Who owns Adams Natural Resources Fund Inc?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of PEO from SEC Form 13F filings across 73 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 73 institutions disclosed 5.3M shares of Adams Natural Resources Fund Inc worth $123.3M — about 19.2% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
73
13F holders
$123.3M
value, 2026 filers
19.2%
of shares outstanding (5.3M sh)
12
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of PEO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1.4M | $35.8M | 0.0% | 5.3% | +13.8% |
| 2 | LAZARD ASSET MANAGEMENT LLC | 507,973 | $12.6M | 0.0% | 1.8% | +0.2% |
| 3 | ROYAL BANK OF CANADA | 428,278 | $10.6M | 0.0% | 1.6% | +0.4% |
| 4 | RAYMOND JAMES FINANCIAL INC | 241,498 | $6.0M | 0.0% | 0.9% | +0.9% |
| 5 | COHEN & STEERS, INC. | 178,985 | $4,425 | 0.0% | 0.7% | -1.6% |
| 6 | Basepoint Wealth LLC | 162,138 | $4.0M | 2.3% | 0.6% | -2.3% |
| 7 | INTREPID FAMILY OFFICE LLC | 159,066 | $3.9M | 2.9% | 0.6% | +2.0% |
| 8 | Pathstone Holdings, LLC | 158,447 | $3.9M | 0.0% | 0.6% | +117.6% |
| 9 | Verition Fund Management LLC | 137,272 | $3.4M | 0.0% | 0.5% | +4.4% |
| 10 | FCA CORP /TX | 133,448 | $3.3M | 0.8% | 0.5% | +12.8% |
| 11 | BANK OF AMERICA CORP /DE/ | 124,284 | $3.1M | 0.0% | 0.5% | 0.0% |
| 12 | LPL Financial LLC | 119,218 | $2.9M | 0.0% | 0.4% | +48.7% |
| 13 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 115,391 | $2.9M | 0.4% | 0.4% | +1.8% |
| 14 | Cambridge Investment Research Advisors, Inc. | 111,642 | $2,760 | 0.0% | 0.4% | +214.8% |
| 15 | NORTH STAR ASSET MANAGEMENT INCNEW | 87,849 | $2.2M | 0.1% | 0.3% | new |
| 16 | FIRST TRUST ADVISORS LP | 77,469 | $1.9M | 0.0% | 0.3% | 0.0% |
| 17 | D.A. DAVIDSON & CO. | 75,136 | $1.9M | 0.0% | 0.3% | +0.3% |
| 18 | Allspring Global Investments Holdings, LLC | 62,154 | $1.5M | 0.0% | 0.2% | +196.4% |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 61,894 | $1.6M | 0.0% | 0.2% | -5.7% |
| 20 | JONES FINANCIAL COMPANIES LLLP | 58,137 | $1.4M | 0.0% | 0.2% | +18.3% |
| 21 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 50,562 | $1.2M | 0.1% | 0.2% | -1.4% |
| 22 | BURNEY CO/ | 49,519 | $1.2M | 0.0% | 0.2% | +3.6% |
| 23 | WELLS FARGO & COMPANY/MN | 48,769 | $1.2M | 0.0% | 0.2% | +13.6% |
| 24 | STIFEL FINANCIAL CORP | 43,997 | $1.1M | 0.0% | 0.2% | +2.6% |
| 25 | PRINCIPAL SECURITIES, INC. | 43,358 | $1.1M | 0.0% | 0.2% | +13.5% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.