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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 21,673 | $438.0K | 0.00% | +1,047+5.1% | Added |
| Transform Wealth, LLC | 21,577 | $435.9K | 0.02% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 20,726 | $418.7K | 0.14% | +20,726 | New |
| Oppenheimer & Co Inc | 20,599 | $416.1K | 0.01% | +248+1.2% | Added |
| Park Avenue Securities LLC | 19,638 | $397.0K | 0.00% | +4,389+28.8% | Added |
| Harbour Investments, Inc. | 19,529 | $394.5K | 0.01% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 19,295 | $389.8K | 0.03% | 00.0% | Unchanged |
| Uniting Wealth Partners, LLC | 18,996 | $383.7K | 0.19% | +18,996 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,938 | $382.6K | 0.01% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 18,473 | $373.2K | 0.10% | −2,677−12.7% | Reduced |
| Savant Capital, LLC | 18,434 | $372.4K | 0.00% | −1,023−5.3% | Reduced |
| Regions Financial Corp | 17,441 | $352.3K | 0.00% | +1,507+9.5% | Added |
| Level Four Advisory Services, LLC | 16,885 | $341.1K | 0.01% | +1,454+9.4% | Added |
| KC Investment Advisors, LLC | 16,787 | $339.1K | 0.13% | +1,450+9.5% | Added |
| Millennium Management LLC | 16,264 | $328.5K | 0.00% | −64,632−79.9% | Reduced |
| Principal Securities, Inc. | 15,723 | $317.6K | 0.01% | 00.0% | Unchanged |
| K2 Principal Fund, L.P. | 15,478 | $312.7K | 0.05% | +15,478 | New |
| Captrust Financial Advisors | 15,189 | $306.8K | 0.00% | +3,199+26.7% | Added |
| NewEdge Wealth, LLC | 14,813 | $299.2K | 0.01% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 14,499 | $292.9K | 0.15% | +1,210+9.1% | Added |
| SMH Capital Advisors Inc | 13,536 | $273.4K | 0.66% | −192−1.4% | Reduced |
| MSH Capital Advisors LLC | 13,394 | $270.6K | 0.09% | −1,395−9.4% | Reduced |
| Truist Financial Corp | 13,333 | $269.3K | 0.00% | +116+0.9% | Added |
| Creative Planning | 12,761 | $257.8K | 0.00% | +53+0.4% | Added |
| Private Advisor Group, LLC | 12,717 | $256.9K | 0.00% | −4,984−28.2% | Reduced |
| JPMorgan Chase & Co | 12,701 | $256.6K | 0.00% | +702+5.9% | Added |
| Bank of Montreal | 12,455 | $251.6K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 12,203 | $246.5K | 0.01% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 11,778 | $237.9K | 0.00% | +717+6.5% | Added |
| Great Valley Advisor Group, Inc. | 11,498 | $232.6K | 0.01% | −257−2.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 11,391 | $230.1K | 0.02% | +11,391 | New |
| Silverlake Wealth Management LLC | 11,375 | $229.8K | 0.09% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 11,362 | $229.5K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 11,116 | $224.6K | 0.04% | +903+8.8% | Added |
| Tiaa Trust, National Association | 10,567 | $213.5K | 0.00% | +850+8.7% | Added |
| Two Sigma Securities, LLC | 10,399 | $210.1K | 0.04% | +10,399 | New |
| CRA Financial Services, LLC | 10,000 | $202.0K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 9,519 | $201.9K | 0.00% | +9,519 | New |
| US Bancorp | 9,331 | $188.5K | 0.00% | +473+5.3% | Added |
| Tradewinds Capital Management, LLC | 8,871 | $179.2K | 0.05% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 6,995 | $141.3K | 0.05% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6,687 | $135.1K | 0.00% | +576+9.4% | Added |
| First Community Trust NA | 4,680 | $94.5K | 0.07% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 4,515 | $91.2K | 0.02% | +389+9.4% | Added |
| First Command Advisory Services, Inc. | 4,420 | $89.3K | 0.00% | +4,420 | New |
| WPG Advisers, LLC | 3,532 | $71.3K | 0.07% | +3,532 | New |
| Geneos Wealth Management Inc. | 3,298 | $66.6K | 0.00% | +1,029+45.4% | Added |
| Comerica Bank | 2,951 | $59.6K | 0.00% | +100+3.5% | Added |
| LRI Investments, LLC | 2,803 | $56.6K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 2,617 | $52.9K | 0.01% | +2,617 | New |
| Sunbelt Securities, Inc. | 2,563 | $52.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,082 | $42.1K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,079 | $42.0K | 0.00% | +179+9.4% | Added |
| Archer Investment Corp | 1,889 | $38.2K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,586 | $32.0K | 0.00% | +1,064+203.8% | Added |
| CIBC Private Wealth Group, LLC | 1,527 | $31.2K | 0.00% | +1,527 | New |
| Farther Finance Advisors, LLC | 1,400 | $28.3K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,074 | $21.7K | 0.01% | +1,074 | New |
| Atwood & Palmer Inc | 1,057 | $21.4K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 975 | $19.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 920 | $18.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 726 | $14.7K | 0.00% | +62+9.3% | Added |
| Kathleen S. Wright Associates Inc. | 665 | $13.4K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 633 | $12.8K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 615 | $12.4K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 532 | $10.7K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 436 | $8.81K | 0.00% | +364+505.6% | Added |
| Larson Financial Group LLC | 352 | $7.11K | 0.00% | −53−13.1% | Reduced |
| Hilltop National Bank | 317 | $6.40K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 314 | $6.34K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 313 | $6.32K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 300 | $6.06K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 288 | $5.80K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 252 | $5.09K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 212 | $4.28K | 0.00% | −296−58.3% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 195 | $3.94K | 0.00% | +195 | New |
| Morton Brown Family Wealth, LLC | 194 | $3.92K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 175 | $3.54K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 105 | $2.12K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 44 | $887 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 7 | $133 | 0.00% | +7 | New |
| Citigroup Inc | 5 | $101 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $20 | 0.00% | – | – |
| FMR LLC | 1 | $20 | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 6 | $0 | 0.00% | +6 | New |
| Walleye Capital LLC | 0 | $0 | 0.00% | −33,441−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −11,482−100.0% | Sold out |
| Ethos Financial Group, LLC | 0 | $0 | 0.00% | −9,353−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Legacy Investment Solutions, LLC | 0 | $0 | 0.00% | −792−100.0% | Sold out |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −792−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| 9258 Wealth Management, LLC | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |