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
+$1,230,816
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 +$1,230,816 $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 $30,070,932 +$2,051,526 $4.19 31
2024 Q3 6,650,114 $31,321,850 +$1,972,351 $4.71 30
2024 Q2 6,281,780 $27,200,626 -$155,833 $4.33 30
2024 Q1 6,322,189 $26,932,536 +$5,479,821 $4.26 36
2023 Q4 5,034,012 $21,805,072 +$2,975,663 $4.33 33
2023 Q3 4,142,461 $16,362,748 +$2,525,533 $3.95 29
2023 Q2 3,633,014 $15,659,049 +$3,683,690 $4.31 27
2023 Q1 2,776,697 $12,189,269 +$2,079,314 $4.39 32
2022 Q4 2,204,293 $9,684,560 +$3,251,360 $4.39 31
2022 Q3 1,404,841 $5,661,017 +$539,782 $4.03 21
2022 Q2 1,280,392 $5,904,019 -$765,107 $4.61 19
2022 Q1 1,426,587 $8,970,026 -$2,171,123 $6.29 21
2021 Q4 1,847,458 $11,176,025 -$990,048 $6.05 21
2021 Q3 1,954,228 $11,514,000 -$4,470,478 $5.90 25
2021 Q2 2,703,890 $17,467,000 -$8,487,778 $6.46 21
2021 Q1 4,018,264 $23,444,000 -$326,134 $5.83 20
2020 Q4 4,051,234 $21,349,000 +$3,757,123 $5.27 21
2020 Q3 3,384,779 $15,096,000 +$1,922,646 $4.46 18
2020 Q2 2,953,544 $13,199,000 +$1,489,534 $4.46 20
2020 Q1 2,631,232 $10,260,000 +$2,004,941 $3.90 22
2019 Q4 2,066,635 $11,177,000 +$511,763 $5.41 22
2019 Q3 1,972,350 $10,294,000 +$859,589 $5.22 23
2019 Q2 1,803,056 $9,880,000 +$1,859,769 $5.48 22
2019 Q1 1,464,566 $7,933,000 -$831,450 $5.41 24
2018 Q4 1,627,438 $7,730,000 +$546,529 $4.75 29
2018 Q3 1,503,576 $8,975,000 -$1,162,267 $5.96 26
2018 Q2 1,697,223 $10,606,000 -$1,311,313 $6.25 24
2018 Q1 1,908,092 $11,525,000 -$1,788,602 $6.04 23
2017 Q4 2,200,021 $14,013,000 -$2,519,005 $6.37 29
2017 Q3 2,592,379 $16,044,000 -$2,281,464 $6.19 26
2017 Q2 2,973,073 $18,108,411 -$3,534,287 $6.09 32
2017 Q1 3,526,179 $21,373,000 -$1,358,589 $6.06 30
2016 Q4 3,766,232 $20,435,000 -$1,074,993 $5.42 28
2016 Q3 3,940,498 $22,947,000 +$6,218,651 $5.83 29
2016 Q2 2,874,913 $16,196,361 -$5,465,551 $5.64 28
2016 Q1 3,879,946 $21,484,000 +$366,793 $5.56 29
2015 Q4 4,042,539 $21,929,000 +$1,760,562 $5.45 37
2015 Q3 3,443,972 $18,486,000 +$2,108,413 $5.36 32
2015 Q2 3,194,209 $20,514,004 -$146,590 $6.43 31
2015 Q1 3,192,404 $22,798,300 +$415,089 $7.15 33
2014 Q4 3,057,430 $20,945,208 +$6,303,888 $6.85 38
2014 Q3 2,189,373 $17,125,921 +$2,746,547 $7.81 32
2014 Q2 1,753,644 $15,910,340 +$1,216,771 $9.08 27
2014 Q1 1,604,348 $14,475,313 -$924,340 $9.03 26