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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.

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.

Institutional holdersQ2 2022: 145 institutions
Q1 2021: 135 institutionsQ2 2021: 140 institutionsQ3 2021: 136 institutionsQ4 2021: 155 institutionsQ1 2022: 142 institutionsQ2 2022: 145 institutionsQ3 2022: 149 institutionsQ4 2022: 167 institutionsQ1 2023: 158 institutionsQ2 2023: 165 institutionsQ3 2023: 155 institutionsQ4 2023: 159 institutionsQ1 2024: 161 institutionsQ2 2024: 161 institutionsQ3 2024: 170 institutionsQ4 2024: 185 institutionsQ1 2025: 181 institutionsQ2 2025: 190 institutionsQ3 2025: 193 institutionsQ4 2025: 204 institutionsQ1 2026: 202 institutionsQ2 2026: 217 institutions
Value heldQ2 2022: $369.2M
Q1 2021: $451.1MQ2 2021: $489.9MQ3 2021: $476.6MQ4 2021: $470.4MQ1 2022: $437.2MQ2 2022: $369.2MQ3 2022: $366.3MQ4 2022: $397.3MQ1 2023: $452.7MQ2 2023: $514.1MQ3 2023: $538.9MQ4 2023: $576.9MQ1 2024: $634.1MQ2 2024: $737.7MQ3 2024: $552.2MQ4 2024: $536.6MQ1 2025: $510.3MQ2 2025: $541.6MQ3 2025: $519.7MQ4 2025: $504.7MQ1 2026: $456.9MQ2 2026: $527.8M
Institutions holding ADX and their total value by quarter
QuarterHoldersValue
Q2 2026217$527.8M
Q1 2026202$456.9M
Q4 2025204$504.7M
Q3 2025193$519.7M
Q2 2025190$541.6M
Q1 2025181$510.3M
Q4 2024185$536.6M
Q3 2024170$552.2M
Q2 2024161$737.7M
Q1 2024161$634.1M
Q4 2023159$576.9M
Q3 2023155$538.9M
Q2 2023165$514.1M
Q1 2023158$452.7M
Q4 2022167$397.3M
Q3 2022149$366.3M
Q2 2022145$369.2M
Q1 2022142$437.2M
Q4 2021155$470.4M
Q3 2021136$476.6M
Q2 2021140$489.9M
Q1 2021135$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.

Institutions holding ADX in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
MinichMacGregor Wealth Management, LLC120,897$133.0K0.05%00.0%Unchanged
First Community Trust NA8,526$131.0K0.15%00.0%Unchanged
IFP Advisors, Inc6,754$104.0K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC6,033$93.0K0.00%−9,902−62.1%Reduced
JPMorgan Chase & Co6,050$93.0K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC4,160$64.0K0.02%+492+13.4%Added
Allworth Financial LP3,709$57.0K0.00%+3,709New
Glen Eagle Advisors, LLC3,572$54.8K0.01%00.0%Unchanged
Rockefeller Capital Management L.P.2,944$45.0K0.00%−485−14.1%Reduced
Peoples Financial Services Corp.2,732$42.0K0.02%00.0%Unchanged
Clearstead Advisors, LLC2,500$38.0K0.00%−234−8.6%Reduced
Ellevest, Inc.2,354$36.0K0.00%00.0%Unchanged
American Portfolios Advisors2,341$35.9K0.00%00.0%Unchanged
US Bancorp2,033$31.0K0.00%00.0%Unchanged
SeaCrest Wealth Management, LLC1,947$30.0K0.00%+1,947New
Hudock, Inc.1,536$23.0K0.01%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.1,522$23.0K0.00%+4+0.3%Added
Steward Financial Group LLC1,350$20.0K0.02%00.0%Unchanged
WFA of San Diego, LLC1,255$19.0K0.02%+1,255New
Salem Investment Counselors Inc1,200$18.0K0.00%00.0%Unchanged
Private Trust Co NA1,144$18.0K0.00%+1,144New
Atwood & Palmer Inc1,057$16.0K0.00%00.0%Unchanged
CWM, LLC1,038$16.0K0.00%+1,038New
Sandy Spring Bank975$15.0K0.00%00.0%Unchanged
Sargent Bickham Lagudis LLC1,000$15.0K0.00%00.0%Unchanged
First Command Bank849$13.0K0.00%00.0%Unchanged
First Command Financial Services, Inc.849$13.0K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC860$13.0K0.00%+713+485.0%Added
Geneos Wealth Management Inc.800$12.0K0.00%00.0%Unchanged
Total Clarity Wealth Management, Inc.715$11.0K0.01%+715New
Bangor Savings Bank680$10.0K0.00%+680New
BlackRock Inc.448$7.00K0.00%−92−17.0%Reduced
Clear Perspectives Financial Planning, LLC456$7.00K0.00%00.0%Unchanged
Signaturefd, LLC482$7.00K0.00%+482New
Larson Financial Group LLC405$6.00K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC313$5.00K0.01%00.0%Unchanged
Focused Wealth Management, Inc315$5.00K0.00%+1+0.3%Added
RE Dickinson Investment Advisors, LLC288$4.00K0.00%+288New
Maryland Capital Advisors Inc.175$3.00K0.00%00.0%Unchanged
Tucker Asset Management LLC141$2.16K0.00%00.0%Unchanged
Whittier Trust Co149$2.00K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC113$1.00K0.00%00.0%Unchanged
Resources Management Corp75$1.00K0.00%00.0%Unchanged
FourThought Financial, LLC33$1.00K0.00%00.0%Unchanged
Citigroup Inc5$00.00%00.0%Unchanged
Hightower 6M Holding, LLC0$00.00%−144,693−100.0%Sold out
Csenge Advisory Group0$00.00%−15,091−100.0%Sold out
United Capital Financial Advisers, LLC0$00.00%−12,280−100.0%Sold out
Segantii Capital Management Ltd0$00.00%−11,502−100.0%Sold out
Founders Capital Management, LLC0$00.00%−11,473−100.0%Sold out
Spire Wealth Management0$00.00%−8,330−100.0%Sold out
Money Concepts Capital Corp0$00.00%−2,285−100.0%Sold out
Bessemer Group Inc0$00.00%−2,280−100.0%Sold out
Koshinski Asset Management, Inc.0$00.00%−2,078−100.0%Sold out
Hexagon Capital Partners LLC0$00.00%−1,400−100.0%Sold out
Parametric Portfolio Associates LLC––––Not filed