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.
Q1 2026 vs. Q4 2025
How the institutions holding Adams Diversified Equity Fund, Inc. changed between Q4 2025 and Q1 2026.
All holders in Q1 2026All holders in Q4 2025
| Measure | Q4 2025 | Of which not filed for Q1 2026 | Q1 2026 | Change |
|---|---|---|---|---|
| Holders | 204 | 5 | 202 | +3 |
| Shares | 21.6M | 22.5K | 20.8M | −747.7K (−3.5%) |
| Value | $504.7M | $525.0K | $456.9M | −$47.3M (−9.4%) |
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (21)
Institutions that held Adams Diversified Equity Fund, Inc. at the end of Q1 2026 but not at the end of Q4 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Wealthspire Advisors, LLC | 51,221 | $1.12M | 0.01% |
| Oppenheimer & Co Inc | 42,079 | $921.1K | 0.01% |
| Samalin Investment Counsel, LLC | 36,054 | $789.2K | 0.28% |
| LexAurum Advisors, LLC | 29,687 | $649.8K | 0.08% |
| Millennium Management LLC | 27,980 | $612.5K | 0.00% |
| Susquehanna International Group, LLP | 16,315 | $357.1K | 0.00% |
| Tiaa-Cref Individual & Institutional Services, LLC | 16,255 | $355.8K | 0.00% |
| Exchange Traded Concepts, LLC | 12,889 | $282.1K | 0.00% |
| Horizon Investments, LLC | 12,889 | $276.6K | 0.00% |
| StoneX Group Inc. | 12,604 | $275.9K | 0.01% |
| Sterling Manor Financial, LLC | 12,598 | $275.8K | 0.17% |
| Equitable Holdings, Inc. | 10,893 | $254.0K | 0.00% |
| WSFS Capital Management, LLC | 11,052 | $241.9K | 0.01% |
| Independent Advisor Alliance | 10,848 | $237.5K | 0.00% |
| Sunbelt Securities, Inc. | 7,800 | $170.7K | 0.01% |
| Resources Management Corp | 4,046 | $89.0K | 0.01% |
| Advisory Services Network, LLC | 1,015 | $22.2K | 0.00% |
| UBS Asset Management Americas Inc | 544 | $11.9K | 0.00% |
| Mather Group, LLC. | 532 | $11.6K | 0.00% |
| BlackRock, Inc. | 197 | $4.31K | 0.00% |
| Root Financial Partners, LLC | 81 | $1.77K | 0.00% |
Sold out (18)
Institutions that held Adams Diversified Equity Fund, Inc. at the end of Q4 2025 and filed for Q1 2026 without it.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| Penserra Capital Management LLC | 325,215 | $7.58M |
| Shaker Financial Services, LLC | 164,389 | $3.83M |
| J.W. Cole Advisors, Inc. | 33,704 | $786.0K |
| Segment Wealth Management, LLC | 19,383 | $452.0K |
| Tiaa Trust, National Association | 10,264 | $239.4K |
| Prevail Innovative Wealth Advisors, LLC | 9,846 | $229.6K |
| Accredited Investor Services, LLC | 9,478 | $221.0K |
| Dana Investment Advisors, Inc. | 9,103 | $212.3K |
| MSH Capital Advisors LLC | 8,824 | $205.8K |
| Centaurus Financial, Inc. | 5,119 | $119.0K |
| SRS Capital Advisors, Inc. | 970 | $22.6K |
| Central Trust Co | 430 | $10.0K |
| Boyd Watterson Asset Management LLC | 300 | $7.00K |
| Cherry Tree Wealth Management, LLC | 252 | $5.88K |
| Wealth Watch Advisors, INC | 4 | $93 |
| DV Trading LLC | 2 | $47 |
| Essential Partners LLC | 2 | $47 |
| Estate Planners Group, LLC | 0 | $7 |
Not filed for Q1 2026 yet (5)
Institutions that held Adams Diversified Equity Fund, Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| Vantage Financial Partners, LLC | 10,333 | $241.0K |
| Global Retirement Partners, LLC | 7,453 | $173.8K |
| Comerica Bank | 3,537 | $82.5K |
| CIBC Private Wealth Group, LLC | 1,015 | $23.7K |
| Maryland Capital Advisors Inc. | 175 | $4.08K |