HolderBook

ABBVIE INC (ABBV)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

238
Reporting holders
$1.5B
Reported value
0.0%
Calls
0.0%
Puts
-4,000
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Hamlin Capital Management, LLC$190.6M728,8054.72%32q-1.3%-$2.6M
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$172.2M658,1362.05%32qHELD
Artemis Investment Management LLP$130.0M497,0861.13%32q+3.0%+$3.8M
EASTERN BANK$82.2M314,2451.25%32q-1.4%-$1.2M
SAPIENT CAPITAL LLC$55.0M210,2560.74%12q-46.4%-$47.7M
ATWOOD & PALMER INC$51.0M194,8032.62%32qHELD
INSPIRION WEALTH ADVISORS, LLC$48.3M184,1575.49%32q-7.6%-$4.0M
MassMutual Private Wealth & Trust, FSB$40.8M155,8371.08%32q-5.2%-$2.2M
Farther Finance Advisors, LLC$34.7M132,8210.25%16q+10.7%+$3.4M
Violich Capital Management, Inc.$28.1M107,2543.03%32q-1.8%-$523.2K
Sound Income Strategies, LLC$27.0M98,9431.20%32q+2.1%+$555.7K
PARK NATIONAL CORP /OH/$25.2M96,5120.68%32q-6.6%-$1.8M
Allen Mooney & Barnes Investment Advisors LLC$21.3M81,4063.17%19q-0.7%-$151.7K
Gradient Investments LLC$20.7M79,2820.30%32q+2.1%+$427.4K
GAMMA Investing LLC$19.6M75,0600.66%12q+10.4%+$1.8M
AMERICAN NATIONAL BANK & TRUST$18.9M72,4061.73%32q-6.0%-$1.2M
Mirador Capital Partners LP$18.5M70,8342.16%32q+3.0%+$542.0K
TOTH FINANCIAL ADVISORY CORP$16.7M63,8831.67%32q+7.0%+$1.1M
Adams Asset Advisors, LLC$16.3M62,3311.66%32q-0.9%-$152.0K
Oak Grove Capital LLC$16.2M61,7500.73%2q+38.0%+$4.4M
Private Capital Advisors, Inc.$14.6M55,9041.27%32qHELD
Wedmont Private Capital$13.4M49,1990.32%20q+12.5%+$1.5M
Valeo Financial Advisors, LLC$12.9M49,2610.27%32q+2.7%+$335.1K
Coastline Trust Co$12.2M46,7381.14%32q-4.3%-$553.5K
BENEDICT FINANCIAL ADVISORS INC$12.2M46,6812.42%32q-0.8%-$93.4K
Red Spruce Capital, LLC$11.7M44,5654.12%28qHELD
Iowa State Bank$11.5M44,0791.95%32q-2.6%-$310.5K
Overbrook Management Corp$11.2M42,9681.75%4q-3.0%-$342.9K
Pacific Wealth Management$10.0M38,0394.38%17q-0.6%-$59.9K
Venture Visionary Partners LLC$9.9M37,4230.26%28q-3.3%-$334.5K
YHB Investment Advisors, Inc.$9.8M37,5650.62%32qHELD
BONNESS ENTERPRISES INC$9.7M36,9003.14%32qHELD
Avidian Wealth Enterprises, LLC$9.5M36,2070.26%32q+2.5%+$229.2K
Bill Few Associates, Inc.$9.4M36,0241.94%20q-6.7%-$679.3K
Stokes Capital Advisors, LLC$9.4M35,7912.06%13q-4.4%-$435.5K
TOMPKINS FINANCIAL CORP$9.3M35,5240.65%31qHELD
Eastover Investment Advisors LLC$9.3M35,4973.61%27q-1.4%-$131.3K
Legacy Private Trust Co.$8.7M33,3610.48%32q+0.6%+$54.9K
Atlas Brown,Inc.$7.8M29,9172.06%32qHELD
DAVIDSON TRUST CO$7.8M29,6343.06%28q-12.5%-$1.1M
Montecito Bank & Trust$7.7M29,4981.17%31qHELD
VISTA INVESTMENT PARTNERS LLC$7.6M29,1451.99%12qHELD
VALLEY WEALTH MANAGERS, INC.$7.2M27,6020.41%32qHELD
FIRST FINANCIAL BANK - TRUST DIVISION$7.0M26,7290.50%24q+3.3%+$223.4K
Everhart Financial Group, Inc.$6.7M25,7820.42%20q+1.8%+$118.8K
CANANDAIGUA NATIONAL BANK & TRUST CO$6.7M25,5320.58%20q-7.3%-$525.3K
ROCKLAND TRUST CO$6.7M25,4820.26%32q-1.1%-$75.3K
Apella Capital, LLC$6.4M23,4770.08%26q+14.2%+$790.2K
Bath Savings Trust Co$6.4M24,3370.66%32q+7.0%+$414.9K
CoreCap Advisors, LLC$5.7M21,8930.16%19q+4.4%+$242.2K
ALKEME WEALTH, LLC$5.3M20,3412.01%32q-5.5%-$312.6K
Factor Wealth Management LTD$5.0M19,2400.77%8q+1.1%+$54.2K
Werlinich Asset Management, LLC$4.8M18,5351.88%23qHELD
Greenfield Savings Bank$4.7M17,9971.78%18q-1.0%-$46.3K
ARMSTRONG HENRY H ASSOCIATES INC$4.5M17,0270.40%32q-3.4%-$155.9K
CHAPIN DAVIS, INC.$4.1M15,5450.78%16q-1.4%-$57.0K
MOODY NATIONAL BANK TRUST DIVISION$4.1M15,5240.34%32q-2.0%-$81.1K
Grove Bank & Trust$4.0M15,4650.40%32q+0.7%+$29.3K
Dickmeyer Boyce Financial Management, Inc.$4.0M15,2322.04%3q-1.0%-$39.5K
Meadowbrook Wealth Management, LLC$4.0M15,1844.16%5q+16.3%+$557.2K
Bank of New Hampshire$3.7M14,1170.80%22q-4.7%-$182.1K
Cooper Financial Group$3.7M14,0960.29%29q+23.0%+$689.5K
FIRST COMMUNITY TRUST NA$3.5M13,2521.15%20q+9.1%+$289.3K
Stonebridge Wealth Management, LLC$3.5M13,2183.08%6qHELD
Capital Advisors Wealth Management, LLC$3.4M12,8650.38%21qHELD
Cox Capital Mgt LLC$3.3M12,5581.84%2q-0.6%-$21.5K
CONGRESS ASSET MANAGEMENT CO$3.2M12,1730.02%32q+262.7%+$2.3M
Koenig Investment Advisory, LLC$3.2M12,1122.32%4q-3.8%-$124.0K
LAWOOD & CO$3.1M11,9782.17%4qHELD
Capital Planning LLC$3.1M11,9160.83%24q-38.6%-$2.0M
HALL LAURIE J TRUSTEE$3.0M11,6550.97%30q-15.0%-$536.3K
Bangor Savings Bank$3.0M11,5800.23%18q-3.9%-$123.2K
CENTRAL BANK & TRUST CO$2.9M11,2710.42%32q+2.3%+$66.4K
Bell Asset Management Ltd$2.8M10,8331.02%3q-48.2%-$2.6M
Adelphi Trust Co$2.8M10,6681.84%4q+1.9%+$53.4K
ARMSTRONG ADVISORY GROUP, INC$2.7M10,2760.16%16q+11.8%+$283.3K
Gerald Baker Financial Group LLC$2.5M9,6320.71%3qHELD
Douglas Lane & Associates, LLC$2.5M9,6010.03%32q-3.6%-$94.2K
JUNCTURE WEALTH STRATEGIES, LLC$2.5M9,5590.64%5q+451.0%+$2.0M
COLTON GROOME FINANCIAL ADVISORS, LLC$2.2M8,2740.51%4q+50.2%+$723.9K
Hummer Financial Advisory Services Inc$2.1M7,9201.35%28q-3.6%-$78.5K
Nautilus Advisors LLC$2.0M7,5191.19%8qHELD
Wealth Enhancement Trust Services, Inc.$2.0M7,4700.21%4q-56.8%-$2.6M
Fenimore Asset Management Inc$1.9M7,4250.04%26qHELD
Versant Capital Management, Inc$1.9M7,2040.16%32q+4.4%+$79.8K
Galvin, Gaustad & Stein, LLC$1.8M6,9410.14%21q+0.7%+$12.0K
Monument Capital Management$1.8M6,9360.38%24q+6.7%+$113.3K
Boltwood Capital Management$1.8M6,9100.41%32qHELD
Acropolis Investment Management, LLC$1.8M6,8060.07%32q-51.2%-$1.9M
RVW Wealth, LLC$1.8M6,7280.11%26qHELD
GoalVest Advisory LLC$1.7M6,6300.30%22q+0.8%+$13.9K
ACIMA PRIVATE WEALTH, LLC$1.7M6,4690.49%32q-5.5%-$99.1K
Parrish Capital LLC$1.6M6,3001.61%4q-5.8%-$102.0K
Paragon Capital Management Ltd$1.6M6,2470.30%32q-2.1%-$35.3K
DIVERSIFIED MANAGEMENT INC$1.6M6,0430.28%4q+2.6%+$40.5K
Breakwater Capital Group$1.6M5,9850.19%16qHELD
Bank & Trust Co$1.5M5,8880.97%10q-0.6%-$9.2K
DECISION INVESTMENTS, INC$1.5M5,8681.39%4qHELD
ECLECTIC ASSOCIATES INC /ADV$1.5M5,5750.16%9qHELD
Davis Capital Management$1.4M5,3350.83%13q+0.6%+$8.6K

Showing the largest 100 of 247 reported holders.

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-08-14Donoghoe NicholasEVP, CHIEF BUS/STRAT OFFICERSold32,710$8.2M

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 2026238$1.5B5,854,856672880.0%
Q2 20264,238$378.3B1,489,824,4992351,6831,3322.1%
Q1 20264,100$295.0B1,323,509,2261311,4601,4931.6%
Q4 20254,177$308.8B1,328,224,3541321,3801,4251.8%
Q3 20253,928$316.0B1,330,748,2832521,4041,2752.6%
Q2 20253,797$248.9B1,301,085,9361281,4891,2792.2%
Q1 20253,842$277.7B1,288,495,5652321,2741,4542.7%
Q4 20243,760$235.7B1,293,040,4521081,2871,2492.6%
Q3 20243,519$268.7B1,329,397,1101901,1921,2082.5%
Q2 20243,390$233.0B1,329,825,8041001,2871,1562.1%
Q1 20243,404$256.6B1,378,076,1881681,1491,3592.3%
Q4 20233,341$213.1B1,329,974,6311321,0071,2893.3%
Q3 20233,123$190.1B1,235,406,3661371,0891,1333.1%
Q2 20233,086$170.0B1,225,982,478989621,3192.7%
Q1 20233,157$204.8B1,252,724,7541031,0861,2392.5%
Q4 20223,185$262.5B1,588,305,1051671,0131,0792.3%
Q3 20222,982$170.5B1,236,093,3221041,1221,0072.6%
Q2 20223,024$192.2B1,218,801,9211021,0051,1922.9%
Q1 20223,071$201.8B1,204,843,5191931,0001,2223.2%
Q4 20212,997$170.9B1,196,719,2901801,1288175.3%
Q3 20212,665$131.6B1,177,891,376861,1917633.5%
Q2 20212,690$138.0B1,184,173,0291271,1428103.4%
Q1 20212,627$132.0B1,188,566,1971051,1747972.6%
Q4 20202,616$135.2B1,204,674,7881631,0108024.3%
Q3 20202,378$109.5B1,212,681,154839318223.0%
Q2 20202,422$125.0B1,233,767,2132451,2126223.2%
Q1 20202,239$86.2B1,093,072,7671289507643.6%
Q4 20192,258$101.3B1,096,150,9221427387514.2%
Q3 20192,025$83.8B1,062,425,7241137957324.0%
Q2 20192,038$80.6B1,034,397,3791298306934.8%
Q1 20192,046$85.2B1,029,923,535937128332.6%
Q4 20182,073$101.0B1,071,276,8601136282.3%