Latest imported 13F data
ADX

ADAMS DIVERSIFIED EQUITY FD

Institutional Ownership · Q4 2025

Filing: Q4 2025

ADAMS DIVERSIFIED EQUITY FD (ADX) is held by 184 institutional investors with combined holdings of $751M. Major holders include SMH CAPITAL ADVISORS INC, LAZARD ASSET MANAGEMENT L, MORGAN STANLEY.

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Institutional Holders
184
Total Value
$751.3M
Ownership %
15.7%

🏦 Top Institutional Holders

SMH CAPITAL ADVISORS INC
13.0K shares
$302.9M
0.01% ownership
LAZARD ASSET MANAGEMENT LLC
3.6M shares
$83.7M
2.93% ownership
MORGAN STANLEY
1.9M shares
$43.3M
1.52% ownership
COHEN & STEERS, INC.
1.1M shares
$25.3M
0.89% ownership
Bensler, LLC
987.7K shares
$23.0M
0.81% ownership

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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