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 |
|---|---|---|---|---|---|
| Mowery & Schoenfeld Wealth Management, LLC | 1,629 | $27.0K | 0.05% | +1,629 | New |
| Brown, Lisle/Cummings, Inc. | 1,600 | $26.5K | 0.01% | +1,600 | New |
| Parallel Advisors, LLC | 1,312 | $21.7K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,228 | $20.3K | 0.00% | +1,228 | New |
| Founders Capital Management | 1,000 | $16.6K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 957 | $16.0K | 0.00% | −400−29.5% | Reduced |
| Key Financial Inc | 910 | $15.1K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 901 | $14.9K | 0.00% | +901 | New |
| Spire Wealth Management | 535 | $9.18K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 465 | $7.71K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 424 | $7.03K | 0.00% | +250+143.7% | Added |
| Optimum Investment Advisors | 350 | $5.80K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 313 | $5.22K | 0.00% | +313 | New |
| Quent Capital, LLC | 306 | $5.07K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 237 | $4.00K | 0.00% | −150−38.8% | Reduced |
| Versant Capital Management, Inc | 239 | $3.96K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 66 | $1.14K | 0.00% | +1+1.5% | Added |
| Geneos Wealth Management Inc. | 31 | $514 | 0.00% | +31 | New |
| Harbour Investments, Inc. | 23 | $373 | 0.00% | 00.0% | Unchanged |
| Able Wealth Management LLC | 4 | $72 | 0.00% | +4 | New |
| JFS Wealth Advisors, LLC | 3 | $50 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $17 | 0.00% | +1 | New |
| Householder Group Estate & Retirement Specialist, LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 0 | $0 | 0.00% | −35,591−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −12,252−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −11,733−100.0% | Sold out |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −3,039−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −934−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |