Sei Investments Co | 0.00% | 403,253 | $5,605,207 | $2,633,242 | -$2,971,965 | -53.02% | |
| Healthcare Of Ontario Pension Plan Trust Fund | 0.01% | 330,100 | $4,588,390 | $2,155,553 | -$2,432,837 | -53.02% |
Frequently asked questions about ADTN
Who are the largest institutional holders of ADTN?
The largest institutional holders of ADTN reported in the latest SEC Form 13F filings include Blackrock, Inc., Vanguard Portfolio Management Llc, Vanguard Capital Management Llc, State Street Corp, and Royce & Associates Lp. InsiderSet ranks institutional holders by their latest reported ADTN position.
What is ADTN institutional ownership?
This page tracks ADTN positions reported by institutional investment managers through SEC Form 13F. ADTRAN HOLDINGS INC (ADTN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ADTN?
InsiderSet currently tracks 244 institutional managers reporting ADTN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ADTN shareholders.
How much ADTN stock do institutions own?
Institutional investment managers disclosed approximately $1.13B in ADTN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ADTN institutional ownership last updated?
The latest ADTN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ADTN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ADTN position after the reporting date.
Are institutions buying or selling ADTN?
Institutional buying and selling can be analyzed by comparing ADTN positions across consecutive 13F reporting periods. InsiderSet's ADTN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ADTN ownership changes.
How has ADTN institutional ownership changed over time?
InsiderSet tracks ADTN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.