Institutional Ownership
Adam Nat Res Fd Inc
CUSIP 00548F105COMPEOQ1 2026
Institutional Holders
98
13F filers
Shares Held
10.53M
Aggregate institutional
Institutional Value
$286.35M
Q1 2026
Net New Holders
+17
22 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions22
Increased45
Decreased19
Sold out5
Institutional Holders
98 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Adams Diversified Equity Fund, Inc. | 2.62M | $72.89M | +49.2K | Added |
| 2 | Saba Capital Management, L.P. | 2.26M | $62.90M | −435.6K | Reduced |
| 3 | Morgan Stanley | 1.27M | $35.42M | +295.9K | Added |
| 4 | Lazard Asset Management LLC | 507.0K | $14.09M | −2.0K | Reduced |
| 5 | Royal Bank Of Canada | 426.7K | $11.86M | −92.7K | Reduced |
| 6 | Raymond James Financial Inc | 239.3K | $6.65M | +12.6K | Added |
| 7 | Basepoint Wealth LLC | 166.0K | $4.61M | −959 | Reduced |
| 8 | Intrepid Family Office LLC | 156.0K | $4.34M | +2.6K | Added |
| 9 | Verition Fund Management LLC | 131.4K | $3.65M | −17.6K | Reduced |
| 10 | Bank Of America Corp /De/ | 124.3K | $3.45M | +1.1K | Added |
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