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.
Q3 2021 vs. Q2 2021
How the institutions holding Adams Diversified Equity Fund, Inc. changed between Q2 2021 and Q3 2021.
All holders in Q3 2021All holders in Q2 2021
| Measure | Q2 2021 | Of which not filed for Q3 2021 | Q3 2021 | Change |
|---|---|---|---|---|
| Holders | 140 | 1 | 136 | −3 |
| Shares | 24.9M | 28 | 24.2M | −734.1K (−2.9%) |
| Value | $489.9M | $1.00K | $476.6M | −$13.4M (−2.7%) |
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (11)
Institutions that held Adams Diversified Equity Fund, Inc. at the end of Q3 2021 but not at the end of Q2 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Mercer Global Advisors Inc | 28,815 | $571.0K | 0.00% |
| Integrated Wealth Concepts LLC | 25,963 | $514.0K | 0.02% |
| Millennium Management LLC | 18,504 | $366.0K | 0.00% |
| Villere St Denis J & Co LLC | 16,697 | $330.0K | 0.02% |
| Csenge Advisory Group | 12,824 | $255.0K | 0.02% |
| Founders Capital Management, LLC | 10,333 | $205.0K | 0.05% |
| FMR LLC | 3,643 | $72.0K | 0.00% |
| Koshinski Asset Management, Inc. | 2,078 | $41.1K | 0.00% |
| Capital Analysts, LLC | 1,639 | $32.0K | 0.00% |
| Total Clarity Wealth Management, Inc. | 1,429 | $28.0K | 0.01% |
| Hexagon Capital Partners LLC | 1,400 | $28.0K | 0.01% |
Sold out (14)
Institutions that held Adams Diversified Equity Fund, Inc. at the end of Q2 2021 and filed for Q3 2021 without it.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Penserra Capital Management LLC | 352,279 | $6.96M |
| CNH Partners LLC | 24,322 | $481.0K |
| Kovack Advisors, Inc. | 24,000 | $474.0K |
| Level Four Advisory Services, LLC | 20,369 | $403.0K |
| United Capital Financial Advisers, LLC | 16,604 | $328.0K |
| Walleye Trading LLC | 13,434 | $266.0K |
| MorganRosel Wealth Management, LLC | 13,056 | $258.0K |
| Keybank National Association | 12,600 | $249.0K |
| Neuberger Berman Group LLC | 11,634 | $230.0K |
| Virtu Financial LLC | 11,107 | $220.0K |
| Mid Atlantic Financial Management Inc | 10,039 | $198.0K |
| Johnson Financial Group, Inc. | 3,316 | $66.0K |
| Ade, LLC | 682 | $13.0K |
| Newbridge Financial Services Group, Inc. | 583 | $12.0K |
Not filed for Q3 2021 yet (1)
Institutions that held Adams Diversified Equity Fund, Inc. at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| CWM, LLC | 28 | $1.00K |