| 0.00% |
| 4 | STATE STREET CORP | 3.1M | $42.9M | +31.1% | 3.806% | 0.00% |
| 5 | ROYCE & ASSOCIATES LP | 3.0M | $41.3M | -4.9% | 3.670% | 0.33% |
| 6 | UBS Group AG | 2.9M | $40.9M | +1080.3% | 3.631% | 0.01% |
| 7 | TWO SIGMA INVESTMENTS, LP | 2.9M | $40.3M | +157.8% | 3.576% | 0.03% |
| 8 | MILLENNIUM MANAGEMENT LLC | 2.7M | $37.8M | +43.6% | 3.362% | 0.01% |
| 9 | DnB Asset Management AS | 2.6M | $36.4M | -16.1% | 3.234% | 0.10% |
| 10 | JPMORGAN CHASE & CO | 2.6M | $36.1M | +72.7% | 3.238% | 0.00% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 2.0M | $27.2M | +7.6% | 2.417% | 0.00% |
| 12 | MORGAN STANLEY | 1.8M | $24.9M | -2.2% | 2.213% | 0.00% |
| 13 | RENAISSANCE TECHNOLOGIES LLC | 1.8M | $24.7M | +774.2% | 2.190% | 0.03% |
| 14 | Boston Partners | 1.7M | $22.7M | +39.8% | 2.038% | 0.02% |
| 15 | Qube Research & Technologies Ltd | 1.4M | $19.4M | +418.2% | 1.727% | 0.02% |
| 16 | DIMENSIONAL FUND ADVISORS LP | 1.4M | $19.0M | +2.2% | 1.687% | 0.00% |
| 17 | First Eagle Investment Management, LLC | 1.2M | $17.4M | -8.8% | 1.541% | 0.01% |
| 18 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.1M | $15.3M | -44.8% | 1.357% | 0.05% |
| 19 | D. E. Shaw & Co., Inc. | 1.1M | $15.2M | -10.4% | 1.348% | 0.01% |
| 20 | GOLDMAN SACHS GROUP INC | 1.0M | $14.5M | +7.7% | 1.290% | 0.00% |
| 21 | MARSHALL WACE, LLP | 1.0M | $14.4M | +16.5% | 1.282% | 0.01% |
| 22 | FMR LLC | 1.0M | $14.1M | +64.3% | 1.248% | 0.00% |
| 23 | Assenagon Asset Management S.A. | 918K | $12.8M | +100.4% | 1.133% | 0.01% |
| 24 | Divisar Capital Management LLC | 852K | $11.8M | -51.9% | 1.051% | 2.73% |
| 25 | FEDERATED HERMES, INC. | 850K | $11.8M | -7.9% | 1.049% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in ADTN — a direct measure of their conviction.
| 71.78% |
| 4.35 pp |
| $486M |
| 1.4% |
| Q4 2024 | 159 | +6.7% | 76.13% | +6.09 pp | $493M | +54% |
| Q3 2024 | 149 | — | 70.04% | — | $319M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
49 institutions opened new positions in ADTN during Q2 2026, while 28 fully exited. 137 added to existing positions and 54 trimmed.
ADTN institutional ownership rose by 6.88 percentage points quarter-over-quarter, with a net change of +24 holders.
The top 10 institutions account for 43.9% of all reported 13F value in ADTN, and the top 25 account for 67.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
ADTRAN Holdings Inc. (ADTN) Institutional Ownership