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, Q4 2024
Institutional positions in abrdn Healthcare Investors as of Dec 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
- 119
- +2 vs. Q3 2024
- Shares held
- 12.2M
- +54.7K (+0.4%) vs. Q3 2024
- Total value
- $196.7M
- −$31.5M (−13.8%) vs. Q3 2024
- New holders
- 24
- 36 more added
- Sold out
- 22
- 26 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding abrdn Healthcare Investors; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 3,217,921 | $51.6M | 0.00% | −128,246−3.8% | Reduced |
| Saba Capital Management, L.P. | 1,971,659 | $31.6M | 0.80% | −900,303−31.3% | Reduced |
| Raymond James Financial Inc | 937,656 | $15.0M | 0.01% | +937,656 | New |
| Penserra Capital Management LLC | 929,755 | $14.9M | 0.27% | +62,626+7.2% | Added |
| Royal Bank of Canada | 434,385 | $6.97M | 0.00% | +3,876+0.9% | Added |
| Ameriprise Financial Inc | 287,607 | $4.62M | 0.00% | +27,043+10.4% | Added |
| LPL Financial LLC | 282,020 | $4.53M | 0.00% | +111,383+65.3% | Added |
| Needham Investment Management LLC | 255,078 | $4.09M | 0.32% | 00.0% | Unchanged |
| Bank of America Corp | 220,516 | $3.54M | 0.00% | +25,805+13.3% | Added |
| Advisors Asset Management, Inc. | 207,797 | $3.34M | 0.06% | +29,977+16.9% | Added |
| First Trust Advisors LP | 177,740 | $2.85M | 0.00% | +9,819+5.8% | Added |
| Oppenheimer & Co Inc | 174,268 | $2.80M | 0.04% | +84,731+94.6% | Added |
| Janney Montgomery Scott LLC | 152,449 | $2.45M | 0.01% | −3,183−2.0% | Reduced |
| Sage Capital Management, LLC | 151,944 | $2.44M | 1.23% | −51,892−25.5% | Reduced |
| UBS Group AG | 150,168 | $2.41M | 0.00% | +7,401+5.2% | Added |
| WNY Asset Management, LLC | 144,653 | $2.32M | 0.29% | +14,065+10.8% | Added |
| Wolverine Asset Management LLC | 136,831 | $2.20M | 0.04% | +136,831 | New |
| Advisor Group Holdings, Inc. | 133,831 | $2.15M | 0.00% | +21,131+18.7% | Added |
| Smith Asset Management Co., LLC | 123,081 | $1.98M | 1.92% | +123,081 | New |
| Absolute Investment Advisers LLC | 111,297 | $1.79M | 0.23% | −117,659−51.4% | Reduced |
| Cohen & Steers, Inc. | 107,573 | $1.73M | 0.00% | 00.0% | Unchanged |
| CNH Partners LLC | 101,121 | $1.62M | 0.04% | −165,408−62.1% | Reduced |
| Baird Financial Group, Inc. | 97,843 | $1.57M | 0.00% | +30,451+45.2% | Added |
| Commonwealth Equity Services, LLC | 86,279 | $1.39M | 0.00% | +3,409+4.1% | Added |
| Kestra Advisory Services, LLC | 83,046 | $1.33M | 0.01% | +43,356+109.2% | Added |
| Samalin Investment Counsel, LLC | 72,844 | $1.17M | 0.50% | +4,875+7.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 70,628 | $1.13M | 0.00% | −540−0.8% | Reduced |
| City of London Investment Management Co Ltd | 62,415 | $1.00M | 0.10% | 00.0% | Unchanged |
| Triumph Capital Management | 61,217 | $982.5K | 0.34% | +15,057+32.6% | Added |
| Sanctuary Advisors, LLC | 54,129 | $976.5K | 0.01% | −4,792−8.1% | Reduced |
| Matrix Private Capital Group LLC | 57,200 | $953.5K | 0.54% | 00.0% | Unchanged |
| Readystate Asset Management LP | 55,790 | $895.4K | 0.04% | +55,790 | New |
| Kingswood Wealth Advisors, LLC | 54,531 | $875.2K | 0.07% | +21,212+63.7% | Added |
| AE Wealth Management LLC | 47,139 | $756.6K | 0.01% | +1,867+4.1% | Added |
| Cetera Investment Advisers | 46,695 | $749.5K | 0.00% | −135,085−74.3% | Reduced |
| Quarry LP | 44,240 | $710.1K | 0.14% | −29,884−40.3% | Reduced |
| GWM Advisors LLC | 41,959 | $673.4K | 0.00% | −117−0.3% | Reduced |
| National Asset Management, Inc. | 39,987 | $666.6K | 0.02% | −713−1.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 38,308 | $614.8K | 0.04% | −25,586−40.0% | Reduced |
| Guggenheim Capital LLC | 36,934 | $592.8K | 0.00% | +4,313+13.2% | Added |
| Prevail Innovative Wealth Advisors, LLC | 36,787 | $590.4K | 0.17% | +36,787 | New |
| Blue Bell Private Wealth Management, LLC | 35,942 | $576.9K | 0.11% | +3,274+10.0% | Added |
| Landscape Capital Management, L.L.C. | 35,688 | $572.8K | 0.06% | +35,688 | New |
| Private Advisor Group, LLC | 34,682 | $556.6K | 0.00% | −4,122−10.6% | Reduced |
| Nations Financial Group Inc, | 34,664 | $556.4K | 0.04% | −500−1.4% | Reduced |
| Rivernorth Capital Management, LLC | 32,535 | $522.2K | 0.03% | +32,535 | New |
| Clough Capital Partners L P | 31,187 | $500.6K | 0.06% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 30,071 | $482.6K | 0.00% | +3,562+13.4% | Added |
| Invesco Ltd. | 29,983 | $481.2K | 0.00% | +1,884+6.7% | Added |
| Walleye Capital LLC | 29,749 | $477.5K | 0.00% | +29,749 | New |
| Stephens Inc | 28,849 | $463.0K | 0.01% | −346−1.2% | Reduced |
| Rockefeller Capital Management L.P. | 25,014 | $401.5K | 0.00% | +11,000+78.5% | Added |
| Atomi Financial Group, Inc. | 24,920 | $400.0K | 0.02% | +1,680+7.2% | Added |
| Wedbush Securities Inc | 23,938 | $384.0K | 0.01% | −634−2.6% | Reduced |
| Uhlmann Price Securities, LLC | 23,718 | $380.7K | 0.29% | −3,241−12.0% | Reduced |
| Ashton Thomas Securities, LLC | 23,353 | $374.8K | 0.10% | −1,768−7.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 22,358 | $358.8K | 0.00% | +3,737+20.1% | Added |
| Sage Capital Advisors,llc | 22,041 | $353.8K | 0.09% | −6,692−23.3% | Reduced |
| Quantedge Capital Pte Ltd | 19,500 | $313.0K | 0.11% | −1,000−4.9% | Reduced |
| Jane Street Group, LLC | 17,790 | $285.5K | 0.00% | +17,790 | New |
| Capital Investment Advisory Services, LLC | 16,368 | $262.7K | 0.03% | +200+1.2% | Added |
| Independent Advisor Alliance | 15,163 | $243.4K | 0.00% | +15,163 | New |
| Stifel Financial Corp | 13,975 | $224.3K | 0.00% | +3,900+38.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 13,404 | $220.1K | 0.00% | +13,404 | New |
| Independent Financial Group, LLC | 12,661 | $203.2K | 0.01% | −4,529−26.3% | Reduced |
| Stratos Wealth Partners, LTD. | 11,648 | $187.0K | 0.00% | +11,648 | New |
| Truist Financial Corp | 11,122 | $178.5K | 0.00% | −1,707−13.3% | Reduced |
| Moloney Securities Asset Management, LLC | 10,945 | $175.7K | 0.02% | +312+2.9% | Added |
| Goldman Sachs Group Inc | 10,944 | $175.7K | 0.00% | +8+0.1% | Added |
| Milestone Asset Management, LLC | 10,531 | $169.0K | 0.04% | −1,800−14.6% | Reduced |
| IFP Advisors, Inc | 9,099 | $146.0K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 7,527 | $120.8K | 0.01% | +7,527 | New |
| Comerica Bank | 7,504 | $120.4K | 0.00% | +1,105+17.3% | Added |
| CoreCap Advisors, LLC | 7,262 | $116.6K | 0.01% | +4,629+175.8% | Added |
| SOA Wealth Advisors, LLC. | 5,837 | $93.7K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5,289 | $84.9K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5,000 | $80.3K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 4,397 | $70.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,045 | $64.9K | 0.00% | +917+29.3% | Added |
| Wells Fargo & Company | 3,868 | $62.1K | 0.00% | −5,009−56.4% | Reduced |
| Sunbelt Securities, Inc. | 3,086 | $50.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,000 | $48.1K | 0.00% | +3,000 | New |
| FNY Investment Advisers, LLC | 3,003 | $48.0K | 0.02% | +3,003 | New |
| North Star Investment Management Corp. | 2,674 | $42.9K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,496 | $40.1K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,024 | $33.7K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,814 | $29.1K | 0.02% | +1,814 | New |
| Brown, Lisle/Cummings, Inc. | 1,600 | $25.7K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,596 | $25.6K | 0.00% | −14,602−90.1% | Reduced |
| Optimum Investment Advisors | 1,350 | $21.7K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 1,275 | $20.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,093 | $19.0K | 0.00% | +656+150.1% | Added |
| Creative Planning | 1,150 | $18.5K | 0.00% | +1,150 | New |
| Ransom Advisory, Ltd | 1,082 | $17.4K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 1,021 | $16.4K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 1,000 | $16.1K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 864 | $13.9K | 0.00% | +864 | New |
| Jones Financial Companies LLLP | 724 | $11.6K | 0.00% | +389+116.1% | Added |
| Bryn Mawr Trust Co | 590 | $9.47K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 546 | $8.76K | 0.00% | +546 | New |