ADTN ADTRAN Holdings, Inc.
ADTRAN Holdings, Inc. (ADTN) Institutional Ownership
What the institutions did with ADTN last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| ROYCE & ASSOCIATES LP | 3.1M | 23.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 1.8M | 13.3% |
| DIMENSIONAL FUND ADVISORS LP | 1.4M | 10.6% |
| CenterBook Partners LP | 1.2M | 8.8% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 894.5K | 6.7% |
| Squarepoint Ops LLC | 695.5K | 5.2% |
| BARCLAYS PLC | 489.2K | 3.7% |
| HENNESSY ADVISORS INC | 479.5K | 3.6% |
| WHITE PINE CAPITAL LLC | 440.7K | 3.3% |
| Russell Investments Group, Ltd. | 269.2K | 2.0% |
| Bank of New York Mellon Corp | 254.0K | 1.9% |
| OP Asset Management Ltd | 250.3K | 1.9% |
| DEUTSCHE BANK AG\ | 233.9K | 1.8% |
| MACKENZIE FINANCIAL CORP | 229.0K | 1.7% |
| Y-Intercept (Hong Kong) Ltd | 158.4K | 1.2% |
| Aberdeen Group plc | 134.0K | 1.0% |
| Lido Advisors, LLC | 129.4K | 1.0% |
| CITIGROUP INC | 124.6K | 0.9% |
| Creative Planning | 124.2K | 0.9% |
| Assenagon Asset Management S.A. | 95.1K | 0.7% |
| Inspire Investing, LLC | 93.8K | 0.7% |
| ACADIAN ASSET MANAGEMENT LLC | 88.9K | 0.7% |
| Koesten, Hirschmann & Crabtree, INC. | 84.9K | 0.6% |
| Counterpoint Mutual Funds LLC | 51.8K | 0.4% |
| Teza Capital Management LLC | 50.2K | 0.4% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Assenagon Asset Management S.A. | Reduced | 1.8M | 95.1K | -1.7M |
| CenterBook Partners LP | New | 0 | 1.2M | +1.2M |
| Counterpoint Mutual Funds LLC | Reduced | 529.9K | 51.8K | -478.1K |
| Y-Intercept (Hong Kong) Ltd | Reduced | 370.3K | 158.4K | -211.9K |
| NFJ INVESTMENT GROUP, LLC | Sold Out | 208.4K | 0 | -208.4K |
| OP Asset Management Ltd | Increased | 42.1K | 250.3K | +208.2K |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Reduced | 1.1M | 894.5K | -204.5K |
| Russell Investments Group, Ltd. | Increased | 78.2K | 269.2K | +191.0K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 2.0M | 1.8M | -189.8K |
| WHITE PINE CAPITAL LLC | Increased | 279.1K | 440.7K | +161.6K |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | 247.0K | 88.9K | -158.1K |
| ROYCE & ASSOCIATES LP | Increased | 3.0M | 3.1M | +138.5K |
| Aberdeen Group plc | New | 0 | 134.0K | +134.0K |
| MACKENZIE FINANCIAL CORP | Reduced | 352.4K | 229.0K | -123.4K |
| Lisanti Capital Growth, LLC | Sold Out | 115.6K | 0 | -115.6K |
| Inspire Investing, LLC | Reduced | 195.9K | 93.8K | -102.2K |
| BURNEY CO/ | Sold Out | 93.6K | 0 | -93.6K |
| SIMPLEX TRADING, LLC | Sold Out | 85.3K | 0 | -85.3K |
| Squarepoint Ops LLC | Increased | 617.4K | 695.5K | +78.1K |
| CITIGROUP INC | Increased | 50.2K | 124.6K | +74.4K |
| Knights of Columbus Asset Advisors LLC | Sold Out | 68.3K | 0 | -68.3K |
| HENNESSY ADVISORS INC | Reduced | 526.3K | 479.5K | -46.8K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 1.4M | 1.4M | +42.0K |
| State of Wyoming | Sold Out | 36.2K | 0 | -36.2K |
| Optimist Retirement Group LLC | Sold Out | 35.6K | 0 | -35.6K |
| DBA TRADING, LLC | New | 0 | 35.0K | +35.0K |
| VIRTUS ADVISERS, LLC | Sold Out | 33.2K | 0 | -33.2K |
| Maxi Investments CY Ltd | New | 0 | 28.0K | +28.0K |
| Creative Planning | Increased | 97.6K | 124.2K | +26.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 19.0K | 42.6K | +23.6K |
| Teza Capital Management LLC | Increased | 27.2K | 50.2K | +23.0K |
| INTECH INVESTMENT MANAGEMENT LLC | Sold Out | 19.2K | 0 | -19.2K |
| StoneX Group Inc. | New | 0 | 18.4K | +18.4K |
| Bayforest Capital Ltd | Sold Out | 15.2K | 0 | -15.2K |
| FOCUSED ALPHA, LLC | Sold Out | 14.7K | 0 | -14.7K |
| Merit Financial Group, LLC | New | 0 | 14.3K | +14.3K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | Increased | 28.1K | 40.0K | +11.9K |
| STRS OHIO | New | 0 | 11.8K | +11.8K |
| HB Wealth Management, LLC | New | 0 | 11.0K | +11.0K |
| ProShare Advisors LLC | Sold Out | 10.1K | 0 | -10.1K |
| BARCLAYS PLC | Increased | 479.2K | 489.2K | +10.1K |
| IMC-Chicago, LLC | Increased | 24.1K | 28.0K | +3.9K |
| Amundi | Increased | 13.5K | 17.3K | +3.8K |
| LPL Financial LLC | Reduced | 23.0K | 19.3K | -3.7K |
| Parkside Financial Bank & Trust | Sold Out | 3.2K | 0 | -3.2K |
| Sterling Capital Management LLC | Increased | 270 | 2.5K | +2.3K |
| EXCHANGE TRADED CONCEPTS, LLC | New | 0 | 2.1K | +2.1K |
| Versant Capital Management, Inc | Reduced | 2.6K | 620 | -2.0K |
| DEUTSCHE BANK AG\ | Reduced | 235.8K | 233.9K | -2.0K |
| State of Alaska, Department of Revenue | Increased | 3.9K | 5.6K | +1.7K |
| Covestor Ltd | Sold Out | 1.6K | 0 | -1.6K |
| IFP Advisors, Inc | Increased | 300 | 1.5K | +1.2K |
| EverSource Wealth Advisors, LLC | Increased | 604 | 1.8K | +1.2K |
| SJS Investment Consulting Inc. | Increased | 258 | 1.3K | +1.1K |
| Bank of New York Mellon Corp | Reduced | 255.0K | 254.0K | -982 |
| GAMMA Investing LLC | Reduced | 3.5K | 2.6K | -847 |
| Farther Finance Advisors, LLC | Increased | 322 | 1.1K | +773 |
| Provenance Wealth Advisors, LLC | New | 0 | 692 | +692 |
| ARIZONA STATE RETIREMENT SYSTEM | Increased | 20.0K | 20.5K | +500 |
| True Wealth Design, LLC | Increased | 194 | 673 | +479 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.