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, Q1 2025
Institutional positions in abrdn Healthcare Investors as of Mar 31, 2025. 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
- 106
- −11 vs. Q4 2024
- Shares held
- 11.8M
- −421.6K (−3.4%) vs. Q4 2024
- Total value
- $192.1M
- −$4.63M (−2.4%) vs. Q4 2024
- New holders
- 13
- 43 more added
- Sold out
- 24
- 26 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding abrdn Healthcare Investors; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 3,377,092 | $54.8M | 0.00% | +159,171+4.9% | Added |
| Saba Capital Management, L.P. | 1,201,396 | $19.5M | 0.54% | −770,263−39.1% | Reduced |
| Raymond James Financial Inc | 1,189,633 | $19.3M | 0.01% | +251,977+26.9% | Added |
| Penserra Capital Management LLC | 1,008,526 | $16.4M | 0.29% | +78,771+8.5% | Added |
| Royal Bank of Canada | 529,826 | $8.60M | 0.00% | +95,441+22.0% | Added |
| LPL Financial LLC | 350,961 | $5.70M | 0.00% | +68,941+24.4% | Added |
| Ameriprise Financial Inc | 322,578 | $5.24M | 0.00% | +34,971+12.2% | Added |
| Advisors Asset Management, Inc. | 265,222 | $4.31M | 0.08% | +57,425+27.6% | Added |
| Needham Investment Management LLC | 264,473 | $4.30M | 0.40% | +9,395+3.7% | Added |
| Bank of America Corp | 215,341 | $3.50M | 0.00% | −5,175−2.3% | Reduced |
| WNY Asset Management, LLC | 182,505 | $2.96M | 0.35% | +37,852+26.2% | Added |
| First Trust Advisors LP | 181,440 | $2.95M | 0.00% | +3,700+2.1% | Added |
| Janney Montgomery Scott LLC | 155,593 | $2.53M | 0.01% | +3,144+2.1% | Added |
| Oppenheimer & Co Inc | 143,001 | $2.32M | 0.04% | −31,267−17.9% | Reduced |
| UBS Group AG | 134,388 | $2.18M | 0.00% | −15,780−10.5% | Reduced |
| Advisor Group Holdings, Inc. | 129,293 | $2.10M | 0.00% | −4,538−3.4% | Reduced |
| Smith Asset Management Co., LLC | 120,719 | $1.96M | 1.85% | −2,362−1.9% | Reduced |
| Baird Financial Group, Inc. | 111,918 | $1.82M | 0.00% | +14,075+14.4% | Added |
| Cohen & Steers, Inc. | 107,573 | $1.75M | 0.00% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 98,681 | $1.60M | 0.23% | +98,681 | New |
| Kestra Advisory Services, LLC | 87,131 | $1.42M | 0.01% | +4,085+4.9% | Added |
| Commonwealth Equity Services, LLC | 83,950 | $1.36M | 0.00% | −2,329−2.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 83,775 | $1.36M | 0.00% | +13,147+18.6% | Added |
| Samalin Investment Counsel, LLC | 80,048 | $1.30M | 0.53% | +7,204+9.9% | Added |
| Sage Capital Management, LLC | 76,958 | $1.25M | 0.68% | −74,986−49.4% | Reduced |
| City of London Investment Management Co Ltd | 62,415 | $1.01M | 0.11% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 62,394 | $1.01M | 0.27% | +25,607+69.6% | Added |
| Triumph Capital Management | 57,317 | $930.8K | 0.31% | −3,900−6.4% | Reduced |
| Matrix Private Capital Group LLC | 54,900 | $924.2K | 0.55% | −2,300−4.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 54,915 | $891.8K | 0.08% | +384+0.7% | Added |
| Cetera Investment Advisers | 53,638 | $871.1K | 0.00% | +6,943+14.9% | Added |
| Private Advisor Group, LLC | 52,130 | $846.6K | 0.01% | +17,448+50.3% | Added |
| Wolverine Asset Management LLC | 47,265 | $767.6K | 0.01% | −89,566−65.5% | Reduced |
| Guggenheim Capital LLC | 46,902 | $761.7K | 0.01% | +9,968+27.0% | Added |
| AE Wealth Management LLC | 46,784 | $759.8K | 0.01% | −355−0.8% | Reduced |
| Invesco Ltd. | 46,400 | $753.5K | 0.00% | +16,417+54.8% | Added |
| GWM Advisors LLC | 43,233 | $702.1K | 0.00% | +1,274+3.0% | Added |
| Cyndeo Wealth Partners, LLC | 38,308 | $622.1K | 0.04% | 00.0% | Unchanged |
| National Asset Management, Inc. | 35,360 | $574.3K | 0.02% | −4,627−11.6% | Reduced |
| Nations Financial Group Inc, | 34,688 | $563.3K | 0.04% | +24+0.1% | Added |
| Blue Bell Private Wealth Management, LLC | 32,755 | $531.9K | 0.10% | −3,187−8.9% | Reduced |
| Rockefeller Capital Management L.P. | 32,000 | $519.7K | 0.00% | +6,986+27.9% | Added |
| Readystate Asset Management LP | 31,816 | $516.7K | 0.03% | −23,974−43.0% | Reduced |
| Stephens Inc | 29,029 | $471.4K | 0.01% | +180+0.6% | Added |
| Envestnet Asset Management Inc | 26,249 | $426.3K | 0.00% | +26,249 | New |
| Steward Partners Investment Advisory, LLC | 25,222 | $409.6K | 0.00% | +2,864+12.8% | Added |
| AlphaCore Capital LLC | 25,141 | $408.4K | 0.03% | +25,141 | New |
| Uhlmann Price Securities, LLC | 24,733 | $401.7K | 0.30% | +1,015+4.3% | Added |
| WESPAC Advisors, LLC | 24,591 | $399.4K | 0.33% | +24,591 | New |
| Wedbush Securities Inc | 24,117 | $392.0K | 0.01% | +179+0.7% | Added |
| Ashton Thomas Securities, LLC | 23,647 | $384.0K | 0.11% | +294+1.3% | Added |
| Sage Capital Advisors,llc | 23,165 | $376.2K | 0.10% | +1,124+5.1% | Added |
| Atomi Financial Group, Inc. | 22,668 | $368.1K | 0.02% | −2,252−9.0% | Reduced |
| HighTower Advisors, LLC | 16,762 | $272.2K | 0.00% | −13,309−44.3% | Reduced |
| Stifel Financial Corp | 16,345 | $265.5K | 0.00% | +2,370+17.0% | Added |
| Moloney Securities Asset Management, LLC | 16,324 | $265.1K | 0.04% | +5,379+49.1% | Added |
| Capital Investment Advisory Services, LLC | 16,257 | $264.0K | 0.02% | −111−0.7% | Reduced |
| Jane Street Group, LLC | 14,646 | $237.9K | 0.00% | −3,144−17.7% | Reduced |
| Milestone Asset Management, LLC | 13,746 | $223.2K | 0.05% | +3,215+30.5% | Added |
| RFG Advisory, LLC | 13,127 | $213.2K | 0.01% | +13,127 | New |
| Independent Financial Group, LLC | 13,025 | $211.5K | 0.01% | +364+2.9% | Added |
| IFP Advisors, Inc | 12,099 | $196.5K | 0.01% | +3,000+33.0% | Added |
| Goldman Sachs Group Inc | 11,732 | $190.5K | 0.00% | +788+7.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 11,647 | $189.2K | 0.00% | +11,647 | New |
| Integrated Wealth Concepts LLC | 10,230 | $166.1K | 0.00% | +10,230 | New |
| Comerica Bank | 7,535 | $122.4K | 0.00% | +31+0.4% | Added |
| SOA Wealth Advisors, LLC. | 5,771 | $93.7K | 0.02% | −66−1.1% | Reduced |
| Wells Fargo & Company | 5,694 | $92.5K | 0.00% | +1,826+47.2% | Added |
| Nexus Investment Management ULC | 3,940 | $92.0K | 0.01% | +3,940 | New |
| Rothschild Investment LLC | 5,483 | $89.0K | 0.01% | +194+3.7% | Added |
| EverSource Wealth Advisors, LLC | 5,000 | $81.2K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4,754 | $77.2K | 0.00% | −2,508−34.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,397 | $71.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,733 | $60.6K | 0.00% | +2,458+192.8% | Added |
| Northwestern Mutual Wealth Management Co | 3,242 | $52.6K | 0.00% | −803−19.9% | Reduced |
| Sunbelt Securities, Inc. | 3,086 | $50.1K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,000 | $48.7K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,674 | $43.4K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 2,480 | $40.3K | 0.02% | +2,480 | New |
| Bartlett & Co. Wealth Management LLC | 2,024 | $32.9K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,880 | $30.5K | 0.02% | +66+3.6% | Added |
| Brown, Lisle/Cummings, Inc. | 1,600 | $26.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,350 | $21.9K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 1,082 | $17.6K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 1,058 | $17.2K | 0.00% | +37+3.6% | Added |
| Founders Capital Management | 1,000 | $16.2K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 968 | $15.7K | 0.00% | −1,528−61.2% | Reduced |
| Spire Wealth Management | 535 | $8.69K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 416 | $6.76K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 395 | $6.42K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 380 | $6.17K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 364 | $5.91K | 0.00% | −170−31.8% | Reduced |
| CWM, LLC | 310 | $5.00K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 253 | $4.11K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 237 | $3.85K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 54 | $877 | 0.00% | −1,542−96.6% | Reduced |
| Geneos Wealth Management Inc. | 31 | $503 | 0.00% | +31 | New |
| Creekmur Asset Management LLC | 24 | $390 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 20 | $317 | 0.00% | +4+25.0% | Added |
| Allworth Financial LP | 17 | $279 | 0.00% | −1,076−98.4% | Reduced |