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Livermore
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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, Q2 2023

Institutional positions in abrdn Healthcare Investors as of Jun 30, 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
116
0 vs. Q1 2023
Shares held
9.32M
+641.4K (+7.4%) vs. Q1 2023
Total value
$158.9M
+$5.77M (+3.8%) vs. Q1 2023
New holders
10
45 more added
Sold out
10
31 more reduced

2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 116 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 heldQ2 2023: $158.9M
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, Q2 2023

Shares, value and share of portfolio for each institution holding abrdn Healthcare Investors; share changes are against Q1 2023.

Institutions holding HQH in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC1$170.00%−163−99.4%Reduced
JFS Wealth Advisors, LLC3$520.00%00.0%Unchanged
St Germain D J Co Inc8$1360.00%+8New
Geneos Wealth Management Inc.35$5970.00%00.0%Unchanged
Global Retirement Partners, LLC64$1.09K0.00%+1+1.6%Added
Allworth Financial LP174$2.97K0.00%00.0%Unchanged
Versant Capital Management, Inc233$3.98K0.00%+5+2.2%Added
Harbour Investments, Inc.272$4.63K0.00%00.0%Unchanged
Larson Financial Group LLC300$5.12K0.00%00.0%Unchanged
Quent Capital, LLC300$5.12K0.00%+12+4.2%Added
Optimum Investment Advisors350$5.97K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.387$7.00K0.00%+150+63.3%Added
Tompkins Financial Corp465$7.93K0.00%00.0%Unchanged
Spire Wealth Management535$9.12K0.00%00.0%Unchanged
Sittner & Nelson, LLC575$9.80K0.01%+12+2.1%Added
Impact Partnership Wealth, LLC724$12.3K0.00%+724New
CWM, LLC799$14.0K0.00%+799New
Key Financial Inc888$15.1K0.01%+19+2.2%Added
Piershale Financial Group, Inc.922$15.7K0.01%+20+2.2%Added
Cary Street Partner Investment Advisory LLC934$15.9K0.00%00.0%Unchanged
Founders Capital Management1,000$17.1K0.01%00.0%Unchanged
US Bancorp1,275$21.7K0.00%00.0%Unchanged
Parallel Advisors, LLC1,287$21.9K0.00%+22+1.7%Added
Tradition Wealth Management, LLC1,357$23.0K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC2,024$34.5K0.00%00.0%Unchanged
Bartlett & Co. LLC2,024$35.0K0.00%00.0%Unchanged
Truvestments Capital LLC2,496$42.6K0.02%00.0%Unchanged
North Star Investment Management Corp.2,674$45.6K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC3,039$51.8K0.01%00.0%Unchanged
Northwestern Mutual Wealth Management Co3,081$52.5K0.00%−691−18.3%Reduced
IMA Wealth, Inc.3,900$66.5K0.02%00.0%Unchanged
JPMorgan Chase & Co4,122$70.3K0.00%−20,132−83.0%Reduced
Sunbelt Securities, Inc.4,368$74.5K0.01%00.0%Unchanged
Cullen/Frost Bankers, Inc.4,397$75.0K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.5,837$99.5K0.02%00.0%Unchanged
Blue Bell Private Wealth Management, LLC5,900$100.6K0.03%+5,900New
Apollon Wealth Management, LLC10,144$173.0K0.01%00.0%Unchanged
Susquehanna International Group, LLP10,494$178.9K0.00%+10,494New
D.A. Davidson & Co.10,940$186.5K0.00%00.0%Unchanged
Truist Financial Corp11,220$191.3K0.00%00.0%Unchanged
Level Four Advisory Services, LLC11,258$191.9K0.01%+633+6.0%Added
Horst & Graben Wealth Management LLC11,362$194.0K0.05%+255+2.3%Added
Rockefeller Capital Management L.P.12,954$220.9K0.00%−4,378−25.3%Reduced
Steward Partners Investment Advisory, LLC13,382$228.2K0.00%+298+2.3%Added
Stifel Financial Corp14,041$239.4K0.00%−163−1.1%Reduced
Integrated Wealth Concepts LLC14,548$248.0K0.00%+170+1.2%Added
Capital Investment Advisory Services, LLC14,842$253.1K0.03%+73+0.5%Added
First Republic Investment Management, Inc.15,765$268.8K0.00%−101−0.6%Reduced
Independent Financial Group, LLC16,022$273.2K0.02%−1,671−9.4%Reduced
Prevail Innovative Wealth Advisors, LLC16,241$276.9K0.15%+16,241New
IFP Advisors, Inc13,344$285.2K0.01%00.0%Unchanged
Equitable Holdings, Inc.16,889$288.0K0.00%−10,226−37.7%Reduced
Shaker Financial Services, LLC16,941$288.9K0.13%−2,059−10.8%Reduced
Hennion & Walsh Asset Management, Inc.16,978$289.0K0.02%−453−2.6%Reduced
Atomi Financial Group, Inc.18,102$308.6K0.14%−641−3.4%Reduced
StoneX Group Inc.18,507$315.5K0.03%+319+1.8%Added
Atlantic Union Bankshares Corp18,669$318.3K0.03%−1,311−6.6%Reduced
All Season Financial Advisors, Inc.19,099$325.6K0.29%+30.0%Added
City of London Investment Management Co Ltd19,500$332.3K0.03%+8,300+74.1%Added
Guggenheim Capital LLC20,437$348.5K0.00%+2,304+12.7%Added
Envestnet Asset Management Inc22,111$377.0K0.00%−15,814−41.7%Reduced
Walleye Capital LLC22,178$378.1K0.01%−9,150−29.2%Reduced
Claro Advisors LLC22,600$385.3K0.10%+632+2.9%Added
Wedbush Securities Inc24,428$416.0K0.02%+3,062+14.3%Added
Foundations Investment Advisors, LLC24,516$418.0K0.01%00.0%Unchanged
Sage Capital Advisors,llc25,257$430.6K0.15%+346+1.4%Added
Stockman Wealth Management, Inc.25,394$433.0K0.09%00.0%Unchanged
HighTower Advisors, LLC25,854$440.0K0.00%−5,946−18.7%Reduced
Stephens Inc26,204$446.8K0.01%+2,988+12.9%Added
Private Advisor Group, LLC27,256$464.7K0.00%−1,233−4.3%Reduced
Kestra Advisory Services, LLC27,863$475.1K0.00%+1,701+6.5%Added
Samalin Investment Counsel, LLC28,410$484.4K0.26%+8,002+39.2%Added
AE Wealth Management LLC29,442$502.0K0.00%+3,701+14.4%Added
Boothbay Fund Management, LLC30,618$522.0K0.02%+30,618New
The PNC Financial Services Group, Inc.30,989$528.4K0.00%+4,675+17.8%Added
Cetera Advisor Networks LLC31,262$533.0K0.00%−15,005−32.4%Reduced
U.S. Capital Wealth Advisors, LLC32,360$551.7K0.03%−18,783−36.7%Reduced
Benjamin F. Edwards & Company, Inc.32,603$556.0K0.02%+850+2.7%Added
GWM Advisors LLC33,551$572.0K0.01%+2,224+7.1%Added
Qube Research & Technologies Ltd37,717$643.1K0.00%00.0%Unchanged
Nations Financial Group Inc,38,313$653.2K0.06%00.0%Unchanged
Invesco Ltd.38,740$660.5K0.00%−10,467−21.3%Reduced
Atria Wealth Solutions, Inc.40,910$697.5K0.01%−5,608−12.1%Reduced
Landscape Capital Management, L.L.C.53,097$905.3K0.12%−12,551−19.1%Reduced
Commonwealth Equity Services, LLC53,344$910.0K0.00%−9,811−15.5%Reduced
Eudaimonia Partners, LLC58,692$1.00M0.23%−7,523−11.4%Reduced
Cyndeo Wealth Partners, LLC63,965$1.09M0.11%−280.0%Reduced
Cambridge Investment Research Advisors, Inc.75,424$1.29M0.01%+2,715+3.7%Added
Oppenheimer & Co Inc80,746$1.38M0.03%+4,135+5.4%Added
Quantedge Capital Pte Ltd81,600$1.39M0.62%+65,000+391.6%Added
NWF Advisory Services Inc.83,369$1.42M0.33%00.0%Unchanged
Karpus Management, Inc.85,634$1.46M0.05%+85,634New
Cetera Investment Advisers93,942$1.60M0.01%+11,157+13.5%Added
Logan Stone Capital, LLC104,866$1.79M0.61%+48,290+85.4%Added
National Asset Management, Inc.107,005$1.83M0.04%+18,729+21.2%Added
Matrix Private Capital Group LLC114,156$1.95M1.42%−42,357−27.1%Reduced
Saba Capital Management, L.P.128,235$2.19M0.07%+128,235New
Cohen & Steers, Inc.129,573$2.21M0.00%−14,955−10.3%Reduced
First Trust Advisors LP131,880$2.25M0.00%−7,237−5.2%Reduced
Ameriprise Financial Inc140,272$2.39M0.00%+21,124+17.7%Added