Who Owns USA?
Liberty All-Star Equity Fund — Institutional Ownership & 13F Holdings
$5.76
-0.04 (-0.60%)
Market Cap
$1.8B
Shares Outstanding
294,774,000
Institutional Holders
185
Total Inst. Value
$216.0M
% of Float Held
—
QoQ Holder Change
+80
Institutional data as of Q1 2025
New Positions
46
Closed Positions
25
Increased
65
Decreased
33
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $46.6M | 7,120 |
| 2 | MORGAN STANLEY | $21.5M | 3,284,905 |
| 3 | RAYMOND JAMES FINANCIAL INC | $19.9M | 3,041,649 |
| 4 | ROYAL BANK OF CANADA | $12.5M | 1,903,229 |
| 5 | AMERIPRISE FINANCIAL INC | $11.1M | 1,687,876 |
| 6 | Bensler, LLC | $11.0M | 1,686,808 |
| 7 | Janney Montgomery Scott LLCNew | $7.7M | 1,178,002 |
| 8 | GUGGENHEIM CAPITAL LLC | $5.7M | 865,993 |
| 9 | OSAIC HOLDINGS, INC. | $5.5M | 832,922 |
| 10 | Penserra Capital Management LLC | $5.0M | 767,336 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +978 | $46.6M |
| MORGAN STANLEY | +66K | $21.5M |
| RAYMOND JAMES FINANCIAL INC | +550K | $19.9M |
| ROYAL BANK OF CANADA | +333K | $12.5M |
| AMERIPRISE FINANCIAL INC | +114K | $11.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Advisors Asset Management, Inc. | -199K | $1.9M |
| Baird Financial Group, Inc. | -109K | $164K |
| UBS Group AG | -105K | $3.4M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -97K | $3.9M |
| Shaker Financial Services, LLC | -89K | $2.1M |
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Frequently Asked Questions
How many institutional investors hold USA?
As of Q1 2025, 185 institutional investors report holding USA (Liberty All-Star Equity Fund) in their 13F filings.
Which hedge fund owns the most USA?
The largest institutional holder of USA is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $46.6M in shares.
Are institutions buying or selling USA?
This quarter, 46 institutions opened new positions in USA and 25 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.