Institutional Ownership Adobe Inc. (ADBE)
This table provides information about the institutional ownership of Adobe Inc. (ADBE). We have compiled data on the 3,058 institutions that hold shares in the stock, with a total of 339 Million shares, which have been reported (via 13F filing form) to have a value of $151 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
721
shares
|
$321,566
0.12% of portfolio
|
Q3 2024
Added 8.75%
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
720
shares
|
$321,120
0.31% of portfolio
|
Q4 2024
New holding
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
717
shares
|
$319,782
0.09% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
716
shares
|
$319,336
0.26% of portfolio
|
Q2 2023
Added 0.7%
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jan 24, 2025 Q4 2024 |
716
shares
|
$319,336
0.14% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
715
shares
|
$318,890
0.11% of portfolio
|
Q2 2024
Reduced 67.88%
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
715
shares
|
$318,890
0.12% of portfolio
|
Q3 2024
Added 7.84%
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 29, 2025 Q4 2024 |
715
shares
|
$318,890
0.25% of portfolio
|
Q4 2024
Added 17.79%
|
|
Convergence Investment Partners, LLC
|
Oct 29, 2024 Q3 2024 |
714
shares
|
$318,444
0.1% of portfolio
|
Q3 2024
Added 2.15%
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
713
shares
|
$317,998
0.11% of portfolio
|
Q1 2024
Added 31.31%
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
713
shares
|
$317,998
0.0% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
709
shares
|
$316,214
0.08% of portfolio
|
Q4 2024
Reduced 4.96%
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
708
shares
|
$315,768
0.14% of portfolio
|
Q3 2024
Added 14.38%
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
706
shares
|
$314,876
0.06% of portfolio
|
Q4 2024
Added 24.73%
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
705
shares
|
$314,430
0.05% of portfolio
|
Q3 2024
Reduced 27.69%
|
|
Private Management Group Inc
|
Jan 27, 2025 Q4 2024 |
703
shares
|
$313,538
0.01% of portfolio
|
Q2 2024
Added 9.33%
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
703
shares
|
$313,538
0.06% of portfolio
|
Q4 2024
Added 0.14%
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
701
shares
|
$312,646
0.01% of portfolio
|
Q4 2024
Added 11.09%
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
700
shares
|
$312,200
0.03% of portfolio
|
Q2 2023
Reduced 35.36%
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
700
shares
|
$312,200
0.13% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
700
shares
|
$312,200
0.13% of portfolio
|
Q3 2024
New holding
|
|
Carl P. Sherr & Co., LLC
|
Nov 14, 2024 Q3 2024 |
700
shares
|
$312,200
0.19% of portfolio
|
Q4 2022
Reduced 24.57%
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 17, 2025 Q4 2024 |
698
shares
|
$311,308
0.22% of portfolio
|
Q4 2024
Added 6.24%
|
|
Signature Wealth Management Partners, LLC
|
Jan 22, 2025 Q4 2024 |
697
shares
|
$310,862
0.22% of portfolio
|
Q4 2024
Added 75.57%
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
693
shares
|
$309,078
0.09% of portfolio
|
Q4 2024
Reduced 16.91%
|