Who owns Adams Diversified Equity Fund, Inc.?
Institutional ownership of ADX from SEC Form 13F filings across 139 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.
139
13F holders
$348.3M
value, 2026 filers
12.3%
of shares outstanding (14.9M sh)
18
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 | COHEN & STEERS, INC. | 1.1M | $28,147 | 0.0% | 0.9% | -1.8% |
| 4 | LPL Financial LLC | 1.0M | $26.0M | 0.0% | 0.8% | +162.7% |
| 5 | ROYAL BANK OF CANADA | 953,099 | $24.4M | 0.0% | 0.8% | -2.8% |
| 6 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 846,398 | $21.6M | 2.7% | 0.7% | -5.3% |
| 7 | MORGAN STANLEY | 768,743 | $19.6M | 0.0% | 0.6% | -33.9% |
| 8 | STIFEL FINANCIAL CORP | 413,322 | $10.6M | 0.0% | 0.3% | -1.0% |
| 9 | BANK OF AMERICA CORP /DE/ | 320,464 | $8.2M | 0.0% | 0.3% | +12.8% |
| 10 | WELLS FARGO & COMPANY/MN | 295,048 | $7.5M | 0.0% | 0.2% | +1.2% |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 279,405 | $7.3M | 0.0% | 0.2% | +2.9% |
| 12 | AMERIPRISE FINANCIAL INC | 272,279 | $7.0M | 0.0% | 0.2% | -14.2% |
| 13 | MAI Capital ManagementNEW | 221,469 | $5.7M | 0.0% | 0.2% | new |
| 14 | OSAIC HOLDINGS, INC. | 201,219 | $5.1M | 0.0% | 0.2% | +1.7% |
| 15 | JONES FINANCIAL COMPANIES LLLP | 197,843 | $5.0M | 0.0% | 0.2% | +22.8% |
| 16 | Integrated Wealth Concepts LLC | 162,590 | $4.2M | 0.0% | 0.1% | +34.4% |
| 17 | ROBERTS GLORE & CO INC /IL/ | 160,810 | $4.1M | 1.0% | 0.1% | +1.9% |
| 18 | Cetera Investment Advisers | 150,243 | $3.8M | 0.0% | 0.1% | +2.4% |
| 19 | D.A. DAVIDSON & CO. | 146,269 | $3.7M | 0.0% | 0.1% | +0.3% |
| 20 | INDEPENDENT FINANCIAL GROUP, LLC | 129,156 | $3.3M | 0.1% | 0.1% | -55.0% |
| 21 | UBS Group AG | 129,026 | $3.3M | 0.0% | 0.1% | +16.4% |
| 22 | Focus Partners Wealth | 99,522 | $2.5M | 0.0% | 0.1% | -4.5% |
| 23 | Cambridge Investment Research Advisors, Inc. | 90,262 | $2,306 | 0.0% | 0.1% | +162.8% |
| 24 | Concurrent Investment Advisors, LLC | 86,354 | $2.2M | 0.0% | 0.1% | +11.5% |
| 25 | Walsh & Associates, LLC | 79,791 | $2.0M | 1.7% | 0.1% | 0.0% |
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.