ADTRAN Ownership | Who Owns ADTRAN?
ADTRAN Ownership Summary
ADTRAN is owned by 73.45% institutional investors, 1.42% insiders, and 25.13% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 10.10% of ADTN shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.29% of its assets in ADTRAN shares.
ADTN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | ADTRAN | 73.45% | 1.42% | 25.13% |
| Sector | Technology Stocks | 38.43% | 12.63% | 48.94% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 8.06M | 10.10% | $72.28M |
| William blair investment management | 2.90M | 3.64% | $26.04M |
| Royce & associates lp | 2.10M | 2.64% | $18.86M |
| Needham investment management | 1.12M | 1.40% | $10.05M |
| Westerly capital management | 975.00K | 1.22% | $8.75M |
| Sg capital management | 847.42K | 1.06% | $7.60M |
| Marshall wace, llp | 816.53K | 1.02% | $7.32M |
| Kovack advisors | 714.20K | 0.90% | $6.41M |
| Qube research | 686.71K | 0.86% | $6.16M |
| 1492 capital management | 472.98K | 0.59% | $4.24M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Westerly capital management | 975.00K | 3.24% | $8.75M |
| 1492 capital management | 472.98K | 1.95% | $4.24M |
| Nierenberg investment management company | 343.11K | 1.64% | $3.08M |
| Needham investment management | 1.12M | 0.80% | $10.05M |
| Manatuck hill partners | 228.04K | 0.77% | $2.05M |
| Kovack advisors | 714.20K | 0.63% | $6.41M |
| Sg capital management | 847.42K | 0.53% | $7.60M |
| Worth venture partners | 36.47K | 0.50% | $327.11K |
| Royce & associates lp | 2.10M | 0.19% | $18.86M |
| Versor investments lp | 46.70K | 0.07% | $418.90K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Sg capital management | 847.42K | 0.53% | 847.42K |
| Royce & associates lp | 2.10M | 0.19% | 695.57K |
| Blackrock funding, inc. /de | 8.06M | 0.00% | 459.63K |
| Marshall wace, llp | 816.53K | 0.01% | 382.61K |
| Qube research | 686.71K | 0.01% | 360.84K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Alyeska investment group | - | - | -445.26K |
| Apis capital advisors | - | - | -435.00K |
| Arrowstreet capital, limited partnership | 30.58K | 0.00% | -395.59K |
| Tudor investment corp et al | 167.92K | 0.00% | -311.25K |
| Crestline management, lp | - | - | -239.59K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sg capital management | 847.42K | 0.53% | 847.42K | $7.60M |
| Manatuck hill partners | 228.04K | 0.77% | 228.04K | $2.05M |
| Lazard asset management | 176.30K | 0.00% | 176.30K | $1.58M |
| Jump financial | 163.94K | 0.02% | 163.94K | $1.47M |
| Occudo quantitative strategies lp | 63.69K | 0.06% | 63.69K | $571.26K |
Sold Out
| Holder | Change |
|---|---|
| Ifp advisors | -2.00 |
| Stephens consulting | -40.00 |
| Parkside financial bank & trust | -120.00 |
| Srs capital advisors | -120.00 |
| Physician wealth advisors | -123.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 212 | 27.71% | 58,418,403 | -5.29% | 73 | 1.21% | 128 | 40.66% | 56 | 9.80% |
| Dec 31, 2024 | 166 | 4.40% | 61,680,520 | 4.39% | 77 | 1.39% | 91 | 44.44% | 51 | -22.73% |
| Sep 30, 2024 | 159 | -1.24% | 59,085,613 | -1.48% | 74 | 1.29% | 63 | -34.38% | 66 | 32.00% |
| Jun 30, 2024 | 1 | - | 1 | - | - | - | - | - | - | - |
| Mar 31, 2024 | 1 | - | 1 | - | - | - | - | - | - | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 2.64M | 3.29% | 492.10K |
| Vanguard US Total Market Shares ETF | 2.18M | 2.72% | - |
| DNB Teknologi A | 2.04M | 2.55% | - |
| iShares Russell 2000 ETF | 1.78M | 2.22% | -33.70K |
| Vanguard Information Technology ETF | 1.70M | 2.12% | -770.00 |
| William Blair Small Cap Value I | 1.10M | 1.37% | -15.07K |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.09M | 1.36% | -61.86K |
| First Eagle Small Cap Opportunity I | 995.85K | 1.24% | - |
| First Eagle US Small Cap Strategy | 995.85K | 1.24% | - |
| Tieton Small Cap Value | 952.49K | 1.19% | -8.25K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | - |
| 2025 Q2 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
ADTN Ownership FAQ
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