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, Q2 2025
Institutional positions in abrdn Healthcare Investors as of Jun 30, 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
- 114
- +8 vs. Q1 2025
- Shares held
- 11.6M
- −180.7K (−1.5%) vs. Q1 2025
- Total value
- $180.4M
- −$11.7M (−6.1%) vs. Q1 2025
- New holders
- 17
- 41 more added
- Sold out
- 9
- 32 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding abrdn Healthcare Investors; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 3,786,392 | $58.7M | 0.00% | +409,300+12.1% | Added |
| Raymond James Financial Inc | 1,299,644 | $20.1M | 0.01% | +110,011+9.2% | Added |
| Penserra Capital Management LLC | 1,039,237 | $16.1M | 0.22% | +30,711+3.0% | Added |
| Royal Bank of Canada | 505,285 | $7.83M | 0.00% | −24,541−4.6% | Reduced |
| LPL Financial LLC | 393,067 | $6.09M | 0.00% | +42,106+12.0% | Added |
| Advisors Asset Management, Inc. | 352,146 | $5.45M | 0.10% | +86,924+32.8% | Added |
| Ameriprise Financial Inc | 347,070 | $5.37M | 0.00% | +24,492+7.6% | Added |
| Needham Investment Management LLC | 283,178 | $4.39M | 0.35% | +18,705+7.1% | Added |
| WNY Asset Management, LLC | 199,926 | $3.10M | 0.34% | +17,421+9.5% | Added |
| Bank of America Corp | 190,697 | $2.95M | 0.00% | −24,644−11.4% | Reduced |
| Saba Capital Management, L.P. | 164,102 | $2.54M | 0.07% | −1,037,294−86.3% | Reduced |
| Oppenheimer & Co Inc | 156,766 | $2.43M | 0.03% | +13,765+9.6% | Added |
| Janney Montgomery Scott LLC | 156,361 | $2.42M | 0.01% | +768+0.5% | Added |
| First Trust Advisors LP | 143,932 | $2.23M | 0.00% | −37,508−20.7% | Reduced |
| Advisor Group Holdings, Inc. | 125,773 | $1.95M | 0.00% | −3,520−2.7% | Reduced |
| Smith Asset Management Co., LLC | 119,520 | $1.85M | 1.60% | −1,199−1.0% | Reduced |
| UBS Group AG | 113,147 | $1.75M | 0.00% | −21,241−15.8% | Reduced |
| Cohen & Steers, Inc. | 107,573 | $1.67M | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 104,809 | $1.62M | 0.01% | +17,678+20.3% | Added |
| NWF Advisory Services Inc. | 103,662 | $1.61M | 0.19% | +4,981+5.0% | Added |
| Prevail Innovative Wealth Advisors, LLC | 103,537 | $1.60M | 0.36% | +41,143+65.9% | Added |
| Samalin Investment Counsel, LLC | 87,850 | $1.36M | 0.52% | +7,802+9.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 78,836 | $1.22M | 0.00% | −4,939−5.9% | Reduced |
| Commonwealth Equity Services, LLC | 78,077 | $1.21M | 0.00% | −5,873−7.0% | Reduced |
| Sage Capital Management, LLC | 75,934 | $1.18M | 0.57% | −1,024−1.3% | Reduced |
| Invesco Ltd. | 74,168 | $1.15M | 0.00% | +27,768+59.8% | Added |
| Readystate Asset Management LP | 73,834 | $1.14M | 0.05% | +42,018+132.1% | Added |
| Jane Street Group, LLC | 71,414 | $1.11M | 0.00% | +56,768+387.6% | Added |
| Baird Financial Group, Inc. | 70,400 | $1.09M | 0.00% | −41,518−37.1% | Reduced |
| Wolverine Asset Management LLC | 63,862 | $989.2K | 0.02% | +16,597+35.1% | Added |
| City of London Investment Management Co Ltd | 62,415 | $966.8K | 0.09% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 50,523 | $782.6K | 0.00% | −1,607−3.1% | Reduced |
| Matrix Private Capital Group LLC | 47,446 | $734.9K | 0.43% | −7,454−13.6% | Reduced |
| AE Wealth Management LLC | 47,137 | $730.2K | 0.01% | +353+0.8% | Added |
| Cetera Investment Advisers | 47,087 | $729.4K | 0.00% | −6,551−12.2% | Reduced |
| Guggenheim Capital LLC | 46,321 | $717.5K | 0.01% | −581−1.2% | Reduced |
| Triumph Capital Management | 44,999 | $697.0K | 0.21% | −12,318−21.5% | Reduced |
| GWM Advisors LLC | 44,130 | $683.6K | 0.00% | +897+2.1% | Added |
| AlphaCore Capital LLC | 43,352 | $671.5K | 0.03% | +18,211+72.4% | Added |
| Cyndeo Wealth Partners, LLC | 38,308 | $593.4K | 0.04% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 34,236 | $530.3K | 0.04% | −452−1.3% | Reduced |
| Abel Hall, LLC | 33,000 | $511.2K | 0.24% | +33,000 | New |
| Stephens Inc | 32,917 | $509.9K | 0.01% | +3,888+13.4% | Added |
| Blue Bell Private Wealth Management, LLC | 31,333 | $485.3K | 0.08% | −1,422−4.3% | Reduced |
| Envestnet Asset Management Inc | 28,687 | $444.4K | 0.00% | +2,438+9.3% | Added |
| Rockefeller Capital Management L.P. | 27,020 | $418.5K | 0.00% | −4,980−15.6% | Reduced |
| WESPAC Advisors, LLC | 26,097 | $404.2K | 0.28% | +1,506+6.1% | Added |
| Elequin Capital LP | 23,692 | $367.0K | 0.05% | +23,692 | New |
| Uhlmann Price Securities, LLC | 23,272 | $360.4K | 0.26% | −1,461−5.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 23,230 | $359.8K | 0.00% | −1,992−7.9% | Reduced |
| Atomi Financial Group, Inc. | 22,667 | $351.1K | 0.01% | −10.0% | Reduced |
| Sage Capital Advisors,llc | 21,900 | $339.2K | 0.08% | −1,265−5.5% | Reduced |
| Wedbush Securities Inc | 21,868 | $339.0K | 0.01% | −2,249−9.3% | Reduced |
| Clough Capital Partners L P | 20,043 | $310.0K | 0.03% | +20,043 | New |
| Wetherby Asset Management Inc | 19,442 | $301.2K | 0.01% | +19,442 | New |
| Balyasny Asset Management LLC | 18,872 | $292.3K | 0.00% | +18,872 | New |
| HighTower Advisors, LLC | 18,004 | $278.9K | 0.00% | +1,242+7.4% | Added |
| Susquehanna International Group, LLP | 17,592 | $272.5K | 0.00% | +17,592 | New |
| Capital Investment Advisory Services, LLC | 16,645 | $257.8K | 0.02% | +388+2.4% | Added |
| Stifel Financial Corp | 15,825 | $245.1K | 0.00% | −520−3.2% | Reduced |
| RFG Advisory, LLC | 14,276 | $221.1K | 0.01% | +1,149+8.8% | Added |
| Ashton Thomas Securities, LLC | 13,809 | $213.9K | 0.05% | −9,838−41.6% | Reduced |
| Mariner, LLC | 12,518 | $193.9K | 0.00% | +12,518 | New |
| Goldman Sachs Group Inc | 12,140 | $188.0K | 0.00% | +408+3.5% | Added |
| IFP Advisors, Inc | 12,099 | $187.4K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 11,986 | $185.7K | 0.01% | −1,039−8.0% | Reduced |
| Milestone Asset Management, LLC | 11,913 | $184.5K | 0.04% | −1,833−13.3% | Reduced |
| Moloney Securities Asset Management, LLC | 11,690 | $181.1K | 0.02% | −4,634−28.4% | Reduced |
| Vista Investment Partners II, LLC | 11,204 | $173.6K | 0.08% | +11,204 | New |
| Wells Fargo & Company | 10,832 | $167.8K | 0.00% | +5,138+90.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 10,007 | $155.0K | 0.00% | +10,007 | New |
| Allworth Financial LP | 9,179 | $142.2K | 0.00% | +9,162+53,894.1% | Added |
| Comerica Bank | 9,072 | $140.5K | 0.00% | +1,537+20.4% | Added |
| Ameritas Advisory Services, LLC | 6,175 | $95.7K | 0.00% | +6,175 | New |
| Rothschild Investment LLC | 5,869 | $90.9K | 0.01% | +386+7.0% | Added |
| CoreCap Advisors, LLC | 5,416 | $83.9K | 0.00% | +662+13.9% | Added |
| EverSource Wealth Advisors, LLC | 5,000 | $77.5K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 4,397 | $68.1K | 0.00% | 00.0% | Unchanged |
| Nexus Investment Management ULC | 3,940 | $61.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 3,697 | $57.3K | 0.00% | +3,697 | New |
| Northwestern Mutual Wealth Management Co | 3,449 | $53.4K | 0.00% | +207+6.4% | Added |
| US Bancorp | 3,439 | $53.3K | 0.00% | −294−7.9% | Reduced |
| SOA Wealth Advisors, LLC. | 3,271 | $50.7K | 0.01% | −2,500−43.3% | Reduced |
| Sunbelt Securities, Inc. | 3,086 | $49.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,893 | $44.8K | 0.00% | +2,862+9,232.3% | Added |
| North Star Investment Management Corp. | 2,674 | $41.4K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 2,554 | $39.6K | 0.01% | +74+3.0% | Added |
| Newbridge Financial Services Group, Inc. | 2,168 | $33.6K | 0.01% | +2,168 | New |
| Bartlett & Co. Wealth Management LLC | 2,024 | $31.4K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,880 | $29.1K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,656 | $25.7K | 0.01% | +56+3.5% | Added |
| Optimum Investment Advisors | 1,350 | $20.9K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 1,132 | $17.5K | 0.00% | +74+7.0% | Added |
| Ransom Advisory, Ltd | 1,082 | $16.8K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 1,000 | $15.5K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 968 | $15.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 887 | $13.7K | 0.00% | +887 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 773 | $12.0K | 0.00% | +520+205.5% | Added |
| CIBC Private Wealth Group, LLC | 700 | $10.8K | 0.00% | +699+69,900.0% | Added |
| Beacon Capital Management, LLC | 584 | $9.05K | 0.00% | +584 | New |