ADTRAN Holdings Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 7.84 M | $108.92 M | -0.05% | 9.76% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 5.14 M | $71.39 M | 7.63% | 6.39% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 3.51 M | $48.79 M | 2.45% | 4.37% |
| STATE STREET CORP | 08/07/2026 | 3.08 M | $42.85 M | 31.14% | 3.84% |
| ROYCE & ASSOCIATES LP | 08/14/2026 | 2.97 M | $41.32 M | -4.94% | 3.70% |
| UBS GROUP AG | 08/13/2026 | 2.94 M | $40.88 M | 1,080.27% | 3.66% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 2.90 M | $40.26 M | 157.79% | 3.61% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 2.72 M | $37.85 M | 43.58% | 3.39% |
| JPMORGAN CHASE & CO | 08/12/2026 | 2.62 M | $36.07 M | 72.72% | 3.27% |
| DNB ASSET MANAGEMENT AS | 08/11/2026 | 2.62 M | $36.41 M | -16.14% | 3.26% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 1.96 M | $27.22 M | 7.64% | 2.44% |
| MORGAN STANLEY | 08/13/2026 | 1.79 M | $24.92 M | -2.19% | 2.23% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 1.77 M | $24.65 M | 774.20% | 2.21% |
| BOSTON PARTNERS | 08/04/2026 | 1.65 M | $22.72 M | 39.76% | 2.06% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 1.40 M | $19.44 M | 418.22% | 1.74% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 1.37 M | $18.99 M | 2.19% | 1.70% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 08/05/2026 | 1.25 M | $17.35 M | -8.78% | 1.55% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 08/12/2026 | 1.10 M | $15.28 M | -44.76% | 1.37% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 1.09 M | $15.18 M | -10.42% | 1.36% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 1.05 M | $14.53 M | 7.66% | 1.30% |
| MARSHALL WACE, LLP | 08/13/2026 | 1.04 M | $14.43 M | 16.46% | 1.29% |
| FMR LLC | 08/13/2026 | 1.01 M | $14.06 M | 64.31% | 1.26% |
| ASSENAGON ASSET MANAGEMENT S.A. | 08/21/2026 | 917.75 K | $12.76 M | 100.40% | 1.14% |
| DIVISAR CAPITAL MANAGEMENT LLC | 08/14/2026 | 851.53 K | $11.84 M | -51.88% | 1.06% |
| FEDERATED HERMES, INC. | 08/12/2026 | 849.97 K | $11.81 M | -7.87% | 1.06% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 845.42 K | $11.75 M | 130.22% | 1.05% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 786.87 K | $10.94 M | 72.69% | 0.98% |
| POINT72 ASSET MANAGEMENT, L.P. | 08/14/2026 | 764.78 K | $10.63 M | 35.41% | 0.95% |
| HEARTLAND ADVISORS INC | 08/11/2026 | 750.00 K | $10.43 M | 0.00% | 0.93% |
| NORTHERN TRUST CORP | 08/13/2026 | 734.96 K | $10.22 M | 11.48% | 0.92% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 714.07 K | $9.93 M | 14.41% | 0.89% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 714.07 K | $9.93 M | 100.00% | 0.89% |
| NUVEEN, LLC | 08/11/2026 | 700.15 K | $9.73 M | 108.88% | 0.87% |
| KOVACK ADVISORS, INC. | 07/29/2026 | 696.21 K | $9.50 M | -5.41% | 0.87% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 671.40 K | $9.33 M | -20.44% | 0.84% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/13/2026 | 629.12 K | $8.74 M | 12.27% | 0.78% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 625.25 K | $8.69 M | 65.16% | 0.78% |
| SQUAREPOINT OPS LLC | 08/14/2026 | 617.39 K | $8.58 M | -30.47% | 0.77% |
| NORGES BANK | 08/12/2026 | 575.40 K | $8.00 M | 100.00% | 0.72% |
| 1492 CAPITAL MANAGEMENT LLC | 08/11/2026 | 573.13 K | $7.97 M | -8.30% | 0.71% |
| TIETON CAPITAL MANAGEMENT, LLC | 08/10/2026 | 570.54 K | $7.93 M | -44.88% | 0.71% |
| HRT FINANCIAL LP | 08/14/2026 | 561.19 K | $7.80 M | -1.22% | 0.70% |
| TUDOR INVESTMENT CORP ET AL | 08/14/2026 | 541.46 K | $7.53 M | -17.33% | 0.67% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 540.88 K | $7.52 M | 3.51% | 0.67% |
| COUNTERPOINT MUTUAL FUNDS LLC | 07/20/2026 | 529.87 K | $7.37 M | 1,519.35% | 0.66% |
| HENNESSY ADVISORS INC | 07/16/2026 | 526.30 K | $7.32 M | 100.00% | 0.66% |
| ROYAL BANK OF CANADA | 08/14/2026 | 504.23 K | $7.01 M | 10.24% | 0.63% |
| NOMURA HOLDINGS INC | 08/14/2026 | 502.32 K | $6.98 M | 8.22% | 0.63% |
| WESTERLY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 500.00 K | $6.95 M | -37.50% | 0.62% |
| BARCLAYS PLC | 08/14/2026 | 479.20 K | $6.66 M | -48.35% | 0.60% |
ADTRAN Holdings Inc institutional Ownership - FAQ's
During the previous two years, 371 institutional investors and hedge funds held shares of ADTRAN Holdings Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 7.84 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 5.14 M
VANGUARD CAPITAL MANAGEMENT LLC: 3.51 M
STATE STREET CORP: 3.08 M
ROYCE & ASSOCIATES LP: 2.97 M
UBS Group AG: 2.94 M
105.34% of ADTRAN Holdings Inc stock is owned by institutional investors.
Institutional investors have bought a total of 112.04 M shares in the last 24 months. This purchase volume represents approximately $1.08 B in transactions.