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 |
|---|---|---|---|---|---|
| Peoples Financial Services Corp. | 26,481 | $4.10M | 1.78% | −116−0.4% | Reduced |
| Patrick M Sweeney & Associates, Inc | 26,377 | $4.09M | 3.74% | +26,377 | New |
| Phocas Financial Corp. | 26,350 | $4.08M | 0.54% | −6,184−19.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 26,268 | $4.07M | 2.45% | −100−0.4% | Reduced |
| Boston Trust Walden Corp | 26,188 | $4.06M | 0.03% | −480−1.8% | Reduced |
| Woodmont Investment Counsel LLC | 25,993 | $4.03M | 0.38% | −910−3.4% | Reduced |
| Marietta Investment Partners LLC | 25,993 | $4.03M | 1.00% | −800−3.0% | Reduced |
| Howland Capital Management LLC | 25,986 | $4.03M | 0.21% | −176−0.7% | Reduced |
| Harbor Advisory Corp | 25,979 | $4.03M | 1.44% | −650−2.4% | Reduced |
| BFSG, LLC | 25,918 | $4.02M | 0.59% | −240−0.9% | Reduced |
| Intrua Financial, LLC | 25,784 | $4.00M | 0.62% | +4,495+21.1% | Added |
| Cornell Pochily Investment Advisors, Inc. | 25,779 | $4.00M | 1.66% | −21,777−45.8% | Reduced |
| Merit Financial Group, LLC | 25,767 | $3.99M | 0.12% | −14,814−36.5% | Reduced |
| Caldwell Trust Co | 25,746 | $3.99M | 0.50% | −3,033−10.5% | Reduced |
| Wealth Alliance | 25,731 | $3.99M | 0.56% | +2,091+8.8% | Added |
| CFS Investment Advisory Services, LLC | 25,717 | $3.98M | 0.72% | −1,107−4.1% | Reduced |
| Lifeworks Advisors, LLC | 25,713 | $3.98M | 1.37% | +482+1.9% | Added |
| Hengehold Capital Management LLC | 25,640 | $3.97M | 0.47% | +264+1.0% | Added |
| Morton Community Bank | 25,633 | $3.97M | 1.30% | +25,633 | New |
| Fluent Financial, LLC | 25,557 | $3.96M | 2.35% | −911−3.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 25,517 | $3.95M | 1.47% | +4,025+18.7% | Added |
| Apriem Advisors | 25,476 | $3.95M | 0.53% | −1,036−3.9% | Reduced |
| Boit C F David | 24,600 | $3.95M | 2.24% | 00.0% | Unchanged |
| Capricorn Fund Managers Ltd | 25,447 | $3.94M | 2.17% | +25,447 | New |
| Old Second National Bank of Aurora | 25,333 | $3.93M | 1.08% | −392−1.5% | Reduced |
| Ballentine Partners, LLC | 25,329 | $3.93M | 0.08% | −2,419−8.7% | Reduced |
| Kempen Capital Management N.V. | 25,132 | $3.89M | 0.05% | +3,041+13.8% | Added |
| Hartford Financial Management Inc. | 25,100 | $3.89M | 0.88% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 25,096 | $3.89M | 0.38% | +904+3.7% | Added |
| NEOS Investment Management LLC | 25,056 | $3.88M | 0.37% | +7,172+40.1% | Added |
| SeaCrest Wealth Management, LLC | 23,904 | $3.88M | 0.48% | −338−1.4% | Reduced |
| KLCM Advisors, Inc. | 25,007 | $3.88M | 0.60% | −248−1.0% | Reduced |
| Peloton Wealth Strategists | 25,005 | $3.88M | 1.68% | −2,090−7.7% | Reduced |
| Glynn Capital Management LLC | 25,000 | $3.87M | 0.72% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 24,978 | $3.87M | 1.88% | +278+1.1% | Added |
| Frontier Asset Management, LLC | 24,868 | $3.85M | 1.45% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 24,795 | $3.84M | 0.07% | −3,088−11.1% | Reduced |
| Shoker Investment Counsel, Inc. | 24,776 | $3.84M | 1.48% | +110+0.4% | Added |
| Dorsey & Whitney Trust CO LLC | 24,736 | $3.83M | 0.29% | +60+0.2% | Added |
| Fiduciary Group LLC | 24,695 | $3.83M | 0.45% | −120−0.5% | Reduced |
| Loudon Investment Management, LLC | 24,693 | $3.83M | 2.37% | −758−3.0% | Reduced |
| Avitas Wealth Management LLC | 24,646 | $3.82M | 0.64% | +468+1.9% | Added |
| Fifth Third Wealth Advisors LLC | 24,634 | $3.82M | 1.24% | +1,627+7.1% | Added |
| Covenant Asset Management, LLC | 24,617 | $3.81M | 1.06% | −1,266−4.9% | Reduced |
| Perkins Coie Trust Co | 24,467 | $3.79M | 0.96% | −1,448−5.6% | Reduced |
| Sumitomo Life Insurance Co | 24,463 | $3.79M | 0.12% | −1,271−4.9% | Reduced |
| Horizon Investments, LLC | 24,650 | $3.78M | 0.11% | −7,964−24.4% | Reduced |
| Ronald Blue Trust, Inc. | 25,380 | $3.78M | 0.06% | +1,607+6.8% | Added |
| Holderness Investments Co | 24,395 | $3.78M | 1.04% | −271−1.1% | Reduced |
| Clayton Partners LLC | 24,384 | $3.78M | 3.06% | +19+0.1% | Added |
| Scott & Selber, Inc. | 24,363 | $3.78M | 1.42% | −85−0.3% | Reduced |
| Tennessee Valley Asset Management Partners | 24,352 | $3.77M | 1.01% | −230−0.9% | Reduced |
| StoneX Group Inc. | 24,336 | $3.77M | 0.37% | +1,489+6.5% | Added |
| Ashton Thomas Private Wealth, LLC | 24,246 | $3.76M | 0.24% | −174−0.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 24,186 | $3.75M | 0.50% | +7,259+42.9% | Added |
| Horizon Kinetics Asset Management LLC | 24,040 | $3.73M | 0.08% | −784−3.2% | Reduced |
| AlphaStar Capital Management, LLC | 23,996 | $3.72M | 0.34% | +581+2.5% | Added |
| Keudell/Morrison Wealth Management | 23,944 | $3.71M | 1.22% | −530−2.2% | Reduced |
| Tradition Wealth Management, LLC | 23,918 | $3.71M | 0.39% | +829+3.6% | Added |
| Stokes Family Office, LLC | 23,812 | $3.69M | 0.50% | −3,657−13.3% | Reduced |
| Shepherd Financial Partners LLC | 23,779 | $3.69M | 0.52% | +175+0.7% | Added |
| SageView Advisory Group, LLC | 22,298 | $3.68M | 0.16% | +9,460+73.7% | Added |
| Hunter Associates Investment Management LLC | 23,726 | $3.67M | 0.67% | −445−1.8% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 23,646 | $3.66M | 1.70% | −495−2.1% | Reduced |
| Cary Street Partners Asset Management LLC | 23,645 | $3.66M | 0.63% | −1,080−4.4% | Reduced |
| Claro Advisors LLC | 23,599 | $3.66M | 0.79% | −1,802−7.1% | Reduced |
| Round Rock Advisors, LLC | 23,558 | $3.65M | 0.92% | +23,558 | New |
| Intrust Bank NA | 23,510 | $3.64M | 0.42% | +341+1.5% | Added |
| Parthenon LLC | 23,435 | $3.63M | 0.50% | −1,131−4.6% | Reduced |
| German American Bancorp, Inc. | 23,346 | $3.62M | 0.48% | +242+1.0% | Added |
| Oarsman Capital, Inc. | 23,288 | $3.61M | 0.96% | +797+3.5% | Added |
| Millennium Capital Advisors, LLC | 23,279 | $3.61M | 2.76% | −297−1.3% | Reduced |
| Dudley Capital Management, LLC | 23,210 | $3.60M | 2.31% | +106+0.5% | Added |
| Altrius Capital Management Inc | 23,130 | $3.58M | 1.00% | +431+1.9% | Added |
| ExodusPoint Capital Management, LP | 23,088 | $3.58M | 0.04% | −207,105−90.0% | Reduced |
| Verdence Capital Advisors LLC | 23,074 | $3.58M | 0.35% | +1,051+4.8% | Added |
| Capital Wealth Alliance, LLC | 23,070 | $3.58M | 2.45% | −36−0.2% | Reduced |
| Exeter Financial, LLC | 21,986 | $3.57M | 1.73% | +271+1.2% | Added |
| Convergence Investment Partners, LLC | 23,015 | $3.57M | 1.86% | −654−2.8% | Reduced |
| Ahl Investment Management, Inc. | 22,956 | $3.56M | 2.91% | −80.0% | Reduced |
| Founders Capital Management, LLC | 22,926 | $3.55M | 0.73% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 22,907 | $3.55M | 0.34% | −303−1.3% | Reduced |
| Bank Hapoalim BM | 22,851 | $3.54M | 0.48% | −830−3.5% | Reduced |
| Valley Brook Capital Group | 22,845 | $3.54M | 3.08% | +128+0.6% | Added |
| Cipher Capital LP | 22,833 | $3.54M | 1.15% | +12,561+122.3% | Added |
| Modus Advisors, LLC | 22,709 | $3.52M | 1.43% | +494+2.2% | Added |
| Altfest L J & Co Inc | 22,679 | $3.52M | 0.51% | −667−2.9% | Reduced |
| Washington Trust Bank | 22,533 | $3.49M | 0.31% | −78−0.3% | Reduced |
| Checchi Capital Advisers, LLC | 22,516 | $3.49M | 0.28% | −703−3.0% | Reduced |
| Paradigm Asset Management Co LLC | 22,500 | $3.49M | 0.92% | −600−2.6% | Reduced |
| McDonald Partners LLC | 22,479 | $3.48M | 1.03% | +96+0.4% | Added |
| Csenge Advisory Group | 22,461 | $3.48M | 0.22% | −948−4.0% | Reduced |
| Financial Advisory Service, Inc. | 22,453 | $3.48M | 0.33% | +625+2.9% | Added |
| Aull & Monroe Investment Management Corp | 22,370 | $3.47M | 1.71% | −370−1.6% | Reduced |
| Gladstone Institutional Advisory LLC | 22,363 | $3.47M | 0.19% | +1,325+6.3% | Added |
| Jensen Investment Management Inc | 22,237 | $3.45M | 0.03% | 00.0% | Unchanged |
| Clear Rock Advisors, LLC | 19,780 | $3.44M | 1.56% | +19,780 | New |
| Shilanski & Associates, Inc. | 22,185 | $3.44M | 1.31% | +103+0.5% | Added |
| Community Trust & Investment Co | 22,122 | $3.43M | 0.26% | −499−2.2% | Reduced |
| Guardian Investment Management | 22,121 | $3.43M | 2.91% | −700−3.1% | Reduced |