Comparable stake leader
Edith H. Bergstrom
SEC ownership of ADAMS DIVERSIFIED EQUITY FUND, INC.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000002230.
Disclosed value leader
LAZARD ASSET MANAGEMENT LLC
Comparable rows
1/50
Latest evidence
30 Jun 2026
- Public ticker
- ADX on NYSE
- Parsed ownership sources
-
13D/G, 13F, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Edith H. Bergstrom
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
1 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
Edith H. Bergstrom
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
30 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0000002230
- Issuer location
- Baltimore, MD
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of ADAMS DIVERSIFIED EQUITY FUND, INC. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Edith H. Bergstrom
Disclosed value leader
LAZARD ASSET MANAGEMENT LLC
Comparable rows
1/50
Latest evidence
30 Jun 2026
13D/G
13F
3/4/5
Lead comparable stake: 1.3%
49 rows are not safely comparable across share classes.
13D/G row: Edith H. Bergstrom
Showing 1-8 of 50 holder rows.
Quick read
Edith H. Bergstrom leads the comparable SEC ownership view at 1.3%.
1 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Edith H. Bergstrom's linked filing trail.
Comparable ownership
Top 1
Edith H. Bergstrom
1.3%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Edith H. Bergstrom |
13D/G
Erik E. and Edith H. Bergstrom Foundation
|
1.3%
Reported 13D/G
· 31 Dec 2024
|
$30,992,121
1,626,883 shares
|
$0 | 31 Dec 2024 |
| LAZARD ASSET MANAGEMENT LLC |
13F
Company
|
—
denominator unverified
|
$81,973,470
3,208,355 shares
|
— | 30 Jun 2026 |
| RAYMOND JAMES FINANCIAL INC |
13F
Company
|
—
denominator unverified
|
$33,689,834
1,318,584 shares
|
— | 30 Jun 2026 |
| Bensler, LLC |
13F
Company
|
—
denominator unverified
|
$28,861,439
1,129,607 shares
|
— | 30 Jun 2026 |
| COHEN & STEERS, INC. |
13F
Company
|
—
denominator unverified
|
$28,147,000
1,101,635 shares
|
— | 30 Jun 2026 |
| LPL Financial LLC |
13F
Company
|
—
denominator unverified
|
$25,984,281
1,016,997 shares
|
— | 30 Jun 2026 |
| ROYAL BANK OF CANADA |
13F
Company
|
—
denominator unverified
|
$24,352,000
953,099 shares
|
— | 30 Jun 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
13F
Company
|
—
denominator unverified
|
$21,625,466
846,398 shares
|
— | 30 Jun 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to buying over the last 12 months. Net value: +$7,458.
Buys
$7,458
Insiders: 1
Sells
$0
Insiders: 0
Net
+$7,458
Shares: +321
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 321
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 321 | 0 | $7,458 | $0 | +$7,458 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-16 of 16 reporting-owner rows connected to ADAMS DIVERSIFIED EQUITY FUND, INC.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
16
Largest Forms 3/4/5 holder
James P. Haynie
Net 12M change
+$7.46K
Full value: +$7,458 · USD · 12-month changeLatest report
16 Jul 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| James P. Haynie | Ceo | $5,195,645 | Mixed | 31 Dec 2025 | ||
| Brian S. Hook | V.P. & Cfo | $2,132,443 | Mixed | 31 Dec 2025 | ||
| Douglas Cotton Swindell | President | $1,896,015 | Mixed | 31 Dec 2025 | ||
| Mark E. Stoeckle | Director | $1,876,603 | Mixed | 31 Dec 2025 | ||
| Kenneth James Dale | Director | $1,267,161 | Mixed | 31 Dec 2025 | ||
| Frederic A. Escherich | Director | $1,224,583 | Mixed | 31 Dec 2025 | ||
| Janis F. Kerns | Gen. Counsel & Corp. Secretary | $1,204,912 | +$7,458 | +0.62% | Mixed | 30 Jan 2026 |
| Craig R. Smith | Director | $842,234 | Mixed | 31 Dec 2021 | ||
| Gregory W. Buckley | Executive Vice President | $683,164 | Mixed | 16 Jul 2026 | ||
| Enrique R. Arzac | Director | $634,960 | Mixed | 21 Apr 2022 | ||
| Kathleen T. McGahran | Director | $398,273 | Mixed | 03 Jan 2023 | ||
| Lauriann C. Kloppenburg | Director | $380,665 | Mixed | 31 Dec 2025 | ||
| Roger W. Gale | Director | $341,545 | Mixed | 31 Dec 2022 | ||
| Mary Chris Jammet | Director | $240,569 | Mixed | 31 Dec 2025 | ||
| Jane Musser Nelson | Director | $140,526 | Mixed | 31 Dec 2025 | ||
| Steven G. Chambers | Director | $100,505 | Mixed | 12 Feb 2026 |
Recent insider transactions for ADAMS DIVERSIFIED EQUITY FUND, INC.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Janis F. Kerns | ADX | Common Stock | Purchase | 0.01% | $163 | $23.30 | 7 | 51,990 | 02 Feb 2026 | By Child |
| Janis F. Kerns | ADX | Common Stock | Purchase | 0.61% | $7,295 | $23.23 | 314 | 51,983 | 30 Jan 2026 | By Child |
| Kenneth James Dale | ADX | Common Stock | Other | 3.49% | 929 | 27,552 | 31 Dec 2025 | By Trust | ||
| Kenneth James Dale | ADX | Common Stock | Award | 4.2% | 1,072 | 26,623 | 31 Dec 2025 | Direct | ||
| Mark E. Stoeckle | ADX | Common Stock | Other | 0 | 80,231 | 31 Dec 2025 | Direct | |||
| Jane Musser Nelson | ADX | Common Stock | Other | 8.79% | 487 | 6,026 | 31 Dec 2025 | By Trust | ||
| Frederic A. Escherich | ADX | Common Stock | Other | 0.09 | 52,512 | 31 Dec 2025 | Direct | |||
| Lauriann C. Kloppenburg | ADX | Common Stock | Other | 8.89% | 1,333 | 16,324 | 31 Dec 2025 | Direct | ||
| Mary Chris Jammet | ADX | Common Stock | Other | 8.88% | 841 | 10,316 | 31 Dec 2025 | Direct | ||
| Janis F. Kerns | ADX | Common Stock | Other | 15.2% | 6,822 | 51,669 | 31 Dec 2025 | Direct | ||
| Douglas Cotton Swindell | ADX | Common Stock | Other | 10.2% | 7,533 | 81,304 | 31 Dec 2025 | Direct | ||
| James P. Haynie | ADX | Common Stock | Other | 10.7% | 21,570 | 222,798 | 31 Dec 2025 | Direct | ||
| Brian S. Hook | ADX | Common Stock | Other | 0.27% | 124 | 45,783 | 31 Dec 2025 | By Trust | ||
| Brian S. Hook | ADX | Common Stock | Other | 4% | 1,757 | 45,659 | 31 Dec 2025 | Direct |
* marks a reported price that did not pass the local price check.