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, Q2 2025
Institutional positions in Adams Diversified Equity Fund, Inc. as of Jun 30, 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
- 190
- +12 vs. Q1 2025
- Shares held
- 25.1M
- −1.85M (−6.9%) vs. Q1 2025
- Total value
- $541.6M
- +$32.1M (+6.3%) vs. Q1 2025
- New holders
- 28
- 75 more added
- Sold out
- 16
- 45 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Adams Diversified Equity Fund, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Uniting Wealth Partners, LLC | 21,418 | $465.0K | 0.18% | +1,032+5.1% | Added |
| Capital Market Strategies LLC | 20,110 | $436.6K | 0.30% | −1,020−4.8% | Reduced |
| Wesbanco Bank Inc | 19,362 | $420.4K | 0.01% | +8,000+70.4% | Added |
| Allegheny Financial Group LTD | 18,473 | $401.0K | 0.09% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 18,455 | $400.7K | 0.00% | +18,455 | New |
| Savant Capital, LLC | 18,181 | $394.7K | 0.00% | +110+0.6% | Added |
| Sage Capital Advisors,llc | 17,908 | $388.8K | 0.10% | −1,804−9.2% | Reduced |
| Pathstone Holdings, LLC | 17,339 | $376.4K | 0.00% | −9,342−35.0% | Reduced |
| Regions Financial Corp | 17,331 | $376.3K | 0.00% | −109−0.6% | Reduced |
| Geneos Wealth Management Inc. | 16,848 | $365.8K | 0.01% | +723+4.5% | Added |
| McDonald Partners LLC | 16,729 | $363.2K | 0.09% | +369+2.3% | Added |
| Captrust Financial Advisors | 16,691 | $362.4K | 0.00% | +1,390+9.1% | Added |
| K2 Principal Fund, L.P. | 16,182 | $351.3K | 0.06% | +356+2.2% | Added |
| Accredited Investor Services, LLC | 15,757 | $342.1K | 0.26% | +593+3.9% | Added |
| NewEdge Wealth, LLC | 14,813 | $320.6K | 0.01% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 13,457 | $292.2K | 0.27% | −54,400−80.2% | Reduced |
| Truist Financial Corp | 13,417 | $291.3K | 0.00% | +55+0.4% | Added |
| SMH Capital Advisors Inc | 13,069 | $283.7K | 0.64% | −190−1.4% | Reduced |
| Creative Planning | 13,016 | $282.6K | 0.00% | +242+1.9% | Added |
| JPMorgan Chase & Co | 13,003 | $282.3K | 0.00% | +166+1.3% | Added |
| KC Investment Advisors, LLC | 12,715 | $276.0K | 0.10% | −21,615−63.0% | Reduced |
| Wetherby Asset Management Inc | 12,203 | $264.9K | 0.01% | +12,203 | New |
| AQR Capital Management LLC | 12,151 | $263.8K | 0.00% | +12,151 | New |
| Founders Capital Management, LLC | 11,593 | $251.7K | 0.04% | +241+2.1% | Added |
| Bank of Montreal | 11,451 | $248.6K | 0.00% | −900−7.3% | Reduced |
| MSH Capital Advisors LLC | 11,434 | $248.2K | 0.07% | −1,225−9.7% | Reduced |
| Kingsview Wealth Management, LLC | 11,357 | $246.6K | 0.00% | −643−5.4% | Reduced |
| Abel Hall, LLC | 11,200 | $243.2K | 0.11% | +11,200 | New |
| Kingswood Wealth Advisors, LLC | 10,921 | $237.1K | 0.02% | +240+2.2% | Added |
| Silverlake Wealth Management LLC | 10,821 | $234.9K | 0.07% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 10,394 | $225.7K | 0.11% | +10,394 | New |
| Tiaa Trust, National Association | 10,062 | $218.4K | 0.00% | +10,062 | New |
| Snowden Capital Advisors LLC | 10,006 | $217.2K | 0.01% | +10,006 | New |
| CRA Financial Services, LLC | 10,000 | $217.1K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 9,958 | $216.2K | 0.00% | +220+2.3% | Added |
| Vantage Financial Partners, LLC | 9,922 | $215.4K | 0.05% | +9,922 | New |
| Benchmark Financial Wealth Advisors, LLC | 9,829 | $213.4K | 0.07% | +9,829 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,810 | $213.0K | 0.03% | +9,810 | New |
| Valmark Advisers, Inc. | 9,797 | $212.7K | 0.00% | +9,797 | New |
| Heritage Wealth Management, Inc. | 9,659 | $209.7K | 0.07% | +9,659 | New |
| GoalVest Advisory LLC | 9,119 | $198.0K | 0.05% | +9,119 | New |
| Tradewinds Capital Management, LLC | 8,871 | $192.6K | 0.05% | 00.0% | Unchanged |
| US Bancorp | 7,483 | $162.5K | 0.00% | +161+2.2% | Added |
| Steward Partners Investment Advisory, LLC | 5,542 | $120.3K | 0.00% | +311+5.9% | Added |
| MorganRosel Wealth Management, LLC | 5,292 | $114.9K | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 4,718 | $102.4K | 0.02% | +103+2.2% | Added |
| First Community Trust NA | 4,680 | $101.6K | 0.08% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 4,420 | $96.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 4,299 | $93.3K | 0.00% | +1,484+52.7% | Added |
| Scarborough Advisors, LLC | 3,294 | $71.5K | 0.01% | +3,294 | New |
| LRI Investments, LLC | 2,929 | $63.6K | 0.01% | +64+2.2% | Added |
| Fortitude Family Office, LLC | 2,900 | $63.0K | 0.02% | +2,900 | New |
| CWM, LLC | 2,836 | $62.0K | 0.00% | +418+17.3% | Added |
| Sound Income Strategies, LLC | 2,615 | $56.8K | 0.00% | +2,000+325.2% | Added |
| Umb Bank N A | 2,460 | $53.4K | 0.00% | +54+2.2% | Added |
| Sunbelt Securities, Inc. | 2,563 | $51.8K | 0.00% | +11+0.4% | Added |
| Rothschild Investment LLC | 2,121 | $46.0K | 0.00% | +46+2.2% | Added |
| Archer Investment Corp | 1,889 | $41.0K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,728 | $37.5K | 0.03% | −561−24.5% | Reduced |
| IFP Advisors, Inc | 1,620 | $35.2K | 0.00% | +700+76.1% | Added |
| Farther Finance Advisors, LLC | 1,400 | $30.4K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,057 | $22.9K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 1,055 | $22.9K | 0.01% | +1,055 | New |
| Central Trust Co | 1,000 | $21.7K | 0.00% | +1,000 | New |
| Glenmede Investment Management, LP | 1,000 | $21.7K | 0.00% | +1,000 | New |
| Millstone Evans Group, LLC | 977 | $21.2K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 976 | $21.2K | 0.00% | +975+97,500.0% | Added |
| Atlantic Union Bankshares Corp | 975 | $21.2K | 0.00% | +975 | New |
| Private Trust Co NA | 756 | $16.4K | 0.00% | +16+2.2% | Added |
| Kathleen S. Wright Associates Inc. | 665 | $14.4K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 633 | $13.7K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 500 | $10.9K | 0.00% | +500 | New |
| Assetmark, Inc | 436 | $9.47K | 0.00% | −567−56.5% | Reduced |
| Larson Financial Group LLC | 352 | $7.64K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 317 | $6.88K | 0.00% | +317 | New |
| CoreCap Advisors, LLC | 314 | $6.82K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 313 | $6.79K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 300 | $6.51K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 295 | $6.41K | 0.00% | −71,083−99.6% | Reduced |
| Cherry Tree Wealth Management, LLC | 252 | $5.47K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 217 | $4.71K | 0.00% | −997−82.1% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 195 | $4.23K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 194 | $4.21K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 175 | $3.80K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 105 | $2.28K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 60 | $1.30K | 0.00% | +1+1.7% | Added |
| Whipplewood Advisors, LLC | 6 | $130 | 0.00% | −2−25.0% | Reduced |
| Citigroup Inc | 5 | $109 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $22 | 0.00% | – | – |
| Arcadia Investment Management Corp | 1 | $20 | 0.00% | 00.0% | Unchanged |
| Jones Road Capital Management, L.P. | 0 | $0 | 0.00% | −419,000−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −207,446−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −152,886−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −101,313−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −110,530−100.0% | Sold out |
| Global Endowment Management, LP | 0 | $0 | 0.00% | −77,652−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −48,956−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −43,431−100.0% | Sold out |
| Kane Investment Management, Inc. | 0 | $0 | 0.00% | −28,782−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −17,210−100.0% | Sold out |