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 221 institutions that hold shares in the stock, with a total of 25.5 Million shares, which have been reported (via 13F filing form) to have a value of $592 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
71,425
shares
|
$1.65 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
69,583
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
67,631
shares
|
$1.57 Million
0.02% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
65,476
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
64,377
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2025
Reduced 20.34%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
64,058
shares
|
$1.48 Million
0.04% of portfolio
|
Q3 2024
Reduced 29.62%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
63,238
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
62,577
shares
|
$1.45 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
60,208
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2025
Added 25.13%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
60,144
shares
|
$1.39 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
59,393
shares
|
$1.38 Million
0.19% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
52,576
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
51,651
shares
|
$1.2 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
|
$1.16 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
49,073
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
48,237
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
47,936
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Nov 07, 2025 Q3 2025 |
46,471
shares
|
$1.08 Million
0.75% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
46,027
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2025
Reduced 15.28%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
45,302
shares
|
$1.05 Million
0.03% of portfolio
|
Q4 2025
Added 2.01%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
44,410
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
42,636
shares
|
$987,876
0.0% of portfolio
|
Q3 2025
Reduced 6.34%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2025 Q3 2025 |
42,062
shares
|
$974,576
0.05% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
40,205
shares
|
$931,549
0.12% of portfolio
|
Q3 2024
Reduced 45.17%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
39,345
shares
|
$911,623
0.0% of portfolio
|
Q3 2025
Reduced 5.81%
|
|