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 |
|---|---|---|---|---|---|
| Petix & Botte Co | 4,309 | $784.7K | 0.19% | −4,327−50.1% | Reduced |
| Traynor Capital Management, Inc. | 4,312 | $785.1K | 0.07% | +198+4.8% | Added |
| Clark Financial Services Group Inc | 4,315 | $786.0K | 0.95% | −12−0.3% | Reduced |
| Financial Advisory Group | 4,322 | $787.0K | 0.14% | −26−0.6% | Reduced |
| Wealth Management Partners, LLC | 4,341 | $790.5K | 0.40% | −364−7.7% | Reduced |
| Per Stirling Capital Management, LLC. | 4,369 | $795.5K | 0.13% | +245+5.9% | Added |
| Alpha Family Trust | 4,375 | $796.7K | 0.48% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 4,745 | $796.7K | 0.30% | +109+2.4% | Added |
| Mill Capital Management, LLC | 4,382 | $798.0K | 0.07% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 4,396 | $800.5K | 0.18% | −4,173−48.7% | Reduced |
| Capital Advisors, Ltd. LLC | 4,398 | $801.0K | 0.10% | +128+3.0% | Added |
| Brown Wealth Management, LLC | 4,402 | $801.6K | 0.33% | −87−1.9% | Reduced |
| Arcus Capital Partners, LLC | 4,404 | $802.0K | 0.25% | +808+22.5% | Added |
| Davies Financial Advisors, Inc. | 4,406 | $802.4K | 0.82% | +4,406 | New |
| Manchester Financial Inc | 4,412 | $803.5K | 0.21% | +156+3.7% | Added |
| Vanguard Capital Wealth Advisors | 4,415 | $803.8K | 0.57% | +6+0.1% | Added |
| Bullock Wealth Management Group | 4,449 | $804.3K | 0.54% | +4,449 | New |
| WealthShield Partners, LLC | 4,422 | $805.3K | 0.13% | −250−5.4% | Reduced |
| AA Financial Advisors, LLC | 4,424 | $805.6K | 0.33% | +4,424 | New |
| Roble, Belko & Company, Inc | 4,429 | $807.0K | 0.14% | +3,837+648.1% | Added |
| TFC Financial Management | 4,437 | $808.0K | 0.14% | +9+0.2% | Added |
| Financial Advisors, LLC | 4,450 | $810.3K | 0.17% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 4,885 | $812.9K | 0.68% | +1,441+41.8% | Added |
| CWS Financial Advisors, LLC | 4,471 | $814.2K | 0.33% | −975−17.9% | Reduced |
| Everpar Advisors LLC | 4,472 | $814.4K | 0.50% | −1,635−26.8% | Reduced |
| Smith Chas P & Associates Pa Cpas | 4,480 | $815.8K | 0.05% | +1,003+28.8% | Added |
| Chase Investment Counsel Corp | 4,485 | $816.0K | 0.30% | +181+4.2% | Added |
| Sachetta, LLC | 5,267 | $816.3K | 0.39% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 4,488 | $817.3K | 0.45% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 5,120 | $817.3K | 0.15% | +136+2.7% | Added |
| Breakwater Capital Group | 4,494 | $818.4K | 0.21% | +543+13.7% | Added |
| NorthStar Asset Management LLC | 4,497 | $818.9K | 0.62% | +90+2.0% | Added |
| Reik & Co., LLC | 4,500 | $819.5K | 0.20% | 00.0% | Unchanged |
| Orca Investment Management, LLC | 4,509 | $821.1K | 0.77% | −365−7.5% | Reduced |
| Landaas & Co | 4,518 | $823.0K | 0.27% | −885−16.4% | Reduced |
| AdvisorNet Financial, Inc | 4,524 | $823.8K | 0.08% | +1,000+28.4% | Added |
| Hilltop National Bank | 4,525 | $824.0K | 0.28% | +4,525 | New |
| Wealth Dimensions Group, Ltd. | 4,525 | $824.1K | 0.24% | +59+1.3% | Added |
| Oder Investment Management, LLC | 4,537 | $826.1K | 0.77% | −508−10.1% | Reduced |
| Fort Pitt Capital Group, LLC | 4,540 | $826.7K | 0.03% | −307−6.3% | Reduced |
| Measured Wealth Private Client Group, LLC | 4,543 | $827.3K | 0.29% | +3+0.1% | Added |
| Tillman Hartley LLC | 4,544 | $827.5K | 0.28% | −93−2.0% | Reduced |
| Onefund, LLC | 4,578 | $827.6K | 0.99% | −90−1.9% | Reduced |
| Cassia Capital Partners, LLC | 4,546 | $827.8K | 0.55% | +875+23.8% | Added |
| Green Harvest Asset Management LLC | 4,548 | $828.2K | 0.02% | +965+26.9% | Added |
| Founders Financial Securities LLC | 4,564 | $831.1K | 0.09% | −307−6.3% | Reduced |
| CM Wealth Advisors LLC | 5,079 | $833.5K | 0.24% | +1,696+50.1% | Added |
| Operose Advisors LLC | 4,583 | $834.6K | 0.28% | +2,630+134.7% | Added |
| D'Orazio & Associates, Inc. | 4,589 | $835.6K | 0.13% | +355+8.4% | Added |
| Retirement Planning Group | 4,623 | $841.8K | 0.06% | +17+0.4% | Added |
| Integris Wealth Management, LLC | 4,639 | $844.7K | 0.23% | +203+4.6% | Added |
| Innova Wealth Partners | 4,640 | $844.9K | 0.65% | +21+0.5% | Added |
| Cardiff Park Advisors, LLC | 4,646 | $846.1K | 0.08% | 00.0% | Unchanged |
| Prentiss Smith & Co Inc | 4,647 | $846.2K | 0.59% | −405−8.0% | Reduced |
| Commonwealth Financial Services, LLC | 5,489 | $850.6K | 0.20% | 00.0% | Unchanged |
| Clean Yield Group | 4,686 | $853.3K | 0.33% | −30−0.6% | Reduced |
| Alta Advisers Ltd | 4,700 | $855.9K | 0.42% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 4,703 | $856.4K | 0.09% | +4+0.1% | Added |
| 626 Financial, LLC | 4,704 | $856.6K | 0.52% | −198−4.0% | Reduced |
| Cottage Street Advisors LLC | 4,710 | $857.7K | 0.52% | −27−0.6% | Reduced |
| Rice Hall James & Associates, LLC | 4,727 | $860.8K | 0.05% | −109−2.3% | Reduced |
| Guardian Asset Advisors, LLC | 4,729 | $861.1K | 0.71% | +87+1.9% | Added |
| M. Kulyk & Associates, LLC | 4,729 | $861.2K | 0.20% | −125−2.6% | Reduced |
| Menard Financial Group LLC | 4,730 | $861.2K | 0.72% | +2,885+156.4% | Added |
| Fullerton Fund Management Co Ltd. | 4,732 | $861.7K | 0.04% | +4,732 | New |
| MTM Investment Management, LLC | 4,754 | $865.8K | 0.36% | +24+0.5% | Added |
| Trilogy Capital Inc. | 4,767 | $868.0K | 0.05% | −14,901−75.8% | Reduced |
| WealthTrust Asset Management, LLC | 4,780 | $870.4K | 0.66% | −43−0.9% | Reduced |
| Legacy Edge Advisors, LLC | 4,787 | $871.7K | 0.18% | −54−1.1% | Reduced |
| Family Firm, Inc. | 4,787 | $871.7K | 0.21% | +31+0.7% | Added |
| Motiv8 Investments LLC | 4,802 | $874.4K | 0.68% | +507+11.8% | Added |
| Bogart Wealth, LLC | 4,803 | $874.6K | 0.04% | −55,008−92.0% | Reduced |
| Montchanin Asset Management, LLC | 4,805 | $875.0K | 0.86% | +4,805 | New |
| Advisor Resource Council | 5,640 | $877.6K | 0.37% | +1,315+30.4% | Added |
| BCU Wealth Advisors, LLC | 4,845 | $882.3K | 0.75% | +31+0.6% | Added |
| Redwood Wealth Management Group, LLC | 4,849 | $882.9K | 0.94% | −190−3.8% | Reduced |
| Paragon Financial Partners, Inc. | 4,852 | $883.5K | 0.73% | +10.0% | Added |
| JB Capital LLC | 4,852 | $883.6K | 0.06% | +119+2.5% | Added |
| Meridian Wealth Partners, LLC | 4,856 | $884.3K | 0.16% | +141+3.0% | Added |
| Novare Capital Management LLC | 4,859 | $884.8K | 0.08% | −1,643−25.3% | Reduced |
| Sax Wealth Advisors, LLC | 4,862 | $885.3K | 0.10% | +193+4.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 4,864 | $885.8K | 0.32% | +622+14.7% | Added |
| Corundum Group, Inc. | 4,866 | $886.1K | 0.43% | −102−2.1% | Reduced |
| Osterweis Capital Management Inc | 4,871 | $887.0K | 0.05% | −45−0.9% | Reduced |
| Castlekeep Investment Advisors LLC | 4,876 | $887.9K | 0.64% | −1,792−26.9% | Reduced |
| Wealth Architects, LLC | 4,885 | $889.6K | 0.12% | +244+5.3% | Added |
| One Charles Private Wealth Services, LLC | 4,886 | $889.7K | 0.39% | +20.0% | Added |
| Hubbell Strickland Wealth Management, LLC | 4,896 | $891.5K | 0.45% | +20+0.4% | Added |
| MJP Associates Inc | 4,899 | $892.1K | 0.19% | +736+17.7% | Added |
| WNY Asset Management, LLC | 4,905 | $893.1K | 0.14% | +262+5.6% | Added |
| Accel Wealth Management | 4,905 | $893.2K | 0.38% | +273+5.9% | Added |
| Clark Capital Management Group, Inc. | 4,907 | $893.6K | 0.01% | −637−11.5% | Reduced |
| Summit Asset Management, LLC | 4,909 | $893.8K | 0.19% | +20.0% | Added |
| Close Asset Management Ltd | 4,943 | $899.0K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 4,948 | $901.0K | 0.31% | +429+9.5% | Added |
| Green Square Capital Advisors LLC | 4,963 | $903.8K | 0.12% | +1,895+61.8% | Added |
| Stone Run Capital, LLC | 5,000 | $910.5K | 0.35% | +1,300+35.1% | Added |
| Towerpoint Wealth, LLC | 5,003 | $911.1K | 0.46% | +304+6.5% | Added |
| Payden & Rygel | 5,010 | $912.0K | 0.06% | 00.0% | Unchanged |
| Payden & Rygel Investment Group | 5,010 | $912.0K | 0.06% | +5,010 | New |