ADTRAN Holdings ADTN Institutional Ownership

NASDAQ ADTN

$7.07 +0.24 (+3.44%)

At close: Oct 1, 2026 · 4:00 PM EDT

Institutions by Trading Activity

251 Institutions

Increased 146 58.2%

Unchanged 30 12.0%

Reduced 75 29.9%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

104.59%

▲+7.06 pp QoQ

Shares Held by Institutions

84.66Mn

of 80.95Mn outstanding

▲+12.96% QoQ

Shares Outstanding

80.95Mn

-3.71Mn held outside 13F filers

Institutional Investors

251

filed 13F for Jun 2026

▲+24 vs prior quarter

Net Shares Added (QoQ)

+9.71Mn

accumulated since last quarter

Value of Holdings

$579.08Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

ADTRAN Holdings, Inc. (NASDAQ:ADTN) has 251 institutional investors with active 13F positions as of June 2026.

These investors collectively held 104.6% of ADTRAN Holdings's outstanding shares in June 2026, up from 97.5% in March 2026.
They increased total shares held in ADTRAN Holdings by 12.96% from last quarter, and the number of investors in ADTN increased 30.73% annually.
During the quarter, 146 of these 251 funds increased positions in ADTN, 75 reduced exposure, and 30 held steady.
Combined, these investors held 84.66Mn shares in ADTN for June 2026, up by 9.71Mn shares quarter on quarter, and up 27.47Mn shares year over year.
BlackRock, Inc. leads ownership in ADTN with 7.84Mn shares as of June 30, 2026, equal to 9.68% of outstanding shares.
The largest buyers of ADTRAN Holdings for the quarter ending June 2026 were UBS Group AG (2.69Mn), TWO SIGMA INVESTMENTS, LP (1.77Mn), RENAISSANCE TECHNOLOGIES LLC (1.57Mn), Qube Research & Technologies Ltd (1.13Mn), Jpmorgan Chase & Co (1.1Mn).
Top sellers of ADTN stock for the quarter ending June 2026 included SG Americas Securities, LLC (1.08Mn), Divisar Capital Management LLC (917.91K), WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC (890.51K), NEEDHAM INVESTMENT MANAGEMENT LLC (778.5K), Invesco Ltd. (754.23K).
Business Quant data shows the 10 biggest positions in ADTRAN Holdings as of June 2026 are held by BlackRock, Inc. (7.84Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (5.14Mn), VANGUARD CAPITAL MANAGEMENT LLC (3.51Mn), State Street Corp (3.08Mn), ROYCE & ASSOCIATES LP (2.97Mn), UBS Group AG (2.94Mn), TWO SIGMA INVESTMENTS, LP (2.9Mn), MILLENNIUM MANAGEMENT LLC (2.72Mn), Jpmorgan Chase & Co (2.62Mn), DnB Asset Management AS (2.62Mn).

Form 13F Holdings

251 Institutional Holders

Report period 30 Jun, 2026

Total shares held 84.66Mn

Of outstanding 104.59%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	7,836,196	9.68%	▼4,058	-0.05%	$108.92Mn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	5,135,649	6.34%	▲364,197	+7.63%	$71.39Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	3,510,271	4.34%	▲84,041	+2.45%	$48.79Mn
4	State Street Corp	0000093751	3,082,794	3.81%	▲732,057	+31.14%	$42.85Mn
5	ROYCE & ASSOCIATES LP	0000906304	2,972,917	3.67%	▼154,486	-4.94%	$41.32Mn
6	UBS Group AG	0001610520	2,940,724	3.63%	▲2,691,567	+1,080.27%	$40.88Mn
7	TWO SIGMA INVESTMENTS, LP	0001179392	2,896,353	3.58%	▲1,772,829	+157.79%	$40.26Mn
8	MILLENNIUM MANAGEMENT LLC	0001273087	2,722,820	3.36%	▲826,409	+43.58%	$37.85Mn
9	Jpmorgan Chase & Co	0000019617	2,623,057	3.24%	▲1,104,360	+72.72%	$36.07Mn
10	DnB Asset Management AS	0001456670	2,619,389	3.24%	▼504,290	-16.14%	$36.41Mn
11	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,958,052	2.42%	▲138,929	+7.64%	$27.22Mn
12	Morgan Stanley	0000895421	1,792,752	2.21%	▼40,120	-2.19%	$24.92Mn
13	RENAISSANCE TECHNOLOGIES LLC	0001037389	1,773,740	2.19%	▲1,570,841	+774.20%	$24.65Mn
14	Boston Partners	0001386060	1,651,038	2.04%	▲469,724	+39.76%	$22.72Mn
15	Qube Research & Technologies Ltd	0001729829	1,398,913	1.73%	▲1,128,968	+418.22%	$19.44Mn
16	DIMENSIONAL FUND ADVISORS LP	0000354204	1,366,243	1.69%	▲29,215	+2.19%	$18.99Mn
17	First Eagle Investment Management, LLC	0001325447	1,248,507	1.54%	▼1,488,907	-54.39%	$17.35Mn
18	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	0001644956	1,099,019	1.36%	▼890,511	-44.76%	$15.28Mn
19	D. E. Shaw & Co., Inc.	0001009207	1,091,898	1.35%	▼127,071	-10.42%	$15.18Mn
20	Goldman Sachs Group Inc	0000886982	1,045,037	1.29%	▲74,330	+7.66%	$14.53Mn

Showing 1 to 20 of 251 holders