Abrdn Healthcare InvestorsHQH

13F holders, Q4 2025 (December 31)
123holders +3
13new positions
12sold out
$18.94avg. 13F price*

At the end of Q4 2025, 123 institutions reported holding Abrdn Healthcare Investors (HQH) in their 13F filings, up 3 from Q3 2025. 13 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($88.7M), Penserra Capital Management LLC ($25.0M) and Raymond James Financial Inc. ($22.4M).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions13$4.4M
Exits12$3.9M

All 13F filers, Q3 2025 → Q4 2025: 1,268,892 shares bought and 380,746 shares sold, net +888,146 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 123 holders

Morgan Stanley 0.01% Add +11.5% 4,683,466 $88.7M
Penserra Capital Management LLC 0.30% Add +10.2% 1,321,145 $25.0M
Raymond James Financial Inc. 0.01% Reduce -0.3% 1,182,931 $22.4M
Royal Bank of Canada 0.00% Add +3.7% 517,085 $9.8M
LPL Financial LLC 0.00% Add +23.6% 501,067 $9.5M
Advisors Asset Management, Inc. 0.15% Add +27.6% 464,154 $8.8M
Ameriprise Financial Inc. 0.00% Add +10.7% 456,049 $8.6M
Needham Investment Management LLC 0.35% No change 291,930 $5.5M
Z3 Capital Partners, LLC 1.01% — 222,645 $4.2M
Janney Montgomery Scott LLC 0.01% Add +19.1% 189,898 $3.6M
Bank of America Corp. 0.00% Reduce -1.3% 188,495 $3.6M
Wolverine Asset Management LLC 0.16% New 146,779 $2.8M
Osaic Holdings, Inc. 0.00% Add +1.0% 131,203 $2.5M
Oppenheimer & Co. Inc. 0.04% Add +4.3% 130,117 $2.5M
UBS Group AG 0.00% Reduce -21.8% 124,182 $2.4M
Kestra Advisory Services, LLC 0.01% Add +10.6% 120,072 $2.3M
Smith Asset Management Co., LLC 1.83% Reduce -0.2% 117,060 $2.2M
NewEdge Advisors, LLC 0.01% Add +12.6% 114,345 $2.2M
Prevail Innovative Wealth Advisors, LLC 0.37% Reduce -5.8% 110,374 $2.1M
Invesco Ltd. 0.00% Add +17.9% 110,164 $2.1M
First Trust Advisors LP 0.00% Reduce -3.2% 102,628 $1.9M
NWF Advisory Services Inc. 0.21% Reduce -26.2% 102,618 $1.9M
Cohen & Steers, Inc. 0.00% No change 89,573 $1.7M
Samalin Investment Counsel, LLC 0.55% Reduce -11.4% 81,749 $1.5M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.5% 79,517 $1.5M
Commonwealth Equity Services, LLC 0.00% Add +2.5% 75,333 $1.4M
Cetera Investment Advisers 0.00% Add +47.7% 70,754 $1.3M
City of London Investment Management Co. Ltd. 0.10% Add +11.0% 69,776 $1.3M
Baird Financial Group, Inc. 0.00% Reduce -4.0% 64,307 $1.2M
Sage Capital Management, LLC 0.53% Reduce -1.3% 60,044 $1.1M
Evolve Private Wealth, LLC 0.06% — 57,013 $1.1M
World Investment Advisors 0.02% Reduce -1.6% 48,962 $927K
Private Advisor Group, LLC 0.00% Add +14.5% 48,476 $918K
AE Wealth Management LLC 0.00% Reduce -6.9% 43,942 $832K
Triumph Capital Management 0.18% Reduce -6.4% 43,477 $823K
Stephens Inc. 0.01% Add +55.9% 41,807 $792K
AlphaCore Capital LLC 0.02% Reduce -7.8% 39,738 $753K
Closed-End Fund Advisors, Inc. 0.44% — 39,603 $750K
Cyndeo Wealth Partners, LLC 0.04% No change 38,308 $726K
Wedbush Securities Inc. 0.02% Add +16.3% 34,843 $660K
Landscape Capital Management, L.L.C. 0.04% Add +34.0% 34,599 $655K
Guggenheim Capital LLC 0.00% Add +2.8% 33,748 $639K
Nations Financial Group Inc, /Ia/ 0.03% Reduce -1.8% 33,658 $637K
Abel Hall, LLC 0.15% No change 33,000 $625K
Rockefeller Capital Management L.P. 0.00% No change 29,020 $550K
Envestnet Asset Management Inc. 0.00% Add +20.3% 28,306 $536K
Uhlmann Price Securities, LLC 0.29% Add +3.1% 25,711 $487K
Blue Bell Private Wealth Management, LLC 0.07% Add +4.0% 25,612 $485K
Stifel Financial Corp. 0.00% Add +59.6% 24,772 $469K
WESPAC Advisors, LLC 0.24% Reduce -14.5% 23,777 $450K
Steward Partners Investment Advisory, LLC 0.00% Reduce -6.1% 22,630 $429K
Shaker Financial Services, LLC 0.13% New 21,555 $408K
Compound Planning, Inc. 0.01% No change 21,227 $402K
Sage Capital Advisors,llc 0.08% Reduce -18.1% 17,843 $338K
Mariner, LLC 0.00% Add +12.0% 17,667 $335K
Capital Investment Advisory Services, LLC 0.02% No change 17,650 $334K
HighTower Advisors, LLC 0.00% Reduce -1.5% 17,620 $334K
Jane Street Group, LLC 0.00% New 15,141 $287K
Harbour Wealth Management Group, Inc. 0.22% — 14,643 $277K
Benjamin Edwards Inc. 0.00% Add +11.8% 14,162 $268K
Matrix Private Capital Group LLC 0.13% Reduce -70.9% 13,800 $261K
Vista Investment Partners Ii, LLC 0.11% Add +17.4% 13,154 $249K
Goldman Sachs Group Inc. 0.00% No change 12,517 $237K
Independent Financial Group, LLC 0.01% No change 12,255 $232K
IFP Advisors, Inc 0.01% No change 12,099 $229K
Kovack Advisors, Inc. 0.01% New 11,130 $211K
Ashton Thomas Securities, LLC 0.04% No change 10,880 $206K
Decision Investments, Inc. 0.22% — 10,851 $206K
Concorde Asset Management, LLC 0.08% New 10,811 $205K
Wells Fargo & Company 0.00% Add +151.7% 10,756 $204K
&partners 0.00% Add +2.0% 10,359 $196K
Creative Planning 0.00% Reduce -50.1% 10,118 $192K
Allworth Financial LP 0.00% Add +3.6% 9,770 $185K
CoreCap Advisors, LLC 0.01% Add +3.5% 8,255 $156K
Abound Financial, LLC 0.05% New 7,482 $142K
Atlantic Union Bankshares Corp 0.00% Reduce -23.2% 7,396 $140K
Comerica Bank 0.00% Reduce -1.0% 6,763 $128K
Rothschild Investment LLC 0.01% No change 6,049 $115K
PNC Financial Services Group, Inc. 0.00% New 5,631 $107K
Global Retirement Partners, LLC 0.00% New 5,610 $106K
EverSource Wealth Advisors, LLC 0.00% No change 5,000 $95K
Cullen/Frost Bankers, Inc. 0.00% No change 4,397 $83K
Northwestern Mutual Wealth Management Co. 0.00% Add +7.0% 3,805 $72K
SOA Wealth Advisors, LLC. 0.01% No change 3,271 $62K
North Star Investment Management Corp. 0.00% No change 2,674 $51K
Flagship Harbor Advisors, LLC 0.00% New 2,555 $48K
Costello Asset Management, INC 0.02% Reduce -6.8% 2,443 $46K
Pinnacle Wealth Planning Services, Inc. 0.00% New 2,159 $41K
US Bancorp \de 0.00% Add +3.1% 2,117 $40K
Bartlett & Co. Wealth Management LLC 0.00% No change 2,024 $39K
Sunbelt Securities, Inc. 0.00% No change 1,883 $36K
Millstone Evans Group, LLC 0.02% No change 1,880 $36K
Eastern Bank 0.00% Add +3.1% 1,676 $32K
Brown, Lisle/Cummings, Inc. 0.01% No change 1,656 $31K
Key Financial Inc 0.00% No change 1,166 $22K
Ransom Advisory, Ltd 0.01% No change 1,082 $20K
MAI Capital Management 0.00% New 1,029 $19K
Founders Capital Management 0.01% No change 1,000 $19K
Farther Finance Advisors, LLC 0.00% No change 1,000 $19K
WPG Advisers, LLC 0.01% Add +2.9% 911 $17K

"% 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 123 holders