Liberty All-Star Equity Fund (USA)
Liberty All-Star Equity Fund (USA) is listed on the New York Stock Exchange, where it has traded since October 24, 1986.
- Listed On
- the New York Stock Exchange
- Listed Since
- October 24, 1986
- Market Cap
- $1.8B
About Liberty All-Star Equity Fund
Liberty All Star Equity Fund is a diversified, closed-end management investment company. Its objective is to provide a high level of current income and long-term capital appreciation through investing principally in a diversified portfolio of equity securities. The fund invests in various sectors, including financials, information technology, healthcare, consumer discretionary, consumer staples, industrials, energy, materials, real estate, utilities, telecommunication, and other services.
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 224 institutions reported holding USA, with 64.3 million shares worth $373.5 million in aggregate. The largest reported holder was Morgan Stanley, with 5.9 million shares worth $34.0 million. Of the 5 largest holders listed below, 1 opened a new position in USA, 1 added shares and 3 reduced their positions during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Morgan Stanley | 5,858,880 | $34M | Added 24.87% |
| Raymond James Financial | 4,806,233 | $28M | Reduced 11.82% |
| Rivernorth Capital Management | 4,332,937 | $25M | Reduced 16.61% |
| Saba Capital Management, | 3,859,939 | $22M | New position |
| Lpl Financial | 3,350,925 | $19M | Reduced 1.46% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is USA?
Liberty All-Star Equity Fund (USA) is listed on the New York Stock Exchange, where it has traded since October 24, 1986.
Who are the largest institutional holders of USA?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of USA were Morgan Stanley, Raymond James Financial and Rivernorth Capital Management.
How many institutions own USA?
224 institutions reported a position in USA for the quarter ended June 30, 2026, worth $373.5 million in total.
Did institutions buy or sell USA last quarter?
Of the 5 largest reported holders, 1 opened a new position in USA, 1 added shares and 3 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for USA.
Every reported institutional holder, plus insider and congressional trades in USA, on SentiSense.