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IAF

Abrdn Australia Equity Fund, Inc.
$12.66 +0.08 (+0.64%) At close · Jul 15
Market Cap
$119.97M
Shares
9,582,373

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 27
Total Value: $39,011,456
Total Shares: 3,218,768

Institutional Ownership Trend

2 quarters

Holder Concentration

Across 27 13F filers · Δ vs Dec 31, 2025
Top Holder
45.7%
Dec 2025 → Mar 2026 · range 45.7% – 54.3%
−8.6 pts
Top 5
93.1%
Dec 2025 → Mar 2026 · range 93.1% – 94.1%
−1.0 pts
Top 10
97.4%
Dec 2025 → Mar 2026 · range 97.4% – 98.1%
−0.7 pts
HHI
2,879
Dec 2025 → Mar 2026 · range 2,879 – 3,538
Highly concentrated−659

Quarterly Activity

vs Dec 31, 2025
New
4
Increased
13
Decreased
4
Sold Out
2
Unchanged
6
Holder count: +2
Institutional value: +2.1%
Shares held: +8.9%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mid Karpus Management, Inc. +459,225 711,187
Large Cetera Investment Advisers +45,332 308,366
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP +9,784 21,842
Mega PNC FINANCIAL SERVICES GROUP, INC. +5,235 11,288
Small NWF Advisory Services Inc. +2,034 36,527

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Small 1607 Capital Partners, LLC −152,830 459,489
Large Allspring Global Investments Holdings, LLC −134,443 1,471,026
Mega MORGAN STANLEY −2,044 47,760
Large OSAIC HOLDINGS, INC. −1,658 38,466

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mid Dakota Wealth Management 20,158 $244,314
Mid WOLVERINE ASSET MANAGEMENT LLC 11,096 $134,483
Mega RAYMOND JAMES FINANCIAL INC 10,979 $133,065
Mega JPMORGAN CHASE & CO 4 $48

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega BANK OF AMERICA CORP /DE/ 8,817 $113,915
Small SageView Advisory Group, LLC 3,139 $40,555
Filter: New 4 Increased 13 Reduced 4 Sold out 2 Unchanged 6
Showing 27 of 27
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Large Allspring Global Investments Holdings, LLC $17,828,835 45.70% 1,471,026
Mid Karpus Management, Inc. $8,619,586 22.10% 711,187
Small 1607 Capital Partners, LLC $5,569,006 14.28% 459,489
Large Cetera Investment Advisers $3,737,395 9.58% 308,366
Mega MORGAN STANLEY $578,851 1.48% 47,760
Large OSAIC HOLDINGS, INC. $466,207 1.20% 38,466
Small NWF Advisory Services Inc. $442,707 1.13% 36,527
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $264,725 0.68% 21,842
Mid Dakota Wealth Management $244,314 0.63% 20,158
Mega LPL Financial LLC $229,310 0.59% 18,920
Micro Advisory Advocates, LLC $140,034 0.36% 11,554
Micro Bridgewealth Advisory Group, LLC $138,374 0.35% 11,417
Mega PNC FINANCIAL SERVICES GROUP, INC. $136,810 0.35% 11,288
Mid WOLVERINE ASSET MANAGEMENT LLC $134,483 0.34% 11,096
Mega RAYMOND JAMES FINANCIAL INC $133,065 0.34% 10,979
Mega WELLS FARGO & COMPANY/MN $127,999 0.33% 10,561
Mega ROYAL BANK OF CANADA Bank $97,675 0.25% 8,059
Large NewEdge Advisors, LLC $29,924 0.08% 2,469
Small Golden State Wealth Management, LLC $29,766 0.08% 2,456
Small BROWN, LISLE/CUMMINGS, INC. $21,428 0.05% 1,768
Mid ROTHSCHILD INVESTMENT LLC $14,144 0.04% 1,167
Mega UBS Group AG $13,113 0.03% 1,082
Large CWM, LLC $7,926 0.02% 654
Small Triumph Capital Management $4,035 0.01% 333
Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $1,212 0.00% 100
Large US BANCORP \DE\ Bank $484 0.00% 40
Mega JPMORGAN CHASE & CO $48 0.00% 4
Key facts CIK 779336 CUSIP 003011111

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