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, Q3 2021
Institutional positions in abrdn Healthcare Investors as of Sep 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
- 102
- −10 vs. Q2 2021
- Shares held
- 8.63M
- −219.9K (−2.5%) vs. Q2 2021
- Total value
- $220.5M
- −$4.48M (−2.0%) vs. Q2 2021
- New holders
- 7
- 42 more added
- Sold out
- 17
- 31 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding abrdn Healthcare Investors; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 3,220,411 | $82.3M | 0.01% | +142,576+4.6% | Added |
| Royal Bank of Canada | 532,971 | $13.6M | 0.00% | −19,053−3.5% | Reduced |
| Wells Fargo & Company | 444,076 | $11.4M | 0.00% | +44,599+11.2% | Added |
| Needham Investment Management LLC | 334,800 | $8.56M | 1.14% | −1,592−0.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 322,381 | $8.24M | 0.02% | −820−0.3% | Reduced |
| LPL Financial LLC | 316,762 | $8.10M | 0.01% | +21,400+7.2% | Added |
| UBS Group AG | 306,017 | $7.83M | 0.00% | +19,015+6.6% | Added |
| Bank of America Corp | 265,451 | $6.79M | 0.00% | +10,533+4.1% | Added |
| Raymond James & Associates | 262,322 | $6.71M | 0.01% | −15,361−5.5% | Reduced |
| Lazard Asset Management LLC | 190,678 | $4.88M | 0.01% | −143,074−42.9% | Reduced |
| First Trust Advisors LP | 190,349 | $4.87M | 0.01% | +3,095+1.7% | Added |
| Janney Montgomery Scott LLC | 146,895 | $3.76M | 0.02% | −3,408−2.3% | Reduced |
| Claraphi Advisory Network, LLC | 130,788 | $3.34M | 1.18% | −2,529−1.9% | Reduced |
| Advisor Group Holdings, Inc. | 120,251 | $3.08M | 0.01% | +6,929+6.1% | Added |
| Ameriprise Financial Inc | 110,809 | $2.84M | 0.00% | −13,281−10.7% | Reduced |
| Cetera Investment Advisers | 107,118 | $2.74M | 0.04% | −55,681−34.2% | Reduced |
| Matrix Private Capital Group LLC | 107,090 | $2.74M | 1.44% | +30,975+40.7% | Added |
| Cohen & Steers, Inc. | 100,619 | $2.57M | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 84,144 | $2.15M | 0.01% | −1,114−1.3% | Reduced |
| Advisors Asset Management, Inc. | 80,934 | $2.07M | 0.03% | −21,745−21.2% | Reduced |
| Commonwealth Equity Services, LLC | 74,603 | $1.91M | 0.00% | +843+1.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 68,083 | $1.74M | 0.08% | +68,083 | New |
| Oak Family Advisors, LLC | 67,494 | $1.73M | 0.91% | +2,145+3.3% | Added |
| Laidlaw Wealth Management LLC | 63,331 | $1.62M | 0.42% | −7,385−10.4% | Reduced |
| Private Advisor Group, LLC | 56,455 | $1.44M | 0.01% | +30,708+119.3% | Added |
| Oppenheimer & Co Inc | 55,011 | $1.41M | 0.03% | −15,241−21.7% | Reduced |
| National Asset Management, Inc. | 43,565 | $1.11M | 0.04% | +3,402+8.5% | Added |
| B. Riley Wealth Management, Inc. | 42,877 | $1.10M | 0.08% | −4,315−9.1% | Reduced |
| Atlantic Union Bankshares Corp | 36,920 | $944.0K | 0.09% | −544−1.5% | Reduced |
| Nations Financial Group Inc, | 32,350 | $827.0K | 0.13% | +2,700+9.1% | Added |
| Eudaimonia Partners, LLC | 31,041 | $794.0K | 0.14% | −1,311−4.1% | Reduced |
| Invesco Ltd. | 31,034 | $794.0K | 0.00% | +1,479+5.0% | Added |
| NEXT Financial Group, Inc | 27,309 | $698.0K | 0.05% | +1,415+5.5% | Added |
| Stockman Wealth Management, Inc. | 25,394 | $649.0K | 0.14% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 25,317 | $647.0K | 0.00% | −2,144−7.8% | Reduced |
| Barclays PLC | 25,127 | $641.0K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 24,836 | $635.0K | 0.01% | +465+1.9% | Added |
| All Season Financial Advisors, Inc. | 22,146 | $566.0K | 0.46% | +9,154+70.5% | Added |
| Wedbush Securities Inc | 21,409 | $547.0K | 0.03% | −1,820−7.8% | Reduced |
| City of London Investment Management Co Ltd | 21,300 | $545.0K | 0.03% | −93,690−81.5% | Reduced |
| Cetera Advisor Networks LLC | 19,396 | $496.0K | 0.01% | +19,396 | New |
| Rockefeller Capital Management L.P. | 18,273 | $467.0K | 0.00% | +15,760+627.1% | Added |
| Mercer Global Advisors Inc | 18,047 | $461.0K | 0.00% | +885+5.2% | Added |
| AE Wealth Management LLC | 17,427 | $446.0K | 0.00% | −776−4.3% | Reduced |
| Sage Capital Advisors,llc | 17,173 | $439.0K | 0.19% | +922+5.7% | Added |
| Mid Atlantic Financial Management Inc | 16,367 | $419.0K | 0.03% | −1,900−10.4% | Reduced |
| First Republic Investment Management, Inc. | 15,865 | $406.0K | 0.00% | +3,278+26.0% | Added |
| Cetera Advisors LLC | 15,752 | $403.0K | 0.01% | +782+5.2% | Added |
| HighTower Advisors, LLC | 15,737 | $401.0K | 0.00% | −3,429−17.9% | Reduced |
| The PNC Financial Services Group, Inc. | 15,158 | $388.0K | 0.00% | +538+3.7% | Added |
| Kestra Advisory Services, LLC | 14,588 | $373.0K | 0.00% | +243+1.7% | Added |
| Sippican Capital Advisors | 14,560 | $372.0K | 0.32% | −440−2.9% | Reduced |
| Envestnet Asset Management Inc | 14,180 | $363.0K | 0.00% | −2,724−16.1% | Reduced |
| StoneX Group Inc. | 13,222 | $339.0K | 0.05% | +13,222 | New |
| Truist Financial Corp | 12,625 | $323.0K | 0.00% | +10.0% | Added |
| Laurel Wealth Advisors, Inc. | 12,570 | $321.0K | 0.06% | +107+0.9% | Added |
| Capital Investment Advisory Services, LLC | 12,569 | $321.0K | 0.04% | +206+1.7% | Added |
| Independent Financial Group, LLC | 11,612 | $296.9K | 0.03% | +220+1.9% | Added |
| Stephens Inc | 10,797 | $276.0K | 0.00% | −7,047−39.5% | Reduced |
| Stifel Financial Corp | 10,784 | $276.0K | 0.00% | +1,389+14.8% | Added |
| Coastline Trust Co | 10,329 | $265.0K | 0.03% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 10,051 | $260.0K | 0.10% | −1,986−16.5% | Reduced |
| Moloney Securities Asset Management, LLC | 10,136 | $259.0K | 0.05% | −96−0.9% | Reduced |
| Camden Capital, LLC | 9,741 | $249.0K | 0.05% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 9,698 | $248.0K | 0.07% | +103+1.1% | Added |
| Private Capital Advisors, Inc. | 8,893 | $227.0K | 0.04% | +171+2.0% | Added |
| Change Path, LLC | 8,867 | $227.0K | 0.01% | +251+2.9% | Added |
| International Assets Investment Management, LLC | 8,375 | $214.0K | 0.04% | +260+3.2% | Added |
| Steward Partners Investment Advisory, LLC | 8,259 | $211.0K | 0.00% | +793+10.6% | Added |
| Moors & Cabot, Inc. | 8,262 | $210.0K | 0.01% | −78−0.9% | Reduced |
| Wetherby Asset Management Inc | 8,008 | $205.0K | 0.01% | −1,000−11.1% | Reduced |
| Bessemer Group Inc | 7,051 | $180.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 6,600 | $168.0K | 0.04% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 5,652 | $145.0K | 0.01% | +16+0.3% | Added |
| IMA Wealth, Inc. | 4,968 | $127.0K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,027 | $103.0K | 0.00% | +1,029+34.3% | Added |
| North Star Investment Management Corp. | 2,674 | $68.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,649 | $67.7K | 0.00% | +10.0% | Added |
| Truvestments Capital LLC | 2,496 | $64.0K | 0.04% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 2,260 | $58.0K | 0.03% | −81−3.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,199 | $56.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,199 | $56.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,000 | $51.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,926 | $49.0K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,714 | $44.0K | 0.01% | +650+61.1% | Added |
| D'Orazio & Associates, Inc. | 1,547 | $40.0K | 0.01% | −231−13.0% | Reduced |
| Parallel Advisors, LLC | 1,242 | $32.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 1,275 | $32.0K | 0.00% | +1,275 | New |
| Harbour Investments, Inc. | 985 | $25.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 900 | $22.0K | 0.00% | +30+3.4% | Added |
| Reilly Financial Advisors, LLC | 670 | $17.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 576 | $15.0K | 0.01% | +576 | New |
| Spire Wealth Management | 535 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 486 | $12.0K | 0.01% | +9+1.9% | Added |
| Optimum Investment Advisors | 350 | $9.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 330 | $8.00K | 0.00% | +330 | New |
| Global Retirement Partners, LLC | 57 | $1.00K | 0.00% | +1+1.8% | Added |
| Eaton Vance Management | 1,276 | $0 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 8 | $0 | 0.00% | +2+33.3% | Added |
| Allworth Financial LP | 4 | $0 | 0.00% | 00.0% | Unchanged |