Q3 2025 13F Holders as of 9/30/2025
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Type / Class
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Equity / SH BEN INT
-
Number of holders
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202
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Total 13F shares, excl. options
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41M
-
Shares change
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+6.75M
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Total reported value, excl. options
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$260M
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Value change
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+$42.7M
-
Number of buys
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119
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Number of sells
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-48
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Price
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$6.34
Significant Holders of LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA) as of Q3 2025
216 filings reported holding USA - LIBERTY ALL STAR EQUITY FUND - SH BEN INT as of Q3 2025.
LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA) has 202 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 41M shares
.
Largest 10 shareholders include LPL Financial LLC (4.65M shares), RAYMOND JAMES FINANCIAL INC (4.1M shares), MORGAN STANLEY (3.41M shares), RIVERNORTH CAPITAL MANAGEMENT, LLC (2.02M shares), ROYAL BANK OF CANADA (2.02M shares), AMERIPRISE FINANCIAL INC (1.74M shares), Janney Montgomery Scott LLC (1.32M shares), Shaker Financial Services, LLC (1.31M shares), Cornerstone Advisors, LLC (1.04M shares), and Penserra Capital Management LLC (976K shares).
This table shows the top 202 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.