ADTRAN Holdings ADTN Institutional Ownership

NASDAQ ADTN

$6.53 -0.16 (-2.47%)

As of: Oct 22, 2026 · 10:38 AM EDT

Institutions by Trading Activity

250 Institutions

Increased 146 58.4%

Unchanged 29 11.6%

Reduced 75 30.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

—

13F totals exceed reported shares outstanding

Shares Held by Institutions

84.03Mn

of 81.20Mn outstanding

▲+7.27% QoQ

Shares Outstanding

81.20Mn

Institutional Investors

250

filed 13F for Jun 2026

▲+24 vs prior quarter

Net Shares Added (QoQ)

+5.69Mn

accumulated since last quarter

Value of Holdings

$552.91Mn

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

Updated Oct 11, 2026

ADTRAN Holdings, Inc. (NASDAQ:ADTN) was reported as a holding by 250 institutional investors in 13F filings for the quarter ended June 30, 2026.

Total shares held in ADTN rose 7.27% from Q1 2026; the number of holders rose 32.28% from Q2 2025.
Looking at the 250 holders of ADTN individually, 146 added to their positions, 75 reduced their stakes and 29 left their positions unchanged.
Altogether, institutional holders owned 84.03Mn ADTN shares at the end of Q2 2026, up 5.69Mn from the prior quarter and up 26.83Mn from a year earlier.
As of June 30, 2026, BlackRock, Inc. held the largest stake in ADTRAN Holdings with 7.84Mn shares.
Among existing holders, the largest additions to ADTRAN Holdings in Q2 2026 came from UBS Group AG (+2.69Mn shares), Two Sigma Investments, LP (+1.77Mn shares), Renaissance Technologies LLC (+1.57Mn shares), Qube Research & Technologies Ltd (+1.13Mn shares) and JPMorgan Chase & Co (+1.1Mn shares).
Holders that trimmed the most shares of ADTRAN Holdings in Q2 2026 while keeping a position were SG Americas Securities, LLC (-1.08Mn shares), Divisar Capital Management LLC (-917.91K shares), William Blair Investment Management, LLC (-890.51K shares), Needham Investment Management LLC (-778.5K shares) and Invesco Ltd. (-754.23K shares).
Per Business Quant data, the 10 largest holders of ADTRAN Holdings at the end of Q2 2026 were BlackRock, Inc. (7.84Mn shares), Vanguard Portfolio Management LLC (5.14Mn shares), Vanguard Capital Management LLC (3.51Mn shares), State Street Corp (3.08Mn shares), Royce & Associates LP (2.97Mn shares), UBS Group AG (2.94Mn shares), Two Sigma Investments, LP (2.9Mn shares), Millennium Management LLC (2.72Mn shares), JPMorgan Chase & Co (2.62Mn shares) and DnB Asset Management AS (2.62Mn shares).

Form 13F Holdings

250 Institutional Holders

Report period 30 Jun, 2026

Total shares held 84.03Mn

Of outstanding —

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	7,836,196	9.65%	▼4,058	-0.05%	$108.92Mn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	5,135,649	6.33%	▲364,197	+7.63%	$71.39Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	3,510,271	4.32%	▲84,041	+2.45%	$48.79Mn
4	State Street Corp	0000093751	3,082,794	3.80%	▲732,057	+31.14%	$42.85Mn
5	ROYCE & ASSOCIATES LP	0000906304	2,972,917	3.66%	▼154,486	-4.94%	$41.32Mn
6	UBS Group AG	0001610520	2,940,724	3.62%	▲2,691,567	+1,080.27%	$40.88Mn
7	TWO SIGMA INVESTMENTS, LP	0001179392	2,896,353	3.57%	▲1,772,829	+157.79%	$40.26Mn
8	MILLENNIUM MANAGEMENT LLC	0001273087	2,722,820	3.35%	▲826,409	+43.58%	$37.85Mn
9	Jpmorgan Chase & Co	0000019617	2,623,057	3.23%	▲1,104,360	+72.72%	$36.07Mn
10	DnB Asset Management AS	0001456670	2,619,389	3.23%	▼504,290	-16.14%	$36.41Mn
11	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,958,052	2.41%	▲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	2.18%	▲1,570,841	+774.20%	$24.65Mn
14	Boston Partners	0001386060	1,651,038	2.03%	▲469,724	+39.76%	$22.72Mn
15	Qube Research & Technologies Ltd	0001729829	1,398,913	1.72%	▲1,128,968	+418.22%	$19.44Mn
16	DIMENSIONAL FUND ADVISORS LP	0000354204	1,366,243	1.68%	▲29,215	+2.19%	$18.99Mn
17	First Eagle Investment Management, LLC	0001325447	1,248,507	1.54%	▼120,200	-8.78%	$17.35Mn
18	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	0001644956	1,099,019	1.35%	▼890,511	-44.76%	$15.28Mn
19	D. E. Shaw & Co., Inc.	0001009207	1,091,898	1.34%	▼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 250 holders