ADTRAN Holdings, Inc. — Institutional Ownership
Which tracked institutions hold ADTN, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
29
Funds holding
$358920859
Total value held
Buying
22 added/new · 7 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $108923125 | 7836196 | -4058 | -0.05% |
| 2 | State Street Corp | $42850837 | 3082794 | +732057 | +31.14% |
| 3 | Ubs Group Ag | $40876064 | 2940724 | +2940724 | NEW BUY |
| 4 | Jpmorgan Chase & Co | $36067035 | 2623057 | +1104360 | +72.72% |
| 5 | Morgan Stanley | $24919258 | 1792752 | -40120 | -2.19% |
| 6 | Goldman Sachs Group Inc | $14526015 | 1045037 | +74330 | +7.66% |
| 7 | Federated Hermes, Inc. | $11814541 | 849967 | +849967 | NEW BUY |
| 8 | Bank Of America Corp /De/ | $11751353 | 845421 | +478195 | +130.22% |
| 9 | Northern Trust Corp | $10215945 | 734960 | +75712 | +11.48% |
| 10 | Wells Fargo & Company/Mn | $8690912 | 625245 | +246673 | +65.16% |
| 11 | Hennessy Advisors Inc | $7315570 | 526300 | +526300 | NEW BUY |
| 12 | Royal Bank Of Canada | $7009000 | 504227 | +46825 | +10.24% |
| 13 | Nomura Holdings Inc | $6982276 | 502322 | +38146 | +8.22% |
| 14 | Barclays Plc | $6660840 | 479197 | -448578 | -48.35% |
| 15 | Sei Investments Co | $5605207 | 403253 | -701857 | -63.51% |
| 16 | Ameriprise Financial Inc | $3699262 | 266134 | +266134 | NEW BUY |
| 17 | Bank Of New York Mellon Corp | $3544860 | 255026 | +15025 | +6.26% |
| 18 | Invesco Ltd. | $3291035 | 236765 | +236765 | NEW BUY |
| 19 | Raymond James Financial Inc | $2032807 | 146245 | -45750 | -23.83% |
| 20 | Citigroup Inc | $697446 | 50176 | +36552 | +268.29% |
| 21 | Janus Henderson Group Plc | $412731 | 32900 | +32900 | NEW BUY |
| 22 | Franklin Resources Inc | $331182 | 23826 | -28203 | -54.21% |
| 23 | Stifel Financial Corp | $238371 | 17149 | +17149 | NEW BUY |
| 24 | Brc Group Holdings, Inc. | $237176 | 17063 | +17063 | NEW BUY |
| 25 | Prudential Financial Inc | $177823 | 12793 | +1200 | +10.35% |
| 26 | Us Bancorp \De\ | $22227 | 1599 | -8 | -0.50% |
| 27 | Fifth Third Bancorp | $18498 | 1331 | +42 | +3.26% |
| 28 | Pnc Financial Services Group, Inc. | $9062 | 652 | +27 | +4.32% |
| 29 | Amalgamated Financial Corp. | $401 | 21760 | +21760 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.