Who owns Adams Diversified Equity Fund, Inc.?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of ADX from SEC Form 13F filings across 217 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 217 institutions disclosed 20.6M shares of Adams Diversified Equity Fund, Inc. worth $527.8M — about 16.5% of shares outstanding; the largest disclosed holder is LAZARD ASSET MANAGEMENT LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
217
13F holders
$527.8M
value, 2026 filers
16.5%
of shares outstanding (20.6M sh)
37
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of ADX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LAZARD ASSET MANAGEMENT LLC | 3.2M | $82.0M | 0.1% | 2.6% | -10.1% |
| 2 | RAYMOND JAMES FINANCIAL INC | 1.3M | $33.7M | 0.0% | 1.1% | +2.0% |
| 3 | Bensler, LLC | 1.1M | $28.9M | 2.6% | 0.9% | +7.1% |
| 4 | COHEN & STEERS, INC. | 1.1M | $28.1M | 0.0% | 0.9% | -1.8% |
| 5 | LPL Financial LLC | 1.0M | $26.0M | 0.0% | 0.8% | +162.7% |
| 6 | ROYAL BANK OF CANADA | 953,099 | $24.4M | 0.0% | 0.8% | -2.8% |
| 7 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 846,398 | $21.6M | 2.7% | 0.7% | -5.3% |
| 8 | MORGAN STANLEY | 768,743 | $19.6M | 0.0% | 0.6% | -33.9% |
| 9 | STIFEL FINANCIAL CORP | 413,322 | $10.6M | 0.0% | 0.3% | -1.0% |
| 10 | Advisors Asset Management, Inc. | 401,665 | $10.3M | 0.2% | 0.3% | +0.7% |
| 11 | Waterfront Wealth Inc. | 345,424 | $9.0M | 1.4% | 0.3% | -9.0% |
| 12 | ARQ WEALTH ADVISORS, LLC | 334,882 | $8.8M | 1.1% | 0.3% | +48.7% |
| 13 | BANK OF AMERICA CORP /DE/ | 320,464 | $8.2M | 0.0% | 0.3% | +12.8% |
| 14 | WELLS FARGO & COMPANY/MN | 295,048 | $7.5M | 0.0% | 0.2% | +1.2% |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 279,405 | $7.3M | 0.0% | 0.2% | +2.9% |
| 16 | INTREPID FAMILY OFFICE LLC | 278,226 | $7.1M | 5.3% | 0.2% | +1.9% |
| 17 | Hennion & Walsh Asset Management, Inc. | 275,750 | $7.0M | 0.2% | 0.2% | -8.4% |
| 18 | AMERIPRISE FINANCIAL INC | 272,279 | $7.0M | 0.0% | 0.2% | -14.2% |
| 19 | GatePass Capital, LLC | 235,085 | $6.0M | 2.3% | 0.2% | -18.6% |
| 20 | MAI Capital ManagementNEW | 221,469 | $5.7M | 0.0% | 0.2% | new |
| 21 | RB Capital Management, LLC | 211,303 | $5.4M | 1.1% | 0.2% | +2.0% |
| 22 | OSAIC HOLDINGS, INC. | 201,219 | $5.1M | 0.0% | 0.2% | +1.7% |
| 23 | FCA CORP /TX | 200,255 | $5.1M | 1.3% | 0.2% | +8.8% |
| 24 | JONES FINANCIAL COMPANIES LLLP | 197,843 | $5.0M | 0.0% | 0.2% | +22.8% |
| 25 | UMB Bank, n.a. | 192,516 | $4.9M | 0.1% | 0.2% | -7.5% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.