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, Q1 2025
Institutional positions in Adams Diversified Equity Fund, Inc. as of Mar 31, 2025. 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
- 181
- +1 vs. Q4 2024
- Shares held
- 27.0M
- +684.2K (+2.6%) vs. Q4 2024
- Total value
- $510.3M
- −$20.9M (−3.9%) vs. Q4 2024
- New holders
- 15
- 79 more added
- Sold out
- 14
- 48 more reduced
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Adams Diversified Equity Fund, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 1 | $17 | 0.00% | −1,526−99.9% | Reduced |
| Arcadia Investment Management Corp | 1 | $17 | 0.00% | −43−97.7% | Reduced |
| Huntington National Bank | – | $19 | 0.00% | – | – |
| Citigroup Inc | 5 | $95 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 8 | $114 | 0.00% | +1+14.3% | Added |
| Russell Investments Group, Ltd. | 59 | $1.12K | 0.00% | +59 | New |
| Whittier Trust Co | 105 | $1.99K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 175 | $3.32K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 194 | $3.68K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 195 | $3.70K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 252 | $4.79K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 300 | $5.70K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 313 | $5.94K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 314 | $5.96K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 352 | $6.68K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 532 | $10.1K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 615 | $11.7K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 633 | $12.0K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 665 | $12.6K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 740 | $14.1K | 0.00% | +14+1.9% | Added |
| IFP Advisors, Inc | 920 | $17.5K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 975 | $18.5K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 977 | $18.6K | 0.01% | −97−9.0% | Reduced |
| Assetmark, Inc | 1,003 | $19.0K | 0.00% | +567+130.0% | Added |
| Atwood & Palmer Inc | 1,057 | $20.1K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,214 | $23.1K | 0.00% | +1,002+472.6% | Added |
| Farther Finance Advisors, LLC | 1,400 | $26.8K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 1,657 | $31.5K | 0.00% | +1,657 | New |
| Archer Investment Corp | 1,889 | $35.9K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,075 | $39.4K | 0.00% | −4−0.2% | Reduced |
| WPG Advisers, LLC | 2,289 | $43.5K | 0.04% | −1,243−35.2% | Reduced |
| Umb Bank N A | 2,406 | $45.7K | 0.00% | +2,406 | New |
| CWM, LLC | 2,418 | $46.0K | 0.00% | +832+52.5% | Added |
| Sunbelt Securities, Inc. | 2,552 | $48.5K | 0.00% | −11−0.4% | Reduced |
| Comerica Bank | 2,815 | $53.5K | 0.00% | −136−4.6% | Reduced |
| LRI Investments, LLC | 2,865 | $54.4K | 0.01% | +62+2.2% | Added |
| First Command Advisory Services, Inc. | 4,420 | $83.9K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 4,615 | $87.6K | 0.01% | +100+2.2% | Added |
| First Community Trust NA | 4,680 | $88.9K | 0.08% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,231 | $99.3K | 0.00% | −1,456−21.8% | Reduced |
| MorganRosel Wealth Management, LLC | 5,292 | $100.5K | 0.03% | +5,292 | New |
| Coldstream Capital Management Inc | 5,955 | $113.1K | 0.00% | +5,955 | New |
| US Bancorp | 7,322 | $139.0K | 0.00% | −2,009−21.5% | Reduced |
| Tradewinds Capital Management, LLC | 8,871 | $168.5K | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 9,738 | $183.5K | 0.00% | +219+2.3% | Added |
| CRA Financial Services, LLC | 10,000 | $189.9K | 0.03% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 10,681 | $202.8K | 0.02% | −710−6.2% | Reduced |
| Virtu Financial LLC | 10,686 | $203.0K | 0.01% | +10,686 | New |
| Silverlake Wealth Management LLC | 10,821 | $205.5K | 0.08% | −554−4.9% | Reduced |
| Founders Capital Management, LLC | 11,352 | $215.6K | 0.04% | +236+2.1% | Added |
| Wesbanco Bank Inc | 11,362 | $215.8K | 0.01% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 12,000 | $227.9K | 0.00% | +222+1.9% | Added |
| Bank of Montreal | 12,351 | $234.5K | 0.00% | −104−0.8% | Reduced |
| Private Advisor Group, LLC | 12,594 | $239.2K | 0.00% | −123−1.0% | Reduced |
| MSH Capital Advisors LLC | 12,659 | $240.4K | 0.07% | −735−5.5% | Reduced |
| Creative Planning | 12,774 | $242.6K | 0.00% | +13+0.1% | Added |
| JPMorgan Chase & Co | 12,837 | $243.8K | 0.00% | +136+1.1% | Added |
| SMH Capital Advisors Inc | 13,259 | $251.8K | 0.58% | −277−2.0% | Reduced |
| Truist Financial Corp | 13,362 | $253.8K | 0.00% | +29+0.2% | Added |
| Walleye Capital LLC | 14,632 | $277.9K | 0.00% | +14,632 | New |
| NewEdge Wealth, LLC | 14,813 | $281.3K | 0.01% | 00.0% | Unchanged |
| Accredited Investor Services, LLC | 15,164 | $288.0K | 0.24% | +15,164 | New |
| Captrust Financial Advisors | 15,301 | $290.6K | 0.00% | +112+0.7% | Added |
| K2 Principal Fund, L.P. | 15,826 | $300.5K | 0.05% | +348+2.2% | Added |
| Geneos Wealth Management Inc. | 16,125 | $306.2K | 0.01% | +12,827+388.9% | Added |
| McDonald Partners LLC | 16,360 | $310.7K | 0.08% | +16,360 | New |
| Principal Securities, Inc. | 15,723 | $317.6K | 0.01% | 00.0% | Unchanged |
| StoneX Group Inc. | 16,800 | $319.0K | 0.02% | +16,800 | New |
| Level Four Advisory Services, LLC | 17,210 | $326.8K | 0.01% | +325+1.9% | Added |
| Regions Financial Corp | 17,440 | $331.2K | 0.00% | −10.0% | Reduced |
| Savant Capital, LLC | 18,071 | $343.2K | 0.00% | −363−2.0% | Reduced |
| Allegheny Financial Group LTD | 18,473 | $350.8K | 0.09% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 19,712 | $374.3K | 0.10% | −2,990−13.2% | Reduced |
| Uniting Wealth Partners, LLC | 20,386 | $387.1K | 0.19% | +1,390+7.3% | Added |
| Mezzasalma Advisors, LLC | 21,127 | $401.2K | 0.14% | +401+1.9% | Added |
| Capital Market Strategies LLC | 21,130 | $401.3K | 0.27% | −2,582−10.9% | Reduced |
| Transform Wealth, LLC | 21,577 | $409.7K | 0.02% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 135,592 | $416.1K | 0.09% | +324+0.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 22,188 | $421.4K | 0.02% | +3,250+17.2% | Added |
| Harbour Investments, Inc. | 22,546 | $428.1K | 0.01% | +3,017+15.4% | Added |
| Concorde Asset Management, LLC | 23,277 | $435.7K | 0.23% | +8,778+60.5% | Added |
| HighTower Advisors, LLC | 23,296 | $442.4K | 0.00% | −3,050−11.6% | Reduced |
| Cannon Advisors, Inc. | 24,213 | $459.8K | 0.42% | +393+1.6% | Added |
| Kestra Private Wealth Services, LLC | 24,584 | $466.9K | 0.01% | −16,041−39.5% | Reduced |
| Lee Danner & Bass Inc | 25,000 | $474.8K | 0.04% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 25,617 | $486.5K | 0.00% | −3,981−13.5% | Reduced |
| Ronald Blue Trust, Inc. | 25,716 | $488.4K | 0.01% | −6,234−19.5% | Reduced |
| Quad-Cities Investment Group, LLC | 25,940 | $492.6K | 0.24% | +571+2.3% | Added |
| Joel Isaacson & Co., LLC | 26,520 | $503.6K | 0.02% | +26,520 | New |
| Pathstone Holdings, LLC | 26,681 | $516.1K | 0.00% | −17−0.1% | Reduced |
| Farmers National Bank | 27,234 | $517.2K | 0.15% | +27,234 | New |
| Jane Street Group, LLC | 27,640 | $524.9K | 0.00% | +27,640 | New |
| Turtle Creek Wealth Advisors, LLC | 28,106 | $533.7K | 0.08% | 00.0% | Unchanged |
| Kane Investment Management, Inc. | 28,782 | $546.6K | 0.26% | +773+2.8% | Added |
| Cerity Partners LLC | 29,290 | $556.2K | 0.00% | +4,455+17.9% | Added |
| The PNC Financial Services Group, Inc. | 29,931 | $568.4K | 0.00% | +160+0.5% | Added |
| J.W. Cole Advisors, Inc. | 30,140 | $572.4K | 0.02% | +30,140 | New |
| Uhlmann Price Securities, LLC | 31,624 | $600.6K | 0.44% | +698+2.3% | Added |
| Envestnet Asset Management Inc | 31,839 | $604.6K | 0.00% | +8,849+38.5% | Added |
| Prostatis Group LLC | 34,058 | $646.8K | 0.20% | −207−0.6% | Reduced |