Adams Natural Resources Fund Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ADAMS DIVERSIFIED EQUITY FUND, INC. | 04/22/2026 | 2.62 M | $72.89 M | 1.91% | 9.63% |
| SABA CAPITAL MANAGEMENT, L.P. | 05/15/2026 | 2.26 M | $62.90 M | -16.14% | 8.31% |
| MORGAN STANLEY | 05/15/2026 | 1.27 M | $35.42 M | 30.24% | 4.68% |
| LAZARD ASSET MANAGEMENT LLC | 05/15/2026 | 507.01 K | $14.09 M | -0.39% | 1.86% |
| ROYAL BANK OF CANADA | 05/15/2026 | 426.72 K | $11.86 M | -17.85% | 1.57% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 239.34 K | $6.65 M | 5.54% | 0.88% |
| COHEN & STEERS, INC. | 05/15/2026 | 181.99 K | $5.06 M | 21.34% | 0.67% |
| 05/07/2026 | 166.00 K | $4.61 M | -0.57% | 0.61% | |
| INTREPID FAMILY OFFICE LLC | 05/15/2026 | 156.00 K | $4.34 M | 1.71% | 0.57% |
| VERITION FUND MANAGEMENT LLC | 05/15/2026 | 131.45 K | $3.65 M | -11.82% | 0.48% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 124.27 K | $3.45 M | 0.90% | 0.46% |
| FCA CORP /TX | 05/14/2026 | 118.31 K | $3.29 M | 5.17% | 0.43% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 05/15/2026 | 113.76 K | $3.16 M | 0.00% | 0.42% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 113.36 K | $3.15 M | -2.28% | 0.42% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 102.00 K | $2.84 M | 30.39% | 0.37% |
| WHITENER CAPITAL MANAGEMENT, INC. | 04/16/2026 | 89.50 K | $2.49 M | 2.24% | 0.33% |
| NORTH STAR ASSET MANAGEMENT INC | 05/06/2026 | 88.03 K | $2.45 M | 0.70% | 0.32% |
| LPL FINANCIAL LLC | 05/06/2026 | 80.16 K | $2.23 M | 17.64% | 0.29% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 77.47 K | $2.15 M | 8.66% | 0.28% |
| SPROTT INC. | 05/08/2026 | 76.74 K | $2.13 M | 13.66% | 0.28% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 74.93 K | $2.08 M | 10.26% | 0.28% |
| CSS LLC/IL | 05/15/2026 | 74.50 K | $2.07 M | -25.11% | 0.27% |
| PATHSTONE HOLDINGS, LLC | 05/11/2026 | 72.80 K | $2.02 M | -71.30% | 0.27% |
| UHLMANN PRICE SECURITIES, LLC | 04/16/2026 | 67.40 K | $1.87 M | 1.84% | 0.25% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 65.65 K | $1.74 M | 8.28% | 0.24% |
| UNCOMMON CENTS INVESTING LLC | 04/15/2026 | 61.52 K | $1.71 M | 4.47% | 0.23% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 04/15/2026 | 51.28 K | $1.43 M | 2.38% | 0.19% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 49.16 K | $1.38 M | 34.93% | 0.18% |
| BURNEY CO/ | 04/29/2026 | 47.80 K | $1.33 M | 41.57% | 0.18% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 42.94 K | $1.19 M | 0.83% | 0.16% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 42.90 K | $1.19 M | -0.65% | 0.16% |
| WEALTHCARE ADVISORY PARTNERS LLC | 04/14/2026 | 39.64 K | $1.10 M | 9.57% | 0.15% |
| ST. JAMES INVESTMENT COMPANY, LLC | 05/14/2026 | 38.69 K | $1.08 M | 100.00% | 0.14% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 38.45 K | $1.07 M | 188.84% | 0.14% |
| PRINCIPAL SECURITIES, INC. | 05/13/2026 | 38.21 K | $1.06 M | -11.64% | 0.14% |
| ROBERTS GLORE & CO INC /IL/ | 05/04/2026 | 36.18 K | $1.01 M | 6.09% | 0.13% |
| 05/15/2026 | 35.47 K | $986.12 K | 0.91% | 0.13% | |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 35.46 K | $986.00 K | 17.40% | 0.13% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 34.80 K | $967.41 K | 9.99% | 0.13% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 34.31 K | $953.68 K | -24.69% | 0.13% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 31.64 K | $879.44 K | 0.65% | 0.12% |
| CALAMOS ADVISORS LLC | 05/04/2026 | 30.15 K | $838.25 K | 100.00% | 0.11% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 29.67 K | $824.92 K | 9.86% | 0.11% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 28.47 K | $791.55 K | 0.69% | 0.10% |
| NAVIS WEALTH ADVISORS, LLC | 05/15/2026 | 28.03 K | $779.32 K | 100.00% | 0.10% |
| UBS GROUP AG | 05/05/2026 | 27.28 K | $758.47 K | -12.76% | 0.10% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 26.92 K | $748.32 K | -16.91% | 0.10% |
| 04/16/2026 | 25.82 K | $717.91 K | 1.94% | 0.09% | |
| CULLEN INVESTMENT GROUP, LTD. | 04/09/2026 | 24.35 K | $676.94 K | -11.13% | 0.09% |
| KOVACK ADVISORS, INC. | 05/13/2026 | 24.15 K | $641.30 K | 1.86% | 0.09% |
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Adams Natural Resources Fund Inc institutional Ownership - FAQ's
During the previous two years, 130 institutional investors and hedge funds held shares of Adams Natural Resources Fund Inc. The most heavily invested institutionals were:
ADAMS DIVERSIFIED EQUITY FUND, INC.: 2.62 M
Saba Capital Management, L.P.: 2.26 M
MORGAN STANLEY: 1.27 M
LAZARD ASSET MANAGEMENT LLC: 507,006
ROYAL BANK OF CANADA: 426,717
RAYMOND JAMES FINANCIAL INC: 239,336
38.69% of Adams Natural Resources Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 10.93 M shares in the last 24 months. This purchase volume represents approximately $284.96 M in transactions.