ADTRAN Holdings, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/07/2025 | 8.38 M | $78.64 M | 2.66% | 10.51% |
| BLACKROCK, INC. | 11/12/2025 | 8.27 M | $77.60 M | 2.67% | 10.37% |
| DIVISAR CAPITAL MANAGEMENT LLC | 11/14/2025 | 3.21 M | $30.14 M | -24.03% | 4.03% |
| DNB ASSET MANAGEMENT AS | 11/12/2025 | 2.90 M | $27.24 M | 6.39% | 3.64% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 11/12/2025 | 2.74 M | $25.67 M | -5.72% | 3.43% |
| ROYCE & ASSOCIATES LP | 11/12/2025 | 2.41 M | $22.61 M | 14.69% | 3.02% |
| STATE STREET CORP | 11/14/2025 | 1.90 M | $17.82 M | 2.37% | 2.38% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 1.77 M | $16.61 M | 1.19% | 2.22% |
| CITADEL ADVISORS LLC | 11/14/2025 | 1.22 M | $11.43 M | 200.92% | 1.53% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 11/12/2025 | 1.21 M | $11.34 M | 6.67% | 1.52% |
| OPHIR ASSET MANAGEMENT PTY LTD | 11/14/2025 | 1.20 M | $11.30 M | 100.00% | 1.51% |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 11/14/2025 | 1.18 M | $11.02 M | 4.91% | 1.47% |
| ALYESKA INVESTMENT GROUP, L.P. | 11/17/2025 | 1.08 M | $10.17 M | 100.00% | 1.36% |
| TIETON CAPITAL MANAGEMENT, LLC | 11/12/2025 | 989.12 K | $9.28 M | 3.85% | 1.24% |
| ASSENAGON ASSET MANAGEMENT S.A. | 10/07/2025 | 932.68 K | $8.75 M | 691.64% | 1.17% |
| WESTERLY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 920.22 K | $8.63 M | -5.62% | 1.15% |
| TUDOR INVESTMENT CORP ET AL | 11/14/2025 | 897.12 K | $8.41 M | 434.25% | 1.12% |
| JPMORGAN CHASE & CO | 11/26/2025 | 813.36 K | $7.63 M | 78.18% | 1.02% |
| BARCLAYS PLC | 11/12/2025 | 806.34 K | $7.56 M | 35.61% | 1.01% |
| MORGAN STANLEY | 11/14/2025 | 793.54 K | $7.44 M | -15.94% | 1.00% |
| SCHONFELD STRATEGIC ADVISORS LLC | 11/14/2025 | 786.82 K | $7.38 M | 5,809.74% | 0.99% |
| FEDERATED HERMES, INC. | 11/03/2025 | 772.85 K | $7.25 M | 0.67% | 0.97% |
| KOVACK ADVISORS, INC. | 11/10/2025 | 707.90 K | $6.64 M | -0.88% | 0.89% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 688.44 K | $6.46 M | 0.93% | 0.86% |
| SQUAREPOINT OPS LLC | 11/14/2025 | 682.06 K | $6.40 M | 8.12% | 0.86% |
| TREXQUANT INVESTMENT LP | 11/14/2025 | 681.09 K | $6.39 M | 134.89% | 0.85% |
| NORTHERN TRUST CORP | 11/14/2025 | 673.87 K | $6.32 M | -0.52% | 0.85% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 644.24 K | $6.04 M | 25.78% | 0.81% |
| HRT FINANCIAL LP | 11/14/2025 | 620.87 K | $5.82 M | 172.86% | 0.78% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 11/14/2025 | 585.15 K | $5.49 M | 109.78% | 0.73% |
| GRANAHAN INVESTMENT MANAGEMENT, LLC | 11/14/2025 | 582.49 K | $5.46 M | 190.78% | 0.73% |
| 1492 CAPITAL MANAGEMENT LLC | 11/13/2025 | 574.59 K | $5.39 M | 21.48% | 0.72% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 571.96 K | $5.36 M | 177.06% | 0.72% |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 11/10/2025 | 512.92 K | $4.81 M | -4.01% | 0.64% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 444.27 K | $4.17 M | 256.81% | 0.56% |
| JANE STREET GROUP, LLC | 11/14/2025 | 441.44 K | $4.14 M | 100.00% | 0.55% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 431.04 K | $4.04 M | -2.04% | 0.54% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 430.26 K | $4.04 M | -33.43% | 0.54% |
| MAN GROUP PLC | 11/14/2025 | 430.09 K | $4.03 M | 9.49% | 0.54% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/13/2025 | 370.61 K | $3.48 M | 33.40% | 0.46% |
| MARSHALL WACE, LLP | 11/13/2025 | 358.05 K | $3.36 M | -56.15% | 0.45% |
| NIERENBERG INVESTMENT MANAGEMENT COMPANY, INC. | 11/12/2025 | 343.11 K | $3.22 M | 0.00% | 0.43% |
| D. E. SHAW & CO., INC. | 11/14/2025 | 324.87 K | $3.05 M | 100.00% | 0.41% |
| UBS GROUP AG | 11/13/2025 | 316.77 K | $2.97 M | 8.01% | 0.40% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 296.29 K | $2.78 M | -11.19% | 0.37% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 284.36 K | $2.67 M | -58.59% | 0.36% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2025 | 277.95 K | $2.61 M | 100.00% | 0.35% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 271.63 K | $2.55 M | -59.39% | 0.34% |
| MACKENZIE FINANCIAL CORP | 11/13/2025 | 270.15 K | $2.53 M | 17.90% | 0.34% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 261.51 K | $2.45 M | 286.26% | 0.33% |
ADTRAN Holdings, Inc. institutional Ownership - FAQ's
During the previous two years, 322 institutional investors and hedge funds held shares of ADTRAN Holdings, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 8.38 M
BlackRock, Inc.: 8.27 M
Divisar Capital Management LLC: 3.21 M
DnB Asset Management AS: 2.9 M
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC: 2.74 M
ROYCE & ASSOCIATES LP: 2.41 M
84.64% of ADTRAN Holdings, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 86.22 M shares in the last 24 months. This purchase volume represents approximately $797.58 M in transactions.