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Adams Diversified Equity Fund, Inc.

ADX
Exchange
NYSE
SEC CIK
0000002230

No open-market purchases or sales by Adams Diversified Equity Fund, Inc. insiders were filed in the last 90 days; 217 institutions reported holding it in 13F filings for Q2 2026, worth $527.8M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Adams Diversified Equity Fund, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
135
No complete 13F data for Q4 2020
Shares held
24.8M
No complete 13F data for Q4 2020
Total value
$451.1M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting ADX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 135 institutions
Q1 2021: 135 institutionsQ2 2021: 140 institutionsQ3 2021: 136 institutionsQ4 2021: 155 institutionsQ1 2022: 142 institutionsQ2 2022: 145 institutionsQ3 2022: 149 institutionsQ4 2022: 167 institutionsQ1 2023: 158 institutionsQ2 2023: 165 institutionsQ3 2023: 155 institutionsQ4 2023: 159 institutionsQ1 2024: 161 institutionsQ2 2024: 161 institutionsQ3 2024: 170 institutionsQ4 2024: 185 institutionsQ1 2025: 181 institutionsQ2 2025: 190 institutionsQ3 2025: 193 institutionsQ4 2025: 204 institutionsQ1 2026: 202 institutionsQ2 2026: 217 institutions
Value heldQ1 2021: $451.1M
Q1 2021: $451.1MQ2 2021: $489.9MQ3 2021: $476.6MQ4 2021: $470.4MQ1 2022: $437.2MQ2 2022: $369.2MQ3 2022: $366.3MQ4 2022: $397.3MQ1 2023: $452.7MQ2 2023: $514.1MQ3 2023: $538.9MQ4 2023: $576.9MQ1 2024: $634.1MQ2 2024: $737.7MQ3 2024: $552.2MQ4 2024: $536.6MQ1 2025: $510.3MQ2 2025: $541.6MQ3 2025: $519.7MQ4 2025: $504.7MQ1 2026: $456.9MQ2 2026: $527.8M
Institutions holding ADX and their total value by quarter
QuarterHoldersValue
Q2 2026217$527.8M
Q1 2026202$456.9M
Q4 2025204$504.7M
Q3 2025193$519.7M
Q2 2025190$541.6M
Q1 2025181$510.3M
Q4 2024185$536.6M
Q3 2024170$552.2M
Q2 2024161$737.7M
Q1 2024161$634.1M
Q4 2023159$576.9M
Q3 2023155$538.9M
Q2 2023165$514.1M
Q1 2023158$452.7M
Q4 2022167$397.3M
Q3 2022149$366.3M
Q2 2022145$369.2M
Q1 2022142$437.2M
Q4 2021155$470.4M
Q3 2021136$476.6M
Q2 2021140$489.9M
Q1 2021135$451.1M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Adams Diversified Equity Fund, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding ADX in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC1$00.00%––
Walled Lake Planning & Wealth Management, LLC5$00.00%––
ShoreHaven Wealth Partners, LLC27$00.00%––
Sound Income Strategies, LLC3$550.00%––
Resources Management Corp75$1.00K0.00%––
Eaton Vance Management68$1.00K0.00%––
CWM, LLC28$1.00K0.00%––
Sowell Financial Services LLC29$1.00K0.00%––
FourThought Financial, LLC33$1.00K0.00%––
Tucker Asset Management LLC141$2.58K0.00%––
American Portfolios Advisors153$2.80K0.00%––
Selective Wealth Management, Inc.145$3.00K0.00%––
Rocky Mountain Advisers, LLC313$6.00K0.01%––
Clear Perspectives Financial Planning, LLC456$8.00K0.00%––
BlackRock Inc.541$10.0K0.00%––
Newbridge Financial Services Group, Inc.583$11.0K0.01%––
Kelly Financial Services LLC675$12.3K0.01%––
Geneos Wealth Management Inc.800$15.0K0.00%––
International Assets Investment Management, LLC941$16.0K0.00%––
Sandy Spring Bank975$18.0K0.00%––
Sargent Bickham Lagudis LLC1,000$18.0K0.00%––
Atwood & Palmer Inc1,057$19.0K0.00%––
First Horizon Advisors, Inc.1,050$19.0K0.00%––
Salem Investment Counselors Inc1,200$22.0K0.00%––
Hudock, Inc.1,339$24.0K0.01%––
Trust Co1,328$24.0K0.02%––
Graves-Light Private Wealth Management, Inc.1,290$24.0K0.00%––
Total Clarity Wealth Management, Inc.1,429$26.0K0.01%––
US Bancorp2,033$37.0K0.00%––
Eudaimonia Partners, LLC3,000$55.0K0.01%––
Glen Eagle Advisors, LLC3,112$56.8K0.02%––
Archer Investment Corp3,123$57.0K0.02%––
Proequities, Inc.3,294$60.0K0.00%––
Northwestern Mutual Wealth Management Co3,365$61.0K0.00%––
Wealthcare Advisory Partners LLC3,839$70.0K0.01%––
Whittier Trust Co4,209$77.0K0.00%––
JPMorgan Chase & Co5,271$96.0K0.00%––
Carroll Financial Associates, Inc.5,269$96.0K0.01%––
MinichMacGregor Wealth Management, LLC120,897$136.0K0.05%––
Plante Moran Financial Advisors, LLC8,012$146.0K0.04%––
Hayek Kallen Investment Management11,450$209.0K0.09%––
Neuberger Berman Group LLC11,634$212.0K0.00%––
Deutsche Bank AG11,653$213.0K0.00%––
Glenmede Trust Co NA11,752$214.0K0.00%––
Segall Bryant & Hamill, LLC11,970$219.0K0.00%––
Wetherby Asset Management Inc12,172$222.0K0.02%––
KC Investment Advisors, LLC12,250$224.0K0.21%––
Savant Capital, LLC12,853$235.0K0.01%––
MorganRosel Wealth Management, LLC13,056$238.0K0.15%––
NEXT Financial Group, Inc13,464$246.0K0.02%––
Truist Financial Corp13,594$248.0K0.00%––
Ameriprise Financial Inc14,191$259.0K0.00%––
BEAM Asset Management, LLC14,494$265.0K0.24%––
United Capital Financial Advisers, LLC14,784$270.0K0.00%––
SMH Capital Advisors Inc15,166$277.0K0.62%––
Walleye Trading LLC15,777$288.0K0.01%––
Creative Planning16,520$302.0K0.00%––
Park Avenue Securities LLC16,817$307.0K0.01%––
Wesbanco Bank Inc17,606$321.0K0.01%––
Regions Financial Corp18,109$331.0K0.00%––
Collaborative Wealth Managment Inc.18,065$333.0K0.19%––
Intercontinental Wealth Advisors, LLC18,349$335.0K0.07%––
Steward Partners Investment Advisory, LLC19,275$352.0K0.01%––
Capstone Financial Advisors, Inc.19,616$358.0K0.03%––
Level Four Advisory Services, LLC20,369$372.0K0.03%––
Rockefeller Capital Management L.P.20,543$375.0K0.00%––
Quad-Cities Investment Group, LLC21,911$400.0K0.30%––
Prostatis Group LLC22,995$419.9K0.33%––
Spire Wealth Management23,779$434.0K0.01%––
Strategic Advisors LLC24,938$455.0K0.13%––
Lee Danner & Bass Inc25,000$456.0K0.04%––
Hennion & Walsh Asset Management, Inc.25,860$472.0K0.03%––
Texas Capital Bank Wealth Management Services Inc25,913$473.0K0.07%––
Northern Trust Corp30,900$564.0K0.00%––
Cetera Advisor Networks LLC34,342$627.0K0.01%––
Citigroup Inc36,428$665.0K0.00%––
Covington Capital Management36,794$672.0K0.03%––
Raymond James Trust N.A.37,262$680.0K0.02%––
Roberts Glore & Co Inc38,237$698.0K0.22%––
Walleye Capital LLC39,215$716.0K0.05%––
Harbour Investments, Inc.42,447$775.0K0.03%––
The PNC Financial Services Group, Inc.44,305$809.0K0.00%––
Merit Financial Group, LLC46,739$853.0K0.09%––
LPL Financial LLC46,842$855.0K0.00%––
MML Investors Services, LLC53,380$975.0K0.01%––
HighTower Advisors, LLC56,417$1.03M0.00%––
UBS Group AG58,271$1.06M0.00%––
Global Endowment Management, LP60,000$1.10M0.07%––
Capital Investment Advisors, LLC62,607$1.14M0.04%––
9258 Wealth Management, LLC63,085$1.15M0.35%––
Stolper Co65,904$1.20M0.62%––
Thrivent Financial for Lutherans80,755$1.47M0.00%––
Bank of Montreal78,631$1.48M0.00%––
Fifth Third Bancorp93,119$1.70M0.01%––
Advisory Services Network, LLC93,542$1.71M0.06%––
Diversified Trust Co104,188$1.90M0.07%––
Twin Focus Capital Partners, LLC114,057$2.08M0.60%––
Ancora Advisors, LLC114,379$2.09M0.06%––
Commonwealth Equity Services, LLC121,152$2.21M0.01%––
D.A. Davidson & Co.122,503$2.24M0.03%––