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, Q4 2025
Institutional positions in Adams Diversified Equity Fund, Inc. as of Dec 31, 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
- 204
- +13 vs. Q3 2025
- Shares held
- 21.6M
- −1.73M (−7.4%) vs. Q3 2025
- Total value
- $504.7M
- −$14.6M (−2.8%) vs. Q3 2025
- New holders
- 29
- 78 more added
- Sold out
- 16
- 49 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Adams Diversified Equity Fund, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Estate Planners Group, LLC | 0 | $7 | 0.00% | 0 | New |
| Huntington National Bank | – | $23 | 0.00% | – | – |
| DV Trading LLC | 2 | $47 | 0.00% | +2 | New |
| Essential Partners LLC | 2 | $47 | 0.00% | +2 | New |
| Creative Financial Designs Inc | 2 | $58 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 4 | $93 | 0.00% | +4 | New |
| Citigroup Inc | 5 | $117 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 20 | $466 | 0.00% | +4+25.0% | Added |
| Russell Investments Group, Ltd. | 62 | $1.45K | 0.00% | +1+1.6% | Added |
| Whittier Trust Co | 105 | $2.46K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 175 | $4.08K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 194 | $4.52K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 252 | $5.88K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 259 | $6.04K | 0.00% | −55−17.5% | Reduced |
| Boyd Watterson Asset Management LLC | 300 | $7.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 308 | $7.17K | 0.00% | +7+2.3% | Added |
| Rocky Mountain Advisers, LLC | 313 | $7.30K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 317 | $7.39K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 324 | $7.56K | 0.00% | +162+100.0% | Added |
| Larson Financial Group LLC | 352 | $8.21K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 430 | $10.0K | 0.00% | +430 | New |
| Assetmark, Inc | 436 | $10.2K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 500 | $11.7K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 615 | $14.2K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 620 | $14.5K | 0.00% | +620 | New |
| Bangor Savings Bank | 633 | $14.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 783 | $18.3K | 0.00% | +14+1.8% | Added |
| SRS Capital Advisors, Inc. | 970 | $22.6K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 997 | $23.3K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,015 | $23.7K | 0.00% | −7,942−88.7% | Reduced |
| Atwood & Palmer Inc | 1,057 | $24.6K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,078 | $25.1K | 0.02% | −423−28.2% | Reduced |
| Atlantic Union Bankshares Corp | 1,175 | $27.4K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 1,302 | $30.4K | 0.01% | +26+2.0% | Added |
| Rothschild Investment LLC | 1,364 | $31.8K | 0.00% | −801−37.0% | Reduced |
| Farther Finance Advisors, LLC | 1,400 | $32.6K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 1,889 | $44.1K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,926 | $44.9K | 0.00% | +1,926 | New |
| Bayban | 2,434 | $56.8K | 0.05% | +2,434 | New |
| LRI Investments, LLC | 3,049 | $71.1K | 0.01% | +60+2.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,158 | $73.6K | 0.01% | +3,158 | New |
| Scarborough Advisors, LLC | 3,430 | $80.0K | 0.01% | +67+2.0% | Added |
| Comerica Bank | 3,537 | $82.5K | 0.00% | −887−20.0% | Reduced |
| Walsh & Associates, LLC | 3,853 | $89.9K | 0.09% | +3,853 | New |
| IFP Advisors, Inc | 4,339 | $101.2K | 0.00% | +2,361+119.4% | Added |
| First Command Advisory Services, Inc. | 4,420 | $103.1K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 4,680 | $109.1K | 0.08% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 4,912 | $114.5K | 0.02% | +95+2.0% | Added |
| Centaurus Financial, Inc. | 5,119 | $119.0K | 0.01% | +5,119 | New |
| Global Retirement Partners, LLC | 7,453 | $173.8K | 0.00% | +7,453 | New |
| US Bancorp | 7,911 | $184.5K | 0.00% | +271+3.5% | Added |
| Allworth Financial LP | 8,126 | $189.5K | 0.00% | −2,040−20.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 8,463 | $197.4K | 0.00% | −926−9.9% | Reduced |
| MSH Capital Advisors LLC | 8,824 | $205.8K | 0.04% | −2,610−22.8% | Reduced |
| Tradewinds Capital Management, LLC | 8,873 | $206.9K | 0.04% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 9,103 | $212.3K | 0.01% | +9,103 | New |
| Sequoia Financial Advisors, LLC | 9,143 | $213.2K | 0.00% | 00.0% | Unchanged |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 9,277 | $216.3K | 0.20% | +9,277 | New |
| KC Investment Advisors, LLC | 9,392 | $219.0K | 0.05% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 9,392 | $219.0K | 0.04% | 00.0% | Unchanged |
| Accredited Investor Services, LLC | 9,478 | $221.0K | 0.15% | −4,570−32.5% | Reduced |
| Valmark Advisers, Inc. | 9,797 | $228.5K | 0.00% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 9,846 | $229.6K | 0.04% | −68,708−87.5% | Reduced |
| CRA Financial Services, LLC | 10,000 | $233.2K | 0.03% | 00.0% | Unchanged |
| Bernicke Wealth Management, Ltd. | 10,011 | $233.5K | 0.03% | +10,011 | New |
| Benchmark Financial Wealth Advisors, LLC | 10,237 | $238.7K | 0.07% | +202+2.0% | Added |
| Tiaa Trust, National Association | 10,264 | $239.4K | 0.00% | −559−5.2% | Reduced |
| Vantage Financial Partners, LLC | 10,333 | $241.0K | 0.05% | +204+2.0% | Added |
| Vista Investment Partners II, LLC | 10,394 | $242.4K | 0.10% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 10,415 | $242.9K | 0.00% | −796−7.1% | Reduced |
| Snowden Capital Advisors LLC | 10,416 | $242.9K | 0.01% | +202+2.0% | Added |
| Silverlake Wealth Management LLC | 10,821 | $252.3K | 0.06% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,868 | $253.4K | 0.03% | +889+8.9% | Added |
| Brookstone Capital Management | 10,927 | $254.8K | 0.00% | +10,927 | New |
| CWM, LLC | 11,050 | $258.0K | 0.00% | +7,441+206.2% | Added |
| Abel Hall, LLC | 11,200 | $261.2K | 0.06% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 11,331 | $264.2K | 0.00% | +11,331 | New |
| Harbour Wealth Management Group, Inc. | 11,559 | $269.6K | 0.21% | +11,559 | New |
| Creative Planning | 11,691 | $272.6K | 0.00% | +2,385+25.6% | Added |
| Bank of Montreal | 11,886 | $277.2K | 0.00% | +435+3.8% | Added |
| Founders Capital Management, LLC | 12,046 | $280.9K | 0.04% | +224+1.9% | Added |
| Hamrick Investment Counsel, llc | 12,051 | $281.0K | 0.21% | +12,051 | New |
| Financial Consulate, Inc | 12,390 | $288.9K | 0.04% | +148+1.2% | Added |
| Kingswood Wealth Advisors, LLC | 12,484 | $291.1K | 0.01% | +1,009+8.8% | Added |
| Truist Financial Corp | 12,971 | $302.5K | 0.00% | +29+0.2% | Added |
| SMH Capital Advisors Inc | 12,989 | $302.9K | 0.62% | −199−1.5% | Reduced |
| Virtu Financial LLC | 13,277 | $310.0K | 0.01% | +13,277 | New |
| Pensionmark Financial Group, LLC | 13,367 | $311.7K | 0.01% | +2,958+28.4% | Added |
| Stratos Wealth Partners, LTD. | 13,839 | $322.7K | 0.00% | +4,116+42.3% | Added |
| JPMorgan Chase & Co | 14,339 | $334.4K | 0.00% | +1,170+8.9% | Added |
| NewEdge Wealth, LLC | 14,813 | $345.4K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 15,889 | $370.5K | 0.00% | +49+0.3% | Added |
| Regions Financial Corp | 16,516 | $385.2K | 0.00% | −815−4.7% | Reduced |
| K2 Principal Fund, L.P. | 16,851 | $393.0K | 0.04% | +331+2.0% | Added |
| McDonald Partners LLC | 17,079 | $398.3K | 0.13% | 00.0% | Unchanged |
| Closed-End Fund Advisors, Inc. | 17,308 | $403.6K | 0.24% | +17,308 | New |
| Pathstone Holdings, LLC | 17,339 | $404.3K | 0.00% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 17,614 | $410.8K | 0.10% | −37−0.2% | Reduced |
| XTX Topco Ltd | 18,381 | $428.6K | 0.01% | +18,381 | New |
| Allegheny Financial Group LTD | 18,473 | $430.8K | 0.06% | 00.0% | Unchanged |