Skip to main content

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 $293.0M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in abrdn Healthcare Investors as of Mar 31, 2021. 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
114
No complete 13F data for Q4 2020
Shares held
9.67M
No complete 13F data for Q4 2020
Total value
$236.0M
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 114 institutions
Q1 2021: 114 institutionsQ2 2021: 113 institutionsQ3 2021: 102 institutionsQ4 2021: 104 institutionsQ1 2022: 99 institutionsQ2 2022: 104 institutionsQ3 2022: 105 institutionsQ4 2022: 114 institutionsQ1 2023: 118 institutionsQ2 2023: 116 institutionsQ3 2023: 115 institutionsQ4 2023: 123 institutionsQ1 2024: 120 institutionsQ2 2024: 113 institutionsQ3 2024: 121 institutionsQ4 2024: 119 institutionsQ1 2025: 106 institutionsQ2 2025: 114 institutionsQ3 2025: 120 institutionsQ4 2025: 123 institutionsQ1 2026: 128 institutionsQ2 2026: 125 institutions
Value heldQ1 2021: $236.0M
Q1 2021: $236.0MQ2 2021: $226.9MQ3 2021: $220.5MQ4 2021: $196.1MQ1 2022: $167.5MQ2 2022: $149.2MQ3 2022: $141.9MQ4 2022: $153.9MQ1 2023: $153.2MQ2 2023: $158.9MQ3 2023: $160.3MQ4 2023: $208.1MQ1 2024: $216.8MQ2 2024: $222.3MQ3 2024: $243.8MQ4 2024: $196.7MQ1 2025: $192.1MQ2 2025: $180.4MQ3 2025: $222.6MQ4 2025: $247.6MQ1 2026: $231.8MQ2 2026: $293.0M
Institutions holding HQH and their total value by quarter
QuarterHoldersValue
Q2 2026125$293.0M
Q1 2026128$231.8M
Q4 2025123$247.6M
Q3 2025120$222.6M
Q2 2025114$180.4M
Q1 2025106$192.1M
Q4 2024119$196.7M
Q3 2024121$243.8M
Q2 2024113$222.3M
Q1 2024120$216.8M
Q4 2023123$208.1M
Q3 2023115$160.3M
Q2 2023116$158.9M
Q1 2023118$153.2M
Q4 2022114$153.9M
Q3 2022105$141.9M
Q2 2022104$149.2M
Q1 202299$167.5M
Q4 2021104$196.1M
Q3 2021102$220.5M
Q2 2021113$226.9M
Q1 2021114$236.0M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding abrdn Healthcare Investors.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding HQH in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
JPMorgan Chase & Co3$00.00%––
FMR LLC1$00.00%––
Kayne Anderson Rudnick Investment Management LLC5$00.00%––
JFS Wealth Advisors, LLC3$00.00%––
Sowell Financial Services LLC6$00.00%––
Stonebridge Financial Planning Group, LLC17$00.00%––
Citigroup Inc45$1.00K0.00%––
Global Retirement Partners, LLC55$1.00K0.00%––
Optimum Investment Advisors350$9.00K0.00%––
Sittner & Nelson, LLC477$12.0K0.01%––
Spire Wealth Management535$13.0K0.00%––
Newbridge Financial Services Group, Inc.534$13.0K0.01%––
Reilly Financial Advisors, LLC670$16.0K0.00%––
Princeton Global Asset Management LLC800$20.0K0.01%––
Geneos Wealth Management Inc.870$21.0K0.00%––
Harbour Investments, Inc.986$24.0K0.00%––
Pinnacle Bancorp, Inc.990$24.0K0.01%––
D'Orazio & Associates, Inc.1,027$25.0K0.01%––
Tradition Wealth Management, LLC1,064$26.0K0.00%––
Parallel Advisors, LLC1,242$30.0K0.00%––
WealthShield Partners, LLC1,222$30.0K0.01%––
Fifth Third Bancorp1,373$34.0K0.00%––
Savior LLC1,618$40.0K0.04%––
Huntington National Bank–$43.0K0.00%––
CoreFirst Bank & Trust1,926$47.0K0.03%––
Bartlett & Co. Wealth Management LLC2,199$53.7K0.00%––
Bartlett & Co. LLC2,199$54.0K0.00%––
Bank of Montreal2,402$58.0K0.00%––
Northwestern Mutual Wealth Management Co2,498$61.0K0.00%––
Rockefeller Capital Management L.P.2,503$61.0K0.00%––
Lindbrook Capital, LLC2,500$61.0K0.01%––
American Portfolios Advisors2,587$63.1K0.00%––
North Star Investment Management Corp.2,674$65.0K0.01%––
Northwest Investment Counselors, LLC3,039$74.0K0.02%––
RMR Wealth Builders3,637$89.0K0.02%––
Atlas Private Wealth Advisors4,567$111.0K0.06%––
IMA Wealth, Inc.4,968$121.0K0.03%––
Centaurus Financial, Inc.5,316$130.0K0.01%––
Truvestments Capital LLC5,501$134.0K0.08%––
SOA Wealth Advisors, LLC.5,600$136.0K0.04%––
Bessemer Group Inc7,051$172.0K0.00%––
Moors & Cabot, Inc.8,605$210.0K0.02%––
Private Capital Advisors, Inc.8,722$213.0K0.04%––
Horst & Graben Wealth Management LLC9,494$232.0K0.07%––
Flputnam Investment Management Co9,572$234.0K0.01%––
Camden Capital, LLC9,741$238.0K0.06%––
Financial Counselors Inc10,000$244.0K0.01%––
Kestra Advisory Services, LLC10,258$250.0K0.00%––
Independent Financial Group, LLC10,303$251.5K0.03%––
Coastline Trust Co10,329$253.0K0.03%––
Stifel Financial Corp10,473$255.0K0.00%––
Capital Investment Advisory Services, LLC10,713$262.0K0.04%––
Shaker Financial Services, LLC10,834$264.0K0.11%––
Moloney Securities Asset Management, LLC11,158$272.0K0.05%––
Cetera Advisors LLC11,434$279.0K0.01%––
Laurel Wealth Advisors, Inc.11,889$290.0K0.04%––
Onyx Bridge Wealth Group LLC12,173$297.0K0.15%––
Truist Financial Corp13,084$319.0K0.00%––
Quantedge Capital Pte Ltd13,247$323.0K0.26%––
Shepherd Kaplan Krochuk, LLC14,360$351.0K0.14%––
The PNC Financial Services Group, Inc.14,582$356.0K0.00%––
Sippican Capital Advisors15,000$366.0K0.34%––
Sage Capital Advisors,llc16,075$392.0K0.18%––
Sigma Planning Corp16,250$397.0K0.01%––
Envestnet Asset Management Inc16,752$409.0K0.00%––
Mercer Global Advisors Inc16,920$413.0K0.00%––
International Assets Investment Management, LLC17,939$433.0K0.04%––
Mid Atlantic Financial Management Inc18,567$453.0K0.03%––
AE Wealth Management LLC18,669$456.0K0.00%––
Barclays PLC18,731$468.0K0.00%––
HighTower Advisors, LLC19,095$469.0K0.00%––
Wedbush Securities Inc21,421$523.0K0.03%––
Steward Partners Investment Advisory, LLC22,968$560.6K0.01%––
Cambridge Investment Research Advisors, Inc.23,220$567.0K0.00%––
Equitable Holdings, Inc.23,927$584.0K0.01%––
NEXT Financial Group, Inc24,593$600.0K0.05%––
Nations Financial Group Inc,25,350$619.0K0.14%––
Stockman Wealth Management, Inc.25,394$620.0K0.17%––
Stephens Inc27,633$675.0K0.01%––
B. Riley Wealth Management, Inc.32,686$798.0K0.09%––
Atlantic Union Bankshares Corp34,136$834.0K0.09%––
Invesco Ltd.34,718$847.0K0.00%––
National Asset Management, Inc.35,863$876.0K0.03%––
Matrix Private Capital Group LLC38,895$949.0K0.57%––
Eudaimonia Partners, LLC43,945$1.07M0.22%––
Oak Family Advisors, LLC62,657$1.53M1.05%––
Oppenheimer & Co Inc68,357$1.67M0.03%––
Usca Ria LLC73,851$1.80M0.12%––
1607 Capital Partners, LLC75,514$1.84M0.09%––
Laidlaw Wealth Management LLC75,800$1.85M0.63%––
Commonwealth Equity Services, LLC81,323$1.99M0.01%––
Advisor Group Holdings, Inc.102,958$2.51M0.01%––
Advisors Asset Management, Inc.115,561$2.82M0.04%––
Guggenheim Capital LLC115,605$2.82M0.02%––
Ameriprise Financial Inc128,321$3.13M0.00%––
Cohen & Steers, Inc.143,397$3.50M0.01%––
Janney Montgomery Scott LLC144,285$3.52M0.02%––
Claraphi Advisory Network, LLC155,308$3.79M1.04%––
Cetera Investment Advisers165,275$4.03M0.08%––
Matisse Capital169,541$4.14M1.19%––