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.

Q2 2026 vs. Q1 2026

How the institutions holding Adams Diversified Equity Fund, Inc. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026 All holders in Q1 2026

13F holders of ADX: Q1 2026 compared with Q2 2026
Measure	Q1 2026	Of which not filed for Q2 2026	Q2 2026	Change
Holders	202	3	217	+18
Shares	20.8M	32.6K	20.6M	−197.5K (−0.9%)
Value	$456.9M	$712.7K	$527.8M	+$71.6M (+15.7%)

3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (34)

Institutions that held Adams Diversified Equity Fund, Inc. at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to ADX in Q2 2026
Institution	Shares	Value	% of portfolio
MAI Capital Management	221,469	$5.66M	0.02%
Atlas Wealth LLC	82,341	$2.10M	0.30%
Peak Asset Management, LLC	32,200	$822.7K	0.12%
Navis Wealth Advisors, LLC	30,945	$790.6K	0.30%
J.W. Cole Advisors, Inc.	24,298	$620.8K	0.01%
Prevail Innovative Wealth Advisors, LLC	22,448	$573.5K	0.09%
AQR Capital Management LLC	21,764	$556.1K	0.00%
Retirement Planning Group, LLC	20,305	$518.8K	0.28%
Intrua Financial, LLC	16,984	$433.9K	0.04%
MSH Capital Advisors LLC	12,942	$330.7K	0.06%
Citadel Advisors LLC	11,981	$306.1K	0.00%
Bessemer Group Inc	11,530	$295.0K	0.00%
Blue Chip Partners, Inc.	10,744	$274.5K	0.02%
Post Resch Tallon Group Inc.	9,921	$253.5K	0.18%
Dana Investment Advisors, Inc.	9,156	$233.9K	0.01%
Modern Wealth Management, LLC	8,340	$213.1K	0.00%
Confluence Wealth Services, Inc.	8,333	$212.9K	0.01%
Hudock, Inc.	8,101	$207.0K	0.03%
Strategic Family Wealth Counselors, L.L.C.	8,091	$206.7K	0.05%
Lakeridge Wealth Management LLC	8,003	$204.5K	0.08%
Kingsview Wealth Management, LLC	7,899	$201.8K	0.00%
Buck Wealth Strategies, LLC	3,036	$77.6K	0.01%
Security National Bank of So Dak	2,687	$68.7K	0.03%
JPL Wealth Management, LLC	1,472	$37.6K	0.01%
Hager Investment Management Services, LLC	1,445	$36.9K	0.02%
Signaturefd, LLC	1,440	$36.8K	0.00%
Trust Co of Vermont	1,203	$30.7K	0.00%
Institute for Wealth Management, LLC.	1,119	$28.6K	0.00%
SRS Capital Advisors, Inc.	970	$24.8K	0.00%
Napier Financial, LLC	669	$17.1K	0.00%
Basepoint Wealth LLC	367	$9.38K	0.01%
Spectrum Wealth Advisory Group, LLC	253	$6.48K	0.00%
Maryland Capital Advisors Inc.	175	$4.47K	0.00%
Global Retirement Partners, LLC	20	$511	0.00%

Sold out (16)

Institutions that held Adams Diversified Equity Fund, Inc. at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of ADX in Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
Allspring Global Investments Holdings, LLC	382,304	$8.37M
Millennium Management LLC	27,980	$612.5K
Jane Street Group, LLC	26,898	$588.8K
Susquehanna International Group, LLP	16,315	$357.1K
Exchange Traded Concepts, LLC	12,889	$282.1K
Twin Focus Capital Partners, LLC	12,705	$278.1K
Horizon Investments, LLC	12,889	$276.6K
Independent Advisor Alliance	10,848	$237.5K
Virtu Financial LLC	10,293	$225.0K
Resources Management Corp	4,046	$89.0K
Scarborough Advisors, LLC	3,500	$76.6K
Pinnacle Wealth Planning Services, Inc.	1,026	$22.5K
Advisory Services Network, LLC	1,015	$22.2K
Sound Income Strategies, LLC	695	$15.6K
Root Financial Partners, LLC	81	$1.77K
Tower Research Capital LLC (TRC)	12	$263

Not filed for Q2 2026 yet (3)

Institutions that held Adams Diversified Equity Fund, Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ADX in Q1 2026 that haven't filed for Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
Sterling Manor Financial, LLC	12,598	$275.8K
CWM, LLC	12,162	$266.2K
Sunbelt Securities, Inc.	7,800	$170.7K