Adams Resources & Energy, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 242,794 | $9.17 M | -1.00% | 9.44% |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 02/14/2025 | 190,000 | $7.17 M | 0.00% | 7.38% |
| RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 181,456 | $6.85 M | -3.92% | 7.05% |
| 02/12/2025 | 125,000 | $4.72 M | 100.00% | 4.86% | |
| VANGUARD GROUP INC | 02/11/2025 | 101,162 | $3.82 M | 2.73% | 3.93% |
| CHICAGO CAPITAL MANAGEMENT, LLC | 02/12/2025 | 96,624 | $3.65 M | 100.00% | 3.76% |
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 66,216 | $2.50 M | -28.77% | 2.57% |
| 02/14/2025 | 47,914 | $1.81 M | 100.00% | 1.86% | |
| AEGIS FINANCIAL CORP | 02/12/2025 | 45,022 | $1.70 M | -60.89% | 1.75% |
| 02/24/2025 | 35,234 | $1.33 M | 100.00% | 1.37% | |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | 02/12/2025 | 32,821 | $1.24 M | 2.92% | 1.28% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 31,539 | $1.19 M | -44.42% | 1.23% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 25,765 | $972,926 | 2.55% | 1.00% |
| ROUND HILL ASSET MANAGEMENT | 02/13/2025 | 22,779 | $859,907 | -0.87% | 0.89% |
| WITTENBERG INVESTMENT MANAGEMENT, INC. | 02/13/2025 | 20,705 | $781,614 | -2.86% | 0.80% |
| CERITY PARTNERS LLC | 02/13/2025 | 20,350 | $549,450 | 0.00% | 0.79% |
| RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 13,891 | $524,403 | 100.00% | 0.54% |
| CSS LLC/IL | 02/18/2025 | 13,587 | $512,909 | 100.00% | 0.53% |
| YAKIRA CAPITAL MANAGEMENT, INC. | 02/13/2025 | 12,586 | $475,122 | 100.00% | 0.49% |
| STATE STREET CORP | 02/14/2025 | 12,520 | $472,630 | 100.00% | 0.49% |
| BARD ASSOCIATES INC | 02/06/2025 | 12,438 | $469,535 | 0.00% | 0.48% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/12/2025 | 12,382 | $467,421 | 0.00% | 0.48% |
| PENDERFUND CAPITAL MANAGEMENT LTD. | 02/14/2025 | 10,496 | $561,556 | 100.00% | 0.41% |
| OXFORD ASSET MANAGEMENT LLP | 02/14/2025 | 9,864 | $372,366 | 100.00% | 0.38% |
| ATRIA INVESTMENTS, INC | 02/06/2025 | 6,809 | $257,043 | 100.00% | 0.26% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 02/12/2025 | 6,462 | $243,941 | -30.58% | 0.25% |
| HSBC HOLDINGS PLC | 02/14/2025 | 6,194 | $230,417 | 100.00% | 0.24% |
| 02/07/2025 | 5,524 | $208,526 | 100.00% | 0.21% | |
| ASCENSION CAPITAL ADVISORS, INC. | 02/05/2025 | 5,317 | $200,717 | 100.00% | 0.21% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 5,310 | $200,452 | 100.00% | 0.21% |
| SKANDINAVISKA ENSKILDA BANKEN AB (PUBL) | 02/10/2025 | 2,500 | $93,050 | 100.00% | 0.10% |
| BARCLAYS PLC | 02/13/2025 | 1,816 | $68,000 | -6.10% | 0.07% |
| UBS GROUP AG | 02/14/2025 | 605 | $22,840 | 271.17% | 0.02% |
| CAPITAL ADVISORS, LTD. LLC | 02/04/2025 | 269 | $10,000 | 43.09% | 0.01% |
| MASSMUTUAL TRUST CO FSB/ADV | 01/16/2025 | 77 | $2,907 | 100.00% | 0.00% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/13/2025 | 27 | $1,019 | 0.00% | 0.00% |
| JPMORGAN CHASE & CO | 02/12/2025 | 6 | $227 | 0.00% | 0.00% |
| 02/11/2025 | 2 | $77 | 100.00% | 0.00% | |
| HUNTINGTON NATIONAL BANK | 02/12/2025 | 1 | $38 | 0.00% | 0.00% |
| FMR LLC | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| ACADIAN ASSET MANAGEMENT LLC | 02/11/2025 | 0 | $0 | -100.00% | 0.00% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| PERRITT CAPITAL MANAGEMENT INC | 02/12/2025 | 0 | $0 | -100.00% | 0.00% |
| ANCORA ADVISORS, LLC | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| COVE STREET CAPITAL, LLC | 02/12/2025 | 0 | $0 | -100.00% | 0.00% |
| EMPOWERED FUNDS, LLC | 01/28/2025 | 0 | $0 | -100.00% | 0.00% |
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Adams Resources & Energy, Inc. institutional Ownership - FAQ's
During the previous two years, 62 institutional investors and hedge funds held shares of Adams Resources & Energy, Inc.. The most heavily invested institutionals were:
DIMENSIONAL FUND ADVISORS LP: 242,794
NEEDHAM INVESTMENT MANAGEMENT LLC: 190,000
RENAISSANCE TECHNOLOGIES LLC: 181,456
VANGUARD GROUP INC: 101,162
Chicago Capital Management, LLC: 96,624
BlackRock Funding, Inc. /DE: 66,216
56.40% of Adams Resources & Energy, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 1.57 M shares in the last 24 months. This purchase volume represents approximately $58.67 M in transactions.