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 2024 vs. Q3 2024

How the institutions holding Adams Diversified Equity Fund, Inc. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024 All holders in Q3 2024

13F holders of ADX: Q3 2024 compared with Q4 2024
Measure	Q3 2024	Of which not filed for Q4 2024	Q4 2024	Change
Holders	170	4	185	+19
Shares	25.7M	1.02M	26.6M	+1.85M (+7.5%)
Value	$552.2M	$21.9M	$536.6M	+$6.29M (+1.2%)

4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (27)

Institutions that held Adams Diversified Equity Fund, Inc. at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to ADX in Q4 2024
Institution	Shares	Value	% of portfolio
Raymond James Financial Inc	1,031,487	$20.8M	0.01%
Intrepid Family Office LLC	251,746	$5.09M	5.36%
GatePass Capital, LLC	128,680	$2.60M	2.83%
Consolidated Portfolio Review Corp	110,161	$2.23M	0.35%
Polar Asset Management Partners Inc.	74,837	$1.51M	0.02%
Warren Averett Asset Management, LLC	65,791	$1.33M	0.02%
RFG - Bristol Wealth Advisors, LLC	58,015	$1.17M	0.38%
Generation Capital Management LLC	49,191	$993.7K	0.85%
Colony Group, LLC	48,103	$971.7K	0.00%
Mercer Global Advisors Inc	42,076	$849.9K	0.00%
Readystate Asset Management LP	28,941	$584.6K	0.02%
Kane Investment Management, Inc.	28,009	$565.8K	0.32%
Envestnet Asset Management Inc	22,990	$464.4K	0.00%
Mezzasalma Advisors, LLC	20,726	$418.7K	0.14%
Uniting Wealth Partners, LLC	18,996	$383.7K	0.19%
K2 Principal Fund, L.P.	15,478	$312.7K	0.05%
Kingswood Wealth Advisors, LLC	11,391	$230.1K	0.02%
Two Sigma Securities, LLC	10,399	$210.1K	0.04%
Allworth Financial LP	9,519	$201.9K	0.00%
First Command Advisory Services, Inc.	4,420	$89.3K	0.00%
WPG Advisers, LLC	3,532	$71.3K	0.07%
Elequin Capital LP	2,617	$52.9K	0.01%
CIBC Private Wealth Group, LLC	1,527	$31.2K	0.00%
Millstone Evans Group, LLC	1,074	$21.7K	0.01%
Evelyn Partners Investment Management Services Ltd	195	$3.94K	0.00%
Whipplewood Advisors, LLC	7	$133	0.00%
Capital Analysts, LLC	6	$0	0.00%

Sold out (8)

Institutions that held Adams Diversified Equity Fund, Inc. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of ADX in Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Walleye Capital LLC	33,441	$721.0K
Sequoia Financial Advisors, LLC	11,482	$247.5K
Ethos Financial Group, LLC	9,353	$202.0K
Central Trust Co	1,000	$21.6K
Legacy Investment Solutions, LLC	792	$17.8K
Legacy Wealth Managment, LLC	792	$17.8K
Ashton Thomas Securities, LLC	111	$2.39K
Tower Research Capital LLC (TRC)	10	$216

Not filed for Q4 2024 yet (4)

Institutions that held Adams Diversified Equity Fund, Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ADX in Q3 2024 that haven't filed for Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Raymond James Financial Services Advisors, Inc.	555,822	$12.0M
Raymond James & Associates	372,171	$8.02M
9258 Wealth Management, LLC	59,393	$1.28M
Raymond James Trust N.A.	28,478	$614.0K