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, Q4 2023
Institutional positions in AbbVie Inc. as of Dec 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
- 3,330
- +268 vs. Q3 2023
- Shares held
- 1.24B
- +17.0M (+1.4%) vs. Q3 2023
- Total value
- $192.5B
- +$9.67B (+5.3%) vs. Q3 2023
- New holders
- 366
- 1,173 more added
- Sold out
- 98
- 1,426 more reduced
56 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding AbbVie Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wealth Management Associates, Inc. | 7,270 | $1.13M | 0.59% | −370−4.8% | Reduced |
| LCNB Corp | 7,273 | $1.13M | 0.44% | +53+0.7% | Added |
| Dorchester Wealth Management Co | 7,305 | $1.13M | 0.21% | +373+5.4% | Added |
| Capital Advisory Group Advisory Services, LLC | 7,308 | $1.13M | 0.61% | −94−1.3% | Reduced |
| Mosaic Family Wealth Partners, LLC | 7,323 | $1.13M | 0.20% | +945+14.8% | Added |
| Waterfront Wealth Inc. | 7,333 | $1.14M | 0.34% | +204+2.9% | Added |
| Foster Group, Inc. | 7,635 | $1.14M | 0.07% | 00.0% | Unchanged |
| Certified Advisory Corp | 7,357 | $1.14M | 0.17% | +24+0.3% | Added |
| First Business Financial Services, Inc. | 7,359 | $1.14M | 0.13% | −6,358−46.4% | Reduced |
| WBH Advisory Inc | 7,359 | $1.14M | 0.13% | −91−1.2% | Reduced |
| Paulson Wealth Management Inc. | 7,398 | $1.15M | 0.37% | −1,108−13.0% | Reduced |
| Gratus Wealth Advisors, LLC | 7,401 | $1.15M | 0.23% | +7,401 | New |
| Somerset Group LLC | 7,403 | $1.15M | 0.96% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 7,415 | $1.15M | 0.38% | −136−1.8% | Reduced |
| First Interstate Bank | 7,419 | $1.15M | 0.09% | −586−7.3% | Reduced |
| 1620 Investment Advisors, Inc. | 7,423 | $1.15M | 1.27% | −285−3.7% | Reduced |
| LifeSteps Financial, Inc. | 7,424 | $1.15M | 1.02% | +15+0.2% | Added |
| Magnus Financial Group LLC | 7,451 | $1.15M | 0.15% | +785+11.8% | Added |
| ABN AMRO Bank N.V. | 7,428 | $1.16M | 0.02% | −2,742−27.0% | Reduced |
| Evermay Wealth Management LLC | 7,466 | $1.16M | 0.21% | −121−1.6% | Reduced |
| Boltwood Capital Management | 7,474 | $1.16M | 0.38% | −50−0.7% | Reduced |
| Somerville Kurt F | 7,477 | $1.16M | 0.22% | −101−1.3% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 7,500 | $1.16M | 0.15% | 00.0% | Unchanged |
| Significant Wealth Partners LLC | 7,500 | $1.16M | 0.85% | +7,500 | New |
| Moseley Investment Management Inc | 7,502 | $1.16M | 0.65% | −4,547−37.7% | Reduced |
| Beacon Financial Advisory LLC | 7,509 | $1.16M | 0.56% | +6+0.1% | Added |
| Fenimore Asset Management Inc | 7,510 | $1.16M | 0.03% | −8−0.1% | Reduced |
| SFMG, LLC | 7,512 | $1.16M | 0.11% | −429−5.4% | Reduced |
| Allegheny Financial Group LTD | 7,518 | $1.17M | 0.37% | +158+2.1% | Added |
| Apella Capital, LLC | 7,261 | $1.17M | 0.07% | −151−2.0% | Reduced |
| Lantz Financial LLC | 7,581 | $1.17M | 0.42% | +876+13.1% | Added |
| Successful Portfolios LLC | 7,598 | $1.18M | 0.88% | +385+5.3% | Added |
| Norwood Financial Corp | 7,600 | $1.18M | 1.79% | −264−3.4% | Reduced |
| Westbourne Investment Advisors, Inc. | 7,600 | $1.18M | 0.47% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 7,636 | $1.18M | 0.09% | −863−10.2% | Reduced |
| Breed's Hill Capital LLC | 7,642 | $1.18M | 1.15% | +7,642 | New |
| Teamwork Financial Advisors, LLC | 7,651 | $1.19M | 0.20% | −577−7.0% | Reduced |
| Nilsine Partners, LLC | 7,653 | $1.19M | 0.18% | +363+5.0% | Added |
| Cutter & CO Brokerage, Inc. | 7,657 | $1.19M | 0.33% | +124+1.6% | Added |
| Nicholas Hoffman & Company, LLC. | 7,658 | $1.19M | 0.07% | +317+4.3% | Added |
| Archer Investment Corp | 7,662 | $1.19M | 0.38% | +13+0.2% | Added |
| Ridgecrest Wealth Partners, LLC | 7,671 | $1.19M | 0.79% | −519−6.3% | Reduced |
| Riverview Trust Co | 7,674 | $1.19M | 1.21% | +39+0.5% | Added |
| King Wealth | 7,701 | $1.19M | 0.23% | +5,038+189.2% | Added |
| BluePath Capital Management, LLC | 7,244 | $1.19M | 1.05% | +1,051+17.0% | Added |
| Hamilton Point Investment Advisors, LLC | 7,712 | $1.19M | 0.24% | +970+14.4% | Added |
| Hexagon Capital Partners LLC | 7,744 | $1.20M | 0.29% | −386−4.7% | Reduced |
| Itau Unibanco Holding S.A. | 7,744 | $1.20M | 0.04% | +998+14.8% | Added |
| NCM Capital Management, LLC | 7,748 | $1.20M | 0.73% | −54−0.7% | Reduced |
| WMS Partners, LLC | 7,748 | $1.20M | 0.09% | −3,248−29.5% | Reduced |
| Hanson & Doremus Investment Management | 7,749 | $1.20M | 0.23% | −99−1.3% | Reduced |
| Van Cleef Asset Management,Inc | 7,755 | $1.20M | 0.17% | +100+1.3% | Added |
| BigSur Wealth Management LLC | 7,784 | $1.21M | 0.57% | −775−9.1% | Reduced |
| Guardian Wealth Advisors, LLC | 7,808 | $1.21M | 0.18% | −433−5.3% | Reduced |
| Papp L Roy & Associates | 7,825 | $1.21M | 0.15% | +21+0.3% | Added |
| Allred Capital Management, LLC | 7,869 | $1.22M | 0.53% | +311+4.1% | Added |
| Charter Oak Capital Management, LLC | 7,871 | $1.22M | 0.14% | +356+4.7% | Added |
| MBE Wealth Management, LLC | 7,877 | $1.22M | 0.62% | +10.0% | Added |
| Morse Asset Management, Inc | 7,890 | $1.22M | 0.36% | −1,010−11.3% | Reduced |
| Broadleaf Partners, LLC | 7,898 | $1.22M | 0.36% | 00.0% | Unchanged |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 7,903 | $1.22M | 0.56% | −4,624−36.9% | Reduced |
| Wealth Alliance Advisory Group, LLC | 7,909 | $1.23M | 0.32% | +6+0.1% | Added |
| American Institute for Advanced Investment Management, LLP | 7,952 | $1.23M | 1.09% | −447−5.3% | Reduced |
| Hendershot Investments Inc. | 7,952 | $1.23M | 0.19% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 7,960 | $1.23M | 0.32% | +27+0.3% | Added |
| Willner & Heller, LLC | 7,962 | $1.23M | 1.38% | +7,962 | New |
| Riverpoint Wealth Management Holdings, LLC | 7,968 | $1.23M | 0.36% | +84+1.1% | Added |
| Plato Investment Management Ltd | 7,973 | $1.24M | 1.52% | +7,973 | New |
| Capstone Triton Financial Group, LLC | 7,987 | $1.24M | 0.90% | −718−8.2% | Reduced |
| Schrum Private Wealth Management LLC | 8,000 | $1.24M | 1.76% | −2,579−24.4% | Reduced |
| Knuff & Co LLC | 8,025 | $1.24M | 0.45% | 00.0% | Unchanged |
| Addison Capital Co | 8,035 | $1.25M | 0.77% | +742+10.2% | Added |
| Hummer Financial Advisory Services Inc | 8,040 | $1.25M | 1.14% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 8,049 | $1.25M | 0.70% | −125−1.5% | Reduced |
| LongView Wealth Management | 7,702 | $1.25M | 0.56% | +7,702 | New |
| Empire Financial Management Company, LLC | 8,070 | $1.25M | 0.49% | +33+0.4% | Added |
| Allen Investment Management LLC | 8,095 | $1.25M | 0.02% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 8,112 | $1.26M | 0.02% | −234−2.8% | Reduced |
| EPG Wealth Management LLC | 7,257 | $1.26M | 0.33% | −73−1.0% | Reduced |
| C2C Wealth Management, LLC | 9,026 | $1.26M | 1.07% | −20,328−69.3% | Reduced |
| Sentry LLC | 8,149 | $1.26M | 0.27% | +30.0% | Added |
| SRS Capital Advisors, Inc. | 8,151 | $1.26M | 0.14% | −395−4.6% | Reduced |
| Penserra Capital Management LLC | 8,169 | $1.26M | 0.02% | −2,339−22.3% | Reduced |
| Crescent Grove Advisors, LLC | 8,163 | $1.27M | 0.14% | −248−2.9% | Reduced |
| Woodward Diversified Capital, LLC | 8,175 | $1.27M | 0.80% | −449−5.2% | Reduced |
| Telemus Capital, LLC | 8,182 | $1.27M | 0.10% | −31−0.4% | Reduced |
| Colonial River Wealth Management, LLC | 8,194 | $1.27M | 0.75% | −2,100−20.4% | Reduced |
| Sonora Investment Management Group, LLC | 8,196 | $1.27M | 0.10% | −3,065−27.2% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 8,197 | $1.27M | 0.33% | +364+4.6% | Added |
| Carolinas Wealth Consulting LLC | 23,546 | $1.27M | 0.28% | +152+0.6% | Added |
| Camden National Bank | 8,236 | $1.28M | 0.24% | −619−7.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 8,244 | $1.28M | 0.31% | +2,557+45.0% | Added |
| Klingman & Associates, LLC | 8,255 | $1.28M | 0.09% | +15+0.2% | Added |
| Wealth Quarterback LLC | 8,280 | $1.28M | 0.78% | +174+2.1% | Added |
| Pacific Capital Partners Ltd | 8,299 | $1.29M | 0.97% | +150+1.8% | Added |
| Harvest Investment Services, LLC | 8,302 | $1.29M | 0.59% | +8,302 | New |
| Prepared Retirement Institute LLC | 8,310 | $1.29M | 0.96% | +8,310 | New |
| Resource Consulting Group Inc | 8,339 | $1.29M | 0.22% | 00.0% | Unchanged |
| First National Bank of Omaha | 8,340 | $1.29M | 0.08% | −120−1.4% | Reduced |
| Opinicus Capital, Inc. | 8,363 | $1.30M | 1.32% | +8,363 | New |