Adams Diversified Equity Fund, Inc. (ADX)

Highly Crowded

Held by 198 of 5,944 reporting institutions (92th percentile) — extremely crowded.

Data as of Q1 2026

Institutional Ownership

N/A

QoQ Change

N/A

Total Value

$423.5B

Shares Outstanding

N/A

Crowding AnalysisHighly Crowded

Holders198of 5,944

Avg: 68

Uncrowded92th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.52x

79th percentile

111 buying73 selling

+23

New

-23

Closed

-765,227

Net shares

Holding Period Distribution

estimate

Median: 4 QAvg: 4.6 QHolders: 198

Ownership Concentration

Top 5: 39.5%Top 10: 54.3%

LAZARD ASSET MANAGEMENT17.2%

RAYMOND JAMES FINANCIAL6.2%

MORGAN STANLEY5.6%

COHEN & STEERS,5.4%

Bensler,5.1%

Others (193)60.5%

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Conviction-Weighted Ownership

Median weight: 0.03%Avg weight: 0.55%Max: 2.81%High conviction (>1%): 2

LAZARD ASSET MANAGEMENT

RAYMOND JAMES FINANCIAL

BLUE BELL PRIVATE WEALTH MANAGEMENT,

STIFEL FINANCIAL

Advisors Asset Management,

LPL Financial

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Whale Moves Timeline (8 Quarters)

Biggest dollar-value position changes among top 10 holders

SOLDMORGAN STANLEY$15M696K shr

NEWSTIFEL FINANCIAL$9M418K shr

NEWAdvisors Asset Management$9M399K shr

BOUGHTBensler$1M67K shr

SOLDRAYMOND JAMES FINANCIAL$1M53K shr

SOLDMORGAN STANLEY$12M505K shr

NEWWEALTH ENHANCEMENT ADVISORY SERVICES$10M431K shr

NEWLPL Financial$10M433K shr

SOLD1607 Capital Partners$3M144K shr

BOUGHTLAZARD ASSET MANAGEMENT$2M78K shr

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Institutional Trends (8 Quarters)

No trend data available for this metric.

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Institutional Holders

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