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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 1 | $19 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3 | $56 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4 | $76 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 12 | $222 | 0.00% | +12 | New |
| Harbour Investments, Inc. | 24 | $439 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 24 | $445 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 72 | $1.33K | 0.00% | −2,821−97.5% | Reduced |
| Ancora Advisors, LLC | 75 | $1.38K | 0.00% | +75 | New |
| Gen-Wealth Partners Inc | 95 | $1.75K | 0.00% | −300−75.9% | Reduced |
| Assetmark, Inc | 213 | $3.93K | 0.00% | +213 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 245 | $4.52K | 0.01% | −528−68.3% | Reduced |
| Citigroup Inc | 293 | $5.41K | 0.00% | +293 | New |
| JPMorgan Chase & Co | 353 | $6.52K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 416 | $7.68K | 0.00% | +416 | New |
| Russell Investments Group, Ltd. | 470 | $8.68K | 0.00% | +470 | New |
| Mountain Hill Investment Partners Corp. | 500 | $9.23K | 0.01% | +500 | New |
| Spire Wealth Management | 535 | $9.88K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 540 | $9.97K | 0.00% | +160+42.1% | Added |
| Larson Financial Group LLC | 600 | $11.1K | 0.00% | +600 | New |
| CIBC Private Wealth Group, LLC | 700 | $12.9K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 868 | $16.0K | 0.00% | +568+189.3% | Added |
| WPG Advisers, LLC | 885 | $16.3K | 0.01% | +404+84.0% | Added |
| Pinnacle Bancorp, Inc. | 914 | $16.9K | 0.00% | +27+3.0% | Added |
| Truvestments Capital LLC | 968 | $17.9K | 0.00% | 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 |
| Ransom Advisory, Ltd | 1,082 | $20.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 1,166 | $21.7K | 0.00% | +34+3.0% | Added |
| Optimum Investment Advisors | 1,350 | $24.9K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 1,626 | $30.0K | 0.00% | +1,626 | New |
| Brown, Lisle/Cummings, Inc. | 1,656 | $30.6K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,880 | $34.7K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,883 | $34.8K | 0.00% | −1,203−39.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,024 | $37.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2,025 | $37.4K | 0.00% | −4,150−67.2% | Reduced |
| US Bancorp | 2,054 | $37.9K | 0.00% | −1,385−40.3% | Reduced |
| Guerra Advisors Inc | 2,097 | $38.7K | 0.01% | +2,097 | New |
| Newbridge Financial Services Group, Inc. | 2,235 | $41.3K | 0.01% | +67+3.1% | Added |
| Costello Asset Management, INC | 2,621 | $48.4K | 0.02% | +67+2.6% | Added |
| North Star Investment Management Corp. | 2,674 | $49.4K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3,271 | $60.4K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,555 | $65.6K | 0.00% | +106+3.1% | Added |
| Wells Fargo & Company | 4,273 | $78.9K | 0.00% | −6,559−60.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,397 | $81.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5,000 | $92.3K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 5,249 | $96.9K | 0.00% | +5,249 | New |
| Rothschild Investment LLC | 6,049 | $111.7K | 0.01% | +180+3.1% | Added |
| Comerica Bank | 6,830 | $126.1K | 0.00% | −2,242−24.7% | Reduced |
| CoreCap Advisors, LLC | 7,977 | $147.3K | 0.01% | +2,561+47.3% | Added |
| Allworth Financial LP | 9,429 | $174.1K | 0.00% | +250+2.7% | Added |
| Atlantic Union Bankshares Corp | 9,634 | $177.8K | 0.00% | +9,634 | New |
| HRT Financial LP | 10,099 | $186.0K | 0.00% | +10,099 | New |
| Wiley Bros.-Aintree Capital, LLC | 10,159 | $187.5K | 0.00% | +152+1.5% | Added |
| Ashton Thomas Securities, LLC | 10,880 | $200.8K | 0.03% | −2,929−21.2% | Reduced |
| Vista Investment Partners II, LLC | 11,204 | $206.8K | 0.10% | 00.0% | Unchanged |
| RFG Advisory, LLC | 12,009 | $221.7K | 0.00% | −2,267−15.9% | Reduced |
| Moloney Securities Asset Management, LLC | 12,080 | $223.0K | 0.03% | +390+3.3% | Added |
| IFP Advisors, Inc | 12,099 | $223.3K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 12,255 | $226.2K | 0.01% | +269+2.2% | Added |
| Goldman Sachs Group Inc | 12,517 | $231.1K | 0.00% | +377+3.1% | Added |
| Benjamin Edwards Inc | 12,662 | $233.7K | 0.00% | +12,662 | New |
| Stifel Financial Corp | 15,522 | $286.5K | 0.00% | −303−1.9% | Reduced |
| Mariner, LLC | 15,778 | $291.3K | 0.00% | +3,260+26.0% | Added |
| Capital Investment Advisory Services, LLC | 17,650 | $325.8K | 0.03% | +1,005+6.0% | Added |
| HighTower Advisors, LLC | 17,887 | $330.2K | 0.00% | −117−0.6% | Reduced |
| Creative Planning | 20,268 | $374.1K | 0.00% | +20,268 | New |
| Atomi Financial Group, Inc. | 21,227 | $391.9K | 0.01% | −1,440−6.4% | Reduced |
| Sage Capital Advisors,llc | 21,793 | $402.3K | 0.10% | −107−0.5% | Reduced |
| Envestnet Asset Management Inc | 23,529 | $434.4K | 0.00% | −5,158−18.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 24,092 | $444.7K | 0.00% | +862+3.7% | Added |
| Blue Bell Private Wealth Management, LLC | 24,623 | $454.5K | 0.07% | −6,710−21.4% | Reduced |
| Uhlmann Price Securities, LLC | 24,930 | $460.2K | 0.28% | +1,658+7.1% | Added |
| Landscape Capital Management, L.L.C. | 25,823 | $476.7K | 0.03% | +25,823 | New |
| Stephens Inc | 26,809 | $494.9K | 0.01% | −6,108−18.6% | Reduced |
| WESPAC Advisors, LLC | 27,818 | $513.5K | 0.30% | +1,721+6.6% | Added |
| Rockefeller Capital Management L.P. | 29,020 | $535.7K | 0.00% | +2,000+7.4% | Added |
| Wedbush Securities Inc | 29,955 | $553.0K | 0.02% | +8,087+37.0% | Added |
| Guggenheim Capital LLC | 32,819 | $605.8K | 0.00% | −13,502−29.1% | Reduced |
| Abel Hall, LLC | 33,000 | $609.2K | 0.25% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 34,258 | $632.4K | 0.04% | +22+0.1% | Added |
| Cyndeo Wealth Partners, LLC | 38,308 | $707.2K | 0.04% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 42,329 | $781.4K | 0.00% | −8,194−16.2% | Reduced |
| AlphaCore Capital LLC | 43,085 | $795.4K | 0.03% | −267−0.6% | Reduced |
| Triumph Capital Management | 46,442 | $857.3K | 0.23% | +1,443+3.2% | Added |
| AE Wealth Management LLC | 47,211 | $871.5K | 0.01% | +74+0.2% | Added |
| Matrix Private Capital Group LLC | 47,456 | $876.0K | 0.46% | +100.0% | Added |
| Cetera Investment Advisers | 47,902 | $884.3K | 0.00% | +815+1.7% | Added |
| Pensionmark Financial Group, LLC | 49,775 | $918.9K | 0.02% | +49,775 | New |
| Sage Capital Management, LLC | 60,857 | $1.12M | 0.51% | −15,077−19.9% | Reduced |
| City of London Investment Management Co Ltd | 62,845 | $1.16M | 0.09% | +430+0.7% | Added |
| Baird Financial Group, Inc. | 67,017 | $1.24M | 0.00% | −3,383−4.8% | Reduced |
| Commonwealth Equity Services, LLC | 73,508 | $1.36M | 0.00% | −4,569−5.9% | Reduced |
| Saba Capital Management, L.P. | 80,556 | $1.49M | 0.05% | −83,546−50.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 80,705 | $1.49M | 0.00% | +1,869+2.4% | Added |
| Cohen & Steers, Inc. | 89,573 | $1.65M | 0.00% | −18,000−16.7% | Reduced |
| Samalin Investment Counsel, LLC | 92,286 | $1.70M | 0.59% | +4,436+5.0% | Added |
| Invesco Ltd. | 93,451 | $1.73M | 0.00% | +19,283+26.0% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 94,616 | $1.75M | 0.60% | +94,616 | New |