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.

Q3 2024 vs. Q2 2024

How the institutions holding Adams Diversified Equity Fund, Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024 All holders in Q2 2024

13F holders of ADX: Q2 2024 compared with Q3 2024
Measure	Q2 2024	Of which not filed for Q3 2024	Q3 2024	Change
Holders	161	2	170	+11
Shares	34.4M	5.09K	25.7M	−8.71M (−25.3%)
Value	$737.7M	$109.0K	$552.2M	−$185.4M (−25.1%)

2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (25)

Institutions that held Adams Diversified Equity Fund, Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to ADX in Q3 2024
Institution	Shares	Value	% of portfolio
Shaker Financial Services, LLC	206,202	$4.45M	1.68%
Pensionmark Financial Group, LLC	76,141	$1.64M	0.05%
Bryn Mawr Trust Co	43,377	$935.2K	0.02%
Walleye Capital LLC	33,441	$721.0K	0.01%
Wolverine Asset Management LLC	30,367	$654.7K	0.01%
Logan Stone Capital, LLC	29,917	$645.0K	0.16%
Uhlmann Price Securities, LLC	28,340	$611.0K	0.49%
Cannon Advisors, Inc.	22,414	$479.4K	0.39%
Prosperity Consulting Group, LLC	19,295	$416.0K	0.03%
Level Four Advisory Services, LLC	15,431	$334.2K	0.01%
NewEdge Wealth, LLC	14,813	$319.4K	0.01%
Bank of Montreal	12,455	$266.4K	0.00%
Sequoia Financial Advisors, LLC	11,482	$247.5K	0.00%
Kingsview Wealth Management, LLC	11,061	$238.5K	0.01%
LRI Investments, LLC	2,803	$62.5K	0.01%
Geneos Wealth Management Inc.	2,269	$48.9K	0.00%
Farther Finance Advisors, LLC	1,400	$30.2K	0.00%
Central Trust Co	1,000	$21.6K	0.00%
Legacy Investment Solutions, LLC	792	$17.8K	0.01%
Legacy Wealth Managment, LLC	792	$17.8K	0.01%
CWM, LLC	522	$11.0K	0.00%
CoreCap Advisors, LLC	314	$6.77K	0.00%
Ashton Thomas Securities, LLC	111	$2.39K	0.00%
Tower Research Capital LLC (TRC)	10	$216	0.00%
FMR LLC	1	$22	0.00%

Sold out (14)

Institutions that held Adams Diversified Equity Fund, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of ADX in Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
Atlas Wealth LLC	1,372,873	$29.8M
Sit Investment Associates Inc	343,833	$7.39M
Sanctuary Advisors, LLC	108,715	$2.06M
Karpus Management, Inc.	78,884	$1.70M
International Assets Investment Management, LLC	43,176	$927.9K
City of London Investment Management Co Ltd	40,720	$875.1K
Cornerstone Advisors, LLC	12,054	$259.0K
Covestor Ltd	10,418	$224.0K
Scarborough Advisors, LLC	2,820	$60.6K
Parallel Advisors, LLC	1,400	$30.1K
Horizon Investments, LLC	274	$5.76K
Tucker Asset Management LLC	141	$3.03K
Elequin Capital LP	1	$21
Frazier Financial Advisors, LLC	0	$1

Not filed for Q3 2024 yet (2)

Institutions that held Adams Diversified Equity Fund, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ADX in Q2 2024 that haven't filed for Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
Benjamin F. Edwards & Company, Inc.	3,741	$80.0K
ICA Group Wealth Management, LLC	1,351	$29.0K