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 2026
Institutional positions in abrdn Healthcare Investors as of Mar 31, 2026. 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
- 128
- +10 vs. Q4 2025
- Shares held
- 13.0M
- −29.1K (−0.2%) vs. Q4 2025
- Total value
- $231.8M
- −$15.5M (−6.3%) vs. Q4 2025
- New holders
- 21
- 56 more added
- Sold out
- 11
- 26 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding abrdn Healthcare Investors; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 4,526,539 | $80.5M | 0.00% | −156,927−3.4% | Reduced |
| Raymond James Financial Inc | 1,194,625 | $21.3M | 0.01% | +11,694+1.0% | Added |
| Penserra Capital Management LLC | 1,149,268 | $20.4M | 0.24% | −171,877−13.0% | Reduced |
| Advisors Asset Management, Inc. | 577,239 | $10.3M | 0.17% | +113,085+24.4% | Added |
| LPL Financial LLC | 552,394 | $9.83M | 0.00% | +51,327+10.2% | Added |
| Royal Bank of Canada | 519,667 | $9.24M | 0.00% | +2,582+0.5% | Added |
| Ameriprise Financial Inc | 466,695 | $8.30M | 0.00% | +10,646+2.3% | Added |
| Needham Investment Management LLC | 311,284 | $5.54M | 0.28% | +19,354+6.6% | Added |
| Z3 Capital Partners, LLC | 227,368 | $4.04M | 1.02% | +4,723+2.1% | Added |
| Bank of America Corp | 225,672 | $4.01M | 0.00% | +37,177+19.7% | Added |
| Janney Montgomery Scott LLC | 205,248 | $3.65M | 0.01% | +15,350+8.1% | Added |
| GWM Advisors LLC | 151,738 | $2.70M | 0.01% | +37,393+32.7% | Added |
| Advisor Group Holdings, Inc. | 129,877 | $2.31M | 0.00% | −1,326−1.0% | Reduced |
| UBS Group AG | 128,934 | $2.29M | 0.00% | +4,752+3.8% | Added |
| Kestra Advisory Services, LLC | 128,393 | $2.28M | 0.01% | +8,321+6.9% | Added |
| Samalin Investment Counsel, LLC | 125,848 | $2.24M | 0.79% | +44,099+53.9% | Added |
| Oppenheimer & Co Inc | 116,628 | $2.07M | 0.03% | −13,489−10.4% | Reduced |
| Smith Asset Management Co., LLC | 115,261 | $2.05M | 1.76% | −1,799−1.5% | Reduced |
| Invesco Ltd. | 112,540 | $2.00M | 0.00% | +2,376+2.2% | Added |
| First Trust Advisors LP | 105,935 | $1.88M | 0.00% | +3,307+3.2% | Added |
| NWF Advisory Services Inc. | 100,769 | $1.79M | 0.20% | −1,849−1.8% | Reduced |
| Cohen & Steers, Inc. | 89,573 | $1.59M | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 84,348 | $1.50M | 0.01% | +61,718+272.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 82,651 | $1.47M | 0.00% | +3,134+3.9% | Added |
| Cetera Investment Advisers | 82,596 | $1.47M | 0.00% | +11,842+16.7% | Added |
| Commonwealth Equity Services, LLC | 75,423 | $1.34M | 0.00% | +90+0.1% | Added |
| Baird Financial Group, Inc. | 72,924 | $1.30M | 0.00% | +8,617+13.4% | Added |
| Sage Capital Management, LLC | 62,475 | $1.11M | 0.52% | +2,431+4.0% | Added |
| Evolve Private Wealth, LLC | 57,242 | $1.02M | 0.05% | +229+0.4% | Added |
| Northern Trust Corp | 56,487 | $1.00M | 0.00% | +56,487 | New |
| Private Advisor Group, LLC | 55,718 | $991.2K | 0.00% | +7,242+14.9% | Added |
| City of London Investment Management Co Ltd | 51,952 | $924.2K | 0.07% | −17,824−25.5% | Reduced |
| AE Wealth Management LLC | 47,749 | $849.5K | 0.00% | +3,807+8.7% | Added |
| Triumph Capital Management | 44,945 | $799.6K | 0.16% | +1,468+3.4% | Added |
| Guggenheim Capital LLC | 44,338 | $788.8K | 0.01% | +10,590+31.4% | Added |
| AlphaCore Capital LLC | 42,074 | $748.5K | 0.02% | +2,336+5.9% | Added |
| Cyndeo Wealth Partners, LLC | 38,308 | $681.5K | 0.04% | 00.0% | Unchanged |
| Closed-End Fund Advisors, Inc. | 38,015 | $676.3K | 0.69% | −1,588−4.0% | Reduced |
| Envestnet Asset Management Inc | 34,852 | $620.0K | 0.00% | +6,546+23.1% | Added |
| Pensionmark Financial Group, LLC | 34,784 | $618.8K | 0.01% | −14,178−29.0% | Reduced |
| Wedbush Securities Inc | 33,778 | $601.0K | 0.02% | −1,065−3.1% | Reduced |
| Abel Hall, LLC | 33,000 | $587.1K | 0.13% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 32,488 | $578.0K | 0.03% | −1,170−3.5% | Reduced |
| HighTower Advisors, LLC | 29,970 | $533.2K | 0.00% | +12,350+70.1% | Added |
| Rockefeller Capital Management L.P. | 29,835 | $530.8K | 0.00% | +815+2.8% | Added |
| Wells Fargo & Company | 27,088 | $481.9K | 0.00% | +16,332+151.8% | Added |
| Uhlmann Price Securities, LLC | 26,490 | $471.3K | 0.03% | +779+3.0% | Added |
| XTX Topco Ltd | 24,474 | $435.4K | 0.01% | +24,474 | New |
| Wolverine Asset Management LLC | 23,915 | $425.4K | 0.01% | −122,864−83.7% | Reduced |
| Stephens Inc | 23,624 | $420.3K | 0.01% | −18,183−43.5% | Reduced |
| WESPAC Advisors, LLC | 22,860 | $406.7K | 0.22% | −917−3.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 20,913 | $372.0K | 0.05% | −4,699−18.3% | Reduced |
| Susquehanna International Group, LLP | 20,161 | $358.7K | 0.00% | +20,161 | New |
| Millennium Management LLC | 20,013 | $356.0K | 0.00% | +20,013 | New |
| Sage Capital Advisors,llc | 19,288 | $343.1K | 0.08% | +1,445+8.1% | Added |
| Capital Investment Advisory Services, LLC | 18,106 | $322.1K | 0.02% | +456+2.6% | Added |
| Mariner, LLC | 17,940 | $317.3K | 0.00% | +273+1.5% | Added |
| Atomi Financial Group, Inc. | 17,288 | $307.6K | 0.01% | −3,939−18.6% | Reduced |
| Benjamin Edwards Inc | 16,873 | $300.2K | 0.00% | +2,711+19.1% | Added |
| Independent Advisor Alliance | 16,743 | $297.9K | 0.00% | +16,743 | New |
| Shaker Financial Services, LLC | 16,260 | $289.3K | 0.10% | −5,295−24.6% | Reduced |
| Stifel Financial Corp | 14,769 | $262.7K | 0.00% | −10,003−40.4% | Reduced |
| Creative Planning | 14,667 | $260.9K | 0.00% | +4,549+45.0% | Added |
| Harbour Wealth Management Group, Inc. | 14,536 | $258.6K | 0.19% | −107−0.7% | Reduced |
| WNY Asset Management, LLC | 14,213 | $252.8K | 0.03% | +14,213 | New |
| Vista Investment Partners II, LLC | 13,154 | $234.0K | 0.11% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 13,059 | $232.3K | 0.01% | +804+6.6% | Added |
| Equitable Holdings, Inc. | 11,049 | $209.3K | 0.00% | +11,049 | New |
| Kovack Advisors, Inc. | 11,429 | $208.9K | 0.01% | +299+2.7% | Added |
| Ashton Thomas Securities, LLC | 11,592 | $206.2K | 0.03% | +712+6.5% | Added |
| Concorde Asset Management, LLC | 11,487 | $204.4K | 0.10% | +676+6.3% | Added |
| Allworth Financial LP | 11,151 | $198.4K | 0.00% | +1,381+14.1% | Added |
| Decision Investments, Inc | 10,861 | $193.2K | 0.22% | +10+0.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 10,534 | $187.4K | 0.00% | +175+1.7% | Added |
| Moors & Cabot, Inc. | 10,469 | $186.2K | 0.01% | +10,469 | New |
| Mercer Global Advisors Inc | 10,370 | $184.5K | 0.00% | +10,370 | New |
| CoreCap Advisors, LLC | 8,606 | $153.1K | 0.01% | +351+4.3% | Added |
| Atlantic Union Bankshares Corp | 7,396 | $131.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 6,908 | $122.9K | 0.00% | +6,908 | New |
| Rothschild Investment LLC | 6,448 | $114.7K | 0.01% | +399+6.6% | Added |
| EverSource Wealth Advisors, LLC | 5,000 | $89.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 4,749 | $84.5K | 0.00% | +4,749 | New |
| Cullen/Frost Bankers, Inc. | 4,397 | $78.2K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 4,370 | $77.7K | 0.06% | +4,370 | New |
| Northwestern Mutual Wealth Management Co | 4,289 | $76.3K | 0.00% | +484+12.7% | Added |
| SOA Wealth Advisors, LLC. | 3,271 | $58.2K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,046 | $54.2K | 0.00% | +2,181+252.1% | Added |
| North Star Investment Management Corp. | 2,674 | $47.6K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 2,317 | $41.2K | 0.01% | −126−5.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,024 | $40.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,257 | $40.2K | 0.00% | +140+6.6% | Added |
| Millstone Evans Group, LLC | 1,945 | $34.6K | 0.02% | +65+3.5% | Added |
| Sunbelt Securities, Inc. | 1,883 | $33.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,751 | $31.1K | 0.00% | −408−18.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,656 | $29.5K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 1,412 | $25.0K | 0.00% | +1,412 | New |
| Farther Finance Advisors, LLC | 1,334 | $24.4K | 0.00% | +334+33.4% | Added |
| Key Financial Inc | 1,242 | $22.1K | 0.00% | +76+6.5% | Added |
| MAI Capital Management | 1,029 | $18.3K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 1,000 | $17.8K | 0.01% | 00.0% | Unchanged |