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 |
|---|---|---|---|---|---|
| Mezzasalma Advisors, LLC | 20,307 | $472.1K | 0.11% | +344+1.7% | Added |
| Savvy Advisors, Inc. | 19,992 | $466.2K | 0.02% | +19,992 | New |
| Segment Wealth Management, LLC | 19,383 | $452.0K | 0.03% | +19,383 | New |
| EP Wealth Advisors, LLC | 19,152 | $446.6K | 0.00% | +19,152 | New |
| Allegheny Financial Group LTD | 18,473 | $430.8K | 0.06% | 00.0% | Unchanged |
| XTX Topco Ltd | 18,381 | $428.6K | 0.01% | +18,381 | New |
| Sage Capital Advisors,llc | 17,614 | $410.8K | 0.10% | −37−0.2% | Reduced |
| Pathstone Holdings, LLC | 17,339 | $404.3K | 0.00% | 00.0% | Unchanged |
| Closed-End Fund Advisors, Inc. | 17,308 | $403.6K | 0.24% | +17,308 | New |
| McDonald Partners LLC | 17,079 | $398.3K | 0.13% | 00.0% | Unchanged |
| K2 Principal Fund, L.P. | 16,851 | $393.0K | 0.04% | +331+2.0% | Added |
| Regions Financial Corp | 16,516 | $385.2K | 0.00% | −815−4.7% | Reduced |
| Captrust Financial Advisors | 15,889 | $370.5K | 0.00% | +49+0.3% | Added |
| NewEdge Wealth, LLC | 14,813 | $345.4K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 14,339 | $334.4K | 0.00% | +1,170+8.9% | Added |
| Stratos Wealth Partners, LTD. | 13,839 | $322.7K | 0.00% | +4,116+42.3% | Added |
| Pensionmark Financial Group, LLC | 13,367 | $311.7K | 0.01% | +2,958+28.4% | Added |
| Virtu Financial LLC | 13,277 | $310.0K | 0.01% | +13,277 | New |
| SMH Capital Advisors Inc | 12,989 | $302.9K | 0.62% | −199−1.5% | Reduced |
| Truist Financial Corp | 12,971 | $302.5K | 0.00% | +29+0.2% | Added |
| Kingswood Wealth Advisors, LLC | 12,484 | $291.1K | 0.01% | +1,009+8.8% | Added |
| Financial Consulate, Inc | 12,390 | $288.9K | 0.04% | +148+1.2% | Added |
| Hamrick Investment Counsel, llc | 12,051 | $281.0K | 0.21% | +12,051 | New |
| Founders Capital Management, LLC | 12,046 | $280.9K | 0.04% | +224+1.9% | Added |
| Bank of Montreal | 11,886 | $277.2K | 0.00% | +435+3.8% | Added |
| Creative Planning | 11,691 | $272.6K | 0.00% | +2,385+25.6% | Added |
| Harbour Wealth Management Group, Inc. | 11,559 | $269.6K | 0.21% | +11,559 | New |
| Wiley Bros.-Aintree Capital, LLC | 11,331 | $264.2K | 0.00% | +11,331 | New |
| Abel Hall, LLC | 11,200 | $261.2K | 0.06% | 00.0% | Unchanged |
| CWM, LLC | 11,050 | $258.0K | 0.00% | +7,441+206.2% | Added |
| Brookstone Capital Management | 10,927 | $254.8K | 0.00% | +10,927 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,868 | $253.4K | 0.03% | +889+8.9% | Added |
| Silverlake Wealth Management LLC | 10,821 | $252.3K | 0.06% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 10,416 | $242.9K | 0.01% | +202+2.0% | Added |
| Envestnet Asset Management Inc | 10,415 | $242.9K | 0.00% | −796−7.1% | Reduced |
| Vista Investment Partners II, LLC | 10,394 | $242.4K | 0.10% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 10,333 | $241.0K | 0.05% | +204+2.0% | Added |
| Tiaa Trust, National Association | 10,264 | $239.4K | 0.00% | −559−5.2% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 10,237 | $238.7K | 0.07% | +202+2.0% | Added |
| Bernicke Wealth Management, Ltd. | 10,011 | $233.5K | 0.03% | +10,011 | New |
| CRA Financial Services, LLC | 10,000 | $233.2K | 0.03% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 9,846 | $229.6K | 0.04% | −68,708−87.5% | Reduced |
| Valmark Advisers, Inc. | 9,797 | $228.5K | 0.00% | 00.0% | Unchanged |
| Accredited Investor Services, LLC | 9,478 | $221.0K | 0.15% | −4,570−32.5% | Reduced |
| 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 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 9,277 | $216.3K | 0.20% | +9,277 | New |
| Sequoia Financial Advisors, LLC | 9,143 | $213.2K | 0.00% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 9,103 | $212.3K | 0.01% | +9,103 | New |
| Tradewinds Capital Management, LLC | 8,873 | $206.9K | 0.04% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 8,824 | $205.8K | 0.04% | −2,610−22.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 8,463 | $197.4K | 0.00% | −926−9.9% | Reduced |
| Allworth Financial LP | 8,126 | $189.5K | 0.00% | −2,040−20.1% | Reduced |
| US Bancorp | 7,911 | $184.5K | 0.00% | +271+3.5% | Added |
| Global Retirement Partners, LLC | 7,453 | $173.8K | 0.00% | +7,453 | New |
| Centaurus Financial, Inc. | 5,119 | $119.0K | 0.01% | +5,119 | New |
| Glen Eagle Advisors, LLC | 4,912 | $114.5K | 0.02% | +95+2.0% | Added |
| First Community Trust NA | 4,680 | $109.1K | 0.08% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 4,420 | $103.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,339 | $101.2K | 0.00% | +2,361+119.4% | Added |
| Walsh & Associates, LLC | 3,853 | $89.9K | 0.09% | +3,853 | New |
| Comerica Bank | 3,537 | $82.5K | 0.00% | −887−20.0% | Reduced |
| Scarborough Advisors, LLC | 3,430 | $80.0K | 0.01% | +67+2.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,158 | $73.6K | 0.01% | +3,158 | New |
| LRI Investments, LLC | 3,049 | $71.1K | 0.01% | +60+2.0% | Added |
| Bayban | 2,434 | $56.8K | 0.05% | +2,434 | New |
| Caldwell Trust Co | 1,926 | $44.9K | 0.00% | +1,926 | New |
| Archer Investment Corp | 1,889 | $44.1K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,400 | $32.6K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,364 | $31.8K | 0.00% | −801−37.0% | Reduced |
| Westfuller Advisors, LLC | 1,302 | $30.4K | 0.01% | +26+2.0% | Added |
| Atlantic Union Bankshares Corp | 1,175 | $27.4K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,078 | $25.1K | 0.02% | −423−28.2% | Reduced |
| Atwood & Palmer Inc | 1,057 | $24.6K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,015 | $23.7K | 0.00% | −7,942−88.7% | Reduced |
| Millstone Evans Group, LLC | 997 | $23.3K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 970 | $22.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 783 | $18.3K | 0.00% | +14+1.8% | Added |
| Bangor Savings Bank | 633 | $14.8K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 620 | $14.5K | 0.00% | +620 | New |
| Sound Income Strategies, LLC | 615 | $14.2K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 500 | $11.7K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 436 | $10.2K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 430 | $10.0K | 0.00% | +430 | New |
| Larson Financial Group LLC | 352 | $8.21K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 324 | $7.56K | 0.00% | +162+100.0% | Added |
| Hilltop National Bank | 317 | $7.39K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 313 | $7.30K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 308 | $7.17K | 0.00% | +7+2.3% | Added |
| Boyd Watterson Asset Management LLC | 300 | $7.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 259 | $6.04K | 0.00% | −55−17.5% | Reduced |
| Cherry Tree Wealth Management, LLC | 252 | $5.88K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 194 | $4.52K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 175 | $4.08K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 105 | $2.46K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 62 | $1.45K | 0.00% | +1+1.6% | Added |
| Tower Research Capital LLC (TRC) | 20 | $466 | 0.00% | +4+25.0% | Added |
| Citigroup Inc | 5 | $117 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 4 | $93 | 0.00% | +4 | New |
| Creative Financial Designs Inc | 2 | $58 | 0.00% | 00.0% | Unchanged |