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 2022
Institutional positions in Adams Diversified Equity Fund, Inc. as of Mar 31, 2022. 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
- 142
- −8 vs. Q4 2021
- Shares held
- 23.8M
- −397.7K (−1.6%) vs. Q4 2021
- Total value
- $437.2M
- −$31.0M (−6.6%) vs. Q4 2021
- New holders
- 10
- 48 more added
- Sold out
- 18
- 35 more reduced
5 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 217 | $527.8M |
| Q1 2026 | 202 | $456.9M |
| Q4 2025 | 204 | $504.7M |
| Q3 2025 | 193 | $519.7M |
| Q2 2025 | 190 | $541.6M |
| Q1 2025 | 181 | $510.3M |
| Q4 2024 | 185 | $536.6M |
| Q3 2024 | 170 | $552.2M |
| Q2 2024 | 161 | $737.7M |
| Q1 2024 | 161 | $634.1M |
| Q4 2023 | 159 | $576.9M |
| Q3 2023 | 155 | $538.9M |
| Q2 2023 | 165 | $514.1M |
| Q1 2023 | 158 | $452.7M |
| Q4 2022 | 167 | $397.3M |
| Q3 2022 | 149 | $366.3M |
| Q2 2022 | 145 | $369.2M |
| Q1 2022 | 142 | $437.2M |
| Q4 2021 | 155 | $470.4M |
| Q3 2021 | 136 | $476.6M |
| Q2 2021 | 140 | $489.9M |
| Q1 2021 | 135 | $451.1M |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Adams Diversified Equity Fund, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Citigroup Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 75 | $1.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 113 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 141 | $2.60K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 147 | $3.00K | 0.00% | −7,865−98.2% | Reduced |
| Whittier Trust Co | 149 | $3.00K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 175 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 313 | $6.00K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 314 | $6.00K | 0.00% | +1+0.3% | Added |
| Larson Financial Group LLC | 405 | $7.00K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 456 | $8.00K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 540 | $10.0K | 0.00% | −70,079−99.2% | Reduced |
| Geneos Wealth Management Inc. | 800 | $14.0K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 849 | $16.0K | 0.00% | +849 | New |
| First Command Financial Services, Inc. | 849 | $16.0K | 0.00% | +849 | New |
| Sandy Spring Bank | 975 | $18.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 1,000 | $18.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,057 | $19.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,200 | $22.0K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 1,350 | $24.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,400 | $26.0K | 0.01% | 00.0% | Unchanged |
| Hudock, Inc. | 1,536 | $28.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,518 | $28.0K | 0.00% | +30+2.0% | Added |
| US Bancorp | 2,033 | $37.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 2,078 | $38.3K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,280 | $42.0K | 0.00% | +2,004+726.1% | Added |
| Money Concepts Capital Corp | 2,285 | $42.0K | 0.00% | +2,285 | New |
| Ellevest, Inc. | 2,354 | $43.0K | 0.00% | +2,354 | New |
| American Portfolios Advisors | 2,341 | $43.2K | 0.00% | +841+56.1% | Added |
| Clearstead Advisors, LLC | 2,734 | $50.0K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 2,732 | $50.0K | 0.02% | +2,732 | New |
| Rockefeller Capital Management L.P. | 3,429 | $63.0K | 0.00% | +1,007+41.6% | Added |
| Glen Eagle Advisors, LLC | 3,572 | $65.9K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3,668 | $68.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6,754 | $104.0K | 0.00% | +6,754 | New |
| JPMorgan Chase & Co | 6,050 | $112.0K | 0.00% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 120,897 | $136.0K | 0.04% | 00.0% | Unchanged |
| Spire Wealth Management | 8,330 | $154.0K | 0.00% | −618−6.9% | Reduced |
| First Community Trust NA | 8,526 | $157.0K | 0.15% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 10,844 | $200.0K | 0.00% | −38,649−78.1% | Reduced |
| Hayek Kallen Investment Management | 11,450 | $211.0K | 0.08% | 00.0% | Unchanged |
| Segantii Capital Management Ltd | 11,502 | $212.0K | 0.01% | −47,337−80.5% | Reduced |
| Founders Capital Management, LLC | 11,473 | $212.0K | 0.05% | +24+0.2% | Added |
| Deutsche Bank AG | 11,653 | $215.0K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 11,752 | $216.0K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 11,877 | $219.0K | 0.01% | −11,154−48.4% | Reduced |
| Wetherby Asset Management Inc | 12,203 | $225.0K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 12,280 | $226.0K | 0.00% | −4,924−28.6% | Reduced |
| Savant Capital, LLC | 12,853 | $237.0K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 13,193 | $243.0K | 0.00% | +20.0% | Added |
| MSH Capital Advisors LLC | 13,332 | $245.8K | 0.10% | +2,502+23.1% | Added |
| Veritable, L.P. | 13,357 | $246.0K | 0.00% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 14,150 | $261.0K | 0.08% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 14,171 | $261.0K | 0.18% | +40+0.3% | Added |
| Csenge Advisory Group | 15,091 | $278.0K | 0.02% | +15,091 | New |
| Wesbanco Bank Inc | 15,376 | $284.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 15,935 | $294.0K | 0.00% | +35+0.2% | Added |
| GWM Advisors LLC | 16,635 | $306.0K | 0.01% | +4,000+31.7% | Added |
| Regions Financial Corp | 16,818 | $310.0K | 0.00% | 00.0% | Unchanged |
| SMH Capital Advisors Inc | 16,908 | $312.0K | 0.51% | +929+5.8% | Added |
| Park Avenue Securities LLC | 16,978 | $313.0K | 0.01% | −429−2.5% | Reduced |
| Creative Planning | 17,804 | $328.0K | 0.00% | +2,924+19.7% | Added |
| Qube Research & Technologies Ltd | 17,922 | $330.0K | 0.00% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 18,959 | $350.0K | 0.08% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 20,006 | $369.0K | 0.00% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 21,934 | $404.0K | 0.26% | −2,998−12.0% | Reduced |
| Capital Market Strategies LLC | 23,915 | $441.0K | 0.38% | +4,331+22.1% | Added |
| CNH Partners LLC | 24,230 | $447.0K | 0.01% | +24,230 | New |
| Cambridge Investment Research Advisors, Inc. | 24,295 | $448.0K | 0.00% | −9,187−27.4% | Reduced |
| Strategic Advisors LLC | 24,938 | $459.0K | 0.08% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 25,000 | $461.0K | 0.04% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 26,282 | $485.0K | 0.00% | +900+3.5% | Added |
| Prostatis Group LLC | 26,601 | $490.5K | 0.39% | +74+0.3% | Added |
| Northwestern Mutual Wealth Management Co | 28,484 | $525.0K | 0.00% | −1,494−5.0% | Reduced |
| Landscape Capital Management, L.L.C. | 29,289 | $540.0K | 0.07% | −78,132−72.7% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 29,742 | $548.0K | 0.05% | +31+0.1% | Added |
| Mercer Global Advisors Inc | 30,199 | $557.0K | 0.00% | +15,005+98.8% | Added |
| Guggenheim Capital LLC | 31,047 | $572.0K | 0.00% | +2,236+7.8% | Added |
| Raymond James Trust N.A. | 32,049 | $591.0K | 0.02% | −5,519−14.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 32,508 | $599.0K | 0.03% | −1,659−4.9% | Reduced |
| Walleye Capital LLC | 34,642 | $639.0K | 0.02% | −20,792−37.5% | Reduced |
| Confluence Wealth Services, Inc. | 35,456 | $653.0K | 0.24% | +403+1.1% | Added |
| Covington Capital Management | 35,815 | $660.0K | 0.02% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 35,932 | $663.0K | 0.05% | +46+0.1% | Added |
| Integrated Wealth Concepts LLC | 37,729 | $696.0K | 0.02% | +1,300+3.6% | Added |
| Wolverine Asset Management LLC | 38,377 | $707.0K | 0.01% | −151,684−79.8% | Reduced |
| CSS LLC | 40,265 | $742.0K | 0.03% | +4,299+12.0% | Added |
| Atria Wealth Solutions, Inc. | 40,450 | $746.0K | 0.01% | +40,450 | New |
| Advisory Services Network, LLC | 43,073 | $794.0K | 0.02% | −51,783−54.6% | Reduced |
| Ameriprise Financial Inc | 43,062 | $794.0K | 0.00% | +25,045+139.0% | Added |
| Thrivent Financial for Lutherans | 42,286 | $799.0K | 0.00% | +19,413+84.9% | Added |
| MML Investors Services, LLC | 43,517 | $802.0K | 0.01% | −403−0.9% | Reduced |
| Cetera Advisor Networks LLC | 46,497 | $857.0K | 0.01% | +4,107+9.7% | Added |
| Merit Financial Group, LLC | 48,382 | $892.0K | 0.05% | −209−0.4% | Reduced |
| Roberts Glore & Co Inc | 53,439 | $985.0K | 0.28% | +8,419+18.7% | Added |
| Global Endowment Management, LP | 60,000 | $1.11M | 0.08% | 00.0% | Unchanged |
| UBS Group AG | 61,358 | $1.13M | 0.00% | −2,251−3.5% | Reduced |
| Capital Investment Advisors, LLC | 62,228 | $1.15M | 0.04% | +83+0.1% | Added |
| HighTower Advisors, LLC | 62,594 | $1.15M | 0.00% | +10,103+19.2% | Added |