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, Q1 2026
Institutional positions in Liberty All Star Equity Fund as of Mar 31, 2026. 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
- 219
- −4 vs. Q4 2025
- Shares held
- 55.1M
- −1.03M (−1.8%) vs. Q4 2025
- Total value
- $304.5M
- −$48.0M (−13.6%) vs. Q4 2025
- New holders
- 25
- 87 more added
- Sold out
- 29
- 55 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Liberty All Star Equity Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 38,831 | $215.5K | 0.02% | +2,032+5.5% | Added |
| Blue Bell Private Wealth Management, LLC | 37,216 | $206.5K | 0.03% | +10,416+38.9% | Added |
| Northern Trust Corp | 35,638 | $197.8K | 0.00% | +35,638 | New |
| Captrust Financial Advisors | 34,665 | $192.4K | 0.00% | +9,054+35.4% | Added |
| RSM US Wealth Management LLC | 33,246 | $184.5K | 0.00% | +22,277+203.1% | Added |
| Altus Wealth Group LLC | 31,769 | $176.3K | 0.07% | −370−1.2% | Reduced |
| Silver Oak Securities, Inc | 31,707 | $176.0K | 0.01% | +4,903+18.3% | Added |
| Quad-Cities Investment Group, LLC | 31,062 | $172.4K | 0.07% | −4,078−11.6% | Reduced |
| Onyx Bridge Wealth Group LLC | 30,949 | $171.8K | 0.02% | +1,997+6.9% | Added |
| Baird Financial Group, Inc. | 28,596 | $158.7K | 0.00% | −35,954−55.7% | Reduced |
| Astoria Portfolio Advisors LLC. | 27,254 | $158.1K | 0.03% | −6,224−18.6% | Reduced |
| Colony Group, LLC | 27,460 | $152.4K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 25,925 | $143.9K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 25,906 | $143.8K | 0.03% | −37,392−59.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 25,025 | $138.9K | 0.01% | −448−1.8% | Reduced |
| Ameritas Advisory Services, LLC | 24,975 | $138.6K | 0.01% | 00.0% | Unchanged |
| Next Level Wealth Planning, LLC | 22,605 | $125.5K | 0.06% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 22,348 | $124.0K | 0.00% | −21,442−49.0% | Reduced |
| Cushing Capital Partners, LLC | 22,044 | $122.3K | 0.09% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 21,259 | $118.0K | 0.00% | +8,546+67.2% | Added |
| Farther Finance Advisors, LLC | 20,567 | $115.8K | 0.00% | +466+2.3% | Added |
| TCG Advisory Services, LLC | 20,764 | $115.2K | 0.00% | +20,764 | New |
| Integrity Alliance, LLC. | 20,695 | $114.9K | 0.00% | +192+0.9% | Added |
| CoreCap Advisors, LLC | 19,722 | $109.5K | 0.00% | +155+0.8% | Added |
| Vista Investment Partners II, LLC | 19,525 | $108.4K | 0.05% | −350−1.8% | Reduced |
| Ingalls & Snyder LLC | 19,414 | $108.0K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 19,089 | $105.9K | 0.04% | +1,050+5.8% | Added |
| Ancora Advisors, LLC | 19,070 | $105.8K | 0.00% | +633+3.4% | Added |
| Sax Wealth Advisors, LLC | 16,760 | $105.3K | 0.01% | 00.0% | Unchanged |
| Smith Asset Management Co., LLC | 18,552 | $103.0K | 0.09% | −99−0.5% | Reduced |
| Manske Wealth Management | 18,519 | $102.8K | 0.03% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 18,180 | $100.9K | 0.02% | +10+0.1% | Added |
| Camden Capital, LLC | 17,824 | $98.9K | 0.01% | +980+5.8% | Added |
| Millennium Management LLC | 17,769 | $98.6K | 0.00% | −93,277−84.0% | Reduced |
| Mendel Capital Management LLC | 17,750 | $98.5K | 0.05% | +17,750 | New |
| CWM, LLC | 17,705 | $98.3K | 0.00% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 17,370 | $96.4K | 0.00% | +590+3.5% | Added |
| RFG Advisory, LLC | 16,901 | $93.8K | 0.00% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 16,715 | $92.8K | 0.03% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 16,612 | $92.2K | 0.00% | +1,067+6.9% | Added |
| WealthShield Partners, LLC | 16,454 | $91.3K | 0.01% | +92+0.6% | Added |
| Harbour Wealth Management Group, Inc. | 16,126 | $89.5K | 0.07% | +91+0.6% | Added |
| Stephens Inc | 15,974 | $88.7K | 0.00% | +807+5.3% | Added |
| Golden State Wealth Management, LLC | 15,762 | $87.5K | 0.01% | +867+5.8% | Added |
| Ameriflex Group, Inc. | 15,677 | $87.0K | 0.04% | +858+5.8% | Added |
| Wealthcare Advisory Partners LLC | 15,502 | $86.0K | 0.00% | −4,064−20.8% | Reduced |
| Community Financial Services Group, LLC | 15,118 | $85.1K | 0.01% | +15,118 | New |
| Graves-Light Private Wealth Management, Inc. | 15,000 | $83.3K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 14,933 | $82.9K | 0.01% | 00.0% | Unchanged |
| One Capital Management, LLC | 14,915 | $82.8K | 0.00% | −590−3.8% | Reduced |
| Concorde Asset Management, LLC | 14,850 | $82.4K | 0.04% | −6,290−29.8% | Reduced |
| XTX Topco Ltd | 14,624 | $81.2K | 0.00% | −233,438−94.1% | Reduced |
| StoneX Group Inc. | 14,297 | $79.3K | 0.00% | −68,844−82.8% | Reduced |
| Morris Retirement Advisors, LLC | 14,263 | $79.2K | 0.03% | +809+6.0% | Added |
| Stratos Wealth Partners, LTD. | 13,707 | $76.1K | 0.00% | +700+5.4% | Added |
| Shulman DeMeo Asset Management LLC | 13,348 | $74.1K | 0.02% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 13,064 | $72.5K | 0.04% | −6,936−34.7% | Reduced |
| Primoris Wealth Advisors, LLC | 12,501 | $69.4K | 0.05% | −413−3.2% | Reduced |
| Blue Rock Wealth Management LLC | 12,500 | $69.4K | 0.04% | +2,500+25.0% | Added |
| Bensler, LLC | 12,190 | $67.7K | 0.01% | −12,594−50.8% | Reduced |
| We Are One Seven, LLC | 12,019 | $66.7K | 0.00% | −3,486−22.5% | Reduced |
| EverSource Wealth Advisors, LLC | 12,000 | $66.6K | 0.00% | 00.0% | Unchanged |
| Decision Investments, Inc | 11,890 | $66.0K | 0.08% | +50+0.4% | Added |
| FMB Wealth Management | 11,719 | $65.0K | 0.03% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 10,897 | $64.4K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 11,521 | $63.9K | 0.00% | −4,519−28.2% | Reduced |
| Resources Investment Advisors, LLC. | 11,475 | $63.7K | 0.00% | −4,300−27.3% | Reduced |
| CIBC Bancorp USA Inc. | 11,325 | $62.9K | 0.00% | +11,325 | New |
| Accredited Investor Services, LLC | 11,214 | $62.2K | 0.04% | +11,214 | New |
| Silverlake Wealth Management LLC | 11,075 | $61.5K | 0.01% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 10,900 | $60.5K | 0.01% | +10,900 | New |
| Meridian Wealth Management, LLC | 10,851 | $60.2K | 0.00% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 10,770 | $59.8K | 0.00% | +10,770 | New |
| Integrity Advisory Solutions, LLC | 10,667 | $59.2K | 0.01% | +10,667 | New |
| Investmark Advisory Group LLC | 10,436 | $57.9K | 0.02% | +10,436 | New |
| Apollon Wealth Management, LLC | 10,432 | $57.9K | 0.00% | +10.0% | Added |
| Fifth Third Wealth Advisors LLC | 10,425 | $57.9K | 0.00% | 00.0% | Unchanged |
| Csenge Advisory Group | 10,229 | $56.8K | 0.00% | +10,229 | New |
| PCM Encore, LLC | 10,104 | $56.1K | 0.01% | +10,104 | New |
| PFG Investments, LLC | 10,036 | $55.7K | 0.00% | −20,757−67.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 8,891 | $49.3K | 0.01% | +6,554+280.4% | Added |
| Fifth Third Bancorp | 7,965 | $44.2K | 0.00% | +7,965 | New |
| Hazlett, Burt & Watson, Inc. | 7,595 | $42.0K | 0.01% | 00.0% | Unchanged |
| Crews Bank & Trust | 7,142 | $39.6K | 0.01% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 7,034 | $39.0K | 0.02% | +325+4.8% | Added |
| Osbon Capital Management LLC | 5,860 | $32.5K | 0.03% | +5,860 | New |
| Sound Income Strategies, LLC | 5,000 | $28.2K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 4,400 | $24.4K | 0.00% | +2,800+175.0% | Added |
| Harbour Investments, Inc. | 4,186 | $23.2K | 0.00% | +4,186 | New |
| WPG Advisers, LLC | 4,019 | $22.3K | 0.02% | +3,059+318.6% | Added |
| Kilter Group LLC | 4,000 | $22.2K | 0.01% | +4,000 | New |
| Colonial Trust Co | 3,867 | $21.8K | 0.00% | +3,867 | New |
| Parallel Advisors, LLC | 3,723 | $20.7K | 0.00% | +678+22.3% | Added |
| Noble Wealth Management PBC | 3,420 | $19.0K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 3,053 | $16.9K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 2,869 | $15.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,800 | $15.5K | 0.00% | +155+5.9% | Added |
| Community Bank, N.A. | 2,402 | $13.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,330 | $12.9K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 2,296 | $12.9K | 0.00% | 00.0% | Unchanged |