MORGAN STANLEY

Position in ADX — Adams Diversified Equity Fund, Inc.

CIK 895421 NEW YORK, NY

Back to ADX Full portfolio

Position in ADX

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$25,464,000

-$17,884,870 QoQ

Shares Held

1,163,271

-37.4% QoQ

Ownership

0.949%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 4.7965607326237825.ToString("F0")% Shared 0.ToString("F0")% None 95.20343926737623.ToString("F0")%

Common Shares in ADX Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Mar 31, 2026

MORGAN STANLEY holds $24,819,190,311 across 476 Asset Management names. ADX ranks #141 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	32,494,438	$3,736,535,415
2	BLK	BlackRock, Inc.	3,437,546	$3,305,922,353
3	APO	Apollo Global Management, Inc.	8,829,846	$983,821,436
4	AMP	Ameriprise Financial Inc	2,009,741	$893,128,894
5	KKR	KKR & Co. Inc.	8,473,653	$783,812,898
6	STT	State Street Corp	4,953,857	$626,960,134
7	CG	Carlyle Group Inc.	10,172,445	$492,244,607
8	AMG	Affiliated Managers Group, Inc.	1,732,512	$479,386,064

All Filings in ADX

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$25,464,000	1,163,271	-37.4%	Shares	Defined	2026-05-15
2025-12-31	$43,348,870	1,858,871	-21.4%	Shares	Defined	2026-05-27
2025-09-30	$52,709,527	2,363,656	-8.1%	Shares	Defined	2026-05-27
2025-06-30	$55,825,396	2,571,414	+10.2%	Shares	Defined	2025-08-15
2025-03-31	$44,329,930	2,334,383	-5.5%	Shares	Defined	2025-05-15
2024-12-31	$49,890,786	2,469,841	+34.6%	Shares	Defined	2025-05-15
2024-09-30	$39,574,435	1,835,549	-1.0%	Shares	Defined	2025-05-14
2024-06-30	$39,858,317	1,854,738	-14.3%	Shares	Defined	2025-05-14
2024-03-31	$42,244,284	2,164,154	-22.0%	Shares	Defined	2024-10-17
2023-12-31	$49,145,089	2,774,991	-15.1%	Shares	Defined	2024-08-16
2023-09-30	$54,366,056	3,267,191	-13.2%	Shares	Defined	2023-11-15
2023-06-30	$63,261,776	3,763,342	-6.4%	Shares	Defined	2023-08-14
2023-03-31	$62,553,933	4,022,761	+2.3%	Shares	Defined	2023-05-15
2022-12-31	$57,186,139	3,933,022	-8.0%	Shares	Defined	2023-02-14
2022-09-30	$62,306,039	4,276,324	+5.7%	Shares	Defined	2022-11-14
2022-06-30	$62,067,233	4,046,104	+264.1%	Shares	Defined	2022-10-27
2022-03-31	$20,491,707	1,111,264	-13.5%	Shares	Defined	2022-10-27
2021-12-31	$24,937,772	1,284,790	+16.3%	Shares	Defined	2022-02-14
2021-09-30	$21,864,783	1,104,282	-0.8%	Shares	Defined	2021-11-15
2021-06-30	$22,018,540	1,113,735	-5.2%	Shares	Defined	2021-08-23
2021-03-31	$21,451,519	1,174,782	-6.9%	Shares	Defined	2021-05-17
2020-12-31	$21,817,524	1,261,858	+4.1%	Shares	Defined	2021-02-16
2020-09-30	$19,646,130	1,211,976	-17.1%	Shares	Defined	2020-11-13
2020-06-30	$21,803,504	1,462,341	+6.0%	Shares	Defined	2020-08-14
2020-03-31	$17,368,030	1,379,510	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.