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, Q4 2023
Institutional positions in abrdn Healthcare Investors as of Dec 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
- 123
- +9 vs. Q3 2023
- Shares held
- 12.5M
- +2.24M (+21.8%) vs. Q3 2023
- Total value
- $208.1M
- +$47.9M (+29.9%) vs. Q3 2023
- New holders
- 18
- 46 more added
- Sold out
- 9
- 36 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding abrdn Healthcare Investors; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Householder Group Estate & Retirement Specialist, LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $17 | 0.00% | +1 | New |
| JFS Wealth Advisors, LLC | 3 | $50 | 0.00% | 00.0% | Unchanged |
| Able Wealth Management LLC | 4 | $72 | 0.00% | +4 | New |
| Harbour Investments, Inc. | 23 | $373 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 31 | $514 | 0.00% | +31 | New |
| Global Retirement Partners, LLC | 66 | $1.14K | 0.00% | +1+1.5% | Added |
| Versant Capital Management, Inc | 239 | $3.96K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 237 | $4.00K | 0.00% | −150−38.8% | Reduced |
| Quent Capital, LLC | 306 | $5.07K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 313 | $5.22K | 0.00% | +313 | New |
| Optimum Investment Advisors | 350 | $5.80K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 424 | $7.03K | 0.00% | +250+143.7% | Added |
| Tompkins Financial Corp | 465 | $7.71K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 535 | $9.18K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 901 | $14.9K | 0.00% | +901 | New |
| Key Financial Inc | 910 | $15.1K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 957 | $16.0K | 0.00% | −400−29.5% | Reduced |
| Founders Capital Management | 1,000 | $16.6K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,228 | $20.3K | 0.00% | +1,228 | New |
| Parallel Advisors, LLC | 1,312 | $21.7K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,600 | $26.5K | 0.01% | +1,600 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 1,629 | $27.0K | 0.05% | +1,629 | New |
| Bartlett & Co. LLC | 2,024 | $34.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,024 | $34.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,298 | $38.1K | 0.00% | +1,023+80.2% | Added |
| Truvestments Capital LLC | 2,496 | $41.4K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,674 | $44.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,776 | $46.0K | 0.00% | −10−0.4% | Reduced |
| Wells Fargo & Company | 2,990 | $49.5K | 0.00% | −27,775−90.3% | Reduced |
| Advisory Services Network, LLC | 3,496 | $57.9K | 0.00% | +3,496 | New |
| Sunbelt Securities, Inc. | 4,368 | $72.4K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 4,397 | $72.9K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5,305 | $87.9K | 0.01% | +5,305 | New |
| SOA Wealth Advisors, LLC. | 5,837 | $96.7K | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 8,550 | $141.7K | 0.00% | +264+3.2% | Added |
| Blue Bell Private Wealth Management, LLC | 10,420 | $172.7K | 0.04% | +4,520+76.6% | Added |
| Moloney Securities Asset Management, LLC | 10,744 | $178.0K | 0.03% | +10,744 | New |
| Integrated Wealth Concepts LLC | 11,055 | $183.2K | 0.00% | −3,667−24.9% | Reduced |
| Truist Financial Corp | 11,220 | $185.9K | 0.00% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 11,362 | $188.3K | 0.04% | 00.0% | Unchanged |
| Elequin Capital LP | 11,999 | $198.8K | 0.06% | −45,629−79.2% | Reduced |
| JPMorgan Chase & Co | 12,058 | $199.8K | 0.00% | +11,781+4,253.1% | Added |
| Stifel Financial Corp | 12,071 | $200.0K | 0.00% | −238−1.9% | Reduced |
| Equitable Holdings, Inc. | 12,379 | $205.1K | 0.00% | −3,490−22.0% | Reduced |
| Milestone Asset Management, LLC | 12,776 | $211.7K | 0.07% | +12,776 | New |
| IFP Advisors, Inc | 13,344 | $221.1K | 0.01% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 13,050 | $221.6K | 0.09% | −3,891−23.0% | Reduced |
| The PNC Financial Services Group, Inc. | 13,402 | $222.1K | 0.00% | −13,490−50.2% | Reduced |
| WNY Asset Management, LLC | 14,080 | $233.3K | 0.04% | +400+2.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 14,103 | $234.0K | 0.00% | −20,950−59.8% | Reduced |
| Atlantic Union Bankshares Corp | 14,603 | $242.0K | 0.02% | −1,419−8.9% | Reduced |
| Apollon Wealth Management, LLC | 14,697 | $243.5K | 0.01% | +3,607+32.5% | Added |
| Flow State Investments, L.P. | 15,319 | $253.8K | 0.09% | +51+0.3% | Added |
| Capital Investment Advisory Services, LLC | 16,238 | $269.1K | 0.03% | +1,000+6.6% | Added |
| Atria Wealth Solutions, Inc. | 16,616 | $275.3K | 0.00% | −380−2.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 17,157 | $284.3K | 0.02% | +85+0.5% | Added |
| Wetherby Asset Management Inc | 18,171 | $301.1K | 0.02% | +18,171 | New |
| Foundations Investment Advisors, LLC | 17,470 | $302.9K | 0.01% | +2,928+20.1% | Added |
| Atomi Financial Group, Inc. | 18,414 | $305.1K | 0.04% | −1,680−8.4% | Reduced |
| Susquehanna International Group, LLP | 19,285 | $319.6K | 0.00% | +19,285 | New |
| All Season Financial Advisors, Inc. | 19,382 | $321.2K | 0.27% | −718−3.6% | Reduced |
| Independent Financial Group, LLC | 19,675 | $326.0K | 0.02% | +3,246+19.8% | Added |
| HighTower Advisors, LLC | 21,460 | $354.0K | 0.00% | −4,008−15.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 21,673 | $359.1K | 0.00% | +8,138+60.1% | Added |
| Stockman Wealth Management, Inc. | 21,944 | $363.6K | 0.07% | −450−2.0% | Reduced |
| Sage Capital Advisors,llc | 22,529 | $373.3K | 0.12% | −4,093−15.4% | Reduced |
| City of London Investment Management Co Ltd | 23,900 | $396.0K | 0.03% | +1,760+7.9% | Added |
| Weiss Asset Management LP | 25,293 | $419.1K | 0.03% | +25,293 | New |
| Claro Advisors LLC | 25,414 | $421.1K | 0.09% | +3,745+17.3% | Added |
| Wedbush Securities Inc | 26,105 | $433.0K | 0.02% | +623+2.4% | Added |
| Private Advisor Group, LLC | 31,510 | $522.1K | 0.00% | +4,337+16.0% | Added |
| Stephens Inc | 32,458 | $537.8K | 0.01% | +2,773+9.3% | Added |
| Kestra Advisory Services, LLC | 33,098 | $548.4K | 0.00% | +1,513+4.8% | Added |
| Bank of New York Mellon Corp | 34,003 | $563.4K | 0.00% | +34,003 | New |
| Millennium Management LLC | 35,325 | $585.3K | 0.00% | −30,771−46.6% | Reduced |
| Nations Financial Group Inc, | 35,650 | $590.7K | 0.05% | −200−0.6% | Reduced |
| Envestnet Asset Management Inc | 35,875 | $594.5K | 0.00% | +14,930+71.3% | Added |
| Guggenheim Capital LLC | 38,621 | $640.0K | 0.00% | +16,412+73.9% | Added |
| Mercer Global Advisors Inc | 39,430 | $653.0K | 0.00% | +28,463+259.5% | Added |
| GWM Advisors LLC | 40,974 | $691.3K | 0.01% | +16,283+65.9% | Added |
| Invesco Ltd. | 43,565 | $721.9K | 0.00% | +964+2.3% | Added |
| Qube Research & Technologies Ltd | 44,312 | $734.3K | 0.00% | +5,627+14.5% | Added |
| Cetera Advisor Networks LLC | 45,872 | $760.1K | 0.00% | +17,630+62.4% | Added |
| AE Wealth Management LLC | 45,273 | $768.3K | 0.00% | +12,260+37.1% | Added |
| Prevail Innovative Wealth Advisors, LLC | 48,380 | $801.7K | 0.38% | +17,899+58.7% | Added |
| Samalin Investment Counsel, LLC | 55,045 | $912.1K | 0.46% | +11,354+26.0% | Added |
| NWF Advisory Services Inc. | 57,443 | $951.8K | 0.19% | −25,899−31.1% | Reduced |
| Matrix Private Capital Group LLC | 57,200 | $970.7K | 0.73% | −13,600−19.2% | Reduced |
| Eudaimonia Partners, LLC | 59,123 | $979.7K | 0.26% | −7,469−11.2% | Reduced |
| Cohen & Steers, Inc. | 60,573 | $1.00M | 0.00% | −39,000−39.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 63,894 | $1.06M | 0.10% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 69,841 | $1.16M | 0.00% | −9,131−11.6% | Reduced |
| Quarry LP | 74,292 | $1.23M | 0.62% | +21,760+41.4% | Added |
| Commonwealth Equity Services, LLC | 79,659 | $1.32M | 0.00% | −4,405−5.2% | Reduced |
| National Asset Management, Inc. | 86,031 | $1.45M | 0.04% | +15,590+22.1% | Added |
| Oppenheimer & Co Inc | 97,069 | $1.61M | 0.03% | +14,757+17.9% | Added |
| Ameriprise Financial Inc | 108,662 | $1.80M | 0.00% | −6,455−5.6% | Reduced |
| Cetera Investment Advisers | 120,687 | $2.00M | 0.02% | +16,733+16.1% | Added |
| UBS Group AG | 136,456 | $2.26M | 0.00% | −53,522−28.2% | Reduced |