Institutional Ownership Adams Diversified Equity Fund, Inc. (ADX)
This table provides information about the institutional ownership of Adams Diversified Equity Fund, Inc. (ADX). We have compiled data on the 219 institutions that hold shares in the stock, with a total of 27.5 Million shares, which have been reported (via 13F filing form) to have a value of $646 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
71,425
shares
|
$1.68 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
69,583
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
67,600
shares
|
$1.59 Million
0.02% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
65,477
shares
|
$1.54 Million
0.0% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
64,377
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2025
Reduced 20.34%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
64,058
shares
|
$1.5 Million
0.04% of portfolio
|
Q3 2024
Reduced 29.62%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
63,238
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
62,678
shares
|
$1.47 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
62,577
shares
|
$1.47 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
59,393
shares
|
$1.39 Million
0.19% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
54,103
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2025
Added 95.74%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
52,576
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
51,651
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2025
Added 18.53%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
50,062
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
48,223
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
48,162
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
48,117
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.54%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
47,936
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Nov 07, 2025 Q3 2025 |
46,471
shares
|
$1.09 Million
0.75% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Oct 28, 2025 Q3 2025 |
46,294
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
46,027
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2025
Reduced 15.28%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
45,521
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
Added 31.0%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
44,410
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
44,410
shares
|
$1.04 Million
0.03% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
43,058
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Added 2.09%
|