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; 4,239 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, Q3 2023
Institutional positions in AbbVie Inc. as of Sep 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
- 3,118
- +72 vs. Q2 2023
- Shares held
- 1.23B
- +6.34M (+0.5%) vs. Q2 2023
- Total value
- $183.4B
- +$18.8B (+11.4%) vs. Q2 2023
- New holders
- 176
- 1,279 more added
- Sold out
- 104
- 1,283 more reduced
37 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 4,239 | $335.4B |
| Q1 2026 | 4,118 | $281.9B |
| Q4 2025 | 4,173 | $301.1B |
| Q3 2025 | 3,920 | $294.2B |
| Q2 2025 | 3,791 | $239.3B |
| Q1 2025 | 3,830 | $269.2B |
| Q4 2024 | 3,753 | $227.0B |
| Q3 2024 | 3,509 | $250.3B |
| Q2 2024 | 3,377 | $217.0B |
| Q1 2024 | 3,390 | $228.3B |
| Q4 2023 | 3,330 | $192.5B |
| Q3 2023 | 3,118 | $183.4B |
| Q2 2023 | 3,083 | $165.0B |
| Q1 2023 | 3,147 | $196.7B |
| Q4 2022 | 3,174 | $199.2B |
| Q3 2022 | 2,975 | $163.9B |
| Q2 2022 | 3,012 | $186.6B |
| Q1 2022 | 3,060 | $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, Q3 2023
Shares, value and share of portfolio for each institution holding AbbVie Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Goelzer Investment Management, Inc. | 53,786 | $8.02M | 0.56% | −1,464−2.6% | Reduced |
| Kinneret Advisory, LLC | 54,214 | $8.08M | 1.00% | −32−0.1% | Reduced |
| Banque Cantonale Vaudoise | 54,595 | $8.14M | 0.41% | −2,675−4.7% | Reduced |
| Mogy Joel R Investment Counsel Inc | 54,601 | $8.14M | 0.68% | −8,375−13.3% | Reduced |
| Saranac Partners Ltd | 54,797 | $8.17M | 4.59% | +335+0.6% | Added |
| Integrated Wealth Concepts LLC | 54,834 | $8.17M | 0.14% | −3,257−5.6% | Reduced |
| Impax Asset Management Group plc | 54,939 | $8.19M | 0.04% | −9,506−14.8% | Reduced |
| Aptus Capital Advisors, LLC | 55,170 | $8.22M | 0.24% | +874+1.6% | Added |
| L & S Advisors Inc | 55,226 | $8.23M | 1.18% | +34,580+167.5% | Added |
| BBR Partners, LLC | 55,302 | $8.24M | 0.93% | +3,394+6.5% | Added |
| Monarch Capital Management Inc | 55,449 | $8.27M | 2.66% | −330−0.6% | Reduced |
| Wealthspire Advisors, LLC | 55,483 | $8.27M | 0.14% | +9,072+19.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 55,711 | $8.30M | 0.22% | +58+0.1% | Added |
| Investment House LLC | 55,716 | $8.31M | 0.65% | −755−1.3% | Reduced |
| Channing Capital Management, LLC | 55,834 | $8.32M | 0.27% | −6,831−10.9% | Reduced |
| Community Bank, N.A. | 55,845 | $8.32M | 1.17% | −1,140−2.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 56,198 | $8.38M | 1.04% | +2,320+4.3% | Added |
| Burney Co | 56,272 | $8.39M | 0.39% | +242+0.4% | Added |
| Freemont Management S.A. | 56,300 | $8.39M | 1.35% | −9,500−14.4% | Reduced |
| Ameritas Investment Partners, Inc. | 56,515 | $8.42M | 0.34% | +5,025+9.8% | Added |
| Agate Pass Investment Management, LLC | 56,680 | $8.45M | 5.73% | 00.0% | Unchanged |
| American National Bank | 56,697 | $8.45M | 1.44% | +2,467+4.5% | Added |
| WealthPLAN Partners, LLC | 56,795 | $8.47M | 0.98% | +26,833+89.6% | Added |
| Prospera Financial Services Inc | 56,887 | $8.49M | 0.33% | +159+0.3% | Added |
| Shelter Mutual Insurance Co | 57,585 | $8.58M | 2.39% | 00.0% | Unchanged |
| Foster & Motley Inc | 57,682 | $8.60M | 0.70% | +128+0.2% | Added |
| Nicholas Company, Inc. | 57,695 | $8.60M | 0.17% | −250−0.4% | Reduced |
| SYSTM Wealth Solutions LLC | 57,871 | $8.63M | 1.33% | +2,599+4.7% | Added |
| 1832 Asset Management L.P. | 57,953 | $8.64M | 0.02% | +17,827+44.4% | Added |
| Borer Denton & Associates, Inc. | 58,015 | $8.65M | 3.57% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 58,322 | $8.69M | 1.84% | +13,166+29.2% | Added |
| D. Scott Neal, Inc. | 58,573 | $8.73M | 7.46% | −1,779−2.9% | Reduced |
| Iowa State Bank | 58,615 | $8.74M | 2.27% | +828+1.4% | Added |
| Hantz Financial Services, Inc. | 58,724 | $8.75M | 0.22% | +398+0.7% | Added |
| Howe & Rusling Inc | 58,783 | $8.76M | 1.03% | +56,528+2,506.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 61,244 | $8.77M | 0.10% | −4,065−6.2% | Reduced |
| Palisade Asset Management, LLC | 58,911 | $8.78M | 1.07% | −300−0.5% | Reduced |
| Spire Wealth Management | 59,053 | $8.80M | 0.34% | +25,536+76.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 59,175 | $8.82M | 0.35% | +4,048+7.3% | Added |
| Sather Financial Group Inc | 59,403 | $8.85M | 0.74% | +613+1.0% | Added |
| Ascent Wealth Partners, LLC | 59,433 | $8.86M | 1.63% | −634−1.1% | Reduced |
| Bellecapital International Ltd. | 59,735 | $8.90M | 2.23% | −2,636−4.2% | Reduced |
| Exencial Wealth Advisors, LLC | 59,736 | $8.90M | 0.43% | −5,945−9.1% | Reduced |
| RiverFront Investment Group, LLC | 59,794 | $8.91M | 0.32% | +5,478+10.1% | Added |
| Moore Capital Management, LP | 60,000 | $8.94M | 0.24% | +60,000 | New |
| Nicola Wealth Management Ltd. | 60,000 | $8.94M | 0.96% | +60,000 | New |
| Visionary Wealth Advisors | 60,025 | $8.95M | 0.72% | +2,840+5.0% | Added |
| Tufton Capital Management | 60,150 | $8.97M | 2.00% | −222−0.4% | Reduced |
| American Assets Investment Management, LLC | 60,294 | $8.99M | 1.00% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 60,391 | $9.00M | 0.70% | −2,943−4.6% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 60,800 | $9.06M | 6.91% | −450−0.7% | Reduced |
| Bogart Wealth, LLC | 60,875 | $9.07M | 0.56% | −89−0.1% | Reduced |
| Comerica Securities,inc. | 60,901 | $9.08M | 0.75% | −4,107−6.3% | Reduced |
| Quantinno Capital Management LP | 60,930 | $9.08M | 0.41% | +21,692+55.3% | Added |
| Alpha Omega Wealth Management LLC | 61,053 | $9.10M | 1.57% | −608−1.0% | Reduced |
| Empirical Finance, LLC | 61,170 | $9.12M | 0.67% | +5,936+10.7% | Added |
| Uniplan Investment Counsel, Inc. | 67,802 | $9.13M | 0.70% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 61,293 | $9.14M | 0.57% | +2,498+4.2% | Added |
| Great Valley Advisor Group, Inc. | 61,602 | $9.18M | 0.38% | +5,159+9.1% | Added |
| TrinityPoint Wealth, LLC | 62,181 | $9.27M | 1.85% | +666+1.1% | Added |
| Stratos Wealth Advisors, LLC | 62,228 | $9.28M | 0.61% | +10,205+19.6% | Added |
| Evergreen Capital Management LLC | 63,014 | $9.39M | 0.41% | +4,829+8.3% | Added |
| Freestone Capital Holdings, LLC | 63,122 | $9.41M | 0.50% | +2,593+4.3% | Added |
| Jacobs & Co | 63,225 | $9.42M | 1.17% | −963−1.5% | Reduced |
| Forum Financial Management, LP | 64,368 | $9.59M | 0.21% | +150.0% | Added |
| Axxcess Wealth Management, LLC | 64,426 | $9.60M | 0.33% | +31,054+93.1% | Added |
| Summit Global Investments | 64,586 | $9.63M | 0.64% | +1,389+2.2% | Added |
| Lockheed Martin Investment Management Co | 65,650 | $9.66M | 0.74% | +19,240+41.5% | Added |
| NBT Bank N A | 64,966 | $9.68M | 0.93% | +29,785+84.7% | Added |
| Verus Capital Partners, LLC | 65,095 | $9.70M | 1.35% | −11,540−15.1% | Reduced |
| Erste Asset Management GmbH | 63,945 | $9.73M | 0.17% | +3,063+5.0% | Added |
| St Germain D J Co Inc | 65,381 | $9.75M | 0.55% | −5,632−7.9% | Reduced |
| Siemens Fonds Invest GmbH | 65,402 | $9.75M | 0.99% | −5,802−8.1% | Reduced |
| Private Capital Advisors, Inc. | 69,283 | $9.78M | 1.51% | −73−0.1% | Reduced |
| Simmons Bank | 65,973 | $9.83M | 0.87% | +1,194+1.8% | Added |
| WealthPlan Investment Management, LLC | 66,293 | $9.88M | 1.75% | +32,034+93.5% | Added |
| Shelton Capital Management | 66,571 | $9.92M | 0.36% | −4,200−5.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 66,672 | $9.94M | 1.09% | −3,000−4.3% | Reduced |
| Webster Bank, N. A. | 67,195 | $10.0M | 1.35% | −2,625−3.8% | Reduced |
| Annex Advisory Services, LLC | 67,213 | $10.0M | 0.61% | +454+0.7% | Added |
| StrategIQ Financial Group, LLC | 67,336 | $10.0M | 1.16% | +49+0.1% | Added |
| Bedell Frazier Investment Counseling, LLC | 67,378 | $10.0M | 3.01% | +1,847+2.8% | Added |
| South State Corp. | 67,413 | $10.0M | 0.95% | −299−0.4% | Reduced |
| Montag A & Associates Inc | 67,924 | $10.1M | 0.64% | −61−0.1% | Reduced |
| Aristotle Capital Management, LLC | 67,959 | $10.1M | 0.02% | −1,020−1.5% | Reduced |
| InterOcean Capital Group, LLC | 68,437 | $10.2M | 0.31% | +962+1.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 68,815 | $10.3M | 0.39% | −3,069−4.3% | Reduced |
| Busey Wealth Management | 68,889 | $10.3M | 0.44% | −5,103−6.9% | Reduced |
| Empowered Funds, LLC | 69,145 | $10.3M | 0.30% | +46,348+203.3% | Added |
| Whittier Trust Co of Nevada Inc | 69,296 | $10.3M | 0.37% | −1,780−2.5% | Reduced |
| Connectus Wealth, LLC | 69,530 | $10.4M | 0.23% | +11,042+18.9% | Added |
| Bell Bank | 69,768 | $10.4M | 1.14% | −347−0.5% | Reduced |
| Norinchukin Bank, The | 69,892 | $10.4M | 0.24% | −89,080−56.0% | Reduced |
| EagleClaw Capital Managment, LLC | 70,040 | $10.4M | 2.37% | +1,060+1.5% | Added |
| Venturi Wealth Management, LLC | 70,249 | $10.5M | 0.82% | +63,102+882.9% | Added |
| Williams Jones Wealth Management, LLC. | 70,912 | $10.6M | 0.16% | −1,046−1.5% | Reduced |
| Adams Asset Advisors, LLC | 70,942 | $10.6M | 1.42% | +6,080+9.4% | Added |
| Hoylecohen, LLC | 71,134 | $10.6M | 0.98% | +678+1.0% | Added |
| Leavell Investment Management, Inc. | 71,195 | $10.6M | 0.74% | −1,280−1.8% | Reduced |
| Alaska Permanent Fund Corp | 71,283 | $10.6M | 0.20% | −147−0.2% | Reduced |