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 |
|---|---|---|---|---|---|
| Householder Group Estate & Retirement Specialist, LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 13 | $0 | 0.00% | +13 | New |
| JFS Wealth Advisors, LLC | 3 | $49 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4 | $64 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 16 | $249 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 24 | $385 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 71 | $1.14K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 99 | $1.59K | 0.00% | +99 | New |
| Ronald Blue Trust, Inc. | 237 | $3.80K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 253 | $4.06K | 0.00% | +8+3.3% | Added |
| Wingate Wealth Advisors, Inc. | 300 | $4.82K | 0.00% | +300 | New |
| CWM, LLC | 310 | $5.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 346 | $5.55K | 0.00% | +346 | New |
| Montag A & Associates Inc | 380 | $6.10K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 395 | $6.34K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 416 | $6.68K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 433 | $6.95K | 0.01% | +433 | New |
| JPMorgan Chase & Co | 534 | $8.57K | 0.00% | +175+48.7% | Added |
| Spire Wealth Management | 535 | $8.59K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 546 | $8.76K | 0.00% | +546 | New |
| Bryn Mawr Trust Co | 590 | $9.47K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 724 | $11.6K | 0.00% | +389+116.1% | Added |
| Transce3nd, LLC | 864 | $13.9K | 0.00% | +864 | New |
| Founders Capital Management | 1,000 | $16.1K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 1,021 | $16.4K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 1,082 | $17.4K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 1,150 | $18.5K | 0.00% | +1,150 | New |
| Allworth Financial LP | 1,093 | $19.0K | 0.00% | +656+150.1% | Added |
| US Bancorp | 1,275 | $20.5K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,350 | $21.7K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,596 | $25.6K | 0.00% | −14,602−90.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,600 | $25.7K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,814 | $29.1K | 0.02% | +1,814 | New |
| Bartlett & Co. Wealth Management LLC | 2,024 | $33.7K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,496 | $40.1K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,674 | $42.9K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 3,003 | $48.0K | 0.02% | +3,003 | New |
| Brown Brothers Harriman & Co | 3,000 | $48.1K | 0.00% | +3,000 | New |
| Sunbelt Securities, Inc. | 3,086 | $50.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 3,868 | $62.1K | 0.00% | −5,009−56.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,045 | $64.9K | 0.00% | +917+29.3% | Added |
| Cullen/Frost Bankers, Inc. | 4,397 | $70.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5,000 | $80.3K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5,289 | $84.9K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5,837 | $93.7K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 7,262 | $116.6K | 0.01% | +4,629+175.8% | Added |
| Comerica Bank | 7,504 | $120.4K | 0.00% | +1,105+17.3% | Added |
| Elequin Capital LP | 7,527 | $120.8K | 0.01% | +7,527 | New |
| IFP Advisors, Inc | 9,099 | $146.0K | 0.00% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 10,531 | $169.0K | 0.04% | −1,800−14.6% | Reduced |
| Goldman Sachs Group Inc | 10,944 | $175.7K | 0.00% | +8+0.1% | Added |
| Moloney Securities Asset Management, LLC | 10,945 | $175.7K | 0.02% | +312+2.9% | Added |
| Truist Financial Corp | 11,122 | $178.5K | 0.00% | −1,707−13.3% | Reduced |
| Stratos Wealth Partners, LTD. | 11,648 | $187.0K | 0.00% | +11,648 | New |
| Independent Financial Group, LLC | 12,661 | $203.2K | 0.01% | −4,529−26.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 13,404 | $220.1K | 0.00% | +13,404 | New |
| Stifel Financial Corp | 13,975 | $224.3K | 0.00% | +3,900+38.7% | Added |
| Independent Advisor Alliance | 15,163 | $243.4K | 0.00% | +15,163 | New |
| Capital Investment Advisory Services, LLC | 16,368 | $262.7K | 0.03% | +200+1.2% | Added |
| Jane Street Group, LLC | 17,790 | $285.5K | 0.00% | +17,790 | New |
| Quantedge Capital Pte Ltd | 19,500 | $313.0K | 0.11% | −1,000−4.9% | Reduced |
| Sage Capital Advisors,llc | 22,041 | $353.8K | 0.09% | −6,692−23.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 22,358 | $358.8K | 0.00% | +3,737+20.1% | Added |
| Ashton Thomas Securities, LLC | 23,353 | $374.8K | 0.10% | −1,768−7.0% | Reduced |
| Uhlmann Price Securities, LLC | 23,718 | $380.7K | 0.29% | −3,241−12.0% | Reduced |
| Wedbush Securities Inc | 23,938 | $384.0K | 0.01% | −634−2.6% | Reduced |
| Atomi Financial Group, Inc. | 24,920 | $400.0K | 0.02% | +1,680+7.2% | Added |
| Rockefeller Capital Management L.P. | 25,014 | $401.5K | 0.00% | +11,000+78.5% | Added |
| Stephens Inc | 28,849 | $463.0K | 0.01% | −346−1.2% | Reduced |
| Walleye Capital LLC | 29,749 | $477.5K | 0.00% | +29,749 | New |
| Invesco Ltd. | 29,983 | $481.2K | 0.00% | +1,884+6.7% | Added |
| HighTower Advisors, LLC | 30,071 | $482.6K | 0.00% | +3,562+13.4% | Added |
| Clough Capital Partners L P | 31,187 | $500.6K | 0.06% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 32,535 | $522.2K | 0.03% | +32,535 | New |
| Nations Financial Group Inc, | 34,664 | $556.4K | 0.04% | −500−1.4% | Reduced |
| Private Advisor Group, LLC | 34,682 | $556.6K | 0.00% | −4,122−10.6% | Reduced |
| Landscape Capital Management, L.L.C. | 35,688 | $572.8K | 0.06% | +35,688 | New |
| Blue Bell Private Wealth Management, LLC | 35,942 | $576.9K | 0.11% | +3,274+10.0% | Added |
| Prevail Innovative Wealth Advisors, LLC | 36,787 | $590.4K | 0.17% | +36,787 | New |
| Guggenheim Capital LLC | 36,934 | $592.8K | 0.00% | +4,313+13.2% | Added |
| Cyndeo Wealth Partners, LLC | 38,308 | $614.8K | 0.04% | −25,586−40.0% | Reduced |
| National Asset Management, Inc. | 39,987 | $666.6K | 0.02% | −713−1.8% | Reduced |
| GWM Advisors LLC | 41,959 | $673.4K | 0.00% | −117−0.3% | Reduced |
| Quarry LP | 44,240 | $710.1K | 0.14% | −29,884−40.3% | Reduced |
| Cetera Investment Advisers | 46,695 | $749.5K | 0.00% | −135,085−74.3% | Reduced |
| AE Wealth Management LLC | 47,139 | $756.6K | 0.01% | +1,867+4.1% | Added |
| Kingswood Wealth Advisors, LLC | 54,531 | $875.2K | 0.07% | +21,212+63.7% | Added |
| Readystate Asset Management LP | 55,790 | $895.4K | 0.04% | +55,790 | New |
| Matrix Private Capital Group LLC | 57,200 | $953.5K | 0.54% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 54,129 | $976.5K | 0.01% | −4,792−8.1% | Reduced |
| Triumph Capital Management | 61,217 | $982.5K | 0.34% | +15,057+32.6% | Added |
| City of London Investment Management Co Ltd | 62,415 | $1.00M | 0.10% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 70,628 | $1.13M | 0.00% | −540−0.8% | Reduced |
| Samalin Investment Counsel, LLC | 72,844 | $1.17M | 0.50% | +4,875+7.2% | Added |
| Kestra Advisory Services, LLC | 83,046 | $1.33M | 0.01% | +43,356+109.2% | Added |
| Commonwealth Equity Services, LLC | 86,279 | $1.39M | 0.00% | +3,409+4.1% | Added |
| Baird Financial Group, Inc. | 97,843 | $1.57M | 0.00% | +30,451+45.2% | Added |
| CNH Partners LLC | 101,121 | $1.62M | 0.04% | −165,408−62.1% | Reduced |
| Cohen & Steers, Inc. | 107,573 | $1.73M | 0.00% | 00.0% | Unchanged |
| Absolute Investment Advisers LLC | 111,297 | $1.79M | 0.23% | −117,659−51.4% | Reduced |