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, Q1 2024
Institutional positions in AbbVie Inc. as of Mar 31, 2024. 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
- 3,390
- +108 vs. Q4 2023
- Shares held
- 1.26B
- +18.8M (+1.5%) vs. Q4 2023
- Total value
- $228.3B
- +$36.5B (+19.0%) vs. Q4 2023
- New holders
- 223
- 1,338 more added
- Sold out
- 115
- 1,491 more reduced
48 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding AbbVie Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Willis Johnson & Associates, Inc. | 3,267 | $595.0K | 0.05% | −11−0.3% | Reduced |
| DGS Capital Management, LLC | 3,279 | $597.1K | 0.17% | +814+33.0% | Added |
| Hara Capital LLC | 3,296 | $600.2K | 0.36% | −155−4.5% | Reduced |
| Howard Financial Services, Ltd. | 3,299 | $600.8K | 0.10% | −505−13.3% | Reduced |
| Lountzis Asset Management, LLC | 3,300 | $600.9K | 0.28% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 3,304 | $601.7K | 0.13% | +2+0.1% | Added |
| Old Mission Investment Co LLC | 3,310 | $602.8K | 0.20% | −461−12.2% | Reduced |
| Garden State Investment Advisory Services LLC | 3,321 | $602.9K | 0.22% | +68+2.1% | Added |
| Madrona Financial Services, LLC | 3,311 | $602.9K | 0.21% | +1,501+82.9% | Added |
| Merriman Wealth Management, LLC | 3,311 | $603.0K | 0.03% | +4+0.1% | Added |
| Berkshire Bank | 3,325 | $605.5K | 0.15% | −1,163−25.9% | Reduced |
| Renaissance Group LLC | 3,330 | $606.4K | 0.02% | −58−1.7% | Reduced |
| FirstPurpose Wealth LLC | 3,588 | $606.4K | 0.22% | −58−1.6% | Reduced |
| BancFirst Trust & Investment Management | 3,333 | $606.9K | 0.29% | 00.0% | Unchanged |
| Invst, LLC | 3,359 | $607.1K | 0.07% | −736−18.0% | Reduced |
| Parisi Gray Wealth Management | 3,344 | $608.9K | 0.23% | +136+4.2% | Added |
| Stonebridge Capital Management Inc | 3,347 | $609.0K | 0.27% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 3,344 | $609.0K | 0.05% | −2,947−46.8% | Reduced |
| Worth Financial Advisory Group, LLC | 3,346 | $609.3K | 0.42% | −23−0.7% | Reduced |
| Central Bank & Trust Co | 3,346 | $609.3K | 0.09% | −68−2.0% | Reduced |
| Clarkston Capital Partners, LLC | 3,350 | $610.0K | 0.01% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 3,351 | $610.2K | 0.29% | −710−17.5% | Reduced |
| Cooper/Haims Advisors, LLC | 3,354 | $610.7K | 0.36% | −12−0.4% | Reduced |
| Kaizen Financial Strategies | 3,356 | $611.1K | 0.42% | +359+12.0% | Added |
| Alta Capital Management LLC | 3,360 | $611.9K | 0.04% | −250−6.9% | Reduced |
| Hoey Investments, Inc | 3,372 | $614.0K | 0.14% | −400−10.6% | Reduced |
| Sage Capital Management, LLC | 3,373 | $614.3K | 0.33% | +7+0.2% | Added |
| Rosenberg Matthew Hamilton | 3,405 | $615.5K | 0.18% | +30+0.9% | Added |
| Running Point Capital Advisors, LLC | 3,388 | $617.0K | 0.28% | +3,388 | New |
| Bright Futures Wealth Management, LLC. | 3,652 | $617.2K | 0.33% | +3,652 | New |
| Miller Investment Management, LP | 3,390 | $617.3K | 0.08% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 3,395 | $618.2K | 0.05% | +300+9.7% | Added |
| waypoint wealth counsel | 3,399 | $619.0K | 0.48% | +87+2.6% | Added |
| Mason & Associates Inc | 3,399 | $619.0K | 0.17% | +10.0% | Added |
| Prudent Man Advisors, LLC | 3,402 | $619.5K | 0.23% | −201−5.6% | Reduced |
| Phillips Financial Management, LLC | 3,405 | $620.1K | 0.05% | +157+4.8% | Added |
| Cutler Investment Counsel LLC | 3,412 | $621.3K | 0.08% | −667−16.4% | Reduced |
| Mill Creek Capital Advisors, LLC | 3,421 | $623.0K | 0.02% | −497−12.7% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 3,419 | $623.0K | 0.01% | −7,685−69.2% | Reduced |
| Fusion Capital, LLC | 3,423 | $623.2K | 0.29% | −36−1.0% | Reduced |
| Fidelity D & D Bancorp Inc | 3,426 | $623.9K | 0.47% | +74+2.2% | Added |
| Affinity Capital Advisors, LLC | 3,427 | $624.0K | 0.14% | +37+1.1% | Added |
| Altus Wealth Group LLC | 3,430 | $624.5K | 0.31% | +76+2.3% | Added |
| Gillespie Robinson & Grimm Inc | 3,448 | $627.9K | 0.05% | +170+5.2% | Added |
| Galvin, Gaustad & Stein, LLC | 3,454 | $629.0K | 0.06% | −69−2.0% | Reduced |
| Nexus Investment Management ULC | 3,456 | $629.3K | 0.06% | 00.0% | Unchanged |
| E&G Advisors, LP | 3,459 | $629.9K | 0.20% | +103+3.1% | Added |
| CVA Family Office, LLC | 3,469 | $631.7K | 0.11% | +103+3.1% | Added |
| Bedell Frazier Investment Counseling, LLC | 3,469 | $631.7K | 0.16% | −67,230−95.1% | Reduced |
| Unique Wealth, LLC | 3,471 | $632.1K | 0.18% | +134+4.0% | Added |
| Riversedge Advisors, LLC | 3,479 | $633.5K | 0.16% | +106+3.1% | Added |
| Capstone Wealth Management Group, LLC | 3,480 | $633.7K | 0.45% | +39+1.1% | Added |
| Clarus Group, Inc. | 3,494 | $636.3K | 0.45% | +7+0.2% | Added |
| Horizon Wealth Management, LLC | 3,508 | $638.8K | 0.17% | +111+3.3% | Added |
| Grant Street Asset Management, Inc. | 3,531 | $642.9K | 0.21% | +2+0.1% | Added |
| Smith Anglin Financial, LLC | 3,534 | $643.5K | 0.07% | +253+7.7% | Added |
| Capasso Planning Partners LLC | 3,539 | $644.5K | 0.27% | +112+3.3% | Added |
| China Universal Asset Management Co., Ltd. | 3,545 | $645.5K | 0.08% | +3,545 | New |
| Voya Financial Advisors, Inc. | 3,584 | $646.4K | 0.07% | −571−13.7% | Reduced |
| Saxon Interests, Inc. | 3,553 | $647.0K | 0.31% | +26+0.7% | Added |
| BigSur Wealth Management LLC | 3,572 | $650.5K | 0.20% | −4,212−54.1% | Reduced |
| Northern Financial Advisors Inc | 3,575 | $651.0K | 0.51% | −20−0.6% | Reduced |
| Vaughan & Co Securities, Inc. | 3,577 | $651.4K | 0.41% | −390−9.8% | Reduced |
| Winthrop Advisory Group LLC | 3,582 | $652.2K | 0.09% | +78+2.2% | Added |
| Optas, LLC | 3,582 | $652.3K | 0.18% | +355+11.0% | Added |
| Crew Capital Management, Ltd. | 3,586 | $653.0K | 0.53% | +1,306+57.3% | Added |
| Auxano Advisors, LLC | 3,597 | $655.0K | 0.19% | +1,313+57.5% | Added |
| Livelsberger Financial Advisory | 4,056 | $655.3K | 7.76% | +17+0.4% | Added |
| Forest Hill Capital, LLC | 3,600 | $655.6K | 0.56% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 3,604 | $656.4K | 0.04% | +61+1.7% | Added |
| LaSalle St. Investment Advisors, LLC | 4,152 | $657.0K | 0.37% | +304+7.9% | Added |
| Peoples Bank | 3,609 | $657.2K | 0.37% | +169+4.9% | Added |
| Eudaimonia Partners, LLC | 3,609 | $657.3K | 0.16% | −207−5.4% | Reduced |
| New Republic Capital, LLC | 3,613 | $658.0K | 0.42% | +79+2.2% | Added |
| Perennial Investment Advisors, LLC | 3,617 | $658.7K | 0.10% | +181+5.3% | Added |
| Bollard Group LLC | 3,623 | $660.0K | 0.02% | −243−6.3% | Reduced |
| EWG Elevate Inc. | 3,629 | $660.8K | 0.25% | +56+1.6% | Added |
| Delta Investment Management, LLC | 3,634 | $661.8K | 0.15% | −399−9.9% | Reduced |
| Savvy Advisors, Inc. | 3,641 | $663.0K | 0.38% | +1,346+58.6% | Added |
| Congress Park Capital LLC | 3,662 | $666.9K | 0.30% | −30−0.8% | Reduced |
| Quantum Financial Advisors, LLC | 3,671 | $668.5K | 0.12% | +1,005+37.7% | Added |
| Verus Financial Partners, Inc. | 3,675 | $669.2K | 0.08% | +5+0.1% | Added |
| Legacy Financial Group, Inc. | 3,681 | $670.3K | 0.26% | +198+5.7% | Added |
| NFP Retirement, Inc. | 3,684 | $670.4K | 0.06% | +100+2.8% | Added |
| Magnolia Capital Management Ltd | 3,685 | $671.0K | 0.57% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 3,691 | $672.1K | 0.05% | −86−2.3% | Reduced |
| Weybosset Research & Management LLC | 1,455 | $673.0K | 0.51% | −250−14.7% | Reduced |
| Axq Capital, LP | 3,700 | $673.8K | 0.16% | +3,700 | New |
| Evanson Asset Management, LLC | 3,701 | $674.0K | 0.05% | −167−4.3% | Reduced |
| Annandale Capital, LLC | 3,700 | $674.0K | 0.15% | 00.0% | Unchanged |
| Orion Capital Management LLC | 3,715 | $676.5K | 0.36% | 00.0% | Unchanged |
| Montag & Caldwell, LLC | 3,722 | $677.8K | 0.12% | −63−1.7% | Reduced |
| Sonoma Private Wealth LLC | 3,734 | $679.9K | 1.09% | −161−4.1% | Reduced |
| 1858 Wealth Management, LLC | 4,394 | $680.9K | 0.65% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 3,741 | $681.2K | 0.01% | +134+3.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 3,747 | $682.3K | 0.08% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 3,752 | $683.3K | 0.41% | +2+0.1% | Added |
| Epiq Partners, LLC | 3,753 | $683.5K | 0.45% | −13,827−78.7% | Reduced |
| Barlow Wealth Partners, Inc. | 4,225 | $685.6K | 0.09% | −4−0.1% | Reduced |
| Cullen Capital Management LLC | 3,772 | $686.9K | 0.01% | +298+8.6% | Added |