ADTRAN Holdings Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 8.19 M | $71.16 M | -2.32% | 10.27% |
| BLACKROCK, INC. | 02/12/2026 | 8.13 M | $70.61 M | -1.79% | 10.20% |
| DNB ASSET MANAGEMENT AS | 02/05/2026 | 3.12 M | $27.14 M | 7.57% | 3.92% |
| DIVISAR CAPITAL MANAGEMENT LLC | 02/17/2026 | 2.99 M | $25.95 M | -7.06% | 3.75% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 2.69 M | $23.42 M | 371.16% | 3.38% |
| ROYCE & ASSOCIATES LP | 02/09/2026 | 2.60 M | $22.57 M | 7.73% | 3.26% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 02/09/2026 | 2.48 M | $21.54 M | -9.42% | 3.11% |
| STATE STREET CORP | 02/13/2026 | 1.99 M | $17.26 M | 4.55% | 2.49% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 1.77 M | $15.35 M | -0.23% | 2.22% |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 02/17/2026 | 1.45 M | $12.58 M | 23.19% | 1.82% |
| MORGAN STANLEY | 02/13/2026 | 1.34 M | $11.68 M | 69.31% | 1.69% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 02/04/2026 | 1.24 M | $10.73 M | 2.15% | 1.55% |
| D. E. SHAW & CO., INC. | 02/17/2026 | 1.20 M | $10.42 M | 269.00% | 1.50% |
| PARADIGM CAPITAL MANAGEMENT INC/NY | 02/12/2026 | 1.13 M | $9.82 M | 527.73% | 1.42% |
| ASSENAGON ASSET MANAGEMENT S.A. | 01/09/2026 | 1.13 M | $9.81 M | 21.05% | 1.42% |
| BARCLAYS PLC | 02/13/2026 | 1.13 M | $9.78 M | 39.61% | 1.41% |
| OPHIR ASSET MANAGEMENT PTY LTD | 02/17/2026 | 1.07 M | $9.29 M | -11.23% | 1.34% |
| TIETON CAPITAL MANAGEMENT, LLC | 02/10/2026 | 988.38 K | $8.59 M | -0.08% | 1.24% |
| TUDOR INVESTMENT CORP ET AL | 02/17/2026 | 947.51 K | $8.23 M | 5.62% | 1.19% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 888.18 K | $7.72 M | 106.06% | 1.11% |
| FEDERATED HERMES, INC. | 02/12/2026 | 866.43 K | $7.53 M | 12.11% | 1.09% |
| SG AMERICAS SECURITIES, LLC | 01/09/2026 | 857.04 K | $7.45 M | 324.31% | 1.08% |
| SQUAREPOINT OPS LLC | 02/13/2026 | 797.44 K | $6.93 M | 16.92% | 1.00% |
| KOVACK ADVISORS, INC. | 02/17/2026 | 753.55 K | $6.55 M | 6.45% | 0.95% |
| WESTERLY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 700.00 K | $6.08 M | -23.93% | 0.88% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 686.94 K | $5.97 M | -0.22% | 0.86% |
| NOMURA HOLDINGS INC | 02/17/2026 | 681.35 K | $5.92 M | 100.00% | 0.85% |
| NORTHERN TRUST CORP | 02/17/2026 | 642.46 K | $5.58 M | -4.66% | 0.81% |
| 1492 CAPITAL MANAGEMENT LLC | 02/10/2026 | 585.28 K | $5.09 M | 1.86% | 0.73% |
| HRT FINANCIAL LP | 02/12/2026 | 546.16 K | $4.75 M | -12.03% | 0.69% |
| ALYESKA INVESTMENT GROUP, L.P. | 02/13/2026 | 545.46 K | $4.74 M | -49.68% | 0.68% |
| ROYAL BANK OF CANADA | 02/17/2026 | 535.72 K | $4.66 M | 6,125.68% | 0.67% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 521.22 K | $4.53 M | -19.09% | 0.65% |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 02/10/2026 | 494.25 K | $4.30 M | -3.64% | 0.62% |
| ATOM INVESTORS LP | 02/17/2026 | 439.95 K | $3.82 M | 146.87% | 0.55% |
| JPMORGAN CHASE & CO | 02/11/2026 | 435.18 K | $3.78 M | -46.50% | 0.55% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 425.29 K | $3.70 M | 746.15% | 0.53% |
| SEI INVESTMENTS CO | 02/13/2026 | 421.85 K | $3.67 M | 100.00% | 0.53% |
| POINT72 ASSET MANAGEMENT, L.P. | 02/17/2026 | 421.39 K | $3.66 M | 249.12% | 0.53% |
| ALGERT GLOBAL LLC | 02/17/2026 | 387.33 K | $3.37 M | 69.76% | 0.49% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2026 | 365.23 K | $3.17 M | -1.45% | 0.46% |
| MACKENZIE FINANCIAL CORP | 02/18/2026 | 361.61 K | $3.19 M | 33.85% | 0.45% |
| TREXQUANT INVESTMENT LP | 02/17/2026 | 359.05 K | $3.12 M | -47.28% | 0.45% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 348.40 K | $3.03 M | 33.23% | 0.44% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 347.29 K | $3.02 M | 298.92% | 0.44% |
| JANE STREET GROUP, LLC | 02/12/2026 | 343.95 K | $2.99 M | -22.08% | 0.43% |
| WHITE PINE CAPITAL LLC | 02/09/2026 | 340.50 K | $2.96 M | 47.75% | 0.43% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 326.63 K | $2.84 M | -24.09% | 0.41% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 296.23 K | $2.57 M | -0.02% | 0.37% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 284.50 K | $2.47 M | 100.00% | 0.36% |
ADTRAN Holdings Inc institutional Ownership - FAQ's
During the previous two years, 344 institutional investors and hedge funds held shares of ADTRAN Holdings Inc. The most heavily invested institutionals were:
ROYCE & ASSOCIATES LP: 3.13 M
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC: 1.99 M
First Eagle Investment Management, LLC: 1.37 M
DIMENSIONAL FUND ADVISORS LP: 1.34 M
SG Americas Securities, LLC: 1.32 M
Boston Partners: 1.18 M
88.28% of ADTRAN Holdings Inc stock is owned by institutional investors.
Institutional investors have bought a total of 93.62 M shares in the last 24 months. This purchase volume represents approximately $900.66 M in transactions.