ADX

Adams Diversified Equity

Latest period2026 - Q1Total superinvestors201

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 201 superinvestors own shares of Adams Diversified Equity (ADX), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Adams Diversified Equity (ADX), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Adams Diversified Equity (ADX) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Adams Diversified Equity (ADX) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Kyle DiGangi@Lazard Asset Management Llc
Recent Activity
Decreased -0.62%
0.13%
$78.094M
3.568M shares@ 21.9 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Decreased -3.91%
0.01%
$28.303M
1.293M shares@ 21.89 avg price
Claire Gordon@Morgan Stanley
Recent Activity
Decreased -37.42%
0.01%
$25.464M
1.163M shares@ 21.9 avg price
Nargis Hilal@Cohen & Steers, Inc.
Recent Activity
Increased 3.23%
0.05%
$24.553M
1.122M shares@ 21.9 avg price
Sheila J. Lindsay@Bensler, Llc
Recent Activity
Increased 6.81%
2.39%
$23.093M
1.055M shares@ 21.9 avg price
Terry Fallon@Royal Bank Of Canada
Recent Activity
Increased 4.75%
0.01%
$21.459M
980,325 shares@ 21.89 avg price
Justin Capetola@Blue Bell Private Wealth Management, Llc
Recent Activity
Decreased -3.25%
2.82%
$19.574M
894,195 shares@ 21.89 avg price
James M. Zemlyak@Stifel Financial Corp
Recent Activity
Increased 3.5%
0.01%
$9.14M
417,542 shares@ 21.9 avg price
John Webber@Advisors Asset Management, Inc.
Recent Activity
Increased 3.04%
0.15%
$8.733M
398,930 shares@ 21.9 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Decreased -10.51%
0.01%
$8.473M
387,092 shares@ 21.89 avg price

1-10 of 201