ADX Institutional Ownership & Shareholders
ADAMS DIVERSIFIED EQUITY (ADX) is currently held by 216 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $510.79M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lazard Asset Management Llc is currently the largest disclosed institutional shareholder of ADX tracked by InsiderSet, reporting ownership valued at approximately $81.97M in its June 30, 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 $80.95M, representing an estimated loss of -1.25% 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, Bensler, Llc, 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
216
Total Reported Value
$510.79M
Largest Holder
Lazard Asset Management Llc
Largest Position
$81.97M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
52
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 | 0.12% | 3,208,355 | $81,973,470 | $80,946,797 | -$1,026,673 | -1.25% | |
| Raymond James Financial Inc | 0.01% | 1,318,584 | $33,689,834 | $33,267,874 | -$421,960 | -1.25% | |
| Bensler, Llc | 2.55% | 1,129,607 | $28,861,439 | $28,499,985 | -$361,454 | -1.25% | |
| Cohen & Steers, Inc. | 0.04% | 1,101,635 | $28,147,000 | $27,794,251 | -$352,749 | -1.25% | |
| Lpl Financial Llc | 0.01% | 1,016,997 | $25,984,281 | $25,658,834 | -$325,447 | -1.25% | |
| Royal Bank Of Canada | 0.00% | 953,099 | $24,352,000 | $24,046,688 | -$305,312 | -1.25% | |
| Blue Bell Private Wealth Management, Llc | 2.43% | 794,851 | $20,403,818 | $20,054,091 | -$349,727 | -1.71% | |
| Morgan Stanley | 0.00% | 768,743 | $19,641,415 | $19,395,386 | -$246,029 | -1.25% | |
| Stifel Financial Corp | 0.01% | 413,322 | $10,560,394 | $10,428,114 | -$132,280 | -1.25% | |
| Waterfront Wealth Inc. | 1.40% | 345,424 | $9,019,029 | $8,715,048 | -$303,981 | -3.37% | |
| Arq Wealth Advisors, Llc | 1.07% | 348,665 | $8,950,244 | $8,796,818 | -$153,426 | -1.71% | |
| Bank Of America Corp | 0.00% | 320,464 | $8,187,848 | $8,085,307 | -$102,541 | -1.25% | |
| Wells Fargo & Company/Mn | 0.00% | 295,048 | $7,538,464 | $7,444,061 | -$94,403 | -1.25% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 282,824 | $7,296,852 | $7,135,650 | -$161,202 | -2.21% | |
| Intrepid Family Office Llc | 6.55% | 278,226 | $7,108,674 | $7,019,642 | -$89,032 | -1.25% | |
| Hennion & Walsh Asset Management, Inc. | 0.20% | 271,552 | $6,970,740 | $6,851,257 | -$119,483 | -1.71% | |
| Ameriprise Financial Inc | 0.00% | 272,279 | $6,956,727 | $6,869,599 | -$87,128 | -1.25% | |
| Gatepass Capital, Llc | 2.29% | 235,085 | $6,006,422 | $5,931,195 | -$75,227 | -1.25% | |
| Mai Capital Management | 0.02% | 221,469 | $5,658,534 | $5,587,663 | -$70,871 | -1.25% | |
| Rb Capital Management, Llc | 1.06% | 211,303 | $5,398,780 | $5,331,175 | -$67,605 | -1.25% | |
| Osaic Holdings, Inc. | 0.01% | 201,219 | $5,141,454 | $5,076,755 | -$64,699 | -1.26% | |
| Fca Corp | 1.26% | 200,255 | $5,116,527 | $5,052,434 | -$64,093 | -1.25% | |
| Jones Financial Companies Lllp | 0.00% | 197,843 | $4,957,936 | $4,991,579 | +$33,643 | +0.68% | |
| Umb Bank, N.A. | 0.06% | 192,516 | $4,918,784 | $4,857,179 | -$61,605 | -1.25% | |
| Uncommon Cents Investing Llc | 1.01% | 179,755 | $4,614,314 | $4,535,219 | -$79,095 | -1.71% | |
| Roberts Glore & Co Inc | 1.02% | 160,810 | $4,108,696 | $4,057,236 | -$51,460 | -1.25% | |
| Cetera Investment Advisers | 0.00% | 150,243 | $3,838,704 | $3,790,631 | -$48,073 | -1.25% | |
| D.A. Davidson & Co. | 0.02% | 148,968 | $3,824,016 | $3,758,463 | -$65,553 | -1.71% | |
| 1607 Capital Partners, Llc | 0.32% | 143,339 | $3,662,311 | $3,616,443 | -$45,868 | -1.25% | |
| General American Investors Co Inc | 0.20% | 131,124 | $3,365,953 | $3,308,259 | -$57,694 | -1.71% | |
| Ubs Group Ag | 0.00% | 129,026 | $3,296,614 | $3,255,326 | -$41,288 | -1.25% | |
| Integrated Wealth Concepts Llc | 0.02% | 127,656 | $3,261,612 | $3,220,761 | -$40,851 | -1.25% | |
| Concurrent Investment Advisors, Llc | 0.02% | 110,291 | $2,831,172 | $2,782,642 | -$48,530 | -1.71% | |
| Advisors Asset Management, Inc. | 0.04% | 144,855 | $2,811,636 | $3,654,692 | +$843,056 | +29.98% | |
| Samalin Investment Counsel, Llc | 0.87% | 105,829 | $2,716,635 | $2,670,066 | -$46,569 | -1.71% | |
| Providence Wealth Advisors, Llc | 1.46% | 98,953 | $2,551,998 | $2,496,584 | -$55,414 | -2.17% | |
| Focus Partners Wealth | 0.00% | 99,522 | $2,542,784 | $2,510,940 | -$31,844 | -1.25% | |
| Guggenheim Capital Llc | 0.02% | 91,830 | $2,346,256 | $2,316,871 | -$29,385 | -1.25% | |
| Independent Financial Group, Llc | 0.04% | 85,889 | $2,204,771 | $2,166,979 | -$37,792 | -1.71% | |
| Commonwealth Equity Services, Llc | 0.00% | 85,563 | $2,196,399 | $2,158,754 | -$37,645 | -1.71% | |
| Advisory Advocates, Llc | 1.87% | 85,508 | $2,184,729 | $2,157,367 | -$27,362 | -1.25% | |
| Pmg Family Office Llc | 2.00% | 84,273 | $2,163,288 | $2,126,208 | -$37,080 | -1.71% | |
| Westbourne Investment Advisors, Inc. | 0.57% | 83,800 | $2,151,146 | $2,114,274 | -$36,872 | -1.71% | |
| Atlas Wealth Llc | 0.30% | 82,341 | $2,103,813 | $2,077,463 | -$26,350 | -1.25% | |
| Walsh & Associates, Llc | 1.67% | 79,791 | $2,038,660 | $2,013,127 | -$25,533 | -1.25% | |
| Evolve Private Wealth, Llc | 0.12% | 78,995 | $2,018,322 | $1,993,044 | -$25,278 | -1.25% | |
| Waverly Advisors, Llc | 0.01% | 68,187 | $1,742,171 | $1,720,358 | -$21,813 | -1.25% | |
| Invesco Ltd. | 0.00% | 67,186 | $1,716,602 | $1,695,103 | -$21,499 | -1.25% | |
| Mercer Global Advisors Inc | 0.00% | 65,950 | $1,685,020 | $1,663,919 | -$21,102 | -1.25% | |
| Diversified Trust Co | 0.03% | 65,351 | $1,669,718 | $1,648,806 | -$20,912 | -1.25% |
Frequently asked questions about ADX
Who are the largest institutional holders of ADX?
The largest institutional holders of ADX reported in the latest SEC Form 13F filings include Lazard Asset Management Llc, Raymond James Financial Inc, Bensler, Llc, Cohen & Steers, Inc., and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported ADX position.
What is ADX institutional ownership?
This page tracks ADX positions reported by institutional investment managers through SEC Form 13F. ADAMS DIVERSIFIED EQUITY (ADX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ADX?
InsiderSet currently tracks 216 institutional managers reporting ADX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ADX shareholders.
How much ADX stock do institutions own?
Institutional investment managers disclosed approximately $510.79M in ADX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ADX institutional ownership last updated?
The latest ADX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ADX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ADX position after the reporting date.
Are institutions buying or selling ADX?
Institutional buying and selling can be analyzed by comparing ADX positions across consecutive 13F reporting periods. InsiderSet's ADX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ADX ownership changes.
How has ADX institutional ownership changed over time?
InsiderSet tracks ADX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.