Abrdn Healthcare InvestorsHQH
13F holders, Q3 2025 (September 30)120holders +6
20new positions
14sold out
$18.44avg. 13F price*
At the end of Q3 2025, 120 institutions reported holding Abrdn Healthcare Investors (HQH) in their 13F filings, up 6 from Q2 2025. 20 opened new positions and 14 sold out. The largest holders were Morgan Stanley ($77.6M), Penserra Capital Management LLC ($22.1M) and Raymond James Financial Inc. ($21.9M).
- Company
- Abrdn Healthcare Investors
- CUSIP
- 87911J103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $4.4M |
| Exits | 14 | $5.1M |
All 13F filers, Q2 2025 → Q3 2025: 1,139,100 shares bought and 712,682 shares sold, net +426,418 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 120 holders
| Morgan Stanley | 0.00% | Add +11.0% | 4,201,918 | $77.6M |
| Penserra Capital Management LLC | 0.27% | Add +15.4% | 1,198,855 | $22.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -8.8% | 1,185,930 | $21.9M |
| Royal Bank of Canada | 0.00% | Reduce -1.4% | 498,478 | $9.2M |
| Ameriprise Financial Inc. | 0.00% | Add +18.7% | 411,938 | $7.6M |
| LPL Financial LLC | 0.00% | Add +3.1% | 405,400 | $7.5M |
| Advisors Asset Management, Inc. | 0.11% | Add +3.3% | 363,807 | $6.7M |
| Needham Investment Management LLC | 0.38% | Add +3.1% | 291,930 | $5.4M |
| WNY Asset Management, LLC | 0.38% | Add +7.0% | 213,950 | $3.9M |
| Bank of America Corp. | 0.00% | Add +0.2% | 191,036 | $3.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.9% | 159,374 | $2.9M |
| UBS Group AG | 0.00% | Add +40.4% | 158,851 | $2.9M |
| NWF Advisory Services Inc. | 0.28% | Add +34.1% | 138,988 | $2.6M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -20.4% | 124,811 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Add +3.3% | 129,929 | $2.2M |
| Smith Asset Management Co., LLC | 1.85% | Reduce -1.8% | 117,345 | $2.2M |
| Prevail Innovative Wealth Advisors, LLC | 0.42% | Add +13.1% | 117,129 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +3.5% | 108,526 | $2.0M |
| First Trust Advisors LP | 0.00% | Reduce -26.4% | 105,993 | $2.0M |
| NewEdge Advisors, LLC | 0.01% | Add +130.2% | 101,586 | $1.9M |
| Thomas J. Herzfeld Advisors, Inc. | 0.60% | New | 94,616 | $1.7M |
| Invesco Ltd. | 0.00% | Add +26.0% | 93,451 | $1.7M |
| Samalin Investment Counsel, LLC | 0.59% | Add +5.0% | 92,286 | $1.7M |
| Cohen & Steers, Inc. | 0.00% | Reduce -16.7% | 89,573 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.4% | 80,705 | $1.5M |
| Saba Capital Management, L.P. | 0.05% | Reduce -50.9% | 80,556 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.8% | 73,508 | $1.4M |
| Baird Financial Group, Inc. | 0.00% | Reduce -4.8% | 67,017 | $1.2M |
| City of London Investment Management Co. Ltd. | 0.09% | Add +0.7% | 62,845 | $1.2M |
| Sage Capital Management, LLC | 0.51% | Reduce -19.9% | 60,857 | $1.1M |
| World Investment Advisors | 0.02% | New | 49,775 | $919K |
| Cetera Investment Advisers | 0.00% | Add +1.7% | 47,902 | $884K |
| Matrix Private Capital Group LLC | 0.46% | Add +0.0% | 47,456 | $876K |
| AE Wealth Management LLC | 0.01% | Add +0.2% | 47,211 | $872K |
| Triumph Capital Management | 0.23% | Add +3.2% | 46,442 | $857K |
| AlphaCore Capital LLC | 0.03% | Reduce -0.6% | 43,085 | $795K |
| Private Advisor Group, LLC | 0.00% | Reduce -16.2% | 42,329 | $781K |
| Cyndeo Wealth Partners, LLC | 0.04% | No change | 38,308 | $707K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +0.1% | 34,258 | $632K |
| Abel Hall, LLC | 0.25% | No change | 33,000 | $609K |
| Guggenheim Capital LLC | 0.00% | Reduce -29.1% | 32,819 | $606K |
| Wedbush Securities Inc. | 0.02% | Add +37.0% | 29,955 | $553K |
| Rockefeller Capital Management L.P. | 0.00% | Add +7.4% | 29,020 | $536K |
| WESPAC Advisors, LLC | 0.30% | Add +6.6% | 27,818 | $514K |
| Stephens Inc. | 0.01% | Reduce -18.6% | 26,809 | $495K |
| Landscape Capital Management, L.L.C. | 0.03% | New | 25,823 | $477K |
| Uhlmann Price Securities, LLC | 0.28% | Add +7.1% | 24,930 | $460K |
| Blue Bell Private Wealth Management, LLC | 0.07% | Reduce -21.4% | 24,623 | $455K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.7% | 24,092 | $445K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -18.0% | 23,529 | $434K |
| Sage Capital Advisors,llc | 0.10% | Reduce -0.5% | 21,793 | $402K |
| Compound Planning, Inc. | 0.01% | Reduce -6.3% | 21,227 | $392K |
| Creative Planning | 0.00% | New | 20,268 | $374K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.7% | 17,887 | $330K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +6.0% | 17,650 | $326K |
| Mariner, LLC | 0.00% | Add +26.0% | 15,778 | $291K |
| Stifel Financial Corp. | 0.00% | Reduce -1.9% | 15,522 | $287K |
| Benjamin Edwards Inc. | 0.00% | New | 12,662 | $234K |
| Goldman Sachs Group Inc. | 0.00% | Add +3.1% | 12,517 | $231K |
| Independent Financial Group, LLC | 0.01% | Add +2.2% | 12,255 | $226K |
| IFP Advisors, Inc | 0.01% | No change | 12,099 | $223K |
| Moloney Securities Asset Management, LLC | 0.03% | Add +3.3% | 12,080 | $223K |
| RFG Advisory, LLC | 0.00% | Reduce -15.9% | 12,009 | $222K |
| Vista Investment Partners Ii, LLC | 0.10% | No change | 11,204 | $207K |
| Ashton Thomas Securities, LLC | 0.03% | Reduce -21.2% | 10,880 | $201K |
| &partners | 0.00% | Add +1.5% | 10,159 | $188K |
| HRT Financial LP | 0.00% | New | 10,099 | $186K |
| Atlantic Union Bankshares Corp | 0.00% | New | 9,634 | $178K |
| Allworth Financial LP | 0.00% | Add +2.7% | 9,429 | $174K |
| CoreCap Advisors, LLC | 0.01% | Add +47.3% | 7,977 | $147K |
| Comerica Bank | 0.00% | Reduce -24.7% | 6,830 | $126K |
| Rothschild Investment LLC | 0.01% | Add +3.1% | 6,049 | $112K |
| Advisory Services Network, LLC | 0.00% | New | 5,249 | $97K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 5,000 | $92K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 4,397 | $81K |
| Wells Fargo & Company | 0.00% | Reduce -60.5% | 4,273 | $79K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.1% | 3,555 | $66K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 3,271 | $60K |
| North Star Investment Management Corp. | 0.00% | No change | 2,674 | $49K |
| Costello Asset Management, INC | 0.02% | Add +2.6% | 2,621 | $48K |
| NFSG Corp | 0.01% | Add +3.1% | 2,235 | $41K |
| Guerra Advisors Inc | 0.01% | New | 2,097 | $39K |
| US Bancorp \de | 0.00% | Reduce -40.3% | 2,054 | $38K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -67.2% | 2,025 | $37K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,024 | $37K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -39.0% | 1,883 | $35K |
| Millstone Evans Group, LLC | 0.02% | No change | 1,880 | $35K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 1,656 | $31K |
| Eastern Bank | 0.00% | New | 1,626 | $30K |
| Optimum Investment Advisors | 0.01% | No change | 1,350 | $25K |
| Key Financial Inc | 0.00% | Add +3.0% | 1,166 | $22K |
| Ransom Advisory, Ltd | 0.01% | No change | 1,082 | $20K |
| Founders Capital Management | 0.01% | No change | 1,000 | $18K |
| Highline Wealth Partners LLC | 0.01% | New | 1,000 | $18K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,000 | $18K |
| Truvestments Capital LLC | 0.00% | No change | 968 | $18K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +3.0% | 914 | $17K |
| WPG Advisers, LLC | 0.01% | Add +84.0% | 885 | $16K |
| Trust Co. of Vermont | 0.00% | Add +189.3% | 868 | $16K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 700 | $13K |
"% of holder's portfolio" is HQH's weight in each manager's 13F, not the share of Abrdn Healthcare Investors the manager owns.