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.
Q2 2021 vs. Q1 2021
How the institutions holding Adams Diversified Equity Fund, Inc. changed between Q1 2021 and Q2 2021.
All holders in Q2 2021All holders in Q1 2021
| Measure | Q1 2021 | Of which not filed for Q2 2021 | Q2 2021 | Change |
|---|---|---|---|---|
| Holders | 135 | 1 | 140 | +6 |
| Shares | 24.8M | 18.1K | 24.9M | +106.2K (+0.4%) |
| Value | $451.1M | $333.0K | $489.9M | +$39.2M (+8.7%) |
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (18)
Institutions that held Adams Diversified Equity Fund, Inc. at the end of Q2 2021 but not at the end of Q1 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| 6 Meridian | 158,227 | $3.13M | 0.25% |
| Cambridge Investment Research Advisors, Inc. | 27,705 | $548.0K | 0.00% |
| Private Advisor Group, LLC | 26,361 | $521.0K | 0.00% |
| CNH Partners LLC | 24,322 | $481.0K | 0.01% |
| Kovack Advisors, Inc. | 24,000 | $474.0K | 0.05% |
| RSM US Wealth Management LLC | 23,031 | $455.0K | 0.02% |
| Doliver Advisors, LP | 21,734 | $430.0K | 0.14% |
| Barclays PLC | 15,664 | $360.0K | 0.00% |
| OTA Financial Group L.P. | 18,084 | $357.0K | 0.40% |
| CRA Financial Services, LLC | 14,150 | $280.0K | 0.10% |
| Guggenheim Capital LLC | 13,815 | $273.0K | 0.00% |
| Veritable, L.P. | 13,357 | $264.0K | 0.00% |
| Keybank National Association | 12,600 | $249.0K | 0.00% |
| Virtu Financial LLC | 11,107 | $220.0K | 0.02% |
| Mid Atlantic Financial Management Inc | 10,039 | $198.0K | 0.01% |
| TCI Wealth Advisors, Inc. | 4,000 | $79.0K | 0.01% |
| Johnson Financial Group, Inc. | 3,316 | $66.0K | 0.00% |
| Ade, LLC | 682 | $13.0K | 0.01% |
Sold out (12)
Institutions that held Adams Diversified Equity Fund, Inc. at the end of Q1 2021 and filed for Q2 2021 without it.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| Sit Investment Associates Inc | 875,579 | $16.0M |
| Wealthcare Advisory Partners LLC | 3,839 | $70.0K |
| Archer Investment Corp | 3,123 | $57.0K |
| Eudaimonia Partners, LLC | 3,000 | $55.0K |
| Total Clarity Wealth Management, Inc. | 1,429 | $26.0K |
| International Assets Investment Management, LLC | 941 | $16.0K |
| Selective Wealth Management, Inc. | 145 | $3.00K |
| Eaton Vance Management | 68 | $1.00K |
| Sowell Financial Services LLC | 29 | $1.00K |
| Sound Income Strategies, LLC | 3 | $55 |
| FMR LLC | 1 | $0 |
| ShoreHaven Wealth Partners, LLC | 27 | $0 |
Not filed for Q2 2021 yet (1)
Institutions that held Adams Diversified Equity Fund, Inc. at the end of Q1 2021 and haven't filed a 13F for Q2 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| Collaborative Wealth Managment Inc. | 18,065 | $333.0K |