ADX

Adams Diversified Equity Fund, Inc
$22.62-0.41 (-1.78%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Shares Held

3.5898751086635985e+282B

Total Value

$8.300025340230333e+201T

% of Float

Price History

$17.11$18.75$20.40$22.05$23.69Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LAZARD ASSET MANAGEMENT LLC3,589,875$83.0M0.14%Share
2COHEN & STEERS, INC.1,086,635$25.3M0.05%Share
3Bensler, LLC987,718$23.0M2.31%Share
4BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC924,285$21.6M3.16%Share
5ROYAL BANK OF CANADA931,845$21.0M0.00%Share
6RAYMOND JAMES FINANCIAL INC904,403$21.0M0.01%Share
7MORGAN STANLEY893,516$20.0M0.00%Share
8MORGAN STANLEY819,553$19.0M0.00%Share
91607 Capital Partners, LLC508,536$11.9M0.81%Share
10WEALTH ENHANCEMENT ADVISORY SERVICES, LLC430,951$10.1M0.01%Share
11LPL Financial LLC432,561$10.0M0.00%Share
12Allspring Global Investments Holdings, LLC400,716$9.3M0.02%Share
13RAYMOND JAMES FINANCIAL INC419,105$9.0M0.00%Share
14Advisors Asset Management, Inc.387,161$9.0M0.15%Share
15STIFEL FINANCIAL CORP403,432$9.0M0.01%Share
16Waterfront Wealth Inc.385,316$9.0M1.70%Share
17Penserra Capital Management LLC325,215$7.0M0.08%Share
18GatePass Capital, LLC298,780$7.0M3.59%Share
19Hennion & Walsh Asset Management, Inc.288,014$6.7M0.23%Share
20INTREPID FAMILY OFFICE LLC267,262$6.2M5.37%Share
21BANK OF AMERICA CORP /DE/223,164$5.0M0.00%Share
22ARQ WEALTH ADVISORS, LLC208,810$4.9M1.31%Share
23RB Capital Management, LLC208,462$4.9M0.97%Share
24Uncommon Cents Investing LLC185,011$4.3M1.04%Share
25FCA CORP /TX175,330$4.1M1.15%Share
26WELLS FARGO & COMPANY/MN175,161$4.0M0.00%Share
27Kestra Advisory Services, LLC197,227$4.0M0.02%Share
28OSAIC HOLDINGS, INC.179,230$4.0M0.01%Share
29UMB Bank, n.a.213,801$4.0M0.05%Share
30Shaker Financial Services, LLC164,389$3.8M1.22%Share
31D.A. DAVIDSON & CO.131,032$3.1M0.02%Share
32ROBERTS GLORE & CO INC /IL/144,674$3.0M0.80%Share
33Cetera Investment Advisers150,522$3.0M0.00%Share
34MORGAN STANLEY145,800$3.0M0.00%Share
35GENERAL AMERICAN INVESTORS CO INC131,124$3.0M0.17%Share
36DELTA CAPITAL MANAGEMENT LLC105,466$2.5M1.38%Share
37Stolper Co100,835$2.4M0.69%Share
38Providence Wealth Advisors, LLC98,953$2.3M1.45%Share
39JONES FINANCIAL COMPANIES LLLP120,905$2.0M0.00%Share
40Integrated Wealth Concepts LLC123,048$2.0M0.02%Share
41Focus Partners Wealth97,602$2.0M0.00%Share
42AMERIPRISE FINANCIAL INC115,679$2.0M0.00%Share
43PMG Family Office LLC79,675$1.9M2.15%Share
44Westbourne Investment Advisors, Inc.74,200$1.7M0.48%Share
45UBS Group AG68,089$1.6M0.00%Share
46Concurrent Investment Advisors, LLC67,117$1.6M0.02%Share
47Corient Private Wealth LLC64,232$1.5M0.00%Share
48Diversified Trust Co64,058$1.5M0.03%Share
49MEANS INVESTMENT CO., INC.62,535$1.5M0.12%Share
50Koshinski Asset Management, Inc.58,527$1.4M0.09%Share