ADX: Adams Diversified Equity Fd insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Institutional ownership (Q2 2026)
215 institutions reported holding $491.45M of Adams Diversified Equity Fd on Form 13F (200 the quarter before). 31 opened a new position and 16 sold out. Shares held by institutions: -1%.
| Largest holders | Shares | Value |
|---|---|---|
| LAZARD ASSET MANAGEMENT LLC | 3,208,355 | $81.97M |
| RAYMOND JAMES FINANCIAL INC | 1,318,584 | $33.69M |
| Bensler, LLC | 1,129,607 | $28.86M |
| LPL Financial LLC | 1,016,997 | $25.98M |
| ROYAL BANK OF CANADA | 953,099 | $24.35M |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 846,398 | $21.63M |
| MORGAN STANLEY | 768,743 | $19.64M |
| STIFEL FINANCIAL CORP | 413,322 | $10.56M |
| Advisors Asset Management, Inc. | 401,665 | $10.26M |
| Waterfront Wealth Inc. | 345,424 | $9.02M |
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