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

13F Institutional Holders and Ownership History for Q4 2025

Type / Class
Equity / Mutual Fund SH NEW
Symbol
IAF on NYSE
Shares outstanding
9,410,588
Price per share
$12.95
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
1,708,419
Total reported value
$22,072,324
% of total 13F portfolios
0%
Share change
+1,708,419
Value change
+$22,072,324
Number of holders
14
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of ABRDN AUSTRALIA EQUITY FUND, INC. - Mutual Fund SH NEW (IAF) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Allspring Global Investments Holdings, LLC 16% 1,552,747 Allspring Global Investments Holdings, LLC 31 Oct 2025

As of 31 Dec 2025, 14 institutional investors reported holding 1,708,419 shares of ABRDN AUSTRALIA EQUITY FUND, INC. - Mutual Fund SH NEW (IAF). This represents 18% of the company’s total 9,410,588 outstanding shares.

Top 14 Institutional Shareholders

The largest institutional shareholders of ABRDN AUSTRALIA EQUITY FUND, INC. - Mutual Fund SH NEW (IAF) together control 18% 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 17% 1,605,469 0.03% $20,742,659
MORGAN STANLEY 0.53% 49,804 0% $643,468
LPL Financial LLC 0.2% 18,692 0% $241,501
Bridgewealth Advisory Group, LLC 0.11% 10,780 0.03% $139,278
WELLS FARGO & COMPANY/MN 0.11% 10,279 0% $132,804
PNC Financial Services Group, Inc. 0.06% 6,053 0% $78,205
Golden State Wealth Management, LLC 0.02% 2,320 0% $29,974
BROWN, LISLE/CUMMINGS, INC. 0.02% 1,768 0.01% $22,843
ROTHSCHILD INVESTMENT LLC 0.01% 1,103 0% $14,251
UBS Group AG 0.01% 1,024 0% $13,230
CWM, LLC 0.01% 654 0% $8,000
Triumph Capital Management 0% 333 0% $4,302
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0% 100 0% $1,292
US BANCORP \DE\ 0% 40 0% $517

Institutional Holders of ABRDN AUSTRALIA EQUITY FUND, INC. - Mutual Fund SH NEW (IAF) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 1,708,419 $22,072,324 +$22,072,324 $12.92 14