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.

Q3 2025 vs. Q2 2025

How the institutions holding Adams Diversified Equity Fund, Inc. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025 All holders in Q2 2025

13F holders of ADX: Q2 2025 compared with Q3 2025
Measure	Q2 2025	Of which not filed for Q3 2025	Q3 2025	Change
Holders	190	4	193	+7
Shares	25.1M	212.6K	23.4M	−1.50M (−6.0%)
Value	$541.6M	$4.62M	$519.7M	−$17.3M (−3.2%)

4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (21)

Institutions that held Adams Diversified Equity Fund, Inc. at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to ADX in Q3 2025
Institution	Shares	Value	% of portfolio
Shaker Financial Services, LLC	237,032	$5.29M	1.81%
PMG Family Office LLC	80,229	$1.79M	2.00%
King Luther Capital Management Corp	–	$1.12M	0.00%
Concorde Asset Management, LLC	37,587	$844.6K	0.35%
West Bancorporation Inc	36,090	$804.8K	0.45%
Readystate Asset Management LP	32,106	$716.0K	0.03%
Balyasny Asset Management LLC	23,702	$528.6K	0.00%
Walleye Capital LLC	22,348	$498.4K	0.00%
Wolverine Asset Management LLC	12,883	$287.3K	0.00%
Financial Consulate, Inc	12,242	$273.0K	0.04%
Pensionmark Financial Group, LLC	10,409	$232.1K	0.00%
Stratos Wealth Partners, LTD.	9,723	$216.8K	0.00%
Sequoia Financial Advisors, LLC	9,143	$203.9K	0.00%
Westfuller Advisors, LLC	1,276	$28.5K	0.01%
SRS Capital Advisors, Inc.	970	$21.6K	0.00%
Highline Wealth Partners LLC	550	$12.3K	0.00%
Mather Group, LLC.	532	$11.9K	0.00%
Rockefeller Capital Management L.P.	162	$3.61K	0.00%
Advisory Services Network, LLC	150	$3.35K	0.00%
Newbridge Financial Services Group, Inc.	69	$1.54K	0.00%
Tower Research Capital LLC (TRC)	16	$357	0.00%

Sold out (14)

Institutions that held Adams Diversified Equity Fund, Inc. at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of ADX in Q3 2025
Institution	Shares, Q2 2025	Value, Q2 2025
Potrero Capital Research LLC	442,735	$9.61M
Salem Investment Counselors Inc	50,062	$1.09M
Bryn Mawr Trust Co	45,348	$984.5K
Quantedge Capital Pte Ltd	13,457	$292.2K
AQR Capital Management LLC	12,151	$263.8K
Kingsview Wealth Management, LLC	11,357	$246.6K
MorganRosel Wealth Management, LLC	5,292	$114.9K
Fortitude Family Office, LLC	2,900	$63.0K
Sunbelt Securities, Inc.	2,563	$51.8K
Signature Resources Capital Management, LLC	1,055	$22.9K
Central Trust Co	1,000	$21.7K
Glenmede Investment Management, LP	1,000	$21.7K
Whipplewood Advisors, LLC	6	$130
Arcadia Investment Management Corp	1	$20

Not filed for Q3 2025 yet (4)

Institutions that held Adams Diversified Equity Fund, Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ADX in Q2 2025 that haven't filed for Q3 2025
Institution	Shares, Q2 2025	Value, Q2 2025
Priebe Wealth Holdings LLC	149,363	$3.24M
Atria Wealth Solutions, Inc.	24,707	$537.6K
Capital Market Strategies LLC	20,110	$436.6K
EP Wealth Advisors, LLC	18,455	$400.7K