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 2023
Institutional positions in Adams Diversified Equity Fund, Inc. as of Jun 30, 2023. 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
- 165
- +9 vs. Q1 2023
- Shares held
- 30.6M
- +1.46M (+5.0%) vs. Q1 2023
- Total value
- $514.1M
- +$61.8M (+13.7%) vs. Q1 2023
- New holders
- 18
- 44 more added
- Sold out
- 9
- 46 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding Adams Diversified Equity Fund, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Silverlake Wealth Management LLC | 13,675 | $229.9K | 0.13% | 00.0% | Unchanged |
| Truist Financial Corp | 13,109 | $220.4K | 0.00% | −181−1.4% | Reduced |
| Creative Planning | 12,855 | $216.1K | 0.00% | −4,387−25.4% | Reduced |
| Captrust Financial Advisors | 12,599 | $211.8K | 0.00% | −36−0.3% | Reduced |
| Sowell Financial Services LLC | 12,539 | $211.0K | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 12,410 | $208.6K | 0.02% | −326−2.6% | Reduced |
| Deutsche Bank AG | 12,367 | $207.9K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 12,203 | $205.1K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 11,933 | $200.6K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 11,877 | $199.7K | 0.01% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 11,515 | $193.6K | 0.04% | −163−1.4% | Reduced |
| Oppenheimer & Co Inc | 11,288 | $189.8K | 0.00% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 11,271 | $189.5K | 0.01% | +650+6.1% | Added |
| Walleye Capital LLC | 10,981 | $184.6K | 0.00% | −15,275−58.2% | Reduced |
| Glenmede Trust Co NA | 11,752 | $182.7K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 10,481 | $176.2K | 0.01% | +10,481 | New |
| Carolinas Wealth Consulting LLC | 10,286 | $172.9K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 10,146 | $170.6K | 0.03% | −295−2.8% | Reduced |
| CRA Financial Services, LLC | 10,000 | $168.1K | 0.05% | −4,000−28.6% | Reduced |
| Eudaimonia Partners, LLC | 10,000 | $168.1K | 0.04% | 00.0% | Unchanged |
| First Community Trust NA | 8,526 | $143.3K | 0.16% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 7,836 | $131.7K | 0.00% | +6,636+553.0% | Added |
| Cassady Schiller Wealth Management, LLC | 6,995 | $117.6K | 0.06% | +6,995 | New |
| Wolverine Asset Management LLC | 6,178 | $103.9K | 0.00% | −237,764−97.5% | Reduced |
| Parallel Advisors, LLC | 5,500 | $92.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,420 | $91.1K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 1,948 | $68.0K | 0.02% | +1,948 | New |
| Glen Eagle Advisors, LLC | 3,791 | $63.7K | 0.01% | +10.0% | Added |
| Allworth Financial LP | 3,709 | $62.3K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,505 | $59.0K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 2,246 | $37.8K | 0.02% | +7+0.3% | Added |
| Piershale Financial Group, Inc. | 1,920 | $32.3K | 0.02% | +6+0.3% | Added |
| Archer Investment Corp | 1,889 | $31.8K | 0.01% | +1,889 | New |
| Gradient Investments LLC | 1,508 | $25.3K | 0.00% | +1,508 | New |
| Steward Financial Group LLC | 1,350 | $22.0K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,266 | $21.3K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,057 | $17.8K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 975 | $16.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 920 | $14.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 730 | $12.0K | 0.00% | +730 | New |
| Plante Moran Financial Advisors, LLC | 713 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 680 | $11.4K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 615 | $10.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 612 | $10.3K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 502 | $8.43K | 0.00% | +502 | New |
| Mather Group, LLC. | 456 | $7.66K | 0.00% | +456 | New |
| Larson Financial Group LLC | 405 | $6.81K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 367 | $6.17K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 320 | $5.38K | 0.00% | +1+0.3% | Added |
| RE Dickinson Investment Advisors, LLC | 288 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 313 | $4.87K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 252 | $4.24K | 0.00% | +252 | New |
| Morton Brown Family Wealth, LLC | 194 | $3.26K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 175 | $2.94K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 160 | $2.69K | 0.00% | +160 | New |
| Whittier Trust Co | 149 | $2.50K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 141 | $2.37K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 129 | $2.17K | 0.00% | +129 | New |
| Arcadia Investment Management Corp | 62 | $1.04K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 75 | $1.00K | 0.00% | −2,572−97.2% | Reduced |
| EverSource Wealth Advisors, LLC | 57 | $958 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 11 | $185 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 5 | $84 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $17 | 0.00% | – | – |
| FMR LLC | 1 | $17 | 0.00% | +1 | New |
| Clear Harbor Asset Management, LLC | 0 | $0 | 0.00% | −27,169−100.0% | Sold out |
| Strategic Advisors LLC | 0 | $0 | 0.00% | −24,938−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −18,444−100.0% | Sold out |
| Cypress Wealth Services, LLC | 0 | $0 | 0.00% | −15,493−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| BDO Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,963−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −2,115−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Security Asset Management | – | – | – | – | Not filed |
| Clear Perspectives Financial Planning, LLC | – | – | – | – | Not filed |