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, Q3 2023
Institutional positions in abrdn Healthcare Investors as of Sep 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
- 115
- 0 vs. Q2 2023
- Shares held
- 10.3M
- +994.7K (+10.7%) vs. Q2 2023
- Total value
- $160.3M
- +$1.44M (+0.9%) vs. Q2 2023
- New holders
- 10
- 47 more added
- Sold out
- 10
- 33 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding abrdn Healthcare Investors; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 3,226,273 | $50.2M | 0.01% | +26,809+0.8% | Added |
| Royal Bank of Canada | 450,457 | $7.00M | 0.00% | −80,645−15.2% | Reduced |
| Cornerstone Advisors, LLC | 439,379 | $6.83M | 0.32% | +154,220+54.1% | Added |
| Rpo LLC | 376,791 | $5.86M | 9.99% | +121,018+47.3% | Added |
| Wolverine Asset Management LLC | 355,201 | $5.52M | 0.10% | +95,038+36.5% | Added |
| CNH Partners LLC | 319,150 | $4.96M | 0.22% | +177,748+125.7% | Added |
| Saba Capital Management, L.P. | 296,637 | $4.61M | 0.15% | +168,402+131.3% | Added |
| Logan Stone Capital, LLC | 275,281 | $4.28M | 1.17% | +170,415+162.5% | Added |
| Advisor Group Holdings, Inc. | 256,548 | $3.99M | 0.01% | +99,280+63.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 239,155 | $3.72M | 0.01% | −7,878−3.2% | Reduced |
| Needham Investment Management LLC | 226,965 | $3.53M | 0.60% | +5,684+2.6% | Added |
| Bank of America Corp | 205,517 | $3.20M | 0.00% | +20,101+10.8% | Added |
| LPL Financial LLC | 203,705 | $3.17M | 0.00% | −53,705−20.9% | Reduced |
| UBS Group AG | 189,978 | $2.95M | 0.00% | −18,159−8.7% | Reduced |
| Raymond James & Associates | 170,957 | $2.66M | 0.00% | +10,033+6.2% | Added |
| Janney Montgomery Scott LLC | 166,238 | $2.58M | 0.01% | −270−0.2% | Reduced |
| Quantedge Capital Pte Ltd | 147,100 | $2.29M | 1.25% | +65,500+80.3% | Added |
| Advisors Asset Management, Inc. | 143,791 | $2.24M | 0.05% | −74−0.1% | Reduced |
| First Trust Advisors LP | 141,004 | $2.19M | 0.00% | +9,124+6.9% | Added |
| Boothbay Fund Management, LLC | 128,236 | $1.99M | 0.07% | +97,618+318.8% | Added |
| Ameriprise Financial Inc | 115,117 | $1.79M | 0.00% | −25,155−17.9% | Reduced |
| Cetera Investment Advisers | 103,954 | $1.62M | 0.01% | +10,012+10.7% | Added |
| Clough Capital Partners L P | 102,668 | $1.60M | 0.17% | +102,668 | New |
| Cohen & Steers, Inc. | 99,573 | $1.55M | 0.00% | −30,000−23.2% | Reduced |
| Commonwealth Equity Services, LLC | 84,064 | $1.31M | 0.00% | +30,720+57.6% | Added |
| NWF Advisory Services Inc. | 83,342 | $1.30M | 0.31% | −270.0% | Reduced |
| Landscape Capital Management, L.L.C. | 82,629 | $1.28M | 0.17% | +29,532+55.6% | Added |
| Oppenheimer & Co Inc | 82,312 | $1.28M | 0.03% | +1,566+1.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 78,972 | $1.23M | 0.01% | +3,548+4.7% | Added |
| Matrix Private Capital Group LLC | 70,800 | $1.10M | 0.82% | −43,356−38.0% | Reduced |
| National Asset Management, Inc. | 70,441 | $1.10M | 0.03% | −36,564−34.2% | Reduced |
| Eudaimonia Partners, LLC | 66,592 | $1.04M | 0.25% | +7,900+13.5% | Added |
| Millennium Management LLC | 66,096 | $1.03M | 0.00% | +66,096 | New |
| Cyndeo Wealth Partners, LLC | 63,894 | $993.6K | 0.10% | −71−0.1% | Reduced |
| Elequin Capital LP | 57,628 | $896.1K | 0.17% | +57,628 | New |
| Quarry LP | 52,532 | $816.9K | 0.53% | +52,532 | New |
| Samalin Investment Counsel, LLC | 43,691 | $679.4K | 0.39% | +15,281+53.8% | Added |
| Invesco Ltd. | 42,601 | $662.4K | 0.00% | +3,861+10.0% | Added |
| Qube Research & Technologies Ltd | 38,685 | $601.6K | 0.00% | +968+2.6% | Added |
| Nations Financial Group Inc, | 35,850 | $557.5K | 0.06% | −2,463−6.4% | Reduced |
| Walleye Capital LLC | 35,591 | $553.4K | 0.01% | +13,413+60.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 35,053 | $545.0K | 0.02% | +2,450+7.5% | Added |
| AE Wealth Management LLC | 33,013 | $513.4K | 0.00% | +3,571+12.1% | Added |
| Kestra Advisory Services, LLC | 31,585 | $491.1K | 0.00% | +3,722+13.4% | Added |
| Wells Fargo & Company | 30,765 | $478.4K | 0.00% | −182,256−85.6% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 30,481 | $474.0K | 0.25% | +14,240+87.7% | Added |
| Stephens Inc | 29,685 | $461.6K | 0.01% | +3,481+13.3% | Added |
| Cetera Advisor Networks LLC | 28,242 | $439.2K | 0.00% | −3,020−9.7% | Reduced |
| Private Advisor Group, LLC | 27,173 | $422.5K | 0.00% | −83−0.3% | Reduced |
| The PNC Financial Services Group, Inc. | 26,892 | $418.2K | 0.00% | −4,097−13.2% | Reduced |
| Sage Capital Advisors,llc | 26,622 | $414.0K | 0.15% | +1,365+5.4% | Added |
| Wedbush Securities Inc | 25,482 | $396.0K | 0.02% | +1,054+4.3% | Added |
| HighTower Advisors, LLC | 25,468 | $394.0K | 0.00% | −386−1.5% | Reduced |
| GWM Advisors LLC | 24,691 | $383.9K | 0.00% | −8,860−26.4% | Reduced |
| Stockman Wealth Management, Inc. | 22,394 | $348.2K | 0.08% | −3,000−11.8% | Reduced |
| Guggenheim Capital LLC | 22,209 | $345.4K | 0.00% | +1,772+8.7% | Added |
| City of London Investment Management Co Ltd | 22,140 | $344.3K | 0.03% | +2,640+13.5% | Added |
| Claro Advisors LLC | 21,669 | $336.9K | 0.08% | −931−4.1% | Reduced |
| Envestnet Asset Management Inc | 20,945 | $325.7K | 0.00% | −1,166−5.3% | Reduced |
| All Season Financial Advisors, Inc. | 20,100 | $312.6K | 0.32% | +1,001+5.2% | Added |
| Atomi Financial Group, Inc. | 20,094 | $312.5K | 0.10% | +1,992+11.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 17,072 | $265.5K | 0.02% | +94+0.6% | Added |
| Atria Wealth Solutions, Inc. | 16,996 | $264.3K | 0.00% | −23,914−58.5% | Reduced |
| Shaker Financial Services, LLC | 16,941 | $263.4K | 0.12% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 16,429 | $255.5K | 0.02% | +407+2.5% | Added |
| Atlantic Union Bankshares Corp | 16,022 | $249.1K | 0.03% | −2,647−14.2% | Reduced |
| Equitable Holdings, Inc. | 15,869 | $246.8K | 0.00% | −1,020−6.0% | Reduced |
| Flow State Investments, L.P. | 15,268 | $237.4K | 0.09% | +15,268 | New |
| Capital Investment Advisory Services, LLC | 15,238 | $236.9K | 0.02% | +396+2.7% | Added |
| Integrated Wealth Concepts LLC | 14,722 | $228.9K | 0.00% | +174+1.2% | Added |
| Foundations Investment Advisors, LLC | 14,542 | $226.1K | 0.01% | −9,974−40.7% | Reduced |
| WNY Asset Management, LLC | 13,680 | $212.7K | 0.04% | +13,680 | New |
| Steward Partners Investment Advisory, LLC | 13,535 | $210.5K | 0.00% | +153+1.1% | Added |
| IFP Advisors, Inc | 13,344 | $207.5K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 12,309 | $191.4K | 0.00% | −1,732−12.3% | Reduced |
| Level Four Advisory Services, LLC | 12,252 | $190.5K | 0.01% | +994+8.8% | Added |
| First Republic Investment Management, Inc. | 12,058 | $187.5K | 0.00% | −3,707−23.5% | Reduced |
| StoneX Group Inc. | 11,733 | $182.4K | 0.02% | −6,774−36.6% | Reduced |
| Horst & Graben Wealth Management LLC | 11,362 | $176.7K | 0.04% | 00.0% | Unchanged |
| Truist Financial Corp | 11,220 | $174.5K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 11,090 | $172.5K | 0.01% | +946+9.3% | Added |
| Mercer Global Advisors Inc | 10,967 | $171.0K | 0.00% | +10,967 | New |
| Comerica Bank | 8,286 | $128.8K | 0.00% | +8,286 | New |
| Blue Bell Private Wealth Management, LLC | 5,900 | $91.7K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5,837 | $90.8K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 4,397 | $68.4K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 4,368 | $67.9K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 3,900 | $60.6K | 0.02% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 3,039 | $47.3K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,786 | $43.3K | 0.00% | −295−9.6% | Reduced |
| North Star Investment Management Corp. | 2,674 | $41.6K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,496 | $38.8K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,024 | $31.5K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,024 | $31.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,357 | $21.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,312 | $20.4K | 0.00% | +25+1.9% | Added |
| US Bancorp | 1,275 | $19.8K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 1,000 | $15.6K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 934 | $14.5K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 910 | $14.2K | 0.00% | +22+2.5% | Added |