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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 3 | $53 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3 | $54 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4 | $73 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 25 | $445 | 0.00% | +25 | New |
| Jones Financial Companies LLLP | 52 | $906 | 0.00% | −624−92.3% | Reduced |
| Geneos Wealth Management Inc. | 72 | $1.28K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 95 | $1.69K | 0.00% | 00.0% | Unchanged |
| Nexus Investment Management ULC | 101 | $1.80K | 0.00% | +101 | New |
| CWM, LLC | 125 | $2.22K | 0.00% | +125 | New |
| Root Financial Partners, LLC | 146 | $2.60K | 0.00% | +146 | New |
| Highline Wealth Partners LLC | 170 | $3.02K | 0.00% | +170 | New |
| Assetmark, Inc | 192 | $3.42K | 0.00% | −12−5.9% | Reduced |
| Vision Retirement, LLC | 206 | $3.67K | 0.00% | +6+3.0% | Added |
| Pinnacle Bancorp, Inc. | 216 | $3.84K | 0.00% | +11+5.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 245 | $4.36K | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 268 | $4.77K | 0.00% | −7,214−96.4% | Reduced |
| BlackRock, Inc. | 268 | $4.77K | 0.00% | +268 | New |
| Citigroup Inc | 311 | $5.53K | 0.00% | +18+6.1% | Added |
| JPMorgan Chase & Co | 365 | $6.30K | 0.00% | +12+3.4% | Added |
| Beaird Harris Wealth Management, LLC | 385 | $6.85K | 0.00% | +385 | New |
| Mather Group, LLC. | 416 | $7.40K | 0.00% | +416 | New |
| Spire Wealth Management | 535 | $9.52K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 540 | $9.61K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 764 | $13.6K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 820 | $14.6K | 0.01% | −91−10.0% | Reduced |
| The PNC Financial Services Group, Inc. | 828 | $14.7K | 0.00% | −4,803−85.3% | Reduced |
| Founders Capital Management | 1,000 | $17.8K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 1,029 | $18.3K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,242 | $22.1K | 0.00% | +76+6.5% | Added |
| Farther Finance Advisors, LLC | 1,334 | $24.4K | 0.00% | +334+33.4% | Added |
| Bollard Group LLC | 1,412 | $25.0K | 0.00% | +1,412 | New |
| Brown, Lisle/Cummings, Inc. | 1,656 | $29.5K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,751 | $31.1K | 0.00% | −408−18.9% | Reduced |
| Sunbelt Securities, Inc. | 1,883 | $33.5K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,945 | $34.6K | 0.02% | +65+3.5% | Added |
| US Bancorp | 2,257 | $40.2K | 0.00% | +140+6.6% | Added |
| Bartlett & Co. Wealth Management LLC | 2,024 | $40.3K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 2,317 | $41.2K | 0.01% | −126−5.2% | Reduced |
| North Star Investment Management Corp. | 2,674 | $47.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,046 | $54.2K | 0.00% | +2,181+252.1% | Added |
| SOA Wealth Advisors, LLC. | 3,271 | $58.2K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,289 | $76.3K | 0.00% | +484+12.7% | Added |
| Osbon Capital Management LLC | 4,370 | $77.7K | 0.06% | +4,370 | New |
| Cullen/Frost Bankers, Inc. | 4,397 | $78.2K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 4,749 | $84.5K | 0.00% | +4,749 | New |
| EverSource Wealth Advisors, LLC | 5,000 | $89.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6,448 | $114.7K | 0.01% | +399+6.6% | Added |
| Fifth Third Bancorp | 6,908 | $122.9K | 0.00% | +6,908 | New |
| Atlantic Union Bankshares Corp | 7,396 | $131.6K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 8,606 | $153.1K | 0.01% | +351+4.3% | Added |
| Mercer Global Advisors Inc | 10,370 | $184.5K | 0.00% | +10,370 | New |
| Moors & Cabot, Inc. | 10,469 | $186.2K | 0.01% | +10,469 | New |
| Wiley Bros.-Aintree Capital, LLC | 10,534 | $187.4K | 0.00% | +175+1.7% | Added |
| Decision Investments, Inc | 10,861 | $193.2K | 0.22% | +10+0.1% | Added |
| Allworth Financial LP | 11,151 | $198.4K | 0.00% | +1,381+14.1% | Added |
| Concorde Asset Management, LLC | 11,487 | $204.4K | 0.10% | +676+6.3% | Added |
| Ashton Thomas Securities, LLC | 11,592 | $206.2K | 0.03% | +712+6.5% | Added |
| Kovack Advisors, Inc. | 11,429 | $208.9K | 0.01% | +299+2.7% | Added |
| Equitable Holdings, Inc. | 11,049 | $209.3K | 0.00% | +11,049 | New |
| Independent Financial Group, LLC | 13,059 | $232.3K | 0.01% | +804+6.6% | Added |
| Vista Investment Partners II, LLC | 13,154 | $234.0K | 0.11% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 14,213 | $252.8K | 0.03% | +14,213 | New |
| Harbour Wealth Management Group, Inc. | 14,536 | $258.6K | 0.19% | −107−0.7% | Reduced |
| Creative Planning | 14,667 | $260.9K | 0.00% | +4,549+45.0% | Added |
| Stifel Financial Corp | 14,769 | $262.7K | 0.00% | −10,003−40.4% | Reduced |
| Shaker Financial Services, LLC | 16,260 | $289.3K | 0.10% | −5,295−24.6% | Reduced |
| Independent Advisor Alliance | 16,743 | $297.9K | 0.00% | +16,743 | New |
| Benjamin Edwards Inc | 16,873 | $300.2K | 0.00% | +2,711+19.1% | Added |
| Atomi Financial Group, Inc. | 17,288 | $307.6K | 0.01% | −3,939−18.6% | Reduced |
| Mariner, LLC | 17,940 | $317.3K | 0.00% | +273+1.5% | Added |
| Capital Investment Advisory Services, LLC | 18,106 | $322.1K | 0.02% | +456+2.6% | Added |
| Sage Capital Advisors,llc | 19,288 | $343.1K | 0.08% | +1,445+8.1% | Added |
| Millennium Management LLC | 20,013 | $356.0K | 0.00% | +20,013 | New |
| Susquehanna International Group, LLP | 20,161 | $358.7K | 0.00% | +20,161 | New |
| Blue Bell Private Wealth Management, LLC | 20,913 | $372.0K | 0.05% | −4,699−18.3% | Reduced |
| WESPAC Advisors, LLC | 22,860 | $406.7K | 0.22% | −917−3.9% | Reduced |
| Stephens Inc | 23,624 | $420.3K | 0.01% | −18,183−43.5% | Reduced |
| Wolverine Asset Management LLC | 23,915 | $425.4K | 0.01% | −122,864−83.7% | Reduced |
| XTX Topco Ltd | 24,474 | $435.4K | 0.01% | +24,474 | New |
| Uhlmann Price Securities, LLC | 26,490 | $471.3K | 0.03% | +779+3.0% | Added |
| Wells Fargo & Company | 27,088 | $481.9K | 0.00% | +16,332+151.8% | Added |
| Rockefeller Capital Management L.P. | 29,835 | $530.8K | 0.00% | +815+2.8% | Added |
| HighTower Advisors, LLC | 29,970 | $533.2K | 0.00% | +12,350+70.1% | Added |
| Nations Financial Group Inc, | 32,488 | $578.0K | 0.03% | −1,170−3.5% | Reduced |
| Abel Hall, LLC | 33,000 | $587.1K | 0.13% | 00.0% | Unchanged |
| Wedbush Securities Inc | 33,778 | $601.0K | 0.02% | −1,065−3.1% | Reduced |
| Pensionmark Financial Group, LLC | 34,784 | $618.8K | 0.01% | −14,178−29.0% | Reduced |
| Envestnet Asset Management Inc | 34,852 | $620.0K | 0.00% | +6,546+23.1% | Added |
| Closed-End Fund Advisors, Inc. | 38,015 | $676.3K | 0.69% | −1,588−4.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 38,308 | $681.5K | 0.04% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 42,074 | $748.5K | 0.02% | +2,336+5.9% | Added |
| Guggenheim Capital LLC | 44,338 | $788.8K | 0.01% | +10,590+31.4% | Added |
| Triumph Capital Management | 44,945 | $799.6K | 0.16% | +1,468+3.4% | Added |
| AE Wealth Management LLC | 47,749 | $849.5K | 0.00% | +3,807+8.7% | Added |
| City of London Investment Management Co Ltd | 51,952 | $924.2K | 0.07% | −17,824−25.5% | Reduced |
| Private Advisor Group, LLC | 55,718 | $991.2K | 0.00% | +7,242+14.9% | Added |
| Northern Trust Corp | 56,487 | $1.00M | 0.00% | +56,487 | New |
| Evolve Private Wealth, LLC | 57,242 | $1.02M | 0.05% | +229+0.4% | Added |