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, 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
- +267 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
- 365
- 1,174 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 | 4,238 | $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, 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 |
|---|---|---|---|---|---|
| Sovereign Financial Group, Inc. | 2,709 | $419.8K | 0.13% | −341−11.2% | Reduced |
| Aua Capital Management, LLC | 2,709 | $419.8K | 0.26% | 00.0% | Unchanged |
| Ironwood Financial, llc | 2,715 | $420.7K | 0.10% | −196−6.7% | Reduced |
| Dakota Community Bank & Trust NA | 2,717 | $421.1K | 2.36% | +76+2.9% | Added |
| Ballast Advisors LLC | 2,719 | $421.3K | 0.16% | +2+0.1% | Added |
| Grey Street Capital, LLC | 2,719 | $421.4K | 0.20% | −360−11.7% | Reduced |
| Vigilare Wealth Management | 2,726 | $422.5K | 0.22% | −108−3.8% | Reduced |
| Security National Bank | 2,730 | $423.1K | 0.10% | −56−2.0% | Reduced |
| American Capital Advisory, LLC | 2,735 | $423.8K | 0.30% | +2,735 | New |
| Maia Wealth LLC | 2,739 | $424.4K | 0.17% | +2,739 | New |
| LGT Financial Advisors LLC | 2,745 | $425.4K | 0.52% | −241−8.1% | Reduced |
| Cove Private Wealth, LLC | 2,750 | $426.2K | 0.40% | +2,750 | New |
| Stockman Wealth Management, Inc. | 2,755 | $427.0K | 0.09% | −156−5.4% | Reduced |
| Marion Wealth Management | 2,762 | $428.0K | 0.14% | −690−20.0% | Reduced |
| McRae Capital Management Inc | 2,766 | $428.6K | 0.11% | 00.0% | Unchanged |
| Greater Midwest Financial Group, LLC | 2,769 | $429.1K | 0.29% | +2,769 | New |
| New Jersey Better Educational Savings Trust | 2,790 | $432.4K | 0.91% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 2,799 | $433.8K | 0.30% | −376−11.8% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 2,800 | $433.9K | 0.00% | −455−14.0% | Reduced |
| Revolve Wealth Partners, LLC | 2,801 | $434.1K | 0.08% | −251−8.2% | Reduced |
| Hudock, Inc. | 2,801 | $434.2K | 0.09% | +68+2.5% | Added |
| Aprio Wealth Management, LLC | 2,808 | $435.2K | 0.10% | −652−18.8% | Reduced |
| Private Management Group Inc | 2,813 | $435.9K | 0.02% | −193−6.4% | Reduced |
| Essex LLC | 2,816 | $436.4K | 0.11% | −483−14.6% | Reduced |
| Libra Wealth LLC | 2,821 | $437.2K | 0.22% | −200−6.6% | Reduced |
| OMNI 360 Wealth, Inc. | 2,824 | $437.6K | 0.41% | +2,824 | New |
| CapWealth Advisors, LLC | 2,827 | $438.1K | 0.05% | +284+11.2% | Added |
| Dominguez Wealth Management Solutions, Inc. | 2,829 | $438.4K | 0.36% | −14−0.5% | Reduced |
| Heritage Investment Group, Inc. | 2,832 | $439.0K | 0.10% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 2,833 | $439.0K | 0.04% | +10.0% | Added |
| Xcel Wealth Management, LLC | 2,834 | $439.2K | 0.15% | −250−8.1% | Reduced |
| Larson Financial Group LLC | 2,835 | $439.3K | 0.04% | +305+12.1% | Added |
| Navalign, LLC | 2,840 | $440.1K | 0.15% | +150+5.6% | Added |
| Colonial Trust Advisors | 2,844 | $440.7K | 0.05% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 2,844 | $440.7K | 0.18% | 00.0% | Unchanged |
| Sterling Wealth Management, Inc. | 2,848 | $441.4K | 0.25% | +2,848 | New |
| Clough Capital Partners L P | 2,850 | $441.7K | 0.05% | −650−18.6% | Reduced |
| Advance Capital Management, Inc. | 2,854 | $442.2K | 0.03% | −141−4.7% | Reduced |
| Concorde Asset Management, LLC | 2,856 | $442.7K | 0.30% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 2,861 | $443.4K | 0.19% | +9+0.3% | Added |
| Alera Investment Advisors, LLC | 2,869 | $444.5K | 0.06% | +35+1.2% | Added |
| HT Partners LLC | 2,876 | $445.7K | 0.18% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,897 | $448.9K | 0.05% | −42−1.4% | Reduced |
| Verum Partners LLC | 2,898 | $449.2K | 0.18% | −33−1.1% | Reduced |
| Norris Perne & French LLP | 2,899 | $449.2K | 0.03% | +113+4.1% | Added |
| O'Rourke & Company, Inc | 2,907 | $451.0K | 0.29% | +7+0.2% | Added |
| Cassady Schiller Wealth Management, LLC | 2,920 | $452.5K | 0.23% | −130−4.3% | Reduced |
| Gimbal Financial | 2,922 | $452.8K | 0.45% | +2,922 | New |
| McLean Asset Management Corp | 2,797 | $453.5K | 0.17% | −157−5.3% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,931 | $454.3K | 0.06% | −123−4.0% | Reduced |
| Core Wealth Partners LLC | 2,933 | $454.3K | 0.37% | −85−2.8% | Reduced |
| Vista Wealth Management Group, LLC | 2,934 | $454.6K | 0.04% | −484−14.2% | Reduced |
| Krane Funds Advisors LLC | 2,959 | $458.6K | 0.02% | +1,142+62.9% | Added |
| Shufro Rose & Co LLC | 3,095 | $461.3K | 0.04% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 2,997 | $464.4K | 0.25% | −49−1.6% | Reduced |
| Kaizen Financial Strategies | 2,997 | $464.5K | 0.35% | +373+14.2% | Added |
| Advanced Portfolio Management, LLC | 2,999 | $464.8K | 0.49% | +2,999 | New |
| New Capital Management LP | 3,000 | $464.9K | 0.15% | −1,500−33.3% | Reduced |
| Pathway Financial Advisors LLC | 3,000 | $465.0K | 0.13% | −122−3.9% | Reduced |
| 180 Wealth Advisors, LLC | 2,917 | $466.2K | 0.09% | +430+17.3% | Added |
| Falcon Wealth Planning | 3,012 | $466.7K | 0.08% | +1,393+86.0% | Added |
| Talisman Wealth Advisors LLC | 3,012 | $466.8K | 0.69% | +31+1.0% | Added |
| Red Wave Investments LLC | 3,018 | $467.7K | 0.18% | +8+0.3% | Added |
| Affiance Financial, LLC | 3,019 | $467.9K | 0.14% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 3,021 | $468.2K | 0.42% | +6+0.2% | Added |
| Nebula Research & Development LLC | 3,030 | $469.6K | 0.14% | +3,030 | New |
| Sugarloaf Wealth Management, LLC | 3,030 | $469.6K | 0.11% | +286+10.4% | Added |
| NBW Capital LLC | 3,038 | $470.8K | 0.10% | −246−7.5% | Reduced |
| Trillium Asset Management, LLC | 3,048 | $472.0K | 0.01% | −346−10.2% | Reduced |
| Hixon Zuercher, LLC | 3,050 | $472.7K | 0.22% | +250+8.9% | Added |
| Roanoke Asset Management Corp | 3,050 | $473.0K | 0.18% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 3,053 | $473.1K | 0.11% | −194−6.0% | Reduced |
| Silvia McColl Wealth Management, LLC | 3,054 | $473.3K | 0.43% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 3,056 | $473.6K | 0.05% | +3,056 | New |
| Octavia Wealth Advisors, LLC | 3,060 | $474.2K | 0.08% | +758+32.9% | Added |
| Wallace Advisory Group, LLC | 3,189 | $475.4K | 0.37% | +166+5.5% | Added |
| Green Square Capital Advisors LLC | 3,068 | $475.4K | 0.06% | −432−12.3% | Reduced |
| Souders Financial Advisors | 3,079 | $477.1K | 0.08% | −2−0.1% | Reduced |
| Spectrum Investment Advisors, Inc. | 3,081 | $477.5K | 0.38% | +3,081 | New |
| Thrive Capital Management, LLC | 3,082 | $477.6K | 0.26% | −97−3.1% | Reduced |
| Horizon Bancorp Inc | 3,084 | $478.0K | 0.23% | +1,000+48.0% | Added |
| Davidson Investment Advisors | 3,095 | $479.6K | 0.03% | 00.0% | Unchanged |
| Professional Advisory Services Inc | 3,100 | $480.0K | 0.07% | 00.0% | Unchanged |
| Ballast, Inc. | 3,110 | $482.0K | 0.17% | +1,356+77.3% | Added |
| Hollow Brook Wealth Management LLC | 3,125 | $484.3K | 0.19% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 3,126 | $484.5K | 0.02% | +124+4.1% | Added |
| Northwest Financial Advisors | 3,140 | $486.6K | 0.41% | +3,140 | New |
| Sandbox Financial Partners, LLC | 3,144 | $487.3K | 0.23% | +14+0.4% | Added |
| Insight Inv LLC | 3,150 | $488.2K | 0.48% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 3,155 | $488.9K | 0.54% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 3,155 | $489.0K | 0.06% | +3,155 | New |
| Viewpoint Capital Management LLC | 3,157 | $489.2K | 0.34% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 3,159 | $489.6K | 0.08% | +228+7.8% | Added |
| Armstrong, Fleming & Moore, Inc | 3,159 | $489.6K | 0.37% | +4+0.1% | Added |
| CFO4Life Group, LLC | 3,160 | $489.7K | 0.09% | −691−17.9% | Reduced |
| Financial Security Advisor, Inc. | 3,171 | $491.4K | 0.19% | +137+4.5% | Added |
| Carlson Capital Management | 3,174 | $491.9K | 0.03% | +1,127+55.1% | Added |
| WestHill Financial Advisors, Inc. | 3,181 | $493.0K | 0.13% | −118−3.6% | Reduced |
| Seelaus Asset Management LLC | 3,182 | $493.1K | 0.48% | −375−10.5% | Reduced |
| Pin Oak Investment Advisors Inc | 3,199 | $496.0K | 0.50% | +50+1.6% | Added |