ADX
ADAMS DIVERSIFIED EQUITY FUND, INC.
$24.83
+0.32%
No data for this timeframe.
Vol
Inst. Holders44 funds
Inst. Value$221.1M
Inst. Activity3 buys / 2 sells
Insider Activity2B / 0S
Insider Net $$2.6K
Reddit Sentiment63° Warm
SEC Reports1
Press Releases1
Recent Activity
Apr 21, 2026
earnings_calendar
ADX Q1 2026 Earnings Scheduled — 2026-04-21
Apr 17, 2026
Press
Adams Diversified Equity Fund (ADX) declared a $0.48 per share distribution payable May 29, 2026, with 52% estimated fro
Impact 3/10
Apr 16, 2026
SEC
Adams Diversified Equity Fund (ADX) reported a -4.8% net asset value (NAV) total return for Q1 2026, underperforming bot
PRESS-RELEASE — Impact 4/10
Feb 2, 2026
Insider
Kerns Janis F. bought 7 shares
Gen. Counsel & Corp. Secretary @ $23.30 ($163.10)
Jan 30, 2026
Insider
Kerns Janis F. bought 107 shares
Gen. Counsel & Corp. Secretary @ $23.24 ($2.5K)
Inst.
MORGAN STANLEY — TRIM
1,163,271 shares ($25.5M)
Inst.
AMERIPRISE FINANCIAL INC — DOUBLED
317,230 shares ($6.9M)
Latest Reports
NEUTRAL
Press
3/10
Adams Diversified Equity Fund (ADX) declared a $0.48 per share distribution payable May 29, 2026, with 52% estimated fro
Apr 17, 2026
NEUTRAL
PRESS-RELEASE
4/10
Adams Diversified Equity Fund (ADX) reported a -4.8% net asset value (NAV) total return for Q1 2026, underperforming bot
Apr 16, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| LAZARD ASSET MANAGEMENT LLC | $78.1M | TRIM |
| RAYMOND JAMES FINANCIAL INC | $28.3M | — |
| MORGAN STANLEY | $25.5M | TRIM |
| ROYAL BANK OF CANADA | $21.5M | ADD |
| STIFEL FINANCIAL CORP | $9.1M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Feb 2, 2026 | Kerns Janis | BUY | $163.10 |
| Jan 30, 2026 | Kerns Janis | BUY | $2.5K |
Reddit Sentiment
63°
Warm
Bearish
Neutral
Bullish
44 institutional holders with $221.1M total value (10,098,103 shares) as of 2026-Q1. Top holders: LAZARD, RAYMOND, MORGAN. Net buying activity: 3 institutions added/increased vs 2 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | LAZARD ASSET MANAGEMENT LLC | 3,567,556 | $78.1M | 35.3% | TRIM -35.2% |
| 2 | RAYMOND JAMES FINANCIAL INC | 1,292,952 | $28.3M | 12.8% | — |
| 3 | MORGAN STANLEY | 1,163,271 | $25.5M | 11.5% | TRIM -37.4% |
| 4 | ROYAL BANK OF CANADA | 980,325 | $21.5M | 9.7% | ADD +39.6% |
| 5 | STIFEL FINANCIAL CORP | 417,542 | $9.1M | 4.1% | ADD +39.6% |
| 6 | Allspring Global Investments Holdings, LLC | 382,304 | $8.4M | 3.8% | — |
| 7 | AMERIPRISE FINANCIAL INC | 317,230 | $6.9M | 3.1% | DOUBLED +174.2% |
| 8 | WELLS FARGO & COMPANY/MN | 291,421 | $6.4M | 2.9% | ADD +44.1% |
| 9 | BANK OF AMERICA CORP /DE/ | 283,991 | $6.2M | 2.8% | — |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 271,458 | $6.1M | 2.8% | TRIM -37.0% |
| 11 | JONES FINANCIAL COMPANIES LLLP | 161,050 | $3.4M | 1.6% | — |
| 12 | D.A. DAVIDSON & CO. | 145,800 | $3.2M | 1.4% | — |
| 13 | Concurrent Investment Advisors, LLC | 77,421 | $1.7M | 0.8% | ADD +29.9% |
| 14 | Waverly Advisors, LLC | 73,199 | $1.6M | 0.7% | — |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | 72,946 | $1.6M | 0.7% | — |
| 16 | HighTower Advisors, LLC | 64,272 | $1.4M | 0.6% | — |
| 17 | GUGGENHEIM CAPITAL LLC | 53,237 | $1.2M | 0.5% | ADD +37.7% |
| 18 | Invesco Ltd. | 48,068 | $1.1M | 0.5% | — |
| 19 | Lido Advisors, LLC | 47,641 | $1.0M | 0.5% | — |
| 20 | Mariner, LLC | 40,651 | $888.3K | 0.4% | ADD +31.0% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | TRIM | 1,858,871 | 1,163,271 | -37.4% | $25.5M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | DOUBLED | 115,679 | 317,230 | +174.2% | $6.9M | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | TRIM | 430,951 | 271,458 | -37.0% | $6.1M | 2026-Q1 |
| ASSETMARK, INC | DOUBLED | 436 | 2,040 | +367.9% | $44.7K | 2026-Q1 |
| Rockefeller Capital Management L.P. | DOUBLED | 324 | 1,883 | +481.2% | $41.2K | 2026-Q1 |
| Concurrent Investment Advisors, LLC | ADD | 51,651 | 67,117 | +29.9% | $1.6M | 2025-Q4 |
| KING LUTHER CAPITAL MANAGEMENT CORP | TRIM | 50,062 | 21,962 | -56.1% | $512.2K | 2025-Q4 |
| Rockefeller Capital Management L.P. | DOUBLED | 162 | 324 | +100.0% | $7.6K | 2025-Q4 |
| CWM, LLC | DOUBLED | 3,609 | 11,050 | +206.2% | $258.00 | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 143,862 | 207,293 | +44.1% | $4.6M | 2025-Q3 |
| GUGGENHEIM CAPITAL LLC | ADD | 25,264 | 34,777 | +37.7% | $775.5K | 2025-Q3 |
| ENVESTNET ASSET MANAGEMENT INC | TRIM | 31,887 | 11,211 | -64.8% | $250.0K | 2025-Q3 |
| CWM, LLC | ADD | 2,836 | 3,609 | +27.3% | $80.00 | 2025-Q3 |
| UBS Group AG | ADD | 61,694 | 80,818 | +31.0% | $1.8M | 2025-Q2 |
| Mariner, LLC | ADD | 34,749 | 45,521 | +31.0% | $988.3K | 2025-Q2 |
| ASSETMARK, INC | TRIM | 1,003 | 436 | -56.5% | $9.5K | 2025-Q2 |
| ROYAL BANK OF CANADA | ADD | 755,447 | 1,054,872 | +39.6% | $20.0M | 2025-Q1 |
| STIFEL FINANCIAL CORP | ADD | 259,667 | 362,559 | +39.6% | $6.9M | 2025-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC | DOUBLED | 50,089 | 152,886 | +205.2% | $2.9M | 2025-Q1 |
| AMERIPRISE FINANCIAL INC | ADD | 57,220 | 94,034 | +64.3% | $1.8M | 2025-Q1 |
| Concurrent Investment Advisors, LLC | TRIM | 144,314 | 52,668 | -63.5% | $1.0M | 2025-Q1 |
| Merit Financial Group, LLC | ADD | 36,138 | 48,130 | +33.2% | $914.0K | 2025-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 22,990 | 31,839 | +38.5% | $604.6K | 2025-Q1 |
| ASSETMARK, INC | DOUBLED | 436 | 1,003 | +130.0% | $19.0K | 2025-Q1 |
| CWM, LLC | ADD | 1,586 | 2,418 | +52.5% | $46.00 | 2025-Q1 |
1 unique insiders with 2 transactions. Net insider value: $2.6K ($2.6K bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Feb 2, 2026 | Kerns Janis F. | Gen. Counsel & Corp. Secretary | BUY | 7 | $23.30 | $163.10 |
| Jan 30, 2026 | Kerns Janis F. | Gen. Counsel & Corp. Secretary | BUY | 107 | $23.24 | $2.5K |
1 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 4.0/10.
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next Q | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Current FY | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next FY | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
63°
Warm
Bearish
Neutral
Bullish
4 mentions
2 bullish
0 bearish
4 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Jun 10, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 10, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 15, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 14, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
Outperforming SPY in this crab market
▲ 1
💬 1
⚡ 0.5
Apr 21, 2026
earnings_calendar
ADX Q1 2026 Earnings Scheduled — 2026-04-21
Apr 17, 2026
dividend
Adams Diversified Equity Fund Declares Distribution
<p>BALTIMORE, April 17, 2026 (GLOBE NEWSWIRE) -- On April 16, 2026, Adams Diversified Equity Fund, Inc. (NYSE: ADX) declared a distribution of $0.48
Apr 16, 2026
earnings
Adams Diversified Equity Fund Announces First Quarter 2026 Performance
<p>BALTIMORE, April 16, 2026 (GLOBE NEWSWIRE) -- Adams Diversified Equity Fund, Inc. (NYSE: ADX) today announced the Fund’s investment returns for t