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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 13 | $0 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1 | $14 | 0.00% | +1 | New |
| Addison Advisors LLC | 1 | $17 | 0.00% | +1 | New |
| JFS Wealth Advisors, LLC | 3 | $49 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4 | $65 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 12 | $195 | 0.00% | +12 | New |
| Allworth Financial LP | 17 | $279 | 0.00% | −1,076−98.4% | Reduced |
| Harbour Investments, Inc. | 20 | $317 | 0.00% | +4+25.0% | Added |
| Creekmur Asset Management LLC | 24 | $390 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 31 | $503 | 0.00% | +31 | New |
| The PNC Financial Services Group, Inc. | 54 | $877 | 0.00% | −1,542−96.6% | Reduced |
| Ronald Blue Trust, Inc. | 237 | $3.85K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 253 | $4.11K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 310 | $5.00K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 364 | $5.91K | 0.00% | −170−31.8% | Reduced |
| Montag A & Associates Inc | 380 | $6.17K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 395 | $6.42K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 416 | $6.76K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 535 | $8.69K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 968 | $15.7K | 0.00% | −1,528−61.2% | Reduced |
| Founders Capital Management | 1,000 | $16.2K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 1,058 | $17.2K | 0.00% | +37+3.6% | Added |
| Ransom Advisory, Ltd | 1,082 | $17.6K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,350 | $21.9K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,600 | $26.0K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,880 | $30.5K | 0.02% | +66+3.6% | Added |
| Bartlett & Co. Wealth Management LLC | 2,024 | $32.9K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 2,480 | $40.3K | 0.02% | +2,480 | New |
| North Star Investment Management Corp. | 2,674 | $43.4K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,000 | $48.7K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3,086 | $50.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,242 | $52.6K | 0.00% | −803−19.9% | Reduced |
| US Bancorp | 3,733 | $60.6K | 0.00% | +2,458+192.8% | Added |
| Cullen/Frost Bankers, Inc. | 4,397 | $71.4K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4,754 | $77.2K | 0.00% | −2,508−34.5% | Reduced |
| EverSource Wealth Advisors, LLC | 5,000 | $81.2K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5,483 | $89.0K | 0.01% | +194+3.7% | Added |
| Nexus Investment Management ULC | 3,940 | $92.0K | 0.01% | +3,940 | New |
| Wells Fargo & Company | 5,694 | $92.5K | 0.00% | +1,826+47.2% | Added |
| SOA Wealth Advisors, LLC. | 5,771 | $93.7K | 0.02% | −66−1.1% | Reduced |
| Comerica Bank | 7,535 | $122.4K | 0.00% | +31+0.4% | Added |
| Integrated Wealth Concepts LLC | 10,230 | $166.1K | 0.00% | +10,230 | New |
| Wealth Enhancement Advisory Services, LLC | 11,647 | $189.2K | 0.00% | +11,647 | New |
| Goldman Sachs Group Inc | 11,732 | $190.5K | 0.00% | +788+7.2% | Added |
| IFP Advisors, Inc | 12,099 | $196.5K | 0.01% | +3,000+33.0% | Added |
| Independent Financial Group, LLC | 13,025 | $211.5K | 0.01% | +364+2.9% | Added |
| RFG Advisory, LLC | 13,127 | $213.2K | 0.01% | +13,127 | New |
| Milestone Asset Management, LLC | 13,746 | $223.2K | 0.05% | +3,215+30.5% | Added |
| Jane Street Group, LLC | 14,646 | $237.9K | 0.00% | −3,144−17.7% | Reduced |
| Capital Investment Advisory Services, LLC | 16,257 | $264.0K | 0.02% | −111−0.7% | Reduced |
| Moloney Securities Asset Management, LLC | 16,324 | $265.1K | 0.04% | +5,379+49.1% | Added |
| Stifel Financial Corp | 16,345 | $265.5K | 0.00% | +2,370+17.0% | Added |
| HighTower Advisors, LLC | 16,762 | $272.2K | 0.00% | −13,309−44.3% | Reduced |
| Atomi Financial Group, Inc. | 22,668 | $368.1K | 0.02% | −2,252−9.0% | Reduced |
| Sage Capital Advisors,llc | 23,165 | $376.2K | 0.10% | +1,124+5.1% | Added |
| Ashton Thomas Securities, LLC | 23,647 | $384.0K | 0.11% | +294+1.3% | Added |
| Wedbush Securities Inc | 24,117 | $392.0K | 0.01% | +179+0.7% | Added |
| WESPAC Advisors, LLC | 24,591 | $399.4K | 0.33% | +24,591 | New |
| Uhlmann Price Securities, LLC | 24,733 | $401.7K | 0.30% | +1,015+4.3% | Added |
| AlphaCore Capital LLC | 25,141 | $408.4K | 0.03% | +25,141 | New |
| Steward Partners Investment Advisory, LLC | 25,222 | $409.6K | 0.00% | +2,864+12.8% | Added |
| Envestnet Asset Management Inc | 26,249 | $426.3K | 0.00% | +26,249 | New |
| Stephens Inc | 29,029 | $471.4K | 0.01% | +180+0.6% | Added |
| Readystate Asset Management LP | 31,816 | $516.7K | 0.03% | −23,974−43.0% | Reduced |
| Rockefeller Capital Management L.P. | 32,000 | $519.7K | 0.00% | +6,986+27.9% | Added |
| Blue Bell Private Wealth Management, LLC | 32,755 | $531.9K | 0.10% | −3,187−8.9% | Reduced |
| Nations Financial Group Inc, | 34,688 | $563.3K | 0.04% | +24+0.1% | Added |
| National Asset Management, Inc. | 35,360 | $574.3K | 0.02% | −4,627−11.6% | Reduced |
| Cyndeo Wealth Partners, LLC | 38,308 | $622.1K | 0.04% | 00.0% | Unchanged |
| GWM Advisors LLC | 43,233 | $702.1K | 0.00% | +1,274+3.0% | Added |
| Invesco Ltd. | 46,400 | $753.5K | 0.00% | +16,417+54.8% | Added |
| AE Wealth Management LLC | 46,784 | $759.8K | 0.01% | −355−0.8% | Reduced |
| Guggenheim Capital LLC | 46,902 | $761.7K | 0.01% | +9,968+27.0% | Added |
| Wolverine Asset Management LLC | 47,265 | $767.6K | 0.01% | −89,566−65.5% | Reduced |
| Private Advisor Group, LLC | 52,130 | $846.6K | 0.01% | +17,448+50.3% | Added |
| Cetera Investment Advisers | 53,638 | $871.1K | 0.00% | +6,943+14.9% | Added |
| Kingswood Wealth Advisors, LLC | 54,915 | $891.8K | 0.08% | +384+0.7% | Added |
| Matrix Private Capital Group LLC | 54,900 | $924.2K | 0.55% | −2,300−4.0% | Reduced |
| Triumph Capital Management | 57,317 | $930.8K | 0.31% | −3,900−6.4% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 62,394 | $1.01M | 0.27% | +25,607+69.6% | Added |
| City of London Investment Management Co Ltd | 62,415 | $1.01M | 0.11% | 00.0% | Unchanged |
| Sage Capital Management, LLC | 76,958 | $1.25M | 0.68% | −74,986−49.4% | Reduced |
| Samalin Investment Counsel, LLC | 80,048 | $1.30M | 0.53% | +7,204+9.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 83,775 | $1.36M | 0.00% | +13,147+18.6% | Added |
| Commonwealth Equity Services, LLC | 83,950 | $1.36M | 0.00% | −2,329−2.7% | Reduced |
| Kestra Advisory Services, LLC | 87,131 | $1.42M | 0.01% | +4,085+4.9% | Added |
| NWF Advisory Services Inc. | 98,681 | $1.60M | 0.23% | +98,681 | New |
| Cohen & Steers, Inc. | 107,573 | $1.75M | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 111,918 | $1.82M | 0.00% | +14,075+14.4% | Added |
| Smith Asset Management Co., LLC | 120,719 | $1.96M | 1.85% | −2,362−1.9% | Reduced |
| Advisor Group Holdings, Inc. | 129,293 | $2.10M | 0.00% | −4,538−3.4% | Reduced |
| UBS Group AG | 134,388 | $2.18M | 0.00% | −15,780−10.5% | Reduced |
| Oppenheimer & Co Inc | 143,001 | $2.32M | 0.04% | −31,267−17.9% | Reduced |
| Janney Montgomery Scott LLC | 155,593 | $2.53M | 0.01% | +3,144+2.1% | Added |
| First Trust Advisors LP | 181,440 | $2.95M | 0.00% | +3,700+2.1% | Added |
| WNY Asset Management, LLC | 182,505 | $2.96M | 0.35% | +37,852+26.2% | Added |
| Bank of America Corp | 215,341 | $3.50M | 0.00% | −5,175−2.3% | Reduced |
| Needham Investment Management LLC | 264,473 | $4.30M | 0.40% | +9,395+3.7% | Added |
| Advisors Asset Management, Inc. | 265,222 | $4.31M | 0.08% | +57,425+27.6% | Added |
| Ameriprise Financial Inc | 322,578 | $5.24M | 0.00% | +34,971+12.2% | Added |