Abrdn Healthcare InvestorsHQH

13F holders, Q2 2025 (June 30)
114holders +8
16new positions
10sold out
$15.49avg. 13F price*

At the end of Q2 2025, 114 institutions reported holding Abrdn Healthcare Investors (HQH) in their 13F filings, up 8 from Q1 2025. 16 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($58.7M), Raymond James Financial Inc. ($20.1M) and Penserra Capital Management LLC ($16.1M).

Company
Abrdn Healthcare Investors
CUSIP
87911J103
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 119Q1 2024Q2 2024: 112Q2 2024Q3 2024: 121Q3 2024Q4 2024: 119Q4 2024Q1 2025: 106Q1 2025Q2 2025: 114Q2 2025Q3 2025: 120Q3 2025Q4 2025: 123Q4 2025Q1 2026: 128Q1 2026Q2 2026: 125Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions16$2.5M
Exits10$1.9M

All 13F filers, Q1 2025 → Q2 2025: 1,182,071 shares bought and 1,382,174 shares sold, net −200,103 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 114 holders

Morgan Stanley 0.00% Add +12.1% 3,786,392 $58.7M
Raymond James Financial Inc. 0.01% Add +9.3% 1,299,644 $20.1M
Penserra Capital Management LLC 0.23% Add +3.0% 1,039,237 $16.1M
Royal Bank of Canada 0.00% Reduce -4.6% 505,285 $7.8M
LPL Financial LLC 0.00% Add +12.0% 393,067 $6.1M
Advisors Asset Management, Inc. 0.10% Add +32.8% 352,146 $5.5M
Ameriprise Financial Inc. 0.00% Add +7.6% 347,070 $5.4M
Needham Investment Management LLC 0.35% Add +7.1% 283,178 $4.4M
WNY Asset Management, LLC 0.34% Add +9.6% 199,926 $3.1M
Bank of America Corp. 0.00% Reduce -11.4% 190,697 $3.0M
Saba Capital Management, L.P. 0.07% Reduce -86.3% 164,102 $2.5M
Oppenheimer & Co. Inc. 0.03% Add +9.6% 156,766 $2.4M
Janney Montgomery Scott LLC 0.01% Add +0.5% 156,361 $2.4M
First Trust Advisors LP 0.00% Reduce -20.7% 143,932 $2.2M
Osaic Holdings, Inc. 0.00% Reduce -2.7% 125,773 $1.9M
Smith Asset Management Co., LLC 1.60% Reduce -1.0% 119,520 $1.9M
UBS Group AG 0.00% Reduce -15.8% 113,147 $1.8M
Cohen & Steers, Inc. 0.00% No change 107,573 $1.7M
Kestra Advisory Services, LLC 0.01% Add +20.3% 104,809 $1.6M
NWF Advisory Services Inc. 0.19% Add +5.0% 103,662 $1.6M
Prevail Innovative Wealth Advisors, LLC 0.36% Add +65.9% 103,537 $1.6M
Samalin Investment Counsel, LLC 0.53% Add +9.8% 87,850 $1.4M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -5.9% 78,836 $1.2M
Commonwealth Equity Services, LLC 0.00% Reduce -7.0% 78,077 $1.2M
Sage Capital Management, LLC 0.57% Reduce -1.3% 75,934 $1.2M
Invesco Ltd. 0.00% Add +59.8% 74,168 $1.1M
Readystate Asset Management LP 0.09% Add +132.1% 73,834 $1.1M
Jane Street Group, LLC 0.00% Add +387.6% 71,414 $1.1M
Baird Financial Group, Inc. 0.00% Reduce -37.1% 70,400 $1.1M
Wolverine Asset Management LLC 0.07% Add +35.1% 63,862 $989K
City of London Investment Management Co. Ltd. 0.09% No change 62,415 $967K
Private Advisor Group, LLC 0.00% Reduce -3.1% 50,523 $783K
Matrix Private Capital Group LLC 0.43% Reduce -13.6% 47,446 $735K
AE Wealth Management LLC 0.01% Add +0.8% 47,137 $730K
Cetera Investment Advisers 0.00% Reduce -12.2% 47,087 $729K
Guggenheim Capital LLC 0.01% Reduce -1.2% 46,321 $718K
Triumph Capital Management 0.21% Reduce -21.5% 44,999 $697K
NewEdge Advisors, LLC 0.00% Add +2.1% 44,130 $684K
AlphaCore Capital LLC 0.03% Add +72.4% 43,352 $672K
Cyndeo Wealth Partners, LLC 0.04% No change 38,308 $593K
Nations Financial Group Inc, /Ia/ 0.04% Reduce -1.3% 34,236 $530K
Abel Hall, LLC 0.24% New 33,000 $511K
Stephens Inc. 0.01% Add +13.4% 32,917 $510K
Blue Bell Private Wealth Management, LLC 0.08% Reduce -4.3% 31,333 $485K
Envestnet Asset Management Inc. 0.00% Add +9.3% 28,687 $444K
Rockefeller Capital Management L.P. 0.00% Reduce -15.6% 27,020 $419K
WESPAC Advisors, LLC 0.28% Add +6.1% 26,097 $404K
Elequin Capital, LP 0.12% New 23,692 $367K
Uhlmann Price Securities, LLC 0.26% Reduce -5.9% 23,272 $360K
Steward Partners Investment Advisory, LLC 0.00% Reduce -7.9% 23,230 $360K
Compound Planning, Inc. 0.01% Reduce 0.0% 22,667 $351K
Sage Capital Advisors,llc 0.08% Reduce -5.5% 21,900 $339K
Wedbush Securities Inc. 0.01% Reduce -9.3% 21,868 $339K
Clough Capital Partners L P 0.03% New 20,043 $310K
Laird Norton Wetherby Wealth Management, LLC 0.01% — 19,442 $301K
Balyasny Asset Management L.P. 0.00% New 18,872 $292K
HighTower Advisors, LLC 0.00% Add +7.4% 18,004 $279K
Susquehanna International Group, LLP 0.00% New 17,592 $273K
Capital Investment Advisory Services, LLC 0.02% Add +2.4% 16,645 $258K
Stifel Financial Corp. 0.00% Reduce -3.2% 15,825 $245K
RFG Advisory, LLC 0.01% Add +8.8% 14,276 $221K
Ashton Thomas Securities, LLC 0.05% Reduce -41.6% 13,809 $214K
Mariner, LLC 0.00% New 12,518 $194K
Goldman Sachs Group Inc. 0.00% Add +3.5% 12,140 $188K
IFP Advisors, Inc 0.01% No change 12,099 $187K
Independent Financial Group, LLC 0.01% Reduce -8.0% 11,986 $186K
Milestone Asset Management, LLC 0.04% Reduce -13.3% 11,913 $185K
Moloney Securities Asset Management, LLC 0.02% Reduce -28.4% 11,690 $181K
Vista Investment Partners Ii, LLC 0.08% New 11,204 $174K
Wells Fargo & Company 0.00% Add +90.2% 10,832 $168K
&partners 0.00% New 10,007 $155K
Allworth Financial LP 0.00% Add +53894.1% 9,179 $142K
Comerica Bank 0.00% Add +20.4% 9,072 $141K
Ameritas Advisory Services, LLC 0.01% New 6,175 $96K
Rothschild Investment LLC 0.01% Add +7.0% 5,869 $91K
CoreCap Advisors, LLC 0.00% Add +13.9% 5,416 $84K
EverSource Wealth Advisors, LLC 0.00% No change 5,000 $77K
Cullen/Frost Bankers, Inc. 0.00% No change 4,397 $68K
Nexus Investment Management ULC 0.01% No change 3,940 $61K
Colonial Trust Advisors 0.00% New 3,697 $57K
Northwestern Mutual Wealth Management Co. 0.00% Add +6.4% 3,449 $53K
US Bancorp \de 0.00% Reduce -7.9% 3,439 $53K
SOA Wealth Advisors, LLC. 0.01% Reduce -43.3% 3,271 $51K
Sunbelt Securities, Inc. 0.00% No change 3,086 $50K
Geneos Wealth Management Inc. 0.00% Add +9232.3% 2,893 $45K
North Star Investment Management Corp. 0.00% No change 2,674 $41K
Costello Asset Management, INC 0.01% Add +3.0% 2,554 $40K
NFSG Corp 0.01% New 2,168 $34K
Bartlett & Co. Wealth Management LLC 0.00% No change 2,024 $31K
Millstone Evans Group, LLC 0.02% No change 1,880 $29K
Brown, Lisle/Cummings, Inc. 0.01% Add +3.5% 1,656 $26K
Optimum Investment Advisors 0.01% No change 1,350 $21K
Key Financial Inc 0.00% Add +7.0% 1,132 $18K
Ransom Advisory, Ltd 0.01% No change 1,082 $17K
Founders Capital Management 0.01% No change 1,000 $15K
Truvestments Capital LLC 0.00% No change 968 $15K
Pinnacle Bancorp, Inc. 0.00% New 887 $14K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Add +205.5% 773 $12K
CIBC Private Wealth Group LLC 0.00% Add +69900.0% 700 $11K
Beacon Capital Management, LLC 0.00% New 584 $9K

"% of holder's portfolio" is HQH's weight in each manager's 13F, not the share of Abrdn Healthcare Investors the manager owns.

Show all 114 holders