ADAMS DIVERSIFIED EQUITY (ADX) Top Institutional Shareholders
ADAMS DIVERSIFIED EQUITY (ADX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $419.23M in ADX holdings during the latest filing period.
Lazard Asset Management Llc is currently the largest disclosed institutional shareholder of ADX tracked by InsiderSet, reporting ownership valued at approximately $78.09M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $89.19M, representing an estimated gain of +14.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed ADX value among the investors covered in this analysis. Major shareholders include Lazard Asset Management Llc, Raymond James Financial Inc, Morgan Stanley, and several other long-term asset managers with concentrated positions in ADAMS DIVERSIFIED EQUITY (ADX).
This page ranks the largest institutional ADX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
198
Total Reported Value
$419.23M
Largest Holder
Lazard Asset Management Llc
Largest Position
$78.09M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
162
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lazard Asset Management Llc | 0.13% | 3,567,556 | $78,093,801 | $89,188,900 | +$11,095,099 | +14.21% | |
| Raymond James Financial Inc | 0.01% | 1,292,952 | $28,302,705 | $32,323,800 | +$4,021,095 | +14.21% | |
| Morgan Stanley | 0.00% | 1,163,271 | $25,464,042 | $29,081,775 | +$3,617,733 | +14.21% | |
| Bensler, Llc | 2.38% | 1,054,967 | $23,093,228 | $26,374,175 | +$3,280,947 | +14.21% | |
| Royal Bank Of Canada | 0.00% | 980,325 | $21,459,000 | $24,508,125 | +$3,049,125 | +14.21% | |
| Blue Bell Private Wealth Management, Llc | 2.81% | 894,195 | $19,573,919 | $22,354,875 | +$2,780,956 | +14.21% | |
| Stifel Financial Corp | 0.01% | 417,542 | $9,140,008 | $10,438,550 | +$1,298,542 | +14.21% | |
| Advisors Asset Management, Inc. | 0.15% | 398,930 | $8,732,578 | $9,973,250 | +$1,240,672 | +14.21% | |
| Lpl Financial Llc | 0.00% | 387,092 | $8,473,437 | $9,677,300 | +$1,203,863 | +14.21% | |
| Allspring Global Investments Holdings, Llc | 0.01% | 382,304 | $8,368,635 | $9,557,600 | +$1,188,965 | +14.21% | |
| Waterfront Wealth Inc. | 1.53% | 379,693 | $8,311,489 | $9,492,325 | +$1,180,836 | +14.21% | |
| Ameriprise Financial Inc | 0.00% | 317,230 | $6,944,166 | $7,930,750 | +$986,584 | +14.21% | |
| 1607 Capital Partners, Llc | 0.50% | 315,928 | $6,915,664 | $7,898,200 | +$982,536 | +14.21% | |
| Hennion & Walsh Asset Management, Inc. | 0.22% | 301,196 | $6,593,180 | $7,529,900 | +$936,720 | +14.21% | |
| Wells Fargo & Company/Mn | 0.00% | 291,421 | $6,379,198 | $7,285,525 | +$906,327 | +14.21% | |
| Gatepass Capital, Llc | 3.08% | 288,965 | $6,325,444 | $7,224,125 | +$898,681 | +14.21% | |
| Bank Of America Corp | 0.00% | 283,991 | $6,216,557 | $7,099,775 | +$883,218 | +14.21% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 271,458 | $6,088,813 | $6,786,450 | +$697,637 | +11.46% | |
| Intrepid Family Office Llc | 5.20% | 273,000 | $5,975,970 | $6,825,000 | +$849,030 | +14.21% | |
| Arq Wealth Advisors, Llc | 0.89% | 225,155 | $4,928,643 | $5,628,875 | +$700,232 | +14.21% | |
| Rb Capital Management, Llc | 0.97% | 207,076 | $4,582,014 | $5,176,900 | +$594,886 | +12.98% | |
| Umb Bank, N.A. | 0.06% | 208,109 | $4,555,506 | $5,202,725 | +$647,219 | +14.21% | |
| Kestra Advisory Services, Llc | 0.02% | 202,000 | $4,421,781 | $5,050,000 | +$628,219 | +14.21% | |
| Osaic Holdings, Inc. | 0.01% | 197,907 | $4,332,474 | $4,947,675 | +$615,201 | +14.20% | |
| Fca Corp | 1.14% | 184,138 | $4,030,773 | $4,603,450 | +$572,677 | +14.21% | |
| Uncommon Cents Investing Llc | 0.92% | 181,905 | $3,981,899 | $4,547,625 | +$565,726 | +14.21% | |
| Roberts Glore & Co Inc | 0.95% | 157,823 | $3,454,745 | $3,945,575 | +$490,830 | +14.21% | |
| Jones Financial Companies Lllp | 0.00% | 161,050 | $3,431,981 | $4,026,250 | +$594,269 | +17.32% | |
| Cetera Investment Advisers | 0.00% | 146,764 | $3,212,655 | $3,669,100 | +$456,445 | +14.21% | |
| D.A. Davidson & Co. | 0.02% | 145,800 | $3,191,562 | $3,645,000 | +$453,438 | +14.21% | |
| Advisory Advocates, Llc | 1.50% | 132,438 | $2,978,318 | $3,310,950 | +$332,632 | +11.17% | |
| General American Investors Co Inc | 0.19% | 131,124 | $2,870,304 | $3,278,100 | +$407,796 | +14.21% | |
| Integrated Wealth Concepts Llc | 0.02% | 120,982 | $2,648,296 | $3,024,550 | +$376,254 | +14.21% | |
| Ubs Group Ag | 0.00% | 110,812 | $2,425,675 | $2,770,300 | +$344,625 | +14.21% | |
| Focus Partners Wealth | 0.00% | 104,157 | $2,280,004 | $2,603,925 | +$323,921 | +14.21% | |
| Providence Wealth Advisors, Llc | 1.41% | 98,953 | $2,214,568 | $2,473,825 | +$259,257 | +11.71% | |
| Westbourne Investment Advisors, Inc. | 0.53% | 83,400 | $1,825,626 | $2,085,000 | +$259,374 | +14.21% | |
| Pmg Family Office Llc | 2.04% | 83,312 | $1,823,700 | $2,082,800 | +$259,100 | +14.21% | |
| Evolve Private Wealth, Llc | 0.10% | 82,413 | $1,804,028 | $2,060,325 | +$256,297 | +14.21% | |
| Walsh & Associates, Llc | 1.73% | 79,791 | $1,746,625 | $1,994,775 | +$248,150 | +14.21% | |
| Concurrent Investment Advisors, Llc | 0.02% | 77,421 | $1,694,755 | $1,935,525 | +$240,770 | +14.21% | |
| Waverly Advisors, Llc | 0.01% | 73,199 | $1,602,334 | $1,829,975 | +$227,641 | +14.21% | |
| Commonwealth Equity Services, Llc | 0.00% | 72,946 | $1,596,781 | $1,823,650 | +$226,869 | +14.21% | |
| Diversified Trust Co | 0.03% | 65,351 | $1,430,533 | $1,633,775 | +$203,242 | +14.21% | |
| Hightower Advisors, Llc | 0.00% | 64,272 | $1,406,904 | $1,606,800 | +$199,896 | +14.21% | |
| Means Investment Co., Inc. | 0.12% | 62,535 | $1,368,891 | $1,563,375 | +$194,484 | +14.21% | |
| Koshinski Asset Management, Inc. | 0.08% | 61,038 | $1,336,130 | $1,525,950 | +$189,820 | +14.21% | |
| Mercer Global Advisors Inc | 0.00% | 58,371 | $1,277,739 | $1,459,275 | +$181,536 | +14.21% | |
| Ancora Advisors Llc | 0.03% | 53,896 | $1,179,783 | $1,347,400 | +$167,617 | +14.21% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 53,269 | $1,166,065 | $1,331,725 | +$165,660 | +14.21% |
Frequently asked questions about ADX
Who owns the most ADX stock?
The largest holders of ADX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ADAMS DIVERSIFIED EQUITY (ADX).
Is ADX widely held by superinvestors?
Many widely followed stocks like ADX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ADX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.