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 2025
Institutional positions in Abrdn Australia Equity Fund, Inc. as of Mar 31, 2025. 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
- 29
- −2 vs. Q4 2024
- Shares held
- 7.53M
- +371.9K (+5.2%) vs. Q4 2024
- Total value
- $30.3M
- +$332.1K (+1.1%) vs. Q4 2024
- New holders
- 3
- 10 more added
- Sold out
- 5
- 9 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Abrdn Australia Equity Fund, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $4 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 6 | $24 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3,142 | $12.7K | 0.00% | −502−13.8% | Reduced |
| Golden State Wealth Management, LLC | 4,609 | $18.6K | 0.00% | +133+3.0% | Added |
| Brown, Lisle/Cummings, Inc. | 5,167 | $20.8K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,643 | $26.8K | 0.00% | +378+6.0% | Added |
| Bank of America Corp | 7,356 | $29.6K | 0.00% | −4,732−39.1% | Reduced |
| US Bancorp | 7,544 | $30.4K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 10,169 | $41.0K | 0.00% | −1,387−12.0% | Reduced |
| Sollinda Capital Management LLC | 10,507 | $42.3K | 0.01% | +10,507 | New |
| Arete Wealth Advisors, LLC | 10,669 | $43.0K | 0.00% | −130−1.2% | Reduced |
| Atria Wealth Solutions, Inc. | 11,336 | $45.7K | 0.00% | −12,636−52.7% | Reduced |
| Sigma Planning Corp | 12,100 | $48.8K | 0.00% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 11,813 | $49.0K | 0.02% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 12,423 | $50.1K | 0.01% | −3,890−23.8% | Reduced |
| Belpointe Asset Management LLC | 13,102 | $52.8K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 20,130 | $81.1K | 0.00% | +20,130 | New |
| Royal Bank of Canada | 24,837 | $100.0K | 0.00% | +1,255+5.3% | Added |
| Citadel Advisors LLC | 25,807 | $104.0K | 0.00% | +2,052+8.6% | Added |
| Wells Fargo & Company | 31,249 | $125.9K | 0.00% | +15,986+104.7% | Added |
| Raymond James Financial Inc | 31,259 | $126.0K | 0.00% | +999+3.3% | Added |
| LPL Financial LLC | 60,763 | $244.9K | 0.00% | −4,754−7.3% | Reduced |
| Shaker Financial Services, LLC | 75,045 | $302.4K | 0.12% | +12,500+20.0% | Added |
| NWF Advisory Services Inc. | 98,328 | $396.3K | 0.06% | +98,328 | New |
| Advisor Group Holdings, Inc. | 116,717 | $470.4K | 0.00% | +10,711+10.1% | Added |
| Morgan Stanley | 187,551 | $755.8K | 0.00% | −5,652−2.9% | Reduced |
| Cetera Investment Advisers | 689,163 | $2.78M | 0.01% | +30,625+4.7% | Added |
| 1607 Capital Partners, LLC | 2,283,372 | $9.20M | 0.74% | −18,153−0.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,759,722 | $15.2M | 0.03% | +375,386+11.1% | Added |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −87,675−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −37,270−100.0% | Sold out |
| Bridgewealth Advisory Group, LLC | 0 | $0 | 0.00% | −29,815−100.0% | Sold out |
| Lee Danner & Bass Inc | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |