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, Q1 2024
Institutional positions in abrdn Healthcare Investors as of Mar 31, 2024. 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
- 120
- −1 vs. Q4 2023
- Shares held
- 12.9M
- +334.0K (+2.7%) vs. Q4 2023
- Total value
- $216.8M
- +$8.83M (+4.2%) vs. Q4 2023
- New holders
- 12
- 50 more added
- Sold out
- 13
- 38 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding abrdn Healthcare Investors; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 0 | $5 | 0.00% | −239−100.0% | Reduced |
| JFS Wealth Advisors, LLC | 3 | $51 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4 | $67 | 0.00% | +4 | New |
| Naples Money Management LLC | 5 | $77 | 0.00% | +5 | New |
| Smartleaf Asset Management LLC | 7 | $117 | 0.00% | −306−97.8% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 13 | $219 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 16 | $262 | 0.00% | −7−30.4% | Reduced |
| Geneos Wealth Management Inc. | 31 | $523 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 56 | $931 | 0.00% | +56 | New |
| Global Retirement Partners, LLC | 67 | $1.13K | 0.00% | +1+1.5% | Added |
| Quent Capital, LLC | 320 | $5.39K | 0.00% | +14+4.6% | Added |
| Optimum Investment Advisors | 350 | $5.90K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 353 | $5.95K | 0.00% | −11,705−97.1% | Reduced |
| Gen-Wealth Partners Inc | 395 | $6.66K | 0.00% | +395 | New |
| Mather Group, LLC. | 416 | $6.89K | 0.00% | +416 | New |
| Tompkins Financial Corp | 465 | $7.84K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 535 | $9.02K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 606 | $10.2K | 0.00% | +182+42.9% | Added |
| Salem Investment Counselors Inc | 768 | $12.9K | 0.00% | +768 | New |
| Creekmur Asset Management LLC | 938 | $15.8K | 0.01% | +37+4.1% | Added |
| Key Financial Inc | 958 | $16.2K | 0.00% | +48+5.3% | Added |
| Founders Capital Management | 1,000 | $16.9K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 1,082 | $18.2K | 0.01% | +1,082 | New |
| Parallel Advisors, LLC | 1,235 | $20.8K | 0.00% | −77−5.9% | Reduced |
| US Bancorp | 1,301 | $21.9K | 0.00% | −997−43.4% | Reduced |
| CoreCap Advisors, LLC | 1,532 | $25.8K | 0.00% | +1,532 | New |
| Brown, Lisle/Cummings, Inc. | 1,600 | $27.0K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 1,629 | $27.5K | 0.05% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,024 | $34.1K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,496 | $42.1K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,674 | $45.1K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 3,039 | $51.2K | 0.01% | +3,039 | New |
| Ronald Blue Trust, Inc. | 3,149 | $53.1K | 0.00% | +2,912+1,228.7% | Added |
| CIBC Private Wealth Group, LLC | 3,972 | $66.1K | 0.00% | +3,972 | New |
| Sunbelt Securities, Inc. | 4,077 | $68.7K | 0.01% | −291−6.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,219 | $71.1K | 0.00% | +1,443+52.0% | Added |
| Cullen/Frost Bankers, Inc. | 4,397 | $74.1K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5,585 | $94.2K | 0.01% | +280+5.3% | Added |
| SOA Wealth Advisors, LLC. | 5,837 | $98.4K | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 6,770 | $114.1K | 0.00% | −1,780−20.8% | Reduced |
| Wells Fargo & Company | 6,820 | $115.0K | 0.00% | +3,830+128.1% | Added |
| Equitable Holdings, Inc. | 10,317 | $173.9K | 0.00% | −2,062−16.7% | Reduced |
| Moloney Securities Asset Management, LLC | 10,898 | $183.7K | 0.03% | +154+1.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 10,931 | $184.0K | 0.00% | −3,172−22.5% | Reduced |
| Integrated Wealth Concepts LLC | 10,980 | $185.1K | 0.00% | −75−0.7% | Reduced |
| Truist Financial Corp | 11,375 | $191.8K | 0.00% | +155+1.4% | Added |
| Horst & Graben Wealth Management LLC | 11,632 | $196.1K | 0.04% | +270+2.4% | Added |
| Milestone Asset Management, LLC | 13,285 | $224.0K | 0.06% | +509+4.0% | Added |
| IFP Advisors, Inc | 13,344 | $225.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 13,782 | $232.4K | 0.00% | +380+2.8% | Added |
| Atlantic Union Bankshares Corp | 14,103 | $237.8K | 0.02% | −500−3.4% | Reduced |
| Apollon Wealth Management, LLC | 14,697 | $247.8K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 15,118 | $254.9K | 0.00% | −4,167−21.6% | Reduced |
| Millennium Management LLC | 15,750 | $265.5K | 0.00% | −19,575−55.4% | Reduced |
| Wolverine Asset Management LLC | 15,852 | $267.3K | 0.01% | −228,499−93.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 15,891 | $267.9K | 0.00% | −5,782−26.7% | Reduced |
| Capital Investment Advisory Services, LLC | 16,236 | $273.7K | 0.03% | −20.0% | Reduced |
| Atria Wealth Solutions, Inc. | 16,990 | $286.4K | 0.00% | +374+2.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 17,235 | $290.6K | 0.02% | +78+0.5% | Added |
| Atomi Financial Group, Inc. | 18,359 | $309.5K | 0.03% | −55−0.3% | Reduced |
| Two Sigma Investments, LP | 20,100 | $338.9K | 0.00% | +20,100 | New |
| Independent Financial Group, LLC | 20,707 | $349.1K | 0.02% | +1,032+5.2% | Added |
| Blue Bell Private Wealth Management, LLC | 20,801 | $350.7K | 0.08% | +10,381+99.6% | Added |
| HighTower Advisors, LLC | 22,897 | $385.0K | 0.00% | +1,437+6.7% | Added |
| Sage Capital Advisors,llc | 23,562 | $397.3K | 0.12% | +1,033+4.6% | Added |
| Stockman Wealth Management, Inc. | 23,709 | $399.7K | 0.07% | +1,765+8.0% | Added |
| Wedbush Securities Inc | 24,535 | $414.0K | 0.02% | −1,570−6.0% | Reduced |
| Claro Advisors LLC | 24,584 | $414.5K | 0.07% | −830−3.3% | Reduced |
| WNY Asset Management, LLC | 26,294 | $443.3K | 0.07% | +12,214+86.7% | Added |
| City of London Investment Management Co Ltd | 27,000 | $455.2K | 0.04% | +3,100+13.0% | Added |
| Envestnet Asset Management Inc | 27,210 | $458.8K | 0.00% | −8,665−24.2% | Reduced |
| Mercer Global Advisors Inc | 28,138 | $474.0K | 0.00% | −11,292−28.6% | Reduced |
| GWM Advisors LLC | 29,525 | $497.8K | 0.00% | −11,449−27.9% | Reduced |
| Stephens Inc | 31,760 | $535.5K | 0.01% | −698−2.2% | Reduced |
| All Season Financial Advisors, Inc. | 32,873 | $554.2K | 0.46% | +13,491+69.6% | Added |
| Bank of New York Mellon Corp | 34,002 | $573.3K | 0.00% | −10.0% | Reduced |
| Kestra Advisory Services, LLC | 35,521 | $598.9K | 0.00% | +2,423+7.3% | Added |
| Nations Financial Group Inc, | 35,650 | $601.1K | 0.05% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 36,308 | $612.1K | 0.00% | +4,798+15.2% | Added |
| Invesco Ltd. | 39,997 | $674.3K | 0.00% | −3,568−8.2% | Reduced |
| Guggenheim Capital LLC | 44,121 | $743.9K | 0.01% | +5,500+14.2% | Added |
| Qube Research & Technologies Ltd | 45,343 | $764.5K | 0.00% | +1,031+2.3% | Added |
| AE Wealth Management LLC | 46,716 | $787.6K | 0.01% | +1,443+3.2% | Added |
| Matrix Private Capital Group LLC | 57,200 | $964.4K | 0.65% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 59,294 | $999.7K | 0.37% | +10,914+22.6% | Added |
| Samalin Investment Counsel, LLC | 59,481 | $1.00M | 0.48% | +4,436+8.1% | Added |
| Cohen & Steers, Inc. | 60,573 | $1.02M | 0.00% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 62,118 | $1.05M | 0.25% | +2,995+5.1% | Added |
| Cyndeo Wealth Partners, LLC | 63,894 | $1.08M | 0.09% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 64,134 | $1.08M | 0.18% | +6,691+11.6% | Added |
| National Asset Management, Inc. | 70,441 | $1.10M | 0.03% | −15,590−18.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 73,957 | $1.25M | 0.00% | +4,116+5.9% | Added |
| Commonwealth Equity Services, LLC | 82,674 | $1.39M | 0.00% | +3,015+3.8% | Added |
| Cornerstone Advisors, LLC | 83,502 | $1.41M | 0.06% | −648,797−88.6% | Reduced |
| Clough Capital Partners L P | 96,765 | $1.63M | 0.18% | −226,463−70.1% | Reduced |
| Ameriprise Financial Inc | 102,485 | $1.73M | 0.00% | −6,177−5.7% | Reduced |
| Oppenheimer & Co Inc | 113,387 | $1.91M | 0.03% | +16,318+16.8% | Added |
| Advisors Asset Management, Inc. | 127,095 | $2.14M | 0.04% | −19,349−13.2% | Reduced |
| Quantedge Capital Pte Ltd | 140,800 | $2.37M | 1.00% | −68,800−32.8% | Reduced |
| Advisor Group Holdings, Inc. | 142,349 | $2.40M | 0.01% | −6,924−4.6% | Reduced |