Adams Diversified Equity Fund, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LAZARD ASSET MANAGEMENT LLC | 11/14/2025 | 3.51 M | $78.31 M | -1.11% | 2.92% |
| MORGAN STANLEY | 11/14/2025 | 2.36 M | $52.71 M | -8.08% | 1.97% |
| SABA CAPITAL MANAGEMENT, L.P. | 11/14/2025 | 1.34 M | $29.87 M | -53.34% | 1.12% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 1.31 M | $29.13 M | 6.34% | 1.09% |
| COHEN & STEERS, INC. | 11/14/2025 | 1.14 M | $25.53 M | -8.03% | 0.95% |
| ROYAL BANK OF CANADA | 11/14/2025 | 941.71 K | $21.00 M | -2.09% | 0.78% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10/22/2025 | 926.56 K | $20.66 M | -0.82% | 0.77% |
| BENSLER, LLC | 11/03/2025 | 925.05 K | $20.63 M | 7.83% | 0.77% |
| 1607 CAPITAL PARTNERS, LLC | 11/14/2025 | 652.67 K | $14.55 M | -2.97% | 0.54% |
| WATERFRONT WEALTH INC. | 11/06/2025 | 446.42 K | $10.11 M | 1.30% | 0.37% |
| LPL FINANCIAL LLC | 11/12/2025 | 438.83 K | $9.79 M | 3.50% | 0.37% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/29/2025 | 425.49 K | $9.55 M | -0.67% | 0.35% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/20/2025 | 386.99 K | $8.63 M | -6.29% | 0.32% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 380.02 K | $8.47 M | 8.80% | 0.32% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 355.45 K | $7.93 M | -4.93% | 0.30% |
| 10/29/2025 | 298.38 K | $6.65 M | 5.76% | 0.25% | |
| PENSERRA CAPITAL MANAGEMENT LLC | 11/04/2025 | 295.12 K | $6.58 M | 21.68% | 0.25% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2025 | 278.77 K | $6.22 M | 5.20% | 0.23% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 273.83 K | $6.11 M | 12.47% | 0.23% |
| INTREPID FAMILY OFFICE LLC | 11/14/2025 | 262.00 K | $5.84 M | 1.78% | 0.22% |
| SHAKER FINANCIAL SERVICES, LLC | 10/22/2025 | 237.03 K | $5.29 M | 100.00% | 0.20% |
| RB CAPITAL MANAGEMENT, LLC | 10/21/2025 | 210.59 K | $4.70 M | 4.20% | 0.18% |
| ARQ WEALTH ADVISORS, LLC | 11/25/2025 | 208.35 K | $4.65 M | 54.83% | 0.17% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 207.29 K | $4.62 M | 44.09% | 0.17% |
| FCA CORP /TX | 11/14/2025 | 193.59 K | $4.32 M | 3.82% | 0.16% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 188.46 K | $4.20 M | -2.23% | 0.16% |
| UNCOMMON CENTS INVESTING LLC | 10/16/2025 | 182.58 K | $4.07 M | -1.28% | 0.15% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 176.56 K | $3.84 M | -0.96% | 0.15% |
| CONSOLIDATED PORTFOLIO REVIEW CORP | 11/12/2025 | 153.56 K | $3.42 M | 0.89% | 0.13% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 149.65 K | $3.34 M | 0.12% | 0.12% |
| ROBERTS GLORE & CO INC /IL/ | 11/12/2025 | 138.55 K | $3.09 M | -0.49% | 0.12% |
| MINICHMACGREGOR WEALTH MANAGEMENT, LLC | 10/28/2025 | 136.24 K | $482.14 K | 0.23% | 0.11% |
| INTEGRATED WEALTH CONCEPTS LLC | 11/14/2025 | 134.99 K | $3.01 M | -4.59% | 0.11% |
| GENERAL AMERICAN INVESTORS CO INC | 10/31/2025 | 131.12 K | $2.92 M | 0.00% | 0.11% |
| D.A. DAVIDSON & CO. | 10/22/2025 | 131.05 K | $2.92 M | 2.05% | 0.11% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 112.90 K | $2.51 M | 5.82% | 0.09% |
| DELTA CAPITAL MANAGEMENT LLC | 10/14/2025 | 105.47 K | $2.35 M | 0.00% | 0.09% |
| STOLPER CO | 10/10/2025 | 100.14 K | $2.23 M | 1.32% | 0.08% |
| PROVIDENCE WEALTH ADVISORS, LLC | 11/05/2025 | 98.95 K | $2.29 M | 0.00% | 0.08% |
| JONES FINANCIAL COMPANIES LLLP | 11/04/2025 | 86.06 K | $1.90 M | 45.81% | 0.07% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 11/13/2025 | 78.55 K | $1.75 M | 209.49% | 0.07% |
| WESTBOURNE INVESTMENT ADVISORS, INC. | 10/20/2025 | 75.40 K | $1.68 M | 5.45% | 0.06% |
| MEANS INVESTMENT CO., INC. | 11/06/2025 | 71.43 K | $1.59 M | 0.00% | 0.06% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 69.58 K | $1.55 M | 0.90% | 0.06% |
| WAVERLY ADVISORS, LLC | 11/14/2025 | 67.63 K | $1.51 M | 0.05% | 0.06% |
| CI PRIVATE WEALTH, LLC | 11/14/2025 | 65.48 K | $1.46 M | 0.00% | 0.05% |
| UBS GROUP AG | 11/13/2025 | 64.38 K | $1.44 M | -20.34% | 0.05% |
| DIVERSIFIED TRUST CO | 10/20/2025 | 64.06 K | $1.43 M | 0.00% | 0.05% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 63.24 K | $1.41 M | 1.96% | 0.05% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 11/10/2025 | 62.58 K | $1.40 M | -1.01% | 0.05% |
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Adams Diversified Equity Fund, Inc. institutional Ownership - FAQ's
During the previous two years, 270 institutional investors and hedge funds held shares of Adams Diversified Equity Fund, Inc.. The most heavily invested institutionals were:
LAZARD ASSET MANAGEMENT LLC: 3.51 M
MORGAN STANLEY: 2.36 M
Saba Capital Management, L.P.: 1.34 M
RAYMOND JAMES FINANCIAL INC: 1.31 M
COHEN & STEERS, INC.: 1.14 M
ROYAL BANK OF CANADA: 941,707
19.31% of Adams Diversified Equity Fund, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 29.34 M shares in the last 24 months. This purchase volume represents approximately $660.04 M in transactions.