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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.

Q4 2021 vs. Q3 2021

How the institutions holding Adams Diversified Equity Fund, Inc. changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of ADX: Q3 2021 compared with Q4 2021
MeasureQ3 2021Q4 2021Change
Holders136155+19
Shares24.2M24.3M+169.3K (+0.7%)
Value$476.6M$470.4M−$6.16M (−1.3%)

New holders (33)

Institutions that held Adams Diversified Equity Fund, Inc. at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to ADX in Q4 2021
InstitutionSharesValue% of portfolio
Allspring Global Investments Holdings, LLC601,157$11.7M0.01%
Bensler, LLC262,553$5.10M1.42%
Intrepid Family Office LLC246,789$4.79M5.58%
Segantii Capital Management Ltd58,839$1.14M0.04%
CSS LLC35,966$698.0K0.03%
Confluence Wealth Services, Inc.35,053$680.0K0.22%
Avidian Wealth Solutions, LLC20,425$396.0K0.03%
First Republic Investment Management, Inc.20,006$388.0K0.00%
Capital Market Strategies LLC19,584$380.0K0.31%
Collaborative Wealth Managment Inc.18,065$351.0K0.19%
Qube Research & Technologies Ltd17,922$348.0K0.00%
United Capital Financial Advisers, LLC17,204$334.0K0.00%
Mariner Investment Group LLC15,000$291.0K0.12%
GWM Advisors LLC12,635$245.0K0.00%
MSH Capital Advisors LLC10,830$210.2K0.09%
Sprott Inc.10,390$202.0K0.01%
First Community Trust NA8,526$165.5K0.14%
Knights of Columbus Asset Advisors LLC5,569$108.0K0.01%
Comprehensive Financial Consultants Institutional, Inc.4,998$89.0K0.06%
Carolinas Wealth Consulting LLC3,668$71.0K0.02%
Clearstead Advisors, LLC2,734$53.0K0.00%
Steward Financial Group LLC1,350$26.0K0.02%
Delta Asset Management LLC646$13.0K0.00%
Fortitude Advisory Group L.L.C.600$12.0K0.01%
Larson Financial Group LLC405$8.00K0.00%
Focused Wealth Management, Inc313$6.00K0.00%
RE Dickinson Investment Advisors, LLC288$6.00K0.00%
Bessemer Group Inc276$5.00K0.00%
Washington Trust Co198$4.00K0.00%
Richwood Investment Advisors, LLC229$4.00K0.00%
Maryland Capital Advisors Inc.175$3.00K0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC113$2.00K0.00%
CWM, LLC9$00.00%

Sold out (14)

Institutions that held Adams Diversified Equity Fund, Inc. at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of ADX in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Matisse Capital578,248$11.4M
Karpus Management, Inc.160,022$3.17M
Doliver Advisors, LP25,529$505.0K
Millennium Management LLC18,504$366.0K
Barclays PLC15,664$358.0K
OTA Financial Group L.P.15,624$309.0K
Csenge Advisory Group12,824$255.0K
Segall Bryant & Hamill, LLC11,970$237.0K
BEAM Asset Management, LLC11,743$233.0K
TCI Wealth Advisors, Inc.8,010$159.0K
Capital Analysts, LLC1,639$32.0K
First Horizon Advisors, Inc.1,050$20.0K
Trust Co665$13.0K
Walled Lake Planning & Wealth Management, LLC2$0