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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $4 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $4 | 0.00% | +1 | New |
| Eastern Bank | 6 | $25 | 0.00% | +6 | New |
| Lee Danner & Bass Inc | 500 | $2.10K | 0.00% | +500 | New |
| Rothschild Investment LLC | 3,644 | $15.3K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 4,476 | $18.8K | 0.00% | +4,476 | New |
| Brown, Lisle/Cummings, Inc. | 5,167 | $21.6K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,265 | $26.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 7,544 | $31.6K | 0.00% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 10,799 | $45.0K | 0.00% | +10,799 | New |
| UBS Group AG | 11,556 | $48.4K | 0.00% | −17,640−60.4% | Reduced |
| Bank of America Corp | 12,088 | $50.7K | 0.00% | +1,814+17.7% | Added |
| Sigma Planning Corp | 12,100 | $50.7K | 0.00% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 11,813 | $51.0K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 13,102 | $58.8K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 15,263 | $64.0K | 0.00% | +3,397+28.6% | Added |
| Chatham Capital Group, Inc. | 16,313 | $68.4K | 0.01% | +16,313 | New |
| Royal Bank of Canada | 23,582 | $99.0K | 0.00% | −1,722−6.8% | Reduced |
| Citadel Advisors LLC | 23,755 | $99.5K | 0.00% | +2,365+11.1% | Added |
| Atria Wealth Solutions, Inc. | 23,972 | $100.4K | 0.00% | +23,972 | New |
| Raymond James Financial Inc | 30,260 | $126.8K | 0.00% | +30,260 | New |
| Bridgewealth Advisory Group, LLC | 29,815 | $133.1K | 0.04% | +864+3.0% | Added |
| Baird Financial Group, Inc. | 37,270 | $156.2K | 0.00% | +1,509+4.2% | Added |
| Shaker Financial Services, LLC | 62,545 | $270.4K | 0.10% | −1,450−2.3% | Reduced |
| LPL Financial LLC | 65,517 | $274.5K | 0.00% | −2,521−3.7% | Reduced |
| Wolverine Asset Management LLC | 87,675 | $367.4K | 0.01% | +54,876+167.3% | Added |
| Advisor Group Holdings, Inc. | 106,006 | $444.2K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 193,203 | $809.5K | 0.00% | −48,799−20.2% | Reduced |
| Cetera Investment Advisers | 658,538 | $2.76M | 0.01% | +24,068+3.8% | Added |
| 1607 Capital Partners, LLC | 2,301,525 | $9.64M | 0.77% | +24,712+1.1% | Added |
| Allspring Global Investments Holdings, LLC | 3,384,336 | $14.2M | 0.02% | +485,633+16.8% | Added |
| 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 |