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.
Q1 2025 vs. Q4 2024
How the institutions holding Adams Diversified Equity Fund, Inc. changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Of which not filed for Q1 2025 | Q1 2025 | Change |
|---|---|---|---|---|
| Holders | 185 | 5 | 181 | +1 |
| Shares | 26.6M | 266.3K | 27.0M | +684.2K (+2.6%) |
| Value | $536.6M | $5.38M | $510.3M | −$20.9M (−3.9%) |
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (15)
Institutions that held Adams Diversified Equity Fund, Inc. at the end of Q1 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Penserra Capital Management LLC | 235,377 | $4.47M | 0.08% |
| J.W. Cole Advisors, Inc. | 30,140 | $572.4K | 0.02% |
| Jane Street Group, LLC | 27,640 | $524.9K | 0.00% |
| Farmers National Bank | 27,234 | $517.2K | 0.15% |
| Joel Isaacson & Co., LLC | 26,520 | $503.6K | 0.02% |
| StoneX Group Inc. | 16,800 | $319.0K | 0.02% |
| McDonald Partners LLC | 16,360 | $310.7K | 0.08% |
| Accredited Investor Services, LLC | 15,164 | $288.0K | 0.24% |
| Walleye Capital LLC | 14,632 | $277.9K | 0.00% |
| Virtu Financial LLC | 10,686 | $203.0K | 0.01% |
| Coldstream Capital Management Inc | 5,955 | $113.1K | 0.00% |
| MorganRosel Wealth Management, LLC | 5,292 | $100.5K | 0.03% |
| Umb Bank N A | 2,406 | $45.7K | 0.00% |
| Boston Private Wealth LLC | 1,657 | $31.5K | 0.00% |
| Russell Investments Group, Ltd. | 59 | $1.12K | 0.00% |
Sold out (14)
Institutions that held Adams Diversified Equity Fund, Inc. at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Prevail Innovative Wealth Advisors, LLC | 125,682 | $2.54M |
| Polar Asset Management Partners Inc. | 74,837 | $1.51M |
| Pensionmark Financial Group, LLC | 33,259 | $671.8K |
| Logan Stone Capital, LLC | 29,788 | $601.7K |
| Park Avenue Securities LLC | 19,638 | $397.0K |
| Prosperity Consulting Group, LLC | 19,295 | $389.8K |
| Millennium Management LLC | 16,264 | $328.5K |
| Great Valley Advisor Group, Inc. | 11,498 | $232.6K |
| Tiaa Trust, National Association | 10,567 | $213.5K |
| Two Sigma Securities, LLC | 10,399 | $210.1K |
| Elequin Capital LP | 2,617 | $52.9K |
| Plante Moran Financial Advisors, LLC | 2,082 | $42.1K |
| FMR LLC | 1 | $20 |
| Capital Analysts, LLC | 6 | $0 |
Not filed for Q1 2025 yet (5)
Institutions that held Adams Diversified Equity Fund, Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| HTLF Bank | 246,496 | $4.98M |
| Wetherby Asset Management Inc | 12,203 | $246.5K |
| Cassady Schiller Wealth Management, LLC | 6,995 | $141.3K |
| Hilltop National Bank | 317 | $6.40K |
| RE Dickinson Investment Advisors, LLC | 288 | $5.80K |