Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

ADAMS DIVERSIFIED EQUITY FUND, INC.

CIK 0000002230ADX· quarter ending 2026-06-30

Shares outstanding

—

no XBRL cover page found

Held by 13F filers

20,662,602

across share classes — see % per class below

Holders

215

+15 vs 2026-03-31 · 34 new, 19 exited

Value

$528.4M

shares -0.9% vs prior quarter

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	006212104	COM	215	20,662,602	—	—	$529.0M	—	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (215 of 215 · 006212104)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	LAZARD ASSET MANAGEMENT LLC	3,208,355	—	$82.0M	-359,201 (-10.1%)
2	RAYMOND JAMES FINANCIAL INC	1,318,584	—	$33.7M	+25,632 (+2.0%)
3	Bensler, LLC	1,129,607	—	$28.9M	+74,640 (+7.1%)
4	COHEN & STEERS, INC.	1,101,635	—	$28.1M	-20,000 (-1.8%)
5	LPL Financial LLC	1,016,997	—	$26.0M	+629,905 (+162.7%)
6	ROYAL BANK OF CANADA	953,099	—	$24.4M	-27,226 (-2.8%)
7	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	846,398	—	$21.6M	-47,797 (-5.3%)
8	MORGAN STANLEY	768,743	—	$19.6M	-394,528 (-33.9%)
9	STIFEL FINANCIAL CORP	413,322	—	$10.6M	-4,220 (-1.0%)
10	Advisors Asset Management, Inc.	401,665	—	$10.3M	+2,735 (+0.7%)
11	Waterfront Wealth Inc.	345,424	—	$9.0M	-34,269 (-9.0%)
12	ARQ WEALTH ADVISORS, LLC	334,882	—	$8.8M	+109,727 (+48.7%)
13	BANK OF AMERICA CORP /DE/	320,464	—	$8.2M	+36,473 (+12.8%)
14	WELLS FARGO & COMPANY/MN	295,048	—	$7.5M	+3,627 (+1.2%)
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	279,405	—	$7.3M	+7,947 (+2.9%)
16	INTREPID FAMILY OFFICE LLC	278,226	—	$7.1M	+5,226 (+1.9%)
17	Hennion & Walsh Asset Management, Inc.	275,750	—	$7.0M	-25,446 (-8.4%)
18	AMERIPRISE FINANCIAL INC	272,279	—	$7.0M	-44,951 (-14.2%)
19	GatePass Capital, LLC	235,085	—	$6.0M	-53,880 (-18.6%)
20	MAI Capital Management	221,469	—	$5.7M	NEW
21	RB Capital Management, LLC	211,303	—	$5.4M	+4,227 (+2.0%)
22	OSAIC HOLDINGS, INC.	201,219	—	$5.1M	+3,312 (+1.7%)
23	FCA CORP /TX	200,255	—	$5.1M	+16,117 (+8.8%)
24	JONES FINANCIAL COMPANIES LLLP	197,843	—	$5.0M	+36,793 (+22.8%)
25	UMB Bank, n.a.	192,516	—	$4.9M	-15,593 (-7.5%)
26	Uncommon Cents Investing LLC	181,270	—	$4.6M	-635 (-0.3%)
27	ROBERTS GLORE & CO INC /IL/	160,810	—	$4.1M	+2,987 (+1.9%)
28	Cetera Investment Advisers	150,243	—	$3.8M	+3,479 (+2.4%)
29	D.A. DAVIDSON & CO.	146,269	—	$3.7M	+469 (+0.3%)
30	1607 Capital Partners, LLC	143,339	—	$3.7M	-172,589 (-54.6%)
31	GENERAL AMERICAN INVESTORS CO INC	131,124	—	$3.4M	—
32	INDEPENDENT FINANCIAL GROUP, LLC	129,156	—	$3.3M	-16,107 (-11.1%)
33	UBS Group AG	129,026	—	$3.3M	+18,214 (+16.4%)
34	Integrated Wealth Concepts LLC	127,656	—	$3.3M	+6,674 (+5.5%)
35	Stolper Co	107,587	—	$2.7M	+3,912 (+3.8%)
36	Focus Partners Wealth	99,522	—	$2.5M	-4,635 (-4.5%)
37	Providence Wealth Advisors, LLC	98,953	—	$2.5M	—
38	GUGGENHEIM CAPITAL LLC	91,830	—	$2.3M	+38,593 (+72.5%)
39	Cambridge Investment Research Advisors, Inc.	90,262	—	$2.3M	+55,920 (+162.8%)
40	Concurrent Investment Advisors, LLC	86,354	—	$2.2M	+8,933 (+11.5%)
41	Advisory Advocates, LLC	85,508	—	$2.2M	+8,490 (+11.0%)
42	PMG Family Office LLC	84,104	—	$2.1M	+792 (+1.0%)
43	Westbourne Investment Advisors, Inc.	83,800	—	$2.1M	+400 (+0.5%)
44	Atlas Wealth LLC	82,341	—	$2.1M	NEW
45	Walsh & Associates, LLC	79,791	—	$2.0M	—
46	EVOLVE PRIVATE WEALTH, LLC	78,995	—	$2.0M	-3,418 (-4.1%)
47	COMMONWEALTH EQUITY SERVICES, LLC	77,016	—	$2.0M	+4,070 (+5.6%)
48	Waverly Advisors, LLC	68,187	—	$1.7M	-5,012 (-6.8%)
49	Invesco Ltd.	67,186	—	$1.7M	+19,118 (+39.8%)
50	MERCER GLOBAL ADVISORS INC /ADV	65,950	—	$1.7M	+7,579 (+13.0%)
51	DIVERSIFIED TRUST CO	65,351	—	$1.7M	—
52	Samalin Investment Counsel, LLC	65,105	—	$1.7M	+29,051 (+80.6%)
53	HighTower Advisors, LLC	63,930	—	$1.6M	-342 (-0.5%)
54	DELTA CAPITAL MANAGEMENT LLC	63,801	—	$1.6M	-41,665 (-39.5%)
55	MEANS INVESTMENT CO., INC.	62,535	—	$1.6M	—
56	Koshinski Asset Management, Inc.	61,909	—	$1.6M	+871 (+1.4%)
57	Steward Partners Investment Advisory, LLC	61,569	—	$1.6M	+8,300 (+15.6%)
58	Janney Montgomery Scott LLC	56,980	—	$1.5M	+1,559 (+2.8%)
59	Wealthspire Advisors, LLC	52,729	—	$1.3M	+1,508 (+2.9%)
60	Mariner, LLC	51,629	—	$1.3M	+10,978 (+27.0%)
61	WEST BANCORPORATION INC	49,490	—	$1.3M	+2,600 (+5.5%)
62	Private Advisor Group, LLC	49,429	—	$1.3M	+34,186 (+224.3%)
63	Lido Advisors, LLC	47,809	—	$1.2M	+168 (+0.4%)
64	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	47,750	—	$1.2M	+22,032 (+85.7%)
65	Capital Investment Advisors, LLC	47,626	—	$1.2M	—
66	JPMORGAN CHASE & CO	47,241	—	$1.2M	+162 (+0.3%)
67	Savant Capital, LLC	46,950	—	$1.2M	-5,689 (-10.8%)
68	LexAurum Advisors, LLC	46,383	—	$1.2M	+16,696 (+56.2%)
69	Midwest Trust Co	44,936	—	$1.1M	+843 (+1.9%)
70	MassMutual Private Wealth & Trust, FSB	44,936	—	$1.1M	+843 (+1.9%)
71	Capstone Financial Advisors, Inc.	43,424	—	$1.1M	+447 (+1.0%)
72	Avior Wealth Management, LLC	40,263	—	$1.0M	+1,000 (+2.5%)
73	OPPENHEIMER & CO INC	40,121	—	$1.0M	-1,958 (-4.7%)
74	Ancora Advisors LLC	40,046	—	$1.0M	-13,850 (-25.7%)
75	Concorde Asset Management, LLC	39,657	—	$1.0M	+760 (+2.0%)
76	RFG - Bristol Wealth Advisors, LLC	38,512	—	$984K	—
77	FIFTH THIRD BANCORP	36,834	—	$941K	-121 (-0.3%)
78	UHLMANN PRICE SECURITIES, LLC	34,722	—	$887K	+527 (+1.5%)
79	Prostatis Group LLC	34,688	—	$886K	+652 (+1.9%)
80	Merit Financial Group, LLC	34,202	—	$874K	-2,149 (-5.9%)
81	MML INVESTORS SERVICES, LLC	34,087	—	$871K	+722 (+2.2%)
82	NewEdge Advisors, LLC	33,607	—	$859K	-204 (-0.6%)
83	Joel Isaacson & Co., LLC	33,489	—	$856K	—
84	Cerity Partners LLC	32,286	—	$825K	+123 (+0.4%)
85	Peak Asset Management, LLC	32,200	—	$823K	NEW
86	Kovack Advisors, Inc.	31,969	—	$817K	+1,702 (+5.6%)
87	Navis Wealth Advisors, LLC	30,945	—	$791K	NEW
88	XTX Topco Ltd	30,457	—	$778K	-5,113 (-14.4%)
89	Creative Planning	29,083	—	$743K	-8,633 (-22.9%)
90	Quad-Cities Investment Group, LLC	29,033	—	$742K	+545 (+1.9%)
91	Blue Trust, Inc.	28,474	—	$728K	+535 (+1.9%)
92	Cannon Advisors, Inc.	28,406	—	$742K	+6,521 (+29.8%)
93	Farmers National Bank	27,234	—	$696K	—
94	Turtle Creek Wealth Advisors, LLC	25,976	—	$664K	-2,130 (-7.6%)
95	Corient Private Wealth LP	25,324	—	$647K	-926 (-3.5%)
96	LEE DANNER & BASS INC	25,000	—	$639K	—
97	J.W. COLE ADVISORS, INC.	24,298	—	$621K	NEW
98	HARBOUR INVESTMENTS, INC.	23,559	—	$602K	+147 (+0.6%)
99	Uniting Wealth Partners, LLC	23,192	—	$593K	+436 (+1.9%)
100	World Investment Advisors	22,657	—	$507K	+54 (+0.2%)
101	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	22,448	—	$574K	NEW
102	EP Wealth Advisors, LLC	22,321	—	$570K	+2,047 (+10.1%)
103	Savvy Advisors, Inc.	22,104	—	$565K	—
104	AQR CAPITAL MANAGEMENT LLC	21,764	—	$556K	NEW
105	Mezzasalma Advisors, LLC	20,999	—	$537K	+340 (+1.6%)
106	Stratos Wealth Partners, LTD.	20,758	—	$530K	+5,160 (+33.1%)
107	RETIREMENT PLANNING GROUP, LLC / NY	20,305	—	$519K	NEW
108	KINGSWOOD WEALTH ADVISORS, LLC	19,313	—	$493K	+4,009 (+26.2%)
109	Sage Capital Advisors,llc	18,720	—	$478K	+350 (+1.9%)
110	Allegheny Financial Group	18,473	—	$472K	—
111	PNC Financial Services Group, Inc.	18,288	—	$467K	+120 (+0.7%)
112	WESBANCO BANK INC	17,773	—	$454K	+3 (+0.0%)
113	KESTRA PRIVATE WEALTH SERVICES, LLC	17,291	—	$442K	-11,366 (-39.7%)
114	MinichMacGregor Wealth Management, LLC	17,169	—	$439K	+306 (+1.8%)
115	CAPTRUST FINANCIAL ADVISORS	17,167	—	$439K	+870 (+5.3%)
116	MCDONALD PARTNERS LLC	17,079	—	$436K	—
117	Intrua Financial, LLC	16,984	—	$434K	NEW
118	REGIONS FINANCIAL CORP	16,217	—	$414K	-450 (-2.7%)
119	PARK AVENUE SECURITIES LLC	16,028	—	$410K	-2,094 (-11.6%)
120	Pathstone Holdings, LLC	15,339	—	$392K	—
121	NewEdge Wealth, LLC	14,813	—	$378K	—
122	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	14,540	—	$371K	-1,715 (-10.6%)
123	K2 PRINCIPAL FUND, L.P.	14,520	—	$371K	-2,671 (-15.5%)
124	Generation Capital Management LLC	13,829	—	$353K	+247 (+1.8%)
125	SMH CAPITAL ADVISORS INC	13,282	—	$339K	+126 (+1.0%)
126	Brookstone Capital Management	13,177	—	$337K	+1,450 (+12.4%)
127	Closed-End Fund Advisors, Inc.	12,964	—	$331K	-3,111 (-19.4%)
128	MSH Capital Advisors LLC	12,942	—	$331K	NEW
129	&PARTNERS	12,800	—	$327K	+1,241 (+10.7%)
130	Kestra Advisory Services, LLC	12,770	—	$326K	-189,230 (-93.7%)
131	FOUNDERS CAPITAL MANAGEMENT, LLC	12,372	—	$316K	+223 (+1.8%)
132	CITADEL ADVISORS LLC	11,981	—	$306K	NEW
133	BANK OF MONTREAL /CAN/	11,886	—	$304K	—
134	CHOREO, LLC	11,878	—	$303K	-4,411 (-27.1%)
135	Hamrick Investment Counsel, llc	11,651	—	$298K	-4,215 (-26.6%)
136	Harbour Wealth Management Group, Inc.	11,585	—	$296K	+88 (+0.8%)
137	BESSEMER GROUP INC	11,530	—	$295K	NEW
138	TRUIST FINANCIAL CORP	11,520	—	$294K	-1,480 (-11.4%)
139	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	11,403	—	$291K	+195 (+1.7%)
140	Abel Hall, LLC	11,200	—	$286K	—
141	Bryn Mawr Trust Advisors, LLC	11,052	—	$282K	—
142	Equitable Holdings, Inc.	10,892	—	$278K	-1 (-0.0%)
143	Snowden Capital Advisors LLC	10,826	—	$277K	+202 (+1.9%)
144	SILVERLAKE WEALTH MANAGEMENT LLC	10,821	—	$276K	—
145	Blue Chip Partners, LLC	10,744	—	$275K	NEW
146	Benchmark Financial Wealth Advisors, LLC	10,444	—	$267K	—
147	Bernicke Wealth Management, Ltd.	10,409	—	$266K	+196 (+1.9%)
148	VISTA INVESTMENT PARTNERS II, LLC	10,394	—	$266K	—
149	CRA Financial Services, LLC	10,000	—	$256K	—
150	Post Resch Tallon Group Inc.	9,921	—	$253K	NEW
151	Sequoia Financial Advisors, LLC	9,819	—	$251K	+676 (+7.4%)
152	Valmark Advisers, Inc.	9,797	—	$250K	—
153	StoneX Group Inc.	9,724	—	$248K	-2,880 (-22.8%)
154	ENVESTNET ASSET MANAGEMENT INC	9,504	—	$243K	-224 (-2.3%)
155	GoalVest Advisory LLC	9,392	—	$240K	—
156	Pinion Investment Advisors, LLC	9,392	—	$240K	—
157	Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies	9,277	—	$237K	—
158	Dana Investment Advisors, Inc.	9,156	—	$234K	NEW
159	Tradewinds Capital Management, LLC	8,876	—	$227K	+3 (+0.0%)
160	Allworth Financial LP	8,405	—	$215K	+137 (+1.7%)
161	Modern Wealth Management, LLC	8,340	—	$213K	NEW
162	Confluence Wealth Services, Inc.	8,333	—	$213K	NEW
163	IFP Advisors, Inc	8,155	—	$208K	+1,890 (+30.2%)
164	Hudock, Inc.	8,101	—	$207K	NEW
165	Strategic Family Wealth Counselors, L.L.C.	8,091	—	$207K	NEW
166	US BANCORP \DE\	8,049	—	$206K	+127 (+1.6%)
167	Lakeridge Wealth Management LLC	8,003	—	$204K	NEW
168	Kingsview Wealth Management, LLC	7,899	—	$202K	NEW
169	FINANCIAL CONSULATE, INC	7,808	—	$200K	+146 (+1.9%)
170	Glen Eagle Advisors, LLC	6,197	—	$158K	+95 (+1.6%)
171	FIRST COMMUNITY TRUST NA	4,680	—	$120K	—
172	First Command Advisory Services, Inc.	4,420	—	$113K	—
173	PRIVATE TRUST CO NA	3,971	—	$101K	+3,174 (+398.2%)
174	Archer Investment Corp	3,778	—	$97K	+1,889 (+100.0%)
175	Rockefeller Capital Management L.P.	3,279	—	$84K	+1,396 (+74.1%)
176	LRI Investments, LLC	3,168	—	$81K	+58 (+1.9%)
177	Buck Wealth Strategies, LLC	3,036	—	$78K	NEW
178	SECURITY NATIONAL BANK OF SO DAK	2,687	—	$69K	NEW
179	BAYBAN	2,434	—	$62K	—
180	ASSETMARK, INC	2,040	—	$52K	—
181	JPL Wealth Management, LLC	1,472	—	$38K	NEW
182	HAGER INVESTMENT MANAGEMENT SERVICES, LLC	1,445	—	$37K	NEW
183	SIGNATUREFD, LLC	1,440	—	$37K	NEW
184	ROTHSCHILD INVESTMENT LLC	1,417	—	$36K	+26 (+1.9%)
185	Farther Finance Advisors, LLC	1,400	—	$36K	—
186	Westfuller Advisors, LLC	1,354	—	$35K	+26 (+2.0%)
187	TRUST CO OF VERMONT	1,203	—	$31K	NEW
188	Atlantic Union Bankshares Corp	1,175	—	$30K	—
189	Institute for Wealth Management, LLC.	1,119	—	$29K	NEW
190	ATWOOD & PALMER INC	1,057	—	$27K	—
191	Millstone Evans Group, LLC	1,036	—	$26K	+19 (+1.9%)
192	Arax Advisory Partners	970	—	$25K	NEW
193	BlackRock, Inc.	963	—	$25K	+766 (+388.8%)
194	Caldwell Trust Co	963	—	$25K	-963 (-50.0%)
195	Larson Financial Group LLC	886	—	$23K	-335 (-27.4%)
196	Napier Financial, LLC	669	—	$17K	NEW
197	CREATIVE FINANCIAL DESIGNS INC /ADV	645	—	$16K	+642 (+21400.0%)
198	Dunhill Financial, LLC	644	—	$16K	+12 (+1.9%)
199	Bangor Savings Bank	633	—	$16K	—
200	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	544	—	$14K	—
201	MATHER GROUP, LLC.	532	—	$14K	—
202	ARMSTRONG ADVISORY GROUP, INC	500	—	$13K	—
203	Basepoint Wealth LLC	367	—	$9K	NEW
204	Thomas J. Herzfeld Advisors, Inc.	320	—	$8K	+6 (+1.9%)
205	Hilltop National Bank	317	—	$8K	—
206	SRH ADVISORS, LLC	313	—	$8K	—
207	Spectrum Wealth Advisory Group, LLC	253	—	$6K	NEW
208	CoreCap Advisors, LLC	219	—	$6K	-41 (-15.8%)
209	Morton Brown Family Wealth, LLC	194	—	$5K	—
210	MARYLAND CAPITAL ADVISORS INC.	175	—	$4K	NEW
211	WHITTIER TRUST CO	105	—	$3K	—
212	Russell Investments Group, Ltd.	64	—	$2K	+1 (+1.6%)
213	Global Retirement Partners, LLC	20	—	$511	NEW
214	CITIGROUP INC	5	—	$128	—
215	WPG Advisers, LLC	1	—	$26	-418 (-99.8%)

Exited since 2026-03-31 (19 filers; largest 19 shown)

Allspring Global Investments Holdings, LLC	−382,304
MILLENNIUM MANAGEMENT LLC	−27,980
JANE STREET GROUP, LLC	−26,898
SUSQUEHANNA INTERNATIONAL GROUP, LLP	−16,315
Horizon Investments, LLC	−12,889
EXCHANGE TRADED CONCEPTS, LLC	−12,889
TWIN FOCUS CAPITAL PARTNERS, LLC	−12,705
Sterling Manor Financial, LLC	−12,598
CWM, LLC	−12,162
Independent Advisor Alliance	−10,848
Virtu Financial LLC	−10,293
Sunbelt Securities, Inc.	−7,800
RESOURCES MANAGEMENT CORP /CT/ /ADV	−4,046
Scarborough Advisors, LLC	−3,500
Pinnacle Wealth Planning Services, Inc.	−1,026
Advisory Services Network, LLC	−1,015
Sound Income Strategies, LLC	−695
Root Financial Partners, LLC	−81
Tower Research Capital LLC (TRC)	−12

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Charles C. Davis	SCHEDULE 13G/A	2025-02-13	2024-12-31	1,626,883	1.3%
Edith H. Bergstrom	SCHEDULE 13G/A	2025-02-13	2024-12-31	1,195,000	1%
Edith H. Bergstrom Living Trust	SCHEDULE 13G/A	2025-02-13	2024-12-31	125,000	0.1%
Erik E. and Edith H. Bergstrom Foundation	SCHEDULE 13G/A	2025-02-13	2024-12-31	1,626,883	1.3%
Erik E. Bergstrom Charitable Remainder Trust	SCHEDULE 13G/A	2025-02-13	2024-12-31	1,070,000	0.9%
Janet Greig	SCHEDULE 13G/A	2025-02-13	2024-12-31	1,626,883	1.3%
Jennifer Benz	SCHEDULE 13G/A	2025-02-13	2024-12-31	1,626,883	1.3%
Ndola Prata	SCHEDULE 13G/A	2025-02-13	2024-12-31	1,626,883	1.3%
Rodrigo Barillas	SCHEDULE 13G/A	2025-02-13	2024-12-31	1,626,883	1.3%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.