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, Q4 2025
Institutional positions in Liberty All Star Equity Fund as of Dec 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
- 227
- +21 vs. Q3 2025
- Shares held
- 56.1M
- +14.3M (+34.2%) vs. Q3 2025
- Total value
- $352.7M
- +$87.0M (+32.8%) vs. Q3 2025
- New holders
- 41
- 59 more added
- Sold out
- 20
- 66 more reduced
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Liberty All Star Equity Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 43,577 | $273.7K | 0.01% | −2,000−4.4% | Reduced |
| NWF Advisory Services Inc. | 42,131 | $264.6K | 0.03% | −14,394−25.5% | Reduced |
| Benjamin Edwards Inc | 41,515 | $260.7K | 0.00% | −1,758−4.1% | Reduced |
| Beacon Pointe Advisors, LLC | 41,322 | $259.5K | 0.00% | +308+0.8% | Added |
| AQR Capital Management LLC | 40,899 | $256.8K | 0.00% | +15,225+59.3% | Added |
| Two Sigma Securities, LLC | 39,853 | $250.3K | 0.03% | −366−0.9% | Reduced |
| WealthTrust Asset Management, LLC | 37,741 | $237.0K | 0.17% | −48,401−56.2% | Reduced |
| NBC Securities, Inc. | 36,799 | $231.1K | 0.02% | −1,572−4.1% | Reduced |
| Quad-Cities Investment Group, LLC | 35,140 | $220.7K | 0.09% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 32,139 | $201.8K | 0.08% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 33,478 | $199.2K | 0.05% | +1,239+3.8% | Added |
| PFG Investments, LLC | 30,793 | $193.4K | 0.01% | −32,203−51.1% | Reduced |
| Dakota Wealth Management | 29,055 | $182.5K | 0.00% | +29,055 | New |
| Onyx Bridge Wealth Group LLC | 28,952 | $181.8K | 0.02% | +85+0.3% | Added |
| Mercer Global Advisors Inc | 27,850 | $174.9K | 0.00% | −158−0.6% | Reduced |
| Colony Group, LLC | 27,460 | $172.5K | 0.00% | +27,460 | New |
| Silver Oak Securities, Inc | 26,804 | $169.9K | 0.01% | +13,106+95.7% | Added |
| Evolve Private Wealth, LLC | 26,436 | $168.9K | 0.01% | +26,436 | New |
| Blue Bell Private Wealth Management, LLC | 26,800 | $168.3K | 0.02% | +26,800 | New |
| Cary Street Partners Financial LLC | 25,925 | $162.8K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 25,611 | $160.8K | 0.00% | −2,399−8.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 25,473 | $160.0K | 0.01% | +25,473 | New |
| Ameritas Advisory Services, LLC | 24,975 | $156.8K | 0.01% | +18,905+311.4% | Added |
| Bensler, LLC | 24,784 | $155.6K | 0.02% | +9,189+58.9% | Added |
| Fisher Asset Management, LLC | 23,828 | $149.6K | 0.00% | +23,828 | New |
| Next Level Wealth Planning, LLC | 22,605 | $142.0K | 0.08% | 00.0% | Unchanged |
| Cushing Capital Partners, LLC | 22,044 | $138.4K | 0.10% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 21,140 | $132.8K | 0.05% | −1,390−6.2% | Reduced |
| Integrity Alliance, LLC. | 20,503 | $128.8K | 0.00% | −780−3.7% | Reduced |
| Farther Finance Advisors, LLC | 20,101 | $126.2K | 0.00% | −1,854−8.4% | Reduced |
| Kapstone Financial Advisors LLC | 20,000 | $125.6K | 0.06% | +1,500+8.1% | Added |
| Vista Investment Partners II, LLC | 19,875 | $124.8K | 0.05% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 19,567 | $122.9K | 0.00% | +10.0% | Added |
| Wealthcare Advisory Partners LLC | 19,566 | $122.9K | 0.00% | −1,103−5.3% | Reduced |
| Ingalls & Snyder LLC | 19,414 | $122.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 18,714 | $117.5K | 0.00% | 00.0% | Unchanged |
| Smith Asset Management Co., LLC | 18,651 | $117.1K | 0.10% | 00.0% | Unchanged |
| Manske Wealth Management | 18,519 | $116.3K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 18,437 | $115.8K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 18,170 | $114.1K | 0.02% | 00.0% | Unchanged |
| United Community Bank | 18,039 | $113.3K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 17,705 | $111.0K | 0.00% | 00.0% | Unchanged |
| RFG Advisory, LLC | 16,901 | $106.1K | 0.00% | −3,073−15.4% | Reduced |
| Camden Capital, LLC | 16,844 | $105.8K | 0.01% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 16,780 | $105.4K | 0.00% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 16,760 | $105.3K | 0.00% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 16,715 | $105.0K | 0.03% | −10,000−37.4% | Reduced |
| WealthShield Partners, LLC | 16,362 | $102.8K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 16,040 | $100.7K | 0.00% | −18−0.1% | Reduced |
| Harbour Wealth Management Group, Inc. | 16,035 | $100.7K | 0.08% | +16,035 | New |
| AlphaCore Capital LLC | 15,545 | $100.3K | 0.00% | −5,000−24.3% | Reduced |
| Resources Investment Advisors, LLC. | 15,775 | $99.1K | 0.00% | −5,300−25.1% | Reduced |
| We Are One Seven, LLC | 15,505 | $97.4K | 0.00% | +873+6.0% | Added |
| One Capital Management, LLC | 15,505 | $97.4K | 0.00% | +1,325+9.3% | Added |
| Stephens Inc | 15,167 | $95.2K | 0.00% | −12,538−45.3% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 15,000 | $94.2K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 14,933 | $93.8K | 0.01% | −965−6.1% | Reduced |
| Golden State Wealth Management, LLC | 14,895 | $93.5K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 14,819 | $93.1K | 0.05% | −11,501−43.7% | Reduced |
| Pensionmark Financial Group, LLC | 14,570 | $91.5K | 0.00% | +2,375+19.5% | Added |
| Steward Partners Investment Advisory, LLC | 13,903 | $87.3K | 0.00% | −29,876−68.2% | Reduced |
| Morris Retirement Advisors, LLC | 13,454 | $84.5K | 0.04% | −953−6.6% | Reduced |
| Shulman DeMeo Asset Management LLC | 13,348 | $83.8K | 0.02% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 13,050 | $82.0K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 13,007 | $81.7K | 0.00% | −1,500−10.3% | Reduced |
| Asset One Wealth Management LLC | 13,418 | $81.4K | 0.01% | +13,418 | New |
| Primoris Wealth Advisors, LLC | 12,914 | $81.1K | 0.05% | −583−4.3% | Reduced |
| Merit Financial Group, LLC | 12,713 | $79.8K | 0.00% | +2,701+27.0% | Added |
| EverSource Wealth Advisors, LLC | 12,000 | $75.4K | 0.00% | 00.0% | Unchanged |
| Decision Investments, Inc | 11,840 | $74.4K | 0.08% | +11,840 | New |
| Facet Wealth, Inc. | 12,097 | $73.8K | 0.00% | +12,097 | New |
| FMB Wealth Management | 11,719 | $73.6K | 0.03% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 10,969 | $71.4K | 0.00% | +10,969 | New |
| CIBC Private Wealth Group, LLC | 11,325 | $71.1K | 0.00% | 00.0% | Unchanged |
| Summit Financial, LLC | 11,166 | $70.3K | 0.00% | +1,081+10.7% | Added |
| Silverlake Wealth Management LLC | 11,075 | $69.6K | 0.02% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 10,897 | $68.4K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 10,851 | $68.1K | 0.00% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 11,000 | $66.5K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 10,431 | $65.5K | 0.00% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 10,425 | $65.5K | 0.00% | +10,425 | New |
| Level Four Advisory Services, LLC | 10,373 | $65.1K | 0.00% | −13,303−56.2% | Reduced |
| AE Wealth Management LLC | 10,020 | $62.9K | 0.00% | 00.0% | Unchanged |
| Blue Rock Wealth Management LLC | 10,000 | $62.8K | 0.04% | +10,000 | New |
| Comerica Bank | 8,189 | $51.4K | 0.00% | +149+1.9% | Added |
| Hazlett, Burt & Watson, Inc. | 7,595 | $48.0K | 0.02% | 00.0% | Unchanged |
| Crews Bank & Trust | 7,142 | $44.9K | 0.01% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 6,709 | $42.1K | 0.02% | −57−0.8% | Reduced |
| Eastern Bank | 6,300 | $39.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,871 | $36.9K | 0.00% | +5,871 | New |
| Sound Income Strategies, LLC | 5,000 | $31.8K | 0.00% | +971+24.1% | Added |
| Bryn Mawr Trust Co | 4,000 | $25.1K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 3,420 | $21.5K | 0.01% | +2,770+426.2% | Added |
| Hoey Investments, Inc | 3,053 | $19.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,045 | $19.1K | 0.00% | +416+15.8% | Added |
| Hilltop National Bank | 2,869 | $18.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,645 | $16.6K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 2,402 | $15.1K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 2,400 | $15.1K | 0.00% | +2,400 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,337 | $14.7K | 0.00% | +2,337 | New |