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 2022
Institutional positions in abrdn Healthcare Investors as of Dec 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
- 114
- +11 vs. Q3 2022
- Shares held
- 8.57M
- +337.8K (+4.1%) vs. Q3 2022
- Total value
- $153.9M
- +$12.1M (+8.5%) vs. Q3 2022
- New holders
- 18
- 35 more added
- Sold out
- 7
- 36 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding abrdn Healthcare Investors; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 3,118,800 | $56.1M | 0.01% | +144,494+4.9% | Added |
| Royal Bank of Canada | 550,910 | $9.92M | 0.00% | −39,491−6.7% | Reduced |
| Wells Fargo & Company | 303,832 | $5.47M | 0.00% | −62,981−17.2% | Reduced |
| LPL Financial LLC | 290,641 | $5.23M | 0.00% | −29,609−9.2% | Reduced |
| Cornerstone Advisors, LLC | 270,800 | $4.87M | 0.24% | +246,200+1,000.8% | Added |
| Wolverine Asset Management LLC | 269,614 | $4.85M | 0.07% | +58,546+27.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 238,048 | $4.29M | 0.01% | −49,929−17.3% | Reduced |
| Needham Investment Management LLC | 216,331 | $3.89M | 0.70% | −118,469−35.4% | Reduced |
| UBS Group AG | 206,632 | $3.72M | 0.00% | −24,891−10.8% | Reduced |
| First Trust Advisors LP | 181,815 | $3.27M | 0.00% | −2,869−1.6% | Reduced |
| Bank of America Corp | 159,160 | $2.86M | 0.00% | −162,075−50.5% | Reduced |
| Matrix Private Capital Group LLC | 157,900 | $2.84M | 1.85% | −5,165−3.2% | Reduced |
| Janney Montgomery Scott LLC | 154,411 | $2.78M | 0.01% | −380−0.2% | Reduced |
| Cohen & Steers, Inc. | 144,528 | $2.60M | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 143,701 | $2.59M | 0.00% | +8,173+6.0% | Added |
| Advisor Group Holdings, Inc. | 141,265 | $2.54M | 0.01% | +539+0.4% | Added |
| Ameriprise Financial Inc | 113,126 | $2.10M | 0.00% | +1,346+1.2% | Added |
| Logan Stone Capital, LLC | 99,257 | $1.79M | 0.67% | +99,257 | New |
| National Asset Management, Inc. | 87,568 | $1.58M | 0.04% | −16,245−15.6% | Reduced |
| Oppenheimer & Co Inc | 75,701 | $1.36M | 0.03% | −670−0.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 72,235 | $1.30M | 0.01% | +6,775+10.3% | Added |
| Cetera Investment Advisers | 68,665 | $1.24M | 0.01% | +23,023+50.4% | Added |
| Advisors Asset Management, Inc. | 65,139 | $1.17M | 0.02% | +35,542+120.1% | Added |
| Cyndeo Wealth Partners, LLC | 63,993 | $1.15M | 0.14% | +63,993 | New |
| Eudaimonia Partners, LLC | 63,525 | $1.14M | 0.28% | +910+1.5% | Added |
| Commonwealth Equity Services, LLC | 62,622 | $1.13M | 0.00% | −19,635−23.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 57,752 | $1.04M | 0.05% | −3,973−6.4% | Reduced |
| CNH Partners LLC | 54,267 | $976.8K | 0.03% | +54,267 | New |
| Landscape Capital Management, L.L.C. | 52,381 | $942.9K | 0.14% | +15,217+40.9% | Added |
| Weiss Asset Management LP | 47,191 | $849.4K | 0.04% | +47,191 | New |
| Atria Wealth Solutions, Inc. | 45,878 | $825.8K | 0.01% | −2,335−4.8% | Reduced |
| Elequin Capital LP | 43,676 | $786.2K | 0.22% | +43,676 | New |
| Millennium Management LLC | 42,166 | $759.0K | 0.00% | −6,187−12.8% | Reduced |
| JPMorgan Chase & Co | 38,842 | $699.0K | 0.00% | +38,235+6,299.0% | Added |
| Claraphi Advisory Network, LLC | 37,878 | $681.8K | 0.27% | −12,191−24.3% | Reduced |
| Nations Financial Group Inc, | 36,104 | $649.9K | 0.07% | −102−0.3% | Reduced |
| Qube Research & Technologies Ltd | 35,217 | $633.9K | 0.00% | +2,700+8.3% | Added |
| HighTower Advisors, LLC | 31,065 | $558.0K | 0.00% | −2,579−7.7% | Reduced |
| Invesco Ltd. | 30,170 | $543.1K | 0.00% | +9,280+44.4% | Added |
| GWM Advisors LLC | 31,202 | $534.4K | 0.01% | −80−0.3% | Reduced |
| Cetera Advisor Networks LLC | 29,468 | $530.4K | 0.00% | +1,260+4.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 28,470 | $512.0K | 0.02% | +570+2.0% | Added |
| Equitable Holdings, Inc. | 27,144 | $488.6K | 0.01% | +218+0.8% | Added |
| The PNC Financial Services Group, Inc. | 26,216 | $471.9K | 0.00% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 25,394 | $457.1K | 0.11% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 24,544 | $441.8K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 23,879 | $429.8K | 0.00% | +464+2.0% | Added |
| Sage Capital Advisors,llc | 23,000 | $414.0K | 0.18% | −122−0.5% | Reduced |
| Stephens Inc | 21,478 | $386.6K | 0.01% | +1,817+9.2% | Added |
| Atlantic Union Bankshares Corp | 20,957 | $377.2K | 0.04% | −1,015−4.6% | Reduced |
| Wedbush Securities Inc | 20,844 | $375.0K | 0.02% | −1,385−6.2% | Reduced |
| AE Wealth Management LLC | 19,754 | $355.6K | 0.00% | +1,009+5.4% | Added |
| Shaker Financial Services, LLC | 19,000 | $342.0K | 0.16% | +19,000 | New |
| All Season Financial Advisors, Inc. | 18,664 | $335.9K | 0.30% | +18,664 | New |
| Walleye Capital LLC | 18,148 | $326.7K | 0.01% | +7,836+76.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 17,788 | $320.0K | 0.02% | +17,788 | New |
| Envestnet Asset Management Inc | 17,357 | $312.4K | 0.00% | −358−2.0% | Reduced |
| Rockefeller Capital Management L.P. | 17,319 | $311.0K | 0.00% | −599−3.3% | Reduced |
| Independent Financial Group, LLC | 16,294 | $293.3K | 0.03% | +783+5.0% | Added |
| IFP Advisors, Inc | 13,544 | $289.0K | 0.01% | +200+1.5% | Added |
| First Republic Investment Management, Inc. | 15,487 | $278.8K | 0.00% | −4,197−21.3% | Reduced |
| Stifel Financial Corp | 15,290 | $275.2K | 0.00% | +1,667+12.2% | Added |
| StoneX Group Inc. | 15,222 | $274.0K | 0.03% | −516−3.3% | Reduced |
| Laurel Wealth Advisors, Inc. | 14,899 | $268.0K | 0.03% | +685+4.8% | Added |
| Capital Investment Advisory Services, LLC | 14,250 | $256.5K | 0.03% | +76+0.5% | Added |
| Bank of Montreal | 10,154 | $212.0K | 0.00% | −415−3.9% | Reduced |
| Truist Financial Corp | 11,241 | $202.3K | 0.00% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 11,128 | $200.3K | 0.04% | +234+2.1% | Added |
| City of London Investment Management Co Ltd | 10,600 | $191.0K | 0.02% | +10,600 | New |
| Coastline Trust Co | 10,460 | $188.3K | 0.03% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 10,146 | $182.6K | 0.00% | −257−2.5% | Reduced |
| Apollon Wealth Management, LLC | 10,144 | $182.6K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 7,310 | $131.6K | 0.01% | +7,310 | New |
| Clough Capital Partners L P | 6,300 | $113.4K | 0.01% | +6,300 | New |
| SOA Wealth Advisors, LLC. | 5,837 | $105.1K | 0.03% | −684−10.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,415 | $97.5K | 0.00% | −772−12.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,397 | $79.1K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 3,900 | $70.2K | 0.02% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 3,039 | $54.7K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,674 | $48.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,635 | $47.4K | 0.00% | +1,086+70.1% | Added |
| Truvestments Capital LLC | 2,496 | $44.9K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,199 | $40.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,199 | $39.6K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,805 | $32.5K | 0.00% | +1,805 | New |
| First Manhattan Co | 1,448 | $26.1K | 0.00% | +28+2.0% | Added |
| Tradition Wealth Management, LLC | 1,357 | $24.0K | 0.00% | −357−20.8% | Reduced |
| Parallel Advisors, LLC | 1,242 | $22.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,229 | $22.1K | 0.02% | +25+2.1% | Added |
| Cary Street Partner Investment Advisory LLC | 934 | $16.8K | 0.00% | +934 | New |
| FNY Investment Advisers, LLC | 900 | $16.0K | 0.02% | +900 | New |
| Piershale Financial Group, Inc. | 880 | $15.8K | 0.01% | +880 | New |
| Key Financial Inc | 831 | $14.4K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 635 | $11.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 587 | $10.6K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 550 | $9.90K | 0.01% | +11+2.0% | Added |
| Tompkins Financial Corp | 465 | $8.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 350 | $6.30K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 300 | $5.40K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 288 | $5.18K | 0.00% | +3+1.1% | Added |