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, Q4 2025
Institutional positions in abrdn Healthcare Investors as of Dec 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
- 123
- +8 vs. Q3 2025
- Shares held
- 13.1M
- +1.23M (+10.4%) vs. Q3 2025
- Total value
- $247.6M
- +$29.2M (+13.4%) vs. Q3 2025
- New holders
- 20
- 36 more added
- Sold out
- 12
- 30 more reduced
5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding abrdn Healthcare Investors; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 4,683,466 | $88.7M | 0.01% | +481,548+11.5% | Added |
| Penserra Capital Management LLC | 1,321,145 | $25.0M | 0.30% | +122,290+10.2% | Added |
| Raymond James Financial Inc | 1,182,931 | $22.4M | 0.01% | −2,999−0.3% | Reduced |
| Royal Bank of Canada | 517,085 | $9.79M | 0.00% | +18,607+3.7% | Added |
| LPL Financial LLC | 501,067 | $9.49M | 0.00% | +95,667+23.6% | Added |
| Advisors Asset Management, Inc. | 464,154 | $8.79M | 0.15% | +100,347+27.6% | Added |
| Ameriprise Financial Inc | 456,049 | $8.64M | 0.00% | +44,111+10.7% | Added |
| Needham Investment Management LLC | 291,930 | $5.53M | 0.35% | 00.0% | Unchanged |
| Z3 Capital Partners, LLC | 222,645 | $4.22M | 1.01% | +222,645 | New |
| Janney Montgomery Scott LLC | 189,898 | $3.60M | 0.01% | +30,524+19.2% | Added |
| Bank of America Corp | 188,495 | $3.57M | 0.00% | −2,541−1.3% | Reduced |
| Wolverine Asset Management LLC | 146,779 | $2.78M | 0.04% | +146,779 | New |
| Advisor Group Holdings, Inc. | 131,203 | $2.49M | 0.00% | +1,274+1.0% | Added |
| Oppenheimer & Co Inc | 130,117 | $2.46M | 0.03% | +5,306+4.3% | Added |
| UBS Group AG | 124,182 | $2.35M | 0.00% | −34,669−21.8% | Reduced |
| Kestra Advisory Services, LLC | 120,072 | $2.27M | 0.01% | +11,546+10.6% | Added |
| Smith Asset Management Co., LLC | 117,060 | $2.22M | 1.83% | −285−0.2% | Reduced |
| GWM Advisors LLC | 114,345 | $2.17M | 0.01% | +12,759+12.6% | Added |
| Prevail Innovative Wealth Advisors, LLC | 110,374 | $2.09M | 0.37% | −6,755−5.8% | Reduced |
| Invesco Ltd. | 110,164 | $2.09M | 0.00% | +16,713+17.9% | Added |
| First Trust Advisors LP | 102,628 | $1.94M | 0.00% | −3,365−3.2% | Reduced |
| NWF Advisory Services Inc. | 102,618 | $1.94M | 0.21% | −36,370−26.2% | Reduced |
| Cohen & Steers, Inc. | 89,573 | $1.70M | 0.00% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 81,749 | $1.55M | 0.55% | −10,537−11.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 79,517 | $1.51M | 0.00% | −1,188−1.5% | Reduced |
| Commonwealth Equity Services, LLC | 75,333 | $1.43M | 0.00% | +1,825+2.5% | Added |
| Cetera Investment Advisers | 70,754 | $1.34M | 0.00% | +22,852+47.7% | Added |
| City of London Investment Management Co Ltd | 69,776 | $1.32M | 0.10% | +6,931+11.0% | Added |
| Baird Financial Group, Inc. | 64,307 | $1.22M | 0.00% | −2,710−4.0% | Reduced |
| Sage Capital Management, LLC | 60,044 | $1.14M | 0.53% | −813−1.3% | Reduced |
| Evolve Private Wealth, LLC | 57,013 | $1.08M | 0.06% | +57,013 | New |
| Pensionmark Financial Group, LLC | 48,962 | $927.3K | 0.02% | −813−1.6% | Reduced |
| Private Advisor Group, LLC | 48,476 | $918.1K | 0.00% | +6,147+14.5% | Added |
| AE Wealth Management LLC | 43,942 | $832.3K | 0.00% | −3,269−6.9% | Reduced |
| Triumph Capital Management | 43,477 | $823.5K | 0.18% | −2,965−6.4% | Reduced |
| Stephens Inc | 41,807 | $791.8K | 0.01% | +14,998+55.9% | Added |
| AlphaCore Capital LLC | 39,738 | $752.6K | 0.02% | −3,347−7.8% | Reduced |
| Closed-End Fund Advisors, Inc. | 39,603 | $750.1K | 0.44% | +39,603 | New |
| Cyndeo Wealth Partners, LLC | 38,308 | $725.6K | 0.04% | 00.0% | Unchanged |
| Wedbush Securities Inc | 34,843 | $660.0K | 0.02% | +4,888+16.3% | Added |
| Landscape Capital Management, L.L.C. | 34,599 | $655.3K | 0.04% | +8,776+34.0% | Added |
| Guggenheim Capital LLC | 33,748 | $639.2K | 0.00% | +929+2.8% | Added |
| Nations Financial Group Inc, | 33,658 | $637.5K | 0.03% | −600−1.8% | Reduced |
| Abel Hall, LLC | 33,000 | $625.0K | 0.15% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 29,020 | $549.6K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 28,306 | $536.1K | 0.00% | +4,777+20.3% | Added |
| Uhlmann Price Securities, LLC | 25,711 | $486.9K | 0.29% | +781+3.1% | Added |
| Blue Bell Private Wealth Management, LLC | 25,612 | $485.1K | 0.07% | +989+4.0% | Added |
| Stifel Financial Corp | 24,772 | $469.2K | 0.00% | +9,250+59.6% | Added |
| WESPAC Advisors, LLC | 23,777 | $450.3K | 0.24% | −4,041−14.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 22,630 | $428.6K | 0.00% | −1,462−6.1% | Reduced |
| Shaker Financial Services, LLC | 21,555 | $408.3K | 0.13% | +21,555 | New |
| Atomi Financial Group, Inc. | 21,227 | $402.0K | 0.01% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 17,843 | $337.9K | 0.08% | −3,950−18.1% | Reduced |
| Mariner, LLC | 17,667 | $334.6K | 0.00% | +1,889+12.0% | Added |
| Capital Investment Advisory Services, LLC | 17,650 | $334.3K | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 17,620 | $333.7K | 0.00% | −267−1.5% | Reduced |
| Jane Street Group, LLC | 15,141 | $286.8K | 0.00% | +15,141 | New |
| Harbour Wealth Management Group, Inc. | 14,643 | $277.3K | 0.22% | +14,643 | New |
| Benjamin Edwards Inc | 14,162 | $268.2K | 0.00% | +1,500+11.8% | Added |
| Matrix Private Capital Group LLC | 13,800 | $261.4K | 0.13% | −33,656−70.9% | Reduced |
| Vista Investment Partners II, LLC | 13,154 | $249.1K | 0.11% | +1,950+17.4% | Added |
| Goldman Sachs Group Inc | 12,517 | $237.1K | 0.00% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 12,255 | $232.1K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 12,099 | $229.2K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 11,130 | $210.8K | 0.01% | +11,130 | New |
| Ashton Thomas Securities, LLC | 10,880 | $206.1K | 0.04% | 00.0% | Unchanged |
| Decision Investments, Inc | 10,851 | $205.5K | 0.22% | +10,851 | New |
| Concorde Asset Management, LLC | 10,811 | $204.8K | 0.08% | +10,811 | New |
| Wells Fargo & Company | 10,756 | $203.7K | 0.00% | +6,483+151.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 10,359 | $196.2K | 0.00% | +200+2.0% | Added |
| Creative Planning | 10,118 | $191.6K | 0.00% | −10,150−50.1% | Reduced |
| Allworth Financial LP | 9,770 | $185.0K | 0.00% | +341+3.6% | Added |
| CoreCap Advisors, LLC | 8,255 | $156.3K | 0.01% | +278+3.5% | Added |
| Abound Financial, LLC | 7,482 | $141.7K | 0.05% | +7,482 | New |
| Atlantic Union Bankshares Corp | 7,396 | $140.1K | 0.00% | −2,238−23.2% | Reduced |
| Comerica Bank | 6,763 | $128.1K | 0.00% | −67−1.0% | Reduced |
| Rothschild Investment LLC | 6,049 | $114.6K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,631 | $106.7K | 0.00% | +5,631 | New |
| Global Retirement Partners, LLC | 5,610 | $106.3K | 0.00% | +5,610 | New |
| EverSource Wealth Advisors, LLC | 5,000 | $94.7K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 4,397 | $83.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,805 | $72.1K | 0.00% | +250+7.0% | Added |
| SOA Wealth Advisors, LLC. | 3,271 | $62.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,674 | $50.6K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,555 | $48.4K | 0.00% | +2,555 | New |
| Costello Asset Management, INC | 2,443 | $46.3K | 0.02% | −178−6.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,159 | $40.9K | 0.00% | +2,159 | New |
| US Bancorp | 2,117 | $40.1K | 0.00% | +63+3.1% | Added |
| Bartlett & Co. Wealth Management LLC | 2,024 | $39.5K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,883 | $35.7K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,880 | $35.6K | 0.02% | 00.0% | Unchanged |
| Eastern Bank | 1,676 | $31.7K | 0.00% | +50+3.1% | Added |
| Brown, Lisle/Cummings, Inc. | 1,656 | $31.4K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 1,166 | $22.1K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 1,082 | $20.5K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 1,029 | $19.5K | 0.00% | +1,029 | New |
| Founders Capital Management | 1,000 | $18.9K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,000 | $18.9K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 911 | $17.3K | 0.01% | +26+2.9% | Added |