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.

Q4 2025 vs. Q3 2025

How the institutions holding Adams Diversified Equity Fund, Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025 All holders in Q3 2025

13F holders of ADX: Q3 2025 compared with Q4 2025
Measure	Q3 2025	Of which not filed for Q4 2025	Q4 2025	Change
Holders	193	2	204	+13
Shares	23.4M	13.9K	21.6M	−1.73M (−7.4%)
Value	$519.7M	$309.3K	$504.7M	−$14.6M (−2.8%)

2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (29)

Institutions that held Adams Diversified Equity Fund, Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to ADX in Q4 2025
Institution	Shares	Value	% of portfolio
Evolve Private Wealth, LLC	82,802	$1.93M	0.11%
Advisory Advocates, LLC	55,420	$1.29M	1.29%
Invesco Ltd.	39,313	$916.8K	0.00%
Kovack Advisors, Inc.	30,406	$709.1K	0.03%
Savvy Advisors, Inc.	19,992	$466.2K	0.02%
Segment Wealth Management, LLC	19,383	$452.0K	0.03%
EP Wealth Advisors, LLC	19,152	$446.6K	0.00%
XTX Topco Ltd	18,381	$428.6K	0.01%
Closed-End Fund Advisors, Inc.	17,308	$403.6K	0.24%
Virtu Financial LLC	13,277	$310.0K	0.01%
Hamrick Investment Counsel, llc	12,051	$281.0K	0.21%
Harbour Wealth Management Group, Inc.	11,559	$269.6K	0.21%
Wiley Bros.-Aintree Capital, LLC	11,331	$264.2K	0.00%
Brookstone Capital Management	10,927	$254.8K	0.00%
Bernicke Wealth Management, Ltd.	10,011	$233.5K	0.03%
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies	9,277	$216.3K	0.20%
Dana Investment Advisors, Inc.	9,103	$212.3K	0.01%
Global Retirement Partners, LLC	7,453	$173.8K	0.00%
Centaurus Financial, Inc.	5,119	$119.0K	0.01%
Walsh & Associates, LLC	3,853	$89.9K	0.09%
Pinnacle Wealth Planning Services, Inc.	3,158	$73.6K	0.01%
Bayban	2,434	$56.8K	0.05%
Caldwell Trust Co	1,926	$44.9K	0.00%
Dunhill Financial, LLC	620	$14.5K	0.00%
Central Trust Co	430	$10.0K	0.00%
Wealth Watch Advisors, INC	4	$93	0.00%
DV Trading LLC	2	$47	0.00%
Essential Partners LLC	2	$47	0.00%
Estate Planners Group, LLC	0	$7	0.00%

Sold out (16)

Institutions that held Adams Diversified Equity Fund, Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of ADX in Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Saba Capital Management, L.P.	1,339,238	$29.9M
Consolidated Portfolio Review Corp	153,564	$3.42M
Oppenheimer & Co Inc	36,875	$822.3K
Readystate Asset Management LP	32,106	$716.0K
Kovitz Investment Group Partners, LLC	27,082	$603.9K
StoneX Group Inc.	24,059	$536.5K
Balyasny Asset Management LLC	23,702	$528.6K
Walleye Capital LLC	22,348	$498.4K
Wolverine Asset Management LLC	12,883	$287.3K
Heritage Wealth Management, Inc.	9,659	$215.4K
Highline Wealth Partners LLC	550	$12.3K
Mather Group, LLC.	532	$11.9K
Geneos Wealth Management Inc.	349	$7.78K
Evelyn Partners Investment Management Services Ltd	195	$4.35K
Advisory Services Network, LLC	150	$3.35K
Newbridge Financial Services Group, Inc.	69	$1.54K

Not filed for Q4 2025 yet (2)

Institutions that held Adams Diversified Equity Fund, Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ADX in Q3 2025 that haven't filed for Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Wetherby Asset Management Inc	13,203	$294.4K
Kathleen S. Wright Associates Inc.	665	$14.8K