ADTRAN HOLDINGS INC ADTN
$12.71
-6.8% 52w: $7.25 – $19.40
Latest 13F among current holders filed 8 days ago (Aug 25, 2026)
Price — last 12 months
research preview data7.2513.3219.40
Aug 18, 2025 Jul 2, 2026
Institutional holders
228
+15 QoQ
13F value
$992.8M
+62.2% QoQ
Smart-money holders
12
signal tier ≥ 2
New smart buyers
5
Q1 2026
Options barometer
1.9×
$1.8M calls / $943K puts
Institutional value by quarter
Number of holders
Who owns ADTN?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 7.8M | $98.6M | 0.0% | -3.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 4.8M | $60.0M | — | — |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 3.4M | $43.1M | — | — |
| ROYCE & ASSOCIATES LP | Other | 3.1M | $39.3M | — | +20.4% |
| DNB Asset Management AS | Other | 3.1M | $39.3M | — | Held |
| STATE STREET CORP | Index provider | 2.4M | $29.6M | 0.0% | +18.4% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Other | 2.0M | $25.0M | — | -19.7% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 1.9M | $23.9M | 0.0% | -29.6% |
| MORGAN STANLEY | Bank broker | 1.8M | $23.1M | 0.0% | +36.4% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 1.8M | $22.9M | — | +3.0% |
| Divisar Capital Management LLC ★3 | Fundamental concentrated | 1.8M | $22.3M | — | -40.7% |
| JPMORGAN CHASE & CO | Bank broker | 1.5M | $18.5M | 0.0% | +249.0% |
| First Eagle Investment Management, LLC | Other | 1.4M | $17.2M | 0.0% | +10.8% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 1.3M | $16.8M | — | +50.5% |
| SG Americas Securities, LLC | Diversified mechanical | 1.3M | $16.6M | 0.0% | +53.6% |
| NEEDHAM INVESTMENT MANAGEMENT LLC | Other | 1.2M | $15.5M | — | -15.1% |
| Shannon River Fund Management LLC ★2 | Fundamental concentrated | 1.2M | $15.3M | — | New |
| D. E. Shaw & Co., Inc. | Quant stat arb | 1.2M | $15.3M | 0.0% | +1.7% |
| Boston Partners | Other | 1.2M | $14.9M | 0.0% | New |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 1.1M | $14.1M | 0.0% | +1492.9% |
| SEI INVESTMENTS CO | Diversified mechanical | 1.1M | $13.9M | 0.0% | +162.0% |
| Tieton Capital Management, LLC ★2 | Fundamental diversified | 1.0M | $13.0M | — | +4.7% |
| Invesco Ltd. | Index provider | 991.0K | $12.5M | 0.0% | +301.5% |
| GOLDMAN SACHS GROUP INC | Bank broker | 970.7K | $12.2M | 0.0% | +86.2% |
| BARCLAYS PLC | Bank broker | 927.8K | $11.7M | 0.0% | -17.6% |
| FEDERATED HERMES, INC. | Diversified mechanical | 922.6K | $11.6M | — | +6.5% |
| MARSHALL WACE, LLP | Quant stat arb | 891.5K | $11.2M | — | New |
| Squarepoint Ops LLC | Quant stat arb | 888.0K | $11.2M | 0.0% | +11.4% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 843.9K | $10.6M | 0.0% | +256.2% |
| WESTERLY CAPITAL MANAGEMENT, LLC ★2 | Fundamental concentrated | 800.0K | $10.1M | — | +14.3% |
| HEARTLAND ADVISORS INC | Other | 750.0K | $9.4M | — | New |
| Kovack Advisors, Inc. | Other | 736.0K | $9.4M | 0.5% | -2.3% |
| PARADIGM CAPITAL MANAGEMENT INC/NY ★2 | Fundamental diversified | 733.2K | $9.2M | — | -35.1% |
| Trexquant Investment LP | Diversified mechanical | 684.9K | $8.6M | — | +90.8% |
| NORTHERN TRUST CORP | Index provider | 659.2K | $8.3M | 0.0% | +2.6% |
| WHITE PINE CAPITAL LLC | Other | 656.0K | $8.3M | 1.1% | +92.7% |
| TUDOR INVESTMENT CORP ET AL | Quant stat arb | 654.9K | $8.2M | 0.0% | -30.9% |
| 1492 Capital Management LLC | Other | 625.0K | $7.9M | — | +6.8% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 624.1K | $7.9M | — | -9.1% |
| FMR LLC | Long only active | 615.4K | $7.7M | 0.0% | +211.0% |
| HRT FINANCIAL LP | Diversified mechanical | 568.1K | $7.1M | 0.0% | +4.0% |
| Point72 Asset Management, L.P. | Multistrat pod | 564.8K | $7.1M | 0.0% | +34.0% |
| Connor, Clark & Lunn Investment Management Ltd. | Diversified mechanical | 560.3K | $7.0M | — | +53.4% |
| Kerrisdale Advisers, LLC ★2 | Fundamental diversified | 552.0K | $6.9M | — | New |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 522.5K | $6.6M | — | — |
| NOMURA HOLDINGS INC | Bank broker | 464.2K | $5.8M | — | -31.9% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Other | 461.7K | $5.8M | 0.0% | +680.0% |
| Assenagon Asset Management S.A. | Diversified mechanical | 458.0K | $5.8M | — | -59.4% |
| ROYAL BANK OF CANADA | Bank broker | 457.4K | $5.8M | 0.0% | -14.6% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Quant stat arb | 455.6K | $5.7M | 0.0% | +60.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
Explore related
Top funds holding ADTN
More technology stocks held by institutions