Institutional Ownership
Adams Diversified Equity Fd
CUSIP 006212104COMADXQ1 2026
Institutional Holders
198
13F filers
Shares Held
20.76M
Aggregate institutional
Institutional Value
$422.42M
Q1 2026
Net New Holders
+4
21 new · 17 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions21
Increased88
Decreased49
Sold out17
Institutional Holders
198 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lazard Asset Management LLC | 3.57M | $78.09M | −22.3K | Reduced |
| 2 | Raymond James Financial Inc | 1.29M | $28.30M | −52.6K | Reduced |
| 3 | Morgan Stanley | 1.16M | $25.46M | −695.6K | Reduced |
| 4 | Bensler, LLC | 1.05M | $23.09M | +67.2K | Added |
| 5 | Royal Bank Of Canada | 980.3K | $21.46M | +44.4K | Added |
| 6 | Blue Bell Private Wealth Management, LLC | 894.2K | $19.57M | −30.1K | Reduced |
| 7 | Stifel Financial Corp | 417.5K | $9.14M | +14.1K | Added |
| 8 | Advisors Asset Management, Inc. | 398.9K | $8.73M | +11.8K | Added |
| 9 | Lpl Financial LLC | 387.1K | $8.47M | −45.5K | Reduced |
| 10 | Allspring Global Investments Holdings, LLC | 382.3K | $8.37M | −18.4K | Reduced |
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