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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
349
shares
|
$8,086
0.0% of portfolio
|
Q3 2025
Reduced 97.93%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
317
shares
|
$7,344
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
314
shares
|
$7,275
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
313
shares
|
$7,252
0.0% of portfolio
|
Q4 2020
Reduced 50.47%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2025 Q3 2025 |
301
shares
|
$6,974
0.0% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
300
shares
|
$6,951
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
288
shares
|
$6,672
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
252
shares
|
$5,838
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Nov 14, 2025 Q3 2025 |
195
shares
|
$4,518
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
194
shares
|
$4,494
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
175
shares
|
$4,054
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
162
shares
|
$3,753
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
150
shares
|
$3,475
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
105
shares
|
$2,432
0.0% of portfolio
|
Q3 2024
Reduced 29.53%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
69
shares
|
$1,598
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
61
shares
|
$1,413
0.0% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
33
shares
|
$764
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
16
shares
|
$370
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
5
shares
|
$115
0.0% of portfolio
|
Q4 2021
Reduced 73.68%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
2
shares
|
$46
0.0% of portfolio
|
Q3 2025
Reduced 99.08%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1
shares
|
$23
0.0% of portfolio
|
Q1 2021
Reduced 99.92%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|