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, Q2 2021
Institutional positions in abrdn Healthcare Investors as of Jun 30, 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
- 113
- −1 vs. Q1 2021
- Shares held
- 8.92M
- −751.3K (−7.8%) vs. Q1 2021
- Total value
- $226.9M
- −$9.11M (−3.9%) vs. Q1 2021
- New holders
- 12
- 41 more added
- Sold out
- 13
- 36 more reduced
Compare with Q1 2021: 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 | $293.0M |
| Q1 2026 | 128 | $231.8M |
| Q4 2025 | 123 | $247.6M |
| Q3 2025 | 120 | $222.6M |
| Q2 2025 | 114 | $180.4M |
| Q1 2025 | 106 | $192.1M |
| Q4 2024 | 119 | $196.7M |
| Q3 2024 | 121 | $243.8M |
| Q2 2024 | 113 | $222.3M |
| Q1 2024 | 120 | $216.8M |
| Q4 2023 | 123 | $208.1M |
| Q3 2023 | 115 | $160.3M |
| Q2 2023 | 116 | $158.9M |
| Q1 2023 | 118 | $153.2M |
| Q4 2022 | 114 | $153.9M |
| Q3 2022 | 105 | $141.9M |
| Q2 2022 | 104 | $149.2M |
| Q1 2022 | 99 | $167.5M |
| Q4 2021 | 104 | $196.1M |
| Q3 2021 | 102 | $220.5M |
| Q2 2021 | 113 | $226.9M |
| Q1 2021 | 114 | $236.0M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding abrdn Healthcare Investors; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 3,077,835 | $79.2M | 0.01% | +50,094+1.7% | Added |
| Royal Bank of Canada | 552,024 | $14.2M | 0.00% | +29,428+5.6% | Added |
| Wells Fargo & Company | 399,477 | $10.3M | 0.00% | −7,915−1.9% | Reduced |
| Needham Investment Management LLC | 336,392 | $8.65M | 1.27% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 333,752 | $8.59M | 0.01% | −92,575−21.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 323,201 | $8.32M | 0.02% | −2,015−0.6% | Reduced |
| LPL Financial LLC | 295,362 | $7.60M | 0.01% | +18,015+6.5% | Added |
| UBS Group AG | 287,002 | $7.38M | 0.00% | −3,106−1.1% | Reduced |
| Raymond James & Associates | 277,683 | $7.14M | 0.01% | +40,540+17.1% | Added |
| Bank of America Corp | 254,918 | $6.56M | 0.00% | −79,541−23.8% | Reduced |
| First Trust Advisors LP | 187,254 | $4.82M | 0.01% | +12,143+6.9% | Added |
| Cetera Investment Advisers | 162,799 | $4.19M | 0.07% | −2,476−1.5% | Reduced |
| Janney Montgomery Scott LLC | 150,303 | $3.87M | 0.02% | +6,018+4.2% | Added |
| Claraphi Advisory Network, LLC | 133,317 | $3.43M | 1.03% | −21,991−14.2% | Reduced |
| Ameriprise Financial Inc | 124,090 | $3.19M | 0.00% | −4,231−3.3% | Reduced |
| City of London Investment Management Co Ltd | 114,990 | $2.96M | 0.15% | −85,600−42.7% | Reduced |
| Advisor Group Holdings, Inc. | 113,322 | $2.92M | 0.01% | +10,364+10.1% | Added |
| Cohen & Steers, Inc. | 100,619 | $2.59M | 0.00% | −42,778−29.8% | Reduced |
| Matisse Capital | 86,000 | $2.21M | 0.70% | −83,541−49.3% | Reduced |
| Guggenheim Capital LLC | 85,258 | $2.19M | 0.01% | −30,347−26.3% | Reduced |
| 1832 Asset Management L.P. | 79,000 | $2.04M | 0.00% | −177,100−69.2% | Reduced |
| Matrix Private Capital Group LLC | 76,115 | $1.96M | 1.07% | +37,220+95.7% | Added |
| Commonwealth Equity Services, LLC | 73,760 | $1.90M | 0.00% | −7,563−9.3% | Reduced |
| Usca Ria LLC | 73,466 | $1.89M | 0.11% | −385−0.5% | Reduced |
| Punch & Associates Investment Management, Inc. | 73,282 | $1.89M | 0.11% | −218,865−74.9% | Reduced |
| Laidlaw Wealth Management LLC | 70,716 | $1.82M | 0.47% | −5,084−6.7% | Reduced |
| Oppenheimer & Co Inc | 70,252 | $1.81M | 0.03% | +1,895+2.8% | Added |
| Oak Family Advisors, LLC | 65,349 | $1.68M | 1.01% | +2,692+4.3% | Added |
| B. Riley Wealth Management, Inc. | 47,192 | $1.21M | 0.13% | +14,506+44.4% | Added |
| National Asset Management, Inc. | 40,163 | $1.03M | 0.03% | +4,300+12.0% | Added |
| Atlantic Union Bankshares Corp | 37,464 | $964.0K | 0.09% | +3,328+9.7% | Added |
| Eudaimonia Partners, LLC | 32,352 | $832.0K | 0.16% | −11,593−26.4% | Reduced |
| Nations Financial Group Inc, | 29,650 | $763.0K | 0.13% | +4,300+17.0% | Added |
| Invesco Ltd. | 29,555 | $760.0K | 0.00% | −5,163−14.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 27,461 | $707.0K | 0.00% | +4,241+18.3% | Added |
| NEXT Financial Group, Inc | 25,894 | $666.0K | 0.05% | +1,301+5.3% | Added |
| Private Advisor Group, LLC | 25,747 | $663.0K | 0.01% | +25,747 | New |
| Barclays PLC | 25,127 | $654.0K | 0.00% | +6,396+34.1% | Added |
| Stockman Wealth Management, Inc. | 25,394 | $653.0K | 0.16% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 24,371 | $627.0K | 0.01% | +444+1.9% | Added |
| Wedbush Securities Inc | 23,229 | $598.0K | 0.03% | +1,808+8.4% | Added |
| HighTower Advisors, LLC | 19,166 | $491.0K | 0.00% | +71+0.4% | Added |
| Mid Atlantic Financial Management Inc | 18,267 | $470.0K | 0.03% | −300−1.6% | Reduced |
| AE Wealth Management LLC | 18,203 | $468.0K | 0.00% | −466−2.5% | Reduced |
| Stephens Inc | 17,844 | $459.0K | 0.01% | −9,789−35.4% | Reduced |
| Mercer Global Advisors Inc | 17,162 | $442.0K | 0.00% | +242+1.4% | Added |
| Envestnet Asset Management Inc | 16,904 | $435.0K | 0.00% | +152+0.9% | Added |
| Sage Capital Advisors,llc | 16,251 | $419.0K | 0.17% | +176+1.1% | Added |
| Sippican Capital Advisors | 15,000 | $386.0K | 0.34% | 00.0% | Unchanged |
| Cetera Advisors LLC | 14,970 | $385.0K | 0.01% | +3,536+30.9% | Added |
| The PNC Financial Services Group, Inc. | 14,620 | $376.0K | 0.00% | +38+0.3% | Added |
| Kestra Advisory Services, LLC | 14,345 | $369.0K | 0.00% | +4,087+39.8% | Added |
| All Season Financial Advisors, Inc. | 12,992 | $334.0K | 0.24% | +12,992 | New |
| Truist Financial Corp | 12,624 | $325.0K | 0.00% | −460−3.5% | Reduced |
| First Republic Investment Management, Inc. | 12,587 | $324.0K | 0.00% | +12,587 | New |
| Laurel Wealth Advisors, Inc. | 12,463 | $321.0K | 0.04% | +574+4.8% | Added |
| Capital Investment Advisory Services, LLC | 12,363 | $318.0K | 0.04% | +1,650+15.4% | Added |
| Onyx Bridge Wealth Group LLC | 12,037 | $304.0K | 0.13% | −136−1.1% | Reduced |
| Independent Financial Group, LLC | 11,392 | $293.1K | 0.03% | +1,089+10.6% | Added |
| Coastline Trust Co | 10,329 | $266.0K | 0.03% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 10,232 | $263.0K | 0.05% | −926−8.3% | Reduced |
| Camden Capital, LLC | 9,741 | $251.0K | 0.06% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 9,595 | $247.0K | 0.07% | +101+1.1% | Added |
| Stifel Financial Corp | 9,395 | $242.0K | 0.00% | −1,078−10.3% | Reduced |
| Wetherby Asset Management Inc | 9,008 | $232.0K | 0.01% | +9,008 | New |
| Flputnam Investment Management Co | 8,798 | $226.0K | 0.01% | −774−8.1% | Reduced |
| Private Capital Advisors, Inc. | 8,722 | $224.0K | 0.04% | 00.0% | Unchanged |
| Change Path, LLC | 8,616 | $222.0K | 0.01% | +8,616 | New |
| Moors & Cabot, Inc. | 8,340 | $215.0K | 0.02% | −265−3.1% | Reduced |
| International Assets Investment Management, LLC | 8,115 | $209.0K | 0.04% | −9,824−54.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 7,466 | $192.0K | 0.00% | −15,502−67.5% | Reduced |
| Bessemer Group Inc | 7,051 | $181.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 6,600 | $169.0K | 0.04% | +1,000+17.9% | Added |
| Centaurus Financial, Inc. | 5,636 | $145.0K | 0.01% | +320+6.0% | Added |
| IMA Wealth, Inc. | 4,968 | $128.0K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,998 | $77.0K | 0.00% | +500+20.0% | Added |
| North Star Investment Management Corp. | 2,674 | $69.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,648 | $68.1K | 0.00% | +61+2.4% | Added |
| Truvestments Capital LLC | 2,496 | $64.0K | 0.04% | −3,005−54.6% | Reduced |
| Rockefeller Capital Management L.P. | 2,513 | $64.0K | 0.00% | +10+0.4% | Added |
| Atlas Private Wealth Advisors | 2,341 | $60.0K | 0.03% | −2,226−48.7% | Reduced |
| Bartlett & Co. LLC | 2,199 | $57.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,199 | $56.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,000 | $51.0K | 0.01% | −500−20.0% | Reduced |
| CoreFirst Bank & Trust | 1,926 | $50.0K | 0.03% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,842 | $47.0K | 0.01% | +1,842 | New |
| D'Orazio & Associates, Inc. | 1,778 | $46.0K | 0.01% | +751+73.1% | Added |
| Huntington National Bank | – | $45.0K | 0.00% | – | – |
| Savior LLC | 1,650 | $42.0K | 0.04% | +32+2.0% | Added |
| Meeder Asset Management Inc | 1,522 | $39.0K | 0.00% | +1,522 | New |
| Fifth Third Bancorp | 1,399 | $36.0K | 0.00% | +26+1.9% | Added |
| Advisory Services Network, LLC | 1,313 | $34.0K | 0.00% | +1,313 | New |
| Eaton Vance Management | 1,276 | $33.0K | 0.00% | +1,276 | New |
| Parallel Advisors, LLC | 1,242 | $32.0K | 0.00% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 1,222 | $31.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,064 | $27.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 985 | $25.0K | 0.00% | −1−0.1% | Reduced |
| Pinnacle Bancorp, Inc. | 990 | $25.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 870 | $22.0K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 670 | $17.0K | 0.00% | 00.0% | Unchanged |