ADTRAN HOLDINGS INC (ADTN) Institutional Shareholders

ADTRAN HOLDINGS INC (ADTN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $942.14M in ADTN holdings during the latest filing period.

Blackrock, Inc. is currently the largest disclosed institutional shareholder of ADTN tracked by InsiderSet, reporting ownership valued at approximately $98.63M in its March 31, 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 $66.72M, representing an estimated loss of -32.35% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 43% 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

224

Total Reported Value

$942.14M

Largest Holder

Blackrock, Inc.

Largest Position

$98.63M

Insider Transactions (90d)

4

Latest Filing Quarter

Q2 2026

New Institutional Positions

133

Funds Exiting Positions

0

Page 1 of 5
NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Blackrock, Inc.0.00%7,840,254$98,630,393$66,720,562-$31,909,831-32.35%
Vanguard Portfolio Management Llc0.00%4,771,452$60,024,866$40,605,057-$19,419,809-32.35%
Vanguard Capital Management Llc0.00%3,426,230$43,101,973$29,157,217-$13,944,756-32.35%
Royce & Associates Lp0.39%3,127,403$39,342,730$26,614,200-$12,728,530-32.35%
Dnb Asset Management As0.14%3,123,679$39,295,882$26,582,508-$12,713,374-32.35%
State Street Corp0.00%2,350,737$29,572,271$20,004,772-$9,567,499-32.35%
William Blair Investment Management, Llc0.08%1,989,530$25,028,287$16,930,900-$8,097,387-32.35%
Millennium Management Llc0.02%1,896,411$23,856,850$16,138,458-$7,718,392-32.35%
Morgan Stanley0.00%1,832,872$23,057,535$15,597,741-$7,459,794-32.35%
Geode Capital Management, Llc0.00%1,819,123$22,889,544$15,480,737-$7,408,807-32.37%
Divisar Capital Management Llc5.67%1,769,439$22,259,543$15,057,926-$7,201,617-32.35%
First Eagle U.S. ValueJean-Marie Eveillard0.02%1,368,707$17,218,334$11,647,697-$5,570,637-32.35%
Dimensional Fund Advisors Lp0.00%1,337,028$16,817,145$11,378,108-$5,439,037-32.34%
Needham Investment Management Llc0.79%1,228,500$15,454,531$10,454,535-$4,999,996-32.35%
Shannon River Fund Management Llc2.93%1,219,976$15,347,298$10,381,996-$4,965,302-32.35%
D. E. Shaw & Co., Inc.0.01%1,218,969$15,334,630$10,373,426-$4,961,204-32.35%
Boston Partners0.02%1,181,314$14,910,480$10,052,982-$4,857,498-32.58%
Two Sigma Investments, Lp0.01%1,123,524$14,133,932$9,561,189-$4,572,743-32.35%
Sei Investments Co0.01%1,105,110$13,902,293$9,404,486-$4,497,807-32.35%
Assenagon Asset Management S.A.0.02%917,754$12,756,781$7,810,087-$4,946,694-38.78%
Invesco Ltd.0.00%990,994$12,466,705$8,433,359-$4,033,346-32.35%
Goldman Sachs Group Inc0.00%970,707$12,211,498$8,260,717-$3,950,781-32.35%
Barclays Plc0.00%927,775$11,671,409$7,895,365-$3,776,044-32.35%
Federated Hermes, Inc.0.02%922,616$11,606,510$7,851,462-$3,755,048-32.35%
Marshall Wace, Llp0.01%891,520$11,215,323$7,586,835-$3,628,488-32.35%
Squarepoint Ops Llc0.02%887,962$11,170,562$7,556,557-$3,614,005-32.35%
Aqr Capital Management Llc0.00%843,924$10,616,562$7,181,793-$3,434,769-32.35%
Westerly Capital Management, Llc3.10%800,000$10,064,000$6,808,000-$3,256,000-32.35%
Kovack Advisors, Inc.0.46%696,210$9,496,305$5,924,747-$3,571,558-37.61%
Heartland Advisors Inc0.48%750,000$9,435,000$6,382,500-$3,052,500-32.35%
Paradigm Capital Management Inc/Ny0.35%733,200$9,223,656$6,239,532-$2,984,124-32.35%
Trexquant Investment Lp0.06%684,909$8,616,155$5,828,576-$2,787,579-32.35%
Northern Trust Corp0.00%659,248$8,293,340$5,610,200-$2,683,140-32.35%
Tudor Investment Corp Et Al0.04%654,943$8,239,183$5,573,565-$2,665,618-32.35%
1492 Capital Management Llc2.99%625,024$7,862,802$5,318,954-$2,543,848-32.35%
Charles Schwab Investment Management Inc0.00%624,112$7,851,329$5,311,193-$2,540,136-32.35%
Fmr Llc0.00%615,436$7,742,180$5,237,360-$2,504,820-32.35%
Hennessy Advisors Inc0.23%526,300$7,315,570$4,478,813-$2,836,757-38.78%
Point72 Asset Management, L.P.0.01%564,780$7,104,932$4,806,278-$2,298,654-32.35%
Connor, Clark & Lunn Investment Management Ltd.0.02%560,348$7,049,178$4,768,561-$2,280,617-32.35%
Kerrisdale Advisers, Llc2.64%552,010$6,944,286$4,697,605-$2,246,681-32.35%
Vanguard Fiduciary Trust Co0.00%522,530$6,573,427$4,446,730-$2,126,697-32.35%
Nomura Holdings Inc0.05%464,176$5,839,334$3,950,138-$1,889,196-32.35%
Jacobs Levy Equity Management, Inc0.02%461,681$5,807,947$3,928,905-$1,879,042-32.35%
Royal Bank Of Canada0.00%457,402$5,754,000$3,892,491-$1,861,509-32.35%
Arrowstreet Capital, Limited Partnership0.00%455,647$5,732,039$3,877,556-$1,854,483-32.35%
Y-Intercept (Hong Kong) Ltd0.10%370,294$5,147,087$3,151,202-$1,995,885-38.78%
Citadel Advisors Llc0.00%393,734$4,953,174$3,350,676-$1,602,498-32.35%
Wells Fargo & Company/Mn0.00%378,572$4,762,433$3,221,648-$1,540,785-32.35%
Mackenzie Financial Corp0.01%368,680$4,637,994$3,137,467-$1,500,527-32.35%

Frequently asked questions about ADTN

  • Who owns the most ADTN stock?

    The largest holders of ADTN are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ADTRAN HOLDINGS INC (ADTN).

  • Is ADTN widely held by superinvestors?

    Many widely followed stocks like ADTN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ADTN is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.