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, Q3 2024
Institutional positions in AbbVie Inc. as of Sep 30, 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
- 3,510
- +170 vs. Q2 2024
- Shares held
- 1.27B
- +142.8M (+12.7%) vs. Q2 2024
- Total value
- $250.3B
- +$56.9B (+29.4%) vs. Q2 2024
- New holders
- 241
- 1,429 more added
- Sold out
- 71
- 1,394 more reduced
38 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding AbbVie Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Summit Wealth & Retirement Planning, Inc. | 1,250 | $246.8K | 0.08% | 00.0% | Unchanged |
| BKA Wealth Consulting, Inc. | 1,251 | $246.9K | 0.26% | +2+0.2% | Added |
| Penney Financial, LLC | 1,252 | $247.2K | 0.17% | 00.0% | Unchanged |
| Peninsula Wealth, LLC | 1,306 | $248.8K | 0.04% | +98+8.1% | Added |
| Great Waters Wealth Management | 1,261 | $249.1K | 0.03% | −7−0.6% | Reduced |
| CapWealth Advisors, LLC | 1,262 | $249.2K | 0.03% | +92+7.9% | Added |
| Oak Ridge Investments LLC | 1,264 | $249.6K | 0.02% | +24+1.9% | Added |
| Entropy Technologies, LP | 1,267 | $250.2K | 0.03% | +1,267 | New |
| Rise Advisors, LLC | 1,267 | $250.2K | 0.12% | +10+0.8% | Added |
| Baron Financial Group, LLC | 1,268 | $250.4K | 0.15% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,269 | $250.7K | 0.05% | +173+15.8% | Added |
| Allied Investment Advisors, LLC | 1,275 | $251.8K | 0.05% | 00.0% | Unchanged |
| Weaver Consulting Group | 1,275 | $251.8K | 0.08% | 00.0% | Unchanged |
| GenTrust, LLC | 1,276 | $252.0K | 0.01% | +1,276 | New |
| Long Run Wealth Advisors, LLC | 1,277 | $252.2K | 0.06% | −378−22.8% | Reduced |
| Lloyd Advisory Services, LLC. | 1,282 | $253.2K | 0.12% | +1,282 | New |
| Cannon Advisors, Inc. | 1,306 | $254.4K | 0.21% | +1,306 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 1,289 | $254.6K | 0.09% | +2+0.2% | Added |
| Lockerman Financial Group, Inc. | 1,290 | $254.8K | 0.43% | −173−11.8% | Reduced |
| Melfa Wealth Management, LLC | 1,290 | $254.8K | 0.17% | 00.0% | Unchanged |
| Planning Center, Inc. | 1,293 | $255.3K | 0.03% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 1,295 | $255.7K | 0.01% | −796−38.1% | Reduced |
| Hilltop Wealth Advisors, LLC | 1,296 | $255.9K | 0.12% | +21+1.6% | Added |
| Global Strategic Investment Solutions, LLC | 1,299 | $256.5K | 0.03% | +1,299 | New |
| Unio Capital LLC | 1,300 | $256.7K | 0.10% | −330−20.2% | Reduced |
| Sage Investment Advisers LLC | 1,302 | $257.1K | 0.27% | +1,302 | New |
| Capital Performance Advisors LLP | 1,303 | $257.3K | 0.08% | +73+5.9% | Added |
| Sharp Financial Services, LLC | 1,306 | $257.9K | 0.20% | −90−6.4% | Reduced |
| Symmetry Partners, LLC | 1,307 | $258.2K | 0.06% | −13,207−91.0% | Reduced |
| Helen Stephens Group, LLC | 1,308 | $258.3K | 0.08% | +1,308 | New |
| Icapital Wealth LLC | 1,308 | $258.3K | 0.14% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 1,312 | $259.1K | 0.06% | +1,312 | New |
| Partners in Financial Planning | 1,316 | $259.9K | 0.05% | +88+7.2% | Added |
| IMPACTfolio, LLC | 1,316 | $259.9K | 0.13% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,320 | $260.7K | 0.04% | +20+1.5% | Added |
| Copeland Capital Management, LLC | 1,323 | $261.3K | 0.00% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 1,325 | $261.6K | 0.09% | +2+0.2% | Added |
| Lakeshore Financial Planning, Inc. | 1,326 | $262.1K | 0.12% | +1+0.1% | Added |
| Meridian Management Co | 1,328 | $262.2K | 0.07% | +74+5.9% | Added |
| Capital Investment Counsel, Inc | 1,329 | $262.5K | 0.04% | +69+5.5% | Added |
| Creative Capital Management Investments LLC | 1,331 | $262.9K | 0.11% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 1,333 | $263.4K | 0.09% | 00.0% | Unchanged |
| Private Advisory Group LLC | 1,338 | $264.2K | 0.03% | −54−3.9% | Reduced |
| Tortoise Investment Management, LLC | 1,338 | $264.3K | 0.03% | +233+21.1% | Added |
| ShankerValleau Wealth Advisors, Inc. | 1,340 | $264.6K | 0.09% | +1,340 | New |
| Riverstone Advisors, LLC | 1,345 | $265.6K | 0.15% | +2+0.1% | Added |
| Skyline Advisors, Inc. | 1,346 | $265.9K | 0.11% | −108−7.4% | Reduced |
| Stephenson National Bank & Trust | 1,350 | $266.6K | 0.08% | −100−6.9% | Reduced |
| Mainstay Capital Management LLC | 1,351 | $266.8K | 0.04% | −5−0.4% | Reduced |
| Evernest Financial Advisors, LLC | 1,352 | $266.9K | 0.07% | +1,352 | New |
| Schear Investment Advisers, LLC | 1,353 | $267.2K | 0.17% | +1,353 | New |
| Members Capital Advisors Inc | 1,354 | $267.4K | 0.31% | 00.0% | Unchanged |
| Pinnacle Financial Group, LLC | 1,357 | $268.0K | 0.11% | +13+1.0% | Added |
| 4J Wealth Management LLC | 1,358 | $268.2K | 0.21% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 1,360 | $268.6K | 0.08% | +180+15.3% | Added |
| Financial Advisory Partners, LLC | 1,364 | $269.5K | 0.09% | −210−13.3% | Reduced |
| Amussen Hunsaker Associates LLC | 1,367 | $270.0K | 0.04% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 1,367 | $270.0K | 0.04% | 00.0% | Unchanged |
| James J. Burns & Company, LLC | 1,369 | $270.0K | 0.05% | −88−6.0% | Reduced |
| SOL Capital Management CO | 1,365 | $270.0K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 1,367 | $270.0K | 0.17% | +60+4.6% | Added |
| Triton Wealth Management, PLLC | 1,376 | $270.9K | 0.15% | −59−4.1% | Reduced |
| One Wealth Advisors, LLC | 1,373 | $271.1K | 0.04% | +5+0.4% | Added |
| Optivise Advisory Services LLC | 1,374 | $271.3K | 0.14% | −833−37.7% | Reduced |
| Colorado Capital Management, Inc. | 1,376 | $272.0K | 0.13% | −780−36.2% | Reduced |
| Seed Wealth Management, Inc. | 1,378 | $272.1K | 0.22% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,379 | $272.3K | 0.05% | +1+0.1% | Added |
| Elevatus Welath Management | 1,385 | $273.5K | 0.09% | −9,391−87.1% | Reduced |
| TruNorth Capital Management, LLC | 1,386 | $273.7K | 0.08% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,388 | $274.2K | 0.11% | −38−2.7% | Reduced |
| Novak & Powell Financial Services, Inc. | 1,390 | $274.5K | 0.16% | 00.0% | Unchanged |
| Yarger Wealth Strategies, LLC | 1,391 | $274.7K | 0.15% | +32+2.4% | Added |
| Sage Financial Management Group, Inc. | 1,393 | $275.0K | 0.11% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,393 | $275.1K | 0.10% | +76+5.8% | Added |
| J.Safra Asset Management Corp | 1,413 | $275.2K | 0.03% | +237+20.2% | Added |
| LifePro Asset Management | 1,394 | $275.3K | 0.17% | +56+4.2% | Added |
| Boomfish Wealth Group, LLC | 1,398 | $276.1K | 0.17% | −54−3.7% | Reduced |
| Centurion Wealth Management LLC | 1,398 | $276.1K | 0.09% | +1,398 | New |
| Taylor Financial Group, Inc. | 1,399 | $276.3K | 0.19% | 00.0% | Unchanged |
| 5th Street Advisors, LLC | 1,400 | $276.5K | 0.13% | +1,400 | New |
| Wallington Asset Management, LLC | 1,401 | $277.0K | 0.04% | +1,401 | New |
| Sandy Cove Advisors, LLC | 1,405 | $277.5K | 0.11% | +111+8.6% | Added |
| Atlas Capital Advisors LLC | 1,406 | $277.7K | 0.04% | −5,700−80.2% | Reduced |
| Fortis Advisors, LLC | 1,406 | $277.7K | 0.18% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 1,410 | $278.4K | 0.04% | +1,410 | New |
| Cora Capital Advisors LLC | 1,411 | $278.7K | 0.14% | −26−1.8% | Reduced |
| Reston Wealth Management LLC | 1,412 | $278.9K | 0.10% | +10+0.7% | Added |
| HBC Financial Services, PLLC | 1,388 | $279.0K | 0.17% | +17+1.2% | Added |
| Vectors Research Management, LLC | 1,411 | $279.0K | 0.08% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 1,419 | $280.2K | 0.04% | +1,419 | New |
| Planning Alternatives Ltd | 1,425 | $281.4K | 0.04% | +1,425 | New |
| Tower Wealth Partners, Inc. | 1,426 | $281.6K | 0.16% | +11+0.8% | Added |
| Northwest Capital Management Inc | 1,427 | $281.8K | 0.10% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 1,428 | $282.0K | 0.07% | −268−15.8% | Reduced |
| Alesco Advisors LLC | 1,428 | $282.0K | 0.01% | −29−2.0% | Reduced |
| Custom Index Systems, LLC | 1,430 | $282.4K | 0.15% | +14+1.0% | Added |
| Hohimer Wealth Management, LLC | 1,432 | $282.8K | 0.06% | +160+12.6% | Added |
| HFR Wealth Management, LLC | 1,433 | $283.0K | 0.07% | −100−6.5% | Reduced |
| Rock Point Advisors, LLC | 1,433 | $283.0K | 0.08% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 1,434 | $283.2K | 0.02% | +1,434 | New |