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, Q4 2024
Institutional positions in Abrdn Australia Equity Fund, Inc. as of Dec 31, 2024. 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
- 31
- 0 vs. Q3 2024
- Shares held
- 7.16M
- +400.2K (+5.9%) vs. Q3 2024
- Total value
- $30.0M
- −$1.68M (−5.3%) vs. Q3 2024
- New holders
- 8
- 9 more added
- Sold out
- 8
- 5 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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, Q4 2024
Shares, value and share of portfolio for each institution holding Abrdn Australia Equity Fund, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 3,384,336 | $14.2M | 0.02% | +485,633+16.8% | Added |
| 1607 Capital Partners, LLC | 2,301,525 | $9.64M | 0.77% | +24,712+1.1% | Added |
| Cetera Investment Advisers | 658,538 | $2.76M | 0.01% | +24,068+3.8% | Added |
| Morgan Stanley | 193,203 | $809.5K | 0.00% | −48,799−20.2% | Reduced |
| Advisor Group Holdings, Inc. | 106,006 | $444.2K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 87,675 | $367.4K | 0.01% | +54,876+167.3% | Added |
| LPL Financial LLC | 65,517 | $274.5K | 0.00% | −2,521−3.7% | Reduced |
| Shaker Financial Services, LLC | 62,545 | $270.4K | 0.10% | −1,450−2.3% | Reduced |
| Baird Financial Group, Inc. | 37,270 | $156.2K | 0.00% | +1,509+4.2% | Added |
| Bridgewealth Advisory Group, LLC | 29,815 | $133.1K | 0.04% | +864+3.0% | Added |
| Raymond James Financial Inc | 30,260 | $126.8K | 0.00% | +30,260 | New |
| Atria Wealth Solutions, Inc. | 23,972 | $100.4K | 0.00% | +23,972 | New |
| Citadel Advisors LLC | 23,755 | $99.5K | 0.00% | +2,365+11.1% | Added |
| Royal Bank of Canada | 23,582 | $99.0K | 0.00% | −1,722−6.8% | Reduced |
| Chatham Capital Group, Inc. | 16,313 | $68.4K | 0.01% | +16,313 | New |
| Wells Fargo & Company | 15,263 | $64.0K | 0.00% | +3,397+28.6% | Added |
| Belpointe Asset Management LLC | 13,102 | $58.8K | 0.00% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 11,813 | $51.0K | 0.02% | 00.0% | Unchanged |
| Sigma Planning Corp | 12,100 | $50.7K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 12,088 | $50.7K | 0.00% | +1,814+17.7% | Added |
| UBS Group AG | 11,556 | $48.4K | 0.00% | −17,640−60.4% | Reduced |
| Arete Wealth Advisors, LLC | 10,799 | $45.0K | 0.00% | +10,799 | New |
| US Bancorp | 7,544 | $31.6K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,265 | $26.3K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 5,167 | $21.6K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 4,476 | $18.8K | 0.00% | +4,476 | New |
| Rothschild Investment LLC | 3,644 | $15.3K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 500 | $2.10K | 0.00% | +500 | New |
| Eastern Bank | 6 | $25 | 0.00% | +6 | New |
| Huntington National Bank | 1 | $4 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $4 | 0.00% | +1 | New |
| NWF Advisory Services Inc. | 0 | $0 | 0.00% | −95,849−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −37,472−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −15,068−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −13,629−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −11,058−100.0% | Sold out |
| Covenant Partners, LLC | 0 | $0 | 0.00% | −10,993−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −29,172−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |