Skip to main content

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.

Institutional holdersQ4 2022: 114 institutions
Q1 2021: 114 institutionsQ2 2021: 113 institutionsQ3 2021: 102 institutionsQ4 2021: 104 institutionsQ1 2022: 99 institutionsQ2 2022: 104 institutionsQ3 2022: 105 institutionsQ4 2022: 114 institutionsQ1 2023: 118 institutionsQ2 2023: 116 institutionsQ3 2023: 115 institutionsQ4 2023: 123 institutionsQ1 2024: 120 institutionsQ2 2024: 113 institutionsQ3 2024: 121 institutionsQ4 2024: 119 institutionsQ1 2025: 106 institutionsQ2 2025: 114 institutionsQ3 2025: 120 institutionsQ4 2025: 123 institutionsQ1 2026: 128 institutionsQ2 2026: 125 institutions
Value heldQ4 2022: $153.9M
Q1 2021: $236.0MQ2 2021: $226.9MQ3 2021: $220.5MQ4 2021: $196.1MQ1 2022: $167.5MQ2 2022: $149.2MQ3 2022: $141.9MQ4 2022: $153.9MQ1 2023: $153.2MQ2 2023: $158.9MQ3 2023: $160.3MQ4 2023: $208.1MQ1 2024: $216.8MQ2 2024: $222.3MQ3 2024: $243.8MQ4 2024: $196.7MQ1 2025: $192.1MQ2 2025: $180.4MQ3 2025: $222.6MQ4 2025: $247.6MQ1 2026: $231.8MQ2 2026: $293.0M
Institutions holding HQH and their total value by quarter
QuarterHoldersValue
Q2 2026125$293.0M
Q1 2026128$231.8M
Q4 2025123$247.6M
Q3 2025120$222.6M
Q2 2025114$180.4M
Q1 2025106$192.1M
Q4 2024119$196.7M
Q3 2024121$243.8M
Q2 2024113$222.3M
Q1 2024120$216.8M
Q4 2023123$208.1M
Q3 2023115$160.3M
Q2 2023116$158.9M
Q1 2023118$153.2M
Q4 2022114$153.9M
Q3 2022105$141.9M
Q2 2022104$149.2M
Q1 202299$167.5M
Q4 2021104$196.1M
Q3 2021102$220.5M
Q2 2021113$226.9M
Q1 2021114$236.0M

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding abrdn Healthcare Investors; share changes are against Q3 2022.

Institutions holding HQH in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Bessemer Group Inc1$00.00%−7,209−100.0%Reduced
Tower Research Capital LLC (TRC)22$00.00%+12+120.0%Added
Advisory Services Network, LLC1$150.00%+1New
FMR LLC2$360.00%−8−80.0%Reduced
JFS Wealth Advisors, LLC3$540.00%00.0%Unchanged
US Bancorp7$1260.00%+7New
NewSquare Capital LLC20$3600.00%+20New
Private Advisor Group, LLC26,765$4820.00%+804+3.1%Added
Geneos Wealth Management Inc.35$6300.00%00.0%Unchanged
Global Retirement Partners, LLC69$1.24K0.00%−14−16.9%Reduced
Allworth Financial LP176$3.17K0.00%−22−11.1%Reduced
Ronald Blue Trust, Inc.237$4.00K0.00%00.0%Unchanged
Versant Capital Management, Inc223$4.01K0.00%+5+2.3%Added
Harbour Investments, Inc.272$4.89K0.00%00.0%Unchanged
Quent Capital, LLC288$5.18K0.00%+3+1.1%Added
Larson Financial Group LLC300$5.40K0.00%00.0%Unchanged
Optimum Investment Advisors350$6.30K0.00%00.0%Unchanged
Tompkins Financial Corp465$8.00K0.00%00.0%Unchanged
Sittner & Nelson, LLC550$9.90K0.01%+11+2.0%Added
Accel Wealth Management587$10.6K0.01%00.0%Unchanged
Spire Wealth Management635$11.0K0.00%00.0%Unchanged
Key Financial Inc831$14.4K0.01%00.0%Unchanged
Piershale Financial Group, Inc.880$15.8K0.01%+880New
FNY Investment Advisers, LLC900$16.0K0.02%+900New
Cary Street Partner Investment Advisory LLC934$16.8K0.00%+934New
Rise Advisors, LLC1,229$22.1K0.02%+25+2.1%Added
Parallel Advisors, LLC1,242$22.4K0.00%00.0%Unchanged
Tradition Wealth Management, LLC1,357$24.0K0.00%−357−20.8%Reduced
First Manhattan Co1,448$26.1K0.00%+28+2.0%Added
CoreCap Advisors, LLC1,805$32.5K0.00%+1,805New
Bartlett & Co. Wealth Management LLC2,199$39.6K0.00%00.0%Unchanged
Bartlett & Co. LLC2,199$40.0K0.00%00.0%Unchanged
Truvestments Capital LLC2,496$44.9K0.03%00.0%Unchanged
Northwestern Mutual Wealth Management Co2,635$47.4K0.00%+1,086+70.1%Added
North Star Investment Management Corp.2,674$48.1K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC3,039$54.7K0.02%00.0%Unchanged
IMA Wealth, Inc.3,900$70.2K0.02%00.0%Unchanged
Cullen/Frost Bankers, Inc.4,397$79.1K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC5,415$97.5K0.00%−772−12.5%Reduced
SOA Wealth Advisors, LLC.5,837$105.1K0.03%−684−10.5%Reduced
Clough Capital Partners L P6,300$113.4K0.01%+6,300New
Money Concepts Capital Corp7,310$131.6K0.01%+7,310New
Apollon Wealth Management, LLC10,144$182.6K0.01%00.0%Unchanged
D.A. Davidson & Co.10,146$182.6K0.00%−257−2.5%Reduced
Coastline Trust Co10,460$188.3K0.03%00.0%Unchanged
City of London Investment Management Co Ltd10,600$191.0K0.02%+10,600New
Moloney Securities Asset Management, LLC11,128$200.3K0.04%+234+2.1%Added
Truist Financial Corp11,241$202.3K0.00%00.0%Unchanged
Bank of Montreal10,154$212.0K0.00%−415−3.9%Reduced
Capital Investment Advisory Services, LLC14,250$256.5K0.03%+76+0.5%Added
Laurel Wealth Advisors, Inc.14,899$268.0K0.03%+685+4.8%Added
StoneX Group Inc.15,222$274.0K0.03%−516−3.3%Reduced
Stifel Financial Corp15,290$275.2K0.00%+1,667+12.2%Added
First Republic Investment Management, Inc.15,487$278.8K0.00%−4,197−21.3%Reduced
IFP Advisors, Inc13,544$289.0K0.01%+200+1.5%Added
Independent Financial Group, LLC16,294$293.3K0.03%+783+5.0%Added
Rockefeller Capital Management L.P.17,319$311.0K0.00%−599−3.3%Reduced
Envestnet Asset Management Inc17,357$312.4K0.00%−358−2.0%Reduced
Hennion & Walsh Asset Management, Inc.17,788$320.0K0.02%+17,788New
Walleye Capital LLC18,148$326.7K0.01%+7,836+76.0%Added
All Season Financial Advisors, Inc.18,664$335.9K0.30%+18,664New
Shaker Financial Services, LLC19,000$342.0K0.16%+19,000New
AE Wealth Management LLC19,754$355.6K0.00%+1,009+5.4%Added
Wedbush Securities Inc20,844$375.0K0.02%−1,385−6.2%Reduced
Atlantic Union Bankshares Corp20,957$377.2K0.04%−1,015−4.6%Reduced
Stephens Inc21,478$386.6K0.01%+1,817+9.2%Added
Sage Capital Advisors,llc23,000$414.0K0.18%−122−0.5%Reduced
Kestra Advisory Services, LLC23,879$429.8K0.00%+464+2.0%Added
Foundations Investment Advisors, LLC24,544$441.8K0.02%00.0%Unchanged
Stockman Wealth Management, Inc.25,394$457.1K0.11%00.0%Unchanged
The PNC Financial Services Group, Inc.26,216$471.9K0.00%00.0%Unchanged
Equitable Holdings, Inc.27,144$488.6K0.01%+218+0.8%Added
Benjamin F. Edwards & Company, Inc.28,470$512.0K0.02%+570+2.0%Added
Cetera Advisor Networks LLC29,468$530.4K0.00%+1,260+4.5%Added
GWM Advisors LLC31,202$534.4K0.01%−80−0.3%Reduced
Invesco Ltd.30,170$543.1K0.00%+9,280+44.4%Added
HighTower Advisors, LLC31,065$558.0K0.00%−2,579−7.7%Reduced
Qube Research & Technologies Ltd35,217$633.9K0.00%+2,700+8.3%Added
Nations Financial Group Inc,36,104$649.9K0.07%−102−0.3%Reduced
Claraphi Advisory Network, LLC37,878$681.8K0.27%−12,191−24.3%Reduced
JPMorgan Chase & Co38,842$699.0K0.00%+38,235+6,299.0%Added
Millennium Management LLC42,166$759.0K0.00%−6,187−12.8%Reduced
Elequin Capital LP43,676$786.2K0.22%+43,676New
Atria Wealth Solutions, Inc.45,878$825.8K0.01%−2,335−4.8%Reduced
Weiss Asset Management LP47,191$849.4K0.04%+47,191New
Landscape Capital Management, L.L.C.52,381$942.9K0.14%+15,217+40.9%Added
CNH Partners LLC54,267$976.8K0.03%+54,267New
U.S. Capital Wealth Advisors, LLC57,752$1.04M0.05%−3,973−6.4%Reduced
Commonwealth Equity Services, LLC62,622$1.13M0.00%−19,635−23.9%Reduced
Eudaimonia Partners, LLC63,525$1.14M0.28%+910+1.5%Added
Cyndeo Wealth Partners, LLC63,993$1.15M0.14%+63,993New
Advisors Asset Management, Inc.65,139$1.17M0.02%+35,542+120.1%Added
Cetera Investment Advisers68,665$1.24M0.01%+23,023+50.4%Added
Cambridge Investment Research Advisors, Inc.72,235$1.30M0.01%+6,775+10.3%Added
Oppenheimer & Co Inc75,701$1.36M0.03%−670−0.9%Reduced
National Asset Management, Inc.87,568$1.58M0.04%−16,245−15.6%Reduced
Logan Stone Capital, LLC99,257$1.79M0.67%+99,257New
Ameriprise Financial Inc113,126$2.10M0.00%+1,346+1.2%Added
Advisor Group Holdings, Inc.141,265$2.54M0.01%+539+0.4%Added
Raymond James & Associates143,701$2.59M0.00%+8,173+6.0%Added