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 |
|---|---|---|---|---|---|
| Hayek Kallen Investment Management | 11,450 | $211.0K | 0.08% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 10,844 | $200.0K | 0.00% | −38,649−78.1% | Reduced |
| First Community Trust NA | 8,526 | $157.0K | 0.15% | 00.0% | Unchanged |
| Spire Wealth Management | 8,330 | $154.0K | 0.00% | −618−6.9% | Reduced |
| MinichMacGregor Wealth Management, LLC | 120,897 | $136.0K | 0.04% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 6,050 | $112.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6,754 | $104.0K | 0.00% | +6,754 | New |
| Carolinas Wealth Consulting LLC | 3,668 | $68.0K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 3,572 | $65.9K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,429 | $63.0K | 0.00% | +1,007+41.6% | 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 |
| American Portfolios Advisors | 2,341 | $43.2K | 0.00% | +841+56.1% | Added |
| Ellevest, Inc. | 2,354 | $43.0K | 0.00% | +2,354 | New |
| 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 |
| Koshinski Asset Management, Inc. | 2,078 | $38.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,033 | $37.0K | 0.00% | 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 |
| Hexagon Capital Partners LLC | 1,400 | $26.0K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 1,350 | $24.0K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,200 | $22.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,057 | $19.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 975 | $18.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 1,000 | $18.0K | 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 |
| Geneos Wealth Management Inc. | 800 | $14.0K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 540 | $10.0K | 0.00% | −70,079−99.2% | Reduced |
| Clear Perspectives Financial Planning, LLC | 456 | $8.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 405 | $7.00K | 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 |
| 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 |
| Tucker Asset Management LLC | 141 | $2.60K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 113 | $2.00K | 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 |
| Citigroup Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −3,789−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −144,855−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −30,900−100.0% | Sold out |
| Avidian Wealth Solutions, LLC | 0 | $0 | 0.00% | −20,425−100.0% | Sold out |
| Villere St Denis J & Co LLC | 0 | $0 | 0.00% | −16,697−100.0% | Sold out |
| Mariner Investment Group LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Sprott Inc. | 0 | $0 | 0.00% | −10,390−100.0% | Sold out |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −5,569−100.0% | Sold out |
| Comprehensive Financial Consultants Institutional, Inc. | 0 | $0 | 0.00% | −4,998−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −1,429−100.0% | Sold out |
| Kelly Financial Services LLC | 0 | $0 | 0.00% | −778−100.0% | Sold out |
| Delta Asset Management LLC | 0 | $0 | 0.00% | −646−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| RE Dickinson Investment Advisors, LLC | 0 | $0 | 0.00% | −288−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −198−100.0% | Sold out |
| Richwood Investment Advisors, LLC | 0 | $0 | 0.00% | −229−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| 6 Meridian | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Harbour Investments, Inc. | – | – | – | – | Not filed |
| Collaborative Wealth Managment Inc. | – | – | – | – | Not filed |
| Carroll Financial Associates, Inc. | – | – | – | – | Not filed |