Who Holds abrdn Healthcare Investors (HQH)? 125 Institutional Holders, Q2 2026
Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 125 holders, $257 million in total.
Largest holders
The 100 largest by value. Change in shares against Q1 2026.
| Manager | Shares | Value | Change | |
|---|---|---|---|---|
| MORGAN STANLEY | 4,466,114 | $98 million | -1% | 13F |
| RAYMOND JAMES FINANCIAL INC | 1,229,661 | $27 million | +3% | 13F |
| Advisors Asset Management, Inc. | 665,476 | $15 million | +15% | 13F |
| LPL Financial LLC | 582,882 | $13 million | +6% | 13F |
| ROYAL BANK OF CANADA | 524,781 | $12 million | +1% | 13F |
| AMERIPRISE FINANCIAL INC | 465,769 | $10 million | 0% | 13F |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 320,825 | $7 million | +3% | 13F |
| Z3 Capital Partners, LLC | 230,448 | $5 million | +1% | 13F |
| BANK OF AMERICA CORP /DE/ | 226,301 | $5 million | +0% | 13F |
| NewEdge Advisors, LLC | 164,510 | $4 million | +8% | 13F |
| Samalin Investment Counsel, LLC | 154,616 | $3 million | +23% | 13F |
| UBS Group AG | 133,040 | $3 million | +3% | 13F |
| Kestra Advisory Services, LLC | 131,800 | $3 million | +3% | 13F |
| OSAIC HOLDINGS, INC. | 131,570 | $3 million | +1% | 13F |
| Invesco Ltd. | 121,516 | $3 million | +8% | 13F |
| OPPENHEIMER & CO INC | 116,304 | $3 million | 0% | 13F |
| FIRST TRUST ADVISORS LP | 114,792 | $3 million | +8% | 13F |
| Smith Asset Management Co., LLC | 112,724 | $2 million | -2% | 13F |
| Steward Partners Investment Advisory, LLC | 101,994 | $2 million | +21% | 13F |
| NWF Advisory Services Inc. | 98,507 | $2 million | -2% | 13F |
| Rockefeller Capital Management L.P. | 86,488 | $2 million | +190% | 13F |
| COMMONWEALTH EQUITY SERVICES, LLC | 76,373 | $2 million | +1% | 13F |
| Sage Capital Management, LLC | 73,807 | $2 million | +18% | 13F |
| Private Advisor Group, LLC | 61,345 | $1 million | +10% | 13F |
| Cetera Investment Advisers | 60,059 | $1 million | -27% | 13F |
| NORTHERN TRUST CORP | 57,971 | $1 million | +3% | 13F |
| GUGGENHEIM CAPITAL LLC | 56,858 | $1 million | +28% | 13F |
| EVOLVE PRIVATE WEALTH, LLC | 53,461 | $1 million | -7% | 13F |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 51,952 | $1 million | +0% | 13F |
| STEPHENS INC /AR/ | 46,190 | $1 million | +96% | 13F |
| Triumph Capital Management | 45,512 | $1 million | +1% | 13F |
| AlphaCore Capital LLC | 42,947 | $943,982 | +2% | 13F |
| AE Wealth Management LLC | 41,797 | $918,698 | -12% | 13F |
| MGO ONE SEVEN LLC | 40,226 | $884,160 | New | 13F |
| Baird Financial Group, Inc. | 39,989 | $878,958 | -45% | 13F |
| Cyndeo Wealth Partners, LLC | 38,308 | $842,010 | +0% | 13F |
| Abel Hall, LLC | 33,000 | $725,340 | +0% | 13F |
| Closed-End Fund Advisors, Inc. | 32,293 | $709,797 | -15% | 13F |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 31,122 | $684,076 | -4% | 13F |
| HighTower Advisors, LLC | 30,515 | $670,711 | +2% | 13F |
| WELLS FARGO & COMPANY/MN | 27,808 | $611,217 | +3% | 13F |
| World Investment Advisors | 34,259 | $609,471 | -2% | 13F |
| Compound Planning, Inc. | 23,585 | $518,404 | +36% | 13F |
| JANE STREET GROUP, LLC | 23,286 | $511,826 | New | 13F |
| WESPAC Advisors, LLC | 23,153 | $508,903 | +1% | 13F |
| Sage Capital Advisors,llc | 19,727 | $433,599 | +2% | 13F |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 19,757 | $426,556 | New | 13F |
| Mariner, LLC | 18,633 | $409,560 | +4% | 13F |
| Capital Investment Advisory Services, LLC | 18,329 | $402,869 | +1% | 13F |
| BENJAMIN EDWARDS INC | 17,875 | $392,890 | +6% | 13F |
| Turner Financial Group, Inc. | 17,646 | $387,857 | New | 13F |
| UHLMANN PRICE SECURITIES, LLC | 17,406 | $382,584 | -34% | 13F |
| Creative Planning | 14,906 | $327,627 | +2% | 13F |
| Harbour Wealth Management Group, Inc. | 14,600 | $320,908 | +0% | 13F |
| STIFEL FINANCIAL CORP | 14,268 | $313,611 | -3% | 13F |
| ENVESTNET ASSET MANAGEMENT INC | 14,139 | $310,779 | -59% | 13F |
| M&T Bank Corp | 13,861 | $304,670 | New | 13F |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 13,718 | $301,522 | -34% | 13F |
| VISTA INVESTMENT PARTNERS II, LLC | 13,154 | $289,125 | +0% | 13F |
| XTX Topco Ltd | 12,713 | $279,432 | -48% | 13F |
| ASHTON THOMAS SECURITIES, LLC | 11,942 | $262,475 | +3% | 13F |
| Concorde Asset Management, LLC | 11,924 | $262,090 | +4% | 13F |
| Kovack Advisors, Inc. | 11,773 | $255,827 | +3% | 13F |
| CoreCap Advisors, LLC | 11,489 | $252,525 | +33% | 13F |
| Allworth Financial LP | 11,423 | $251,085 | +2% | 13F |
| Advisory Advocates, LLC | 11,271 | $247,737 | New | 13F |
| INDEPENDENT FINANCIAL GROUP, LLC | 11,056 | $243,011 | -15% | 13F |
| &PARTNERS | 10,587 | $232,694 | +1% | 13F |
| Equitable Holdings, Inc. | 10,386 | $228,284 | -6% | 13F |
| Moors & Cabot, Inc. | 10,201 | $224,212 | -3% | 13F |
| Lido Advisors, LLC | 10,049 | $220,888 | New | 13F |
| 180 WEALTH ADVISORS, LLC | 9,979 | $219,338 | New | 13F |
| MOODY LYNN LIEBERSON & WALKER, LLC | 9,664 | $212,415 | New | 13F |
| WNY Asset Management, LLC | 9,536 | $209,602 | -33% | 13F |
| Atlantic Union Bankshares Corp | 7,396 | $162,564 | +0% | 13F |
| FIFTH THIRD BANCORP | 6,939 | $152,521 | +0% | 13F |
| Ameritas Advisory Services, LLC | 6,800 | $149,464 | New | 13F |
| Integrated Wealth Concepts LLC | 6,772 | $148,884 | New | 13F |
| ROTHSCHILD INVESTMENT LLC | 6,645 | $146,057 | +3% | 13F |
| IFG Advisory, LLC | 5,153 | $113,263 | New | 13F |
| EverSource Wealth Advisors, LLC | 5,000 | $109,900 | +0% | 13F |
| Global Retirement Partners, LLC | 4,532 | $99,617 | New | 13F |
| Cullen/Frost Bankers, Inc. | 4,397 | $96,646 | +0% | 13F |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4,080 | $89,678 | -5% | 13F |
| US BANCORP \DE\ | 3,445 | $75,721 | +53% | 13F |
| SOA Wealth Advisors, LLC. | 3,271 | $71,897 | +0% | 13F |
| HARBOUR INVESTMENTS, INC. | 3,047 | $66,974 | +0% | 13F |
| North Star Investment Management Corp. | 2,674 | $58,775 | +0% | 13F |
| Arax Advisory Partners | 2,650 | $58,244 | New | 13F |
| Costello Asset Management, INC | 2,336 | $51,337 | +1% | 13F |
| Farther Finance Advisors, LLC | 2,334 | $51,301 | +75% | 13F |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 2,024 | $44,488 | +0% | 13F |
| Millstone Evans Group, LLC | 2,004 | $44,048 | +3% | 13F |
| Pinnacle Wealth Planning Services, Inc. | 1,487 | $32,684 | -15% | 13F |
| Kennebec Savings Bank | 1,287 | $28,288 | New | 13F |
| Key Financial Inc | 1,280 | $28,134 | +3% | 13F |
| Penserra Capital Management LLC | 1,194,853 | $26,262 | +4% | 13F |
| Founders Capital Management | 1,000 | $21,980 | +0% | 13F |
| Truvestments Capital LLC | 764 | $16,792 | +0% | 13F |
| WPG Advisers, LLC | 710 | $15,613 | -13% | 13F |
Questions and answers
- How many institutions hold abrdn Healthcare Investors?
- 125 managers reported abrdn Healthcare Investors on Form 13F for the quarter ended 30 June 2026, against 128 the quarter before.
- Who is the largest institutional holder of abrdn Healthcare Investors?
- MORGAN STANLEY, with 4,466,114 shares worth $98 million on its 13F for Q2 2026.
- How many institutions bought or sold out of abrdn Healthcare Investors in Q2 2026?
- 16 managers reported a new position and 19 reported none after holding it the quarter before.
Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds abrdn Healthcare Investors, Q2 2026", https://app.tamarly.ai/holders/abrdn-healthcare-investors, built from SEC EDGAR.
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