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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 6 | $0 | 0.00% | +3+100.0% | Added |
| JFS Wealth Advisors, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 4 | $0 | 0.00% | +4 | New |
| SRS Capital Advisors, Inc. | 1 | $0 | 0.00% | +1 | New |
| Citigroup Inc | 39 | $1.00K | 0.00% | −6−13.3% | Reduced |
| Global Retirement Partners, LLC | 56 | $1.00K | 0.00% | +1+1.8% | Added |
| Optimum Investment Advisors | 350 | $9.00K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 388 | $10.0K | 0.00% | +388 | New |
| Sittner & Nelson, LLC | 477 | $12.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 535 | $14.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 544 | $14.0K | 0.01% | +10+1.9% | Added |
| Reilly Financial Advisors, LLC | 670 | $17.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 870 | $22.0K | 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 |
| Tradition Wealth Management, LLC | 1,064 | $27.0K | 0.00% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 1,222 | $31.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,242 | $32.0K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 1,276 | $33.0K | 0.00% | +1,276 | New |
| Advisory Services Network, LLC | 1,313 | $34.0K | 0.00% | +1,313 | New |
| Fifth Third Bancorp | 1,399 | $36.0K | 0.00% | +26+1.9% | Added |
| Meeder Asset Management Inc | 1,522 | $39.0K | 0.00% | +1,522 | New |
| Savior LLC | 1,650 | $42.0K | 0.04% | +32+2.0% | Added |
| Huntington National Bank | – | $45.0K | 0.00% | – | – |
| D'Orazio & Associates, Inc. | 1,778 | $46.0K | 0.01% | +751+73.1% | Added |
| Creative Financial Designs Inc | 1,842 | $47.0K | 0.01% | +1,842 | New |
| CoreFirst Bank & Trust | 1,926 | $50.0K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,000 | $51.0K | 0.01% | −500−20.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,199 | $56.6K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,199 | $57.0K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 2,341 | $60.0K | 0.03% | −2,226−48.7% | Reduced |
| 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 |
| American Portfolios Advisors | 2,648 | $68.1K | 0.00% | +61+2.4% | Added |
| North Star Investment Management Corp. | 2,674 | $69.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,998 | $77.0K | 0.00% | +500+20.0% | Added |
| IMA Wealth, Inc. | 4,968 | $128.0K | 0.03% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 5,636 | $145.0K | 0.01% | +320+6.0% | Added |
| SOA Wealth Advisors, LLC. | 6,600 | $169.0K | 0.04% | +1,000+17.9% | Added |
| Bessemer Group Inc | 7,051 | $181.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 7,466 | $192.0K | 0.00% | −15,502−67.5% | Reduced |
| International Assets Investment Management, LLC | 8,115 | $209.0K | 0.04% | −9,824−54.8% | Reduced |
| Moors & Cabot, Inc. | 8,340 | $215.0K | 0.02% | −265−3.1% | Reduced |
| Change Path, LLC | 8,616 | $222.0K | 0.01% | +8,616 | New |
| Private Capital Advisors, Inc. | 8,722 | $224.0K | 0.04% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 8,798 | $226.0K | 0.01% | −774−8.1% | Reduced |
| Wetherby Asset Management Inc | 9,008 | $232.0K | 0.01% | +9,008 | New |
| Stifel Financial Corp | 9,395 | $242.0K | 0.00% | −1,078−10.3% | Reduced |
| Horst & Graben Wealth Management LLC | 9,595 | $247.0K | 0.07% | +101+1.1% | Added |
| Camden Capital, LLC | 9,741 | $251.0K | 0.06% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 10,232 | $263.0K | 0.05% | −926−8.3% | Reduced |
| Coastline Trust Co | 10,329 | $266.0K | 0.03% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 11,392 | $293.1K | 0.03% | +1,089+10.6% | Added |
| Onyx Bridge Wealth Group LLC | 12,037 | $304.0K | 0.13% | −136−1.1% | Reduced |
| Capital Investment Advisory Services, LLC | 12,363 | $318.0K | 0.04% | +1,650+15.4% | Added |
| Laurel Wealth Advisors, Inc. | 12,463 | $321.0K | 0.04% | +574+4.8% | Added |
| First Republic Investment Management, Inc. | 12,587 | $324.0K | 0.00% | +12,587 | New |
| Truist Financial Corp | 12,624 | $325.0K | 0.00% | −460−3.5% | Reduced |
| All Season Financial Advisors, Inc. | 12,992 | $334.0K | 0.24% | +12,992 | New |
| Kestra Advisory Services, LLC | 14,345 | $369.0K | 0.00% | +4,087+39.8% | Added |
| The PNC Financial Services Group, Inc. | 14,620 | $376.0K | 0.00% | +38+0.3% | Added |
| Cetera Advisors LLC | 14,970 | $385.0K | 0.01% | +3,536+30.9% | Added |
| Sippican Capital Advisors | 15,000 | $386.0K | 0.34% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 16,251 | $419.0K | 0.17% | +176+1.1% | Added |
| Envestnet Asset Management Inc | 16,904 | $435.0K | 0.00% | +152+0.9% | Added |
| Mercer Global Advisors Inc | 17,162 | $442.0K | 0.00% | +242+1.4% | Added |
| Stephens Inc | 17,844 | $459.0K | 0.01% | −9,789−35.4% | Reduced |
| AE Wealth Management LLC | 18,203 | $468.0K | 0.00% | −466−2.5% | Reduced |
| Mid Atlantic Financial Management Inc | 18,267 | $470.0K | 0.03% | −300−1.6% | Reduced |
| HighTower Advisors, LLC | 19,166 | $491.0K | 0.00% | +71+0.4% | Added |
| Wedbush Securities Inc | 23,229 | $598.0K | 0.03% | +1,808+8.4% | Added |
| Equitable Holdings, Inc. | 24,371 | $627.0K | 0.01% | +444+1.9% | Added |
| Stockman Wealth Management, Inc. | 25,394 | $653.0K | 0.16% | 00.0% | Unchanged |
| Barclays PLC | 25,127 | $654.0K | 0.00% | +6,396+34.1% | Added |
| Private Advisor Group, LLC | 25,747 | $663.0K | 0.01% | +25,747 | New |
| NEXT Financial Group, Inc | 25,894 | $666.0K | 0.05% | +1,301+5.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 27,461 | $707.0K | 0.00% | +4,241+18.3% | Added |
| Invesco Ltd. | 29,555 | $760.0K | 0.00% | −5,163−14.9% | Reduced |
| Nations Financial Group Inc, | 29,650 | $763.0K | 0.13% | +4,300+17.0% | Added |
| Eudaimonia Partners, LLC | 32,352 | $832.0K | 0.16% | −11,593−26.4% | Reduced |
| Atlantic Union Bankshares Corp | 37,464 | $964.0K | 0.09% | +3,328+9.7% | Added |
| National Asset Management, Inc. | 40,163 | $1.03M | 0.03% | +4,300+12.0% | Added |
| B. Riley Wealth Management, Inc. | 47,192 | $1.21M | 0.13% | +14,506+44.4% | Added |
| Oak Family Advisors, LLC | 65,349 | $1.68M | 1.01% | +2,692+4.3% | Added |
| Oppenheimer & Co Inc | 70,252 | $1.81M | 0.03% | +1,895+2.8% | Added |
| Laidlaw Wealth Management LLC | 70,716 | $1.82M | 0.47% | −5,084−6.7% | Reduced |
| Punch & Associates Investment Management, Inc. | 73,282 | $1.89M | 0.11% | −218,865−74.9% | Reduced |
| Usca Ria LLC | 73,466 | $1.89M | 0.11% | −385−0.5% | Reduced |
| Commonwealth Equity Services, LLC | 73,760 | $1.90M | 0.00% | −7,563−9.3% | Reduced |
| Matrix Private Capital Group LLC | 76,115 | $1.96M | 1.07% | +37,220+95.7% | Added |
| 1832 Asset Management L.P. | 79,000 | $2.04M | 0.00% | −177,100−69.2% | Reduced |
| Guggenheim Capital LLC | 85,258 | $2.19M | 0.01% | −30,347−26.3% | Reduced |
| Matisse Capital | 86,000 | $2.21M | 0.70% | −83,541−49.3% | Reduced |
| Cohen & Steers, Inc. | 100,619 | $2.59M | 0.00% | −42,778−29.8% | Reduced |
| Advisor Group Holdings, Inc. | 113,322 | $2.92M | 0.01% | +10,364+10.1% | Added |
| City of London Investment Management Co Ltd | 114,990 | $2.96M | 0.15% | −85,600−42.7% | Reduced |
| Ameriprise Financial Inc | 124,090 | $3.19M | 0.00% | −4,231−3.3% | Reduced |
| Claraphi Advisory Network, LLC | 133,317 | $3.43M | 1.03% | −21,991−14.2% | Reduced |
| Janney Montgomery Scott LLC | 150,303 | $3.87M | 0.02% | +6,018+4.2% | Added |