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, Q2 2024
Institutional positions in abrdn Healthcare Investors as of Jun 30, 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
- 113
- −6 vs. Q1 2024
- Shares held
- 12.7M
- −72.8K (−0.6%) vs. Q1 2024
- Total value
- $222.3M
- +$6.50M (+3.0%) vs. Q1 2024
- New holders
- 11
- 43 more added
- Sold out
- 17
- 39 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding abrdn Healthcare Investors; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 3,308,373 | $57.8M | 1.27% | +750,904+29.4% | Added |
| Morgan Stanley | 3,172,055 | $55.4M | 0.00% | +63,315+2.0% | Added |
| Royal Bank of Canada | 432,912 | $7.56M | 0.00% | −59,856−12.1% | Reduced |
| CNH Partners LLC | 415,806 | $7.26M | 0.19% | −85,736−17.1% | Reduced |
| Ameriprise Financial Inc | 274,595 | $4.79M | 0.00% | +172,110+167.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 258,189 | $4.51M | 0.01% | +16,144+6.7% | Added |
| Absolute Investment Advisers LLC | 253,529 | $4.43M | 0.66% | −252,139−49.9% | Reduced |
| Needham Investment Management LLC | 247,349 | $4.32M | 0.35% | +8,343+3.5% | Added |
| Rpo LLC | 247,245 | $4.32M | 6.51% | −123,172−33.3% | Reduced |
| Sage Capital Management, LLC | 200,965 | $3.51M | 1.84% | +4,327+2.2% | Added |
| Raymond James & Associates | 197,587 | $3.45M | 0.00% | +1,847+0.9% | Added |
| Bank of America Corp | 189,764 | $3.31M | 0.00% | −917−0.5% | Reduced |
| First Trust Advisors LP | 167,666 | $2.93M | 0.00% | +8,333+5.2% | Added |
| Cetera Investment Advisers | 161,400 | $2.82M | 0.01% | −15,808−8.9% | Reduced |
| Janney Montgomery Scott LLC | 157,650 | $2.75M | 0.01% | −5,336−3.3% | Reduced |
| LPL Financial LLC | 147,026 | $2.57M | 0.00% | −5,256−3.5% | Reduced |
| Advisors Asset Management, Inc. | 130,302 | $2.28M | 0.04% | +3,207+2.5% | Added |
| UBS Group AG | 129,831 | $2.27M | 0.00% | −14,274−9.9% | Reduced |
| Boothbay Fund Management, LLC | 121,686 | $2.12M | 0.07% | −251,579−67.4% | Reduced |
| Advisor Group Holdings, Inc. | 110,095 | $1.92M | 0.00% | −32,254−22.7% | Reduced |
| Cohen & Steers, Inc. | 107,573 | $1.88M | 0.00% | +47,000+77.6% | Added |
| Quarry LP | 94,547 | $1.65M | 0.69% | −95,137−50.2% | Reduced |
| WNY Asset Management, LLC | 93,993 | $1.64M | 0.22% | +67,699+257.5% | Added |
| Quantedge Capital Pte Ltd | 92,100 | $1.61M | 0.58% | −48,700−34.6% | Reduced |
| National Asset Management, Inc. | 90,160 | $1.58M | 0.04% | +19,719+28.0% | Added |
| Commonwealth Equity Services, LLC | 81,462 | $1.42M | 0.00% | −1,212−1.5% | Reduced |
| Goldman Sachs Group Inc | 81,145 | $1.42M | 0.00% | +81,145 | New |
| Landscape Capital Management, L.L.C. | 80,780 | $1.41M | 0.12% | −87,031−51.9% | Reduced |
| Nine Masts Capital Ltd | 77,325 | $1.35M | 0.41% | +77,325 | New |
| Oppenheimer & Co Inc | 70,529 | $1.23M | 0.02% | −42,858−37.8% | Reduced |
| NWF Advisory Services Inc. | 70,342 | $1.23M | 0.20% | +6,208+9.7% | Added |
| Prevail Innovative Wealth Advisors, LLC | 70,138 | $1.22M | 0.43% | +10,844+18.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 69,451 | $1.21M | 0.00% | −4,506−6.1% | Reduced |
| City of London Investment Management Co Ltd | 68,971 | $1.20M | 0.10% | +41,971+155.4% | Added |
| Samalin Investment Counsel, LLC | 67,284 | $1.17M | 0.55% | +7,803+13.1% | Added |
| Cyndeo Wealth Partners, LLC | 63,894 | $1.12M | 0.09% | 00.0% | Unchanged |
| Clough Capital Partners L P | 60,542 | $1.06M | 0.12% | −36,223−37.4% | Reduced |
| Baird Financial Group, Inc. | 57,699 | $1.01M | 0.00% | +57,699 | New |
| Matrix Private Capital Group LLC | 57,300 | $1.00M | 0.63% | +100+0.2% | Added |
| Sanctuary Advisors, LLC | 58,377 | $938.7K | 0.01% | +58,377 | New |
| AE Wealth Management LLC | 46,933 | $819.5K | 0.01% | +217+0.5% | Added |
| Guggenheim Capital LLC | 44,391 | $775.1K | 0.01% | +270+0.6% | Added |
| GWM Advisors LLC | 42,860 | $748.3K | 0.01% | +13,335+45.2% | Added |
| Private Advisor Group, LLC | 37,448 | $653.8K | 0.00% | +1,140+3.1% | Added |
| Kestra Advisory Services, LLC | 37,049 | $646.9K | 0.00% | +1,528+4.3% | Added |
| Nations Financial Group Inc, | 35,410 | $618.3K | 0.05% | −240−0.7% | Reduced |
| Stephens Inc | 32,726 | $571.4K | 0.01% | +966+3.0% | Added |
| Cornerstone Advisors, LLC | 31,240 | $545.5K | 0.02% | −52,262−62.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 30,268 | $528.5K | 0.11% | +9,467+45.5% | Added |
| Sage Capital Advisors,llc | 27,444 | $479.2K | 0.14% | +3,882+16.5% | Added |
| Millennium Management LLC | 26,988 | $471.2K | 0.00% | +11,238+71.4% | Added |
| Mercer Global Advisors Inc | 26,529 | $463.2K | 0.00% | −1,609−5.7% | Reduced |
| Invesco Ltd. | 25,912 | $452.4K | 0.00% | −14,085−35.2% | Reduced |
| Claro Advisors LLC | 24,697 | $431.2K | 0.07% | +113+0.5% | Added |
| Ashton Thomas Securities, LLC | 24,367 | $429.6K | 0.10% | +24,367 | New |
| Wedbush Securities Inc | 24,264 | $424.0K | 0.02% | −271−1.1% | Reduced |
| Bank of New York Mellon Corp | 24,002 | $419.1K | 0.00% | −10,000−29.4% | Reduced |
| Stockman Wealth Management, Inc. | 23,709 | $414.0K | 0.07% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 23,457 | $409.6K | 0.03% | +5,098+27.8% | Added |
| HighTower Advisors, LLC | 23,289 | $406.0K | 0.00% | +392+1.7% | Added |
| All Season Financial Advisors, Inc. | 22,022 | $384.5K | 0.35% | −10,851−33.0% | Reduced |
| Independent Financial Group, LLC | 20,985 | $366.4K | 0.01% | +278+1.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 17,312 | $302.3K | 0.02% | +77+0.4% | Added |
| The PNC Financial Services Group, Inc. | 16,908 | $295.2K | 0.00% | +3,126+22.7% | Added |
| Steward Partners Investment Advisory, LLC | 16,659 | $290.9K | 0.00% | +768+4.8% | Added |
| Capital Investment Advisory Services, LLC | 16,411 | $286.5K | 0.03% | +175+1.1% | Added |
| Apollon Wealth Management, LLC | 14,697 | $256.6K | 0.01% | 00.0% | Unchanged |
| Atlas Wealth LLC | 13,353 | $234.5K | 0.04% | +13,353 | New |
| IFP Advisors, Inc | 13,344 | $233.0K | 0.01% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 13,228 | $231.0K | 0.06% | −57−0.4% | Reduced |
| Truist Financial Corp | 12,730 | $222.3K | 0.00% | +1,355+11.9% | Added |
| Atlantic Union Bankshares Corp | 11,803 | $206.1K | 0.01% | −2,300−16.3% | Reduced |
| Integrated Wealth Concepts LLC | 10,985 | $191.8K | 0.00% | +50.0% | Added |
| Atria Wealth Solutions, Inc. | 10,584 | $184.8K | 0.00% | −6,406−37.7% | Reduced |
| Moloney Securities Asset Management, LLC | 10,296 | $179.8K | 0.03% | −602−5.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 9,431 | $165.0K | 0.00% | −1,500−13.7% | Reduced |
| Comerica Bank | 6,603 | $115.3K | 0.00% | −167−2.5% | Reduced |
| SOA Wealth Advisors, LLC. | 5,837 | $101.9K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5,779 | $100.9K | 0.01% | +194+3.5% | Added |
| EverSource Wealth Advisors, LLC | 5,000 | $92.8K | 0.01% | +5,000 | New |
| Cullen/Frost Bankers, Inc. | 4,397 | $76.8K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3,296 | $57.5K | 0.01% | −781−19.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,035 | $53.0K | 0.00% | −1,184−28.1% | Reduced |
| North Star Investment Management Corp. | 2,674 | $46.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,024 | $35.3K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,688 | $29.5K | 0.00% | +156+10.2% | Added |
| Brown, Lisle/Cummings, Inc. | 1,600 | $27.9K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,350 | $23.6K | 0.01% | +1,000+285.7% | Added |
| US Bancorp | 1,275 | $22.3K | 0.00% | −26−2.0% | Reduced |
| Wells Fargo & Company | 1,210 | $21.1K | 0.00% | −5,610−82.3% | Reduced |
| Ransom Advisory, Ltd | 1,082 | $18.9K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 1,000 | $17.5K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 991 | $17.3K | 0.00% | +33+3.4% | Added |
| Creekmur Asset Management LLC | 776 | $13.5K | 0.00% | −162−17.3% | Reduced |
| Spire Wealth Management | 535 | $9.34K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 501 | $8.45K | 0.00% | +501 | New |
| Allworth Financial LP | 437 | $8.11K | 0.00% | −169−27.9% | Reduced |
| Mather Group, LLC. | 416 | $7.01K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 395 | $6.90K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 358 | $6.25K | 0.00% | +5+1.4% | Added |