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PEO · Adams Natural Resources Fund, Inc.

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$26.44 -0.23 (-0.86%) At close · Jul 28
Market Cap
$733.30M
Shares
27.50M

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.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 99
Total Value: $283,564,094
Total Shares: 10,570,934

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 100 13F filers
Top Holder
24.9%
Jun 2023 → Mar 2026 · range 22.3% – 53.5%
of institutional value
Top 5
67.4%
Jun 2023 → Mar 2026 · range 54.3% – 97.2%
of institutional value
Top 10
75.7%
Jun 2023 → Mar 2026 · range 73.7% – 100.0%
of institutional value
HHI
1,297
Jun 2023 → Mar 2026 · range 930 – 3,503
Broadly held
Showing 99 of 99
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mid ADAMS DIVERSIFIED EQUITY FUND, INC. $66,087,758 23.31% 2,673,453
Mid Saba Capital Management, L.P. $62,901,975 22.18% 2,262,661
Mega MORGAN STANLEY $35,423,092 12.49% 1,274,212
Large LAZARD ASSET MANAGEMENT LLC $14,094,766 4.97% 507,006
Mega ROYAL BANK OF CANADA Bank $11,862,732 4.18% 426,717
Mega RAYMOND JAMES FINANCIAL INC $6,653,540 2.35% 239,336
Large COHEN & STEERS, INC. $5,059,183 1.78% 181,985
Small Basepoint Wealth LLC $4,614,744 1.63% 165,998
Micro INTREPID FAMILY OFFICE LLC Family Office $4,336,800 1.53% 156,000
Large Verition Fund Management LLC $3,654,310 1.29% 131,450
Mega BANK OF AMERICA CORP /DE/ Bank $3,454,789 1.22% 124,273
Small FCA CORP /TX $3,288,906 1.16% 118,306
Large CAPSTONE INVESTMENT ADVISORS, LLC $3,162,555 1.12% 113,761
Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $3,151,324 1.11% 113,357
Mid Advisors Asset Management, Inc. $2,835,544 1.00% 101,998
Mid NORTH STAR ASSET MANAGEMENT INC $2,447,206 0.86% 88,029
Small Whitener Capital Management, Inc. $2,240,027 0.79% 90,616
Mega LPL Financial LLC $2,228,336 0.79% 80,156
Mega FIRST TRUST ADVISORS LP $2,153,666 0.76% 77,470
Mid SPROTT INC. $2,133,427 0.75% 76,742
Small CSS LLC/IL $2,070,961 0.73% 74,495
Large Pathstone Holdings, LLC $2,023,922 0.71% 72,803
Mid D.A. DAVIDSON & CO. $1,857,361 0.66% 75,136
Mid UHLMANN PRICE SECURITIES, LLC Broker-Dealer $1,734,503 0.61% 70,166
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1,530,019 0.54% 61,894
Small Uncommon Cents Investing LLC $1,519,513 0.54% 61,469
Large Cambridge Investment Research Advisors, Inc. $1,379,895 0.49% 55,821
Large JONES FINANCIAL COMPANIES LLLP $1,366,759 0.48% 49,164
Mid NATIONS FINANCIAL GROUP INC, /IA/ /ADV $1,249,892 0.44% 50,562
Mid BURNEY CO/ $1,224,109 0.43% 49,519
Mega WELLS FARGO & COMPANY/MN $1,193,675 0.42% 42,938
Large STIFEL FINANCIAL CORP $1,192,675 0.42% 42,902
Small St. James Investment Company, LLC $1,075,582 0.38% 38,690
Mega MILLENNIUM MANAGEMENT LLC $1,068,771 0.38% 38,445
Mid PRINCIPAL SECURITIES, INC. Broker-Dealer $1,062,238 0.37% 38,210
Mid Wealthcare Advisory Partners LLC $1,042,664 0.37% 42,179
Small ROBERTS GLORE & CO INC /IL/ $1,005,665 0.35% 36,175
Large Kestra Advisory Services, LLC $967,412 0.34% 34,799
Mid WOLVERINE ASSET MANAGEMENT LLC $953,679 0.34% 34,305
Large HighTower Advisors, LLC $879,453 0.31% 31,635
Large Calamos Advisors LLC $838,253 0.30% 30,153
Large Cetera Investment Advisers $824,909 0.29% 29,673
Large COMMONWEALTH EQUITY SERVICES, LLC $791,549 0.28% 28,473
Micro Navis Wealth Advisors, LLC $779,317 0.27% 28,033
Micro Walsh & Associates, LLC $777,987 0.27% 31,472
Mega UBS Group AG $758,467 0.27% 27,283
Large Baird Financial Group, Inc. $748,320 0.26% 26,918
Mid EVOLVE PRIVATE WEALTH, LLC $717,907 0.25% 25,824
Mid Kovack Advisors, Inc. $671,425 0.24% 24,152
Large GUGGENHEIM CAPITAL LLC $611,655 0.22% 22,002
Small CULLEN INVESTMENT GROUP, LTD. $610,559 0.22% 24,699
Mid LEVEL FOUR ADVISORY SERVICES, LLC $588,275 0.21% 21,161
Large Allspring Global Investments Holdings, LLC $582,882 0.21% 20,967
Mega JANE STREET GROUP, LLC $559,112 0.20% 20,112
Large OSAIC HOLDINGS, INC. $509,768 0.18% 18,337
Mid ALTA CAPITAL MANAGEMENT LLC/ $444,800 0.16% 16,000
Mid Moors & Cabot, Inc. $390,729 0.14% 14,055
Mid Concurrent Investment Advisors, LLC $340,023 0.12% 13,755
Mid NorthRock Partners, LLC $315,808 0.11% 11,360
Small SeaCrest Wealth Management, LLC $311,472 0.11% 12,600
Large Focus Partners Wealth $278,472 0.10% 10,017
Small SEARLE & CO. $253,478 0.09% 10,254
Large NewEdge Advisors, LLC $241,776 0.09% 8,697
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $236,689 0.08% 8,514
Small JFS WEALTH ADVISORS, LLC $231,601 0.08% 9,369
Large CIBC Bancorp USA Inc. Bank $224,929 0.08% 8,091
Mid XTX Topco Ltd $216,589 0.08% 7,791
Mid Joel Isaacson & Co., LLC $211,836 0.07% 7,620
Small ALTFEST L J & CO INC $205,747 0.07% 7,401
Small Sunbelt Securities, Inc. Broker-Dealer $152,900 0.05% 5,500
Mid Farther Finance Advisors, LLC $133,117 0.05% 5,385
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $124,154 0.04% 4,466
Mega JPMORGAN CHASE & CO $94,686 0.03% 3,406
Mega PNC FINANCIAL SERVICES GROUP, INC. $70,890 0.02% 2,550
Large FIFTH THIRD BANCORP Bank $63,773 0.02% 2,294
Large CWM, LLC $62,244 0.02% 2,239
Mid Geneos Wealth Management Inc. $52,152 0.02% 1,876
Mid EverSource Wealth Advisors, LLC $46,300 0.02% 1,873
Small Hilltop National Bank Bank $41,900 0.01% 1,695
Small NBC SECURITIES, INC. Broker-Dealer $31,542 0.01% 1,276
Mid LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA $30,802 0.01% 1,108
Mid Advisory Services Network, LLC $30,329 0.01% 1,091
Small Pinnacle Wealth Planning Services, Inc. $28,661 0.01% 1,031
Micro ZAZOVE ASSOCIATES LLC $24,398 0.01% 987
Small BARRETT & COMPANY, INC. $19,776 0.01% 800
Small Parkside Financial Bank & Trust Bank $18,959 0.01% 682
Small HAGER INVESTMENT MANAGEMENT SERVICES, LLC $14,387 0.01% 582
Micro WPG Advisers, LLC $12,593 0.00% 453
Small Cape Investment Advisory, Inc. $12,186 0.00% 493
Small Community Financial Services Group, LLC $9,888 0.00% 400
Mid Atlantic Union Bankshares Corp $8,340 0.00% 300
Mid Ancora Advisors LLC $5,560 0.00% 200
Mega BlackRock, Inc. $4,726 0.00% 170
Small Elevated Capital Advisors, LLC $3,892 0.00% 140
Small AdvisorNet Financial, Inc $3,782 0.00% 153
Micro Mosley Wealth Management $2,200 0.00% 89
Small Root Financial Partners, LLC $1,473 0.00% 53
Mid WHITTIER TRUST CO OF NEVADA INC Bank $389 0.00% 14
Large Rockefeller Capital Management L.P. $333 0.00% 12
Key facts CIK 216851 CUSIP 00548F105 13F (30d) 27 filings 27 filers Visit website

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