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 |
|---|---|---|---|---|---|
| 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 |
| JFS Wealth Advisors, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| Global Retirement Partners, LLC | 57 | $1.00K | 0.00% | +1+1.8% | Added |
| Harbor Investment Advisory, LLC | 330 | $8.00K | 0.00% | +330 | New |
| Optimum Investment Advisors | 350 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 486 | $12.0K | 0.01% | +9+1.9% | Added |
| Spire Wealth Management | 535 | $14.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 576 | $15.0K | 0.01% | +576 | New |
| Reilly Financial Advisors, LLC | 670 | $17.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 900 | $22.0K | 0.00% | +30+3.4% | Added |
| Harbour Investments, Inc. | 985 | $25.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,242 | $32.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 1,275 | $32.0K | 0.00% | +1,275 | New |
| D'Orazio & Associates, Inc. | 1,547 | $40.0K | 0.01% | −231−13.0% | Reduced |
| Tradition Wealth Management, LLC | 1,714 | $44.0K | 0.01% | +650+61.1% | Added |
| CoreFirst Bank & Trust | 1,926 | $49.0K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,000 | $51.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,199 | $56.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,199 | $56.2K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 2,260 | $58.0K | 0.03% | −81−3.5% | Reduced |
| Truvestments Capital LLC | 2,496 | $64.0K | 0.04% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,649 | $67.7K | 0.00% | +10.0% | Added |
| North Star Investment Management Corp. | 2,674 | $68.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,027 | $103.0K | 0.00% | +1,029+34.3% | Added |
| IMA Wealth, Inc. | 4,968 | $127.0K | 0.03% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 5,652 | $145.0K | 0.01% | +16+0.3% | Added |
| SOA Wealth Advisors, LLC. | 6,600 | $168.0K | 0.04% | 00.0% | Unchanged |
| Bessemer Group Inc | 7,051 | $180.0K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 8,008 | $205.0K | 0.01% | −1,000−11.1% | Reduced |
| Moors & Cabot, Inc. | 8,262 | $210.0K | 0.01% | −78−0.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 8,259 | $211.0K | 0.00% | +793+10.6% | Added |
| International Assets Investment Management, LLC | 8,375 | $214.0K | 0.04% | +260+3.2% | 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 |
| Horst & Graben Wealth Management LLC | 9,698 | $248.0K | 0.07% | +103+1.1% | Added |
| Camden Capital, LLC | 9,741 | $249.0K | 0.05% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 10,136 | $259.0K | 0.05% | −96−0.9% | Reduced |
| Onyx Bridge Wealth Group LLC | 10,051 | $260.0K | 0.10% | −1,986−16.5% | Reduced |
| Coastline Trust Co | 10,329 | $265.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Independent Financial Group, LLC | 11,612 | $296.9K | 0.03% | +220+1.9% | 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 |
| Truist Financial Corp | 12,625 | $323.0K | 0.00% | +10.0% | Added |
| StoneX Group Inc. | 13,222 | $339.0K | 0.05% | +13,222 | New |
| Envestnet Asset Management Inc | 14,180 | $363.0K | 0.00% | −2,724−16.1% | Reduced |
| Sippican Capital Advisors | 14,560 | $372.0K | 0.32% | −440−2.9% | Reduced |
| Kestra Advisory Services, LLC | 14,588 | $373.0K | 0.00% | +243+1.7% | Added |
| The PNC Financial Services Group, Inc. | 15,158 | $388.0K | 0.00% | +538+3.7% | Added |
| HighTower Advisors, LLC | 15,737 | $401.0K | 0.00% | −3,429−17.9% | Reduced |
| Cetera Advisors LLC | 15,752 | $403.0K | 0.01% | +782+5.2% | Added |
| First Republic Investment Management, Inc. | 15,865 | $406.0K | 0.00% | +3,278+26.0% | Added |
| Mid Atlantic Financial Management Inc | 16,367 | $419.0K | 0.03% | −1,900−10.4% | Reduced |
| Sage Capital Advisors,llc | 17,173 | $439.0K | 0.19% | +922+5.7% | Added |
| AE Wealth Management LLC | 17,427 | $446.0K | 0.00% | −776−4.3% | Reduced |
| Mercer Global Advisors Inc | 18,047 | $461.0K | 0.00% | +885+5.2% | Added |
| Rockefeller Capital Management L.P. | 18,273 | $467.0K | 0.00% | +15,760+627.1% | Added |
| Cetera Advisor Networks LLC | 19,396 | $496.0K | 0.01% | +19,396 | New |
| City of London Investment Management Co Ltd | 21,300 | $545.0K | 0.03% | −93,690−81.5% | Reduced |
| Wedbush Securities Inc | 21,409 | $547.0K | 0.03% | −1,820−7.8% | Reduced |
| All Season Financial Advisors, Inc. | 22,146 | $566.0K | 0.46% | +9,154+70.5% | Added |
| Equitable Holdings, Inc. | 24,836 | $635.0K | 0.01% | +465+1.9% | Added |
| Barclays PLC | 25,127 | $641.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 25,317 | $647.0K | 0.00% | −2,144−7.8% | Reduced |
| Stockman Wealth Management, Inc. | 25,394 | $649.0K | 0.14% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 27,309 | $698.0K | 0.05% | +1,415+5.5% | 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 |
| Nations Financial Group Inc, | 32,350 | $827.0K | 0.13% | +2,700+9.1% | Added |
| Atlantic Union Bankshares Corp | 36,920 | $944.0K | 0.09% | −544−1.5% | Reduced |
| B. Riley Wealth Management, Inc. | 42,877 | $1.10M | 0.08% | −4,315−9.1% | Reduced |
| National Asset Management, Inc. | 43,565 | $1.11M | 0.04% | +3,402+8.5% | Added |
| Oppenheimer & Co Inc | 55,011 | $1.41M | 0.03% | −15,241−21.7% | Reduced |
| Private Advisor Group, LLC | 56,455 | $1.44M | 0.01% | +30,708+119.3% | Added |
| Laidlaw Wealth Management LLC | 63,331 | $1.62M | 0.42% | −7,385−10.4% | Reduced |
| Oak Family Advisors, LLC | 67,494 | $1.73M | 0.91% | +2,145+3.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 68,083 | $1.74M | 0.08% | +68,083 | New |
| Commonwealth Equity Services, LLC | 74,603 | $1.91M | 0.00% | +843+1.1% | Added |
| Advisors Asset Management, Inc. | 80,934 | $2.07M | 0.03% | −21,745−21.2% | Reduced |
| Guggenheim Capital LLC | 84,144 | $2.15M | 0.01% | −1,114−1.3% | Reduced |
| Cohen & Steers, Inc. | 100,619 | $2.57M | 0.00% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 107,090 | $2.74M | 1.44% | +30,975+40.7% | Added |
| Cetera Investment Advisers | 107,118 | $2.74M | 0.04% | −55,681−34.2% | Reduced |
| Ameriprise Financial Inc | 110,809 | $2.84M | 0.00% | −13,281−10.7% | Reduced |
| Advisor Group Holdings, Inc. | 120,251 | $3.08M | 0.01% | +6,929+6.1% | Added |
| Claraphi Advisory Network, LLC | 130,788 | $3.34M | 1.18% | −2,529−1.9% | Reduced |
| Janney Montgomery Scott LLC | 146,895 | $3.76M | 0.02% | −3,408−2.3% | Reduced |
| First Trust Advisors LP | 190,349 | $4.87M | 0.01% | +3,095+1.7% | Added |
| Lazard Asset Management LLC | 190,678 | $4.88M | 0.01% | −143,074−42.9% | Reduced |
| Raymond James & Associates | 262,322 | $6.71M | 0.01% | −15,361−5.5% | Reduced |
| Bank of America Corp | 265,451 | $6.79M | 0.00% | +10,533+4.1% | Added |
| UBS Group AG | 306,017 | $7.83M | 0.00% | +19,015+6.6% | Added |
| LPL Financial LLC | 316,762 | $8.10M | 0.01% | +21,400+7.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 322,381 | $8.24M | 0.02% | −820−0.3% | Reduced |
| Needham Investment Management LLC | 334,800 | $8.56M | 1.14% | −1,592−0.5% | Reduced |
| Wells Fargo & Company | 444,076 | $11.4M | 0.00% | +44,599+11.2% | Added |