ADAMS DIVERSIFIED EQUITY FUND, INC. (ADX)
Adams Diversified Equity Fund, Inc. (ADX) operates as a publicly traded investment management firm, offering its services to other investment companies. It primarily focuses on the United States' public equity markets, investing in large-capitalization companies across various sectors. The firm employs a comprehensive, bottom-up stock selection process, which combines fundamental, technical, and quantitative analysis. Their investment decisions are heavily influenced by a deep dive into factors such as earnings growth potential, financial health, cash flow generation, broader macroeconomic trends, capital management strategies, market competition, and overall profitability. ADX enhances its proprietary in-house research with external insights to inform its investment choices. To measure its effectiveness, the firm benchmarks the performance of its portfolios against the S&P 500 Index. Founded in Baltimore, Maryland, in 1840, the company was historically known as The Adams Express Company.
Industry: Asset Management
Adams Diversified Equity Fund, Inc.
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
based on 124.93M shares outstanding
USAdams Diversified Equity Fund, Inc. (ADX) operates as a publicly traded investment management firm, offering its services to other investment companies.
It primarily focuses on the United States' public equity markets, investing in large-capitalization companies across various sectors.
The firm employs a comprehensive, bottom-up stock selection process, which combines fundamental, technical, and quantitative analysis. Their investment decisions are heavily influenced by a deep dive into factors such as earnings growth potential, financial health, cash flow generation, broader macroeconomic trends, capital management strategies, market competition, and overall profitability. ADX enhances its proprietary in-house research with external insights to inform its investment choices. To measure its effectiveness, the firm benchmarks the performance of its portfolios against the S&P 500 Index. Founded in Baltimore, Maryland, in 1840, the company was historically known as The Adams Express Company.
Leadership
James Phillip Haynie
Chief Executive Officer, Senior Portfolio Manager & Director
Douglas Cotton Swindell
President & Portfolio Manager
Gregory Buckley
President & Portfolio Manager
Brian S. Hook
CFO & VP
Employees
30
Country
US
Sector
Financial Services
Website
adamsfunds.com
| Insider | Title | Type | Shares | Value | Date |
|---|---|---|---|---|---|
 Kerns Janis F. | Gen. Counsel & Corp. Secretary | Purchase | 7 | $163.1 | Feb 2, 2026 |
| Kerns Janis F. | Gen. Counsel & Corp. Secretary | Purchase | 107 | $2.5K | Jan 30, 2026 |
| Kerns Janis F. | Gen. Counsel & Corp. Secretary | Purchase | 107 | $2.5K | Jan 30, 2026 |
| Kerns Janis F. | Gen. Counsel & Corp. Secretary | Purchase | 100 | $2.3K | Jan 30, 2026 |
 Kloppenburg Lauriann C | Director | Other | 1.3K | -- | Dec 31, 2025 |
 JAMMET MARY CHRIS | Director | Other | 841 | -- | Dec 31, 2025 |
| Name | Shares | % | Source |
|---|---|---|---|
LAZARD ASSET MANAGEMENT LLC | 3.2M | 2.6% | 13F |
RAYMOND JAMES FINANCIAL INC | 1.3M | 1.1% | 13F |
Bensler, LLC | 1.1M | 0.9% | 13F |
COHEN & STEERS, INC. | 1.1M | 0.9% | 13F |
LPL Financial LLC | 1.0M | 0.8% | 13F |
ROYAL BANK OF CANADA | 953.1K | 0.8% | 13F |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 846.4K | 0.7% | 13F |
MORGAN STANLEY | 768.7K | 0.6% | 13F |
STIFEL FINANCIAL CORP | 413.3K | 0.3% | 13F |
Advisors Asset Management, Inc. | 401.7K | 0.3% | 13F |
Insiders
- Kerns Janis F.Gen. Counsel & Corp. Secretary
- Kloppenburg Lauriann CDirector
- JAMMET MARY CHRISDirector
- Hook Brian StephenV.P. & CFO
- Dale Kenneth JamesDirector
- Swindell Douglas CottonPresident
- Haynie James P.CEO
- Stoeckle Mark E.Director
- Nelson Jane MusserDirector
- Escherich Frederic ADirector
based on 124.93M shares outstanding
US30d Avg
242.51K
60d Avg
248.53K
90d Avg
260.61K