Adtran Holdings (ADTN) Held by Superinvestors

ADTRAN HOLDINGS INC (ADTN) is currently held by 3 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $42.99M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Renaissance Technologies LLC is currently the largest disclosed institutional shareholder of ADTN tracked by InsiderSet, reporting ownership valued at approximately $24.65M 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 $11.58M, representing an estimated loss of -53.02% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed ADTN value among the investors covered in this analysis. Major shareholders include Renaissance Technologies LLC, First Eagle U.S. Value, Polen Capital Management, 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.

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Renaissance Technologies LLCJim Simons0.03%1,773,740$24,654,986$11,582,522-$13,072,464-53.02%
First Eagle U.S. ValueJean-Marie Eveillard0.03%1,248,507$17,354,247$8,152,751-$9,201,496-53.02%
Polen Capital ManagementDavid M. Polen0.01%70,292$977,059$459,007-$518,052-53.02%
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Frequently asked questions about ADTN

  • Who are the largest superinvestors holding ADTN?

    The largest superinvestors holding ADTN in the latest SEC Form 13F filings include Renaissance Technologies LLC, First Eagle U.S. Value, and Polen Capital Management. InsiderSet ranks these superinvestors by their latest reported ADTN position.

  • What does the ADTN superinvestors page include?

    This page tracks ADTN positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. ADTRAN HOLDINGS INC (ADTN) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.

  • How many superinvestors hold ADTN?

    InsiderSet currently tracks 3 superinvestors reporting ADTN holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own ADTN.

  • How much ADTN stock do superinvestors hold?

    Superinvestors tracked by InsiderSet disclosed approximately $42.99M in ADTN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.

  • When were ADTN superinvestor holdings last updated?

    The latest ADTN superinvestor holdings on InsiderSet are 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 holdings.

  • Are superinvestor ADTN holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its ADTN position after the reporting date.

  • Are superinvestors buying or selling ADTN?

    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 have superinvestor ADTN holdings changed over time?

    InsiderSet tracks ADTN holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.