$ADX

$25.56 +$0.24 (0.95%) Close

$ADX Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 124.9M shares outstanding

Who owns ADX?

By type of holder

Institutions 16.5% Insiders 0.7% Everyone else 82.8%

Concentration Top 10 holders own 8.9%

Lazard Asset Management LLC 2.6% · Raymond James Financial Inc 1.1%

Institutional ownership

16.5%

-0.2 pts vs last qtr

Institutional holders

215

+15 vs last qtr

Net shares bought

−230.1K

by institutions in Q2 2026

New / sold out

34 / 19

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

LPL Financial LLC +629.9K
MAI Capital Management NEW +221.5K

Biggest sellers in Q2 2026

Morgan Stanley −394.5K
Allspring Global Investments Holdings, LLC SOLD OUT −382.3K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Adams Diversified Equity Fund, Inc. in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Adams Diversified Equity Fund, Inc..

How patient are the owners?

Institutional shares by how long they've been held

5+ years59% 3–5 years14% 1–3 years20% Under 1 year8%

Quarterly turnover

9.5%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting ADX on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
LA Lazard Asset Management LLC	3.2M	2.57%	−359.2K (−10.1%)	≤2021	0.1%
Shares held by quarter Peak holding3.6M (Q4'25) Change over 8 quarters+354.9K Share of the company2.570% Lazard Asset Management LLC's full portfolio →
RJ Raymond James Financial Inc	1.3M	1.06%	+25.6K (+2.0%)	2024	0.0%
Shares held by quarter Peak holding1.3M (Q4'25) Change over 8 quarters+1.3M Share of the company1.060% Raymond James Financial Inc's full portfolio →

Lazard Asset Management LLC

3.2M

% of company

2.57%

Change vs last qtr

−359.2K (−10.1%)

Held since

≤2021

Raymond James Financial Inc

1.3M

% of company

1.06%

Change vs last qtr

+25.6K (+2.0%)

Held since

2024

28 more super investors behind a free account

See every manager holding Adams Diversified Equity Fund, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting ADX on Form N-PORT; together they hold 1.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
CS Cohen & Steers Closed-End Opportunity Fund, Inc. Cohen & Steers Closed-End Opportunity Fund, Inc.	$25.3M	990.9K	0.79%	6.65%	June 30, 2026
AC Amplify CEF High Income ETF Amplify ETF Trust	$7.58M	325.2K	0.26%	1.13%	December 31, 2025

Cohen & Steers Closed-End Opportunity Fund, Inc.

Position value

$25.3M

% of company

0.79%

% of the fund

6.65%

As of

June 30, 2026

Amplify CEF High Income ETF

Amplify ETF Trust

Position value

$7.58M

% of company

0.26%

% of the fund

1.13%

As of

December 31, 2025

2 more funds behind a free account

See every fund holding Adams Diversified Equity Fund, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
HJ Haynie James P. Insider	232.9K	0.19%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.190% Haynie James P.'s insider activity →
HB Hook Brian Stephen Insider	177.3K	0.14%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.140% Hook Brian Stephen's insider activity →

Haynie James P.

Insider

232.9K

% of company

0.19%

Change vs last qtr

—

Held since

—

Hook Brian Stephen

Insider

177.3K

% of company

0.14%

Change vs last qtr

—

Held since

—

10 more holders behind a free account

See every insider and 5%+ holder of Adams Diversified Equity Fund, Inc..

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