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.
Q1 2022 vs. Q4 2021
How the institutions holding Adams Diversified Equity Fund, Inc. changed between Q4 2021 and Q1 2022.
All holders in Q1 2022All holders in Q4 2021
| Measure | Q4 2021 | Of which not filed for Q1 2022 | Q1 2022 | Change |
|---|---|---|---|---|
| Holders | 155 | 5 | 142 | −8 |
| Shares | 24.3M | 112.0K | 23.8M | −397.7K (−1.6%) |
| Value | $470.4M | $2.17M | $437.2M | −$31.0M (−6.6%) |
5 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (10)
Institutions that held Adams Diversified Equity Fund, Inc. at the end of Q1 2022 but not at the end of Q4 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Hightower 6M Holding, LLC | 144,693 | $2.67M | 0.20% |
| Atria Wealth Solutions, Inc. | 40,450 | $746.0K | 0.01% |
| CNH Partners LLC | 24,230 | $447.0K | 0.01% |
| Csenge Advisory Group | 15,091 | $278.0K | 0.02% |
| IFP Advisors, Inc | 6,754 | $104.0K | 0.00% |
| Peoples Financial Services Corp. | 2,732 | $50.0K | 0.02% |
| Ellevest, Inc. | 2,354 | $43.0K | 0.00% |
| Money Concepts Capital Corp | 2,285 | $42.0K | 0.00% |
| First Command Bank | 849 | $16.0K | 0.00% |
| First Command Financial Services, Inc. | 849 | $16.0K | 0.00% |
Sold out (18)
Institutions that held Adams Diversified Equity Fund, Inc. at the end of Q4 2021 and filed for Q1 2022 without it.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| Advisors Asset Management, Inc. | 144,855 | $2.81M |
| Northern Trust Corp | 30,900 | $600.0K |
| Avidian Wealth Solutions, LLC | 20,425 | $396.0K |
| Villere St Denis J & Co LLC | 16,697 | $324.0K |
| Mariner Investment Group LLC | 15,000 | $291.0K |
| Sprott Inc. | 10,390 | $202.0K |
| Knights of Columbus Asset Advisors LLC | 5,569 | $108.0K |
| Comprehensive Financial Consultants Institutional, Inc. | 4,998 | $89.0K |
| Proequities, Inc. | 3,789 | $74.0K |
| Total Clarity Wealth Management, Inc. | 1,429 | $28.0K |
| Kelly Financial Services LLC | 778 | $15.1K |
| Delta Asset Management LLC | 646 | $13.0K |
| Fortitude Advisory Group L.L.C. | 600 | $12.0K |
| RE Dickinson Investment Advisors, LLC | 288 | $6.00K |
| Washington Trust Co | 198 | $4.00K |
| Richwood Investment Advisors, LLC | 229 | $4.00K |
| FMR LLC | 1 | $0 |
| CWM, LLC | 9 | $0 |
Not filed for Q1 2022 yet (5)
Institutions that held Adams Diversified Equity Fund, Inc. at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| 6 Meridian | 45,267 | $879.0K |
| NEXT Financial Group, Inc | 21,871 | $425.0K |
| Harbour Investments, Inc. | 21,542 | $418.0K |
| Collaborative Wealth Managment Inc. | 18,065 | $351.0K |
| Carroll Financial Associates, Inc. | 5,269 | $102.0K |