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, Q3 2024
Institutional positions in abrdn Healthcare Investors as of Sep 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
- 121
- +9 vs. Q2 2024
- Shares held
- 13.0M
- +301.9K (+2.4%) vs. Q2 2024
- Total value
- $243.8M
- +$21.7M (+9.7%) vs. Q2 2024
- New holders
- 21
- 39 more added
- Sold out
- 12
- 35 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding abrdn Healthcare Investors; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 3,346,167 | $62.3M | 0.00% | +174,112+5.5% | Added |
| Saba Capital Management, L.P. | 2,871,962 | $53.5M | 1.17% | −436,411−13.2% | Reduced |
| Penserra Capital Management LLC | 867,129 | $16.1M | 0.35% | +867,129 | New |
| Raymond James Financial Services Advisors, Inc. | 434,856 | $8.10M | 0.01% | +176,667+68.4% | Added |
| Royal Bank of Canada | 430,509 | $8.02M | 0.00% | −2,403−0.6% | Reduced |
| Raymond James & Associates | 355,205 | $6.61M | 0.00% | +157,618+79.8% | Added |
| CNH Partners LLC | 266,529 | $4.96M | 0.12% | −149,277−35.9% | Reduced |
| Ameriprise Financial Inc | 260,564 | $4.85M | 0.00% | −14,031−5.1% | Reduced |
| Needham Investment Management LLC | 255,078 | $4.75M | 0.36% | +7,729+3.1% | Added |
| Absolute Investment Advisers LLC | 228,956 | $4.26M | 0.58% | −24,573−9.7% | Reduced |
| Sage Capital Management, LLC | 203,836 | $3.80M | 1.82% | +2,871+1.4% | Added |
| Bank of America Corp | 194,711 | $3.63M | 0.00% | +4,947+2.6% | Added |
| Cetera Investment Advisers | 181,780 | $3.38M | 0.01% | +20,380+12.6% | Added |
| Advisors Asset Management, Inc. | 177,820 | $3.31M | 0.06% | +47,518+36.5% | Added |
| LPL Financial LLC | 170,637 | $3.18M | 0.00% | +23,611+16.1% | Added |
| First Trust Advisors LP | 167,921 | $3.13M | 0.00% | +255+0.2% | Added |
| Janney Montgomery Scott LLC | 155,632 | $2.90M | 0.01% | −2,018−1.3% | Reduced |
| UBS Group AG | 142,767 | $2.66M | 0.00% | +12,936+10.0% | Added |
| WNY Asset Management, LLC | 130,588 | $2.43M | 0.28% | +36,595+38.9% | Added |
| Advisor Group Holdings, Inc. | 112,700 | $2.10M | 0.00% | +2,605+2.4% | Added |
| Cohen & Steers, Inc. | 107,573 | $2.00M | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 36,619 | $1.97M | 0.01% | +36,619 | New |
| Oppenheimer & Co Inc | 89,537 | $1.67M | 0.03% | +19,008+27.0% | Added |
| Commonwealth Equity Services, LLC | 82,870 | $1.54M | 0.00% | +1,408+1.7% | Added |
| NWF Advisory Services Inc. | 75,471 | $1.41M | 0.20% | +5,129+7.3% | Added |
| Quarry LP | 74,124 | $1.38M | 0.42% | −20,423−21.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 71,168 | $1.32M | 0.00% | +1,717+2.5% | Added |
| Samalin Investment Counsel, LLC | 67,969 | $1.27M | 0.55% | +685+1.0% | Added |
| Baird Financial Group, Inc. | 67,392 | $1.25M | 0.00% | +9,693+16.8% | Added |
| Cyndeo Wealth Partners, LLC | 63,894 | $1.19M | 0.08% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 62,415 | $1.16M | 0.10% | −6,556−9.5% | Reduced |
| Matrix Private Capital Group LLC | 57,200 | $1.07M | 0.61% | −100−0.2% | Reduced |
| Sanctuary Advisors, LLC | 58,921 | $1.02M | 0.01% | +544+0.9% | Added |
| Triumph Capital Management | 46,160 | $859.5K | 0.31% | +46,160 | New |
| Nine Masts Capital Ltd | 45,939 | $855.4K | 0.40% | −31,386−40.6% | Reduced |
| AE Wealth Management LLC | 45,272 | $843.0K | 0.01% | −1,661−3.5% | Reduced |
| All Season Financial Advisors, Inc. | 42,867 | $798.2K | 0.68% | +20,845+94.7% | Added |
| GWM Advisors LLC | 42,076 | $783.5K | 0.01% | −784−1.8% | Reduced |
| National Asset Management, Inc. | 40,700 | $754.6K | 0.02% | −49,460−54.9% | Reduced |
| Kestra Advisory Services, LLC | 39,690 | $739.0K | 0.00% | +2,641+7.1% | Added |
| Private Advisor Group, LLC | 38,804 | $722.5K | 0.00% | +1,356+3.6% | Added |
| Nations Financial Group Inc, | 35,164 | $654.8K | 0.05% | −246−0.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 33,319 | $620.4K | 0.04% | +33,319 | New |
| Blue Bell Private Wealth Management, LLC | 32,668 | $608.3K | 0.12% | +2,400+7.9% | Added |
| Guggenheim Capital LLC | 32,621 | $607.4K | 0.00% | −11,770−26.5% | Reduced |
| Clough Capital Partners L P | 31,187 | $580.7K | 0.06% | −29,355−48.5% | Reduced |
| Stephens Inc | 29,195 | $543.6K | 0.01% | −3,531−10.8% | Reduced |
| Sage Capital Advisors,llc | 28,733 | $535.0K | 0.14% | +1,289+4.7% | Added |
| Invesco Ltd. | 28,099 | $523.2K | 0.00% | +2,187+8.4% | Added |
| Uhlmann Price Securities, LLC | 26,959 | $502.0K | 0.40% | +26,959 | New |
| Mercer Global Advisors Inc | 26,587 | $494.0K | 0.00% | +58+0.2% | Added |
| HighTower Advisors, LLC | 26,509 | $493.0K | 0.00% | +3,220+13.8% | Added |
| Ashton Thomas Securities, LLC | 25,121 | $467.8K | 0.09% | +754+3.1% | Added |
| Wedbush Securities Inc | 24,572 | $458.0K | 0.02% | +308+1.3% | Added |
| Claro Advisors LLC | 24,370 | $453.8K | 0.06% | −327−1.3% | Reduced |
| Bank of New York Mellon Corp | 24,002 | $446.9K | 0.00% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 23,240 | $432.7K | 0.03% | −217−0.9% | Reduced |
| Stockman Wealth Management, Inc. | 21,944 | $408.6K | 0.06% | −1,765−7.4% | Reduced |
| Quantedge Capital Pte Ltd | 20,500 | $381.7K | 0.11% | −71,600−77.7% | Reduced |
| MONECO Advisors, LLC | 19,367 | $360.6K | 0.04% | +19,367 | New |
| Steward Partners Investment Advisory, LLC | 18,621 | $346.7K | 0.00% | +1,962+11.8% | Added |
| Independent Financial Group, LLC | 17,190 | $320.1K | 0.01% | −3,795−18.1% | Reduced |
| The PNC Financial Services Group, Inc. | 16,198 | $301.6K | 0.00% | −710−4.2% | Reduced |
| Capital Investment Advisory Services, LLC | 16,168 | $301.0K | 0.03% | −243−1.5% | Reduced |
| Apollon Wealth Management, LLC | 14,697 | $273.7K | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 14,581 | $271.5K | 0.00% | −12,407−46.0% | Reduced |
| Rockefeller Capital Management L.P. | 14,014 | $261.0K | 0.00% | +14,014 | New |
| Truist Financial Corp | 12,829 | $238.9K | 0.00% | +99+0.8% | Added |
| Milestone Asset Management, LLC | 12,331 | $229.6K | 0.05% | −897−6.8% | Reduced |
| Atlantic Union Bankshares Corp | 11,503 | $214.2K | 0.01% | −300−2.5% | Reduced |
| Goldman Sachs Group Inc | 10,936 | $203.6K | 0.00% | −70,209−86.5% | Reduced |
| Teamwork Financial Advisors, LLC | 10,785 | $200.8K | 0.03% | +10,785 | New |
| Integrated Wealth Concepts LLC | 10,755 | $200.3K | 0.00% | −230−2.1% | Reduced |
| Moloney Securities Asset Management, LLC | 10,633 | $198.0K | 0.03% | +337+3.3% | Added |
| Atria Wealth Solutions, Inc. | 10,174 | $189.4K | 0.00% | −410−3.9% | Reduced |
| Stifel Financial Corp | 10,075 | $187.6K | 0.00% | +10,075 | New |
| Main Street Financial Solutions, LLC | 10,032 | $186.8K | 0.02% | +10,032 | New |
| IFP Advisors, Inc | 9,099 | $169.4K | 0.01% | −4,245−31.8% | Reduced |
| Wells Fargo & Company | 8,877 | $165.3K | 0.00% | +7,667+633.6% | Added |
| Comerica Bank | 6,399 | $119.1K | 0.00% | −204−3.1% | Reduced |
| SOA Wealth Advisors, LLC. | 5,837 | $108.7K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5,289 | $98.5K | 0.01% | −490−8.5% | Reduced |
| EverSource Wealth Advisors, LLC | 5,000 | $93.1K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 4,397 | $81.9K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3,538 | $65.9K | 0.00% | +3,538 | New |
| Northwestern Mutual Wealth Management Co | 3,128 | $58.2K | 0.00% | +93+3.1% | Added |
| Sunbelt Securities, Inc. | 3,086 | $57.5K | 0.01% | −210−6.4% | Reduced |
| Northwest Investment Counselors, LLC | 3,039 | $56.6K | 0.01% | +3,039 | New |
| North Star Investment Management Corp. | 2,674 | $49.8K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,633 | $49.0K | 0.00% | +945+56.0% | Added |
| Truvestments Capital LLC | 2,496 | $46.5K | 0.01% | +2,496 | New |
| Bartlett & Co. Wealth Management LLC | 2,024 | $37.7K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,600 | $29.8K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,350 | $25.1K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 1,275 | $23.7K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 1,082 | $20.1K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 1,021 | $19.0K | 0.00% | +30+3.0% | Added |
| Founders Capital Management | 1,000 | $18.6K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 590 | $11.0K | 0.00% | +590 | New |
| Spire Wealth Management | 535 | $9.96K | 0.00% | 00.0% | Unchanged |