LIBERTY ALL STAR EQUITY FUND (USA) Institutional Shareholders
LIBERTY ALL STAR EQUITY FUND (USA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $374.30M in USA holdings during the latest filing period.
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 $34.39M, representing an estimated gain of +1.03% 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
223
Total Reported Value
$374.30M
Largest Holder
Morgan Stanley
Largest Position
$34.04M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
44
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 | $34,391,626 | +$351,527 | +1.03% | |
| Raymond James Financial Inc | 0.01% | 4,806,233 | $27,924,214 | $28,212,588 | +$288,374 | +1.03% | |
| Rivernorth Capital Management, Llc | 1.20% | 4,332,937 | $25,174,364 | $25,434,340 | +$259,976 | +1.03% | |
| Saba Capital Management, L.P. | 0.69% | 3,859,939 | $22,426,246 | $22,657,842 | +$231,596 | +1.03% | |
| Lpl Financial Llc | 0.00% | 3,350,925 | $19,468,876 | $19,669,930 | +$201,054 | +1.03% | |
| Karpus Management, Inc. | 0.55% | 3,271,867 | $19,009,546 | $19,205,859 | +$196,313 | +1.03% | |
| Royal Bank Of Canada | 0.00% | 2,198,363 | $12,772,000 | $12,904,391 | +$132,391 | +1.04% | |
| Absolute Investment Advisers, Llc | 1.22% | 2,176,489 | $12,645,401 | $12,775,990 | +$130,589 | +1.03% | |
| Man Group Plc | 0.02% | 2,112,762 | $12,275,147 | $12,401,913 | +$126,766 | +1.03% | |
| Janney Montgomery Scott Llc | 0.02% | 1,661,308 | $9,652,000 | $9,751,878 | +$99,878 | +1.03% | |
| Shaker Financial Services, Llc | 3.00% | 1,646,776 | $9,567,769 | $9,666,575 | +$98,806 | +1.03% | |
| Ameriprise Financial Inc | 0.00% | 1,557,640 | $9,050,863 | $9,143,347 | +$92,484 | +1.02% | |
| 1607 Capital Partners, Llc | 0.75% | 1,484,739 | $8,626,334 | $8,715,418 | +$89,084 | +1.03% | |
| Allspring Global Investments Holdings, Llc | 0.01% | 1,373,425 | $7,979,599 | $8,062,005 | +$82,406 | +1.03% | |
| Guggenheim Capital Llc | 0.05% | 1,341,706 | $7,795,312 | $7,875,814 | +$80,502 | +1.03% | |
| Penserra Capital Management Llc | 0.06% | 1,299,730 | $7,551,000 | $7,629,415 | +$78,415 | +1.04% | |
| Advisors Asset Management, Inc. | 0.10% | 803,548 | $6,733,732 | $4,716,827 | -$2,016,905 | -29.95% | |
| Quarry Lp | 0.96% | 1,046,465 | $6,079,962 | $6,142,750 | +$62,788 | +1.03% | |
| Wolverine Asset Management Llc | 0.08% | 1,029,320 | $5,980,349 | $6,042,108 | +$61,759 | +1.03% | |
| Wells Fargo & Company/Mn | 0.00% | 1,004,531 | $5,836,324 | $5,896,597 | +$60,273 | +1.03% | |
| Almitas Capital Llc | 1.11% | 798,342 | $4,638,367 | $4,686,268 | +$47,901 | +1.03% | |
| Osaic Holdings, Inc. | 0.01% | 793,160 | $4,608,374 | $4,655,849 | +$47,475 | +1.03% | |
| Rpo Llc | 16.52% | 690,200 | $4,010,062 | $4,051,474 | +$41,412 | +1.03% | |
| City Of London Investment Management Co Ltd | 0.23% | 659,069 | $3,829,191 | $3,868,735 | +$39,544 | +1.03% | |
| Cohen & Steers, Inc. | 0.01% | 645,000 | $3,747,000 | $3,786,150 | +$39,150 | +1.04% | |
| Two Sigma Investments, Lp | 0.00% | 616,604 | $3,582,469 | $3,619,465 | +$36,996 | +1.03% | |
| Cetera Investment Advisers | 0.00% | 585,022 | $3,398,977 | $3,434,079 | +$35,102 | +1.03% | |
| Logan Stone Capital, Llc | 0.55% | 446,990 | $2,597,012 | $2,623,831 | +$26,819 | +1.03% | |
| Independent Financial Group, Llc | 0.04% | 412,818 | $2,398,474 | $2,423,242 | +$24,768 | +1.03% | |
| Pnc Financial Services Group, Inc. | 0.00% | 385,444 | $2,239,430 | $2,262,556 | +$23,126 | +1.03% | |
| Private Advisor Group, Llc | 0.01% | 377,865 | $2,195,405 | $2,218,068 | +$22,663 | +1.03% | |
| Kestra Advisory Services, Llc | 0.01% | 372,913 | $2,166,624 | $2,188,999 | +$22,375 | +1.03% | |
| Integrated Wealth Concepts Llc | 0.01% | 366,501 | $2,129,371 | $2,151,361 | +$21,990 | +1.03% | |
| Boothbay Fund Management, Llc | 0.04% | 345,100 | $2,005,031 | $2,025,737 | +$20,706 | +1.03% | |
| Sit Investment Associates Inc | 0.04% | 329,021 | $1,912,000 | $1,931,353 | +$19,353 | +1.01% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 295,803 | $1,757,070 | $1,736,364 | -$20,706 | -1.18% | |
| Bank Of America Corp | 0.00% | 296,240 | $1,721,152 | $1,738,929 | +$17,777 | +1.03% | |
| Pmg Family Office Llc | 1.48% | 276,048 | $1,603,839 | $1,620,402 | +$16,563 | +1.03% | |
| Blue Bell Private Wealth Management, Llc | 0.20% | 275,077 | $1,598,197 | $1,614,702 | +$16,505 | +1.03% | |
| Ubs Group Ag | 0.00% | 258,483 | $1,501,786 | $1,517,295 | +$15,509 | +1.03% | |
| Quantedge Capital Pte Ltd | 1.08% | 244,300 | $1,419,383 | $1,434,041 | +$14,658 | +1.03% | |
| Mindset Wealth Management, Llc | 0.26% | 236,396 | $1,373,462 | $1,387,645 | +$14,183 | +1.03% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 222,485 | $1,292,636 | $1,305,987 | +$13,351 | +1.03% | |
| Css Llc/Il | 0.05% | 212,652 | $1,235,508 | $1,248,267 | +$12,759 | +1.03% | |
| Invesco Ltd. | 0.00% | 209,862 | $1,219,298 | $1,231,890 | +$12,592 | +1.03% | |
| Newedge Advisors, Llc | 0.00% | 208,912 | $1,213,782 | $1,226,313 | +$12,531 | +1.03% | |
| Jane Street Group, Llc | 0.00% | 205,822 | $1,195,826 | $1,208,175 | +$12,349 | +1.03% | |
| Commonwealth Equity Services, Llc | 0.00% | 203,254 | $1,180,909 | $1,193,101 | +$12,192 | +1.03% | |
| Gladstone Institutional Advisory Llc | 0.04% | 193,049 | $1,121,615 | $1,133,198 | +$11,583 | +1.03% | |
| Kestra Private Wealth Services, Llc | 0.01% | 168,027 | $976,236 | $986,318 | +$10,082 | +1.03% |
Frequently asked questions about USA
Who owns the most USA stock?
The largest holders of USA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for LIBERTY ALL STAR EQUITY FUND (USA).
Is USA widely held by superinvestors?
Many widely followed stocks like USA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly USA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.