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 |
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
2,460
shares
|
$57,760
0.0% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
2,165
shares
|
$50,834
0.0% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
1,920
shares
|
$45,081
0.02% of portfolio
|
Q2 2023
Added 0.31%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
1,889
shares
|
$44,353
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,620
shares
|
$38,037
0.0% of portfolio
|
Q2 2025
Added 76.09%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
1,501
shares
|
$35,243
0.03% of portfolio
|
Q3 2025
Reduced 13.14%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,500
shares
|
$35,220
0.0% of portfolio
|
Q1 2020
Reduced 89.8%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,400
shares
|
$32,872
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,351
shares
|
$31,721
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
1,276
shares
|
$29,960
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
1,175
shares
|
$27,589
0.0% of portfolio
|
Q3 2025
Added 20.51%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
1,057
shares
|
$24,818
0.0% of portfolio
|
Q2 2017
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,000
shares
|
$23,480
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
997
shares
|
$23,409
0.01% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
975
shares
|
$22,893
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
769
shares
|
$18,056
0.0% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
665
shares
|
$15,614
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
633
shares
|
$14,862
0.0% of portfolio
|
Q2 2024
Reduced 6.91%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
615
shares
|
$14,440
0.0% of portfolio
|
Q3 2025
Reduced 76.48%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
550
shares
|
$12,914
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
532
shares
|
$12,491
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
500
shares
|
$11,740
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
456
shares
|
$10,706
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
436
shares
|
$10,237
0.0% of portfolio
|
Q2 2025
Reduced 56.53%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
352
shares
|
$8,264
0.0% of portfolio
|
Q4 2024
Reduced 13.09%
|