ADAMS DIVERSIFIED EQUITY FUND, INC. (ADX) — Institutional Holders, Q2 2026
217 institutional investment managers reported a ADX position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $528.9M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
ADX in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- LPL FinancialAdded · +629,905 sh+$16.1M
- MAI Capital ManagementNew · +221,469 sh+$5.7M
- ARQ WEALTH ADVISORSAdded · +109,727 sh+$2.8M
- Atlas WealthNew · +82,341 sh+$2.1M
- BenslerAdded · +74,640 sh+$1.9M
Biggest sellers
- MORGAN STANLEYTrimmed · -394,528 sh-$10.1M
- Allspring Global InvestmentsSold out · -382,304 sh-$9.8M
- LAZARD ASSET MANAGEMENTTrimmed · -359,201 sh-$9.2M
- Kestra Advisory ServicesTrimmed · -189,230 sh-$4.8M
- 1607 Capital PartnersTrimmed · -172,589 sh-$4.4M
ADX 13F holders ranked 1–100 of 217
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | LAZARD ASSET MANAGEMENT#1 · 3,208,355 sh | 3,208,355 | $82.0M | 0.12% | -10.1% |
| 2 | RAYMOND JAMES FINANCIAL#2 · 1,318,584 sh | 1,318,584 | $33.7M | <0.01% | +2.0% |
| 3 | Bensler#3 · 1,129,607 sh | 1,129,607 | $28.9M | 2.55% | +7.1% |
| 4 | COHEN & STEERS#4 · 1,101,635 sh | 1,101,635 | $28.1M | 0.04% | -1.8% |
| 5 | LPL Financial#5 · 1,016,997 sh | 1,016,997 | $26.0M | <0.01% | +162.7% |
| 6 | ROYAL BANK OF CANADA#6 · 953,099 sh | 953,099 | $24.4M | <0.01% | -2.8% |
| 7 | BLUE BELL PRIVATE WEALTH MANAGEMENT#7 · 846,398 sh | 846,398 | $21.6M | 2.70% | -5.3% |
| 8 | MORGAN STANLEY#8 · 768,743 sh | 768,743 | $19.6M | <0.01% | -33.9% |
| 9 | STIFEL FINANCIAL#9 · 413,322 sh | 413,322 | $10.6M | <0.01% | -1.0% |
| 10 | Advisors Asset Management#10 · 401,665 sh | 401,665 | $10.3M | 0.16% | +0.7% |
| 11 | Waterfront Wealth#11 · 345,424 sh | 345,424 | $9.0M | 1.40% | -9.0% |
| 12 | ARQ WEALTH ADVISORS#12 · 334,882 sh | 334,882 | $8.8M | 1.09% | +48.7% |
| 13 | BANK OF AMERICA#13 · 320,464 sh | 320,464 | $8.2M | <0.01% | +12.8% |
| 14 | WELLS FARGO & COMPANY#14 · 295,048 sh | 295,048 | $7.5M | <0.01% | +1.2% |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES#15 · 279,405 sh | 279,405 | $7.3M | — | +2.9% |
| 16 | INTREPID FAMILY OFFICE#16 · 278,226 sh | 278,226 | $7.1M | 5.26% | +1.9% |
| 17 | Hennion & Walsh Asset Management#17 · 275,750 sh | 275,750 | $7.0M | — | -8.4% |
| 18 | AMERIPRISE FINANCIAL#18 · 272,279 sh | 272,279 | $7.0M | <0.01% | -14.2% |
| 19 | GatePass Capital#19 · 235,085 sh | 235,085 | $6.0M | 2.28% | -18.6% |
| 20 | MAI Capital Management#20 · 221,469 sh | 221,469 | $5.7M | 0.02% | New |
| 21 | RB Capital Management#21 · 211,303 sh | 211,303 | $5.4M | 1.05% | +2.0% |
| 22 | OSAIC#22 · 201,219 sh | 201,219 | $5.1M | <0.01% | +1.7% |
| 23 | FCA#23 · 200,255 sh | 200,255 | $5.1M | 1.26% | +8.8% |
| 24 | JONES FINANCIAL COMPANIES LLLP#24 · 197,843 sh | 197,843 | $5.0M | <0.01% | +22.8% |
| 25 | UMB Bank, n.a.#25 · 192,516 sh | 192,516 | $4.9M | 0.06% | -7.5% |
| 26 | Uncommon Cents Investing#26 · 181,270 sh | 181,270 | $4.6M | — | -0.3% |
| 27 | Integrated Wealth Concepts#27 · 162,590 sh | 162,590 | $4.2M | 0.02% | +34.4% |
| 28 | ROBERTS GLORE#28 · 160,810 sh | 160,810 | $4.1M | 1.02% | +1.9% |
| 29 | Cetera Investment Advisers#29 · 150,243 sh | 150,243 | $3.8M | <0.01% | +2.4% |
| 30 | D.A. DAVIDSON#30 · 146,269 sh | 146,269 | $3.7M | 0.02% | +0.3% |
| 31 | 1607 Capital Partners#31 · 143,339 sh | 143,339 | $3.7M | 0.32% | -54.6% |
| 32 | GENERAL AMERICAN INVESTORS#32 · 131,124 sh | 131,124 | $3.4M | 0.20% | 0.0% |
| 33 | INDEPENDENT FINANCIAL GROUP#33 · 129,156 sh | 129,156 | $3.3M | — | -9.0% |
| 34 | UBS Group AG#34 · 129,026 sh | 129,026 | $3.3M | <0.01% | +16.4% |
| 35 | Stolper#35 · 107,587 sh | 107,587 | $2.7M | — | +3.8% |
| 36 | Focus Partners Wealth#36 · 99,522 sh | 99,522 | $2.5M | <0.01% | -4.5% |
| 37 | Providence Wealth Advisors#37 · 98,953 sh | 98,953 | $2.5M | 1.50% | 0.0% |
| 38 | GUGGENHEIM CAPITAL#38 · 91,830 sh | 91,830 | $2.3M | 0.01% | +72.5% |
| 39 | Concurrent Investment Advisors#39 · 86,354 sh | 86,354 | $2.2M | — | +11.5% |
| 40 | Advisory Advocates#40 · 85,508 sh | 85,508 | $2.2M | 1.87% | +11.0% |
| 41 | PMG Family Office#41 · 84,104 sh | 84,104 | $2.1M | — | +1.0% |
| 42 | Westbourne Investment Advisors#42 · 83,800 sh | 83,800 | $2.1M | — | +0.5% |
| 43 | Atlas Wealth#43 · 82,341 sh | 82,341 | $2.1M | 0.30% | New |
| 44 | Walsh & Associates#44 · 79,791 sh | 79,791 | $2.0M | 1.67% | 0.0% |
| 45 | EVOLVE PRIVATE WEALTH#45 · 78,995 sh | 78,995 | $2.0M | 0.12% | -4.1% |
| 46 | COMMONWEALTH EQUITY SERVICES#46 · 77,016 sh | 77,016 | $2.0M | <0.01% | +5.6% |
| 47 | Waverly Advisors#47 · 68,187 sh | 68,187 | $1.7M | 0.01% | -6.8% |
| 48 | Invesco Ltd.#48 · 67,186 sh | 67,186 | $1.7M | <0.01% | +39.8% |
| 49 | MERCER GLOBAL ADVISORS#49 · 65,950 sh | 65,950 | $1.7M | <0.01% | +13.0% |
| 50 | Diversified#50 · 65,351 sh | 65,351 | $1.7M | 0.03% | 0.0% |
| 51 | Samalin Investment Counsel#51 · 65,105 sh | 65,105 | $1.7M | — | +80.6% |
| 52 | HighTower Advisors#52 · 63,930 sh | 63,930 | $1.6M | <0.01% | -0.5% |
| 53 | DELTA CAPITAL MANAGEMENT#53 · 63,801 sh | 63,801 | $1.6M | — | -39.5% |
| 54 | MEANS INVESTMENT#54 · 62,535 sh | 62,535 | $1.6M | 0.12% | 0.0% |
| 55 | Koshinski Asset Management#55 · 61,909 sh | 61,909 | $1.6M | 0.08% | +1.4% |
| 56 | Steward Partners Investment Advisory#56 · 61,569 sh | 61,569 | $1.6M | <0.01% | +15.6% |
| 57 | Janney Montgomery Scott#57 · 56,980 sh | 56,980 | $1.5M | <0.01% | +2.8% |
| 58 | Wealthspire Advisors#58 · 52,729 sh | 52,729 | $1.3M | <0.01% | +2.9% |
| 59 | Mariner#59 · 51,629 sh | 51,629 | $1.3M | <0.01% | +27.0% |
| 60 | WEST BANCORPORATION#60 · 49,490 sh | 49,490 | $1.3M | 0.54% | +5.5% |
| 61 | Private Advisor Group#61 · 49,429 sh | 49,429 | $1.3M | <0.01% | +224.3% |
| 62 | Lido Advisors#62 · 47,809 sh | 47,809 | $1.2M | <0.01% | +0.4% |
| 63 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#63 · 47,750 sh | 47,750 | $1.2M | <0.01% | +85.7% |
| 64 | Capital Investment Advisors#64 · 47,626 sh | 47,626 | $1.2M | — | New |
| 65 | Savant Capital#65 · 46,950 sh | 46,950 | $1.2M | <0.01% | -10.8% |
| 66 | JPMORGAN CHASE#66 · 47,241 sh | 47,241 | $1.2M | <0.01% | +0.3% |
| 67 | LexAurum Advisors#67 · 46,383 sh | 46,383 | $1.2M | — | +56.2% |
| 68 | Cambridge Investment Research Advisors#68 · 45,131 sh | 45,131 | $1.2M | <0.01% | +31.4% |
| 69 | MassMutual Private Wealth & , FSB#69 · 44,936 sh | 44,936 | $1.1M | — | +1.9% |
| 70 | Midwest#70 · 44,936 sh | 44,936 | $1.1M | — | +1.9% |
| 71 | Capstone Financial Advisors#71 · 43,424 sh | 43,424 | $1.1M | 0.05% | +1.0% |
| 72 | Nelson, Van Denburg & Campbell Wealth Management Group#72 · 40,263 sh | 40,263 | $1.0M | — | +2.5% |
| 73 | OPPENHEIMER#73 · 40,121 sh | 40,121 | $1.0M | — | -4.7% |
| 74 | Ancora Advisors#74 · 40,046 sh | 40,046 | $1.0M | 0.02% | -25.7% |
| 75 | Concorde Asset Management#75 · 39,657 sh | 39,657 | $1.0M | 0.59% | +2.0% |
| 76 | RFG - Bristol Wealth Advisors#76 · 38,512 sh | 38,512 | $984.0K | — | 0.0% |
| 77 | FIFTH THIRD BANCORP#77 · 36,834 sh | 36,834 | $941.1K | <0.01% | -0.3% |
| 78 | UHLMANN PRICE SECURITIES#78 · 34,722 sh | 34,722 | $887.2K | 0.03% | +1.5% |
| 79 | Prostatis Group#79 · 34,688 sh | 34,688 | $886.3K | 0.21% | +1.9% |
| 80 | Merit Financial Group#80 · 34,202 sh | 34,202 | $873.9K | <0.01% | -5.9% |
| 81 | MML INVESTORS SERVICES#81 · 34,087 sh | 34,087 | $870.9K | <0.01% | +2.2% |
| 82 | NewEdge Advisors#82 · 33,607 sh | 33,607 | $858.7K | <0.01% | -0.6% |
| 83 | Joel Isaacson#83 · 33,489 sh | 33,489 | $855.6K | 0.02% | 0.0% |
| 84 | Cerity Partners#84 · 32,286 sh | 32,286 | $824.9K | <0.01% | +0.4% |
| 85 | Peak Asset Management#85 · 32,200 sh | 32,200 | $822.7K | 0.12% | New |
| 86 | Kovack Advisors#86 · 31,969 sh | 31,969 | $817.2K | 0.04% | +5.6% |
| 87 | Navis Wealth Advisors#87 · 30,945 sh | 30,945 | $790.6K | 0.30% | New |
| 88 | XTX Topco Ltd#88 · 30,457 sh | 30,457 | $778.2K | 0.01% | -14.4% |
| 89 | Creative Planning#89 · 29,083 sh | 29,083 | $743.1K | <0.01% | -22.9% |
| 90 | Quad-Cities Investment Group#90 · 29,033 sh | 29,033 | $741.8K | — | +1.9% |
| 91 | Cannon Advisors#91 · 28,406 sh | 28,406 | $741.7K | — | +29.8% |
| 92 | Ronald Blue#92 · 28,474 sh | 28,474 | $727.5K | — | +1.9% |
| 93 | Farmers National Bank#93 · 27,234 sh | 27,234 | $695.8K | 0.15% | 0.0% |
| 94 | Turtle Creek Wealth Advisors#94 · 25,976 sh | 25,976 | $663.7K | — | -7.6% |
| 95 | Corient Private Wealth#95 · 25,324 sh | 25,324 | $647.0K | <0.01% | -3.5% |
| 96 | LEE DANNER & BASS#96 · 25,000 sh | 25,000 | $638.8K | 0.04% | 0.0% |
| 97 | J.W. COLE ADVISORS#97 · 24,298 sh | 24,298 | $620.8K | 0.01% | New |
| 98 | HARBOUR INVESTMENTS#98 · 23,559 sh | 23,559 | $601.9K | <0.01% | +0.6% |
| 99 | Uniting Wealth Partners#99 · 23,192 sh | 23,192 | $592.6K | 0.12% | +1.9% |
| 100 | PREVAIL INNOVATIVE WEALTH ADVISORS#100 · 22,448 sh | 22,448 | $573.5K | — | New |
Funds that sold out of ADX in Q2 2026 (18)
Held ADX at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Allspring Global Investments382,304 sh | 382,304 | $8.4M |
| MILLENNIUM MANAGEMENT27,980 sh | 27,980 | $612.5K |
| JANE STREET GROUP26,898 sh | 26,898 | $588.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP16,315 sh | 16,315 | $357.1K |
| EXCHANGE TRADED CONCEPTS12,889 sh | 12,889 | $282.1K |
| TWIN FOCUS CAPITAL PARTNERS12,705 sh | 12,705 | $278.1K |
| Horizon Investments12,889 sh | 12,889 | $276.6K |
| SEGALL BRYANT & HAMILL11,970 sh | 11,970 | $275.7K |
| Independent Advisor Alliance10,848 sh | 10,848 | $237.5K |
| Virtu Financial10,293 sh | 10,293 | $225.0K |
| Western Wealth Management6,083 sh | 6,083 | $133.2K |
| RESOURCES MANAGEMENT /CT4,046 sh | 4,046 | $89.0K |
| Scarborough Advisors3,500 sh | 3,500 | $76.6K |
| Pinnacle Wealth Planning Services1,026 sh | 1,026 | $22.5K |
| Advisory Services Network1,015 sh | 1,015 | $22.2K |
| Sound Income Strategies695 sh | 695 | $15.6K |
| Root Financial Partners81 sh | 81 | $1.8K |
| Tower Research Capital (TRC)12 sh | 12 | $263.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.