Adams Diversified Equity Fund, Inc.

ADX

Exchange: NYSE
SEC CIK: 0000002230

SEC filings (opens in a new tab)

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.

Q4 2022 vs. Q3 2022

How the institutions holding Adams Diversified Equity Fund, Inc. changed between Q3 2022 and Q4 2022.

All holders in Q4 2022 All holders in Q3 2022

13F holders of ADX: Q3 2022 compared with Q4 2022
Measure	Q3 2022	Of which not filed for Q4 2022	Q4 2022	Change
Holders	149	4	167	+22
Shares	25.2M	121.7K	27.4M	+2.31M (+9.2%)
Value	$366.3M	$1.77M	$397.3M	+$32.7M (+9.0%)

4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (34)

Institutions that held Adams Diversified Equity Fund, Inc. at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to ADX in Q4 2022
Institution	Shares	Value	% of portfolio
Atlas Wealth LLC	1,291,125	$18.8M	5.06%
Sit Investment Associates Inc	290,495	$4.22M	0.12%
Almitas Capital LLC	84,247	$1.22M	0.56%
Elequin Capital LP	69,376	$1.01M	0.28%
Koshinski Asset Management, Inc.	57,299	$833.1K	0.08%
Weiss Asset Management LP	56,447	$820.7K	0.04%
Financial Counselors Inc	52,235	$759.0K	0.02%
Massmutual Trust Co FSB	52,235	$759.0K	0.03%
Level Four Advisory Services, LLC	51,503	$748.9K	0.06%
Cerity Partners LLC	35,815	$520.8K	0.00%
Millennium Management LLC	27,121	$394.0K	0.00%
Bank of Montreal	17,808	$310.0K	0.00%
Logan Stone Capital, LLC	18,837	$273.9K	0.10%
Virtu Financial LLC	15,163	$220.0K	0.03%
Money Concepts Capital Corp	12,566	$182.7K	0.01%
Connecticut Wealth Management, LLC	10,621	$154.4K	0.01%
Oppenheimer & Co Inc	10,594	$154.0K	0.00%
Occidental Asset Management, LLC	10,328	$150.2K	0.04%
Cassady Schiller Wealth Management, LLC	6,995	$101.7K	0.06%
WJ Interests, LLC	5,430	$78.9K	0.07%
Romano Brothers and Company	4,200	$61.1K	0.01%
Belpointe Asset Management LLC	4,200	$61.1K	0.00%
Piershale Financial Group, Inc.	1,910	$27.8K	0.02%
Steward Financial Group LLC	1,350	$19.0K	0.01%
ICA Group Wealth Management, LLC	1,266	$18.4K	0.00%
WFA of San Diego, LLC	631	$9.18K	0.01%
U.S. Capital Wealth Advisors, LLC	354	$5.15K	0.00%
CoreCap Advisors, LLC	314	$4.57K	0.00%
RE Dickinson Investment Advisors, LLC	288	$4.00K	0.00%
JFS Wealth Advisors, LLC	110	$1.60K	0.00%
MRP Capital Investments, LLC	106	$1.55K	0.00%
Huntington National Bank	–	$15	0.00%
FMR LLC	1	$15	0.00%
Tower Research Capital LLC (TRC)	14	$0	0.00%

Sold out (12)

Institutions that held Adams Diversified Equity Fund, Inc. at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of ADX in Q4 2022
Institution	Shares, Q3 2022	Value, Q3 2022
Hennion & Walsh Asset Management, Inc.	15,636	$228.0K
Csenge Advisory Group	14,232	$207.0K
Hayek Kallen Investment Management	11,450	$167.0K
Northern Trust Corp	11,059	$161.0K
Allworth Financial LP	3,709	$54.0K
Peoples Financial Services Corp.	2,732	$40.0K
Bessemer Group Inc	1,536	$22.0K
Hudock, Inc.	1,536	$22.0K
Steward Partners Investment Advisory, LLC	800	$12.0K
Gradient Investments LLC	335	$5.00K
Meeder Asset Management Inc	295	$4.00K
Cetera Advisors LLC	11,310	$0

Not filed for Q4 2022 yet (4)

Institutions that held Adams Diversified Equity Fund, Inc. at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ADX in Q3 2022 that haven't filed for Q4 2022
Institution	Shares, Q3 2022	Value, Q3 2022
Hightower 6M Holding, LLC	84,320	$1.23M
Covington Capital Management	35,815	$522.0K
American Portfolios Advisors	1,500	$21.9K
FourThought Financial, LLC	33	$0