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, Q4 2021
Institutional positions in abrdn Healthcare Investors as of Dec 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
- 104
- +4 vs. Q3 2021
- Shares held
- 8.25M
- −325.0K (−3.8%) vs. Q3 2021
- Total value
- $196.1M
- −$23.3M (−10.6%) vs. Q3 2021
- New holders
- 19
- 45 more added
- Sold out
- 15
- 24 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding abrdn Healthcare Investors; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 3,257,060 | $77.4M | 0.01% | +36,649+1.1% | Added |
| Royal Bank of Canada | 509,865 | $12.1M | 0.00% | −23,106−4.3% | Reduced |
| Wells Fargo & Company | 439,605 | $10.4M | 0.00% | −4,471−1.0% | Reduced |
| Needham Investment Management LLC | 334,800 | $7.96M | 1.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 329,547 | $7.83M | 0.01% | +7,166+2.2% | Added |
| UBS Group AG | 307,050 | $7.30M | 0.00% | +1,033+0.3% | Added |
| Bank of America Corp | 287,910 | $6.84M | 0.00% | +22,459+8.5% | Added |
| LPL Financial LLC | 274,820 | $6.53M | 0.01% | −41,942−13.2% | Reduced |
| Raymond James & Associates | 245,278 | $5.83M | 0.00% | −17,044−6.5% | Reduced |
| First Trust Advisors LP | 191,551 | $4.55M | 0.00% | +1,202+0.6% | Added |
| Janney Montgomery Scott LLC | 152,983 | $3.63M | 0.01% | +6,088+4.1% | Added |
| Matrix Private Capital Group LLC | 123,680 | $2.94M | 1.39% | +16,590+15.5% | Added |
| Advisor Group Holdings, Inc. | 123,475 | $2.93M | 0.01% | +3,224+2.7% | Added |
| Claraphi Advisory Network, LLC | 119,474 | $2.84M | 0.99% | −11,314−8.7% | Reduced |
| Ameriprise Financial Inc | 117,522 | $2.79M | 0.00% | +6,713+6.1% | Added |
| Cohen & Steers, Inc. | 100,619 | $2.39M | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 73,913 | $1.76M | 0.01% | −10,231−12.2% | Reduced |
| Commonwealth Equity Services, LLC | 72,586 | $1.72M | 0.00% | −2,017−2.7% | Reduced |
| Oak Family Advisors, LLC | 69,694 | $1.66M | 0.79% | +2,200+3.3% | Added |
| Oppenheimer & Co Inc | 68,102 | $1.62M | 0.03% | +13,091+23.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 67,750 | $1.61M | 0.06% | −333−0.5% | Reduced |
| International Assets Investment Management, LLC | 51,195 | $1.22M | 0.21% | +42,820+511.3% | Added |
| National Asset Management, Inc. | 44,504 | $1.06M | 0.03% | +939+2.2% | Added |
| B. Riley Wealth Management, Inc. | 43,833 | $1.04M | 0.07% | +956+2.2% | Added |
| Advisors Asset Management, Inc. | 39,318 | $934.2K | 0.01% | −41,616−51.4% | Reduced |
| AE Wealth Management LLC | 33,844 | $804.0K | 0.01% | +16,417+94.2% | Added |
| Private Advisor Group, LLC | 32,243 | $766.0K | 0.01% | −24,212−42.9% | Reduced |
| Atlantic Union Bankshares Corp | 32,107 | $763.0K | 0.06% | −4,813−13.0% | Reduced |
| Nations Financial Group Inc, | 31,900 | $758.0K | 0.10% | −450−1.4% | Reduced |
| Cetera Investment Advisers | 30,712 | $730.0K | 0.01% | −76,406−71.3% | Reduced |
| NEXT Financial Group, Inc | 29,988 | $713.0K | 0.05% | +2,679+9.8% | Added |
| Mercer Global Advisors Inc | 28,298 | $672.0K | 0.00% | +10,251+56.8% | Added |
| Jane Street Group, LLC | 28,285 | $672.0K | 0.00% | +28,285 | New |
| Equitable Holdings, Inc. | 25,758 | $612.0K | 0.01% | +922+3.7% | Added |
| Stockman Wealth Management, Inc. | 25,394 | $603.0K | 0.12% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 25,127 | $597.0K | 0.00% | +25,127 | New |
| Cambridge Investment Research Advisors, Inc. | 24,601 | $585.0K | 0.00% | −716−2.8% | Reduced |
| GWM Advisors LLC | 22,419 | $533.0K | 0.01% | +22,419 | New |
| Cetera Advisor Networks LLC | 21,921 | $521.0K | 0.01% | +2,525+13.0% | Added |
| First Republic Investment Management, Inc. | 21,724 | $516.0K | 0.00% | +5,859+36.9% | Added |
| Wedbush Securities Inc | 19,978 | $475.0K | 0.02% | −1,431−6.7% | Reduced |
| Cetera Advisors LLC | 18,745 | $445.0K | 0.01% | +2,993+19.0% | Added |
| Kestra Advisory Services, LLC | 17,224 | $409.0K | 0.00% | +2,636+18.1% | Added |
| HighTower Advisors, LLC | 16,975 | $401.0K | 0.00% | +1,238+7.9% | Added |
| Envestnet Asset Management Inc | 16,660 | $396.0K | 0.00% | +2,480+17.5% | Added |
| Rockefeller Capital Management L.P. | 16,344 | $388.0K | 0.00% | −1,929−10.6% | Reduced |
| Sage Capital Advisors,llc | 17,371 | $388.0K | 0.15% | +198+1.2% | Added |
| The PNC Financial Services Group, Inc. | 15,170 | $360.0K | 0.00% | +12+0.1% | Added |
| StoneX Group Inc. | 13,486 | $320.4K | 0.04% | +264+2.0% | Added |
| Invesco Ltd. | 12,703 | $302.0K | 0.00% | −18,331−59.1% | Reduced |
| Laurel Wealth Advisors, Inc. | 12,701 | $302.0K | 0.02% | +131+1.0% | Added |
| Capital Investment Advisory Services, LLC | 12,642 | $300.0K | 0.04% | +73+0.6% | Added |
| Independent Financial Group, LLC | 12,333 | $293.0K | 0.02% | +721+6.2% | Added |
| BlackDiamond Wealth Management Inc. | 11,854 | $282.0K | 0.32% | +11,854 | New |
| Truist Financial Corp | 11,240 | $267.0K | 0.00% | −1,385−11.0% | Reduced |
| Stephens Inc | 10,647 | $253.0K | 0.00% | −150−1.4% | Reduced |
| Coastline Trust Co | 10,460 | $248.0K | 0.03% | +131+1.3% | Added |
| Moloney Securities Asset Management, LLC | 10,327 | $245.0K | 0.04% | +191+1.9% | Added |
| Onyx Bridge Wealth Group LLC | 10,066 | $242.0K | 0.08% | +15+0.1% | Added |
| Apollon Wealth Management, LLC | 10,144 | $241.0K | 0.02% | +10,144 | New |
| Horst & Graben Wealth Management LLC | 9,903 | $235.0K | 0.06% | +205+2.1% | Added |
| Twelve Points Wealth Management LLC | 9,783 | $232.0K | 0.19% | +9,783 | New |
| Camden Capital, LLC | 9,741 | $231.0K | 0.05% | 00.0% | Unchanged |
| Stifel Financial Corp | 8,906 | $212.0K | 0.00% | −1,878−17.4% | Reduced |
| MKT Advisors LLC | 9,505 | $202.0K | 0.16% | +9,505 | New |
| Bessemer Group Inc | 8,321 | $198.0K | 0.00% | +1,270+18.0% | Added |
| IMA Wealth, Inc. | 6,900 | $164.0K | 0.04% | +1,932+38.9% | Added |
| SOA Wealth Advisors, LLC. | 6,521 | $157.0K | 0.04% | −79−1.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,500 | $154.0K | 0.00% | −1,759−21.3% | Reduced |
| Centaurus Financial, Inc. | 5,685 | $135.0K | 0.01% | +33+0.6% | Added |
| Northwest Investment Counselors, LLC | 3,039 | $72.0K | 0.02% | +3,039 | New |
| American Portfolios Advisors | 2,765 | $65.7K | 0.00% | +116+4.4% | Added |
| North Star Investment Management Corp. | 2,674 | $64.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,496 | $59.0K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,000 | $48.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,926 | $46.0K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,776 | $42.0K | 0.00% | +1,776 | New |
| Tradition Wealth Management, LLC | 1,714 | $41.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,490 | $35.0K | 0.00% | −2,537−63.0% | Reduced |
| First Manhattan Co | 1,327 | $31.0K | 0.00% | +52+4.1% | Added |
| Parallel Advisors, LLC | 1,242 | $30.0K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 1,276 | $30.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1,253 | $30.0K | 0.02% | +1,253 | New |
| Plante Moran Financial Advisors, LLC | 1,118 | $27.0K | 0.00% | +1,118 | New |
| Rise Advisors, LLC | 1,123 | $26.7K | 0.03% | +1,123 | New |
| Reilly Financial Advisors, LLC | 1,000 | $24.0K | 0.00% | +330+49.3% | Added |
| Geneos Wealth Management Inc. | 914 | $21.0K | 0.00% | +14+1.6% | Added |
| Masso Torrence Wealth Management Inc. | 636 | $15.0K | 0.01% | +636 | New |
| Accel Wealth Management | 587 | $14.0K | 0.01% | +11+1.9% | Added |
| Future Financial Wealth Managment LLC | 600 | $14.0K | 0.01% | +600 | New |
| Spire Wealth Management | 535 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 505 | $12.0K | 0.01% | +19+3.9% | Added |
| Cordasco Financial Network | 400 | $10.0K | 0.01% | +400 | New |
| Ahrens Investment Partners LLC | 400 | $10.0K | 0.00% | +400 | New |
| Optimum Investment Advisors | 350 | $8.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 341 | $8.00K | 0.00% | +11+3.3% | Added |
| Umb Bank N A | 334 | $8.00K | 0.00% | +334 | New |
| Tower Research Capital LLC (TRC) | 300 | $7.00K | 0.00% | +300 | New |
| Larson Financial Group LLC | 300 | $7.00K | 0.00% | +300 | New |
| Harbour Investments, Inc. | 272 | $6.00K | 0.00% | −713−72.4% | Reduced |