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Adams Natural Resources Fund (PEO) Institutional Ownership

Adams Natural Resources Fund logo
$28.68 +0.31 (+1.09%)
As of 08/21/2026 03:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for Adams Natural Resources Fund (NYSE:PEO)

Current
Institutional Ownership
Percentage
33.54%
Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$42.93M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$19.47M
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PEO Institutional Buying and Selling by Quarter

Adams Natural Resources Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/23/2026 Aspire Capital Advisors LLC40,764$1.01M0.2%N/A0.148%
8/22/2026 Concurrent Investment Advisors LLC13,755$340K0.0%-4.5%0.050%
8/20/2026 Northwestern Mutual Wealth Management Co.759$35K0.0%N/A0.003%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC184,471$8.52M0.0%N/A0.671%
8/18/2026 Public Employees Retirement System of Ohio19,697$909K0.0%N/A0.072%
8/17/2026 Redwood Investment Management LLC25,172$1.16M0.1%N/A0.092%
8/14/2026 Ancora Advisors LLC29,675$1.37M0.0%N/A0.108%
8/7/2026 Diamond Hill Capital Management LLC Investment Advisor349,945$16.15M0.1%N/A1.273%
8/6/2026 Bank of New York Mellon Corp317,532$14.66M0.0%N/A1.155%
8/6/2026 S&CO Inc.59,425$2.74M0.2%N/A0.216%
7/10/2026 Whitener Capital Management Inc.90,616$2.24M0.5%+1.2%0.330%
7/10/2026 Wealthcare Advisory Partners LLC42,179$1.04M0.0%+6.4%0.153%
6/3/2026 NewEdge Advisors LLC8,885$247K0.0%-37.4%0.032%
5/19/2026 Bank of America Corp DE124,273$3.46M0.0%+0.9%0.452%
5/18/2026Sunbelt Securities Inc.5,500$153K0.0%N/A0.020%
5/18/2026 Royal Bank of Canada426,717$11.86M0.0%-17.9%1.552%
5/16/2026 Saba Capital Management L.P.2,262,661$62.90M1.7%-16.1%8.228%
5/16/2026 Lazard Asset Management LLC507,006$14.10M0.0%-0.4%1.844%
5/14/2026 FCA Corp TX118,306$3.29M0.9%+5.2%0.430%
5/13/2026 Cetera Investment Advisers29,673$825K0.0%+9.9%0.108%
5/13/2026 First Trust Advisors LP77,470$2.15M0.0%+8.7%0.282%
5/8/2026 PNC Financial Services Group Inc.2,550$71K0.0%+30.8%0.009%
5/7/2026 Basepoint Wealth LLC165,998$4.62M2.6%-0.6%0.604%
5/6/2026 Allspring Global Investments Holdings LLC20,967$583K0.0%+10.5%0.076%
5/5/2026 D.A. Davidson & CO.74,933$2.08M0.0%+10.3%0.272%
5/5/2026 Roberts Glore & Co. Inc. IL36,175$1.01M0.3%+6.1%0.132%
5/4/2026 Calamos Advisors LLC30,153$838K0.0%N/A0.110%
5/1/2026 Fifth Third Bancorp2,294$64K0.0%+2,697.6%0.008%
4/30/2026 Kestra Advisory Services LLC34,799$967K0.0%+10.0%0.127%
4/29/2026 Burney Co.47,802$1.33M0.0%+41.6%0.174%
4/28/2026 Meridian Investment Counsel Inc.7,779$216K0.1%N/A0.028%
4/27/2026 Private Advisor Group LLC7,820$217K0.0%N/A0.028%
4/22/2026 Adams Diversified Equity Fund Inc.2,621,907$72.89M2.6%+1.9%9.534%
4/17/2026 Sovereign Financial Group Inc.9,209$256K0.0%N/A0.033%
4/16/2026 Evolve Private Wealth LLC25,824$718K0.0%+1.9%0.094%
4/16/2026 Uhlmann Price Securities LLC67,396$1.87M0.1%+1.8%0.245%
4/15/2026 Nations Financial Group Inc. IA ADV51,280$1.43M0.1%+2.4%0.186%
2/18/2026 NewEdge Advisors LLC14,183$308K0.0%+10.8%0.054%
2/18/2026 Saba Capital Management L.P.2,698,250$58.66M1.7%+0.4%10.268%
2/18/2026 Intrepid Family Office LLC153,379$3.33M2.9%+2.3%0.584%
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2/18/2026 Evolve Private Wealth LLC25,333$551K0.0%N/A0.096%
2/17/2026 Cetera Investment Advisers27,010$587K0.0%+10.2%0.103%
2/17/2026 Lazard Asset Management LLC508,966$11.07M0.0%-0.2%1.937%
2/17/2026 Kovack Advisors Inc.23,712$515K0.0%+5.6%0.090%
2/17/2026 Osaic Holdings Inc.22,442$488K0.0%+18.5%0.085%
2/17/2026 Royal Bank of Canada519,439$11.29M0.0%-0.4%1.977%
2/16/2026 Verition Fund Management LLC149,075$3.24M0.0%+2.3%0.567%
2/16/2026 Adams Diversified Equity Fund Inc.2,572,684$55.93M1.9%+2.3%9.790%
2/13/2026 Kestra Advisory Services LLC31,639$688K0.0%+2.7%0.120%
2/13/2026 Stifel Financial Corp43,181$939K0.0%-19.1%0.164%
2/13/2026 First Trust Advisors LP71,295$1.55M0.0%-1.4%0.271%
2/13/2026 Wells Fargo & Company MN42,583$926K0.0%-2.3%0.162%
2/12/2026 Advisors Asset Management Inc.78,223$1.70M0.0%+16.1%0.298%
2/12/2026 Jane Street Group LLC9,606$209K0.0%-32.1%0.037%
2/12/2026 Sprott Inc.67,520$1.47M0.0%+11.4%0.257%
2/12/2026 Commonwealth Equity Services LLC28,277$615K0.0%+27.5%0.108%
2/12/2026 Principal Securities Inc.43,243$940K0.0%+5.1%0.165%
2/12/2026 Kovack Advisors Inc.23,712$511K0.0%+5.6%0.090%
2/11/2026 FCA Corp TX112,487$2.45M0.7%-11.4%0.428%
2/11/2026 LPL Financial LLC68,135$1.48M0.0%+10.3%0.259%
2/10/2026 Basepoint Wealth LLC166,957$3.63M2.2%-1.1%0.635%
2/9/2026 Blue Bell Private Wealth Management LLC115,997$2.52M0.4%+2.6%0.441%
2/9/2026 North Star Asset Management Inc.87,418$1.90M0.1%-1.0%0.333%
2/6/2026 Global Retirement Partners LLC1,589$35K0.0%N/A0.006%
2/6/2026 HighTower Advisors LLC31,430$683K0.0%-52.7%0.120%
2/5/2026 Roberts Glore & Co. Inc. IL34,100$741K0.2%+20.9%0.130%
2/2/2026 Wolverine Asset Management LLC45,551$990K0.0%-70.6%0.173%
1/29/2026 D.A. Davidson & CO.67,962$1.48M0.0%+2.8%0.259%
1/29/2026 Concurrent Investment Advisors LLC29,253$636K0.0%+21.0%0.111%
1/26/2026 Nations Financial Group Inc. IA ADV50,090$1.09M0.1%-8.6%0.191%
1/23/2026 Farther Finance Advisors LLC2,930$64K0.0%N/A0.011%
1/23/2026 Whitener Capital Management Inc.87,546$1.90M0.4%+13.0%0.333%
1/23/2026 Burney Co.33,765$734K0.0%+9.0%0.128%
1/15/2026 Uncommon Cents Investing LLC58,884$1.28M0.3%-1.8%0.224%
1/15/2026 Allspring Global Investments Holdings LLC18,967$412K0.0%N/A0.072%
1/14/2026 Wealthcare Advisory Partners LLC36,182$787K0.0%-1.2%0.138%
1/12/2026 Cullen Investment Group LTD.27,399$614K0.1%+1.7%0.104%
1/12/2026 Uhlmann Price Securities LLC66,180$1.44M0.9%+2.5%0.252%
1/8/2026 Wealth Enhancement Advisory Services LLC60,628$1.33M0.0%+1.0%0.231%
11/18/2025 Advisory Services Network LLC2,239$48K0.0%N/A0.009%
11/17/2025 Verition Fund Management LLC145,791$3.14M0.0%+15.8%0.555%
11/17/2025 Northwestern Mutual Wealth Management Co.4,436$95K0.0%+58.4%0.017%
11/17/2025 Bank of America Corp DE122,825$2.64M0.0%+1.5%0.467%
11/14/2025 Creative Planning10,302$222K0.0%+8.6%0.039%
11/14/2025 Lazard Asset Management LLC510,075$10.98M0.0%+23.4%1.941%
11/14/2025 Raymond James Financial Inc.221,033$4.76M0.0%-1.0%0.841%
11/13/2025 Pathstone Holdings LLC264,520$5.69M0.0%+28.2%1.007%
11/13/2025 UBS Group AG32,605$702K0.0%-12.6%0.124%
11/13/2025 Basepoint Wealth LLC168,880$3.63M2.6%-3.7%0.643%
11/13/2025 First Trust Advisors LP72,305$1.56M0.0%+15.6%0.275%
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11/12/2025 Sprott Inc.60,610$1.30M0.0%+1.8%0.231%
11/12/2025 Roberts Glore & Co. Inc. IL28,205$607K0.2%+5.7%0.107%
11/10/2025 North Star Asset Management Inc.88,281$1.90M0.1%-3.1%0.336%
11/10/2025 Kovack Advisors Inc.22,454$483K0.0%-11.8%0.085%
11/7/2025 Uhlmann Price Securities LLC64,568$1.39M0.8%+4.7%0.246%
11/6/2025 Advisors Asset Management Inc.67,376$1.45M0.0%+47.0%0.256%
11/4/2025 Penserra Capital Management LLC272,359$5.86M0.1%+28.4%1.036%
11/4/2025 Jones Financial Companies Lllp25,339$561K0.0%+47.2%0.096%
10/29/2025 Wealth Enhancement Advisory Services LLC60,020$1.30M0.0%-3.4%0.228%
10/28/2025 Wolverine Asset Management LLC155,166$3.34M0.0%+35.9%0.591%


PEO Institutional Ownership - Frequently Asked Questions

During the previous two years, 95 institutional investors and hedge funds held shares of Adams Natural Resources Fund. The most heavily invested institutionals were Adams Diversified Equity Fund Inc. ($72.89M), Saba Capital Management L.P. ($62.90M), Diamond Hill Capital Management LLC Investment Advisor ($16.15M), Bank of New York Mellon Corp ($14.66M), Lazard Asset Management LLC ($14.10M), Royal Bank of Canada ($11.86M), and UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($8.52M).Learn more on Adams Natural Resources Fund's institutional investors.

33.54% of Adams Natural Resources Fund's stock is owned by institutional investors. Learn more on PEO's institutional investor holdings.

Of the 77 institutional investors that purchased Adams Natural Resources Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($454.81K), Adams Diversified Equity Fund Inc. ($435.13K), Pathstone Holdings LLC ($355.94K), Diamond Hill Capital Management LLC Investment Advisor ($349.95K), Bank of New York Mellon Corp ($317.53K), Penserra Capital Management LLC ($272.36K), and UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($184.47K).

Institutional investors have bought a total of 1,794,872 shares in the last 24 months. This purchase volume represents approximately $42.93M in transactions.

Of the 24 institutional investors that sold Adams Natural Resources Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Saba Capital Management L.P. ($435.59K), Wolverine Asset Management LLC ($109.62K), Royal Bank of Canada ($94.73K), HighTower Advisors LLC ($34.98K), FCA Corp TX ($14.44K), Stifel Financial Corp ($10.18K), and Basepoint Wealth LLC ($9.34K).

Institutional investors have sold a total of 749,431 shares in the last 24 months. This volume of shares sold represents approximately $19.47M in transactions.


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Institutional ownership data for NYSE:PEO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.
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