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 |
|---|---|---|---|---|---|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
38,710
shares
|
$896,910
0.01% of portfolio
|
Q3 2025
Reduced 12.94%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Oct 22, 2025 Q3 2025 |
38,512
shares
|
$892,323
0.25% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
37,675
shares
|
$872,929
0.0% of portfolio
|
Q3 2025
Added 107.22%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
37,587
shares
|
$870,890
0.38% of portfolio
|
Q3 2025
Added 61.48%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
37,514
shares
|
$869,199
0.0% of portfolio
|
Q3 2025
Reduced 5.02%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
36,875
shares
|
$854,393
0.01% of portfolio
|
Q3 2025
Added 4.32%
|
|
|
West Bancorporation Inc
|
Oct 23, 2025 Q3 2025 |
36,090
shares
|
$836,205
0.46% of portfolio
|
Q3 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
35,815
shares
|
$829,833
0.0% of portfolio
|
Q3 2021
Reduced 2.66%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
34,929
shares
|
$809,304
0.0% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
34,777
shares
|
$805,783
0.01% of portfolio
|
Q3 2025
Added 37.65%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
33,868
shares
|
$784,721
0.03% of portfolio
|
Q3 2025
Added 22.32%
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
33,566
shares
|
$777,724
0.19% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Nov 06, 2025 Q3 2025 |
32,905
shares
|
$762,408
0.45% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
32,889
shares
|
$762,038
0.01% of portfolio
|
Q3 2025
Added 9.02%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
32,327
shares
|
$749,016
0.0% of portfolio
|
Q3 2025
Reduced 24.92%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Nov 07, 2025 Q3 2025 |
32,106
shares
|
$743,896
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
31,937
shares
|
$739,980
0.0% of portfolio
|
Q3 2025
Added 43.09%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
29,515
shares
|
$683,862
0.0% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
28,478
shares
|
$659,835
0.01% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
28,106
shares
|
$651,216
0.06% of portfolio
|
Q2 2024
Added 22.73%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
27,375
shares
|
$634,278
0.27% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Farmers National Bank
Danville, KY |
Dec 15, 2025 Q3 2025 |
27,234
shares
|
$631,011
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
27,169
shares
|
$629,505
0.25% of portfolio
|
Q1 2023
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
27,082
shares
|
$627,489
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
26,961
shares
|
$624,686
0.0% of portfolio
|
Q3 2025
Reduced 10.56%
|
|