Security Snapshot

ABRDN AUSTRALIA EQUITY FUND, INC. - Mutual Fund SH NEW (IAF) Institutional Ownership

CUSIP: 003011111

13F Institutional Holders and Ownership History from Q4 2025 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

27

Shares (Excl. Options)

3,218,768

Price

$12.12

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+265,876
Value change
+$3,215,370
Number of holders
27
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
9,552,117
SEC-reported price per share
$12.89
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • IAF - ABRDN AUSTRALIA EQUITY FUND, INC. - Mutual Fund SH NEW is tracked under CUSIP 003011111.
  • 27 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 25 to 27 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $38,191,944 to $39,011,793.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 27 institutions filings for Q1 2026.

Open SEC evidence

Security key

003011111

Latest holder period

Q1 2026

13F holders

27

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
IAF
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Allspring Global Investments Holdings, LLC 15% -6.5% $21,035,672 -$1,168,610 1,471,026 -5.3% Allspring Global Investments Holdings, LLC 31 Mar 2026

As of 31 Mar 2026, 27 institutional investors reported holding 3,218,768 shares of ABRDN AUSTRALIA EQUITY FUND, INC. - Mutual Fund SH NEW (IAF). This represents 34% of the company’s total 9,552,117 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
34%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Allspring Global Investments Holdings, LLC 15% 1,471,026 -8.4% 0.03% $17,828,835
Karpus Management, Inc. 7.4% 711,187 +182% 0.27% $8,619,586
1607 Capital Partners, LLC 4.8% 459,489 -25% 0.4% $5,569,007
Cetera Investment Advisers 3.2% 308,366 +17% 0% $3,737,396
MORGAN STANLEY 0.5% 47,760 -4.1% 0% $578,851
OSAIC HOLDINGS, INC. 0.4% 38,466 -4.1% 0% $466,207
NWF Advisory Services Inc. 0.38% 36,527 +5.9% 0.05% $442,708
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.23% 21,842 +81% 0% $264,725
Dakota Wealth Management 0.21% 20,158 0.01% $244,315
LPL Financial LLC 0.2% 18,920 +1.2% 0% $229,314
Advisory Advocates, LLC 0.12% 11,554 0% 0.14% $140,034
Bridgewealth Advisory Group, LLC 0.12% 11,417 +5.9% 0.03% $138,374
PNC FINANCIAL SERVICES GROUP, INC. 0.12% 11,288 +86% 0% $136,811
WOLVERINE ASSET MANAGEMENT LLC 0.12% 11,096 0% $134,484
RAYMOND JAMES FINANCIAL INC 0.11% 10,979 0% $133,062
WELLS FARGO & COMPANY/MN 0.11% 10,561 +2.7% 0% $128,000
ROYAL BANK OF CANADA 0.08% 8,059 +3.6% 0% $98,000
NewEdge Advisors, LLC 0.03% 2,469 +5.9% 0% $29,924
Golden State Wealth Management, LLC 0.03% 2,456 +5.9% 0% $29,767
BROWN, LISLE/CUMMINGS, INC. 0.02% 1,768 0% 0.01% $21,428
ROTHSCHILD INVESTMENT LLC 0.01% 1,167 +5.8% 0% $14,144
UBS Group AG 0.01% 1,082 +5.7% 0% $13,114
CWM, LLC 0.01% 654 0% 0% $7,926
Triumph Capital Management 0% 333 0% 0% $4,036
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0% 100 0% 0% $1,212

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
2
Latest
Q1 2026
Rows shown
1-2 of 2
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 3,218,768 $39,011,793 +$3,215,370 $12.12 27
2025 Q4 2,956,031 $38,191,944 +$38,042,666 $12.92 25
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