PEO (Adams Natural Resources Fund) Institutional Ownership: 38.95% (As of Sep. 09, 2026)

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PEO Adams Natural Resources Fund Inc PEO
55 GF Score
Price $29.45
GF Value $28.76
Valuation Fairly Valued
! 4 Warning Signs
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What is Adams Natural Resources Fund Institutional Ownership?

Adams Natural Resources Fund PEO +0.86% 55 Institutional Ownership is 38.95% as of Sep. 09, 2026. GuruFocus rates PEO with a GF Score™ of 55/100 and a GF Value™ of $28.76 (Fairly Valued). The stock has 4 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Adams Natural Resources Fund's institutional ownership is 38.95%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Adams Natural Resources Fund's Insider Ownership is 0.70%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Adams Natural Resources Fund's Float Percentage Of Total Shares Outstanding is 99.52%.

Adams Natural Resources Fund Institutional Ownership Historical Data

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The historical data trend for Adams Natural Resources Fund's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Adams Natural Resources Fund Institutional Ownership Chart

Adams Natural Resources Fund Historical Data

The historical data trend for Adams Natural Resources Fund can be seen below:

2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30 2026-07-31 2026-08-31
Institutional Ownership 11.58 11.28 11.28 11.34 11.58 11.65 11.65 11.78 11.80 11.84
PEO
55GF Score
Adams Natural Resources Fund Inc PEO
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Adams Natural Resources Fund Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 38.95% mean?
Adams Natural Resources Fund (PEO) has a Institutional Ownership of 38.95% as of Sep. 09, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Adams Natural Resources Fund and its competitors.
Is Adams Natural Resources Fund's Institutional Ownership too high?
Adams Natural Resources Fund's current Institutional Ownership is 38.95%. Overall, Adams Natural Resources Fund has a GF Score™ of 55/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Adams Natural Resources Fund's Institutional Ownership compare to MFIC and MQY?
Adams Natural Resources Fund's Institutional Ownership of 38.95% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for an Asset Management company?
A good Institutional Ownership depends on the Asset Management industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Adams Natural Resources Fund and its competitors. Adams Natural Resources Fund's current Institutional Ownership is 38.95%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Adams Natural Resources Fund stock overvalued right now?
Based on GuruFocus' analysis, Adams Natural Resources Fund (PEO) is currently considered Fairly Valued. The stock's GF Value™ is $28.76, compared to a current price of $29.45 — trading 2.4% above its estimated fair value. The current Institutional Ownership is 38.95%. Adams Natural Resources Fund's overall GF Score™ is 55/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For Adams Natural Resources Fund (PEO), the current Institutional Ownership is 38.95% as of Sep. 09, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Adams Natural Resources Fund (PEO) Overvalued in 2026?

Based on GuruFocus' analysis, Adams Natural Resources Fund stock appears to be overvalued. The current stock price of $29.45 is trading 2.4% above its estimated GF Value™ of $28.76. GuruFocus considers Adams Natural Resources Fund to be Fairly Valued.

Key valuation signals for PEO:

  • Institutional Ownership: 38.95%
  • GF Value™: $28.76 vs. price of $29.45 (2.4% above fair value)
  • GF Score™: 55/100 with 4 warning signs

No single metric tells the full story. See the PEO stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Adams Natural Resources Fund Business Description

Address 500 East Pratt Street, Suite 1300, Baltimore, MD, USA, 21202
Adams Natural Resources Fund Inc is a non-diversified U.S. equity fund that invests in liquid energy and other natural resources stocks. The Fund's investment objectives are preservation of capital, reasonable income, and opportunity for capital gain. A majority of its assets are invested in the petroleum or natural resources industries or industries connected to them. It has broad flexibility to invest in stocks of varying capitalizations and predominantly invests in stocks found in the S&P 500 Energy and S&P 500 Materials sectors.
55GF Score

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Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$29.45
Price
$28.76
GF Value