Who owns Liberty All-Star Equity Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of USA from SEC Form 13F filings across 228 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, 228 institutions disclosed 64.7M shares of Liberty All-Star Equity Fund worth $375.9M — about 21% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
228
13F holders
$375.9M
value, 2026 filers
21%
of shares outstanding (64.7M sh)
36
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 USA's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 5.9M | $34.0M | 0.0% | 1.9% | +24.9% |
| 2 | RAYMOND JAMES FINANCIAL INC | 4.8M | $27.9M | 0.0% | 1.6% | -11.8% |
| 3 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 4.3M | $25.2M | 1.2% | 1.4% | -16.6% |
| 4 | Saba Capital Management, L.P.NEW | 3.9M | $22.4M | 0.6% | 1.3% | new |
| 5 | LPL Financial LLC | 3.4M | $19.5M | 0.0% | 1.1% | -1.5% |
| 6 | Karpus Management, Inc. | 3.3M | $19.0M | 0.5% | 1.1% | +5.0% |
| 7 | ROYAL BANK OF CANADA | 2.2M | $12.8M | 0.0% | 0.7% | -3.2% |
| 8 | ABSOLUTE INVESTMENT ADVISERS, LLC | 2.2M | $12.6M | 1.2% | 0.7% | -9.9% |
| 9 | Man Group plc | 2.1M | $12.3M | 0.0% | 0.7% | +60.0% |
| 10 | Janney Montgomery Scott LLCNEW | 1.7M | $9.7M | 0.0% | 0.5% | new |
| 11 | Shaker Financial Services, LLC | 1.6M | $9.6M | 3.0% | 0.5% | +73.6% |
| 12 | AMERIPRISE FINANCIAL INC | 1.6M | $9.1M | 0.0% | 0.5% | +0.9% |
| 13 | 1607 Capital Partners, LLC | 1.5M | $8.6M | 0.8% | 0.5% | +10.9% |
| 14 | Allspring Global Investments Holdings, LLC | 1.4M | $8.0M | 0.0% | 0.4% | +123.7% |
| 15 | GUGGENHEIM CAPITAL LLC | 1.3M | $7.8M | 0.0% | 0.4% | +21.4% |
| 16 | Penserra Capital Management LLC | 1.3M | $7.6M | 0.1% | 0.4% | +4.0% |
| 17 | Quarry LP | 1.0M | $6.1M | 0.5% | 0.3% | -2.0% |
| 18 | WOLVERINE ASSET MANAGEMENT LLC | 1.0M | $6.0M | 0.1% | 0.3% | +9.7% |
| 19 | WELLS FARGO & COMPANY/MN | 1.0M | $5.8M | 0.0% | 0.3% | -12.6% |
| 20 | Almitas Capital LLC | 798,342 | $4.6M | 1.1% | 0.3% | +101.9% |
| 21 | OSAIC HOLDINGS, INC. | 793,160 | $4.6M | 0.0% | 0.3% | -2.7% |
| 22 | RPO LLC | 690,200 | $4.0M | 13.2% | 0.2% | +20.3% |
| 23 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 659,069 | $3.8M | 0.2% | 0.2% | +2.7% |
| 24 | COHEN & STEERS, INC. | 645,000 | $3.7M | 0.0% | 0.2% | -14.0% |
| 25 | TWO SIGMA INVESTMENTS, LP | 616,604 | $3.6M | 0.0% | 0.2% | 0.0% |
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.