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, Q2 2022
Institutional positions in Adams Diversified Equity Fund, Inc. as of Jun 30, 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
- 145
- +4 vs. Q1 2022
- Shares held
- 24.2M
- +3.25M (+15.5%) vs. Q1 2022
- Total value
- $369.2M
- −$14.4M (−3.8%) vs. Q1 2022
- New holders
- 14
- 50 more added
- Sold out
- 10
- 29 more reduced
1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Adams Diversified Equity Fund, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Citigroup Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 113 | $1.00K | 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 |
| Whittier Trust Co | 149 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 141 | $2.16K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 175 | $3.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 288 | $4.00K | 0.00% | +288 | New |
| Rocky Mountain Advisers, LLC | 313 | $5.00K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 315 | $5.00K | 0.00% | +1+0.3% | Added |
| Larson Financial Group LLC | 405 | $6.00K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 448 | $7.00K | 0.00% | −92−17.0% | Reduced |
| Clear Perspectives Financial Planning, LLC | 456 | $7.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 482 | $7.00K | 0.00% | +482 | New |
| Bangor Savings Bank | 680 | $10.0K | 0.00% | +680 | New |
| Total Clarity Wealth Management, Inc. | 715 | $11.0K | 0.01% | +715 | New |
| Geneos Wealth Management Inc. | 800 | $12.0K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 849 | $13.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 849 | $13.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 860 | $13.0K | 0.00% | +713+485.0% | Added |
| Sandy Spring Bank | 975 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 1,000 | $15.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,057 | $16.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,038 | $16.0K | 0.00% | +1,038 | New |
| Salem Investment Counselors Inc | 1,200 | $18.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,144 | $18.0K | 0.00% | +1,144 | New |
| WFA of San Diego, LLC | 1,255 | $19.0K | 0.02% | +1,255 | New |
| Steward Financial Group LLC | 1,350 | $20.0K | 0.02% | 00.0% | Unchanged |
| Hudock, Inc. | 1,536 | $23.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,522 | $23.0K | 0.00% | +4+0.3% | Added |
| SeaCrest Wealth Management, LLC | 1,947 | $30.0K | 0.00% | +1,947 | New |
| US Bancorp | 2,033 | $31.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,341 | $35.9K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,354 | $36.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,500 | $38.0K | 0.00% | −234−8.6% | Reduced |
| Peoples Financial Services Corp. | 2,732 | $42.0K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,944 | $45.0K | 0.00% | −485−14.1% | Reduced |
| Glen Eagle Advisors, LLC | 3,572 | $54.8K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 3,709 | $57.0K | 0.00% | +3,709 | New |
| Carolinas Wealth Consulting LLC | 4,160 | $64.0K | 0.02% | +492+13.4% | Added |
| Steward Partners Investment Advisory, LLC | 6,033 | $93.0K | 0.00% | −9,902−62.1% | Reduced |
| JPMorgan Chase & Co | 6,050 | $93.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6,754 | $104.0K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 8,526 | $131.0K | 0.15% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 120,897 | $133.0K | 0.05% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 11,450 | $176.0K | 0.08% | 00.0% | Unchanged |
| Deutsche Bank AG | 11,653 | $179.0K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 11,752 | $180.0K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 11,877 | $182.0K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 12,203 | $187.0K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 12,466 | $191.0K | 0.01% | −22,176−64.0% | Reduced |
| Savant Capital, LLC | 12,853 | $197.0K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 13,197 | $203.0K | 0.00% | +40.0% | Added |
| Veritable, L.P. | 13,357 | $205.0K | 0.00% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 14,150 | $217.0K | 0.07% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 14,213 | $218.0K | 0.18% | +42+0.3% | Added |
| International Assets Investment Management, LLC | 15,051 | $231.0K | 0.05% | +15,051 | New |
| MSH Capital Advisors LLC | 15,156 | $232.5K | 0.11% | +1,824+13.7% | Added |
| Wesbanco Bank Inc | 15,376 | $236.0K | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 15,760 | $242.0K | 0.02% | −16,748−51.5% | Reduced |
| GWM Advisors LLC | 16,731 | $256.0K | 0.00% | +96+0.6% | Added |
| Regions Financial Corp | 16,818 | $258.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 17,175 | $263.0K | 0.02% | +17,175 | New |
| Qube Research & Technologies Ltd | 17,922 | $275.0K | 0.00% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 18,065 | $277.0K | 0.18% | +18,065 | New |
| Creative Planning | 18,093 | $278.0K | 0.00% | +289+1.6% | Added |
| Park Avenue Securities LLC | 18,256 | $280.0K | 0.01% | +1,278+7.5% | Added |
| Intercontinental Wealth Advisors, LLC | 18,959 | $291.0K | 0.08% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 20,006 | $307.0K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 20,751 | $319.0K | 0.00% | +9,907+91.4% | Added |
| SMH Capital Advisors Inc | 21,260 | $326.0K | 0.44% | +4,352+25.7% | Added |
| Atria Wealth Solutions, Inc. | 21,936 | $336.0K | 0.01% | −18,514−45.8% | Reduced |
| Quad-Cities Investment Group, LLC | 21,999 | $337.0K | 0.25% | +65+0.3% | Added |
| Thrivent Financial for Lutherans | 22,873 | $351.0K | 0.00% | −19,413−45.9% | Reduced |
| Ronald Blue Trust, Inc. | 19,468 | $359.0K | 0.01% | +19,468 | New |
| Capital Market Strategies LLC | 24,173 | $371.0K | 0.39% | +258+1.1% | Added |
| Landscape Capital Management, L.L.C. | 24,381 | $374.0K | 0.05% | −4,908−16.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 24,862 | $381.0K | 0.00% | +567+2.3% | Added |
| Strategic Advisors LLC | 24,938 | $382.0K | 0.08% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 25,000 | $383.0K | 0.04% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 25,195 | $386.0K | 0.04% | −4,547−15.3% | Reduced |
| The PNC Financial Services Group, Inc. | 25,382 | $390.0K | 0.00% | −900−3.4% | Reduced |
| Mercer Global Advisors Inc | 26,454 | $406.0K | 0.00% | −3,745−12.4% | Reduced |
| Prostatis Group LLC | 26,682 | $409.3K | 0.64% | +81+0.3% | Added |
| Northwestern Mutual Wealth Management Co | 27,428 | $421.0K | 0.00% | −1,056−3.7% | Reduced |
| Wolverine Asset Management LLC | 29,398 | $450.0K | 0.01% | −8,979−23.4% | Reduced |
| Ameriprise Financial Inc | 30,939 | $475.0K | 0.00% | −12,123−28.2% | Reduced |
| Covington Capital Management | 35,815 | $549.0K | 0.02% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 35,981 | $552.0K | 0.05% | +49+0.1% | Added |
| Raymond James Trust N.A. | 38,335 | $588.0K | 0.02% | +6,286+19.6% | Added |
| Confluence Wealth Services, Inc. | 34,874 | $591.0K | 0.26% | −582−1.6% | Reduced |
| CSS LLC | 40,365 | $620.0K | 0.03% | +100+0.2% | Added |
| MML Investors Services, LLC | 42,217 | $648.0K | 0.00% | −1,300−3.0% | Reduced |
| Bank of Montreal | 36,503 | $677.0K | 0.00% | −30,263−45.3% | Reduced |
| Guggenheim Capital LLC | 44,968 | $690.0K | 0.01% | +13,921+44.8% | Added |
| Merit Financial Group, LLC | 48,382 | $742.0K | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 49,823 | $764.0K | 0.00% | −11,535−18.8% | Reduced |
| NFC Investments, LLC | 59,500 | $912.0K | 0.25% | −20,500−25.6% | Reduced |
| Global Endowment Management, LP | 60,000 | $920.0K | 0.08% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 60,589 | $929.0K | 0.31% | +7,150+13.4% | Added |