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 |
|---|---|---|---|---|---|
| Capital Performance Advisors LLP | 1,186 | $216.1K | 0.08% | +1,186 | New |
| PAX Financial Group, LLC | 1,190 | $216.6K | 0.04% | +1,190 | New |
| Garde Capital, Inc. | 1,194 | $217.0K | 0.02% | −533−30.9% | Reduced |
| Investment Research & Advisory Group, Inc. | 1,193 | $217.2K | 0.10% | 00.0% | Unchanged |
| Conservest Capital Advisors, Inc. | 1,195 | $217.7K | 0.02% | +1,195 | New |
| Lazard Freres Gestion S.A.S. | 1,200 | $218.0K | 0.01% | −200−14.3% | Reduced |
| LFA - Lugano Financial Advisors SA | 1,200 | $218.5K | 0.16% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 1,201 | $218.7K | 0.08% | +1,201 | New |
| Heartwood Wealth Advisors LLC | 1,203 | $219.1K | 0.03% | −118−8.9% | Reduced |
| Hilltop Wealth Advisors, LLC | 1,204 | $219.2K | 0.11% | −125−9.4% | Reduced |
| Gilliland Jeter Wealth Management LLC | 1,204 | $219.3K | 0.08% | −704−36.9% | Reduced |
| Intrepid Capital Management Inc | 1,205 | $219.4K | 0.14% | +256+27.0% | Added |
| Copperwynd Financial, LLC | 1,206 | $219.5K | 0.08% | −535−30.7% | Reduced |
| Enzi Wealth | 1,363 | $220.3K | 0.10% | +1+0.1% | Added |
| Coppell Advisory Solutions Corp. | 1,212 | $220.6K | 0.04% | +1,212 | New |
| Kirr Marbach & Co LLC | 1,215 | $221.3K | 0.05% | +1,215 | New |
| PFS Partners, LLC | 1,217 | $221.6K | 0.15% | +103+9.2% | Added |
| Beirne Wealth Consulting Services, LLC | 1,217 | $221.6K | 0.09% | −1,451−54.4% | Reduced |
| Evergreen Private Wealth LLC | 1,218 | $221.8K | 0.11% | +53+4.5% | Added |
| Peninsula Wealth, LLC | 1,219 | $222.0K | 0.04% | +1,219 | New |
| John G Ullman & Associates Inc | 1,220 | $222.2K | 0.03% | +1,220 | New |
| Tower Wealth Partners, Inc. | 1,220 | $222.2K | 0.14% | +1,220 | New |
| Buckingham Capital Management, Inc. | 1,221 | $222.4K | 0.03% | −94−7.1% | Reduced |
| Trinity Legacy Partners, LLC | 1,224 | $222.9K | 0.07% | −935−43.3% | Reduced |
| Dimension Capital Management LLC | 1,224 | $222.9K | 0.04% | +1,224 | New |
| Partners in Financial Planning | 1,228 | $223.6K | 0.05% | +1,228 | New |
| Jackson Thornton Asset Management, LLC | 1,231 | $224.2K | 0.04% | +1,231 | New |
| Rise Advisors, LLC | 1,233 | $224.6K | 0.12% | +933+311.0% | Added |
| Crestone Asset Management LLC | 1,235 | $224.9K | 0.05% | +1,235 | New |
| Capital Management Corp | 1,235 | $224.9K | 0.04% | +1,235 | New |
| Melfa Wealth Management, LLC | 1,240 | $225.9K | 0.16% | +1,240 | New |
| Advisors Management Group Inc | 1,242 | $226.0K | 0.06% | +1,242 | New |
| Outlook Wealth Advisors, LLC | 1,243 | $226.3K | 0.07% | −408−24.7% | Reduced |
| KWMG, LLC | 1,244 | $226.5K | 0.02% | +1,244 | New |
| Vantage Financial Partners Ltd., Inc. | 1,244 | $226.5K | 0.06% | +1,244 | New |
| FWL Investment Management, LLC | 1,246 | $226.9K | 0.13% | +540+76.5% | Added |
| BKA Wealth Consulting, Inc. | 1,248 | $227.2K | 0.29% | +1,248 | New |
| Mirova | 1,249 | $227.4K | 0.04% | 00.0% | Unchanged |
| Summit Wealth & Retirement Planning, Inc. | 1,250 | $227.6K | 0.08% | +1,250 | New |
| Penney Financial, LLC | 1,252 | $228.0K | 0.17% | +1,252 | New |
| Meridian Management Co | 1,253 | $228.2K | 0.06% | +6+0.5% | Added |
| Pacific Sage Partners, LLC | 1,253 | $228.2K | 0.06% | +1,253 | New |
| New England Professional Planning Group Inc. | 1,254 | $228.4K | 0.12% | +1,254 | New |
| Allen Wealth Management, LLC | 1,255 | $228.5K | 0.20% | +1,255 | New |
| Sentinel Pension Advisors Inc | 1,259 | $229.2K | 0.05% | +1,259 | New |
| Capital Investment Counsel, Inc | 1,260 | $229.4K | 0.04% | +1,260 | New |
| Alesco Advisors LLC | 1,262 | $229.8K | 0.01% | +1,262 | New |
| Shore Point Advisors, LLC | 1,263 | $230.1K | 0.13% | +1,263 | New |
| Hohimer Wealth Management, LLC | 1,273 | $231.8K | 0.05% | +1,273 | New |
| Peak Financial Management, Inc. | 1,274 | $232.0K | 0.07% | +1,274 | New |
| Secured Retirement Advisors, LLC | 1,277 | $232.5K | 0.20% | +1,277 | New |
| Hillsdale Investment Management Inc. | 1,282 | $233.5K | 0.02% | +50+4.1% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 1,287 | $234.4K | 0.10% | +1,287 | New |
| Safeguard Financial, LLC | 1,292 | $235.3K | 0.08% | +1,292 | New |
| Planning Center, Inc. | 1,293 | $235.5K | 0.05% | +1,293 | New |
| Richardson Financial Services Inc. | 1,309 | $238.4K | 0.17% | +45+3.6% | Added |
| Bordeaux Wealth Advisors LLC | 1,311 | $238.7K | 0.08% | −360−21.5% | Reduced |
| Napatree Capital LLC | 1,468 | $238.8K | 0.23% | +1,468 | New |
| Mathes Company, Inc. | 1,311 | $239.0K | 0.09% | 00.0% | Unchanged |
| Smith & Howard Wealth Management, LLC | 1,315 | $239.5K | 0.07% | 00.0% | Unchanged |
| IMPACTfolio, LLC | 1,316 | $239.6K | 0.14% | 00.0% | Unchanged |
| Abound Wealth Management | 1,317 | $239.8K | 0.09% | −197−13.0% | Reduced |
| Walden Wealth Partners LLC | 1,430 | $240.0K | 0.14% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 1,322 | $240.7K | 0.09% | +29+2.2% | Added |
| Copeland Capital Management, LLC | 1,323 | $240.9K | 0.00% | −116−8.1% | Reduced |
| Lakeshore Financial Planning, Inc. | 1,324 | $241.3K | 0.12% | +4+0.3% | Added |
| Kozak & Associates, Inc. | 1,471 | $241.8K | 0.07% | −42−2.8% | Reduced |
| James J. Burns & Company, LLC | 1,338 | $242.0K | 0.08% | −75−5.3% | Reduced |
| Vantage Consulting Group Inc | 1,330 | $242.2K | 0.15% | −237−15.1% | Reduced |
| Yarger Wealth Strategies, LLC | 1,331 | $242.3K | 0.16% | +33+2.5% | Added |
| Creative Capital Management Investments LLC | 1,331 | $242.4K | 0.13% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 1,441 | $242.6K | 0.17% | +201+16.2% | Added |
| FSA Wealth Management LLC | 1,333 | $242.8K | 0.11% | +173+14.9% | Added |
| Websterrogers Financial Advisors, LLC | 1,333 | $242.9K | 0.09% | 00.0% | Unchanged |
| Riverstone Advisors, LLC | 1,340 | $244.0K | 0.15% | +3+0.2% | Added |
| Waypoint Wealth Partners Inc. | 1,340 | $244.0K | 0.07% | +1,340 | New |
| Sandy Cove Advisors, LLC | 1,341 | $244.2K | 0.11% | +1,341 | New |
| Covestor Ltd | 1,347 | $245.0K | 0.16% | −96−6.7% | Reduced |
| Hutchinson Capital Management | 1,345 | $245.0K | 0.05% | +20+1.5% | Added |
| Mainstay Capital Management LLC | 1,351 | $246.0K | 0.05% | 00.0% | Unchanged |
| Members Capital Advisors Inc | 1,354 | $246.6K | 0.70% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 1,375 | $246.9K | 0.04% | +1,375 | New |
| Pinnacle Financial Group, LLC | 1,356 | $246.9K | 0.11% | 00.0% | Unchanged |
| Ewa, LLC | 1,536 | $247.0K | 0.11% | +1,536 | New |
| 4J Wealth Management LLC | 1,358 | $247.3K | 0.21% | 00.0% | Unchanged |
| SMART Wealth LLC | 1,358 | $247.3K | 0.11% | +1,358 | New |
| Argus Investors' Counsel, Inc. | 1,359 | $247.5K | 0.15% | +1,359 | New |
| Centennial Wealth Advisory LLC | 1,359 | $247.6K | 0.11% | +1,359 | New |
| Lifestyle Asset Management, Inc. | 1,361 | $247.8K | 0.15% | −110−7.5% | Reduced |
| LifePro Asset Management | 1,361 | $247.8K | 0.16% | +1,361 | New |
| KWB Wealth | 1,363 | $248.2K | 0.03% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 1,367 | $248.9K | 0.17% | +1,367 | New |
| SOL Capital Management CO | 1,365 | $249.0K | 0.03% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 1,378 | $249.1K | 0.24% | 00.0% | Unchanged |
| Financial Insights, Inc. | 1,373 | $250.1K | 0.07% | +1,373 | New |
| Custom Index Systems, LLC | 1,374 | $250.2K | 0.14% | −680−33.1% | Reduced |
| Coastwise Capital Group, LLC | 1,374 | $250.3K | 0.23% | +9+0.7% | Added |
| Parker Financial LLC | 1,375 | $250.4K | 0.14% | −121−8.1% | Reduced |
| Morling Financial Advisors, LLC | 1,376 | $250.6K | 0.14% | −252−15.5% | Reduced |
| Driehaus Capital Management LLC | 1,376 | $250.6K | 0.00% | +1,376 | New |