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ADAMS DIVERSIFIED EQUITY FUND, INC.
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Back to ADAMS DIVERSIFIED EQUITY FUND, INC.
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Adams Diversified Equity Fund, Inc.
Institutional holders · 13F as of Mar 31, 2026
203 holders
Any stake
Holder
▲
▼
Value
▲
▼
Shares
▲
▼
% of shares
▲
▼
Lazard Asset Management LLC
$78.09M
3,567,556
—
Morgan Stanley
$43.35M
1,858,871
—
RAYMOND JAMES FINANCIAL INC
$31.38M
1,345,588
—
LPL Financial LLC
$25.98M
1,016,997
—
Bensler, LLC
$23.03M
987,718
—
Royal Bank of Canada
$21.46M
980,325
—
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
$19.57M
894,195
—
1607 Capital Partners, LLC
$11.86M
508,536
—
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$10.09M
430,951
—
STIFEL FINANCIAL CORP
$9.41M
403,432
—
Allspring Global Investments Holdings, LLC
$9.34M
400,716
—
Waterfront Wealth Inc.
$8.97M
385,316
—
Advisors Asset Management, Inc.
$8.73M
398,930
—
GatePass Capital, LLC
$6.97M
298,780
—
Hennion & Walsh Asset Management, Inc.
$6.72M
288,014
—
BANK OF AMERICA CORP /DE
$6.56M
281,288
—
INTREPID FAMILY OFFICE LLC
$6.23M
267,262
—
WELLS FARGO & COMPANY/MN
$5.15M
220,720
—
UMB Bank, n.a.
$4.99M
213,801
—
ARQ WEALTH ADVISORS, LLC
$4.87M
208,810
—
RB Capital Management, LLC
$4.86M
208,462
—
Kestra Advisory Services, LLC
$4.60M
197,227
—
Uncommon Cents Investing LLC
$4.31M
185,011
—
OSAIC HOLDINGS, INC.
$4.23M
181,543
—
FCA CORP /TX
$4.03M
184,138
—
Shaker Financial Services, LLC
$3.83M
164,389
—
Cetera Investment Advisers
$3.51M
150,522
—
ROBERTS GLORE & CO INC /IL
$3.45M
157,823
—
D.A. DAVIDSON & CO.
$3.19M
145,800
—
GENERAL AMERICAN INVESTORS CO INC
$3.06M
131,124
—
Integrated Wealth Concepts LLC
$2.87M
123,048
—
JONES FINANCIAL COMPANIES LLLP
$2.82M
120,905
—
AMERIPRISE FINANCIAL INC
$2.70M
115,679
—
Providence Wealth Advisors, LLC
$2.32M
98,953
—
Focus Partners Wealth
$2.28M
97,602
—
EVOLVE PRIVATE WEALTH, LLC
$1.93M
82,802
—
PMG Family Office LLC
$1.86M
79,675
—
COMMONWEALTH EQUITY SERVICES, LLC
$1.74M
74,525
—
Westbourne Investment Advisors, Inc.
$1.73M
74,200
—
UBS Group AG
$1.69M
72,289
—
Waverly Advisors, LLC
$1.57M
67,360
—
Concurrent Investment Advisors, LLC
$1.57M
67,117
—
HighTower Advisors, LLC
$1.51M
64,919
—
Corient Private Wealth LLC
$1.50M
64,232
—
Diversified Trust Co
$1.49M
64,058
—
MERCER GLOBAL ADVISORS INC /ADV
$1.49M
63,837
—
MEANS INVESTMENT CO., INC.
$1.46M
62,535
—
Ancora Advisors LLC
$1.37M
58,543
—
Koshinski Asset Management, Inc.
$1.36M
58,527
—
Savant Capital, LLC
$1.23M
52,639
—
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