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; 4,240 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
- 1,337 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 | 4,240 | $335.4B |
| Q1 2026 | 4,119 | $281.9B |
| Q4 2025 | 4,174 | $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, 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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 36,839 | $6.71M | 0.05% | +6,619+21.9% | Added |
| Bonness Enterprises Inc | 36,900 | $6.72M | 2.42% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 37,110 | $6.76M | 1.21% | −2,058−5.3% | Reduced |
| Shorepoint Capital Partners LLC | 37,130 | $6.76M | 1.65% | −2,319−5.9% | Reduced |
| Oliver Luxxe Assets LLC | 37,152 | $6.77M | 1.42% | −293−0.8% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 37,179 | $6.77M | 1.79% | −373−1.0% | Reduced |
| Spectrum Wealth Counsel, LLC | 37,240 | $6.78M | 0.83% | −158−0.4% | Reduced |
| Sageworth Trust Co | 37,264 | $6.79M | 0.44% | −550−1.5% | Reduced |
| Monetary Management Group Inc | 37,281 | $6.79M | 1.89% | −434−1.2% | Reduced |
| Liberty Capital Management, Inc. | 37,358 | $6.80M | 1.68% | −429−1.1% | Reduced |
| Reynders McVeigh Capital Management, LLC | 37,451 | $6.82M | 0.39% | −3,446−8.4% | Reduced |
| HGK Asset Management Inc | 37,499 | $6.83M | 1.33% | −4,123−9.9% | Reduced |
| Everence Capital Management Inc | 37,621 | $6.85M | 0.45% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 37,698 | $6.86M | 1.61% | −100−0.3% | Reduced |
| Associated Banc-Corp | 37,731 | $6.87M | 0.22% | +1,286+3.5% | Added |
| Private Trust Co NA | 37,871 | $6.90M | 0.74% | +215+0.6% | Added |
| Carnegie Capital Asset Management, LLC | 37,918 | $6.90M | 0.21% | −600−1.6% | Reduced |
| Independent Financial Group, LLC | 37,955 | $6.91M | 0.32% | +1,596+4.4% | Added |
| Sphera Funds Management Ltd. | 38,000 | $6.92M | 1.12% | −8,000−17.4% | Reduced |
| Tower Bridge Advisors | 38,103 | $6.94M | 0.71% | −3,583−8.6% | Reduced |
| Citizens National Bank Trust Department | 38,148 | $6.95M | 1.61% | −635−1.6% | Reduced |
| NTV Asset Management LLC | 38,199 | $6.96M | 1.06% | +376+1.0% | Added |
| Nikulski Financial, Inc. | 38,311 | $6.98M | 2.31% | −383−1.0% | Reduced |
| Herold Advisors, Inc. | 38,345 | $6.98M | 1.69% | −433−1.1% | Reduced |
| Lake Street Advisors Group, LLC | 38,459 | $7.00M | 0.33% | +371+1.0% | Added |
| Toth Financial Advisory Corp | 38,556 | $7.02M | 0.88% | −132−0.3% | Reduced |
| Capital International Ltd | 38,571 | $7.02M | 0.34% | +23,718+159.7% | Added |
| Sandy Spring Bank | 38,581 | $7.03M | 0.32% | −1,358−3.4% | Reduced |
| Sky Investment Group LLC | 38,636 | $7.04M | 1.35% | −350−0.9% | Reduced |
| Texas Yale Capital Corp. | 38,748 | $7.06M | 0.31% | +50+0.1% | Added |
| Delta Asset Management LLC | 38,903 | $7.08M | 0.63% | −810−2.0% | Reduced |
| Thompson Investment Management, Inc. | 38,941 | $7.09M | 1.07% | −367−0.9% | Reduced |
| Windle Wealth, LLC | 38,982 | $7.10M | 4.52% | −1,327−3.3% | Reduced |
| NewEdge Wealth, LLC | 44,221 | $7.11M | 0.16% | −2,164−4.7% | Reduced |
| Hutner Capital Management Inc | 39,065 | $7.11M | 3.86% | +70.0% | Added |
| Menlo Advisors LLC | 39,102 | $7.12M | 4.08% | +1,430+3.8% | Added |
| Sigma Investment Counselors Inc | 39,139 | $7.13M | 0.46% | −1,130−2.8% | Reduced |
| Balentine LLC | 39,171 | $7.13M | 0.21% | +3,348+9.3% | Added |
| Ritholtz Wealth Management | 39,188 | $7.14M | 0.25% | +2,817+7.7% | Added |
| James Investment Research Inc | 39,190 | $7.14M | 0.85% | −1,454−3.6% | Reduced |
| First Trust Investment Solutions L.P. | 39,320 | $7.16M | 1.26% | +1,785+4.8% | Added |
| Insight Folios Inc | 39,620 | $7.21M | 2.92% | −8,661−17.9% | Reduced |
| Foundation Resource Management Inc | 39,637 | $7.22M | 1.13% | −46−0.1% | Reduced |
| Cubic Asset Management, LLC | 39,689 | $7.23M | 1.71% | −71−0.2% | Reduced |
| Merit Financial Group, LLC | 44,289 | $7.25M | 0.17% | +18,522+71.9% | Added |
| Ostrum Asset Management | 39,860 | $7.26M | 0.57% | −3,970−9.1% | Reduced |
| Greatmark Investment Partners, Inc. | 39,960 | $7.28M | 1.03% | −970−2.4% | Reduced |
| Capitolis Liquid Global Markets LLC | 40,000 | $7.28M | 0.12% | −70,000−63.6% | Reduced |
| Capital Investment Advisory Services, LLC | 40,047 | $7.29M | 0.78% | −2,144−5.1% | Reduced |
| Dakota Wealth Management | 40,224 | $7.32M | 0.18% | +21,553+115.4% | Added |
| City Holding Co | 40,334 | $7.34M | 1.10% | +438+1.1% | Added |
| Carolina Wealth Advisors, LLC | 40,443 | $7.36M | 3.99% | −2,223−5.2% | Reduced |
| Lockheed Martin Investment Management Co | 44,770 | $7.42M | 0.54% | −20,880−31.8% | Reduced |
| Keynote Financial Services LLC | 40,782 | $7.43M | 6.23% | +40,782 | New |
| Mission Wealth Management, LP | 40,853 | $7.44M | 0.20% | +3,366+9.0% | Added |
| Trust Co of Toledo NA | 40,920 | $7.45M | 1.16% | −656−1.6% | Reduced |
| Clear Street Markets LLC | 41,000 | $7.47M | 3.42% | +5,550+15.7% | Added |
| American Money Management, LLC | 41,242 | $7.51M | 1.57% | −214−0.5% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 41,340 | $7.53M | 1.83% | −1,576−3.7% | Reduced |
| Concorde Financial Corp | 41,418 | $7.54M | 6.86% | −70−0.2% | Reduced |
| SS&H Financial Advisors, Inc. | 41,424 | $7.54M | 3.14% | −10,430−20.1% | Reduced |
| M. Kraus & Co | 41,448 | $7.55M | 2.29% | +1,165+2.9% | Added |
| Oak Asset Management, LLC | 41,547 | $7.57M | 2.83% | −2,421−5.5% | Reduced |
| Opus Investment Management Inc | 41,700 | $7.59M | 4.96% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 41,861 | $7.62M | 0.21% | +7,446+21.6% | Added |
| First Citizens Bank & Trust Co | 42,002 | $7.65M | 0.15% | +36,100+611.7% | Added |
| Quintet Private Bank (Europe) S.A. | 36,764 | $7.67M | 0.34% | −6,240−14.5% | Reduced |
| Point72 Asset Management, L.P. | 42,138 | $7.67M | 0.02% | −745,362−94.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 42,165 | $7.68M | 0.16% | +1,043+2.5% | Added |
| CWA Asset Management Group, LLC | 42,243 | $7.69M | 0.47% | +2,528+6.4% | Added |
| Appleton Partners Inc | 42,276 | $7.70M | 0.60% | −1,569−3.6% | Reduced |
| Valeo Financial Advisors, LLC | 80,732 | $7.73M | 0.28% | +2,013+2.6% | Added |
| Money Concepts Capital Corp | 42,441 | $7.73M | 0.71% | −943−2.2% | Reduced |
| Rossmore Private Capital | 42,504 | $7.74M | 1.01% | −383−0.9% | Reduced |
| Slocum, Gordon & Co LLP | 42,514 | $7.74M | 5.75% | −30−0.1% | Reduced |
| Albion Financial Group | 42,555 | $7.75M | 0.60% | +30,123+242.3% | Added |
| Signet Financial Management, LLC | 42,664 | $7.77M | 1.07% | +128+0.3% | Added |
| WealthPLAN Partners, LLC | 42,735 | $7.78M | 0.81% | −14,306−25.1% | Reduced |
| Daymark Wealth Partners, LLC | 42,767 | $7.79M | 0.42% | −260−0.6% | Reduced |
| Wintrust Investments LLC | 42,789 | $7.79M | 0.69% | +190.0% | Added |
| Wealthcare Advisory Partners LLC | 42,837 | $7.80M | 0.26% | +8,184+23.6% | Added |
| Benjamin Edwards Inc | 42,856 | $7.80M | 1.55% | +2,851+7.1% | Added |
| Freemont Management S.A. | 43,000 | $7.83M | 1.21% | −13,300−23.6% | Reduced |
| Diversified Trust Co | 43,017 | $7.83M | 0.24% | −4,122−8.7% | Reduced |
| Ar Asset Management Inc | 43,200 | $7.87M | 1.92% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 46,566 | $7.87M | 4.32% | +130.0% | Added |
| Davidson Trust Co | 43,246 | $7.88M | 4.59% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 43,326 | $7.89M | 0.32% | −1,580−3.5% | Reduced |
| Laffer Tengler Investments | 43,332 | $7.89M | 2.04% | −3,153−6.8% | Reduced |
| Mairs & Power Inc | 43,632 | $7.95M | 0.08% | −3,652−7.7% | Reduced |
| Tarbox Family Office, Inc. | 43,639 | $7.95M | 1.40% | +4,200+10.6% | Added |
| Mutual Advisors, LLC | 43,810 | $7.98M | 0.26% | +771+1.8% | Added |
| AIA Group Ltd | 43,995 | $8.01M | 0.26% | +32,295+276.0% | Added |
| ClariVest Asset Management LLC | 44,330 | $8.07M | 0.84% | −102,813−69.9% | Reduced |
| Venture Visionary Partners LLC | 44,357 | $8.08M | 0.38% | −540−1.2% | Reduced |
| NEOS Investment Management LLC | 44,369 | $8.08M | 0.50% | +19,313+77.1% | Added |
| Duncker Streett & Co Inc | 44,636 | $8.13M | 1.60% | −983−2.2% | Reduced |
| Beddow Capital Management Inc | 44,646 | $8.13M | 3.56% | −9,117−17.0% | Reduced |
| Garland Capital Management Inc | 44,658 | $8.13M | 5.39% | −470−1.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 44,696 | $8.14M | 0.41% | +3,912+9.6% | Added |