No share count in the company’s recent SEC filingsNo share count in the company’s recent SEC filings, so we show no figure rather than a guess. Shares outstanding from the company’s latest SEC filing (all share classes, each priced at its own close; ADRs converted to ADS) × last close from Tiingo. Updated daily.CIK 799195The SEC’s Central Index Key, the number it uses to identify every company and person that files.
Insider trades, 12 mo
6 buys · 0 sells
$38.7K bought, open market
Congress trades, 24 mo
—
No disclosed trades
13F holders
…
Lobbying, 12 mo
—
No lobbying filings
Federal contracts, 12 mo
—
None matched
Ask your AI:
Latest 10-Q
What changed in Liberty All-Star Equity Fund's latest quarterly report, compared with the one before.
We have not read a recent 10-Q for this company yet.
Insider trades
Open-market trades from Form 4. 10b5-1 marks a plan set in advance.Open-market buys and sales by officers, directors and 10% owners, from SEC Form 4. A plan set in advance is marked 10b5-1.
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13F holders
Funds that report this stock, checked against market prices.Fund managers with over $100 million in US-listed stocks file a 13F each quarter, up to 45 days after quarter end. Long positions only.
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Top 10 holders.Premium lists every holder, with CSV downloads.
Disclosed in dollar ranges, up to 45 days after the trade.Members of Congress, their spouses and dependent children report trades in dollar ranges, up to 45 days after the trade.
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Lobbying
What Liberty All-Star Equity Fund and its lobbying firms report each quarter.A company that lobbies with its own staff reports its expenses; a lobbying firm it hires reports the income it received. We count both.
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Institutional ownership over time
How many funds reported holding the stock at the end of each quarter, and how many shares they held between them.
13F holders, Q3 2026Fund managers with over $100 million in US-listed stocks file a 13F each quarter, up to 45 days after quarter end. Long positions only.
158
57 added · 47 trimmed
Insider trades
6 in 12 mo
Open-market trades from Form 4. 10b5-1 marks a plan set in advance.Open-market buys and sales by officers, directors and 10% owners, from SEC Form 4. A plan set in advance is marked 10b5-1.
No open-market insider trades reported since Jun 3, 2026. Insiders have two business days to file.
Recent insider trades
How the stock has done since the trade date, measured against the S&P 500 over the same days. It describes the stock, not the trader's actual gain or loss.
158 funds report USA. Values checked against market prices.Fund managers with over $100 million in US-listed stocks file a 13F each quarter, up to 45 days after quarter end. Long positions only.
Q3 2026. 24 new, 57 added to, 47 trimmed, 96 exited since Q2 2026.
2 of these funds report values in thousands of dollars; their figures are shown in dollars.
Download CSVEvery fund that holds USA, not only these ten. A download holds at most 10,000 rows; narrow the filters to get a smaller slice.
Trades by members of Congress
Disclosed in dollar ranges, up to 45 days after the trade.Members of Congress, their spouses and dependent children report trades in dollar ranges, up to 45 days after the trade.
No recent congressional trades for this company.
Lobbying
What Liberty All-Star Equity Fund and its lobbying firms report each quarter.A company that lobbies with its own staff reports its expenses; a lobbying firm it hires reports the income it received. We count both.
No recent lobbying filings for this company.
Institutional ownership over time
How many funds reported holding the stock at the end of each quarter, and how many shares they held between them.
Funds holding the stock
Shares they report
Funds holding the stock by quarter
Q2 2013
68
—
50.09M
$261.1M
Q3 2013
75
+7
42.96M
$233.1M
Q4 2013
78
+3
43.76M
$261.9M
Q1 2014
82
+4
43.77M
$258.1M
Q2 2014
85
+3
43.57M
$262.5M
Q3 2014
92
+7
45.25M
$264.5M
Q4 2014
93
+1
46.24M
$277.2M
Q1 2015
102
+9
47.38M
$277.3M
Q2 2015
98
-4
48.69M
$279.9M
Q3 2015
97
-1
48.51M
$246.4M
Q4 2015
101
+4
51.15M
$273.5M
Q1 2016
110
+9
53.42M
$269.3M
Q2 2016
104
-6
54.94M
$275.5M
Q3 2016
113
+9
57.58M
$298.3M
Q4 2016
123
+10
62.62M
$323.1M
Q1 2017
123
0
66.04M
$360.5M
Q2 2017
123
0
61.52M
$348.2M
Q3 2017
119
-4
62.55M
$377.3M
Q4 2017
133
+14
54.03M
$340.1M
Q1 2018
137
+4
47.63M
$292.6M
Q2 2018
132
-5
40.79M
$275.5M
Q3 2018
126
-6
36.03M
$259.0M
Q4 2018
136
+10
36.19M
$194.9M
Q1 2019
137
+1
35.04M
$214.0M
Q2 2019
123
-14
32.11M
$206.5M
Q3 2019
121
-2
28.92M
$185.3M
Q4 2019
131
+10
26.35M
$178.4M
Q1 2020
141
+10
24.39M
$118.3M
Q2 2020
126
-15
25.12M
$143.6M
Q3 2020
133
+7
24.47M
$147.1M
Q4 2020
141
+8
25.56M
$187.2M
Q1 2021
138
-3
23.44M
$178.8M
Q2 2021
146
+8
25.67M
$246.1M
Q3 2021
153
+7
23.76M
$204.3M
Q4 2021
170
+17
30.35M
$254.3M
Q1 2022
168
-2
26.32M
$210.4M
Q2 2022
163
-5
27.40M
$182.0M
Q3 2022
160
-3
26.19M
$145.0M
Q4 2022
172
+12
27.23M
$153.4M
Q1 2023
163
-9
26.01M
$161.2M
Q2 2023
166
+3
27.20M
$176.0M
Q3 2023
174
+8
26.91M
$159.3M
Q4 2023
182
+8
31.76M
$202.8M
Q1 2024
179
-3
34.31M
$245.1M
Q2 2024
182
+3
28.81M
$195.7M
Q3 2024
177
-5
29.08M
$205.5M
Q4 2024
191
+14
29.89M
$207.9M
Q1 2025
193
+2
32.54M
$213.2M
Q2 2025
193
0
36.95M
$251.7M
Q3 2025
212
+19
41.91M
$266.0M
Q4 2025
229
+17
56.14M
$352.8M
Q1 2026
222
-7
55.08M
$304.6M
Q2 2026
230
+8
65.38M
$379.9M
Q3 2026
158
-72
41.17M
$237.8M
Each point is a quarter-end, from Q2 2013 to Q3 2026. A fund's 13F lists its long positions in US-listed securities as of the last day of the quarter and arrives up to 45 days later, so each point shows holdings at quarter-end, not on the day they were reported.
Common shares only; options and bonds are left out. When a fund amends a report, the amended version is the one counted.
The history follows the company's current CUSIP number (530158104). If the company's shares were ever re-issued under a different CUSIP, the quarters before the change are not part of this series, so the first point (Q2 2013) can be later than the stock's first appearance in 13F reports.
Share counts are adjusted for stock splits; none took place between these quarters. Values are in dollars as reported at the time and are not adjusted.
A quarter appears once our daily update has built its summary. If a summary cannot be built, older reports are kept and the chart shows the quarters it has until the next update repairs it.