ADTRAN Holdings Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 7.84 M | $98.63 M | -3.51% | 9.82% |
| 05/08/2026 | 4.77 M | $60.02 M | 100.00% | 5.97% | |
| 05/15/2026 | 3.43 M | $43.10 M | 100.00% | 4.29% | |
| ROYCE & ASSOCIATES LP | 05/12/2026 | 3.13 M | $39.34 M | 20.42% | 3.92% |
| DNB ASSET MANAGEMENT AS | 05/14/2026 | 3.12 M | $39.30 M | 0.00% | 3.91% |
| STATE STREET CORP | 05/15/2026 | 2.35 M | $29.57 M | 18.37% | 2.94% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 05/08/2026 | 1.99 M | $25.03 M | -19.73% | 2.49% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 1.90 M | $23.86 M | -29.63% | 2.37% |
| MORGAN STANLEY | 05/15/2026 | 1.83 M | $23.06 M | 36.42% | 2.29% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.82 M | $22.89 M | 3.00% | 2.28% |
| DIVISAR CAPITAL MANAGEMENT LLC | 05/15/2026 | 1.77 M | $22.26 M | -40.75% | 2.22% |
| JPMORGAN CHASE & CO | 05/13/2026 | 1.52 M | $18.51 M | 248.98% | 1.90% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 05/14/2026 | 1.37 M | $17.22 M | 10.81% | 1.71% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 1.34 M | $16.82 M | 50.54% | 1.67% |
| SG AMERICAS SECURITIES, LLC | 04/16/2026 | 1.32 M | $16.56 M | 53.56% | 1.65% |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 05/15/2026 | 1.23 M | $15.45 M | -15.13% | 1.54% |
| SHANNON RIVER FUND MANAGEMENT LLC | 05/14/2026 | 1.22 M | $15.35 M | 100.00% | 1.53% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 1.22 M | $15.33 M | 1.68% | 1.53% |
| BOSTON PARTNERS | 05/11/2026 | 1.18 M | $14.91 M | 100.00% | 1.48% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 1.12 M | $14.13 M | 1,492.91% | 1.41% |
| SEI INVESTMENTS CO | 05/13/2026 | 1.11 M | $13.90 M | 161.97% | 1.38% |
| TIETON CAPITAL MANAGEMENT, LLC | 05/08/2026 | 1.04 M | $13.02 M | 4.73% | 1.30% |
| INVESCO LTD. | 05/12/2026 | 990.99 K | $12.47 M | 301.52% | 1.24% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 970.71 K | $12.21 M | 86.24% | 1.22% |
| BARCLAYS PLC | 05/15/2026 | 927.78 K | $11.67 M | -17.58% | 1.16% |
| FEDERATED HERMES, INC. | 05/11/2026 | 922.62 K | $11.61 M | 6.48% | 1.16% |
| MARSHALL WACE, LLP | 05/15/2026 | 891.52 K | $11.22 M | 100.00% | 1.12% |
| SQUAREPOINT OPS LLC | 05/15/2026 | 887.96 K | $11.17 M | 11.35% | 1.11% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 843.92 K | $10.62 M | 256.22% | 1.06% |
| WESTERLY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 800.00 K | $10.06 M | 14.29% | 1.00% |
| HEARTLAND ADVISORS INC | 05/06/2026 | 750.00 K | $9.44 M | 100.00% | 0.94% |
| KOVACK ADVISORS, INC. | 05/13/2026 | 736.00 K | $9.37 M | -2.33% | 0.92% |
| PARADIGM CAPITAL MANAGEMENT INC/NY | 05/14/2026 | 733.20 K | $9.22 M | -35.11% | 0.92% |
| TREXQUANT INVESTMENT LP | 05/15/2026 | 684.91 K | $8.62 M | 90.76% | 0.86% |
| NORTHERN TRUST CORP | 05/14/2026 | 659.25 K | $8.29 M | 2.61% | 0.83% |
| TUDOR INVESTMENT CORP ET AL | 05/15/2026 | 654.94 K | $8.24 M | -30.88% | 0.82% |
| 1492 CAPITAL MANAGEMENT LLC | 04/22/2026 | 625.02 K | $7.86 M | 6.79% | 0.78% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 624.11 K | $7.85 M | -9.15% | 0.78% |
| FMR LLC | 05/15/2026 | 615.44 K | $7.74 M | 211.02% | 0.77% |
| HRT FINANCIAL LP | 05/14/2026 | 568.13 K | $7.15 M | 4.02% | 0.71% |
| POINT72 ASSET MANAGEMENT, L.P. | 05/15/2026 | 564.78 K | $7.10 M | 34.03% | 0.71% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 05/11/2026 | 560.35 K | $7.05 M | 53.43% | 0.70% |
| KERRISDALE ADVISERS, LLC | 05/15/2026 | 552.01 K | $6.94 M | 100.00% | 0.69% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 522.53 K | $6.57 M | 100.00% | 0.65% |
| NOMURA HOLDINGS INC | 05/15/2026 | 464.18 K | $5.84 M | -31.87% | 0.58% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 05/15/2026 | 461.68 K | $5.81 M | 679.97% | 0.58% |
| ASSENAGON ASSET MANAGEMENT S.A. | 04/20/2026 | 457.95 K | $5.76 M | -59.44% | 0.57% |
| ROYAL BANK OF CANADA | 05/15/2026 | 457.40 K | $5.75 M | -14.62% | 0.57% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 455.65 K | $5.73 M | 60.16% | 0.57% |
| CITADEL ADVISORS LLC | 05/15/2026 | 393.73 K | $4.95 M | 300.16% | 0.49% |
ADTRAN Holdings Inc institutional Ownership - FAQ's
During the previous two years, 339 institutional investors and hedge funds held shares of ADTRAN Holdings Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 7.84 M
ROYCE & ASSOCIATES LP: 3.13 M
DnB Asset Management AS: 3.12 M
STATE STREET CORP: 2.35 M
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC: 1.99 M
MILLENNIUM MANAGEMENT LLC: 1.9 M
98.30% of ADTRAN Holdings Inc stock is owned by institutional investors.
Institutional investors have bought a total of 97.50 M shares in the last 24 months. This purchase volume represents approximately $937.97 M in transactions.