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, Q3 2025
Institutional positions in Adams Diversified Equity Fund, Inc. as of Sep 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
- 193
- +7 vs. Q2 2025
- Shares held
- 23.4M
- −1.50M (−6.0%) vs. Q2 2025
- Total value
- $519.7M
- −$17.3M (−3.2%) vs. Q2 2025
- New holders
- 21
- 80 more added
- Sold out
- 14
- 45 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Adams Diversified Equity Fund, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | – | $22 | 0.00% | – | – |
| Creative Financial Designs Inc | 2 | $55 | 0.00% | −215−99.1% | Reduced |
| Citigroup Inc | 5 | $112 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 16 | $357 | 0.00% | +16 | New |
| Russell Investments Group, Ltd. | 61 | $1.36K | 0.00% | +1+1.7% | Added |
| Newbridge Financial Services Group, Inc. | 69 | $1.54K | 0.00% | +69 | New |
| Whittier Trust Co | 105 | $2.36K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 150 | $3.35K | 0.00% | +150 | New |
| Rockefeller Capital Management L.P. | 162 | $3.61K | 0.00% | +162 | New |
| Maryland Capital Advisors Inc. | 175 | $3.90K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 194 | $4.33K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 195 | $4.35K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 252 | $5.62K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 300 | $6.69K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 301 | $6.72K | 0.00% | +6+2.0% | Added |
| Rocky Mountain Advisers, LLC | 313 | $6.98K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 314 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 317 | $7.07K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 349 | $7.78K | 0.00% | −16,499−97.9% | Reduced |
| Larson Financial Group LLC | 352 | $7.85K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 436 | $9.72K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 500 | $11.2K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 532 | $11.9K | 0.00% | +532 | New |
| Highline Wealth Partners LLC | 550 | $12.3K | 0.00% | +550 | New |
| Sound Income Strategies, LLC | 615 | $13.9K | 0.00% | −2,000−76.5% | Reduced |
| Bangor Savings Bank | 633 | $14.1K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 665 | $14.8K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 769 | $17.2K | 0.00% | +13+1.7% | Added |
| SRS Capital Advisors, Inc. | 970 | $21.6K | 0.00% | +970 | New |
| Millstone Evans Group, LLC | 997 | $22.2K | 0.01% | +20+2.0% | Added |
| Atwood & Palmer Inc | 1,057 | $23.6K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1,175 | $26.2K | 0.00% | +200+20.5% | Added |
| Westfuller Advisors, LLC | 1,276 | $28.5K | 0.01% | +1,276 | New |
| Farther Finance Advisors, LLC | 1,400 | $31.2K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,501 | $33.5K | 0.03% | −227−13.1% | Reduced |
| Archer Investment Corp | 1,889 | $42.1K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,978 | $44.1K | 0.00% | +358+22.1% | Added |
| Rothschild Investment LLC | 2,165 | $48.3K | 0.00% | +44+2.1% | Added |
| Umb Bank N A | 2,460 | $54.9K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,989 | $66.7K | 0.01% | +60+2.0% | Added |
| Scarborough Advisors, LLC | 3,363 | $75.0K | 0.01% | +69+2.1% | Added |
| CWM, LLC | 3,609 | $80.0K | 0.00% | +773+27.3% | Added |
| First Command Advisory Services, Inc. | 4,420 | $98.6K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 4,424 | $98.6K | 0.00% | +125+2.9% | Added |
| First Community Trust NA | 4,680 | $104.4K | 0.08% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 4,817 | $107.4K | 0.01% | +99+2.1% | Added |
| US Bancorp | 7,640 | $170.4K | 0.00% | +157+2.1% | Added |
| Tradewinds Capital Management, LLC | 8,873 | $197.9K | 0.04% | +20.0% | Added |
| CIBC Private Wealth Group, LLC | 8,957 | $199.7K | 0.00% | +7,981+817.7% | Added |
| Sequoia Financial Advisors, LLC | 9,143 | $203.9K | 0.00% | +9,143 | New |
| Creative Planning | 9,306 | $207.5K | 0.00% | −3,710−28.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 9,389 | $209.4K | 0.00% | +3,847+69.4% | Added |
| GoalVest Advisory LLC | 9,392 | $209.4K | 0.04% | +273+3.0% | Added |
| Heritage Wealth Management, Inc. | 9,659 | $215.4K | 0.06% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 9,392 | $215.7K | 0.06% | −3,323−26.1% | Reduced |
| Stratos Wealth Partners, LTD. | 9,723 | $216.8K | 0.00% | +9,723 | New |
| Valmark Advisers, Inc. | 9,797 | $218.5K | 0.00% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,979 | $222.5K | 0.03% | +169+1.7% | Added |
| CRA Financial Services, LLC | 10,000 | $223.0K | 0.03% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 10,035 | $223.8K | 0.07% | +206+2.1% | Added |
| Vantage Financial Partners, LLC | 10,129 | $225.9K | 0.05% | +207+2.1% | Added |
| Allworth Financial LP | 10,166 | $226.7K | 0.00% | +208+2.1% | Added |
| Snowden Capital Advisors LLC | 10,214 | $227.8K | 0.01% | +208+2.1% | Added |
| Vista Investment Partners II, LLC | 10,394 | $231.8K | 0.11% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 10,409 | $232.1K | 0.00% | +10,409 | New |
| Silverlake Wealth Management LLC | 10,821 | $241.3K | 0.06% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 10,823 | $241.4K | 0.00% | +761+7.6% | Added |
| Abel Hall, LLC | 11,200 | $249.8K | 0.10% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 11,211 | $250.0K | 0.00% | −20,676−64.8% | Reduced |
| MSH Capital Advisors LLC | 11,434 | $255.0K | 0.07% | 00.0% | Unchanged |
| Bank of Montreal | 11,451 | $255.4K | 0.00% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 11,475 | $255.9K | 0.02% | +554+5.1% | Added |
| Founders Capital Management, LLC | 11,822 | $263.6K | 0.04% | +229+2.0% | Added |
| Financial Consulate, Inc | 12,242 | $273.0K | 0.04% | +12,242 | New |
| Wolverine Asset Management LLC | 12,883 | $287.3K | 0.00% | +12,883 | New |
| Truist Financial Corp | 12,942 | $288.6K | 0.00% | −475−3.5% | Reduced |
| JPMorgan Chase & Co | 13,169 | $293.7K | 0.00% | +166+1.3% | Added |
| Wetherby Asset Management Inc | 13,203 | $294.4K | 0.01% | +1,000+8.2% | Added |
| SMH Capital Advisors Inc | 13,188 | $307.0K | 0.63% | +119+0.9% | Added |
| Accredited Investor Services, LLC | 14,048 | $313.3K | 0.22% | −1,709−10.8% | Reduced |
| NewEdge Wealth, LLC | 14,813 | $345.1K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 15,840 | $353.2K | 0.00% | −851−5.1% | Reduced |
| K2 Principal Fund, L.P. | 16,520 | $368.4K | 0.04% | +338+2.1% | Added |
| McDonald Partners LLC | 17,079 | $380.9K | 0.11% | +350+2.1% | Added |
| Regions Financial Corp | 17,331 | $386.5K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 17,339 | $386.7K | 0.00% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 17,651 | $393.6K | 0.09% | −257−1.4% | Reduced |
| Allegheny Financial Group LTD | 18,473 | $411.9K | 0.08% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 19,963 | $445.2K | 0.11% | −1,576−7.3% | Reduced |
| Wesbanco Bank Inc | 20,362 | $454.1K | 0.01% | +1,000+5.2% | Added |
| MinichMacGregor Wealth Management, LLC | 136,238 | $482.1K | 0.09% | +315+0.2% | Added |
| Uniting Wealth Partners, LLC | 21,867 | $487.6K | 0.12% | +449+2.1% | Added |
| Walleye Capital LLC | 22,348 | $498.4K | 0.00% | +22,348 | New |
| Harbour Investments, Inc. | 22,546 | $502.8K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 22,963 | $512.1K | 0.01% | −2,227−8.8% | Reduced |
| Balyasny Asset Management LLC | 23,702 | $528.6K | 0.00% | +23,702 | New |
| StoneX Group Inc. | 24,059 | $536.5K | 0.02% | +2,364+10.9% | Added |
| Jane Street Group, LLC | 24,504 | $546.4K | 0.00% | −29,599−54.7% | Reduced |
| Lee Danner & Bass Inc | 25,000 | $557.5K | 0.04% | 00.0% | Unchanged |
| Cannon Advisors, Inc. | 25,330 | $578.3K | 0.39% | +168+0.7% | Added |