abrdn Healthcare Investors
HQH- Exchange
- NYSE
- SEC CIK
- 0000805267
In the last 90 days, abrdn Healthcare Investors insiders filed 1 open-market purchase and 0 sales; 125 institutions reported holding it in 13F filings for Q2 2026, worth $294.9M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in abrdn Healthcare Investors as of Jun 30, 2026. 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
- 125
- −1 vs. Q1 2026
- Shares held
- 13.4M
- +396.2K (+3.0%) vs. Q1 2026
- Total value
- $294.9M
- +$63.1M (+27.2%) vs. Q1 2026
- New holders
- 15
- 59 more added
- Sold out
- 16
- 27 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HQH 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 | 125 | $294.9M |
| Q1 2026 | 128 | $231.8M |
| Q4 2025 | 123 | $247.6M |
| Q3 2025 | 120 | $222.6M |
| Q2 2025 | 114 | $188.6M |
| Q1 2025 | 106 | $192.1M |
| Q4 2024 | 119 | $196.7M |
| Q3 2024 | 121 | $243.8M |
| Q2 2024 | 113 | $223.9M |
| Q1 2024 | 120 | $321.7M |
| Q4 2023 | 123 | $258.3M |
| Q3 2023 | 115 | $160.3M |
| Q2 2023 | 116 | $159.1M |
| Q1 2023 | 118 | $153.2M |
| Q4 2022 | 114 | $153.9M |
| Q3 2022 | 105 | $151.8M |
| Q2 2022 | 104 | $473.3M |
| Q1 2022 | 99 | $167.5M |
| Q4 2021 | 104 | $196.1M |
| Q3 2021 | 102 | $220.5M |
| Q2 2021 | 113 | $239.7M |
| Q1 2021 | 114 | $240.7M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding abrdn Healthcare Investors; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 4,466,114 | $98.2M | 0.01% | −60,425−1.3% | Reduced |
| Raymond James Financial Inc | 1,229,661 | $27.0M | 0.01% | +35,036+2.9% | Added |
| Penserra Capital Management LLC | 1,194,853 | $26.3M | 0.20% | +45,585+4.0% | Added |
| Advisors Asset Management, Inc. | 665,476 | $14.6M | 0.22% | +88,237+15.3% | Added |
| LPL Financial LLC | 582,882 | $12.8M | 0.00% | +30,488+5.5% | Added |
| Royal Bank of Canada | 524,781 | $11.5M | 0.00% | +5,114+1.0% | Added |
| Ameriprise Financial Inc | 465,769 | $10.2M | 0.00% | −926−0.2% | Reduced |
| Needham Investment Management LLC | 320,825 | $7.05M | 0.21% | +9,541+3.1% | Added |
| Z3 Capital Partners, LLC | 230,448 | $5.07M | 1.06% | +3,080+1.4% | Added |
| Bank of America Corp | 226,301 | $4.97M | 0.00% | +629+0.3% | Added |
| Janney Montgomery Scott LLC | 214,304 | $4.71M | 0.01% | +9,056+4.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 174,560 | $3.84M | 0.00% | +91,909+111.2% | Added |
| GWM Advisors LLC | 164,510 | $3.62M | 0.01% | +12,772+8.4% | Added |
| Samalin Investment Counsel, LLC | 154,616 | $3.40M | 1.09% | +28,768+22.9% | Added |
| UBS Group AG | 133,040 | $2.92M | 0.00% | +4,106+3.2% | Added |
| Kestra Advisory Services, LLC | 131,800 | $2.90M | 0.01% | +3,407+2.7% | Added |
| Advisor Group Holdings, Inc. | 131,570 | $2.89M | 0.00% | +1,693+1.3% | Added |
| Invesco Ltd. | 121,516 | $2.67M | 0.00% | +8,976+8.0% | Added |
| Oppenheimer & Co Inc | 116,304 | $2.56M | 0.03% | −324−0.3% | Reduced |
| First Trust Advisors LP | 114,792 | $2.52M | 0.00% | +8,857+8.4% | Added |
| Smith Asset Management Co., LLC | 112,724 | $2.48M | 1.95% | −2,537−2.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 101,994 | $2.24M | 0.01% | +17,646+20.9% | Added |
| NWF Advisory Services Inc. | 98,507 | $2.17M | 0.20% | −2,262−2.2% | Reduced |
| Cohen & Steers, Inc. | 89,573 | $1.97M | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 86,488 | $1.90M | 0.00% | +56,653+189.9% | Added |
| Commonwealth Equity Services, LLC | 76,373 | $1.68M | 0.00% | +950+1.3% | Added |
| Sage Capital Management, LLC | 73,807 | $1.62M | 0.63% | +11,332+18.1% | Added |
| Private Advisor Group, LLC | 61,345 | $1.35M | 0.01% | +5,627+10.1% | Added |
| Cetera Investment Advisers | 60,059 | $1.32M | 0.00% | −22,537−27.3% | Reduced |
| Northern Trust Corp | 57,971 | $1.27M | 0.00% | +1,484+2.6% | Added |
| Guggenheim Capital LLC | 56,858 | $1.25M | 0.01% | +12,520+28.2% | Added |
| Evolve Private Wealth, LLC | 53,461 | $1.18M | 0.07% | −3,781−6.6% | Reduced |
| City of London Investment Management Co Ltd | 51,952 | $1.14M | 0.07% | 00.0% | Unchanged |
| Stephens Inc | 46,190 | $1.02M | 0.01% | +22,566+95.5% | Added |
| Wedbush Securities Inc | 46,103 | $1.01M | 0.03% | +12,325+36.5% | Added |
| Triumph Capital Management | 45,512 | $1.00M | 0.18% | +567+1.3% | Added |
| AlphaCore Capital LLC | 42,947 | $944.0K | 0.02% | +873+2.1% | Added |
| AE Wealth Management LLC | 41,797 | $918.7K | 0.00% | −5,952−12.5% | Reduced |
| We Are One Seven, LLC | 40,226 | $884.2K | 0.01% | +40,226 | New |
| Baird Financial Group, Inc. | 39,989 | $879.0K | 0.00% | −32,935−45.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 38,308 | $842.0K | 0.04% | 00.0% | Unchanged |
| Abel Hall, LLC | 33,000 | $725.3K | 0.13% | 00.0% | Unchanged |
| Closed-End Fund Advisors, Inc. | 32,293 | $709.8K | 0.69% | −5,722−15.1% | Reduced |
| Nations Financial Group Inc, | 31,122 | $684.1K | 0.03% | −1,366−4.2% | Reduced |
| HighTower Advisors, LLC | 30,515 | $670.7K | 0.00% | +545+1.8% | Added |
| Wells Fargo & Company | 27,808 | $611.2K | 0.00% | +720+2.7% | Added |
| Pensionmark Financial Group, LLC | 34,259 | $609.5K | 0.01% | −525−1.5% | Reduced |
| Atomi Financial Group, Inc. | 23,585 | $518.4K | 0.01% | +6,297+36.4% | Added |
| Jane Street Group, LLC | 23,286 | $511.8K | 0.00% | +23,286 | New |
| WESPAC Advisors, LLC | 23,153 | $508.9K | 0.25% | +293+1.3% | Added |
| Sage Capital Advisors,llc | 19,727 | $433.6K | 0.09% | +439+2.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 19,757 | $426.6K | 0.00% | +19,757 | New |
| Mariner, LLC | 18,633 | $409.6K | 0.00% | +693+3.9% | Added |
| Capital Investment Advisory Services, LLC | 18,329 | $402.9K | 0.02% | +223+1.2% | Added |
| Benjamin Edwards Inc | 17,875 | $392.9K | 0.00% | +1,002+5.9% | Added |
| Turner Financial Group, Inc. | 17,646 | $387.9K | 0.39% | +17,646 | New |
| Uhlmann Price Securities, LLC | 17,406 | $382.6K | 0.01% | −9,084−34.3% | Reduced |
| Creative Planning | 14,906 | $327.6K | 0.00% | +239+1.6% | Added |
| Harbour Wealth Management Group, Inc. | 14,600 | $320.9K | 0.22% | +64+0.4% | Added |
| Stifel Financial Corp | 14,268 | $313.6K | 0.00% | −501−3.4% | Reduced |
| Envestnet Asset Management Inc | 14,139 | $310.8K | 0.00% | −20,713−59.4% | Reduced |
| M&T Bank Corp | 13,861 | $304.7K | 0.00% | +13,861 | New |
| Blue Bell Private Wealth Management, LLC | 13,718 | $301.5K | 0.04% | −7,195−34.4% | Reduced |
| Vista Investment Partners II, LLC | 13,154 | $289.1K | 0.11% | 00.0% | Unchanged |
| XTX Topco Ltd | 12,713 | $279.4K | 0.00% | −11,761−48.1% | Reduced |
| Ashton Thomas Securities, LLC | 11,942 | $262.5K | 0.04% | +350+3.0% | Added |
| Concorde Asset Management, LLC | 11,924 | $262.1K | 0.15% | +437+3.8% | Added |
| Kovack Advisors, Inc. | 11,773 | $255.8K | 0.01% | +344+3.0% | Added |
| CoreCap Advisors, LLC | 11,489 | $252.5K | 0.01% | +2,883+33.5% | Added |
| Allworth Financial LP | 11,423 | $251.1K | 0.00% | +272+2.4% | Added |
| Advisory Advocates, LLC | 11,271 | $247.7K | 0.21% | +11,271 | New |
| Independent Financial Group, LLC | 11,056 | $243.0K | 0.00% | −2,003−15.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 10,587 | $232.7K | 0.00% | +53+0.5% | Added |
| Equitable Holdings, Inc. | 10,386 | $228.3K | 0.00% | −663−6.0% | Reduced |
| Moors & Cabot, Inc. | 10,201 | $224.2K | 0.01% | −268−2.6% | Reduced |
| Lido Advisors, LLC | 10,049 | $220.9K | 0.00% | +10,049 | New |
| 180 Wealth Advisors, LLC | 9,979 | $219.3K | 0.02% | +9,979 | New |
| Moody Lynn & Lieberson, LLC | 9,664 | $212.4K | 0.01% | +9,664 | New |
| WNY Asset Management, LLC | 9,536 | $209.6K | 0.02% | −4,677−32.9% | Reduced |
| Atlantic Union Bankshares Corp | 7,396 | $162.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 6,939 | $152.5K | 0.00% | +31+0.4% | Added |
| Ameritas Advisory Services, LLC | 6,800 | $149.5K | 0.00% | +6,800 | New |
| Rothschild Investment LLC | 6,645 | $146.1K | 0.01% | +197+3.1% | Added |
| IFG Advisory, LLC | 5,153 | $113.3K | 0.00% | +5,153 | New |
| EverSource Wealth Advisors, LLC | 5,000 | $109.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,532 | $99.6K | 0.00% | +4,532 | New |
| Cullen/Frost Bankers, Inc. | 4,397 | $96.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,080 | $89.7K | 0.00% | −209−4.9% | Reduced |
| US Bancorp | 3,445 | $75.7K | 0.00% | +1,188+52.6% | Added |
| SOA Wealth Advisors, LLC. | 3,271 | $71.9K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,047 | $67.0K | 0.00% | +10.0% | Added |
| North Star Investment Management Corp. | 2,674 | $58.8K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,650 | $58.2K | 0.00% | +2,650 | New |
| Costello Asset Management, INC | 2,336 | $51.3K | 0.02% | +19+0.8% | Added |
| Farther Finance Advisors, LLC | 2,334 | $51.3K | 0.00% | +1,000+75.0% | Added |
| Bartlett & Co. Wealth Management LLC | 2,024 | $44.5K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 2,004 | $44.0K | 0.02% | +59+3.0% | Added |
| Brown, Lisle/Cummings, Inc. | 1,656 | $36.4K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 1,506 | $33.0K | 0.00% | +94+6.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,487 | $32.7K | 0.00% | −264−15.1% | Reduced |