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, Q1 2022
Institutional positions in abrdn Healthcare Investors as of Mar 31, 2022. 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
- 99
- −2 vs. Q4 2021
- Shares held
- 8.06M
- −158.4K (−1.9%) vs. Q4 2021
- Total value
- $167.5M
- −$27.8M (−14.2%) vs. Q4 2021
- New holders
- 16
- 44 more added
- Sold out
- 18
- 19 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding abrdn Healthcare Investors; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 18 | $0 | 0.00% | +8+80.0% | 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 |
| Fifth Third Bancorp | 3 | $0 | 0.00% | +3 | New |
| Global Retirement Partners, LLC | 59 | $1.00K | 0.00% | +59 | New |
| Moisand Fitzgerald Tamayo, LLC | 145 | $3.00K | 0.00% | +145 | New |
| Larson Financial Group LLC | 300 | $6.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 267 | $6.00K | 0.00% | +267 | New |
| Optimum Investment Advisors | 350 | $7.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 348 | $7.00K | 0.00% | +7+2.1% | Added |
| Cordasco Financial Network | 400 | $8.00K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 400 | $8.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 478 | $10.0K | 0.01% | +478 | New |
| Spire Wealth Management | 535 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 516 | $11.0K | 0.01% | +11+2.2% | Added |
| Future Financial Wealth Managment LLC | 600 | $12.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 587 | $13.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 776 | $16.0K | 0.01% | +776 | New |
| Geneos Wealth Management Inc. | 904 | $18.0K | 0.00% | −10−1.1% | Reduced |
| Lindbrook Capital, LLC | 1,000 | $21.0K | 0.00% | −1,000−50.0% | Reduced |
| Rise Advisors, LLC | 1,149 | $24.0K | 0.02% | +26+2.3% | Added |
| Fortitude Advisory Group L.L.C. | 1,208 | $25.0K | 0.01% | −45−3.6% | Reduced |
| Parallel Advisors, LLC | 1,242 | $26.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 1,358 | $28.0K | 0.00% | +31+2.3% | Added |
| Northwestern Mutual Wealth Management Co | 1,480 | $31.0K | 0.00% | −10−0.7% | Reduced |
| Tradition Wealth Management, LLC | 1,714 | $36.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,199 | $45.7K | 0.00% | +2,199 | New |
| Bartlett & Co. LLC | 2,199 | $46.0K | 0.00% | +2,199 | New |
| North Star Investment Management Corp. | 2,674 | $56.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,782 | $57.8K | 0.00% | +17+0.6% | Added |
| Northwest Investment Counselors, LLC | 3,039 | $63.0K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 4,300 | $89.0K | 0.00% | +4,300 | New |
| Money Concepts Capital Corp | 4,402 | $91.0K | 0.01% | +4,402 | New |
| IMA Wealth, Inc. | 5,019 | $104.0K | 0.02% | −1,881−27.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,831 | $121.0K | 0.00% | −669−10.3% | Reduced |
| SOA Wealth Advisors, LLC. | 6,521 | $135.0K | 0.03% | 00.0% | Unchanged |
| Bessemer Group Inc | 7,051 | $146.0K | 0.00% | −1,270−15.3% | Reduced |
| Apollon Wealth Management, LLC | 10,144 | $211.0K | 0.01% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 10,138 | $211.0K | 0.05% | +235+2.4% | Added |
| Moloney Securities Asset Management, LLC | 10,413 | $216.0K | 0.04% | +86+0.8% | Added |
| Coastline Trust Co | 10,460 | $217.0K | 0.03% | 00.0% | Unchanged |
| Stifel Financial Corp | 11,123 | $231.0K | 0.00% | +2,217+24.9% | Added |
| Truist Financial Corp | 11,240 | $234.0K | 0.00% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 11,869 | $247.0K | 0.29% | +15+0.1% | Added |
| Independent Financial Group, LLC | 12,622 | $262.2K | 0.02% | +289+2.3% | Added |
| Laurel Wealth Advisors, Inc. | 13,134 | $273.0K | 0.02% | +433+3.4% | Added |
| Capital Investment Advisory Services, LLC | 13,621 | $283.0K | 0.03% | +979+7.7% | Added |
| IFP Advisors, Inc | 13,344 | $285.0K | 0.00% | +13,344 | New |
| StoneX Group Inc. | 13,790 | $286.4K | 0.02% | +304+2.3% | Added |
| Stephens Inc | 14,451 | $300.0K | 0.00% | +3,804+35.7% | Added |
| B. Riley Wealth Management, Inc. | 16,848 | $350.0K | 0.03% | −26,985−61.6% | Reduced |
| Invesco Ltd. | 17,210 | $357.0K | 0.00% | +4,507+35.5% | Added |
| Kestra Advisory Services, LLC | 17,489 | $363.0K | 0.00% | +265+1.5% | Added |
| Sage Capital Advisors,llc | 17,597 | $377.0K | 0.15% | +226+1.3% | Added |
| HighTower Advisors, LLC | 18,731 | $387.0K | 0.00% | +1,756+10.3% | Added |
| Wedbush Securities Inc | 20,678 | $429.0K | 0.02% | +700+3.5% | Added |
| Cetera Advisors LLC | 22,514 | $468.0K | 0.01% | +3,769+20.1% | Added |
| First Republic Investment Management, Inc. | 22,775 | $473.0K | 0.00% | +1,051+4.8% | Added |
| Mercer Global Advisors Inc | 23,791 | $494.0K | 0.00% | −4,507−15.9% | Reduced |
| Cetera Advisor Networks LLC | 24,506 | $509.0K | 0.01% | +2,585+11.8% | Added |
| Stockman Wealth Management, Inc. | 25,394 | $527.0K | 0.11% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 26,106 | $542.0K | 0.00% | −6,137−19.0% | Reduced |
| Equitable Holdings, Inc. | 26,340 | $547.0K | 0.01% | +582+2.3% | Added |
| The PNC Financial Services Group, Inc. | 28,670 | $596.0K | 0.00% | +13,500+89.0% | Added |
| Shaker Financial Services, LLC | 29,000 | $602.0K | 0.23% | +29,000 | New |
| Cetera Investment Advisers | 29,600 | $615.0K | 0.01% | −1,112−3.6% | Reduced |
| GWM Advisors LLC | 29,929 | $622.0K | 0.01% | +7,510+33.5% | Added |
| Rockefeller Capital Management L.P. | 30,288 | $629.0K | 0.00% | +13,944+85.3% | Added |
| Atlantic Union Bankshares Corp | 32,162 | $668.0K | 0.06% | +55+0.2% | Added |
| Landscape Capital Management, L.L.C. | 33,304 | $692.0K | 0.09% | +33,304 | New |
| Nations Financial Group Inc, | 33,750 | $701.0K | 0.08% | +1,850+5.8% | Added |
| Qube Research & Technologies Ltd | 34,351 | $713.0K | 0.01% | +9,224+36.7% | Added |
| AE Wealth Management LLC | 35,262 | $732.0K | 0.01% | +1,418+4.2% | Added |
| National Asset Management, Inc. | 43,311 | $900.0K | 0.03% | −1,193−2.7% | Reduced |
| Atria Wealth Solutions, Inc. | 46,423 | $965.0K | 0.02% | +46,423 | New |
| Eudaimonia Partners, LLC | 54,042 | $1.12M | 0.19% | +54,042 | New |
| Cambridge Investment Research Advisors, Inc. | 60,886 | $1.26M | 0.01% | +36,285+147.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 62,775 | $1.30M | 0.05% | −4,975−7.3% | Reduced |
| Guggenheim Capital LLC | 68,608 | $1.43M | 0.01% | −5,305−7.2% | Reduced |
| Oppenheimer & Co Inc | 68,644 | $1.43M | 0.03% | +542+0.8% | Added |
| Claraphi Advisory Network, LLC | 72,939 | $1.51M | 0.44% | −46,535−38.9% | Reduced |
| Commonwealth Equity Services, LLC | 76,392 | $1.59M | 0.00% | +3,806+5.2% | Added |
| Advisor Group Holdings, Inc. | 125,341 | $2.62M | 0.01% | +1,866+1.5% | Added |
| Cohen & Steers, Inc. | 132,399 | $2.75M | 0.00% | +31,780+31.6% | Added |
| Ameriprise Financial Inc | 136,182 | $2.83M | 0.00% | +18,660+15.9% | Added |
| Matrix Private Capital Group LLC | 141,890 | $2.95M | 1.44% | +18,210+14.7% | Added |
| Janney Montgomery Scott LLC | 156,118 | $3.24M | 0.01% | +3,135+2.0% | Added |
| Wolverine Asset Management LLC | 161,515 | $3.35M | 0.04% | +161,515 | New |
| First Trust Advisors LP | 190,916 | $3.96M | 0.00% | −635−0.3% | Reduced |
| Raymond James & Associates | 214,610 | $4.46M | 0.00% | −30,668−12.5% | Reduced |
| LPL Financial LLC | 284,692 | $5.91M | 0.01% | +9,872+3.6% | Added |
| UBS Group AG | 290,025 | $6.02M | 0.00% | −17,025−5.5% | Reduced |
| Bank of America Corp | 297,138 | $6.17M | 0.00% | +9,228+3.2% | Added |
| Needham Investment Management LLC | 334,800 | $6.95M | 1.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 344,616 | $7.16M | 0.01% | +15,069+4.6% | Added |
| Wells Fargo & Company | 444,055 | $9.22M | 0.00% | +4,450+1.0% | Added |
| Royal Bank of Canada | 531,858 | $11.0M | 0.00% | +21,993+4.3% | Added |
| Morgan Stanley | 2,909,692 | $60.4M | 0.01% | −347,368−10.7% | Reduced |
| Oak Family Advisors, LLC | 0 | $0 | 0.00% | −69,694−100.0% | Sold out |