Adams Diversified Equity Fund, Inc.
Adams Diversified Equity Fund, Inc. (ADX) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · ADX · as of Sep 30, 2025
Ownership Breakdown
196
Institutional Holders
▲ 6 vs Q2
$521.34M
Total Inst. Value
▼ $20.25M vs Q2
121.34M
Shares Outstanding
freeFloat 97.18%
23.48M
13F Shares Held
▼ 1.59M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
ADX largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
LAZARD ASSET MANAGEMENT LLC | 3.51M | 2.92% | 2.92% | $78.31B | Nov 14, 2025 | ▼ 39.3K |
MORGAN STANLEY | 2.36M | 1.97% | 1.97% | $52.71B | May 27, 2026 | ▼ 207.8K |
SABA CAPITAL MANAGEMENT, L.P. | 1.34M | 1.11% | 1.11% | $29.87B | Nov 14, 2025 | ▼ 1.53M |
RAYMOND JAMES FINANCIAL INC | 1.31M | 1.09% | 1.09% | $29.13B | Nov 14, 2025 | ▲ 77.9K |
COHEN & STEERS, INC. | 1.14M | 95.30% | 95.30% | $25.52B | Nov 14, 2025 | ▼ 100.0K |
ROYAL BANK OF CANADA | 941.7K | 78.40% | 78.40% | $21.00B | Nov 14, 2025 | ▼ 20.1K |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 926.6K | 77.14% | 77.14% | $20.66B | Oct 22, 2025 | ▼ 7.7K |
BENSLER, LLC | 925.1K | 77.01% | 77.01% | $20.63B | Nov 3, 2025 | ▲ 67.2K |
1607 CAPITAL PARTNERS, LLC | 652.7K | 54.34% | 54.34% | $14.55B | Nov 14, 2025 | ▼ 20.0K |
WATERFRONT WEALTH INC. | 446.4K | 37.17% | 37.17% | $10.11B | Nov 6, 2025 | ▲ 5.7K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
27
Increased
+826.8K shares1
New Positions
first time holders17
Decreased
−2.01M shares0
Sold Out
fully exitedNet shares change (top 50)
1.18M
+826.8K / −2.01M
Net new holders
+11
1 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
ADX insider trading · insider activity
Source: SEC Form 4
Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
4
Buy transactions
0
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Kerns Janis F. Gen. Counsel & Corp. Secretary | Feb 2, 2026 | Purchase | 7 | $23.30 | $163.1 | 52.0K | Form 4 ↗ |
Kerns Janis F. Gen. Counsel & Corp. Secretary | Jan 30, 2026 | Purchase | 100 | $23.23 | $2.3K | 52.0K | Form 4 ↗ |
Kerns Janis F. Gen. Counsel & Corp. Secretary | Jan 30, 2026 | Purchase | 107 | $23.23 | $2.5K | 51.9K | Form 4 ↗ |
Kerns Janis F. Gen. Counsel & Corp. Secretary | Jan 30, 2026 | Purchase | 107 | $23.24 | $2.5K | 51.8K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Adams Diversified Equity Fund, Inc. (ADX) is primarily owned by institutional investors, who hold approximately 19.4% of total shares outstanding. Company insiders own approximately 2.82%, while retail and public investors account for the remaining 77.83%.
The largest institutional shareholder of Adams Diversified Equity Fund, Inc. is LAZARD ASSET MANAGEMENT LLC, holding approximately 3.51 million shares — equal to 2.92% of outstanding shares — as of September 30, 2025.
A total of 196 institutional investors currently hold ADX stock, with a combined institutional value of approximately $521,339,521 as of the most recent 13F filing period.
Frequently asked questions
ADX ownershipAdams Diversified Equity Fund, Inc. (ADX) is primarily owned by institutional investors, who hold approximately 19.4% of shares. The largest shareholder is LAZARD ASSET MANAGEMENT LLC with a 2.92% stake. Company insiders hold 2.82%. Data sourced from SEC Form 13F as of September 30, 2025.