ADX (Adams Diversified Equity Fund) Institutional Ownership: 17.10% (As of Aug. 26, 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

ADX Adams Diversified Equity Fund Inc ADX
39 GF Score
Price $25.90
! 6 Warning Signs
View Full Analysis

What is Adams Diversified Equity Fund Institutional Ownership?

Adams Diversified Equity Fund ADX +0.50% 39 Institutional Ownership is 17.10% as of Aug. 26, 2026. GuruFocus rates ADX with a GF Score™ of 39/100. The stock has 6 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Adams Diversified Equity Fund's institutional ownership is 17.10%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Adams Diversified Equity Fund's Insider Ownership is 0.61%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Adams Diversified Equity Fund's Float Percentage Of Total Shares Outstanding is 99.58%.

Adams Diversified Equity Fund Institutional Ownership Historical Data

* Premium members only.

The historical data trend for Adams Diversified Equity Fund's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Adams Diversified Equity Fund Institutional Ownership Chart

Adams Diversified Equity Fund Historical Data

The historical data trend for Adams Diversified Equity Fund can be seen below:

2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30 2026-07-31
Institutional Ownership 2.21 1.89 1.71 1.70 1.70 1.59 1.58 1.58 1.49 1.46
ADX
39GF Score
Adams Diversified Equity Fund Inc ADX
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Adams Diversified Equity Fund Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 17.10% mean?
Adams Diversified Equity Fund (ADX) has a Institutional Ownership of 17.10% as of Aug. 26, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Adams Diversified Equity Fund and its competitors.
Is Adams Diversified Equity Fund's Institutional Ownership too high?
Adams Diversified Equity Fund's current Institutional Ownership is 17.10%. Overall, Adams Diversified Equity Fund has a GF Score™ of 39/100, reflecting its overall financial health beyond just this single metric.
How does Adams Diversified Equity Fund's Institutional Ownership compare to UTF and CSQ?
Adams Diversified Equity Fund's Institutional Ownership of 17.10% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for an Asset Management company?
A good Institutional Ownership depends on the Asset Management industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Adams Diversified Equity Fund and its competitors. Adams Diversified Equity Fund's current Institutional Ownership is 17.10%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Adams Diversified Equity Fund stock overvalued right now?
Adams Diversified Equity Fund (ADX) has a current Institutional Ownership of 17.10%. The current Institutional Ownership is 17.10%. Adams Diversified Equity Fund's overall GF Score™ is 39/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For Adams Diversified Equity Fund (ADX), the current Institutional Ownership is 17.10% as of Aug. 26, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Adams Diversified Equity Fund Business Description

Address 500 East Pratt Street, Suite 1300, Baltimore, MD, USA, 21202
Adams Diversified Equity Fund Inc is a diversified investment company. It is an internally managed closed-end fund whose investment objectives are the preservation of capital, the attainment of reasonable income from investments, and an opportunity for capital appreciation. It invests a majority of its assets in very liquid S&P 500 stocks, and has broad flexibility in the selection of stocks, but maintains a sector-neutral approach. The fund has a diversified equity portfolio that consists of securities of companies from energy, consumer staples, information technology, financials, and other sectors.
39GF Score

Get the complete analysis for ADX

Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$25.90
Price