BALTIMORE, MD
ADAMS NATURAL RESOURCES FUND, INC.PEO— Latest position per institution from SEC 13F filings
15
Institutional holders
10.17M
Total shares held
244.89M
Estimated value
508.65K
Avg. position size
ADAMS DIVERSIFIED EQUITY FUND, INC.
CIK 2230
Shares
2.73M
Value
75.03M
Filed
Sep 30, 2026
SABA CAPITAL MANAGEMENT, L.P.
CIK 1510281
Shares
2.27M
Value
56.10M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
1.45M
Value
35.83M
Filed
Jun 30, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C.
CIK 1165408
Shares
563.79K
Value
11.59M
Filed
Mar 31, 2023
LAZARD ASSET MANAGEMENT LLC
CIK 1207017
Shares
507.97K
Value
12.56M
Filed
Jun 30, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
428.28K
Value
10.59M
Filed
Jun 30, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
300.14K
Value
6.53K
Filed
Dec 31, 2025
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
241.50K
Value
5.97M
Filed
Jun 30, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
216.44K
Value
5.03M
Filed
Sep 30, 2024
COHEN & STEERS, INC.
CIK 1284812
Shares
178.99K
Value
4.42K
Filed
Jun 30, 2026
BASEPOINT WEALTH LLC
CIK 2088236
Shares
162.14K
Value
4.01M
Filed
Jun 30, 2026
INTREPID FAMILY OFFICE LLC
CIK 1596197
Shares
159.07K
Value
3.93M
Filed
Jun 30, 2026
PATHSTONE HOLDINGS, LLC
CIK 2011612
Shares
158.45K
Value
3.92M
Filed
Jun 30, 2026
FCA CORP /TX
CIK 1166402
Shares
133.45K
Value
3.30M
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
124.28K
Value
3.07M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
119.22K
Value
2.95M
Filed
Jun 30, 2026
CAPSTONE INVESTMENT ADVISORS, LLC
CIK 1426196
Shares
116K
Value
2.87M
Filed
Jun 30, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 1352860
Shares
115.39K
Value
2.85M
Filed
Jun 30, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
111.12K
Value
2.75M
Filed
Jun 30, 2026
WHITENER CAPITAL MANAGEMENT, INC.
CIK 825217
Shares
92.54K
Value
2.55M
Filed
Sep 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | ADAMS DIVERSIFIED EQUITY FUND, INC. | 2230 | 2.73M | 75.03M | Sep 30, 2026 |
| 2 | SABA CAPITAL MANAGEMENT, L.P. | 1510281 | 2.27M | 56.10M | Jun 30, 2026 |
| 3 | MORGAN STANLEY | 895421 | 1.45M | 35.83M | Jun 30, 2026 |
| 4 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 1165408 | 563.79K | 11.59M | Mar 31, 2023 |
| 5 | LAZARD ASSET MANAGEMENT LLC | 1207017 | 507.97K | 12.56M | Jun 30, 2026 |
| 6 | ROYAL BANK OF CANADA | 1000275 | 428.28K | 10.59M | Jun 30, 2026 |
| 7 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 300.14K | 6.53K | Dec 31, 2025 |
| 8 | RAYMOND JAMES FINANCIAL INC | 720005 | 241.50K | 5.97M | Jun 30, 2026 |
| 9 | RAYMOND JAMES & ASSOCIATES | 1084208 | 216.44K | 5.03M | Sep 30, 2024 |
| 10 | COHEN & STEERS, INC. | 1284812 | 178.99K | 4.42K | Jun 30, 2026 |
| 11 | BASEPOINT WEALTH LLC | 2088236 | 162.14K | 4.01M | Jun 30, 2026 |
| 12 | INTREPID FAMILY OFFICE LLC | 1596197 | 159.07K | 3.93M | Jun 30, 2026 |
| 13 | PATHSTONE HOLDINGS, LLC | 2011612 | 158.45K | 3.92M | Jun 30, 2026 |
| 14 | FCA CORP /TX | 1166402 | 133.45K | 3.30M | Jun 30, 2026 |
| 15 | BANK OF AMERICA CORP /DE/ | 70858 | 124.28K | 3.07M | Jun 30, 2026 |
| 16 | LPL FINANCIAL LLC | 1403438 | 119.22K | 2.95M | Jun 30, 2026 |
| 17 | CAPSTONE INVESTMENT ADVISORS, LLC | 1426196 | 116K | 2.87M | Jun 30, 2026 |
| 18 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1352860 | 115.39K | 2.85M | Jun 30, 2026 |
| 19 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 111.12K | 2.75M | Jun 30, 2026 |
| 20 | WHITENER CAPITAL MANAGEMENT, INC. | 825217 | 92.54K | 2.55M | Sep 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.