Liberty All Star Equity Fund
USA- Exchange
- NYSE
- SEC CIK
- 0000799195
No open-market purchases or sales by Liberty All Star Equity Fund insiders were filed in the last 90 days; 227 institutions reported holding it in 13F filings for Q2 2026, worth $375.8M in total; no superinvestor holds it.
13F holders, Q3 2025
Institutional positions in Liberty All Star Equity Fund as of Sep 30, 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
- 209
- +20 vs. Q2 2025
- Shares held
- 41.8M
- +7.05M (+20.3%) vs. Q2 2025
- Total value
- $265.9M
- +$28.5M (+12.0%) vs. Q2 2025
- New holders
- 34
- 88 more added
- Sold out
- 14
- 35 more reduced
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting USA 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 | 227 | $375.8M |
| Q1 2026 | 219 | $304.5M |
| Q4 2025 | 227 | $352.7M |
| Q3 2025 | 209 | $265.9M |
| Q2 2025 | 192 | $238.1M |
| Q1 2025 | 191 | $212.8M |
| Q4 2024 | 193 | $207.9M |
| Q3 2024 | 177 | $205.5M |
| Q2 2024 | 182 | $195.7M |
| Q1 2024 | 179 | $200.0M |
| Q4 2023 | 184 | $180.0M |
| Q3 2023 | 176 | $159.3M |
| Q2 2023 | 167 | $176.0M |
| Q1 2023 | 165 | $161.1M |
| Q4 2022 | 172 | $153.4M |
| Q3 2022 | 161 | $145.0M |
| Q2 2022 | 165 | $182.1M |
| Q1 2022 | 169 | $210.4M |
| Q4 2021 | 173 | $254.3M |
| Q3 2021 | 156 | $204.5M |
| Q2 2021 | 149 | $246.4M |
| Q1 2021 | 141 | $178.9M |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Liberty All Star Equity Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cornerstone Advisors, LLC | 1,035,627 | $6.57M | 0.22% | +658,380+174.5% | Added |
| Shaker Financial Services, LLC | 1,307,623 | $8.29M | 2.84% | +503,698+62.7% | Added |
| Janney Montgomery Scott LLC | 1,316,829 | $8.35M | 0.02% | +115,010+9.6% | Added |
| Ameriprise Financial Inc | 1,741,817 | $11.0M | 0.00% | −2520.0% | Reduced |
| Royal Bank of Canada | 2,015,842 | $12.8M | 0.00% | +34,740+1.8% | Added |
| Rivernorth Capital Management, LLC | 2,018,714 | $12.8M | 0.73% | +2,018,714 | New |
| Morgan Stanley | 3,409,523 | $21.6M | 0.00% | +3,091+0.1% | Added |
| Raymond James Financial Inc | 4,095,005 | $26.0M | 0.01% | +889,061+27.7% | Added |
| LPL Financial LLC | 4,651,450 | $29.5M | 0.01% | +115,427+2.5% | Added |
| Elequin Capital LP | 0 | $0 | 0.00% | −63,351−100.0% | Sold out |
| Annex Advisory Services, LLC | 0 | $0 | 0.00% | −30,914−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −28,419−100.0% | Sold out |
| Eclectic Associates Inc | 0 | $0 | 0.00% | −23,363−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −22,749−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −17,391−100.0% | Sold out |
| Lokken Investment Group LLC | 0 | $0 | 0.00% | −16,882−100.0% | Sold out |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −15,376−100.0% | Sold out |
| Kane Investment Management, Inc. | 0 | $0 | 0.00% | −14,855−100.0% | Sold out |
| Westbourne Investments, Inc. | 0 | $0 | 0.00% | −12,800−100.0% | Sold out |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −4,331−100.0% | Sold out |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,402−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −1,028−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | – | – | – | – | Not filed |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | Not filed |