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, Q4 2024
Institutional positions in Adams Diversified Equity Fund, Inc. as of Dec 31, 2024. 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
- 185
- +19 vs. Q3 2024
- Shares held
- 26.6M
- +1.85M (+7.5%) vs. Q3 2024
- Total value
- $536.6M
- +$6.29M (+1.2%) vs. Q3 2024
- New holders
- 27
- 77 more added
- Sold out
- 8
- 30 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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, Q4 2024
Shares, value and share of portfolio for each institution holding Adams Diversified Equity Fund, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Analysts, LLC | 6 | $0 | 0.00% | +6 | New |
| Huntington National Bank | – | $20 | 0.00% | – | – |
| FMR LLC | 1 | $20 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 5 | $101 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 7 | $133 | 0.00% | +7 | New |
| Arcadia Investment Management Corp | 44 | $887 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 105 | $2.12K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 175 | $3.54K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 194 | $3.92K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 195 | $3.94K | 0.00% | +195 | New |
| Creative Financial Designs Inc | 212 | $4.28K | 0.00% | −296−58.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 252 | $5.09K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 288 | $5.80K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 300 | $6.06K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 313 | $6.32K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 314 | $6.34K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 317 | $6.40K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 352 | $7.11K | 0.00% | −53−13.1% | Reduced |
| Assetmark, Inc | 436 | $8.81K | 0.00% | +364+505.6% | Added |
| Mather Group, LLC. | 532 | $10.7K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 615 | $12.4K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 633 | $12.8K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 665 | $13.4K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 726 | $14.7K | 0.00% | +62+9.3% | Added |
| IFP Advisors, Inc | 920 | $18.6K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 975 | $19.7K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,057 | $21.4K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,074 | $21.7K | 0.01% | +1,074 | New |
| Farther Finance Advisors, LLC | 1,400 | $28.3K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,527 | $31.2K | 0.00% | +1,527 | New |
| CWM, LLC | 1,586 | $32.0K | 0.00% | +1,064+203.8% | Added |
| Archer Investment Corp | 1,889 | $38.2K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,079 | $42.0K | 0.00% | +179+9.4% | Added |
| Plante Moran Financial Advisors, LLC | 2,082 | $42.1K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2,563 | $52.0K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 2,617 | $52.9K | 0.01% | +2,617 | New |
| LRI Investments, LLC | 2,803 | $56.6K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 2,951 | $59.6K | 0.00% | +100+3.5% | Added |
| Geneos Wealth Management Inc. | 3,298 | $66.6K | 0.00% | +1,029+45.4% | Added |
| WPG Advisers, LLC | 3,532 | $71.3K | 0.07% | +3,532 | New |
| First Command Advisory Services, Inc. | 4,420 | $89.3K | 0.00% | +4,420 | New |
| Glen Eagle Advisors, LLC | 4,515 | $91.2K | 0.02% | +389+9.4% | Added |
| First Community Trust NA | 4,680 | $94.5K | 0.07% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6,687 | $135.1K | 0.00% | +576+9.4% | Added |
| Cassady Schiller Wealth Management, LLC | 6,995 | $141.3K | 0.05% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 8,871 | $179.2K | 0.05% | 00.0% | Unchanged |
| US Bancorp | 9,331 | $188.5K | 0.00% | +473+5.3% | Added |
| Allworth Financial LP | 9,519 | $201.9K | 0.00% | +9,519 | New |
| CRA Financial Services, LLC | 10,000 | $202.0K | 0.03% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 10,399 | $210.1K | 0.04% | +10,399 | New |
| Tiaa Trust, National Association | 10,567 | $213.5K | 0.00% | +850+8.7% | Added |
| Founders Capital Management, LLC | 11,116 | $224.6K | 0.04% | +903+8.8% | Added |
| Wesbanco Bank Inc | 11,362 | $229.5K | 0.01% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 11,375 | $229.8K | 0.09% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 11,391 | $230.1K | 0.02% | +11,391 | New |
| Great Valley Advisor Group, Inc. | 11,498 | $232.6K | 0.01% | −257−2.2% | Reduced |
| Kingsview Wealth Management, LLC | 11,778 | $237.9K | 0.00% | +717+6.5% | Added |
| Wetherby Asset Management Inc | 12,203 | $246.5K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 12,455 | $251.6K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 12,701 | $256.6K | 0.00% | +702+5.9% | Added |
| Private Advisor Group, LLC | 12,717 | $256.9K | 0.00% | −4,984−28.2% | Reduced |
| Creative Planning | 12,761 | $257.8K | 0.00% | +53+0.4% | Added |
| Truist Financial Corp | 13,333 | $269.3K | 0.00% | +116+0.9% | Added |
| MSH Capital Advisors LLC | 13,394 | $270.6K | 0.09% | −1,395−9.4% | Reduced |
| SMH Capital Advisors Inc | 13,536 | $273.4K | 0.66% | −192−1.4% | Reduced |
| Concorde Asset Management, LLC | 14,499 | $292.9K | 0.15% | +1,210+9.1% | Added |
| NewEdge Wealth, LLC | 14,813 | $299.2K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 15,189 | $306.8K | 0.00% | +3,199+26.7% | Added |
| K2 Principal Fund, L.P. | 15,478 | $312.7K | 0.05% | +15,478 | New |
| Principal Securities, Inc. | 15,723 | $317.6K | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 16,264 | $328.5K | 0.00% | −64,632−79.9% | Reduced |
| KC Investment Advisors, LLC | 16,787 | $339.1K | 0.13% | +1,450+9.5% | Added |
| Level Four Advisory Services, LLC | 16,885 | $341.1K | 0.01% | +1,454+9.4% | Added |
| Regions Financial Corp | 17,441 | $352.3K | 0.00% | +1,507+9.5% | Added |
| Savant Capital, LLC | 18,434 | $372.4K | 0.00% | −1,023−5.3% | Reduced |
| Allegheny Financial Group LTD | 18,473 | $373.2K | 0.10% | −2,677−12.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,938 | $382.6K | 0.01% | 00.0% | Unchanged |
| Uniting Wealth Partners, LLC | 18,996 | $383.7K | 0.19% | +18,996 | New |
| Prosperity Consulting Group, LLC | 19,295 | $389.8K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 19,529 | $394.5K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 19,638 | $397.0K | 0.00% | +4,389+28.8% | Added |
| Oppenheimer & Co Inc | 20,599 | $416.1K | 0.01% | +248+1.2% | Added |
| Mezzasalma Advisors, LLC | 20,726 | $418.7K | 0.14% | +20,726 | New |
| Transform Wealth, LLC | 21,577 | $435.9K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 21,673 | $438.0K | 0.00% | +1,047+5.1% | Added |
| Sage Capital Advisors,llc | 22,702 | $458.6K | 0.12% | −2,700−10.6% | Reduced |
| Envestnet Asset Management Inc | 22,990 | $464.4K | 0.00% | +22,990 | New |
| Capital Market Strategies LLC | 23,712 | $479.0K | 0.28% | −31−0.1% | Reduced |
| Cannon Advisors, Inc. | 23,820 | $481.2K | 0.41% | +1,406+6.3% | Added |
| Cerity Partners LLC | 24,835 | $501.7K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 25,000 | $505.0K | 0.04% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 25,369 | $512.5K | 0.25% | +2,191+9.5% | Added |
| HighTower Advisors, LLC | 26,346 | $532.2K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 26,698 | $535.3K | 0.00% | −51,308−65.8% | Reduced |
| Kane Investment Management, Inc. | 28,009 | $565.8K | 0.32% | +28,009 | New |
| Turtle Creek Wealth Advisors, LLC | 28,106 | $567.7K | 0.13% | 00.0% | Unchanged |
| Mariner, LLC | 28,311 | $571.9K | 0.00% | +8,271+41.3% | Added |
| Readystate Asset Management LP | 28,941 | $584.6K | 0.02% | +28,941 | New |
| Guggenheim Capital LLC | 29,598 | $597.9K | 0.00% | +2,257+8.3% | Added |
| The PNC Financial Services Group, Inc. | 29,771 | $601.4K | 0.00% | 00.0% | Unchanged |