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 |
|---|---|---|---|---|---|
| Householder Group Estate & Retirement Specialist, LLC | 13 | $0 | 0.00% | +13 | New |
| JFS Wealth Advisors, LLC | 3 | $56 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4 | $74 | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 4 | $82 | 0.00% | +4 | New |
| Harbour Investments, Inc. | 16 | $289 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 24 | $447 | 0.00% | −752−96.9% | Reduced |
| Geneos Wealth Management Inc. | 31 | $577 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 46 | $857 | 0.00% | +46 | New |
| Addison Advisors LLC | 53 | $987 | 0.00% | +53 | New |
| Global Retirement Partners, LLC | 71 | $1.32K | 0.00% | +2+2.9% | Added |
| Mattson Financial Services, LLC | 200 | $3.49K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 237 | $4.14K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 245 | $4.56K | 0.00% | +245 | New |
| CWM, LLC | 310 | $6.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 329 | $6.11K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 335 | $6.22K | 0.00% | +335 | New |
| JPMorgan Chase & Co | 359 | $6.68K | 0.00% | +1+0.3% | Added |
| Montag A & Associates Inc | 380 | $7.08K | 0.00% | +380 | New |
| Gen-Wealth Partners Inc | 395 | $7.17K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 416 | $7.75K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 437 | $8.14K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 535 | $9.96K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 590 | $11.0K | 0.00% | +590 | New |
| Founders Capital Management | 1,000 | $18.6K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 1,021 | $19.0K | 0.00% | +30+3.0% | Added |
| Ransom Advisory, Ltd | 1,082 | $20.1K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 1,275 | $23.7K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,350 | $25.1K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,600 | $29.8K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,024 | $37.7K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,496 | $46.5K | 0.01% | +2,496 | New |
| CoreCap Advisors, LLC | 2,633 | $49.0K | 0.00% | +945+56.0% | Added |
| North Star Investment Management Corp. | 2,674 | $49.8K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 3,039 | $56.6K | 0.01% | +3,039 | New |
| Sunbelt Securities, Inc. | 3,086 | $57.5K | 0.01% | −210−6.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,128 | $58.2K | 0.00% | +93+3.1% | Added |
| TD Private Client Wealth LLC | 3,538 | $65.9K | 0.00% | +3,538 | New |
| Cullen/Frost Bankers, Inc. | 4,397 | $81.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5,000 | $93.1K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5,289 | $98.5K | 0.01% | −490−8.5% | Reduced |
| SOA Wealth Advisors, LLC. | 5,837 | $108.7K | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 6,399 | $119.1K | 0.00% | −204−3.1% | Reduced |
| Wells Fargo & Company | 8,877 | $165.3K | 0.00% | +7,667+633.6% | Added |
| IFP Advisors, Inc | 9,099 | $169.4K | 0.01% | −4,245−31.8% | Reduced |
| Main Street Financial Solutions, LLC | 10,032 | $186.8K | 0.02% | +10,032 | New |
| Stifel Financial Corp | 10,075 | $187.6K | 0.00% | +10,075 | New |
| Atria Wealth Solutions, Inc. | 10,174 | $189.4K | 0.00% | −410−3.9% | Reduced |
| Moloney Securities Asset Management, LLC | 10,633 | $198.0K | 0.03% | +337+3.3% | Added |
| Integrated Wealth Concepts LLC | 10,755 | $200.3K | 0.00% | −230−2.1% | Reduced |
| Teamwork Financial Advisors, LLC | 10,785 | $200.8K | 0.03% | +10,785 | New |
| Goldman Sachs Group Inc | 10,936 | $203.6K | 0.00% | −70,209−86.5% | Reduced |
| Atlantic Union Bankshares Corp | 11,503 | $214.2K | 0.01% | −300−2.5% | Reduced |
| Milestone Asset Management, LLC | 12,331 | $229.6K | 0.05% | −897−6.8% | Reduced |
| Truist Financial Corp | 12,829 | $238.9K | 0.00% | +99+0.8% | Added |
| Rockefeller Capital Management L.P. | 14,014 | $261.0K | 0.00% | +14,014 | New |
| Millennium Management LLC | 14,581 | $271.5K | 0.00% | −12,407−46.0% | Reduced |
| Apollon Wealth Management, LLC | 14,697 | $273.7K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 16,168 | $301.0K | 0.03% | −243−1.5% | Reduced |
| The PNC Financial Services Group, Inc. | 16,198 | $301.6K | 0.00% | −710−4.2% | Reduced |
| Independent Financial Group, LLC | 17,190 | $320.1K | 0.01% | −3,795−18.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 18,621 | $346.7K | 0.00% | +1,962+11.8% | Added |
| MONECO Advisors, LLC | 19,367 | $360.6K | 0.04% | +19,367 | New |
| Quantedge Capital Pte Ltd | 20,500 | $381.7K | 0.11% | −71,600−77.7% | Reduced |
| Stockman Wealth Management, Inc. | 21,944 | $408.6K | 0.06% | −1,765−7.4% | Reduced |
| Atomi Financial Group, Inc. | 23,240 | $432.7K | 0.03% | −217−0.9% | Reduced |
| Bank of New York Mellon Corp | 24,002 | $446.9K | 0.00% | 00.0% | Unchanged |
| Claro Advisors LLC | 24,370 | $453.8K | 0.06% | −327−1.3% | Reduced |
| Wedbush Securities Inc | 24,572 | $458.0K | 0.02% | +308+1.3% | Added |
| Ashton Thomas Securities, LLC | 25,121 | $467.8K | 0.09% | +754+3.1% | Added |
| HighTower Advisors, LLC | 26,509 | $493.0K | 0.00% | +3,220+13.8% | Added |
| Mercer Global Advisors Inc | 26,587 | $494.0K | 0.00% | +58+0.2% | Added |
| Uhlmann Price Securities, LLC | 26,959 | $502.0K | 0.40% | +26,959 | New |
| Invesco Ltd. | 28,099 | $523.2K | 0.00% | +2,187+8.4% | Added |
| Sage Capital Advisors,llc | 28,733 | $535.0K | 0.14% | +1,289+4.7% | Added |
| Stephens Inc | 29,195 | $543.6K | 0.01% | −3,531−10.8% | Reduced |
| Clough Capital Partners L P | 31,187 | $580.7K | 0.06% | −29,355−48.5% | Reduced |
| Guggenheim Capital LLC | 32,621 | $607.4K | 0.00% | −11,770−26.5% | Reduced |
| Blue Bell Private Wealth Management, LLC | 32,668 | $608.3K | 0.12% | +2,400+7.9% | Added |
| Kingswood Wealth Advisors, LLC | 33,319 | $620.4K | 0.04% | +33,319 | New |
| Nations Financial Group Inc, | 35,164 | $654.8K | 0.05% | −246−0.7% | Reduced |
| Private Advisor Group, LLC | 38,804 | $722.5K | 0.00% | +1,356+3.6% | Added |
| Kestra Advisory Services, LLC | 39,690 | $739.0K | 0.00% | +2,641+7.1% | Added |
| National Asset Management, Inc. | 40,700 | $754.6K | 0.02% | −49,460−54.9% | Reduced |
| GWM Advisors LLC | 42,076 | $783.5K | 0.01% | −784−1.8% | Reduced |
| All Season Financial Advisors, Inc. | 42,867 | $798.2K | 0.68% | +20,845+94.7% | Added |
| AE Wealth Management LLC | 45,272 | $843.0K | 0.01% | −1,661−3.5% | Reduced |
| Nine Masts Capital Ltd | 45,939 | $855.4K | 0.40% | −31,386−40.6% | Reduced |
| Triumph Capital Management | 46,160 | $859.5K | 0.31% | +46,160 | New |
| Sanctuary Advisors, LLC | 58,921 | $1.02M | 0.01% | +544+0.9% | Added |
| Matrix Private Capital Group LLC | 57,200 | $1.07M | 0.61% | −100−0.2% | Reduced |
| City of London Investment Management Co Ltd | 62,415 | $1.16M | 0.10% | −6,556−9.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 63,894 | $1.19M | 0.08% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 67,392 | $1.25M | 0.00% | +9,693+16.8% | Added |
| Samalin Investment Counsel, LLC | 67,969 | $1.27M | 0.55% | +685+1.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 71,168 | $1.32M | 0.00% | +1,717+2.5% | Added |
| Quarry LP | 74,124 | $1.38M | 0.42% | −20,423−21.6% | Reduced |
| NWF Advisory Services Inc. | 75,471 | $1.41M | 0.20% | +5,129+7.3% | Added |
| Commonwealth Equity Services, LLC | 82,870 | $1.54M | 0.00% | +1,408+1.7% | Added |
| Oppenheimer & Co Inc | 89,537 | $1.67M | 0.03% | +19,008+27.0% | Added |
| International Assets Investment Management, LLC | 36,619 | $1.97M | 0.01% | +36,619 | New |