ABRDN AUSTRALIA EQUITY FUND, INC. - Common Stock (IAF) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
IAF on NYSE
Shares outstanding
27,405,303
Price per share
$4.40
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
8,062,819
Total reported value
$37,012,544
% of total 13F portfolios
0%
Share change
+259,192
Value change
+$1,230,818
Number of holders
27
Price from insider filings
$4.40
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of ABRDN AUSTRALIA EQUITY FUND, INC. - Common Stock (IAF) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
1607 Capital Partners, LLC 7.1% $8,918,535 1,943,036 1607 Capital Partners, LLC 30 Sep 2025

As of 30 Sep 2025, 27 institutional investors reported holding 8,062,819 shares of ABRDN AUSTRALIA EQUITY FUND, INC. - Common Stock (IAF). This represents 29% of the company’s total 27,405,303 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of ABRDN AUSTRALIA EQUITY FUND, INC. - Common Stock (IAF) together control 29% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Allspring Global Investments Holdings, LLC 16% 4,490,128 +13% 0.03% $20,609,688
1607 Capital Partners, LLC 7.1% 1,943,036 -6.7% 0.67% $8,918,535
Cetera Investment Advisers 2.8% 761,481 +6% 0% $3,495,199
MORGAN STANLEY 0.66% 179,775 -1.6% 0% $825,168
Karpus Management, Inc. 0.59% 162,446 0.02% $745,627
OSAIC HOLDINGS, INC. 0.46% 125,500 +2.4% 0% $580,481
Shaker Financial Services, LLC 0.32% 87,045 0% 0.14% $399,537
LPL Financial LLC 0.22% 59,701 -2.2% 0% $274,027
RAYMOND JAMES FINANCIAL INC 0.12% 32,788 -0.61% 0% $150,497
Bridgewealth Advisory Group, LLC 0.12% 32,344 +2.6% 0.03% $148,461
BANK OF AMERICA CORP /DE/ 0.12% 32,032 +164% 0% $147,028
WELLS FARGO & COMPANY/MN 0.11% 31,029 -1.4% 0% $142,424
ROYAL BANK OF CANADA 0.08% 22,926 -9.2% 0% $105,000
CITADEL ADVISORS LLC 0.07% 18,644 0% $85,576
Belpointe Asset Management LLC 0.05% 13,102 0% 0% $60,138
Sigma Planning Corp 0.04% 12,100 0% 0% $55,539
WEST MICHIGAN ADVISORS, LLC 0.04% 11,813 0% 0.01% $54,222
Sollinda Capital Management LLC 0.04% 11,071 +2.6% 0.01% $50,814
UBS Group AG 0.04% 10,898 -16% 0% $50,022
NewEdge Advisors, LLC 0.03% 6,998 +2.6% 0% $32,120
Golden State Wealth Management, LLC 0.03% 6,962 +2.6% 0% $31,956
BROWN, LISLE/CUMMINGS, INC. 0.02% 5,306 +2.7% 0.01% $24,355
ROTHSCHILD INVESTMENT LLC 0.01% 3,309 +2.6% 0% $15,188
CWM, LLC 0.01% 1,962 0% $9,000
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0% 300 0% $1,377

Institutional Holders of ABRDN AUSTRALIA EQUITY FUND, INC. - Common Stock (IAF) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 0 $0 -$20,660,502 $4.40 0
2025 Q3 8,062,819 $37,012,544 +$1,230,818 $4.59 27
2025 Q2 7,803,627 $34,882,373 +$1,250,858 $4.47 29
2025 Q1 7,530,486 $30,349,360 +$1,465,663 $4.03 29
2024 Q4 7,158,596 $30,017,313 +$1,600,075 $4.19 31
2024 Q3 6,745,965 $31,773,312 +$1,983,892 $4.71 31
2024 Q2 6,375,181 $27,605,054 -$169,283 $4.33 31
2024 Q1 6,418,697 $27,343,660 +$5,888,964 $4.26 37
2023 Q4 5,034,012 $21,805,072 +$3,226,011 $4.33 33
2023 Q3 4,280,910 $16,909,622 +$2,553,035 $3.95 30
2023 Q2 3,633,014 $15,659,049 +$3,683,689 $4.31 27
2023 Q1 2,776,697 $12,189,269 +$2,080,097 $4.39 32
2022 Q4 2,300,273 $10,105,560 +$3,427,240 $4.39 32
2022 Q3 1,500,633 $6,047,017 +$552,225 $4.03 23
2022 Q2 1,360,583 $6,274,019 -$752,103 $4.61 22
2022 Q1 1,503,846 $9,454,026 -$2,152,238 $6.29 23
2021 Q4 1,848,860 $11,185,025 -$990,041 $6.05 23
2021 Q3 1,955,289 $11,521,000 -$4,463,930 $5.90 25
2021 Q2 2,703,890 $17,467,000 -$8,488,790 $6.46 21
2021 Q1 4,018,151 $23,443,000 -$199,419 $5.83 19
2020 Q4 4,076,874 $21,484,000 +$3,754,958 $5.27 22
2020 Q3 3,411,152 $15,213,000 +$1,925,633 $4.46 20
2020 Q2 2,979,242 $13,313,000 +$1,479,760 $4.46 22
2020 Q1 2,658,258 $10,366,000 +$2,004,952 $3.90 23
2019 Q4 2,094,661 $11,328,000 +$511,758 $5.41 23
2019 Q3 2,000,376 $10,441,000 +$879,907 $5.22 24
2019 Q2 1,827,208 $10,013,000 +$1,860,470 $5.48 23
2019 Q1 1,488,592 $8,063,000 -$831,453 $5.41 25
2018 Q4 1,651,464 $7,845,000 +$571,375 $4.75 30
2018 Q3 1,522,292 $9,087,000 -$1,177,114 $5.96 28
2018 Q2 1,718,249 $10,738,000 -$1,263,781 $6.25 26
2018 Q1 1,921,118 $11,604,000 -$1,788,605 $6.04 24
2017 Q4 2,213,047 $14,095,000 -$2,500,593 $6.37 30
2017 Q3 2,602,479 $16,107,000 -$2,281,465 $6.19 27
2017 Q2 2,983,173 $18,169,411 -$3,534,275 $6.09 33
2017 Q1 3,536,279 $21,434,000 -$1,358,581 $6.06 31
2016 Q4 3,784,189 $20,568,000 -$959,020 $5.42 29
2016 Q3 3,940,498 $22,947,000 +$6,218,654 $5.83 29
2016 Q2 2,874,913 $16,196,361 -$5,641,536 $5.64 28
2016 Q1 3,879,946 $21,484,000 +$3,797 $5.56 29
2015 Q4 4,042,639 $21,930,000 +$1,760,566 $5.45 38
2015 Q3 3,443,972 $18,486,000 +$2,107,434 $5.36 32
2015 Q2 3,194,409 $20,515,004 -$146,586 $6.43 32
2015 Q1 3,192,604 $22,799,300 +$414,081 $7.15 34
2014 Q4 3,057,830 $20,947,208 +$6,303,881 $6.84 40
2014 Q3 2,189,573 $17,127,921 +$2,746,550 $7.81 33
2014 Q2 1,753,644 $15,910,340 +$1,216,774 $9.08 27
2014 Q1 1,604,348 $14,475,313 -$924,333 $9.03 26