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 |
|---|---|---|---|---|---|
| Householder Group Estate & Retirement Specialist, LLC | 13 | $0 | 0.00% | +13 | New |
| JFS Wealth Advisors, LLC | 3 | $53 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 35 | $618 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 63 | $1.10K | 0.00% | −6−8.7% | Reduced |
| FMR LLC | 164 | $2.90K | 0.00% | +162+8,100.0% | Added |
| Allworth Financial LP | 174 | $3.08K | 0.00% | −2−1.1% | Reduced |
| Ronald Blue Trust, Inc. | 237 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 228 | $4.03K | 0.00% | +5+2.2% | Added |
| Harbour Investments, Inc. | 272 | $4.79K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 288 | $5.02K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 300 | $5.29K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 350 | $6.18K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 465 | $8.21K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 535 | $9.44K | 0.00% | −100−15.7% | Reduced |
| Sittner & Nelson, LLC | 563 | $9.94K | 0.01% | +13+2.4% | Added |
| Accel Wealth Management | 602 | $10.6K | 0.00% | +15+2.6% | Added |
| Key Financial Inc | 869 | $15.3K | 0.01% | +38+4.6% | Added |
| Piershale Financial Group, Inc. | 902 | $15.9K | 0.01% | +22+2.5% | Added |
| Cary Street Partner Investment Advisory LLC | 934 | $16.5K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 1,000 | $18.0K | 0.01% | +1,000 | New |
| Rise Advisors, LLC | 1,259 | $22.2K | 0.02% | +30+2.4% | Added |
| Parallel Advisors, LLC | 1,265 | $22.3K | 0.00% | +23+1.9% | Added |
| US Bancorp | 1,275 | $22.5K | 0.00% | +1,268+18,114.3% | Added |
| Tradition Wealth Management, LLC | 1,357 | $24.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 1,484 | $26.2K | 0.00% | +36+2.5% | Added |
| Ahrens Investment Partners LLC | 1,900 | $33.5K | 0.02% | +1,900 | New |
| Bartlett & Co. Wealth Management LLC | 2,024 | $35.7K | 0.00% | −175−8.0% | Reduced |
| Bartlett & Co. LLC | 2,024 | $36.0K | 0.00% | −175−8.0% | Reduced |
| Truvestments Capital LLC | 2,496 | $44.0K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,674 | $47.2K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,805 | $49.5K | 0.01% | +2,805 | New |
| Northwest Investment Counselors, LLC | 3,039 | $53.6K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,497 | $61.7K | 0.00% | +3,496+349,600.0% | Added |
| Northwestern Mutual Wealth Management Co | 3,772 | $66.6K | 0.00% | +1,137+43.1% | Added |
| IMA Wealth, Inc. | 3,900 | $68.8K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 4,368 | $76.1K | 0.01% | +4,368 | New |
| Cullen/Frost Bankers, Inc. | 4,397 | $77.6K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5,837 | $103.0K | 0.03% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 6,344 | $112.0K | 0.01% | +6,344 | New |
| Apollon Wealth Management, LLC | 10,144 | $179.0K | 0.01% | 00.0% | Unchanged |
| Coastline Trust Co | 10,460 | $184.6K | 0.03% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 10,546 | $186.1K | 0.03% | −582−5.2% | Reduced |
| Level Four Advisory Services, LLC | 10,625 | $187.5K | 0.01% | +10,625 | New |
| D.A. Davidson & Co. | 10,940 | $193.1K | 0.00% | +794+7.8% | Added |
| Horst & Graben Wealth Management LLC | 11,107 | $196.0K | 0.05% | +11,107 | New |
| City of London Investment Management Co Ltd | 11,200 | $197.6K | 0.02% | +600+5.7% | Added |
| Truist Financial Corp | 11,220 | $198.0K | 0.00% | −21−0.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 13,084 | $230.9K | 0.00% | +7,669+141.6% | Added |
| Bank of Montreal | 12,340 | $247.9K | 0.00% | +2,186+21.5% | Added |
| Stifel Financial Corp | 14,204 | $250.7K | 0.00% | −1,086−7.1% | Reduced |
| Integrated Wealth Concepts LLC | 14,378 | $254.0K | 0.01% | +14,378 | New |
| Capital Investment Advisory Services, LLC | 14,769 | $260.7K | 0.03% | +519+3.6% | Added |
| First Republic Investment Management, Inc. | 15,866 | $280.0K | 0.00% | +379+2.4% | Added |
| IFP Advisors, Inc | 13,344 | $285.2K | 0.01% | −200−1.5% | Reduced |
| Quantedge Capital Pte Ltd | 16,600 | $293.0K | 0.11% | +16,600 | New |
| Rockefeller Capital Management L.P. | 17,332 | $305.0K | 0.00% | +13+0.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 17,431 | $308.0K | 0.02% | −357−2.0% | Reduced |
| Independent Financial Group, LLC | 17,693 | $312.3K | 0.02% | +1,399+8.6% | Added |
| Guggenheim Capital LLC | 18,133 | $320.0K | 0.00% | +18,133 | New |
| StoneX Group Inc. | 18,188 | $321.0K | 0.04% | +2,966+19.5% | Added |
| Atomi Financial Group, Inc. | 18,743 | $330.8K | 0.18% | +18,743 | New |
| Shaker Financial Services, LLC | 19,000 | $335.4K | 0.15% | 00.0% | Unchanged |
| All Season Financial Advisors, Inc. | 19,096 | $337.1K | 0.31% | +432+2.3% | Added |
| Atlantic Union Bankshares Corp | 19,980 | $352.6K | 0.04% | −977−4.7% | Reduced |
| Samalin Investment Counsel, LLC | 20,408 | $360.2K | 0.22% | +20,408 | New |
| Wedbush Securities Inc | 21,366 | $377.0K | 0.02% | +522+2.5% | Added |
| Claro Advisors LLC | 21,968 | $387.7K | 0.11% | +21,968 | New |
| Stephens Inc | 23,216 | $409.8K | 0.01% | +1,738+8.1% | Added |
| JPMorgan Chase & Co | 24,254 | $428.0K | 0.00% | −14,588−37.6% | Reduced |
| Foundations Investment Advisors, LLC | 24,516 | $432.7K | 0.02% | −28−0.1% | Reduced |
| Sage Capital Advisors,llc | 24,911 | $439.7K | 0.17% | +1,911+8.3% | Added |
| Stockman Wealth Management, Inc. | 25,394 | $448.2K | 0.10% | 00.0% | Unchanged |
| AE Wealth Management LLC | 25,741 | $454.3K | 0.00% | +5,987+30.3% | Added |
| Kestra Advisory Services, LLC | 26,162 | $461.8K | 0.01% | +2,283+9.6% | Added |
| The PNC Financial Services Group, Inc. | 26,314 | $464.4K | 0.00% | +98+0.4% | Added |
| Equitable Holdings, Inc. | 27,115 | $478.6K | 0.01% | −29−0.1% | Reduced |
| Private Advisor Group, LLC | 28,489 | $502.8K | 0.00% | +1,724+6.4% | Added |
| GWM Advisors LLC | 31,327 | $544.0K | 0.01% | +125+0.4% | Added |
| Elequin Capital LP | 31,205 | $550.8K | 0.39% | −12,471−28.6% | Reduced |
| Walleye Capital LLC | 31,328 | $552.9K | 0.01% | +13,180+72.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 31,753 | $560.0K | 0.02% | +3,283+11.5% | Added |
| HighTower Advisors, LLC | 31,800 | $561.0K | 0.00% | +735+2.4% | Added |
| Qube Research & Technologies Ltd | 37,717 | $665.7K | 0.00% | +2,500+7.1% | Added |
| Envestnet Asset Management Inc | 37,925 | $669.4K | 0.00% | +20,568+118.5% | Added |
| Nations Financial Group Inc, | 38,313 | $676.2K | 0.07% | +2,209+6.1% | Added |
| Cetera Advisor Networks LLC | 46,267 | $816.6K | 0.01% | +16,799+57.0% | Added |
| Atria Wealth Solutions, Inc. | 46,518 | $821.0K | 0.01% | +640+1.4% | Added |
| Invesco Ltd. | 49,207 | $868.5K | 0.00% | +19,037+63.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 51,143 | $902.7K | 0.04% | −6,609−11.4% | Reduced |
| Logan Stone Capital, LLC | 56,576 | $998.6K | 0.40% | −42,681−43.0% | Reduced |
| Commonwealth Equity Services, LLC | 63,155 | $1.11M | 0.00% | +533+0.9% | Added |
| Cyndeo Wealth Partners, LLC | 63,993 | $1.13M | 0.12% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 65,648 | $1.16M | 0.16% | +13,267+25.3% | Added |
| Eudaimonia Partners, LLC | 66,215 | $1.17M | 0.28% | +2,690+4.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 72,709 | $1.28M | 0.01% | +474+0.7% | Added |
| Oppenheimer & Co Inc | 76,611 | $1.35M | 0.03% | +910+1.2% | Added |
| NWF Advisory Services Inc. | 83,369 | $1.42M | 0.33% | +83,369 | New |
| Cetera Investment Advisers | 82,785 | $1.46M | 0.01% | +14,120+20.6% | Added |
| National Asset Management, Inc. | 88,276 | $1.56M | 0.04% | +708+0.8% | Added |
| CNH Partners LLC | 99,763 | $1.76M | 0.05% | +45,496+83.8% | Added |