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 222 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 $591 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rb Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
210,594
shares
|
$4.88 Million
1.04% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
208,347
shares
|
$4.83 Million
1.45% of portfolio
|
Q3 2025
Added 54.83%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
207,293
shares
|
$4.8 Million
0.0% of portfolio
|
Q3 2025
Added 44.09%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
198,155
shares
|
$4.59 Million
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Fca Corp
Houston, TX |
Nov 14, 2025 Q3 2025 |
193,591
shares
|
$4.49 Million
1.26% of portfolio
|
Q3 2025
Added 6.48%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
188,455
shares
|
$4.37 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Uncommon Cents Investing LLC
|
Oct 15, 2025 Q3 2025 |
182,577
shares
|
$4.23 Million
1.04% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
176,563
shares
|
$4.09 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
153,564
shares
|
$3.56 Million
0.43% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
149,654
shares
|
$3.47 Million
0.0% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jul 25, 2025 Q2 2025 |
149,363
shares
|
$3.46 Million
2.81% of portfolio
|
Q2 2025
Reduced 17.6%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 10, 2025 Q3 2025 |
138,550
shares
|
$3.21 Million
0.87% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
136,238
shares
|
$3.16 Million
0.63% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
134,988
shares
|
$3.13 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
General American Investors CO Inc
|
Oct 31, 2025 Q3 2025 |
131,124
shares
|
$3.04 Million
0.18% of portfolio
|
Q3 2024
Reduced 22.79%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
131,054
shares
|
$3.04 Million
0.02% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
112,904
shares
|
$2.62 Million
0.0% of portfolio
|
Q3 2025
Added 5.82%
|
|
|
Delta Capital Management LLC
|
Oct 14, 2025 Q3 2025 |
105,466
shares
|
$2.44 Million
0.82% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Stolper CO
|
Oct 10, 2025 Q3 2025 |
100,140
shares
|
$2.32 Million
0.68% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Nov 05, 2025 Q3 2025 |
98,953
shares
|
$2.29 Million
1.47% of portfolio
|
Q2 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
86,064
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2025
Added 45.81%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
84,320
shares
|
$1.95 Million
0.11% of portfolio
|
Q3 2022
New holding
|
|
|
Pmg Family Office LLC
Plano, TX |
Dec 22, 2025 Q3 2025 |
80,229
shares
|
$1.86 Million
2.0% of portfolio
|
Q3 2025
New holding
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
78,554
shares
|
$1.82 Million
0.34% of portfolio
|
Q3 2025
Added 209.49%
|
|
|
Westbourne Investment Advisors, Inc.
|
Oct 20, 2025 Q3 2025 |
75,400
shares
|
$1.75 Million
0.47% of portfolio
|
Q3 2025
Added 5.45%
|
|