Who Owns ADAMS (ADX)? -- Institutional Holders (2026-06-30)

233 institutions reported holding $527.8M of ADAMS (ADX) in SEC 13F filings for 2026-06-30. Largest institutional holders: LAZARD ASSET MANAGEMENT LLC ($82.0M), RAYMOND JAMES FINANCIAL INC ($33.7M), Bensler, LLC ($28.9M), COHEN & STEERS, INC. ($28.1M), LPL Financial LLC ($26.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LAZARD ASSET MANAGEMENT LLC$82.0M3.2MTrimmed
2RAYMOND JAMES FINANCIAL INC$33.7M1.3MAdded
3Bensler, LLC$28.9M1.1MAdded
4COHEN & STEERS, INC.$28.1M1.1MTrimmed
5LPL Financial LLC$26.0M1.0MAdded
6Royal Bank of Canada$24.4M953,099Trimmed
7BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$21.6M846,398Trimmed
8MORGAN STANLEY$19.6M768,743Trimmed
9STIFEL FINANCIAL CORP$10.6M413,322Trimmed
10Advisors Asset Management, Inc.$10.3M401,665Added
11Waterfront Wealth Inc.$9.0M345,424Trimmed
12ARQ WEALTH ADVISORS, LLC$8.8M334,882Added
13BANK OF AMERICA CORP /DE/$8.2M320,464Added
14WELLS FARGO & COMPANY/MN$7.5M295,048Added
15WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$7.3M279,405Added
16INTREPID FAMILY OFFICE LLC$7.1M278,226Added
17Hennion & Walsh Asset Management, Inc.$7.0M275,750Trimmed
18AMERIPRISE FINANCIAL INC$7.0M272,279Trimmed
19GatePass Capital, LLC$6.0M235,085Trimmed
20MAI Capital Management$5.7M221,469New
21RB Capital Management, LLC$5.4M211,303Added
22OSAIC HOLDINGS, INC.$5.1M201,219Added
23FCA CORP /TX$5.1M200,255Added
24JONES FINANCIAL COMPANIES LLLP$5.0M197,843Added
25UMB BANK N A/MO$4.9M192,516Trimmed

Source: SEC Form 13F filings · as of 2026-06-30