Adams Natural Resources Fund Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SABA CAPITAL MANAGEMENT, L.P. | 02/17/2026 | 2.70 M | $58.66 M | 0.41% | 10.03% |
| MORGAN STANLEY | 02/13/2026 | 978.34 K | $21.27 M | 6.90% | 3.64% |
| ROYAL BANK OF CANADA | 02/17/2026 | 519.44 K | $11.29 M | -0.38% | 1.93% |
| PENSERRA CAPITAL MANAGEMENT LLC | 02/12/2026 | 300.14 K | $6.53 M | 10.20% | 1.12% |
| PATHSTONE HOLDINGS, LLC | 02/13/2026 | 253.68 K | $5.51 B | -4.10% | 0.94% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 226.77 K | $4.93 M | 2.60% | 0.84% |
| 02/10/2026 | 166.96 K | $3.63 M | -1.14% | 0.62% | |
| COHEN & STEERS, INC. | 02/13/2026 | 149.99 K | $3.26 M | 0.00% | 0.56% |
| VERITION FUND MANAGEMENT LLC | 02/13/2026 | 149.08 K | $3.24 M | 2.25% | 0.55% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 123.17 K | $2.68 B | 0.28% | 0.46% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 116.00 K | $2.52 M | 2.64% | 0.43% |
| FCA CORP /TX | 02/11/2026 | 112.49 K | $2.45 M | -11.38% | 0.42% |
| CSS LLC/IL | 02/17/2026 | 99.47 K | $2.16 M | -12.20% | 0.37% |
| WHITENER CAPITAL MANAGEMENT, INC. | 01/23/2026 | 87.55 K | $1.90 M | 12.98% | 0.33% |
| NORTH STAR ASSET MANAGEMENT INC | 02/09/2026 | 87.42 K | $1.90 M | -0.98% | 0.33% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 78.22 K | $1.70 M | 16.10% | 0.29% |
| LPL FINANCIAL LLC | 02/11/2026 | 68.14 K | $1.48 M | 10.34% | 0.25% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 67.96 K | $1.48 M | 2.84% | 0.25% |
| SPROTT INC. | 02/12/2026 | 67.52 K | $1.47 M | 11.40% | 0.25% |
| UHLMANN PRICE SECURITIES, LLC | 01/12/2026 | 66.18 K | $1.44 M | 2.50% | 0.25% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 60.63 K | $1.33 M | 1.01% | 0.23% |
| UNCOMMON CENTS INVESTING LLC | 01/15/2026 | 58.88 K | $1.28 M | -1.80% | 0.22% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 01/26/2026 | 50.09 K | $1.09 M | -8.61% | 0.19% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 45.55 K | $990.28 K | -70.64% | 0.17% |
| PRINCIPAL SECURITIES, INC. | 02/12/2026 | 43.24 K | $940.10 K | 5.07% | 0.16% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 43.18 K | $938.76 K | -19.07% | 0.16% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 42.58 K | $925.74 K | -2.28% | 0.16% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 36.44 K | $792.17 K | 43.80% | 0.14% |
| WEALTHCARE ADVISORY PARTNERS LLC | 01/14/2026 | 36.18 K | $786.59 K | -1.22% | 0.13% |
| ROBERTS GLORE & CO INC /IL/ | 02/05/2026 | 34.10 K | $741.33 K | 20.90% | 0.13% |
| BURNEY CO/ | 01/23/2026 | 33.77 K | $734.05 K | 9.00% | 0.13% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 31.64 K | $687.83 M | 2.71% | 0.12% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 31.43 K | $683.29 K | -52.67% | 0.12% |
| UBS GROUP AG | 01/29/2026 | 31.27 K | $679.85 M | -4.09% | 0.12% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 30.21 K | $657.00 K | 3.48% | 0.11% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 01/29/2026 | 29.25 K | $635.97 K | 21.04% | 0.11% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 28.28 K | $614.74 K | 27.48% | 0.11% |
| CULLEN INVESTMENT GROUP, LTD. | 01/12/2026 | 27.40 K | $614.29 K | 1.68% | 0.10% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 27.01 K | $587.21 M | 10.24% | 0.10% |
| KOVACK ADVISORS, INC. | 02/17/2026 | 23.71 K | $515.50 M | 5.60% | 0.09% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 22.44 K | $488.07 M | 18.45% | 0.08% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 18.97 K | $412.34 M | 100.00% | 0.07% |
| ALTA CAPITAL MANAGEMENT LLC/ | 02/06/2026 | 16.00 K | $347.84 K | 0.00% | 0.06% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 14.75 K | $320.66 K | 0.50% | 0.05% |
| MOORS & CABOT, INC. | 02/10/2026 | 14.29 K | $310.58 K | 2.25% | 0.05% |
| SEACREST WEALTH MANAGEMENT, LLC | 01/12/2026 | 12.60 K | $273.17 K | 0.00% | 0.05% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 02/13/2026 | 12.50 K | $271.68 K | 1.95% | 0.05% |
| VANTAGE FINANCIAL PARTNERS, LLC | 02/03/2026 | 10.30 K | $223.94 K | 2.25% | 0.04% |
| JANE STREET GROUP, LLC | 02/12/2026 | 9.61 K | $208.84 M | -32.10% | 0.04% |
| JFS WEALTH ADVISORS, LLC | 01/14/2026 | 9.37 K | $203.68 K | 0.00% | 0.03% |
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Adams Natural Resources Fund Inc institutional Ownership - FAQ's
During the previous two years, 101 institutional investors and hedge funds held shares of Adams Natural Resources Fund Inc. The most heavily invested institutionals were:
MORGAN STANLEY: 978,343
ROYAL BANK OF CANADA: 519,439
Penserra Capital Management LLC: 300,143
Pathstone Holdings, LLC: 253,677
COHEN & STEERS, INC.: 149,985
Verition Fund Management LLC: 149,075
13.23% of Adams Natural Resources Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 4.90 M shares in the last 24 months. This purchase volume represents approximately $125.97 M in transactions.