HolderBook

ADOBE INC (ADBE)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

92
Reporting holders
$123.0M
Reported value
0.0%
Calls
0.0%
Puts
-1,922
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI$16.6M68,9851.10%32q-2.6%-$447.2K
Allen Mooney & Barnes Investment Advisors LLC$13.9M57,8742.06%19q+2.5%+$336.9K
Artemis Investment Management LLP$13.2M55,0140.12%newNEW
ATWOOD & PALMER INC$12.7M53,1330.65%32q+590266.7%+$12.7M
CACTI ASSET MANAGEMENT LLC$11.8M50,5620.62%newNEW
Deane Retirement Strategies, Inc.$5.6M23,2142.28%5q-0.6%-$35.2K
Kennon-Green & Company, LLC$4.3M18,0453.32%16q+39.8%+$1.2M
Quintet Private Bank (Europe) S.A.$3.5M14,4970.15%16q+87.3%+$1.6M
Farther Finance Advisors, LLC$3.2M13,4970.02%16q-3.7%-$124.1K
FIRST FINANCIAL BANK - TRUST DIVISION$2.3M9,4490.16%4q+1.4%+$30.2K
Legacy Wealth Asset Management, LLC$1.9M8,0770.42%24q+38.1%+$534.3K
CENTRAL BANK & TRUST CO$1.8M7,6040.26%32q-25.9%-$639.2K
GAMMA Investing LLC$1.8M7,3870.06%12q+24.7%+$350.6K
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$1.6M6,4730.02%32q-16.5%-$305.9K
Pacifica Partners Inc.$1.5M6,0700.44%23q-0.6%-$9.2K
Trust Co$1.4M5,9920.13%23q-39.5%-$937.7K
Invariant Investment Management$1.3M5,6010.77%4q+13.5%+$158.5K
CANANDAIGUA NATIONAL BANK & TRUST CO$1.3M5,4020.11%20q+3.2%+$40.5K
Venture Visionary Partners LLC$1.1M4,7180.03%28q-2.6%-$29.8K
Coastline Trust Co$1.1M4,6720.10%32q-0.8%-$9.6K
HF Advisory Group, LLC$869.4K3,6230.26%16q-34.5%-$457.4K
Applied Capital LLC/FL$853.7K3,5580.34%16q+0.9%+$7.2K
Balefire, LLC$787.0K3,2800.12%6q-11.5%-$102.0K
Barden Capital Management, Inc.$772.6K3,2200.70%20qHELD
Apella Capital, LLC$770.6K3,1110.01%14q+27.9%+$167.9K
Douglas Lane & Associates, LLC$696.3K2,9020.01%32q-2.2%-$15.4K
Atlas Brown,Inc.$658.4K2,7440.17%3qHELD
Wisconsin Wealth Advisors, LLC$636.8K2,6540.54%8q+4.9%+$29.5K
Prota Financial, LLC$618.4K2,5630.40%4q+6.4%+$37.2K
Crumly & Associates Inc.$569.1K2,3720.10%9q+6.9%+$36.7K
CONGRESS ASSET MANAGEMENT CO$563.4K2,3480.00%32qHELD
Valeo Financial Advisors, LLC$522.0K2,1750.01%32q+0.6%+$3.4K
Peoples Bank/KS$489.7K2,0410.48%13q-5.1%-$26.2K
Boltwood Capital Management$482.8K2,0120.11%28q-1.7%-$8.4K
MassMutual Private Wealth & Trust, FSB$478.9K1,9960.01%32q-88.4%-$3.6M
EASTERN BANK$473.6K1,9740.01%32q-2.9%-$13.9K
Byrne Asset Management LLC$449.7K1,8640.25%20q-4.2%-$19.8K
Plan A Wealth LLC$442.0K1,8420.16%6q+1.3%+$5.8K
Investors Research Corp$436.7K1,8200.08%31q-2.3%-$10.1K
ACIMA PRIVATE WEALTH, LLC$435.5K1,8150.13%32qHELD
CapWealth Advisors, LLC$427.8K1,7830.03%newNEW
Violich Capital Management, Inc.$425.9K1,7750.05%32qHELD
Everhart Financial Group, Inc.$425.9K1,7750.03%16q+24.6%+$84.2K
Wedmont Private Capital$388.3K1,6110.01%20q+30.9%+$91.6K
Ridgewood Investments LLC$356.8K1,4870.13%10q-18.6%-$81.6K
ROCKLAND TRUST CO$356.6K1,4860.01%32q-3.7%-$13.7K
Versant Capital Management, Inc$355.1K1,4800.03%32q-1.2%-$4.3K
PARK NATIONAL CORP /OH/$354.4K1,4770.01%32q-25.8%-$123.1K
RIVERSEDGE ADVISORS, LLC$338.1K1,4090.04%7q+2.9%+$9.6K
Grove Bank & Trust$335.7K1,3990.03%32q-9.3%-$34.3K
SACKS & ASSOCIATES, LLC$327.5K1,3650.23%4qHELD
Breakwater Capital Group$309.8K1,2910.04%14q+2.8%+$8.4K
Avidian Wealth Enterprises, LLC$308.6K1,2860.01%newNEW
Tactive Advisors, LLC$305.2K1,2720.07%7qHELD
MOODY NATIONAL BANK TRUST DIVISION$284.6K1,1860.02%32q+7.9%+$20.9K
DLK Investment Management, LLC$275.9K1,1500.10%12q-88.4%-$2.1M
Greenfield Savings Bank$271.4K1,1310.10%15q-10.4%-$31.4K
Acropolis Investment Management, LLC$270.9K1,1290.01%8q-34.5%-$142.5K
YHB Investment Advisors, Inc.$264.4K1,1020.02%32q-3.9%-$10.8K
Cooper Financial Group$244.2K1,0180.02%30q-15.4%-$44.6K
Veery Capital, LLC$238.5K9940.06%newNEW
FINANCIAL MANAGEMENT NETWORK INC$234.1K9850.03%24q-9.2%-$23.8K
Central Pacific Bank - Trust Division$233.9K9750.02%5qHELD
M.E. ALLISON & CO., INC.$229.6K9570.13%newNEW
CHAPIN DAVIS, INC.$210.4K8770.04%13q-71.1%-$518.3K
ARGUS INVESTORS' COUNSEL, INC.$208.7K8700.16%newNEW
General Partner, Inc.$174.7K7280.09%16qHELD
Bank of New Hampshire$136.0K5670.03%22q-48.4%-$127.6K
Wealth Enhancement Trust Services, Inc.$132.2K5510.01%4q-88.9%-$1.1M
Bangor Savings Bank$107.0K4460.01%18q-1.5%-$1.7K
ELEVATION WEALTH PARTNERS, LLC$63.8K2660.02%15q+189.1%+$41.8K
Bank & Trust Co$62.1K2590.04%10qHELD
CoreCap Advisors, LLC$55.2K2300.00%15q-23.3%-$16.8K
TOMPKINS FINANCIAL CORP$52.8K2200.00%30q-10.2%-$6.0K
Dakota Community Bank & Trust NA$36.0K1500.10%16q+36.4%+$9.6K
GoalVest Advisory LLC$31.4K1310.01%22q-19.1%-$7.4K
Bullock Wealth Management Group$30.2K1250.01%11q+468.2%+$24.9K
NORTH POINT PORTFOLIO MANAGERS CORP/OH$30.0K1250.01%newNEW
Mn Services Vermogensbeheer B.V.$28.6K119,2640.21%31q+1.3%
Planning Strategies Inc.$21.1K880.01%2q-9.3%-$2.2K
ARMSTRONG ADVISORY GROUP, INC$20.6K860.00%16q+3.6%
GK Wealth Management LLC$20.4K850.01%newNEW
GILPIN WEALTH MANAGEMENT, LLC$18.5K770.01%4q-8.3%-$1.7K
PROFESSIONAL ADVISORY SERVICES INC$14.8K61,6961.77%5q-6.4%-$1.0K
STEPH & CO$14.4K600.00%28q+7.1%
Marquette Asset Management, LLC$13.4K560.00%newNEW
Brown Shipley& Co Ltd$12.5K520.01%15qHELD
AMERICAN NATIONAL BANK & TRUST$11.3K470.00%23q-82.9%-$54.7K
CX Institutional$6.0K25,0410.16%32q-51.8%-$6.5K
JACOBS & CO/CA$3.2K13,4140.28%32q-6.5%
Retirement Wealth Solutions LLC$2.9K120.00%3q+1100.0%+$2.6K
Davis Capital Management$2.6K110.00%13q+37.5%
Rosenberg Matthew Hamilton$2.6K110.00%27qHELD
Miller Global Investments, LLC$1.7K70.00%4qHELD
TOTH FINANCIAL ADVISORY CORP$1.4K60.00%2q-92.5%-$17.8K
Noble Wealth Management PBC$1.2K50.00%2qHELD
MAGNOLIA CAPITAL MANAGEMENT LTD$4321,8000.31%21qHELD
Polaris Financial Partners$7300.00%newFIRST

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-0713GSTATE STREET CORPORATION5.2%
2026-07-2713G/ABlackRock, Inc.9.4%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-09-082026-09-02Directors or officers departed or appointedfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-09-16NARAYEN SHANTANUChair and CEOSold74,500$18.7M ×5
2026-04-28NARAYEN SHANTANUChair and CEOSold75,000$18.3M ×3
2026-09-17NARAYEN SHANTANUChair and CEOSold50,500$12.6M ×7
2026-06-25Ricks David ADirectorBought10,000$1.9M
2026-04-20Durn DanielEVP & CFOSold1,336$331.4K
2026-04-30Forusz JillianSVP & CAOSold755$185.9K
2026-07-29Forusz JillianSVP & CAOSold416$110.0K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202692$123.0M513,8511028400.0%
Q2 20262,014$87.3B364,751,20015764791714.3%
Q1 20262,198$90.4B332,728,98416276897510.5%
Q4 20252,545$134.7B350,011,7021477681,1668.8%
Q3 20252,500$132.2B339,767,4931238981,0979.4%
Q2 20252,703$145.6B351,245,6441899911,1146.7%
Q1 20252,716$143.3B347,893,7841621,0981,0387.0%
Q4 20242,870$169.7B353,436,9881261,0231,0757.5%
Q3 20242,804$199.6B359,672,2521681,1279376.7%
Q2 20242,776$219.0B367,877,9311751,1289856.8%
Q1 20242,788$212.6B392,890,6981571,1659806.9%
Q4 20232,849$247.6B390,113,6761739791,0086.0%
Q3 20232,630$200.8B371,123,0661879519185.6%
Q2 20232,541$193.0B372,810,9752938639265.7%
Q1 20232,342$156.2B386,343,3401629377954.6%
Q4 20222,314$134.6B375,810,5622037489005.8%
Q3 20222,169$111.1B380,431,8671098118435.5%
Q2 20222,287$147.2B382,799,6011099038684.7%
Q1 20222,403$188.0B388,990,6991571,0517875.7%
Q4 20212,479$238.8B393,186,7671319277426.7%
Q3 20212,299$238.5B395,602,6441368267854.5%
Q2 20212,248$242.4B397,365,0111738756574.0%
Q1 20212,167$197.9B396,531,7431189247294.8%
Q4 20202,192$219.6B403,337,6751288656487.6%
Q3 20202,022$211.6B402,987,5471617497156.6%
Q2 20201,952$183.4B407,935,0632447456333.2%
Q1 20201,797$136.3B414,811,4131866976313.2%
Q4 20191,739$143.4B418,703,9791505845463.6%
Q3 20191,551$120.1B417,383,7081135565483.9%
Q2 20191,549$130.8B424,286,4741295605384.4%
Q1 20191,515$117.6B425,238,6941335535123.7%
Q4 20181,451$101.5B432,572,7141021263.6%