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Adams Resources & Energy (AE) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Adams Resources & Energy (NYSE:AE)

Current
Institutional Ownership
Percentage
57.81%
Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$11.27M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$5.03M
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AE Institutional Buying and Selling by Quarter

Adams Resources & Energy Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025CSS LLC IL13,587$513K0.0%N/A0.529%
2/17/2025Millennium Management LLC5,310$200K0.0%N/A0.207%
2/14/2025Northern Trust Corp24,026$907K0.0%+11.0%0.935%
2/14/2025Oxford Asset Management LLP9,864$372K0.2%N/A0.384%
2/14/2025Credit Industriel ET Commercial35,234$1.33M0.2%N/A1.371%
2/14/2025Cigogne Management SA47,914$1.81M1.1%N/A1.864%
2/14/2025Hsbc Holdings PLC6,194$230K0.0%N/A0.241%
2/14/2025Dimensional Fund Advisors LP242,794$9.17M0.0%-1.0%9.447%
2/13/2025Raymond James Financial Inc.13,891$524K0.0%N/A0.541%
2/13/2025Renaissance Technologies LLC181,456$6.85M0.0%-3.9%7.061%
2/13/2025Yakira Capital Management Inc.12,586$475K0.2%N/A0.490%
2/13/2025Wells Fargo & Company MN31,539$1.19M0.0%-44.4%1.227%
2/13/2025Wittenberg Investment Management Inc.20,705$782K0.3%-2.9%0.806%
2/12/2025First Wilshire Securities Management Inc.32,821$1.24M0.3%+2.9%1.277%
2/12/2025Geode Capital Management LLC25,765$973K0.0%+2.6%1.003%
2/12/2025O Shaughnessy Asset Management LLC6,462$244K0.0%-30.6%0.251%
2/12/2025Aegis Financial Corp45,022$1.70M1.5%-60.9%1.752%
2/12/2025Chicago Capital Management LLC96,624$3.65M2.3%N/A3.760%
2/10/2025Skandinaviska Enskilda Banken AB publ2,500$93K0.0%N/A0.097%
2/7/2025Net Worth Advisory Group5,524$209K0.1%N/A0.215%
2/6/2025Raymond James Financial Inc.13,891$524K0.0%N/A0.541%
2/6/2025Atria Investments Inc6,809$257K0.0%N/A0.265%
2/5/2025Ascension Capital Advisors Inc.5,317$201K0.1%N/A0.207%
11/19/2024Barclays PLC1,934$52K0.0%+118.5%0.075%
11/16/2024Geode Capital Management LLC25,124$679K0.0%+8.3%0.975%
11/15/2024Barclays PLC1,934$52K0.0%+118.5%0.075%
11/15/2024Needham Investment Management LLC190,000$5.13M0.4%-8.0%7.364%
11/13/2024Wittenberg Investment Management Inc.21,315$576K0.2%+1.6%0.829%
11/12/2024Round Hill Asset Management22,979$620K0.4%+71.6%0.894%
11/12/2024Cerity Partners LLC20,350$549K0.0%+117.1%0.792%
11/6/2024Empowered Funds LLC18,542$501K0.0%+5.3%0.721%
11/6/2024Bard Associates Inc.12,438$336K0.1%+13.1%0.484%
8/9/2024Renaissance Technologies LLC187,656$5.25M0.0%-1.9%7.310%
8/9/2024Dimensional Fund Advisors LP254,776$7.13M0.0%-5.1%9.925%
5/10/2024Aegis Financial Corp115,111$3.34M2.8%-20.1%4.479%
5/7/2024Empowered Funds LLC16,344$474K0.0%+8.1%0.637%
5/3/2024Wittenberg Investment Management Inc.20,976$608K0.2%+14.8%0.816%
2/14/2024Wittenberg Investment Management Inc.18,279$479K0.2%+12.8%0.717%
2/12/2024First Wilshire Securities Management Inc.31,094$814K0.3%-2.7%1.219%
11/15/2023Knightsbridge Asset Management LLC8,908$300K0.1%N/A0.349%
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11/14/2023Perritt Capital Management Inc.4,000$135K0.1%+33.3%0.157%
11/14/2023Ancora Advisors LLC24,614$829K0.0%+112.2%0.965%
11/14/2023Wittenberg Investment Management Inc.16,203$546K0.2%+2.5%0.635%
11/14/2023O Shaughnessy Asset Management LLC15,332$517K0.0%-11.6%0.601%
11/13/2023Acadian Asset Management LLC65,391$2.20M0.0%-4.5%2.564%
11/13/2023FMR LLC172,342$5.81M0.0%-13.2%6.759%
10/13/2023Ritholtz Wealth Management6,508$219K0.0%-6.7%0.257%
8/14/2023Perritt Capital Management Inc.3,000$105K0.1%N/A0.119%
8/11/2023O Shaughnessy Asset Management LLC17,344$610K0.0%-11.4%0.686%
8/11/2023Wittenberg Investment Management Inc.15,803$555K0.2%+11.9%0.625%
8/7/2023Acadian Asset Management LLC68,455$2.40M0.0%-14.6%2.706%
7/27/2023EA Series Trust12,669$445K0.0%N/A0.501%
7/26/2023Janney Montgomery Scott LLC10,276$361K0.0%N/A0.406%
7/25/2023Raymond James & Associates15,007$527K0.0%-4.3%0.593%
7/17/2023Ritholtz Wealth Management6,974$245K0.0%-19.1%0.276%
(Data available from 1/1/2016 forward)

AE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AE shares?

During the previous two years, 37 institutional investors and hedge funds held shares of Adams Resources & Energy. The most heavily invested institutionals were Dimensional Fund Advisors LP ($9.17M), Renaissance Technologies LLC ($6.85M), FMR LLC ($5.81M), Needham Investment Management LLC ($5.13M), Chicago Capital Management LLC ($3.65M), Acadian Asset Management LLC ($2.20M), and Cigogne Management SA ($1.81M).Learn more on Adams Resources & Energy's institutional investors.

What percentage of Adams Resources & Energy's stock is owned by institutional investors?

57.81% of Adams Resources & Energy's stock is owned by institutional investors. Learn more on AE's institutional investor holdings.

Which institutional investors have been buying Adams Resources & Energy's stock?

Of the 27 institutional investors that purchased Adams Resources & Energy's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Chicago Capital Management LLC ($96.62K), Cigogne Management SA ($47.91K), Credit Industriel ET Commercial ($35.23K), Raymond James Financial Inc. ($27.78K), CSS LLC IL ($13.59K), Ancora Advisors LLC ($13.02K), and EA Series Trust ($12.67K).

How much institutional buying is happening at Adams Resources & Energy?

Institutional investors have bought a total of 306,495 shares in the last 24 months. This purchase volume represents approximately $11.27M in transactions.

Which of Adams Resources & Energy's major shareholders have been selling company stock?

The following institutional investors have sold Adams Resources & Energy stock in the last 24 months: Aegis Financial Corp ($70.09K), Wells Fargo & Company MN ($25.20K), Needham Investment Management LLC ($16.50K), Dimensional Fund Advisors LP ($16.13K), Renaissance Technologies LLC ($11.10K), O Shaughnessy Asset Management LLC ($2.85K), and Wittenberg Investment Management Inc. ($610.00).

How much institutional selling is happening at Adams Resources & Energy?

Institutional investors have sold a total of 142,482 shares in the last 24 months. This volume of shares sold represents approximately $5.03M in transactions.


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This page (NYSE:AE) was last updated on 7/12/2025 by MarketBeat.com Staff
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