Funds · PEO

Who owns PEO?

Institutional ownership of Adams Natural Resources Fund Inc. from Form 13F, Q2 2026

99 institutional managers reported holding Adams Natural Resources Fund Inc. (PEO) in Form 13F filings for Q2 2026, with 10,965,726 shares worth $271M. The largest reported holder was Adams Diversified Equity Fund, Inc. Managers that filed both quarters added a net 439,503 shares (+4.2%). 14 opened new positions and 12 sold out.

Funds holding
99
Value held
$271M
New / sold out
14 / 12
Net shares, same filers
+4.2%

Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Largest holders of PEO

FundValueShare of 13F holdingsSharesMove
Adams Diversified Equity Fund, Inc.$66.1M24.4%2,673,453Added
Saba Capital Management, L.P.$56.1M20.7%2,269,294Added
Morgan Stanley$35.8M13.2%1,449,627Added
Lazard Asset Management LLC$12.6M4.6%507,973Added
Royal Bank of Canada$10.6M3.9%428,278Added
Raymond James Financial Inc$6.0M2.2%241,498Added
Cohen & Steers, Inc.$4.4M1.6%178,985Trimmed
Basepoint Wealth LLC$4.0M1.5%162,138Trimmed
Intrepid Family Office LLC$3.9M1.5%159,066Added
Pathstone Holdings, LLC$3.9M1.4%158,447Added
Fca Corp$3.3M1.2%133,448Added
Bank of America Corp$3.1M1.1%124,284Unchanged
LPL Financial LLC$2.9M1.1%119,218Added
Capstone Investment Advisors, LLC$2.9M1.1%115,997Added
Blue Bell Private Wealth Management, LLC$2.9M1.1%115,391Added
Cambridge Investment Research Advisors, Inc.$2.8M1.0%111,642Added
Advisors Asset Management, Inc.$2.7M1.0%111,116Added
Whitener Capital Management, Inc.$2.2M0.8%90,616Added
North Star Asset Management Inc$2.2M0.8%87,849Trimmed
First Trust Advisors LP$1.9M0.7%77,469Unchanged
CSS LLC$1.9M0.7%75,495Added
D.a. Davidson & Co.$1.9M0.7%75,136Added
Sprott Inc.$1.8M0.7%74,172Trimmed
Uhlmann Price Securities, LLC$1.7M0.6%70,166Added
Verition Fund Management LLC$1.7M0.6%68,636Trimmed

Share of 13F holdings is each fund's shares as a share of the 10,965,726 PEO shares all 13F filers reported, not of shares outstanding.

The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $17.2M and sold $6.6M; 43 added and 24 trimmed.

Questions about PEO ownership

Who owns PEO stock?
99 institutional investment managers reported PEO positions in their Form 13F filings for Q2 2026, holding 10,965,726 shares worth $271M in total. Adams Diversified Equity Fund, Inc. reported the largest position.
Are funds buying or selling PEO?
In Q2 2026, 14 managers opened new PEO positions, 43 added, 24 trimmed and 12 sold out. Managers that filed in both quarters added a net 439,503 shares.
How current is this PEO institutional ownership data?
It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to PEO by CUSIP. Options are left out. PEO news and filings · PEO insider trades · Top funds