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.

Q2 2025 vs. Q1 2025

How the institutions holding Adams Diversified Equity Fund, Inc. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025 All holders in Q1 2025

13F holders of ADX: Q1 2025 compared with Q2 2025
Measure	Q1 2025	Of which not filed for Q2 2025	Q2 2025	Change
Holders	181	3	190	+12
Shares	27.0M	45.8K	25.1M	−1.85M (−6.9%)
Value	$510.3M	$864.0K	$541.6M	+$32.1M (+6.3%)

3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (28)

Institutions that held Adams Diversified Equity Fund, Inc. at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to ADX in Q2 2025
Institution	Shares	Value	% of portfolio
Independent Financial Group, LLC	152,206	$3.30M	0.09%
Westbourne Investment Advisors, Inc.	71,500	$1.55M	0.47%
Means Investment Co., Inc.	71,425	$1.55M	0.15%
Midwest Trust Co	44,410	$964.1K	0.01%
Park Avenue Securities LLC	27,955	$607.0K	0.01%
Kovitz Investment Group Partners, LLC	27,082	$587.9K	0.00%
Prevail Innovative Wealth Advisors, LLC	25,382	$551.0K	0.12%
EP Wealth Advisors, LLC	18,455	$400.7K	0.00%
Wetherby Asset Management Inc	12,203	$264.9K	0.01%
AQR Capital Management LLC	12,151	$263.8K	0.00%
Abel Hall, LLC	11,200	$243.2K	0.11%
Vista Investment Partners II, LLC	10,394	$225.7K	0.11%
Tiaa Trust, National Association	10,062	$218.4K	0.00%
Snowden Capital Advisors LLC	10,006	$217.2K	0.01%
Vantage Financial Partners, LLC	9,922	$215.4K	0.05%
Benchmark Financial Wealth Advisors, LLC	9,829	$213.4K	0.07%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	9,810	$213.0K	0.03%
Valmark Advisers, Inc.	9,797	$212.7K	0.00%
Heritage Wealth Management, Inc.	9,659	$209.7K	0.07%
GoalVest Advisory LLC	9,119	$198.0K	0.05%
Scarborough Advisors, LLC	3,294	$71.5K	0.01%
Fortitude Family Office, LLC	2,900	$63.0K	0.02%
Signature Resources Capital Management, LLC	1,055	$22.9K	0.01%
Central Trust Co	1,000	$21.7K	0.00%
Glenmede Investment Management, LP	1,000	$21.7K	0.00%
Atlantic Union Bankshares Corp	975	$21.2K	0.00%
Armstrong Advisory Group, Inc	500	$10.9K	0.00%
Hilltop National Bank	317	$6.88K	0.00%

Sold out (16)

Institutions that held Adams Diversified Equity Fund, Inc. at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of ADX in Q2 2025
Institution	Shares, Q1 2025	Value, Q1 2025
Jones Road Capital Management, L.P.	419,000	$7.96M
Shaker Financial Services, LLC	207,446	$3.94M
Wolverine Asset Management LLC	152,886	$2.90M
Thrivent Financial for Lutherans	101,313	$2.28M
Landscape Capital Management, L.L.C.	110,530	$2.10M
Global Endowment Management, LP	77,652	$1.47M
Readystate Asset Management LP	48,956	$929.7K
Financial Counselors Inc	43,431	$824.8K
Kane Investment Management, Inc.	28,782	$546.6K
Level Four Advisory Services, LLC	17,210	$326.8K
Principal Securities, Inc.	15,723	$317.6K
Walleye Capital LLC	14,632	$277.9K
Virtu Financial LLC	10,686	$203.0K
Coldstream Capital Management Inc	5,955	$113.1K
Boston Private Wealth LLC	1,657	$31.5K
Mather Group, LLC.	532	$10.1K

Not filed for Q2 2025 yet (3)

Institutions that held Adams Diversified Equity Fund, Inc. at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ADX in Q1 2025 that haven't filed for Q2 2025
Institution	Shares, Q1 2025	Value, Q1 2025
Concorde Asset Management, LLC	23,277	$435.7K
Transform Wealth, LLC	21,577	$409.7K
Sandy Spring Bank	975	$18.5K