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 |
|---|---|---|---|---|---|
| Cohen & Steers, Inc. | 1,086,635 | $25.3M | 0.05% | −58,000−5.1% | Reduced |
| Raymond James Financial Inc | 1,345,588 | $31.4M | 0.01% | +39,514+3.0% | Added |
| Morgan Stanley | 1,858,871 | $43.3M | 0.00% | −504,785−21.4% | Reduced |
| Lazard Asset Management LLC | 3,589,875 | $83.7M | 0.14% | +77,993+2.2% | Added |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −1,339,238−100.0% | Sold out |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −153,564−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −36,875−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −32,106−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −27,082−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −24,059−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −23,702−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −22,348−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −12,883−100.0% | Sold out |
| Heritage Wealth Management, Inc. | 0 | $0 | 0.00% | −9,659−100.0% | Sold out |
| Highline Wealth Partners LLC | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −532−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −349−100.0% | Sold out |
| Evelyn Partners Investment Management Services Ltd | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Kathleen S. Wright Associates Inc. | – | – | – | – | Not filed |