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 |
|---|---|---|---|---|---|
| Walleye Capital LLC | 22,348 | $498.4K | 0.00% | +22,348 | New |
| Uniting Wealth Partners, LLC | 21,867 | $487.6K | 0.12% | +449+2.1% | Added |
| MinichMacGregor Wealth Management, LLC | 136,238 | $482.1K | 0.09% | +315+0.2% | Added |
| Wesbanco Bank Inc | 20,362 | $454.1K | 0.01% | +1,000+5.2% | Added |
| Mezzasalma Advisors, LLC | 19,963 | $445.2K | 0.11% | −1,576−7.3% | Reduced |
| Allegheny Financial Group LTD | 18,473 | $411.9K | 0.08% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 17,651 | $393.6K | 0.09% | −257−1.4% | Reduced |
| Pathstone Holdings, LLC | 17,339 | $386.7K | 0.00% | 00.0% | Unchanged |
| Regions Financial Corp | 17,331 | $386.5K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 17,079 | $380.9K | 0.11% | +350+2.1% | Added |
| K2 Principal Fund, L.P. | 16,520 | $368.4K | 0.04% | +338+2.1% | Added |
| Captrust Financial Advisors | 15,840 | $353.2K | 0.00% | −851−5.1% | Reduced |
| NewEdge Wealth, LLC | 14,813 | $345.1K | 0.00% | 00.0% | Unchanged |
| Accredited Investor Services, LLC | 14,048 | $313.3K | 0.22% | −1,709−10.8% | Reduced |
| SMH Capital Advisors Inc | 13,188 | $307.0K | 0.63% | +119+0.9% | Added |
| Wetherby Asset Management Inc | 13,203 | $294.4K | 0.01% | +1,000+8.2% | Added |
| JPMorgan Chase & Co | 13,169 | $293.7K | 0.00% | +166+1.3% | Added |
| Truist Financial Corp | 12,942 | $288.6K | 0.00% | −475−3.5% | Reduced |
| Wolverine Asset Management LLC | 12,883 | $287.3K | 0.00% | +12,883 | New |
| Financial Consulate, Inc | 12,242 | $273.0K | 0.04% | +12,242 | New |
| Founders Capital Management, LLC | 11,822 | $263.6K | 0.04% | +229+2.0% | Added |
| Kingswood Wealth Advisors, LLC | 11,475 | $255.9K | 0.02% | +554+5.1% | Added |
| Bank of Montreal | 11,451 | $255.4K | 0.00% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 11,434 | $255.0K | 0.07% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 11,211 | $250.0K | 0.00% | −20,676−64.8% | Reduced |
| Abel Hall, LLC | 11,200 | $249.8K | 0.10% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 10,823 | $241.4K | 0.00% | +761+7.6% | Added |
| Silverlake Wealth Management LLC | 10,821 | $241.3K | 0.06% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 10,409 | $232.1K | 0.00% | +10,409 | New |
| Vista Investment Partners II, LLC | 10,394 | $231.8K | 0.11% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 10,214 | $227.8K | 0.01% | +208+2.1% | Added |
| Allworth Financial LP | 10,166 | $226.7K | 0.00% | +208+2.1% | Added |
| Vantage Financial Partners, LLC | 10,129 | $225.9K | 0.05% | +207+2.1% | Added |
| Benchmark Financial Wealth Advisors, LLC | 10,035 | $223.8K | 0.07% | +206+2.1% | Added |
| CRA Financial Services, LLC | 10,000 | $223.0K | 0.03% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,979 | $222.5K | 0.03% | +169+1.7% | Added |
| Valmark Advisers, Inc. | 9,797 | $218.5K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 9,723 | $216.8K | 0.00% | +9,723 | New |
| KC Investment Advisors, LLC | 9,392 | $215.7K | 0.06% | −3,323−26.1% | Reduced |
| Heritage Wealth Management, Inc. | 9,659 | $215.4K | 0.06% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 9,392 | $209.4K | 0.04% | +273+3.0% | Added |
| Steward Partners Investment Advisory, LLC | 9,389 | $209.4K | 0.00% | +3,847+69.4% | Added |
| Creative Planning | 9,306 | $207.5K | 0.00% | −3,710−28.5% | Reduced |
| Sequoia Financial Advisors, LLC | 9,143 | $203.9K | 0.00% | +9,143 | New |
| CIBC Private Wealth Group, LLC | 8,957 | $199.7K | 0.00% | +7,981+817.7% | Added |
| Tradewinds Capital Management, LLC | 8,873 | $197.9K | 0.04% | +20.0% | Added |
| US Bancorp | 7,640 | $170.4K | 0.00% | +157+2.1% | Added |
| Glen Eagle Advisors, LLC | 4,817 | $107.4K | 0.01% | +99+2.1% | Added |
| First Community Trust NA | 4,680 | $104.4K | 0.08% | 00.0% | Unchanged |
| Comerica Bank | 4,424 | $98.6K | 0.00% | +125+2.9% | Added |
| First Command Advisory Services, Inc. | 4,420 | $98.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,609 | $80.0K | 0.00% | +773+27.3% | Added |
| Scarborough Advisors, LLC | 3,363 | $75.0K | 0.01% | +69+2.1% | Added |
| LRI Investments, LLC | 2,989 | $66.7K | 0.01% | +60+2.0% | Added |
| Umb Bank N A | 2,460 | $54.9K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,165 | $48.3K | 0.00% | +44+2.1% | Added |
| IFP Advisors, Inc | 1,978 | $44.1K | 0.00% | +358+22.1% | Added |
| Archer Investment Corp | 1,889 | $42.1K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,501 | $33.5K | 0.03% | −227−13.1% | Reduced |
| Farther Finance Advisors, LLC | 1,400 | $31.2K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 1,276 | $28.5K | 0.01% | +1,276 | New |
| Atlantic Union Bankshares Corp | 1,175 | $26.2K | 0.00% | +200+20.5% | Added |
| Atwood & Palmer Inc | 1,057 | $23.6K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 997 | $22.2K | 0.01% | +20+2.0% | Added |
| SRS Capital Advisors, Inc. | 970 | $21.6K | 0.00% | +970 | New |
| Private Trust Co NA | 769 | $17.2K | 0.00% | +13+1.7% | Added |
| Kathleen S. Wright Associates Inc. | 665 | $14.8K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 633 | $14.1K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 615 | $13.9K | 0.00% | −2,000−76.5% | Reduced |
| Highline Wealth Partners LLC | 550 | $12.3K | 0.00% | +550 | New |
| Mather Group, LLC. | 532 | $11.9K | 0.00% | +532 | New |
| Armstrong Advisory Group, Inc | 500 | $11.2K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 436 | $9.72K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 352 | $7.85K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 349 | $7.78K | 0.00% | −16,499−97.9% | Reduced |
| Hilltop National Bank | 317 | $7.07K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 314 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 313 | $6.98K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 301 | $6.72K | 0.00% | +6+2.0% | Added |
| Boyd Watterson Asset Management LLC | 300 | $6.69K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 252 | $5.62K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 195 | $4.35K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 194 | $4.33K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 175 | $3.90K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 162 | $3.61K | 0.00% | +162 | New |
| Advisory Services Network, LLC | 150 | $3.35K | 0.00% | +150 | New |
| Whittier Trust Co | 105 | $2.36K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 69 | $1.54K | 0.00% | +69 | New |
| Russell Investments Group, Ltd. | 61 | $1.36K | 0.00% | +1+1.7% | Added |
| Tower Research Capital LLC (TRC) | 16 | $357 | 0.00% | +16 | New |
| Citigroup Inc | 5 | $112 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2 | $55 | 0.00% | −215−99.1% | Reduced |
| Huntington National Bank | – | $22 | 0.00% | – | – |
| Potrero Capital Research LLC | 0 | $0 | 0.00% | −442,735−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −50,062−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −45,348−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −13,457−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −12,151−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −11,357−100.0% | Sold out |
| MorganRosel Wealth Management, LLC | 0 | $0 | 0.00% | −5,292−100.0% | Sold out |