AbbVie Inc.
ABBV- Exchange
- NYSE
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0001551152
In the last 90 days, AbbVie Inc. insiders filed 0 open-market purchases and 1 sale; 4,238 institutions reported holding it in 13F filings for Q2 2026, worth $335.4B in total; superinvestors Gardner Russo & Quinn and Harris Associates (Oakmark) hold it.
13F holders, Q1 2023
Institutional positions in AbbVie Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,148
- +43 vs. Q4 2022
- Shares held
- 1.23B
- +2.58M (+0.2%) vs. Q4 2022
- Total value
- $196.7B
- −$2.04B (−1.0%) vs. Q4 2022
- New holders
- 157
- 1,255 more added
- Sold out
- 114
- 1,361 more reduced
70 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ABBV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,238 | $335.4B |
| Q1 2026 | 4,118 | $281.9B |
| Q4 2025 | 4,173 | $301.1B |
| Q3 2025 | 3,920 | $294.2B |
| Q2 2025 | 3,792 | $239.3B |
| Q1 2025 | 3,831 | $269.2B |
| Q4 2024 | 3,754 | $227.0B |
| Q3 2024 | 3,510 | $250.3B |
| Q2 2024 | 3,378 | $217.0B |
| Q1 2024 | 3,390 | $228.3B |
| Q4 2023 | 3,330 | $192.5B |
| Q3 2023 | 3,119 | $183.4B |
| Q2 2023 | 3,084 | $165.0B |
| Q1 2023 | 3,148 | $196.7B |
| Q4 2022 | 3,175 | $199.2B |
| Q3 2022 | 2,976 | $163.9B |
| Q2 2022 | 3,013 | $186.6B |
| Q1 2022 | 3,061 | $195.2B |
| Q4 2021 | 2,989 | $161.1B |
| Q3 2021 | 2,664 | $127.1B |
| Q2 2021 | 2,686 | $133.3B |
| Q1 2021 | 2,623 | $128.5B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding AbbVie Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Retirement Guys Formula LLC | 3,614 | $576.0K | 0.41% | +371+11.4% | Added |
| Kathmere Capital Management, LLC | 3,618 | $576.5K | 0.09% | +563+18.4% | Added |
| Benchmark Investment Advisors LLC | 3,620 | $576.9K | 0.59% | −561−13.4% | Reduced |
| Westshore Wealth, LLC | 3,622 | $577.2K | 0.30% | −85−2.3% | Reduced |
| Omnia Family Wealth, LLC | 3,642 | $580.4K | 0.45% | +114+3.2% | Added |
| Am Investment Strategies LLC | 3,646 | $581.0K | 0.20% | −288−7.3% | Reduced |
| Financial Management Professionals, Inc. | 3,651 | $582.0K | 0.11% | +330+9.9% | Added |
| All Season Financial Advisors, Inc. | 3,672 | $585.2K | 0.53% | +1,139+45.0% | Added |
| Security National Bank | 3,677 | $586.0K | 0.16% | −10−0.3% | Reduced |
| HHM Wealth Advisors, LLC | 3,687 | $587.6K | 0.12% | 00.0% | Unchanged |
| Rice Partnership, LLC | 3,702 | $590.0K | 0.18% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 3,704 | $590.0K | 0.04% | −3,212−46.4% | Reduced |
| Advus Financial Partners, LLC | 3,703 | $590.1K | 0.24% | +243+7.0% | Added |
| MBL Wealth, LLC | 3,711 | $591.4K | 0.09% | +265+7.7% | Added |
| Cedar Brook Financial Partners, LLC | 3,721 | $593.1K | 0.15% | +402+12.1% | Added |
| Bluesphere Advisors, LLC | 3,725 | $593.7K | 0.49% | 00.0% | Unchanged |
| Brogan Financial, Inc. | 3,733 | $594.9K | 0.51% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 3,737 | $595.6K | 0.34% | +80+2.2% | Added |
| Fusion Capital, LLC | 3,750 | $597.5K | 0.34% | +31+0.8% | Added |
| Clarus Group, Inc. | 3,755 | $598.4K | 0.56% | +106+2.9% | Added |
| Annandale Capital, LLC | 3,765 | $600.0K | 0.19% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 3,768 | $600.5K | 0.44% | +1,988+111.7% | Added |
| Lathrop Investment Management Corp | 3,773 | $601.0K | 0.13% | −415−9.9% | Reduced |
| Legacy Financial Group, Inc. | 3,772 | $601.1K | 0.33% | +99+2.7% | Added |
| MKT Advisors LLC | 3,753 | $603.4K | 0.45% | +13+0.3% | Added |
| Montag & Caldwell, LLC | 3,790 | $604.0K | 0.08% | −91−2.3% | Reduced |
| Investment Advisory Group, LLC | 3,798 | $605.2K | 0.35% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 3,807 | $606.8K | 0.21% | +10.0% | Added |
| First Fiduciary Investment Counsel, Inc. | 3,808 | $607.0K | 0.13% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 3,815 | $607.9K | 0.04% | +444+13.2% | Added |
| Wulff, Hansen & Co. | 3,815 | $608.0K | 0.69% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 3,820 | $608.8K | 0.06% | 00.0% | Unchanged |
| Peterson Wealth Management | 3,825 | $609.6K | 0.58% | +2,133+126.1% | Added |
| Peddock Capital Advisors, LLC | 3,826 | $609.8K | 0.21% | +347+10.0% | Added |
| CMG Global Holdings, LLC | 3,835 | $611.2K | 0.55% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 3,847 | $613.0K | 0.29% | −1,654−30.1% | Reduced |
| Old Mission Investment Co LLC | 3,858 | $614.8K | 0.24% | +278+7.8% | Added |
| Cooper/Haims Advisors, LLC | 3,859 | $615.0K | 0.49% | −125−3.1% | Reduced |
| Prudent Man Advisors, LLC | 3,872 | $617.0K | 0.24% | −95−2.4% | Reduced |
| Meritage Portfolio Management | 3,879 | $618.0K | 0.05% | −19,157−83.2% | Reduced |
| Bouchey Financial Group Ltd | 3,878 | $618.0K | 0.08% | +325+9.1% | Added |
| D'Orazio & Associates, Inc. | 3,901 | $621.6K | 0.16% | −69−1.7% | Reduced |
| OneAscent Financial Services LLC | 3,910 | $623.0K | 0.25% | −601−13.3% | Reduced |
| Fidelity D & D Bancorp Inc | 3,426 | $623.9K | 0.47% | +3,426 | New |
| Avalon Trust Co | 3,919 | $624.6K | 0.06% | +3,919 | New |
| Provence Wealth Management Group | 3,920 | $624.7K | 0.42% | +1,717+77.9% | Added |
| Summitry LLC | 3,930 | $626.3K | 0.04% | −27−0.7% | Reduced |
| Cannon Financial Strategists, Inc. | 3,944 | $628.6K | 0.21% | 00.0% | Unchanged |
| Callan Capital, LLC | 3,948 | $629.2K | 0.07% | −1,081−21.5% | Reduced |
| NinePointTwo Capital | 3,970 | $632.0K | 0.24% | −76−1.9% | Reduced |
| Resolute Wealth Strategies, LLC | 3,972 | $633.1K | 0.54% | +3,972 | New |
| Farther Finance Advisors, LLC | 3,988 | $635.6K | 0.19% | +1,239+45.1% | Added |
| Essex LLC | 3,933 | $635.6K | 0.19% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 3,990 | $635.9K | 0.67% | +3,990 | New |
| Alpha Family Trust | 3,995 | $636.7K | 0.50% | +400+11.1% | Added |
| Tevis Investment Management | 4,000 | $637.5K | 0.65% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 4,000 | $637.5K | 0.28% | −66,000−94.3% | Reduced |
| Delta Investment Management, LLC | 4,000 | $637.5K | 0.18% | −12−0.3% | Reduced |
| Accel Wealth Management | 4,006 | $638.4K | 0.26% | +341+9.3% | Added |
| Aveo Capital Partners, LLC | 4,011 | $639.2K | 0.09% | +1,712+74.5% | Added |
| Silvant Capital Management LLC | 4,037 | $643.4K | 0.04% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 4,043 | $644.3K | 0.32% | +77+1.9% | Added |
| Spinnaker Investment Group, LLC | 4,043 | $644.3K | 0.23% | +237+6.2% | Added |
| Woodley Farra Manion Portfolio Management Inc | 4,046 | $644.8K | 0.04% | −118−2.8% | Reduced |
| Global Financial Private Client, LLC | 4,023 | $645.4K | 0.33% | +10.0% | Added |
| ARS Wealth Advisors Group, LLC | 4,065 | $648.0K | 0.12% | −26−0.6% | Reduced |
| BDO Wealth Advisors, LLC | 4,076 | $649.6K | 0.08% | 00.0% | Unchanged |
| Carr Financial Group Corp | 4,085 | $651.0K | 0.29% | −2,391−36.9% | Reduced |
| Investment Management Associates Inc | 4,087 | $651.4K | 0.27% | −126−3.0% | Reduced |
| Vaughan & Co Securities, Inc. | 4,089 | $651.7K | 0.48% | −1,008−19.8% | Reduced |
| Bienville Capital Management, LLC | 4,103 | $653.9K | 0.26% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 4,109 | $654.8K | 0.25% | −197−4.6% | Reduced |
| Cardinal Strategic Wealth Guidance | 4,120 | $654.8K | 0.30% | −46−1.1% | Reduced |
| Mill Creek Capital Advisors, LLC | 4,131 | $658.4K | 0.02% | −168−3.9% | Reduced |
| Rosenberg Matthew Hamilton | 4,131 | $658.4K | 0.21% | −92−2.2% | Reduced |
| Carmel Capital Partners, LLC | 4,137 | $659.3K | 0.39% | −451−9.8% | Reduced |
| Palisades Hudson Asset Management, L.P. | 4,146 | $661.0K | 0.35% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 4,148 | $661.1K | 0.10% | +552+15.4% | Added |
| Morningstar Investment Management LLC | 4,168 | $664.0K | 0.10% | −20−0.5% | Reduced |
| Derbend Asset Management | 4,187 | $667.2K | 0.50% | +30+0.7% | Added |
| Garrett Investment Advisors LLC | 4,189 | $667.6K | 0.11% | +446+11.9% | Added |
| Stone Run Capital, LLC | 4,200 | $669.4K | 0.32% | +100+2.4% | Added |
| TKG Advisors, LLC | 4,202 | $669.6K | 0.42% | +4,202 | New |
| CFO4Life Group, LLC | 4,214 | $671.5K | 0.15% | −201−4.6% | Reduced |
| Barber Financial Group, Inc. | 4,215 | $671.8K | 0.12% | −6−0.1% | Reduced |
| Gables Capital Management Inc. | 4,218 | $672.2K | 0.47% | +46+1.1% | Added |
| Theory Financial LLC | 4,236 | $675.1K | 0.40% | 00.0% | Unchanged |
| Financial Advisory Group | 4,248 | $677.0K | 0.14% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 4,255 | $678.1K | 0.40% | +1,499+54.4% | Added |
| Integris Wealth Management, LLC | 4,262 | $679.2K | 0.25% | 00.0% | Unchanged |
| Guerra Pan Advisors, LLC | 4,267 | $680.0K | 0.85% | −10−0.2% | Reduced |
| One + One Wealth Management, LLC | 4,281 | $682.3K | 0.48% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 4,290 | $683.7K | 0.22% | −50−1.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,304 | $686.0K | 0.14% | −1,701−28.3% | Reduced |
| Petix & Botte Co | 4,309 | $686.7K | 0.46% | +4,309 | New |
| Gemmer Asset Management LLC | 4,312 | $687.2K | 0.10% | +161+3.9% | Added |
| Oak Harbor Wealth Partners, LLC | 4,319 | $688.3K | 0.25% | −58−1.3% | Reduced |
| Roman Butler Fullerton & Co | 4,175 | $688.4K | 0.34% | +118+2.9% | Added |
| Sonoma Private Wealth LLC | 4,321 | $688.7K | 1.37% | +518+13.6% | Added |
| Innova Wealth Partners | 4,321 | $688.7K | 0.60% | 00.0% | Unchanged |