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, Q2 2023
Institutional positions in AbbVie Inc. as of Jun 30, 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
- 3,084
- −34 vs. Q1 2023
- Shares held
- 1.23B
- −8.54M (−0.7%) vs. Q1 2023
- Total value
- $165.0B
- −$31.6B (−16.1%) vs. Q1 2023
- New holders
- 150
- 1,140 more added
- Sold out
- 184
- 1,436 more reduced
30 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding AbbVie Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Southland Equity Partners LLC | 6,374 | $858.8K | 0.29% | +1,864+41.3% | Added |
| Mosaic Family Wealth Partners, LLC | 6,376 | $859.0K | 0.17% | −10.0% | Reduced |
| Valmark Advisers, Inc. | 6,405 | $862.9K | 0.02% | −57−0.9% | Reduced |
| Total Clarity Wealth Management, Inc. | 6,418 | $864.8K | 0.43% | −613−8.7% | Reduced |
| Levy Wealth Management Group, LLC | 6,434 | $866.8K | 0.26% | +9+0.1% | Added |
| Blueshift Asset Management, LLC | 6,437 | $867.3K | 0.33% | +1,577+32.4% | Added |
| Dillon & Associates Inc | 6,442 | $870.0K | 0.16% | −361−5.3% | Reduced |
| Occidental Asset Management, LLC | 6,458 | $870.1K | 0.20% | +137+2.2% | Added |
| Geller Advisors LLC | 6,464 | $870.9K | 0.11% | +1,650+34.3% | Added |
| First Western Trust Bank | 6,465 | $871.0K | 0.04% | −579−8.2% | Reduced |
| Joel Isaacson & Co., LLC | 6,467 | $871.3K | 0.06% | −97−1.5% | Reduced |
| Cravens & Co Advisors, LLC | 6,467 | $871.3K | 0.80% | −9−0.1% | Reduced |
| Retirement Income Solutions, Inc | 6,468 | $871.4K | 0.23% | +200+3.2% | Added |
| Alan B. Lancz & Associates, Inc. | 6,474 | $872.2K | 0.93% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 6,483 | $873.5K | 0.79% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 6,500 | $875.7K | 0.74% | 00.0% | Unchanged |
| Hollencrest Capital Management | 6,553 | $882.9K | 0.09% | +152+2.4% | Added |
| Connolly Sarah T. | 6,590 | $887.9K | 0.54% | 00.0% | Unchanged |
| Spouting Rock Asset Management, LLC | 6,600 | $889.2K | 0.32% | −46−0.7% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 6,600 | $889.2K | 0.43% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 6,609 | $890.4K | 0.13% | −650−9.0% | Reduced |
| Aft, Forsyth & Company, Inc. | 6,618 | $891.6K | 0.63% | +75+1.1% | Added |
| Delta Financial Group, Inc. | 6,623 | $892.0K | 1.05% | +866+15.0% | Added |
| First National Corp | 6,627 | $892.9K | 0.21% | +56+0.9% | Added |
| Magnus Financial Group LLC | 6,629 | $893.1K | 0.13% | +45+0.7% | Added |
| GHP Investment Advisors, Inc. | 5,869 | $893.2K | 0.05% | +226+4.0% | Added |
| Carmichael Hill & Associates, Inc. | 6,637 | $894.2K | 0.43% | +1,213+22.4% | Added |
| Doliver Advisors, LP | 6,638 | $894.4K | 0.27% | −118−1.7% | Reduced |
| Marathon Capital Management | 6,642 | $894.9K | 0.22% | −68−1.0% | Reduced |
| Summit Financial Strategies, Inc. | 6,645 | $895.2K | 0.17% | +41+0.6% | Added |
| US Asset Management LLC | 6,675 | $899.0K | 0.95% | −359−5.1% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 6,673 | $899.1K | 0.79% | −920−12.1% | Reduced |
| Lantz Financial LLC | 6,692 | $901.6K | 0.35% | +40+0.6% | Added |
| Nemes Rush Group LLC | 6,692 | $901.7K | 0.16% | +6,692 | New |
| Cascade Investment Group, Inc. | 6,698 | $902.4K | 0.82% | +46+0.7% | Added |
| Western Financial Corp | 6,701 | $902.9K | 0.62% | +93+1.4% | Added |
| Opal Wealth Advisors, LLC | 6,710 | $904.0K | 0.45% | +609+10.0% | Added |
| Missouri Trust & Investment Co | 6,723 | $905.8K | 0.51% | +683+11.3% | Added |
| Hamilton Point Investment Advisors, LLC | 6,742 | $908.4K | 0.22% | 00.0% | Unchanged |
| WFA Asset Management Corp | 6,747 | $909.1K | 0.54% | −29−0.4% | Reduced |
| Accredited Investors Inc. | 6,775 | $912.8K | 0.07% | −228−3.3% | Reduced |
| Arrow Financial Corp | 6,777 | $913.1K | 0.11% | −455−6.3% | Reduced |
| First Commonwealth Financial Corp | 6,806 | $917.0K | 0.30% | +217+3.3% | Added |
| West Family Investments, Inc. | 6,815 | $918.2K | 0.36% | +638+10.3% | Added |
| Balboa Wealth Partners | 6,824 | $919.4K | 0.32% | −572−7.7% | Reduced |
| Slagle Financial, LLC | 6,826 | $919.7K | 0.57% | +6,826 | New |
| Novare Capital Management LLC | 6,828 | $919.9K | 0.10% | −170−2.4% | Reduced |
| Sax Wealth Advisors, LLC | 6,832 | $920.5K | 0.18% | −61−0.9% | Reduced |
| Diversified, LLC | 6,833 | $920.6K | 0.23% | −132−1.9% | Reduced |
| True North Advisors, LLC | 6,841 | $921.7K | 0.26% | +2,109+44.6% | Added |
| Solidarilty Wealth, LLC | 6,848 | $922.7K | 0.38% | −31−0.5% | Reduced |
| Tranquility Partners, LLC | 6,852 | $923.2K | 0.40% | +20+0.3% | Added |
| BDO Wealth Advisors, LLC | 6,855 | $923.6K | 0.11% | +2,779+68.2% | Added |
| E Fund Management Co., Ltd. | 6,860 | $924.0K | 0.07% | +341+5.2% | Added |
| Waters Parkerson & Co., LLC | 6,881 | $927.0K | 0.05% | 00.0% | Unchanged |
| Foster Group, Inc. | 6,892 | $928.6K | 0.06% | −715−9.4% | Reduced |
| CTC Alternative Strategies, Ltd. | 6,900 | $929.6K | 1.16% | +6,900 | New |
| Front Barnett Associates LLC | 6,910 | $931.0K | 0.11% | −45−0.6% | Reduced |
| Stableford Capital II LLC | 6,157 | $932.4K | 0.41% | +6,157 | New |
| Elgethun Capital Management | 6,947 | $935.7K | 0.28% | +28+0.4% | Added |
| Callahan Advisors, LLC | 6,946 | $935.8K | 0.11% | −27,362−79.8% | Reduced |
| Wagner Wealth Management, LLC | 6,947 | $936.0K | 0.36% | −1,968−22.1% | Reduced |
| Guardian Wealth Advisors, LLC | 6,954 | $937.0K | 0.69% | −20.0% | Reduced |
| Brendel Financial Advisors LLC | 6,965 | $938.0K | 1.41% | −575−7.6% | Reduced |
| Basepoint Wealth LLC | 6,963 | $938.1K | 0.78% | −326−4.5% | Reduced |
| Profit Investment Management, LLC | 6,963 | $938.1K | 0.61% | −167−2.3% | Reduced |
| Valley National Advisers Inc | 6,962 | $939.0K | 0.16% | −179−2.5% | Reduced |
| Brady Family Wealth, LLC | 6,980 | $940.4K | 0.35% | 00.0% | Unchanged |
| Reik & Co., LLC | 6,998 | $942.8K | 0.26% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 7,008 | $944.0K | 0.15% | +433+6.6% | Added |
| Coyle Financial Counsel LLC | 7,019 | $945.7K | 0.43% | +20.0% | Added |
| FLC Capital Advisors | 7,032 | $947.5K | 0.28% | −1,000−12.5% | Reduced |
| Liberty Wealth Management LLC | 7,047 | $949.4K | 0.23% | −40−0.6% | Reduced |
| Frisch Financial Group, Inc. | 7,079 | $954.0K | 0.46% | −305−4.1% | Reduced |
| St. Louis Trust Co | 7,089 | $955.0K | 0.18% | 00.0% | Unchanged |
| Apella Capital, LLC | 7,097 | $956.2K | 0.07% | +7,097 | New |
| Spears Abacus Advisors LLC | 7,100 | $956.6K | 0.08% | −389−5.2% | Reduced |
| EPG Wealth Management LLC | 7,133 | $961.0K | 0.28% | −139−1.9% | Reduced |
| Venturi Wealth Management, LLC | 7,147 | $962.9K | 0.08% | +429+6.4% | Added |
| Hexagon Capital Partners LLC | 7,149 | $963.2K | 0.25% | −682−8.7% | Reduced |
| Atlas Capital Advisors LLC | 7,158 | $964.4K | 0.15% | −113−1.6% | Reduced |
| Future Financial Wealth Managment LLC | 7,162 | $965.0K | 1.02% | +195+2.8% | Added |
| Wayfinding Financial, LLC | 6,403 | $965.0K | 0.67% | −160−2.4% | Reduced |
| Elk River Wealth Management, LLC | 7,164 | $965.2K | 0.21% | −17−0.2% | Reduced |
| Wealthquest Corp | 7,179 | $967.2K | 0.12% | +1,801+33.5% | Added |
| Symphony Financial, Ltd. Co. | 7,261 | $967.3K | 0.24% | −806−10.0% | Reduced |
| Tradewinds, LLC. | 7,183 | $967.8K | 0.57% | 00.0% | Unchanged |
| Successful Portfolios LLC | 7,202 | $970.3K | 0.84% | −499−6.5% | Reduced |
| One Capital Management, LLC | 7,231 | $974.2K | 0.04% | −68−0.9% | Reduced |
| Concord Asset Management, LLC | 7,244 | $976.0K | 0.34% | +1,614+28.7% | Added |
| Beacon Financial Advisory LLC | 7,253 | $977.1K | 0.56% | +16+0.2% | Added |
| Integrated Investment Consultants, LLC | 7,277 | $980.4K | 0.31% | −749−9.3% | Reduced |
| American Trust | 7,281 | $981.0K | 0.07% | −215−2.9% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 7,281 | $981.0K | 0.68% | −75−1.0% | Reduced |
| Hamilton Capital, LLC | 7,292 | $982.5K | 0.07% | +645+9.7% | Added |
| Abn Amro Investment Solutions | 7,302 | $983.8K | 0.02% | −2,865−28.2% | Reduced |
| Dorchester Wealth Management Co | 7,307 | $984.5K | 0.20% | −250−3.3% | Reduced |
| Waterfront Wealth Inc. | 6,938 | $985.1K | 0.29% | +1,250+22.0% | Added |
| Certified Advisory Corp | 7,341 | $989.1K | 0.18% | +518+7.6% | Added |
| Midwest Financial Group LLC | 7,357 | $991.0K | 0.84% | −50−0.7% | Reduced |