HQH · abrdn Healthcare Investors
$21.50
+0.35 (+1.65%)
At close · Jul 24
Market Cap
$1.23B
Shares
57.19M
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
The Jun 30, 2026 filing window is
still open — showing the latest known positions. Funds that have not filed yet
carry their prior-quarter positions; a fund that filed without this stock counts
as sold out.
Holders: 128
Total Value: $234,195,009
Total Shares: 13,046,592
Showing 1–100
of 128 holdings by value
· page 1 of 2
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 128 13F filersTop Holder
34.7%
of institutional value
Top 5
61.4%
of institutional value
Top 10
74.8%
of institutional value
HHI
1,463
Broadly held
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Mega MORGAN STANLEY | $80,527,127 | 34.38% | 4,526,539 | Shares | Defined | 2026-05-15 | ||||
| Mega RAYMOND JAMES FINANCIAL INC | $21,252,377 | 9.07% | 1,194,625 | Shares | Defined | 2026-05-14 | ||||
| Mid Penserra Capital Management LLC | $20,445,477 | 8.73% | 1,149,268 | Shares | Defined | 2026-05-11 | ||||
| Mid Advisors Asset Management, Inc. | $10,269,081 | 4.38% | 577,239 | Shares | Sole | 2026-05-15 | ||||
| Mega LPL Financial LLC | $9,827,089 | 4.20% | 552,394 | Shares | Sole | 2026-05-06 | ||||
| Mega ROYAL BANK OF CANADA Bank | $9,244,875 | 3.95% | 519,667 | Shares | Defined | 2026-05-15 | ||||
| Mega AMERIPRISE FINANCIAL INC | $8,302,503 | 3.55% | 466,695 | Shares | Defined | 2026-07-17 | ||||
| Mid NEEDHAM INVESTMENT MANAGEMENT LLC | $5,537,741 | 2.36% | 311,284 | Shares | Sole | 2026-05-15 | ||||
| Small Z3 Capital Partners, LLC | $4,044,876 | 1.73% | 227,368 | Shares | Sole | 2026-05-07 | ||||
| Mega BANK OF AMERICA CORP /DE/ Bank | $4,014,704 | 1.71% | 225,672 | Shares | Defined | 2026-05-18 | ||||
| Large Janney Montgomery Scott LLC | $3,651,361 | 1.56% | 205,248 | Shares | Sole | 2026-04-22 | ||||
| Large NewEdge Advisors, LLC | $2,699,419 | 1.15% | 151,738 | Shares | Sole | 2026-06-03 | ||||
| Small Smith Asset Management Co., LLC | $2,477,673 | 1.06% | 112,724 | Shares | Sole | 2026-07-14 | ||||
| Large OSAIC HOLDINGS, INC. | $2,310,510 | 0.99% | 129,877 | Shares | Defined | 2026-05-15 | ||||
| Mega UBS Group AG | $2,293,734 | 0.98% | 128,934 | Shares | Defined | 2026-05-05 | ||||
| Large Kestra Advisory Services, LLC | $2,284,111 | 0.98% | 128,393 | Shares | Sole | 2026-04-30 | ||||
| Small Samalin Investment Counsel, LLC | $2,238,835 | 0.96% | 125,848 | Shares | Sole | 2026-04-23 | ||||
| Mid OPPENHEIMER & CO INC | $2,074,812 | 0.89% | 116,628 | Shares | Sole | 2026-04-24 | ||||
| Mega Invesco Ltd. | $2,002,086 | 0.85% | 112,540 | Shares | Defined | 2026-05-12 | ||||
| Mega FIRST TRUST ADVISORS LP | $1,884,583 | 0.80% | 105,935 | Shares | Sole | 2026-05-13 | ||||
| Small NWF Advisory Services Inc. | $1,792,680 | 0.77% | 100,769 | Shares | Sole | 2026-05-04 | ||||
| Micro Sage Capital Management, LLC | $1,622,277 | 0.69% | 73,807 | Shares | Sole | 2026-07-20 | ||||
| Large COHEN & STEERS, INC. | $1,593,503 | 0.68% | 89,573 | Shares | Sole | 2026-05-15 | ||||
| Large Steward Partners Investment Advisory, LLC | $1,500,550 | 0.64% | 84,348 | Shares | Sole | 2026-05-08 | ||||
| Large Cambridge Investment Research Advisors, Inc. | $1,470,361 | 0.63% | 82,651 | Shares | Sole | 2026-04-30 | ||||
| Large Cetera Investment Advisers | $1,469,382 | 0.63% | 82,596 | Shares | Sole | 2026-05-13 | ||||
| Large COMMONWEALTH EQUITY SERVICES, LLC | $1,341,775 | 0.57% | 75,423 | Shares | Sole | 2026-04-27 | ||||
| Large Baird Financial Group, Inc. | $1,297,317 | 0.55% | 72,924 | Shares | Defined | 2026-05-14 | ||||
| Mid EVOLVE PRIVATE WEALTH, LLC | $1,018,335 | 0.43% | 57,242 | Shares | Sole | 2026-04-16 | ||||
| Mega NORTHERN TRUST CORP Bank | $1,004,902 | 0.43% | 56,487 | Shares | Defined | 2026-05-14 | ||||
| Small Triumph Capital Management | $1,000,353 | 0.43% | 45,512 | Shares | Sole | 2026-07-21 | ||||
| Mid Private Advisor Group, LLC | $991,223 | 0.42% | 55,718 | Shares | Sole | 2026-04-27 | ||||
| Mid CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $924,226 | 0.39% | 51,952 | Shares | Sole | 2026-05-15 | ||||
| Mid AE Wealth Management LLC | $849,454 | 0.36% | 47,749 | Shares | Sole | 2026-05-13 | ||||
| Mid Cyndeo Wealth Partners, LLC | $842,009 | 0.36% | 38,308 | Shares | Sole | 2026-07-21 | ||||
| Large GUGGENHEIM CAPITAL LLC | $788,772 | 0.34% | 44,338 | Shares | Defined | 2026-05-15 | ||||
| Mid AlphaCore Capital LLC | $748,496 | 0.32% | 42,074 | Shares | Sole | 2026-05-15 | ||||
| Small Abel Hall, LLC | $725,340 | 0.31% | 33,000 | Shares | Sole | 2026-07-24 | ||||
| Mid NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $684,061 | 0.29% | 31,122 | Shares | Sole | 2026-07-23 | ||||
| Micro Closed-End Fund Advisors, Inc. | $676,286 | 0.29% | 38,015 | Shares | Sole | 2026-05-11 | ||||
| Mega ENVESTNET ASSET MANAGEMENT INC | $620,017 | 0.26% | 34,852 | Shares | Sole | 2026-05-04 | ||||
| Mid World Investment Advisors | $618,807 | 0.26% | 34,784 | Shares | Sole | 2026-04-27 | ||||
| Mid WEDBUSH SECURITIES INC Broker-Dealer | $600,910 | 0.26% | 33,778 | Shares | Sole | 2026-04-21 | ||||
| Large HighTower Advisors, LLC | $533,166 | 0.23% | 29,970 | Shares | Sole | 2026-05-05 | ||||
| Large Rockefeller Capital Management L.P. | $530,764 | 0.23% | 29,835 | Shares | Defined | 2026-05-14 | ||||
| Mega WELLS FARGO & COMPANY/MN | $481,895 | 0.21% | 27,088 | Shares | Defined | 2026-05-11 | ||||
| Mid XTX Topco Ltd | $435,392 | 0.19% | 24,474 | Shares | Defined | 2026-05-15 | ||||
| Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $434,258 | 0.19% | 19,757 | Shares | Sole | 2026-07-15 | ||||
| Small Sage Capital Advisors,llc | $433,599 | 0.19% | 19,727 | Shares | Sole | 2026-07-09 | ||||
| Mid WOLVERINE ASSET MANAGEMENT LLC | $425,447 | 0.18% | 23,915 | Shares | Defined | 2026-05-04 | ||||
| Mid STEPHENS INC /AR/ | $420,270 | 0.18% | 23,624 | Shares | Defined | 2026-04-28 | ||||
| Micro WESPAC Advisors, LLC | $406,679 | 0.17% | 22,860 | Shares | Sole | 2026-04-29 | ||||
| Small Capital Investment Advisory Services, LLC | $402,871 | 0.17% | 18,329 | Shares | Sole | 2026-07-23 | ||||
| Mid BENJAMIN EDWARDS INC | $392,892 | 0.17% | 17,875 | Shares | Defined | 2026-07-24 | ||||
| Mid UHLMANN PRICE SECURITIES, LLC Broker-Dealer | $382,583 | 0.16% | 17,406 | Shares | Sole | 2026-07-24 | ||||
| Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $372,042 | 0.16% | 20,913 | Shares | Sole | 2026-05-11 | ||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $358,664 | 0.15% | 20,161 | Shares | Other | 2026-05-15 | ||||
| Mega MILLENNIUM MANAGEMENT LLC | $356,031 | 0.15% | 20,013 | Shares | Sole | 2026-05-15 | ||||
| Large Mariner, LLC | $319,152 | 0.14% | 17,940 | Shares | Sole | 2026-05-13 | ||||
| Mid Compound Planning, Inc. | $307,553 | 0.13% | 17,288 | Shares | Sole | 2026-05-14 | ||||
| Mid Independent Advisor Alliance | $297,857 | 0.13% | 16,743 | Shares | Sole | 2026-05-12 | ||||
| Small VISTA INVESTMENT PARTNERS II, LLC | $289,124 | 0.12% | 13,154 | Shares | Sole | 2026-07-21 | ||||
| Large STIFEL FINANCIAL CORP | $262,740 | 0.11% | 14,769 | Shares | Defined | 2026-05-12 | ||||
| Large Creative Planning | $260,925 | 0.11% | 14,667 | Shares | Sole | 2026-05-12 | ||||
| Micro Harbour Wealth Management Group, Inc. | $258,595 | 0.11% | 14,536 | Shares | Sole | 2026-04-17 | ||||
| Small WNY Asset Management, LLC | $252,849 | 0.11% | 14,213 | Shares | Sole | 2026-05-22 | ||||
| Mid CoreCap Advisors, LLC | $252,528 | 0.11% | 11,489 | Shares | Sole | 2026-07-06 | ||||
| Mid INDEPENDENT FINANCIAL GROUP, LLC | $243,010 | 0.10% | 11,056 | Shares | Sole | 2026-07-15 | ||||
| Small 180 WEALTH ADVISORS, LLC | $219,338 | 0.09% | 9,979 | Shares | Sole | 2026-07-07 | ||||
| Mid MOODY LYNN LIEBERSON & WALKER, LLC | $212,414 | 0.09% | 9,664 | Shares | Sole | 2026-07-20 | ||||
| Small ASHTON THOMAS SECURITIES, LLC Broker-Dealer | $206,221 | 0.09% | 11,592 | Shares | Sole | 2026-05-18 | ||||
| Micro Concorde Asset Management, LLC | $204,353 | 0.09% | 11,487 | Shares | Sole | 2026-06-01 | ||||
| Mid Kovack Advisors, Inc. | $203,321 | 0.09% | 11,429 | Shares | Sole | 2026-05-13 | ||||
| Mid Allworth Financial LP | $198,376 | 0.08% | 11,151 | Shares | Sole | 2026-05-15 | ||||
| Mid Equitable Holdings, Inc. | $196,561 | 0.08% | 11,049 | Shares | Defined | 2026-05-15 | ||||
| Large &PARTNERS | $187,399 | 0.08% | 10,534 | Shares | Sole | 2026-05-15 | ||||
| Mid Moors & Cabot, Inc. | $186,243 | 0.08% | 10,469 | Shares | Sole | 2026-05-08 | ||||
| Large MERCER GLOBAL ADVISORS INC /ADV | $184,482 | 0.08% | 10,370 | Shares | Sole | 2026-05-15 | ||||
| Mid Atlantic Union Bankshares Corp | $131,574 | 0.06% | 7,396 | Shares | Defined | 2026-05-12 | ||||
| Large FIFTH THIRD BANCORP Bank | $122,893 | 0.05% | 6,908 | Shares | Defined | 2026-05-01 | ||||
| Mid ROTHSCHILD INVESTMENT LLC | $114,709 | 0.05% | 6,448 | Shares | Sole | 2026-05-07 | ||||
| Mid EverSource Wealth Advisors, LLC | $109,900 | 0.05% | 5,000 | Shares | Sole | 2026-07-24 | ||||
| Mid Advisory Services Network, LLC | $84,484 | 0.04% | 4,749 | Shares | Sole | 2026-05-15 | ||||
| Mid Cullen/Frost Bankers, Inc. Bank | $78,222 | 0.03% | 4,397 | Shares | Defined | 2026-05-05 | ||||
| Micro Osbon Capital Management LLC | $77,742 | 0.03% | 4,370 | Shares | Sole | 2026-05-15 | ||||
| Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $76,301 | 0.03% | 4,289 | Shares | Defined | 2026-05-07 | ||||
| Small SOA Wealth Advisors, LLC. | $71,896 | 0.03% | 3,271 | Shares | Sole | 2026-07-21 | ||||
| Mid HARBOUR INVESTMENTS, INC. | $54,188 | 0.02% | 3,046 | Shares | Sole | 2026-05-15 | ||||
| Mid Farther Finance Advisors, LLC | $51,301 | 0.02% | 2,334 | Shares | Sole | 2026-07-17 | ||||
| Mid North Star Investment Management Corp. | $47,570 | 0.02% | 2,674 | Shares | Sole | 2026-04-23 | ||||
| Mid BARTLETT & CO. WEALTH MANAGEMENT LLC | $44,487 | 0.02% | 2,024 | Shares | Sole | 2026-07-24 | ||||
| Small Costello Asset Management, INC | $41,219 | 0.02% | 2,317 | Shares | Sole | 2026-04-30 | ||||
| Large US BANCORP \DE\ Bank | $40,152 | 0.02% | 2,257 | Shares | Defined | 2026-05-15 | ||||
| Small Millstone Evans Group, LLC | $34,601 | 0.01% | 1,945 | Shares | Sole | 2026-04-30 | ||||
| Small Sunbelt Securities, Inc. Broker-Dealer | $33,498 | 0.01% | 1,883 | Shares | Sole | 2026-05-18 | ||||
| Small Pinnacle Wealth Planning Services, Inc. | $31,150 | 0.01% | 1,751 | Shares | Sole | 2026-05-11 | ||||
| Small BROWN, LISLE/CUMMINGS, INC. | $29,460 | 0.01% | 1,656 | Shares | Sole | 2026-04-20 | ||||
| Small Kennebec Savings Bank Bank | $28,288 | 0.01% | 1,287 | Shares | Sole | 2026-07-13 | ||||
| Small Key Financial Inc | $28,134 | 0.01% | 1,280 | Shares | Sole | 2026-07-24 | ||||
| Mid Bollard Group LLC | $25,119 | 0.01% | 1,412 | Shares | Defined | 2026-05-14 | ||||
| No holders match your search. | ||||||||||
Key facts
CIK
805267
CUSIP
87911J103
13F (30d)
30 filings
30 filers