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, Q3 2025
Institutional positions in abrdn Healthcare Investors as of Sep 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
- 120
- +6 vs. Q2 2025
- Shares held
- 12.1M
- +426.4K (+3.7%) vs. Q2 2025
- Total value
- $222.6M
- +$42.3M (+23.4%) vs. Q2 2025
- New holders
- 20
- 46 more added
- Sold out
- 14
- 30 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding abrdn Healthcare Investors; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 4,201,918 | $77.6M | 0.00% | +415,526+11.0% | Added |
| Penserra Capital Management LLC | 1,198,855 | $22.1M | 0.26% | +159,618+15.4% | Added |
| Raymond James Financial Inc | 1,185,930 | $21.9M | 0.01% | −113,714−8.7% | Reduced |
| Royal Bank of Canada | 498,478 | $9.20M | 0.00% | −6,807−1.3% | Reduced |
| Ameriprise Financial Inc | 411,938 | $7.62M | 0.00% | +64,868+18.7% | Added |
| LPL Financial LLC | 405,400 | $7.48M | 0.00% | +12,333+3.1% | Added |
| Advisors Asset Management, Inc. | 363,807 | $6.72M | 0.11% | +11,661+3.3% | Added |
| Needham Investment Management LLC | 291,930 | $5.39M | 0.38% | +8,752+3.1% | Added |
| WNY Asset Management, LLC | 213,950 | $3.95M | 0.38% | +14,024+7.0% | Added |
| Bank of America Corp | 191,036 | $3.53M | 0.00% | +339+0.2% | Added |
| Janney Montgomery Scott LLC | 159,374 | $2.94M | 0.01% | +3,013+1.9% | Added |
| UBS Group AG | 158,851 | $2.93M | 0.00% | +45,704+40.4% | Added |
| NWF Advisory Services Inc. | 138,988 | $2.57M | 0.28% | +35,326+34.1% | Added |
| Oppenheimer & Co Inc | 124,811 | $2.30M | 0.03% | −31,955−20.4% | Reduced |
| Advisor Group Holdings, Inc. | 129,929 | $2.18M | 0.00% | +4,156+3.3% | Added |
| Smith Asset Management Co., LLC | 117,345 | $2.17M | 1.85% | −2,175−1.8% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 117,129 | $2.16M | 0.42% | +13,592+13.1% | Added |
| Kestra Advisory Services, LLC | 108,526 | $2.00M | 0.01% | +3,717+3.5% | Added |
| First Trust Advisors LP | 105,993 | $1.96M | 0.00% | −37,939−26.4% | Reduced |
| GWM Advisors LLC | 101,586 | $1.88M | 0.01% | +57,456+130.2% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 94,616 | $1.75M | 0.60% | +94,616 | New |
| Invesco Ltd. | 93,451 | $1.73M | 0.00% | +19,283+26.0% | Added |
| Samalin Investment Counsel, LLC | 92,286 | $1.70M | 0.59% | +4,436+5.0% | Added |
| Cohen & Steers, Inc. | 89,573 | $1.65M | 0.00% | −18,000−16.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 80,705 | $1.49M | 0.00% | +1,869+2.4% | Added |
| Saba Capital Management, L.P. | 80,556 | $1.49M | 0.05% | −83,546−50.9% | Reduced |
| Commonwealth Equity Services, LLC | 73,508 | $1.36M | 0.00% | −4,569−5.9% | Reduced |
| Baird Financial Group, Inc. | 67,017 | $1.24M | 0.00% | −3,383−4.8% | Reduced |
| City of London Investment Management Co Ltd | 62,845 | $1.16M | 0.09% | +430+0.7% | Added |
| Sage Capital Management, LLC | 60,857 | $1.12M | 0.51% | −15,077−19.9% | Reduced |
| Pensionmark Financial Group, LLC | 49,775 | $918.9K | 0.02% | +49,775 | New |
| Cetera Investment Advisers | 47,902 | $884.3K | 0.00% | +815+1.7% | Added |
| Matrix Private Capital Group LLC | 47,456 | $876.0K | 0.46% | +100.0% | Added |
| AE Wealth Management LLC | 47,211 | $871.5K | 0.01% | +74+0.2% | Added |
| Triumph Capital Management | 46,442 | $857.3K | 0.23% | +1,443+3.2% | Added |
| AlphaCore Capital LLC | 43,085 | $795.4K | 0.03% | −267−0.6% | Reduced |
| Private Advisor Group, LLC | 42,329 | $781.4K | 0.00% | −8,194−16.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 38,308 | $707.2K | 0.04% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 34,258 | $632.4K | 0.04% | +22+0.1% | Added |
| Abel Hall, LLC | 33,000 | $609.2K | 0.25% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 32,819 | $605.8K | 0.00% | −13,502−29.1% | Reduced |
| Wedbush Securities Inc | 29,955 | $553.0K | 0.02% | +8,087+37.0% | Added |
| Rockefeller Capital Management L.P. | 29,020 | $535.7K | 0.00% | +2,000+7.4% | Added |
| WESPAC Advisors, LLC | 27,818 | $513.5K | 0.30% | +1,721+6.6% | Added |
| Stephens Inc | 26,809 | $494.9K | 0.01% | −6,108−18.6% | Reduced |
| Landscape Capital Management, L.L.C. | 25,823 | $476.7K | 0.03% | +25,823 | New |
| Uhlmann Price Securities, LLC | 24,930 | $460.2K | 0.28% | +1,658+7.1% | Added |
| Blue Bell Private Wealth Management, LLC | 24,623 | $454.5K | 0.07% | −6,710−21.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 24,092 | $444.7K | 0.00% | +862+3.7% | Added |
| Envestnet Asset Management Inc | 23,529 | $434.4K | 0.00% | −5,158−18.0% | Reduced |
| Sage Capital Advisors,llc | 21,793 | $402.3K | 0.10% | −107−0.5% | Reduced |
| Atomi Financial Group, Inc. | 21,227 | $391.9K | 0.01% | −1,440−6.4% | Reduced |
| Creative Planning | 20,268 | $374.1K | 0.00% | +20,268 | New |
| HighTower Advisors, LLC | 17,887 | $330.2K | 0.00% | −117−0.6% | Reduced |
| Capital Investment Advisory Services, LLC | 17,650 | $325.8K | 0.03% | +1,005+6.0% | Added |
| Mariner, LLC | 15,778 | $291.3K | 0.00% | +3,260+26.0% | Added |
| Stifel Financial Corp | 15,522 | $286.5K | 0.00% | −303−1.9% | Reduced |
| Benjamin Edwards Inc | 12,662 | $233.7K | 0.00% | +12,662 | New |
| Goldman Sachs Group Inc | 12,517 | $231.1K | 0.00% | +377+3.1% | Added |
| Independent Financial Group, LLC | 12,255 | $226.2K | 0.01% | +269+2.2% | Added |
| IFP Advisors, Inc | 12,099 | $223.3K | 0.01% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 12,080 | $223.0K | 0.03% | +390+3.3% | Added |
| RFG Advisory, LLC | 12,009 | $221.7K | 0.00% | −2,267−15.9% | Reduced |
| Vista Investment Partners II, LLC | 11,204 | $206.8K | 0.10% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 10,880 | $200.8K | 0.03% | −2,929−21.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 10,159 | $187.5K | 0.00% | +152+1.5% | Added |
| HRT Financial LP | 10,099 | $186.0K | 0.00% | +10,099 | New |
| Atlantic Union Bankshares Corp | 9,634 | $177.8K | 0.00% | +9,634 | New |
| Allworth Financial LP | 9,429 | $174.1K | 0.00% | +250+2.7% | Added |
| CoreCap Advisors, LLC | 7,977 | $147.3K | 0.01% | +2,561+47.3% | Added |
| Comerica Bank | 6,830 | $126.1K | 0.00% | −2,242−24.7% | Reduced |
| Rothschild Investment LLC | 6,049 | $111.7K | 0.01% | +180+3.1% | Added |
| Advisory Services Network, LLC | 5,249 | $96.9K | 0.00% | +5,249 | New |
| EverSource Wealth Advisors, LLC | 5,000 | $92.3K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 4,397 | $81.2K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,273 | $78.9K | 0.00% | −6,559−60.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,555 | $65.6K | 0.00% | +106+3.1% | Added |
| SOA Wealth Advisors, LLC. | 3,271 | $60.4K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,674 | $49.4K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 2,621 | $48.4K | 0.02% | +67+2.6% | Added |
| Newbridge Financial Services Group, Inc. | 2,235 | $41.3K | 0.01% | +67+3.1% | Added |
| Guerra Advisors Inc | 2,097 | $38.7K | 0.01% | +2,097 | New |
| US Bancorp | 2,054 | $37.9K | 0.00% | −1,385−40.3% | Reduced |
| Ameritas Advisory Services, LLC | 2,025 | $37.4K | 0.00% | −4,150−67.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,024 | $37.4K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,883 | $34.8K | 0.00% | −1,203−39.0% | Reduced |
| Millstone Evans Group, LLC | 1,880 | $34.7K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,656 | $30.6K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 1,626 | $30.0K | 0.00% | +1,626 | New |
| Optimum Investment Advisors | 1,350 | $24.9K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 1,166 | $21.7K | 0.00% | +34+3.0% | Added |
| Ransom Advisory, Ltd | 1,082 | $20.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 1,000 | $18.5K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,000 | $18.5K | 0.00% | +1,000 | New |
| Highline Wealth Partners LLC | 1,000 | $18.5K | 0.00% | +1,000 | New |
| Truvestments Capital LLC | 968 | $17.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 914 | $16.9K | 0.00% | +27+3.0% | Added |
| WPG Advisers, LLC | 885 | $16.3K | 0.01% | +404+84.0% | Added |
| Trust Co of Vermont | 868 | $16.0K | 0.00% | +568+189.3% | Added |
| CIBC Private Wealth Group, LLC | 700 | $12.9K | 0.00% | 00.0% | Unchanged |