USA Institutional Ownership & Shareholders
LIBERTY ALL STAR EQUITY FUND (USA) is currently held by 222 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $369.15M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of USA tracked by InsiderSet, reporting ownership valued at approximately $34.04M in its June 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 $34.86M, representing an estimated gain of +2.41% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed USA value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Raymond James Financial Inc, Rivernorth Capital Management, Llc, and several other long-term asset managers with concentrated positions in LIBERTY ALL STAR EQUITY FUND (USA).
This page ranks the largest institutional USA 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
222
Total Reported Value
$369.15M
Largest Holder
Morgan Stanley
Largest Position
$34.04M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
47
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 5,858,880 | $34,040,099 | $34,860,336 | +$820,237 | +2.41% | |
| Raymond James Financial Inc | 0.01% | 4,806,233 | $27,924,214 | $28,597,086 | +$672,872 | +2.41% | |
| Rivernorth Capital Management, Llc | 1.20% | 4,332,937 | $25,174,364 | $25,780,975 | +$606,611 | +2.41% | |
| Saba Capital Management, L.P. | 0.69% | 3,859,939 | $22,426,246 | $22,966,637 | +$540,391 | +2.41% | |
| Lpl Financial Llc | 0.00% | 3,350,925 | $19,468,876 | $19,938,004 | +$469,128 | +2.41% | |
| Karpus Management, Inc. | 0.55% | 3,271,867 | $19,009,546 | $19,467,609 | +$458,063 | +2.41% | |
| Royal Bank Of Canada | 0.00% | 2,198,363 | $12,772,000 | $13,080,260 | +$308,260 | +2.41% | |
| Man Group Plc | 0.02% | 2,112,762 | $12,275,147 | $12,570,934 | +$295,787 | +2.41% | |
| Absolute Investment Advisers, Llc | 0.99% | 1,873,982 | $10,812,876 | $11,150,193 | +$337,317 | +3.12% | |
| Janney Montgomery Scott Llc | 0.02% | 1,661,308 | $9,652,000 | $9,884,783 | +$232,783 | +2.41% | |
| Ameriprise Financial Inc | 0.00% | 1,557,640 | $9,050,863 | $9,267,958 | +$217,095 | +2.40% | |
| 1607 Capital Partners, Llc | 0.75% | 1,484,739 | $8,626,334 | $8,834,197 | +$207,863 | +2.41% | |
| Allspring Global Investments Holdings, Llc | 0.01% | 1,373,425 | $7,979,599 | $8,171,879 | +$192,280 | +2.41% | |
| Guggenheim Capital Llc | 0.05% | 1,341,706 | $7,795,312 | $7,983,151 | +$187,839 | +2.41% | |
| Shaker Financial Services, Llc | 2.54% | 1,334,591 | $7,700,591 | $7,940,816 | +$240,225 | +3.12% | |
| Penserra Capital Management Llc | 0.06% | 1,299,730 | $7,551,000 | $7,733,394 | +$182,394 | +2.42% | |
| Advisors Asset Management, Inc. | 0.10% | 803,548 | $6,733,732 | $4,781,111 | -$1,952,621 | -29.00% | |
| Quarry Lp | 0.96% | 1,046,465 | $6,079,962 | $6,226,467 | +$146,505 | +2.41% | |
| Wells Fargo & Company/Mn | 0.00% | 1,004,531 | $5,836,324 | $5,976,959 | +$140,635 | +2.41% | |
| Wolverine Asset Management Llc | 0.05% | 920,896 | $5,313,570 | $5,479,331 | +$165,761 | +3.12% | |
| City Of London Investment Management Co Ltd | 0.32% | 811,361 | $4,681,553 | $4,827,598 | +$146,045 | +3.12% | |
| Almitas Capital Llc | 1.11% | 798,342 | $4,638,367 | $4,750,135 | +$111,768 | +2.41% | |
| Osaic Holdings, Inc. | 0.01% | 793,160 | $4,608,374 | $4,719,302 | +$110,928 | +2.41% | |
| Rpo Llc | 16.52% | 690,200 | $4,010,062 | $4,106,690 | +$96,628 | +2.41% | |
| Cohen & Steers, Inc. | 0.01% | 645,000 | $3,747,000 | $3,837,750 | +$90,750 | +2.42% | |
| Two Sigma Investments, Lp | 0.00% | 616,604 | $3,582,469 | $3,668,794 | +$86,325 | +2.41% | |
| Cetera Investment Advisers | 0.00% | 585,022 | $3,398,977 | $3,480,881 | +$81,904 | +2.41% | |
| Logan Stone Capital, Llc | 0.55% | 446,990 | $2,597,012 | $2,659,591 | +$62,579 | +2.41% | |
| Kestra Advisory Services, Llc | 0.01% | 414,126 | $2,391,029 | $2,464,050 | +$73,021 | +3.05% | |
| Blue Bell Private Wealth Management, Llc | 0.28% | 408,205 | $2,355,343 | $2,428,820 | +$73,477 | +3.12% | |
| Pnc Financial Services Group, Inc. | 0.00% | 385,444 | $2,239,430 | $2,293,392 | +$53,962 | +2.41% | |
| Private Advisor Group, Llc | 0.01% | 377,865 | $2,195,405 | $2,248,297 | +$52,892 | +2.41% | |
| Integrated Wealth Concepts Llc | 0.01% | 366,501 | $2,129,371 | $2,180,681 | +$51,310 | +2.41% | |
| Boothbay Fund Management, Llc | 0.04% | 345,100 | $2,005,031 | $2,053,345 | +$48,314 | +2.41% | |
| Sit Investment Associates Inc | 0.04% | 329,021 | $1,912,000 | $1,957,675 | +$45,675 | +2.39% | |
| Independent Financial Group, Llc | 0.03% | 315,223 | $1,818,838 | $1,875,577 | +$56,739 | +3.12% | |
| Bank Of America Corp | 0.00% | 296,240 | $1,721,152 | $1,762,628 | +$41,476 | +2.41% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 262,258 | $1,536,835 | $1,560,435 | +$23,600 | +1.54% | |
| Pmg Family Office Llc | 1.42% | 265,869 | $1,534,064 | $1,581,921 | +$47,857 | +3.12% | |
| Ubs Group Ag | 0.00% | 258,483 | $1,501,786 | $1,537,974 | +$36,188 | +2.41% | |
| Quantedge Capital Pte Ltd | 1.08% | 244,300 | $1,419,383 | $1,453,585 | +$34,202 | +2.41% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 222,485 | $1,292,636 | $1,323,786 | +$31,150 | +2.41% | |
| Css Llc/Il | 0.05% | 212,652 | $1,235,508 | $1,265,279 | +$29,771 | +2.41% | |
| Invesco Ltd. | 0.00% | 209,862 | $1,219,298 | $1,248,679 | +$29,381 | +2.41% | |
| Newedge Advisors, Llc | 0.00% | 208,912 | $1,213,782 | $1,243,026 | +$29,244 | +2.41% | |
| Jane Street Group, Llc | 0.00% | 205,822 | $1,195,826 | $1,224,641 | +$28,815 | +2.41% | |
| Gladstone Institutional Advisory Llc | 0.04% | 193,049 | $1,121,615 | $1,148,642 | +$27,027 | +2.41% | |
| Oppenheimer & Co Inc | 0.01% | 185,418 | $1,069,862 | $1,103,237 | +$33,375 | +3.12% | |
| Mindset Wealth Management, Llc | 0.19% | 181,890 | $1,049,506 | $1,082,246 | +$32,740 | +3.12% | |
| Xtx Topco Ltd | 0.01% | 166,757 | $968,858 | $992,204 | +$23,346 | +2.41% |
Frequently asked questions about USA
Who are the largest institutional holders of USA?
The largest institutional holders of USA reported in the latest SEC Form 13F filings include Morgan Stanley, Raymond James Financial Inc, Rivernorth Capital Management, Llc, Saba Capital Management, L.P., and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported USA position.
What is USA institutional ownership?
This page tracks USA positions reported by institutional investment managers through SEC Form 13F. LIBERTY ALL STAR EQUITY FUND (USA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own USA?
InsiderSet currently tracks 222 institutional managers reporting USA 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 USA shareholders.
How much USA stock do institutions own?
Institutional investment managers disclosed approximately $369.15M in USA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was USA institutional ownership last updated?
The latest USA 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 USA 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 USA position after the reporting date.
Are institutions buying or selling USA?
Institutional buying and selling can be analyzed by comparing USA positions across consecutive 13F reporting periods. InsiderSet's USA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View USA ownership changes.
How has USA institutional ownership changed over time?
InsiderSet tracks USA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.