Abrdn Healthcare InvestorsHQH

13F holders, Q1 2026 (March 31)
128holders +5
20new positions
11sold out
1famous investor
$17.79avg. 13F price*

At the end of Q1 2026, 128 institutions reported holding Abrdn Healthcare Investors (HQH) in their 13F filings, up 5 from Q4 2025. 20 opened new positions and 11 sold out. The largest holders were Morgan Stanley ($80.5M), Raymond James Financial Inc. ($21.3M) and Penserra Capital Management LLC ($20.4M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions20$3.4M
Exits11$3.9M

All 13F filers, Q4 2025 → Q1 2026: 722,921 shares bought and 766,278 shares sold, net −43,357 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 128 holders

Morgan Stanley 0.00% Reduce -3.4% 4,526,539 $80.5M
Raymond James Financial Inc. 0.01% Add +1.0% 1,194,625 $21.3M
Penserra Capital Management LLC 0.24% Reduce -13.0% 1,149,268 $20.4M
Advisors Asset Management, Inc. 0.17% Add +24.4% 577,239 $10.3M
LPL Financial LLC 0.00% Add +10.2% 552,394 $9.8M
Royal Bank of Canada 0.00% Add +0.5% 519,667 $9.2M
Ameriprise Financial Inc. 0.00% Add +2.3% 466,695 $8.3M
Needham Investment Management LLC 0.28% Add +6.6% 311,284 $5.5M
Z3 Capital Partners, LLC 1.02% Add +2.1% 227,368 $4.0M
Bank of America Corp. 0.00% Add +19.7% 225,672 $4.0M
Janney Montgomery Scott LLC 0.01% Add +8.1% 205,248 $3.7M
NewEdge Advisors, LLC 0.01% Add +32.7% 151,738 $2.7M
Osaic Holdings, Inc. 0.00% Reduce -1.0% 129,877 $2.3M
UBS Group AG 0.00% Add +3.8% 128,934 $2.3M
Kestra Advisory Services, LLC 0.01% Add +6.9% 128,393 $2.3M
Samalin Investment Counsel, LLC 0.80% Add +53.9% 125,848 $2.2M
Oppenheimer & Co. Inc. 0.03% Reduce -10.4% 116,628 $2.1M
Smith Asset Management Co., LLC 1.76% Reduce -1.5% 115,261 $2.1M
Invesco Ltd. 0.00% Add +2.2% 112,540 $2.0M
First Trust Advisors LP 0.00% Add +3.2% 105,935 $1.9M
NWF Advisory Services Inc. 0.20% Reduce -1.8% 100,769 $1.8M
Cohen & Steers, Inc. 0.00% No change 89,573 $1.6M
Steward Partners Investment Advisory, LLC 0.01% Add +272.7% 84,348 $1.5M
Cambridge Investment Research Advisors, Inc. 0.00% Add +3.9% 82,651 $1.5M
Cetera Investment Advisers 0.00% Add +16.7% 82,596 $1.5M
Commonwealth Equity Services, LLC 0.00% Add +0.1% 75,423 $1.3M
Baird Financial Group, Inc. 0.00% Add +13.4% 72,924 $1.3M
Sage Capital Management, LLC 0.52% Add +4.0% 62,475 $1.1M
Evolve Private Wealth, LLC 0.05% Add +0.4% 57,242 $1.0M
Northern Trust Corp. 0.00% New 56,487 $1.0M
Private Advisor Group, LLC 0.00% Add +14.9% 55,718 $991K
City of London Investment Management Co. Ltd. 0.07% Reduce -25.5% 51,952 $924K
AE Wealth Management LLC 0.00% Add +8.7% 47,749 $849K
Triumph Capital Management 0.16% Add +3.4% 44,945 $800K
Guggenheim Capital LLC 0.01% Add +31.4% 44,338 $789K
AlphaCore Capital LLC 0.02% Add +5.9% 42,074 $748K
Cyndeo Wealth Partners, LLC 0.04% No change 38,308 $681K
Closed-End Fund Advisors, Inc. 0.69% Reduce -4.0% 38,015 $676K
Envestnet Asset Management Inc. 0.00% Add +23.1% 34,852 $620K
World Investment Advisors 0.01% Reduce -29.0% 34,784 $619K
Wedbush Securities Inc. 0.02% Reduce -3.1% 33,778 $601K
Abel Hall, LLC 0.13% No change 33,000 $587K
Nations Financial Group Inc, /Ia/ 0.03% Reduce -3.5% 32,488 $578K
HighTower Advisors, LLC 0.00% Add +70.1% 29,970 $533K
Rockefeller Capital Management L.P. 0.00% Add +2.8% 29,835 $531K
Wells Fargo & Company 0.00% Add +151.8% 27,088 $482K
Uhlmann Price Securities, LLC 0.03% Add +3.0% 26,490 $471K
XTX Topco Ltd 0.01% New 24,474 $435K
Wolverine Asset Management LLC 0.02% Reduce -83.7% 23,915 $425K
Stephens Inc. 0.01% Reduce -43.5% 23,624 $420K
WESPAC Advisors, LLC 0.22% Reduce -3.9% 22,860 $407K
Blue Bell Private Wealth Management, LLC 0.05% Reduce -18.4% 20,913 $372K
Susquehanna International Group, LLP 0.00% New 20,161 $359K
Millennium Management 0.00% New 20,013 $356K
Sage Capital Advisors,llc 0.08% Add +8.1% 19,288 $343K
Capital Investment Advisory Services, LLC 0.02% Add +2.6% 18,106 $322K
Mariner, LLC 0.00% Add +1.6% 17,940 $317K
Compound Planning, Inc. 0.01% Reduce -18.6% 17,288 $308K
Benjamin Edwards Inc. 0.00% Add +19.1% 16,873 $300K
Independent Advisor Alliance 0.00% New 16,743 $298K
Shaker Financial Services, LLC 0.10% Reduce -24.6% 16,260 $289K
Stifel Financial Corp. 0.00% Reduce -40.4% 14,769 $263K
Creative Planning 0.00% Add +45.0% 14,667 $261K
Harbour Wealth Management Group, Inc. 0.19% Reduce -0.7% 14,536 $259K
WNY Asset Management, LLC 0.03% — 14,213 $253K
Vista Investment Partners Ii, LLC 0.10% No change 13,154 $234K
Independent Financial Group, LLC 0.01% Add +6.6% 13,059 $232K
Equitable Holdings, Inc. 0.00% New 11,049 $209K
Kovack Advisors, Inc. 0.01% Add +2.7% 11,429 $209K
Ashton Thomas Securities, LLC 0.03% Add +6.5% 11,592 $206K
Concorde Asset Management, LLC 0.10% Add +6.3% 11,487 $204K
Allworth Financial LP 0.00% Add +14.1% 11,151 $198K
Decision Investments, Inc. 0.22% Add +0.1% 10,861 $193K
&partners 0.00% Add +1.7% 10,534 $187K
Moors & Cabot, Inc. 0.01% New 10,469 $186K
Mercer Global Advisors Inc. 0.00% New 10,370 $184K
CoreCap Advisors, LLC 0.01% Add +4.3% 8,606 $153K
Atlantic Union Bankshares Corp 0.00% No change 7,396 $132K
Fifth Third Bancorp 0.00% New 6,908 $123K
Rothschild Investment LLC 0.01% Add +6.6% 6,448 $115K
EverSource Wealth Advisors, LLC 0.00% No change 5,000 $89K
Advisory Services Network, LLC 0.00% New 4,749 $84K
Cullen/Frost Bankers, Inc. 0.00% No change 4,397 $78K
Osbon Capital Management LLC 0.06% New 4,370 $78K
Northwestern Mutual Wealth Management Co. 0.00% Add +12.7% 4,289 $76K
SOA Wealth Advisors, LLC. 0.01% No change 3,271 $58K
Harbour Investments, Inc. 0.00% Add +252.1% 3,046 $54K
North Star Investment Management Corp. 0.00% No change 2,674 $48K
Costello Asset Management, INC 0.01% Reduce -5.2% 2,317 $41K
Bartlett & Co. Wealth Management LLC 0.00% No change 2,024 $40K
US Bancorp \de 0.00% Add +6.6% 2,257 $40K
Millstone Evans Group, LLC 0.02% Add +3.5% 1,945 $35K
Sunbelt Securities, Inc. 0.00% No change 1,883 $33K
Pinnacle Wealth Planning Services, Inc. 0.00% Reduce -18.9% 1,751 $31K
Brown, Lisle/Cummings, Inc. 0.01% No change 1,656 $29K
Bollard Group LLC 0.00% New 1,412 $25K
Farther Finance Advisors, LLC 0.00% Add +33.4% 1,334 $24K
Key Financial Inc 0.00% Add +6.5% 1,242 $22K
MAI Capital Management 0.00% No change 1,029 $18K
Founders Capital Management 0.01% No change 1,000 $18K
PNC Financial Services Group, Inc. 0.00% Reduce -85.3% 828 $15K
WPG Advisers, LLC 0.01% Reduce -10.0% 820 $15K
Truvestments Capital LLC 0.00% No change 764 $14K
Montag A & Associates Inc. 0.00% No change 540 $10K
Spire Wealth Management 0.00% No change 535 $10K
Mather Group, Llc. 0.00% New 416 $7K
Beaird Harris Wealth Management, LLC 0.00% New 385 $7K
JPMorgan Chase & Co. 0.00% Add +3.4% 365 $6K
Citigroup Inc. 0.00% Add +6.1% 311 $6K
Abound Financial, LLC 0.00% Reduce -96.4% 268 $5K
BlackRock, Inc. 0.00% New 268 $5K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 245 $4K
Pinnacle Bancorp, Inc. 0.00% Add +5.4% 216 $4K
Vision Retirement, LLC 0.00% Add +3.0% 206 $4K
Assetmark, Inc. 0.00% Reduce -5.9% 192 $3K
Highline Wealth Partners LLC 0.00% New 170 $3K
Root Financial Partners, LLC 0.00% New 146 $3K
Cwm, LLC 0.00% New 125 $2K
Nexus Investment Management ULC 0.00% New 101 $2K
Gen-Wealth Partners Inc 0.00% No change 95 $2K
Geneos Wealth Management Inc. 0.00% No change 72 $1K
Jones Financial Companies LLLP 0.00% Reduce -92.3% 52 $906
Caldwell Sutter Capital, Inc. 0.00% New 25 $445
Sound Income Strategies, LLC 0.00% No change 4 $73
JFS Wealth Advisors, LLC 0.00% No change 3 $54
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.00% No change 3 $53
Addison Advisors LLC 0.00% No change 1 $18
Bessemer Group Inc. 0.00% No change 13 $0

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