PEO Institutional Ownership & Shareholders
ADAMS NATURAL RESOURCES FUND (PEO) is currently held by 98 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $274.23M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Adams Diversified Equity Fund, Inc. is currently the largest disclosed institutional shareholder of PEO tracked by InsiderSet, reporting ownership valued at approximately $75.03M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $82.93M, representing an estimated gain of +10.53% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed PEO value among the investors covered in this analysis. Major shareholders include Adams Diversified Equity Fund, Inc., Saba Capital Management, L.P., Morgan Stanley, and several other long-term asset managers with concentrated positions in ADAMS NATURAL RESOURCES FUND (PEO).
This page ranks the largest institutional PEO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
98
Total Reported Value
$274.23M
Largest Holder
Adams Diversified Equity Fund, Inc.
Largest Position
$75.03M
Insider Transactions (90d)
1
Latest Filing Quarter
Q2 2026
New Institutional Positions
118
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Adams Diversified Equity Fund, Inc. | 2.27% | 2,725,402 | $75,030,317 | $82,933,983 | +$7,903,666 | +10.53% | |
| Saba Capital Management, L.P. | 1.72% | 2,269,294 | $56,096,948 | $69,054,616 | +$12,957,668 | +23.10% | |
| Morgan Stanley | 0.00% | 1,449,627 | $35,834,802 | $44,112,150 | +$8,277,348 | +23.10% | |
| Lazard Asset Management Llc | 0.02% | 507,973 | $12,557,093 | $15,457,618 | +$2,900,525 | +23.10% | |
| Royal Bank Of Canada | 0.00% | 428,278 | $10,587,000 | $13,032,500 | +$2,445,500 | +23.10% | |
| Raymond James Financial Inc | 0.00% | 241,498 | $5,969,824 | $7,348,784 | +$1,378,960 | +23.10% | |
| Cohen & Steers, Inc. | 0.01% | 178,985 | $4,425,000 | $5,446,514 | +$1,021,514 | +23.09% | |
| Basepoint Wealth Llc | 2.29% | 162,138 | $4,008,064 | $4,933,859 | +$925,795 | +23.10% | |
| Intrepid Family Office Llc | 3.62% | 159,066 | $3,932,112 | $4,840,378 | +$908,266 | +23.10% | |
| Fca Corp | 0.81% | 133,448 | $3,298,824 | $4,060,823 | +$761,999 | +23.10% | |
| Blue Bell Private Wealth Management, Llc | 0.38% | 117,091 | $3,223,522 | $3,563,079 | +$339,557 | +10.53% | |
| Bank Of America Corp | 0.00% | 124,284 | $3,072,296 | $3,781,962 | +$709,666 | +23.10% | |
| Lpl Financial Llc | 0.00% | 119,218 | $2,947,055 | $3,627,804 | +$680,749 | +23.10% | |
| Capstone Investment Advisors, Llc | 0.02% | 115,997 | $2,867,446 | $3,529,789 | +$662,343 | +23.10% | |
| Whitener Capital Management, Inc. | 0.51% | 92,542 | $2,547,709 | $2,816,053 | +$268,344 | +10.53% | |
| North Star Asset Management Inc | 0.09% | 87,849 | $2,171,627 | $2,673,245 | +$501,618 | +23.10% | |
| D.A. Davidson & Co. | 0.01% | 74,916 | $2,062,459 | $2,279,694 | +$217,235 | +10.53% | |
| Pathstone Holdings, Llc | 0.01% | 72,803 | $2,023,925 | $2,215,395 | +$191,470 | +9.46% | |
| First Trust Advisors Lp | 0.00% | 77,469 | $1,915,033 | $2,357,382 | +$442,349 | +23.10% | |
| Css Llc/Il | 0.08% | 75,495 | $1,866,236 | $2,297,313 | +$431,077 | +23.10% | |
| Sprott Inc. | 0.06% | 74,172 | $1,833,542 | $2,257,054 | +$423,512 | +23.10% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 61,290 | $1,764,552 | $1,865,055 | +$100,503 | +5.70% | |
| Uhlmann Price Securities, Llc | 0.06% | 70,166 | $1,734,532 | $2,135,151 | +$400,619 | +23.10% | |
| Uncommon Cents Investing Llc | 0.37% | 62,064 | $1,708,616 | $1,888,608 | +$179,992 | +10.53% | |
| Verition Fund Management Llc | 0.01% | 68,636 | $1,696,682 | $2,088,593 | +$391,911 | +23.10% | |
| Allspring Global Investments Holdings, Llc | 0.00% | 62,154 | $1,536,447 | $1,891,346 | +$354,899 | +23.10% | |
| Jones Financial Companies Lllp | 0.00% | 58,137 | $1,433,079 | $1,769,109 | +$336,030 | +23.45% | |
| Burney Co/ | 0.04% | 50,350 | $1,386,136 | $1,532,151 | +$146,015 | +10.53% | |
| Calamos Advisors Llc | 0.00% | 45,729 | $1,258,919 | $1,391,533 | +$132,614 | +10.53% | |
| Nations Financial Group Inc | 0.06% | 50,562 | $1,249,914 | $1,538,602 | +$288,688 | +23.10% | |
| Wealthcare Advisory Partners Llc | 0.02% | 44,693 | $1,230,409 | $1,360,008 | +$129,599 | +10.53% | |
| Wells Fargo & Company/Mn | 0.00% | 48,769 | $1,205,569 | $1,484,041 | +$278,472 | +23.10% | |
| Stifel Financial Corp | 0.00% | 43,997 | $1,087,621 | $1,338,829 | +$251,208 | +23.10% | |
| Principal Securities, Inc. | 0.01% | 43,358 | $1,071,810 | $1,319,384 | +$247,574 | +23.10% | |
| Aspire Capital Advisors Llc | 0.20% | 40,764 | $1,007,686 | $1,240,449 | +$232,763 | +23.10% | |
| St. James Investment Company, Llc | 0.15% | 37,130 | $917,854 | $1,129,866 | +$212,012 | +23.10% | |
| Roberts Glore & Co Inc | 0.22% | 36,644 | $905,840 | $1,115,077 | +$209,237 | +23.10% | |
| Cetera Investment Advisers | 0.00% | 33,391 | $825,436 | $1,016,088 | +$190,652 | +23.10% | |
| Walsh & Associates, Llc | 0.64% | 31,472 | $777,988 | $957,693 | +$179,705 | +23.10% | |
| Guggenheim Capital Llc | 0.01% | 31,365 | $775,343 | $954,437 | +$179,094 | +23.10% | |
| Kovack Advisors, Inc. | 0.04% | 31,162 | $766,023 | $948,260 | +$182,237 | +23.79% | |
| Cullen Value Fund | Jim Cullen | 0.08% | 24,265 | $708,044 | $738,384 | +$30,340 | +4.29% |
| Ubs Group Ag | 0.00% | 27,220 | $672,878 | $828,305 | +$155,427 | +23.10% | |
| Baird Financial Group, Inc. | 0.00% | 26,713 | $660,345 | $812,877 | +$152,532 | +23.10% | |
| Evolve Private Wealth, Llc | 0.04% | 24,734 | $611,424 | $752,656 | +$141,232 | +23.10% | |
| Osaic Holdings, Inc. | 0.00% | 22,717 | $561,750 | $691,278 | +$129,528 | +23.06% | |
| Commonwealth Equity Services, Llc | 0.00% | 19,941 | $548,980 | $606,805 | +$57,825 | +10.53% | |
| Logan Stone Capital, Llc | 0.11% | 20,192 | $499,146 | $614,443 | +$115,297 | +23.10% | |
| Millennium Management Llc | 0.00% | 18,648 | $460,979 | $567,459 | +$106,480 | +23.10% | |
| Alta Capital Management Llc/ | 0.04% | 16,000 | $440,480 | $486,880 | +$46,400 | +10.53% |
Frequently asked questions about PEO
Who are the largest institutional holders of PEO?
The largest institutional holders of PEO reported in the latest SEC Form 13F filings include Adams Diversified Equity Fund, Inc., Saba Capital Management, L.P., Morgan Stanley, Lazard Asset Management Llc, and Royal Bank Of Canada. InsiderSet ranks institutional holders by their latest reported PEO position.
What is PEO institutional ownership?
This page tracks PEO positions reported by institutional investment managers through SEC Form 13F. ADAMS NATURAL RESOURCES FUND (PEO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PEO?
InsiderSet currently tracks 98 institutional managers reporting PEO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PEO shareholders.
How much PEO stock do institutions own?
Institutional investment managers disclosed approximately $274.23M in PEO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PEO institutional ownership last updated?
The latest PEO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PEO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PEO position after the reporting date.
Are institutions buying or selling PEO?
Institutional buying and selling can be analyzed by comparing PEO positions across consecutive 13F reporting periods. InsiderSet's PEO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PEO ownership changes.
How has PEO institutional ownership changed over time?
InsiderSet tracks PEO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.