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Equibles

ADX

Adams Diversified Equity Fund, Inc.

Company with tickers: ADX

CIK
2230
CUSIP
006212104
Shares Outstanding
122,523,888
13F Activity (30d)
95 filings 89 filers

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 201
Total Value: $455,824,312
Total Shares: 20,823,409
Showing 1–100 of 201 holdings by value · page 1 of 3

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 201 13F filers · Δ vs Dec 31, 2025
Top Holder
17.1%
Jun 2023 → Mar 2026 · range 14.2% – 28.3%
+0.5 pts
Top 5
39.4%
Jun 2023 → Mar 2026 · range 39.4% – 55.6%
−1.6 pts
Top 10
54.2%
Jun 2023 → Mar 2026 · range 54.2% – 71.7%
−1.8 pts
HHI
507
Jun 2023 → Mar 2026 · range 506 – 1,100
Broadly held −14

Quarterly Activity

vs Dec 31, 2025
New
22
Increased
88
Decreased
50
Sold Out
24
Unchanged
41
Holder count: -2
Institutional value: -9.6%
Shares held: -3.7%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega AMERIPRISE FINANCIAL INC +201,551 317,230
Micro Walsh & Associates, LLC +75,938 79,791
Mega WELLS FARGO & COMPANY/MN +70,701 291,421
Small Bensler, LLC +67,249 1,054,967
Large Steward Partners Investment Advisory, LLC +44,806 53,269

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega MORGAN STANLEY −695,600 1,163,271
Small 1607 Capital Partners, LLC −192,608 315,928
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC −159,493 271,458
Mega RAYMOND JAMES FINANCIAL INC −52,636 1,292,952
Mega LPL Financial LLC −45,469 387,092

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mid Wealthspire Advisors, LLC 51,221 $1,121,227
Mid OPPENHEIMER & CO INC 42,079 $921,109
Small Samalin Investment Counsel, LLC 36,054 $789,222
Small LexAurum Advisors, LLC 29,687 $649,848
Mega MILLENNIUM MANAGEMENT LLC 27,980 $612,482

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mid Penserra Capital Management LLC 325,215 $7,584,013
Small Shaker Financial Services, LLC 164,389 $3,833,551
Mid J.W. COLE ADVISORS, INC. 33,704 $785,977
Small Farmers National Bank 27,234 $635,096
Mid Segment Wealth Management, LLC 19,383 $452,011
Filter: New 22 Increased 88 Reduced 50 Sold out 24 Unchanged 41
Showing 100 of 201
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Large LAZARD ASSET MANAGEMENT LLC $78,093,800 17.13% 3,567,556
Mega RAYMOND JAMES FINANCIAL INC $28,302,718 6.21% 1,292,952
Mega MORGAN STANLEY $25,464,000 5.59% 1,163,271
Large COHEN & STEERS, INC. $24,552,590 5.39% 1,121,635
Small Bensler, LLC $23,093,227 5.07% 1,054,967
Mega ROYAL BANK OF CANADA Bank $21,459,312 4.71% 980,325
Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $19,573,928 4.29% 894,195
Large STIFEL FINANCIAL CORP $9,139,994 2.01% 417,542
Mid Advisors Asset Management, Inc. $8,732,577 1.92% 398,930
Mega LPL Financial LLC $8,473,443 1.86% 387,092
Large Allspring Global Investments Holdings, LLC $8,368,634 1.84% 382,304
Small Waterfront Wealth Inc. $8,311,479 1.82% 379,693
Mega AMERIPRISE FINANCIAL INC $6,944,164 1.52% 317,230
Small 1607 Capital Partners, LLC $6,915,663 1.52% 315,928
Mid Hennion & Walsh Asset Management, Inc. $6,593,180 1.45% 301,196
Mega WELLS FARGO & COMPANY/MN $6,379,204 1.40% 291,421
Small GatePass Capital, LLC $6,325,443 1.39% 288,965
Mega BANK OF AMERICA CORP /DE/ Bank $6,216,561 1.36% 283,991
Micro INTREPID FAMILY OFFICE LLC Family Office $5,975,970 1.31% 273,000
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $5,942,215 1.30% 271,458
Small ARQ WEALTH ADVISORS, LLC $4,928,642 1.08% 225,155
Mid UMB Bank, n.a. $4,555,506 1.00% 208,109
Small RB Capital Management, LLC $4,532,893 0.99% 207,076
Large Kestra Advisory Services, LLC $4,421,780 0.97% 202,000
Large OSAIC HOLDINGS, INC. $4,332,183 0.95% 197,907
Small FCA CORP /TX $4,030,780 0.88% 184,138
Small Uncommon Cents Investing LLC $3,981,900 0.87% 181,905
Large JONES FINANCIAL COMPANIES LLLP $3,525,384 0.77% 161,050
Small ROBERTS GLORE & CO INC /IL/ $3,454,745 0.76% 157,823
Large Cetera Investment Advisers $3,212,663 0.70% 146,764
Mid D.A. DAVIDSON & CO. $3,191,562 0.70% 145,800
Mid INDEPENDENT FINANCIAL GROUP, LLC $3,179,807 0.70% 145,263
Mid GENERAL AMERICAN INVESTORS CO INC $2,870,304 0.63% 131,124
Mid Integrated Wealth Concepts LLC $2,648,295 0.58% 120,982
Mega UBS Group AG $2,425,673 0.53% 110,812
Small DELTA CAPITAL MANAGEMENT LLC $2,308,650 0.51% 105,466
Large Focus Partners Wealth $2,279,996 0.50% 104,157
Small Stolper Co $2,269,445 0.50% 103,675
Small Providence Wealth Advisors, LLC $2,166,081 0.48% 98,953
Small Westbourne Investment Advisors, Inc. $1,825,626 0.40% 83,400
Micro PMG Family Office LLC Family Office $1,823,699 0.40% 83,312
Mid EVOLVE PRIVATE WEALTH, LLC $1,804,020 0.40% 82,413
Micro Walsh & Associates, LLC $1,746,624 0.38% 79,791
Mid Concurrent Investment Advisors, LLC $1,694,745 0.37% 77,421
Micro Advisory Advocates, LLC $1,685,924 0.37% 77,018
Mid Waverly Advisors, LLC $1,602,326 0.35% 73,199
Large COMMONWEALTH EQUITY SERVICES, LLC $1,596,787 0.35% 72,946
Mid Diversified Trust Co Bank $1,430,533 0.31% 65,351
Large HighTower Advisors, LLC $1,406,914 0.31% 64,272
Small MEANS INVESTMENT CO., INC. $1,368,891 0.30% 62,535
Small Koshinski Asset Management, Inc. $1,336,121 0.29% 61,038
Large MERCER GLOBAL ADVISORS INC /ADV $1,277,741 0.28% 58,371
Large Janney Montgomery Scott LLC $1,213,165 0.27% 55,421
Mid Ancora Advisors LLC $1,179,783 0.26% 53,896
Large Steward Partners Investment Advisory, LLC $1,166,058 0.26% 53,269
Large GUGGENHEIM CAPITAL LLC $1,165,357 0.26% 53,237
Mid Savant Capital, LLC $1,152,267 0.25% 52,639
Mid Wealthspire Advisors, LLC $1,121,227 0.25% 51,221
Mega Invesco Ltd. $1,052,208 0.23% 48,068
Large Lido Advisors, LLC $1,042,861 0.23% 47,641
Mid Capital Investment Advisors, LLC $1,042,533 0.23% 47,626
Mega JPMORGAN CHASE & CO $1,030,558 0.23% 47,079
Micro WEST BANCORPORATION INC Bank $1,026,422 0.23% 46,890
Mid MassMutual Private Wealth & Trust, FSB $965,195 0.21% 44,093
Mid Midwest Trust Co Bank $965,195 0.21% 44,093
Small Capstone Financial Advisors, Inc. $940,766 0.21% 42,977
Mid OPPENHEIMER & CO INC $921,109 0.20% 42,079
Large Mariner, LLC $889,849 0.20% 40,651
Small Avior Wealth Management, LLC $859,467 0.19% 39,263
Micro Concorde Asset Management, LLC $851,455 0.19% 38,897
Small RFG - Bristol Wealth Advisors, LLC $843,027 0.18% 38,512
Large Creative Planning $825,603 0.18% 37,716
Large FIFTH THIRD BANCORP Bank $808,944 0.18% 36,955
Mid Merit Financial Group, LLC $795,723 0.17% 36,351
Small Samalin Investment Counsel, LLC $789,222 0.17% 36,054
Mid XTX Topco Ltd $778,627 0.17% 35,570
Large Cambridge Investment Research Advisors, Inc. $751,746 0.16% 34,342
Mid UHLMANN PRICE SECURITIES, LLC Broker-Dealer $748,528 0.16% 34,195
Micro Prostatis Group LLC $745,048 0.16% 34,036
Large NewEdge Advisors, LLC $740,122 0.16% 33,811
Small Joel Isaacson & Co., LLC $733,074 0.16% 33,489
Large MML INVESTORS SERVICES, LLC $730,359 0.16% 33,365
Large Cerity Partners LLC $704,048 0.15% 32,163
Mid Kovack Advisors, Inc. $662,544 0.15% 30,267
Small LexAurum Advisors, LLC $649,848 0.14% 29,687
Mid KESTRA PRIVATE WEALTH SERVICES, LLC $627,301 0.14% 28,657
Small Quad-Cities Investment Group, LLC $623,602 0.14% 28,488
Mid Turtle Creek Wealth Advisors, LLC $615,240 0.13% 28,106
Mega MILLENNIUM MANAGEMENT LLC $612,482 0.13% 27,980
Mid Blue Trust, Inc. $611,584 0.13% 27,939
Mega JANE STREET GROUP, LLC $588,796 0.13% 26,898
Large Corient Private Wealth LLC $574,612 0.13% 26,250
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $562,967 0.12% 25,718
Mid LEE DANNER & BASS INC $547,250 0.12% 25,000
Mid HARBOUR INVESTMENTS, INC. $512,488 0.11% 23,412
Small Uniting Wealth Partners, LLC $498,128 0.11% 22,756
Mid World Investment Advisors $494,779 0.11% 22,603
Mid Savvy Advisors, Inc. $483,856 0.11% 22,104
Large KING LUTHER CAPITAL MANAGEMENT CORP $480,748 0.11% 21,962
Micro Cannon Advisors, Inc. $479,062 0.11% 21,885

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