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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 10 | $0 | 0.00% | +2+25.0% | Added |
| FMR LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 4 | $0 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 272 | $6.00K | 0.00% | −713−72.4% | Reduced |
| Tower Research Capital LLC (TRC) | 300 | $7.00K | 0.00% | +300 | New |
| Larson Financial Group LLC | 300 | $7.00K | 0.00% | +300 | 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 |
| Cordasco Financial Network | 400 | $10.0K | 0.01% | +400 | New |
| Ahrens Investment Partners LLC | 400 | $10.0K | 0.00% | +400 | New |
| Sittner & Nelson, LLC | 505 | $12.0K | 0.01% | +19+3.9% | Added |
| Spire Wealth Management | 535 | $13.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 587 | $14.0K | 0.01% | +11+1.9% | Added |
| Future Financial Wealth Managment LLC | 600 | $14.0K | 0.01% | +600 | New |
| Masso Torrence Wealth Management Inc. | 636 | $15.0K | 0.01% | +636 | New |
| Geneos Wealth Management Inc. | 914 | $21.0K | 0.00% | +14+1.6% | Added |
| Reilly Financial Advisors, LLC | 1,000 | $24.0K | 0.00% | +330+49.3% | Added |
| Rise Advisors, LLC | 1,123 | $26.7K | 0.03% | +1,123 | New |
| Plante Moran Financial Advisors, LLC | 1,118 | $27.0K | 0.00% | +1,118 | New |
| 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 |
| First Manhattan Co | 1,327 | $31.0K | 0.00% | +52+4.1% | Added |
| Northwestern Mutual Wealth Management Co | 1,490 | $35.0K | 0.00% | −2,537−63.0% | Reduced |
| Tradition Wealth Management, LLC | 1,714 | $41.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,776 | $42.0K | 0.00% | +1,776 | New |
| CoreFirst Bank & Trust | 1,926 | $46.0K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,000 | $48.0K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,496 | $59.0K | 0.03% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,674 | $64.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,765 | $65.7K | 0.00% | +116+4.4% | Added |
| Northwest Investment Counselors, LLC | 3,039 | $72.0K | 0.02% | +3,039 | New |
| Centaurus Financial, Inc. | 5,685 | $135.0K | 0.01% | +33+0.6% | Added |
| Steward Partners Investment Advisory, LLC | 6,500 | $154.0K | 0.00% | −1,759−21.3% | Reduced |
| SOA Wealth Advisors, LLC. | 6,521 | $157.0K | 0.04% | −79−1.2% | Reduced |
| IMA Wealth, Inc. | 6,900 | $164.0K | 0.04% | +1,932+38.9% | Added |
| Bessemer Group Inc | 8,321 | $198.0K | 0.00% | +1,270+18.0% | Added |
| MKT Advisors LLC | 9,505 | $202.0K | 0.16% | +9,505 | New |
| Stifel Financial Corp | 8,906 | $212.0K | 0.00% | −1,878−17.4% | Reduced |
| Camden Capital, LLC | 9,741 | $231.0K | 0.05% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 9,783 | $232.0K | 0.19% | +9,783 | New |
| Horst & Graben Wealth Management LLC | 9,903 | $235.0K | 0.06% | +205+2.1% | Added |
| Apollon Wealth Management, LLC | 10,144 | $241.0K | 0.02% | +10,144 | New |
| Onyx Bridge Wealth Group LLC | 10,066 | $242.0K | 0.08% | +15+0.1% | Added |
| Moloney Securities Asset Management, LLC | 10,327 | $245.0K | 0.04% | +191+1.9% | Added |
| Coastline Trust Co | 10,460 | $248.0K | 0.03% | +131+1.3% | Added |
| Stephens Inc | 10,647 | $253.0K | 0.00% | −150−1.4% | Reduced |
| Truist Financial Corp | 11,240 | $267.0K | 0.00% | −1,385−11.0% | Reduced |
| BlackDiamond Wealth Management Inc. | 11,854 | $282.0K | 0.32% | +11,854 | New |
| Independent Financial Group, LLC | 12,333 | $293.0K | 0.02% | +721+6.2% | Added |
| Capital Investment Advisory Services, LLC | 12,642 | $300.0K | 0.04% | +73+0.6% | 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 |
| StoneX Group Inc. | 13,486 | $320.4K | 0.04% | +264+2.0% | Added |
| The PNC Financial Services Group, Inc. | 15,170 | $360.0K | 0.00% | +12+0.1% | 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 |
| Envestnet Asset Management Inc | 16,660 | $396.0K | 0.00% | +2,480+17.5% | Added |
| HighTower Advisors, LLC | 16,975 | $401.0K | 0.00% | +1,238+7.9% | Added |
| Kestra Advisory Services, LLC | 17,224 | $409.0K | 0.00% | +2,636+18.1% | Added |
| Cetera Advisors LLC | 18,745 | $445.0K | 0.01% | +2,993+19.0% | Added |
| Wedbush Securities Inc | 19,978 | $475.0K | 0.02% | −1,431−6.7% | Reduced |
| First Republic Investment Management, Inc. | 21,724 | $516.0K | 0.00% | +5,859+36.9% | Added |
| Cetera Advisor Networks LLC | 21,921 | $521.0K | 0.01% | +2,525+13.0% | Added |
| GWM Advisors LLC | 22,419 | $533.0K | 0.01% | +22,419 | New |
| Cambridge Investment Research Advisors, Inc. | 24,601 | $585.0K | 0.00% | −716−2.8% | Reduced |
| Qube Research & Technologies Ltd | 25,127 | $597.0K | 0.00% | +25,127 | New |
| Stockman Wealth Management, Inc. | 25,394 | $603.0K | 0.12% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 25,758 | $612.0K | 0.01% | +922+3.7% | 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 |
| NEXT Financial Group, Inc | 29,988 | $713.0K | 0.05% | +2,679+9.8% | Added |
| Cetera Investment Advisers | 30,712 | $730.0K | 0.01% | −76,406−71.3% | Reduced |
| Nations Financial Group Inc, | 31,900 | $758.0K | 0.10% | −450−1.4% | Reduced |
| Atlantic Union Bankshares Corp | 32,107 | $763.0K | 0.06% | −4,813−13.0% | Reduced |
| Private Advisor Group, LLC | 32,243 | $766.0K | 0.01% | −24,212−42.9% | Reduced |
| AE Wealth Management LLC | 33,844 | $804.0K | 0.01% | +16,417+94.2% | Added |
| Advisors Asset Management, Inc. | 39,318 | $934.2K | 0.01% | −41,616−51.4% | Reduced |
| B. Riley Wealth Management, Inc. | 43,833 | $1.04M | 0.07% | +956+2.2% | Added |
| National Asset Management, Inc. | 44,504 | $1.06M | 0.03% | +939+2.2% | Added |
| International Assets Investment Management, LLC | 51,195 | $1.22M | 0.21% | +42,820+511.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 67,750 | $1.61M | 0.06% | −333−0.5% | Reduced |
| Oppenheimer & Co Inc | 68,102 | $1.62M | 0.03% | +13,091+23.8% | Added |
| Oak Family Advisors, LLC | 69,694 | $1.66M | 0.79% | +2,200+3.3% | Added |
| Commonwealth Equity Services, LLC | 72,586 | $1.72M | 0.00% | −2,017−2.7% | Reduced |
| Guggenheim Capital LLC | 73,913 | $1.76M | 0.01% | −10,231−12.2% | Reduced |
| Cohen & Steers, Inc. | 100,619 | $2.39M | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 117,522 | $2.79M | 0.00% | +6,713+6.1% | Added |
| Claraphi Advisory Network, LLC | 119,474 | $2.84M | 0.99% | −11,314−8.7% | Reduced |
| Advisor Group Holdings, Inc. | 123,475 | $2.93M | 0.01% | +3,224+2.7% | Added |
| Matrix Private Capital Group LLC | 123,680 | $2.94M | 1.39% | +16,590+15.5% | Added |
| Janney Montgomery Scott LLC | 152,983 | $3.63M | 0.01% | +6,088+4.1% | Added |
| First Trust Advisors LP | 191,551 | $4.55M | 0.00% | +1,202+0.6% | Added |
| Raymond James & Associates | 245,278 | $5.83M | 0.00% | −17,044−6.5% | Reduced |
| LPL Financial LLC | 274,820 | $6.53M | 0.01% | −41,942−13.2% | Reduced |
| Bank of America Corp | 287,910 | $6.84M | 0.00% | +22,459+8.5% | Added |
| UBS Group AG | 307,050 | $7.30M | 0.00% | +1,033+0.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 329,547 | $7.83M | 0.01% | +7,166+2.2% | Added |