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 |
|---|---|---|---|---|---|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
10,035
shares
|
$232,510
0.07% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
10,000
shares
|
$231,700
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
10,000
shares
|
$231,700
0.03% of portfolio
|
Q2 2023
Reduced 28.57%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
9,979
shares
|
$231,213
0.03% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
9,797
shares
|
$226,996
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
9,723
shares
|
$225,281
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
9,659
shares
|
$223,799
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
9,392
shares
|
$217,612
0.04% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Oct 27, 2025 Q3 2025 |
9,392
shares
|
$217,612
0.06% of portfolio
|
Q3 2025
Reduced 26.13%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
9,389
shares
|
$217,543
0.0% of portfolio
|
Q3 2025
Added 69.42%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
9,306
shares
|
$215,620
0.0% of portfolio
|
Q3 2025
Reduced 28.5%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
9,143
shares
|
$211,843
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
8,957
shares
|
$207,533
0.0% of portfolio
|
Q3 2025
Added 895600.0%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
8,873
shares
|
$205,587
0.04% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
7,640
shares
|
$177,018
0.0% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
6,995
shares
|
$162,074
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
4,817
shares
|
$111,609
0.01% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
4,680
shares
|
$108,435
0.08% of portfolio
|
Q3 2024
Reduced 29.62%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
4,424
shares
|
$102,504
0.0% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
4,420
shares
|
$102,411
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,741
shares
|
$86,678
0.0% of portfolio
|
Q4 2023
Reduced 16.96%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
3,609
shares
|
$83,620
0.0% of portfolio
|
Q3 2025
Added 27.26%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
3,294
shares
|
$76,321
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
2,989
shares
|
$69,255
0.01% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
2,460
shares
|
$56,998
0.0% of portfolio
|
Q2 2025
Added 2.24%
|
|