Abrdn Australia Equity Fund, Inc.
IAF- Exchange
- NYSE
- SEC CIK
- 0000779336
No open-market purchases or sales by Abrdn Australia Equity Fund, Inc. insiders were filed in the last 90 days; 29 institutions reported holding it in 13F filings for Q2 2026, worth $40.8M in total; no superinvestor holds it.
13F holders, Q1 2022
Institutional positions in Abrdn Australia Equity Fund, Inc. as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 28
- +3 vs. Q4 2021
- Shares held
- 1.50M
- −344.5K (−18.6%) vs. Q4 2021
- Total value
- $9.46M
- −$1.73M (−15.4%) vs. Q4 2021
- New holders
- 6
- 12 more added
- Sold out
- 3
- 6 more reduced
Compare with Q4 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IAF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 29 | $40.8M |
| Q1 2026 | 28 | $39.0M |
| Q4 2025 | 26 | $38.2M |
| Q3 2025 | 27 | $37.0M |
| Q2 2025 | 29 | $34.9M |
| Q1 2025 | 29 | $30.3M |
| Q4 2024 | 31 | $30.0M |
| Q3 2024 | 32 | $31.8M |
| Q2 2024 | 31 | $27.6M |
| Q1 2024 | 37 | $27.3M |
| Q4 2023 | 33 | $21.8M |
| Q3 2023 | 30 | $16.9M |
| Q2 2023 | 28 | $15.7M |
| Q1 2023 | 34 | $12.2M |
| Q4 2022 | 33 | $10.1M |
| Q3 2022 | 27 | $6.05M |
| Q2 2022 | 24 | $6.28M |
| Q1 2022 | 28 | $9.46M |
| Q4 2021 | 25 | $11.2M |
| Q3 2021 | 28 | $11.5M |
| Q2 2021 | 24 | $17.5M |
| Q1 2021 | 22 | $23.4M |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Abrdn Australia Equity Fund, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | 821,065 | $5.16M | 0.30% | −342,403−29.4% | Reduced |
| Davenport & Co LLC | 144,837 | $911.0K | 0.01% | +7,336+5.3% | Added |
| Morgan Stanley | 88,235 | $555.0K | 0.00% | +12,884+17.1% | Added |
| Advisor Group Holdings, Inc. | 75,959 | $476.0K | 0.00% | +3,590+5.0% | Added |
| Guggenheim Capital LLC | 72,333 | $455.0K | 0.00% | −3,371−4.5% | Reduced |
| LPL Financial LLC | 58,065 | $365.0K | 0.00% | +18,356+46.2% | Added |
| Stratos Wealth Partners, LTD. | 47,136 | $296.0K | 0.01% | +47,136 | New |
| Cetera Investment Advisers | 42,414 | $267.0K | 0.00% | +7,741+22.3% | Added |
| Shaker Financial Services, LLC | 28,173 | $177.0K | 0.07% | −15,563−35.6% | Reduced |
| Raymond James & Associates | 20,388 | $128.0K | 0.00% | −1,091−5.1% | Reduced |
| Avidian Wealth Solutions, LLC | 20,269 | $127.0K | 0.01% | +2,875+16.5% | Added |
| UBS Group AG | 15,588 | $98.0K | 0.00% | −3,049−16.4% | Reduced |
| Sigma Planning Corp | 12,821 | $81.0K | 0.00% | −5,100−28.5% | Reduced |
| Creative Planning | 12,407 | $78.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 12,053 | $75.0K | 0.00% | +12,053 | New |
| West Michigan Advisors, LLC | 11,179 | $70.0K | 0.05% | 00.0% | Unchanged |
| Wells Fargo & Company | 6,509 | $41.0K | 0.00% | +2,040+45.6% | Added |
| US Bancorp | 6,225 | $39.0K | 0.00% | +316+5.3% | Added |
| Fortitude Advisory Group L.L.C. | 3,513 | $22.0K | 0.01% | +934+36.2% | Added |
| Money Concepts Capital Corp | 2,511 | $16.0K | 0.00% | +2,511 | New |
| Royal Bank of Canada | 1,425 | $9.00K | 0.00% | +3+0.2% | Added |
| Bank of America Corp | 862 | $5.00K | 0.00% | +623+260.7% | Added |
| Geneos Wealth Management Inc. | 614 | $3.00K | 0.00% | +614 | New |
| Global Retirement Partners, LLC | 106 | $1.00K | 0.00% | +4+3.9% | Added |
| Cornerstone Management, Inc. | 4 | $26 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1 | $0 | 0.00% | +1 | New |
| The PNC Financial Services Group, Inc. | 7 | $0 | 0.00% | +7 | New |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −45,342−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −44,627−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |