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 |
|---|---|---|---|---|---|
| CWM, LLC | 2 | $0 | 0.00% | −797−99.7% | Reduced |
| JFS Wealth Advisors, LLC | 3 | $47 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 13 | $202 | 0.00% | +13 | New |
| Harbour Investments, Inc. | 23 | $350 | 0.00% | −249−91.5% | Reduced |
| Global Retirement Partners, LLC | 65 | $995 | 0.00% | +1+1.6% | Added |
| Gradient Investments LLC | 100 | $1.55K | 0.00% | +100 | New |
| Allworth Financial LP | 174 | $2.71K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 239 | $3.72K | 0.00% | +6+2.6% | Added |
| JPMorgan Chase & Co | 277 | $4.31K | 0.00% | −3,845−93.3% | Reduced |
| Larson Financial Group LLC | 300 | $4.67K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 306 | $4.76K | 0.00% | +6+2.0% | Added |
| Optimum Investment Advisors | 350 | $5.44K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 387 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 465 | $7.23K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 535 | $8.32K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 910 | $14.2K | 0.00% | +22+2.5% | Added |
| Cary Street Partner Investment Advisory LLC | 934 | $14.5K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 1,000 | $15.6K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 1,275 | $19.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,312 | $20.4K | 0.00% | +25+1.9% | Added |
| Tradition Wealth Management, LLC | 1,357 | $21.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,024 | $31.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,024 | $31.5K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,496 | $38.8K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,674 | $41.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,786 | $43.3K | 0.00% | −295−9.6% | Reduced |
| Northwest Investment Counselors, LLC | 3,039 | $47.3K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 3,900 | $60.6K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 4,368 | $67.9K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 4,397 | $68.4K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5,837 | $90.8K | 0.02% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 5,900 | $91.7K | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 8,286 | $128.8K | 0.00% | +8,286 | New |
| Mercer Global Advisors Inc | 10,967 | $171.0K | 0.00% | +10,967 | New |
| Apollon Wealth Management, LLC | 11,090 | $172.5K | 0.01% | +946+9.3% | Added |
| Truist Financial Corp | 11,220 | $174.5K | 0.00% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 11,362 | $176.7K | 0.04% | 00.0% | Unchanged |
| StoneX Group Inc. | 11,733 | $182.4K | 0.02% | −6,774−36.6% | Reduced |
| First Republic Investment Management, Inc. | 12,058 | $187.5K | 0.00% | −3,707−23.5% | Reduced |
| Level Four Advisory Services, LLC | 12,252 | $190.5K | 0.01% | +994+8.8% | Added |
| Stifel Financial Corp | 12,309 | $191.4K | 0.00% | −1,732−12.3% | Reduced |
| IFP Advisors, Inc | 13,344 | $207.5K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 13,535 | $210.5K | 0.00% | +153+1.1% | Added |
| WNY Asset Management, LLC | 13,680 | $212.7K | 0.04% | +13,680 | New |
| Foundations Investment Advisors, LLC | 14,542 | $226.1K | 0.01% | −9,974−40.7% | Reduced |
| Integrated Wealth Concepts LLC | 14,722 | $228.9K | 0.00% | +174+1.2% | Added |
| Capital Investment Advisory Services, LLC | 15,238 | $236.9K | 0.02% | +396+2.7% | Added |
| Flow State Investments, L.P. | 15,268 | $237.4K | 0.09% | +15,268 | New |
| Equitable Holdings, Inc. | 15,869 | $246.8K | 0.00% | −1,020−6.0% | Reduced |
| Atlantic Union Bankshares Corp | 16,022 | $249.1K | 0.03% | −2,647−14.2% | Reduced |
| Independent Financial Group, LLC | 16,429 | $255.5K | 0.02% | +407+2.5% | Added |
| Shaker Financial Services, LLC | 16,941 | $263.4K | 0.12% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 16,996 | $264.3K | 0.00% | −23,914−58.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 17,072 | $265.5K | 0.02% | +94+0.6% | Added |
| Atomi Financial Group, Inc. | 20,094 | $312.5K | 0.10% | +1,992+11.0% | Added |
| All Season Financial Advisors, Inc. | 20,100 | $312.6K | 0.32% | +1,001+5.2% | Added |
| Envestnet Asset Management Inc | 20,945 | $325.7K | 0.00% | −1,166−5.3% | Reduced |
| Claro Advisors LLC | 21,669 | $336.9K | 0.08% | −931−4.1% | Reduced |
| City of London Investment Management Co Ltd | 22,140 | $344.3K | 0.03% | +2,640+13.5% | Added |
| Guggenheim Capital LLC | 22,209 | $345.4K | 0.00% | +1,772+8.7% | Added |
| Stockman Wealth Management, Inc. | 22,394 | $348.2K | 0.08% | −3,000−11.8% | Reduced |
| GWM Advisors LLC | 24,691 | $383.9K | 0.00% | −8,860−26.4% | Reduced |
| HighTower Advisors, LLC | 25,468 | $394.0K | 0.00% | −386−1.5% | Reduced |
| Wedbush Securities Inc | 25,482 | $396.0K | 0.02% | +1,054+4.3% | Added |
| Sage Capital Advisors,llc | 26,622 | $414.0K | 0.15% | +1,365+5.4% | Added |
| The PNC Financial Services Group, Inc. | 26,892 | $418.2K | 0.00% | −4,097−13.2% | Reduced |
| Private Advisor Group, LLC | 27,173 | $422.5K | 0.00% | −83−0.3% | Reduced |
| Cetera Advisor Networks LLC | 28,242 | $439.2K | 0.00% | −3,020−9.7% | Reduced |
| Stephens Inc | 29,685 | $461.6K | 0.01% | +3,481+13.3% | Added |
| Prevail Innovative Wealth Advisors, LLC | 30,481 | $474.0K | 0.25% | +14,240+87.7% | Added |
| Wells Fargo & Company | 30,765 | $478.4K | 0.00% | −182,256−85.6% | Reduced |
| Kestra Advisory Services, LLC | 31,585 | $491.1K | 0.00% | +3,722+13.4% | Added |
| AE Wealth Management LLC | 33,013 | $513.4K | 0.00% | +3,571+12.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 35,053 | $545.0K | 0.02% | +2,450+7.5% | Added |
| Walleye Capital LLC | 35,591 | $553.4K | 0.01% | +13,413+60.5% | Added |
| Nations Financial Group Inc, | 35,850 | $557.5K | 0.06% | −2,463−6.4% | Reduced |
| Qube Research & Technologies Ltd | 38,685 | $601.6K | 0.00% | +968+2.6% | Added |
| Invesco Ltd. | 42,601 | $662.4K | 0.00% | +3,861+10.0% | Added |
| Samalin Investment Counsel, LLC | 43,691 | $679.4K | 0.39% | +15,281+53.8% | Added |
| Quarry LP | 52,532 | $816.9K | 0.53% | +52,532 | New |
| Elequin Capital LP | 57,628 | $896.1K | 0.17% | +57,628 | New |
| Cyndeo Wealth Partners, LLC | 63,894 | $993.6K | 0.10% | −71−0.1% | Reduced |
| Millennium Management LLC | 66,096 | $1.03M | 0.00% | +66,096 | New |
| Eudaimonia Partners, LLC | 66,592 | $1.04M | 0.25% | +7,900+13.5% | Added |
| National Asset Management, Inc. | 70,441 | $1.10M | 0.03% | −36,564−34.2% | Reduced |
| Matrix Private Capital Group LLC | 70,800 | $1.10M | 0.82% | −43,356−38.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 78,972 | $1.23M | 0.01% | +3,548+4.7% | Added |
| Oppenheimer & Co Inc | 82,312 | $1.28M | 0.03% | +1,566+1.9% | Added |
| Landscape Capital Management, L.L.C. | 82,629 | $1.28M | 0.17% | +29,532+55.6% | Added |
| NWF Advisory Services Inc. | 83,342 | $1.30M | 0.31% | −270.0% | Reduced |
| Commonwealth Equity Services, LLC | 84,064 | $1.31M | 0.00% | +30,720+57.6% | Added |
| Cohen & Steers, Inc. | 99,573 | $1.55M | 0.00% | −30,000−23.2% | Reduced |
| Clough Capital Partners L P | 102,668 | $1.60M | 0.17% | +102,668 | New |
| Cetera Investment Advisers | 103,954 | $1.62M | 0.01% | +10,012+10.7% | Added |
| Ameriprise Financial Inc | 115,117 | $1.79M | 0.00% | −25,155−17.9% | Reduced |
| Boothbay Fund Management, LLC | 128,236 | $1.99M | 0.07% | +97,618+318.8% | Added |
| First Trust Advisors LP | 141,004 | $2.19M | 0.00% | +9,124+6.9% | Added |
| Advisors Asset Management, Inc. | 143,791 | $2.24M | 0.05% | −74−0.1% | Reduced |
| Quantedge Capital Pte Ltd | 147,100 | $2.29M | 1.25% | +65,500+80.3% | Added |
| Janney Montgomery Scott LLC | 166,238 | $2.58M | 0.01% | −270−0.2% | Reduced |