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 |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 0 | $5 | 0.00% | 0 | Unchanged |
| JFS Wealth Advisors, LLC | 3 | $53 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4 | $70 | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 5 | $80 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 16 | $271 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 31 | $541 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 46 | $817 | 0.00% | −3,926−98.8% | Reduced |
| Global Retirement Partners, LLC | 69 | $1.21K | 0.00% | +2+3.0% | Added |
| Gradient Investments LLC | 200 | $3.49K | 0.00% | +200 | New |
| Mattson Financial Services, LLC | 200 | $3.49K | 0.00% | +200 | New |
| Ronald Blue Trust, Inc. | 237 | $4.00K | 0.00% | −2,912−92.5% | Reduced |
| CWM, LLC | 310 | $5.00K | 0.00% | +310 | New |
| Quent Capital, LLC | 329 | $5.74K | 0.00% | +9+2.8% | Added |
| JPMorgan Chase & Co | 358 | $6.25K | 0.00% | +5+1.4% | Added |
| Gen-Wealth Partners Inc | 395 | $6.90K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 416 | $7.01K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 437 | $8.11K | 0.00% | −169−27.9% | Reduced |
| Wetzel Investment Advisors, Inc. | 501 | $8.45K | 0.00% | +501 | New |
| Spire Wealth Management | 535 | $9.34K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 776 | $13.5K | 0.00% | −162−17.3% | Reduced |
| Key Financial Inc | 991 | $17.3K | 0.00% | +33+3.4% | Added |
| Founders Capital Management | 1,000 | $17.5K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 1,082 | $18.9K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,210 | $21.1K | 0.00% | −5,610−82.3% | Reduced |
| US Bancorp | 1,275 | $22.3K | 0.00% | −26−2.0% | Reduced |
| Optimum Investment Advisors | 1,350 | $23.6K | 0.01% | +1,000+285.7% | Added |
| Brown, Lisle/Cummings, Inc. | 1,600 | $27.9K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,688 | $29.5K | 0.00% | +156+10.2% | Added |
| Bartlett & Co. Wealth Management LLC | 2,024 | $35.3K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,674 | $46.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,035 | $53.0K | 0.00% | −1,184−28.1% | Reduced |
| Sunbelt Securities, Inc. | 3,296 | $57.5K | 0.01% | −781−19.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,397 | $76.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5,000 | $92.8K | 0.01% | +5,000 | New |
| Rothschild Investment LLC | 5,779 | $100.9K | 0.01% | +194+3.5% | Added |
| SOA Wealth Advisors, LLC. | 5,837 | $101.9K | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 6,603 | $115.3K | 0.00% | −167−2.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 9,431 | $165.0K | 0.00% | −1,500−13.7% | Reduced |
| Moloney Securities Asset Management, LLC | 10,296 | $179.8K | 0.03% | −602−5.5% | Reduced |
| Atria Wealth Solutions, Inc. | 10,584 | $184.8K | 0.00% | −6,406−37.7% | Reduced |
| Integrated Wealth Concepts LLC | 10,985 | $191.8K | 0.00% | +50.0% | Added |
| Atlantic Union Bankshares Corp | 11,803 | $206.1K | 0.01% | −2,300−16.3% | Reduced |
| Truist Financial Corp | 12,730 | $222.3K | 0.00% | +1,355+11.9% | Added |
| Milestone Asset Management, LLC | 13,228 | $231.0K | 0.06% | −57−0.4% | Reduced |
| IFP Advisors, Inc | 13,344 | $233.0K | 0.01% | 00.0% | Unchanged |
| Atlas Wealth LLC | 13,353 | $234.5K | 0.04% | +13,353 | New |
| Apollon Wealth Management, LLC | 14,697 | $256.6K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 16,411 | $286.5K | 0.03% | +175+1.1% | Added |
| Steward Partners Investment Advisory, LLC | 16,659 | $290.9K | 0.00% | +768+4.8% | Added |
| The PNC Financial Services Group, Inc. | 16,908 | $295.2K | 0.00% | +3,126+22.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 17,312 | $302.3K | 0.02% | +77+0.4% | Added |
| Independent Financial Group, LLC | 20,985 | $366.4K | 0.01% | +278+1.3% | Added |
| All Season Financial Advisors, Inc. | 22,022 | $384.5K | 0.35% | −10,851−33.0% | Reduced |
| HighTower Advisors, LLC | 23,289 | $406.0K | 0.00% | +392+1.7% | Added |
| Atomi Financial Group, Inc. | 23,457 | $409.6K | 0.03% | +5,098+27.8% | Added |
| Stockman Wealth Management, Inc. | 23,709 | $414.0K | 0.07% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 24,002 | $419.1K | 0.00% | −10,000−29.4% | Reduced |
| Wedbush Securities Inc | 24,264 | $424.0K | 0.02% | −271−1.1% | Reduced |
| Ashton Thomas Securities, LLC | 24,367 | $429.6K | 0.10% | +24,367 | New |
| Claro Advisors LLC | 24,697 | $431.2K | 0.07% | +113+0.5% | Added |
| Invesco Ltd. | 25,912 | $452.4K | 0.00% | −14,085−35.2% | Reduced |
| Mercer Global Advisors Inc | 26,529 | $463.2K | 0.00% | −1,609−5.7% | Reduced |
| Millennium Management LLC | 26,988 | $471.2K | 0.00% | +11,238+71.4% | Added |
| Sage Capital Advisors,llc | 27,444 | $479.2K | 0.14% | +3,882+16.5% | Added |
| Blue Bell Private Wealth Management, LLC | 30,268 | $528.5K | 0.11% | +9,467+45.5% | Added |
| Cornerstone Advisors, LLC | 31,240 | $545.5K | 0.02% | −52,262−62.6% | Reduced |
| Stephens Inc | 32,726 | $571.4K | 0.01% | +966+3.0% | Added |
| Nations Financial Group Inc, | 35,410 | $618.3K | 0.05% | −240−0.7% | Reduced |
| Kestra Advisory Services, LLC | 37,049 | $646.9K | 0.00% | +1,528+4.3% | Added |
| Private Advisor Group, LLC | 37,448 | $653.8K | 0.00% | +1,140+3.1% | Added |
| GWM Advisors LLC | 42,860 | $748.3K | 0.01% | +13,335+45.2% | Added |
| Guggenheim Capital LLC | 44,391 | $775.1K | 0.01% | +270+0.6% | Added |
| AE Wealth Management LLC | 46,933 | $819.5K | 0.01% | +217+0.5% | Added |
| Sanctuary Advisors, LLC | 58,377 | $938.7K | 0.01% | +58,377 | New |
| Matrix Private Capital Group LLC | 57,300 | $1.00M | 0.63% | +100+0.2% | Added |
| Baird Financial Group, Inc. | 57,699 | $1.01M | 0.00% | +57,699 | New |
| Clough Capital Partners L P | 60,542 | $1.06M | 0.12% | −36,223−37.4% | Reduced |
| Cyndeo Wealth Partners, LLC | 63,894 | $1.12M | 0.09% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 67,284 | $1.17M | 0.55% | +7,803+13.1% | Added |
| City of London Investment Management Co Ltd | 68,971 | $1.20M | 0.10% | +41,971+155.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 69,451 | $1.21M | 0.00% | −4,506−6.1% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 70,138 | $1.22M | 0.43% | +10,844+18.3% | Added |
| NWF Advisory Services Inc. | 70,342 | $1.23M | 0.20% | +6,208+9.7% | Added |
| Oppenheimer & Co Inc | 70,529 | $1.23M | 0.02% | −42,858−37.8% | Reduced |
| Nine Masts Capital Ltd | 77,325 | $1.35M | 0.41% | +77,325 | New |
| Landscape Capital Management, L.L.C. | 80,780 | $1.41M | 0.12% | −87,031−51.9% | Reduced |
| Goldman Sachs Group Inc | 81,145 | $1.42M | 0.00% | +81,145 | New |
| Commonwealth Equity Services, LLC | 81,462 | $1.42M | 0.00% | −1,212−1.5% | Reduced |
| National Asset Management, Inc. | 90,160 | $1.58M | 0.04% | +19,719+28.0% | Added |
| Quantedge Capital Pte Ltd | 92,100 | $1.61M | 0.58% | −48,700−34.6% | Reduced |
| WNY Asset Management, LLC | 93,993 | $1.64M | 0.22% | +67,699+257.5% | Added |
| Quarry LP | 94,547 | $1.65M | 0.69% | −95,137−50.2% | Reduced |
| Cohen & Steers, Inc. | 107,573 | $1.88M | 0.00% | +47,000+77.6% | Added |
| Advisor Group Holdings, Inc. | 110,095 | $1.92M | 0.00% | −32,254−22.7% | Reduced |
| Boothbay Fund Management, LLC | 121,686 | $2.12M | 0.07% | −251,579−67.4% | Reduced |
| UBS Group AG | 129,831 | $2.27M | 0.00% | −14,274−9.9% | Reduced |
| Advisors Asset Management, Inc. | 130,302 | $2.28M | 0.04% | +3,207+2.5% | Added |
| LPL Financial LLC | 147,026 | $2.57M | 0.00% | −5,256−3.5% | Reduced |
| Janney Montgomery Scott LLC | 157,650 | $2.75M | 0.01% | −5,336−3.3% | Reduced |
| Cetera Investment Advisers | 161,400 | $2.82M | 0.01% | −15,808−8.9% | Reduced |