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 2023
Institutional positions in abrdn Healthcare Investors as of Mar 31, 2023. 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
- 118
- +7 vs. Q4 2022
- Shares held
- 8.68M
- +159.5K (+1.9%) vs. Q4 2022
- Total value
- $153.2M
- +$215.4K (+0.1%) vs. Q4 2022
- New holders
- 15
- 57 more added
- Sold out
- 8
- 23 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding abrdn Healthcare Investors; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 3,171,739 | $56.0M | 0.01% | +52,939+1.7% | Added |
| Royal Bank of Canada | 530,909 | $9.37M | 0.00% | −20,001−3.6% | Reduced |
| LPL Financial LLC | 299,280 | $5.28M | 0.00% | +8,639+3.0% | Added |
| Wolverine Asset Management LLC | 282,734 | $4.99M | 0.09% | +13,120+4.9% | Added |
| Wells Fargo & Company | 253,065 | $4.47M | 0.00% | −50,767−16.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 238,276 | $4.21M | 0.01% | +228+0.1% | Added |
| Needham Investment Management LLC | 216,331 | $3.82M | 0.66% | 00.0% | Unchanged |
| UBS Group AG | 200,076 | $3.53M | 0.00% | −6,556−3.2% | Reduced |
| Bank of America Corp | 187,169 | $3.30M | 0.00% | +28,009+17.6% | Added |
| Janney Montgomery Scott LLC | 159,246 | $2.81M | 0.01% | +4,835+3.1% | Added |
| Matrix Private Capital Group LLC | 156,513 | $2.76M | 1.91% | −1,387−0.9% | Reduced |
| Advisor Group Holdings, Inc. | 148,994 | $2.63M | 0.00% | +7,729+5.5% | Added |
| Raymond James & Associates | 145,460 | $2.57M | 0.00% | +1,759+1.2% | Added |
| Cohen & Steers, Inc. | 144,528 | $2.55M | 0.01% | 00.0% | Unchanged |
| First Trust Advisors LP | 139,117 | $2.46M | 0.00% | −42,698−23.5% | Reduced |
| Advisors Asset Management, Inc. | 134,771 | $2.38M | 0.05% | +69,632+106.9% | Added |
| Ameriprise Financial Inc | 119,148 | $2.10M | 0.00% | +6,022+5.3% | Added |
| Cornerstone Advisors, LLC | 116,300 | $2.05M | 0.10% | −154,500−57.1% | Reduced |
| CNH Partners LLC | 99,763 | $1.76M | 0.05% | +45,496+83.8% | Added |
| National Asset Management, Inc. | 88,276 | $1.56M | 0.04% | +708+0.8% | Added |
| Cetera Investment Advisers | 82,785 | $1.46M | 0.01% | +14,120+20.6% | Added |
| NWF Advisory Services Inc. | 83,369 | $1.42M | 0.33% | +83,369 | New |
| Oppenheimer & Co Inc | 76,611 | $1.35M | 0.03% | +910+1.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 72,709 | $1.28M | 0.01% | +474+0.7% | Added |
| Eudaimonia Partners, LLC | 66,215 | $1.17M | 0.28% | +2,690+4.2% | Added |
| Landscape Capital Management, L.L.C. | 65,648 | $1.16M | 0.16% | +13,267+25.3% | Added |
| Cyndeo Wealth Partners, LLC | 63,993 | $1.13M | 0.12% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 63,155 | $1.11M | 0.00% | +533+0.9% | Added |
| Logan Stone Capital, LLC | 56,576 | $998.6K | 0.40% | −42,681−43.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 51,143 | $902.7K | 0.04% | −6,609−11.4% | Reduced |
| Invesco Ltd. | 49,207 | $868.5K | 0.00% | +19,037+63.1% | Added |
| Atria Wealth Solutions, Inc. | 46,518 | $821.0K | 0.01% | +640+1.4% | Added |
| Cetera Advisor Networks LLC | 46,267 | $816.6K | 0.01% | +16,799+57.0% | Added |
| Nations Financial Group Inc, | 38,313 | $676.2K | 0.07% | +2,209+6.1% | Added |
| Envestnet Asset Management Inc | 37,925 | $669.4K | 0.00% | +20,568+118.5% | Added |
| Qube Research & Technologies Ltd | 37,717 | $665.7K | 0.00% | +2,500+7.1% | Added |
| HighTower Advisors, LLC | 31,800 | $561.0K | 0.00% | +735+2.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 31,753 | $560.0K | 0.02% | +3,283+11.5% | Added |
| Walleye Capital LLC | 31,328 | $552.9K | 0.01% | +13,180+72.6% | Added |
| Elequin Capital LP | 31,205 | $550.8K | 0.39% | −12,471−28.6% | Reduced |
| GWM Advisors LLC | 31,327 | $544.0K | 0.01% | +125+0.4% | Added |
| Private Advisor Group, LLC | 28,489 | $502.8K | 0.00% | +1,724+6.4% | Added |
| Equitable Holdings, Inc. | 27,115 | $478.6K | 0.01% | −29−0.1% | Reduced |
| The PNC Financial Services Group, Inc. | 26,314 | $464.4K | 0.00% | +98+0.4% | Added |
| Kestra Advisory Services, LLC | 26,162 | $461.8K | 0.01% | +2,283+9.6% | Added |
| AE Wealth Management LLC | 25,741 | $454.3K | 0.00% | +5,987+30.3% | Added |
| Stockman Wealth Management, Inc. | 25,394 | $448.2K | 0.10% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 24,911 | $439.7K | 0.17% | +1,911+8.3% | Added |
| Foundations Investment Advisors, LLC | 24,516 | $432.7K | 0.02% | −28−0.1% | Reduced |
| JPMorgan Chase & Co | 24,254 | $428.0K | 0.00% | −14,588−37.6% | Reduced |
| Stephens Inc | 23,216 | $409.8K | 0.01% | +1,738+8.1% | Added |
| Claro Advisors LLC | 21,968 | $387.7K | 0.11% | +21,968 | New |
| Wedbush Securities Inc | 21,366 | $377.0K | 0.02% | +522+2.5% | Added |
| Samalin Investment Counsel, LLC | 20,408 | $360.2K | 0.22% | +20,408 | New |
| Atlantic Union Bankshares Corp | 19,980 | $352.6K | 0.04% | −977−4.7% | Reduced |
| All Season Financial Advisors, Inc. | 19,096 | $337.1K | 0.31% | +432+2.3% | Added |
| Shaker Financial Services, LLC | 19,000 | $335.4K | 0.15% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 18,743 | $330.8K | 0.18% | +18,743 | New |
| StoneX Group Inc. | 18,188 | $321.0K | 0.04% | +2,966+19.5% | Added |
| Guggenheim Capital LLC | 18,133 | $320.0K | 0.00% | +18,133 | New |
| Independent Financial Group, LLC | 17,693 | $312.3K | 0.02% | +1,399+8.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 17,431 | $308.0K | 0.02% | −357−2.0% | Reduced |
| Rockefeller Capital Management L.P. | 17,332 | $305.0K | 0.00% | +13+0.1% | Added |
| Quantedge Capital Pte Ltd | 16,600 | $293.0K | 0.11% | +16,600 | New |
| IFP Advisors, Inc | 13,344 | $285.2K | 0.01% | −200−1.5% | Reduced |
| First Republic Investment Management, Inc. | 15,866 | $280.0K | 0.00% | +379+2.4% | Added |
| Capital Investment Advisory Services, LLC | 14,769 | $260.7K | 0.03% | +519+3.6% | Added |
| Integrated Wealth Concepts LLC | 14,378 | $254.0K | 0.01% | +14,378 | New |
| Stifel Financial Corp | 14,204 | $250.7K | 0.00% | −1,086−7.1% | Reduced |
| Bank of Montreal | 12,340 | $247.9K | 0.00% | +2,186+21.5% | Added |
| Steward Partners Investment Advisory, LLC | 13,084 | $230.9K | 0.00% | +7,669+141.6% | Added |
| Truist Financial Corp | 11,220 | $198.0K | 0.00% | −21−0.2% | Reduced |
| City of London Investment Management Co Ltd | 11,200 | $197.6K | 0.02% | +600+5.7% | Added |
| Horst & Graben Wealth Management LLC | 11,107 | $196.0K | 0.05% | +11,107 | New |
| D.A. Davidson & Co. | 10,940 | $193.1K | 0.00% | +794+7.8% | Added |
| Level Four Advisory Services, LLC | 10,625 | $187.5K | 0.01% | +10,625 | New |
| Moloney Securities Asset Management, LLC | 10,546 | $186.1K | 0.03% | −582−5.2% | Reduced |
| Coastline Trust Co | 10,460 | $184.6K | 0.03% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 10,144 | $179.0K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 6,344 | $112.0K | 0.01% | +6,344 | New |
| SOA Wealth Advisors, LLC. | 5,837 | $103.0K | 0.03% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 4,397 | $77.6K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 4,368 | $76.1K | 0.01% | +4,368 | New |
| IMA Wealth, Inc. | 3,900 | $68.8K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,772 | $66.6K | 0.00% | +1,137+43.1% | Added |
| Advisory Services Network, LLC | 3,497 | $61.7K | 0.00% | +3,496+349,600.0% | Added |
| Northwest Investment Counselors, LLC | 3,039 | $53.6K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,805 | $49.5K | 0.01% | +2,805 | New |
| North Star Investment Management Corp. | 2,674 | $47.2K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,496 | $44.0K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,024 | $36.0K | 0.00% | −175−8.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,024 | $35.7K | 0.00% | −175−8.0% | Reduced |
| Ahrens Investment Partners LLC | 1,900 | $33.5K | 0.02% | +1,900 | New |
| First Manhattan Co | 1,484 | $26.2K | 0.00% | +36+2.5% | Added |
| Tradition Wealth Management, LLC | 1,357 | $24.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,275 | $22.5K | 0.00% | +1,268+18,114.3% | Added |
| Parallel Advisors, LLC | 1,265 | $22.3K | 0.00% | +23+1.9% | Added |
| Rise Advisors, LLC | 1,259 | $22.2K | 0.02% | +30+2.4% | Added |
| Founders Capital Management | 1,000 | $18.0K | 0.01% | +1,000 | New |
| Cary Street Partner Investment Advisory LLC | 934 | $16.5K | 0.00% | 00.0% | Unchanged |