ABRDN HEALTHCARE INVESTORS (HQH)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
120
Reporting holders
$257.4M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $98.2M | 4,466,114 | 0.01% | 35q | -1.3%-$1.3M |
| RAYMOND JAMES FINANCIAL INC | $27.0M | 1,229,661 | 0.01% | 7q | +2.9%+$770.1K |
| Advisors Asset Management, Inc. | $14.6M | 665,476 | 0.22% | 34q | +15.3%+$1.9M |
| LPL Financial LLC | $12.8M | 582,882 | 0.00% | 31q | +5.5%+$670.1K |
| ROYAL BANK OF CANADA | $11.5M | 524,781 | 0.00% | 31q | +1.0%+$112.4K |
| AMERIPRISE FINANCIAL INC | $10.2M | 465,769 | 0.00% | 31q | -50.1%-$10.3M |
| NEEDHAM INVESTMENT MANAGEMENT LLC | $7.1M | 320,825 | 0.21% | 31q | +3.1%+$209.7K |
| Z3 Capital Partners, LLC | $5.1M | 230,448 | 1.06% | 3q | +1.4%+$67.7K |
| BANK OF AMERICA CORP /DE/ | $5.0M | 226,301 | 0.00% | 31q | HELD |
| NewEdge Advisors, LLC | $3.6M | 164,510 | 0.01% | new | NEW |
| Samalin Investment Counsel, LLC | $3.4M | 154,616 | 1.06% | 14q | +22.9%+$632.3K |
| UBS Group AG | $2.9M | 133,040 | 0.00% | 31q | +3.2%+$90.2K |
| Kestra Advisory Services, LLC | $2.9M | 131,800 | 0.01% | 23q | +2.7%+$74.9K |
| OSAIC HOLDINGS, INC. | $2.9M | 131,570 | 0.00% | 26q | +1.3%+$37.2K |
| Invesco Ltd. | $2.7M | 121,516 | 0.00% | 31q | +8.0%+$197.3K |
| OPPENHEIMER & CO INC | $2.6M | 116,304 | 0.03% | 31q | HELD |
| FIRST TRUST ADVISORS LP | $2.5M | 114,792 | 0.00% | 31q | +8.4%+$194.7K |
| Smith Asset Management Co., LLC | $2.5M | 112,724 | 1.95% | 7q | -2.2%-$55.8K |
| Steward Partners Investment Advisory, LLC | $2.2M | 101,994 | 0.01% | 31q | +20.9%+$387.9K |
| NWF Advisory Services Inc. | $2.2M | 98,507 | 0.20% | 6q | -2.2%-$49.7K |
| Rockefeller Capital Management L.P. | $1.9M | 86,488 | 0.00% | 8q | +189.9%+$1.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.7M | 76,373 | 0.00% | 31q | +1.3%+$20.9K |
| Sage Capital Management, LLC | $1.6M | 73,807 | 0.63% | 11q | +18.1%+$249.1K |
| Private Advisor Group, LLC | $1.3M | 61,345 | 0.01% | 21q | +10.1%+$123.7K |
| Cetera Investment Advisers | $1.3M | 60,059 | 0.00% | 23q | -27.3%-$495.4K |
| NORTHERN TRUST CORP | $1.3M | 57,971 | 0.00% | 2q | +2.6%+$32.6K |
| GUGGENHEIM CAPITAL LLC | $1.2M | 56,858 | 0.01% | 14q | +28.2%+$275.2K |
| EVOLVE PRIVATE WEALTH, LLC | $1.2M | 53,461 | 0.07% | 3q | -6.6%-$83.1K |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $1.1M | 51,952 | 0.07% | 15q | HELD |
| STEPHENS INC /AR/ | $1.0M | 46,190 | 0.01% | 31q | +95.5%+$496.0K |
| Triumph Capital Management | $1.0M | 45,512 | 0.18% | 8q | +1.3%+$12.5K |
| AlphaCore Capital LLC | $944.0K | 42,947 | 0.02% | 6q | +2.1%+$19.2K |
| AE Wealth Management LLC | $918.7K | 41,797 | 0.00% | 29q | -12.5%-$130.8K |
| MGO ONE SEVEN LLC | $884.2K | 40,226 | 0.01% | new | NEW |
| Baird Financial Group, Inc. | $879.0K | 39,989 | 0.00% | 9q | -45.2%-$723.9K |
| Cyndeo Wealth Partners, LLC | $842.0K | 38,308 | 0.04% | 15q | HELD |
| Abel Hall, LLC | $725.3K | 33,000 | 0.13% | 5q | HELD |
| Closed-End Fund Advisors, Inc. | $709.8K | 32,293 | 0.69% | 3q | -15.1%-$125.8K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $684.1K | 31,122 | 0.03% | 22q | -4.2%-$30.0K |
| HighTower Advisors, LLC | $670.7K | 30,515 | 0.00% | 31q | +1.8%+$12.0K |
| WELLS FARGO & COMPANY/MN | $611.2K | 27,808 | 0.00% | 31q | -48.7%-$579.6K |
| World Investment Advisors | $609.5K | 34,259 | 0.01% | 4q | -1.5%-$9.3K |
| Compound Planning, Inc. | $518.4K | 23,585 | 0.01% | 14q | +36.4%+$138.4K |
| JANE STREET GROUP, LLC | $511.8K | 23,286 | 0.00% | new | NEW |
| WESPAC Advisors, LLC | $508.9K | 23,153 | 0.25% | 6q | +1.3%+$6.4K |
| Sage Capital Advisors,llc | $433.6K | 19,727 | 0.09% | 24q | +2.3%+$9.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $426.6K | 19,757 | 0.00% | new | NEW |
| Mariner, LLC | $409.6K | 18,633 | 0.00% | 5q | +3.9%+$15.2K |
| Capital Investment Advisory Services, LLC | $402.9K | 18,329 | 0.02% | 23q | +1.2%+$4.9K |
| BENJAMIN EDWARDS INC | $392.9K | 17,875 | 0.00% | 4q | +5.9%+$22.0K |
| Turner Financial Group, Inc. | $387.9K | 17,646 | 0.39% | new | FIRST |
| UHLMANN PRICE SECURITIES, LLC | $382.6K | 17,406 | 0.01% | 8q | -34.3%-$199.7K |
| Creative Planning | $327.6K | 14,906 | 0.00% | 4q | +1.6%+$5.3K |
| Harbour Wealth Management Group, Inc. | $320.9K | 14,600 | 0.22% | 3q | HELD |
| STIFEL FINANCIAL CORP | $313.6K | 14,268 | 0.00% | 8q | -3.4%-$11.0K |
| ENVESTNET ASSET MANAGEMENT INC | $310.8K | 14,139 | 0.00% | 6q | -59.4%-$455.3K |
| M&T Bank Corp | $304.7K | 13,861 | 0.00% | new | NEW |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $301.5K | 13,718 | 0.04% | 13q | -34.4%-$158.1K |
| VISTA INVESTMENT PARTNERS II, LLC | $289.1K | 13,154 | 0.11% | 5q | HELD |
| XTX Topco Ltd | $279.4K | 12,713 | 0.00% | 2q | -48.1%-$258.5K |
| ASHTON THOMAS SECURITIES, LLC | $262.5K | 11,942 | 0.04% | 9q | +3.0%+$7.7K |
| Concorde Asset Management, LLC | $262.1K | 11,924 | 0.15% | 2q | +10.3%+$24.5K |
| Kovack Advisors, Inc. | $255.8K | 11,773 | 0.01% | 3q | +3.0%+$7.5K |
| CoreCap Advisors, LLC | $252.5K | 11,489 | 0.01% | 10q | +33.5%+$63.4K |
| Allworth Financial LP | $251.1K | 11,423 | 0.00% | 16q | +2.4%+$6.0K |
| Advisory Advocates, LLC | $247.7K | 11,271 | 0.21% | new | NEW |
| INDEPENDENT FINANCIAL GROUP, LLC | $243.0K | 11,056 | 0.00% | 6q | -15.3%-$44.0K |
| &PARTNERS | $232.7K | 10,587 | 0.00% | 5q | +0.5%+$1.2K |
| Equitable Holdings, Inc. | $228.3K | 10,386 | 0.00% | 2q | -6.0%-$14.6K |
| Moors & Cabot, Inc. | $224.2K | 10,201 | 0.01% | 2q | -2.6%-$5.9K |
| Lido Advisors, LLC | $220.9K | 10,049 | 0.00% | new | NEW |
| 180 WEALTH ADVISORS, LLC | $219.3K | 9,979 | 0.02% | new | NEW |
| MOODY LYNN LIEBERSON & WALKER, LLC | $212.4K | 9,664 | 0.01% | new | NEW |
| WNY Asset Management, LLC | $209.6K | 9,536 | 0.02% | 11q | -32.9%-$102.8K |
| Atlantic Union Bankshares Corp | $162.6K | 7,396 | 0.00% | 4q | HELD |
| FIFTH THIRD BANCORP | $152.5K | 6,939 | 0.00% | 2q | HELD |
| Ameritas Advisory Services, LLC | $149.5K | 6,800 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $148.9K | 6,772 | 0.00% | new | NEW |
| ROTHSCHILD INVESTMENT LLC | $146.1K | 6,645 | 0.01% | 11q | +3.1%+$4.3K |
| MERCER GLOBAL ADVISORS INC /ADV | $133.7K | 6,082 | 0.00% | 2q | -41.4%-$94.2K |
| IFG Advisory, LLC | $113.3K | 5,153 | 0.00% | new | NEW |
| EverSource Wealth Advisors, LLC | $109.9K | 5,000 | 0.00% | 9q | HELD |
| Global Retirement Partners, LLC | $99.6K | 4,532 | 0.00% | 2q | -19.2%-$23.7K |
| Cullen/Frost Bankers, Inc. | $96.6K | 4,397 | 0.00% | 18q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $89.7K | 4,080 | 0.00% | 31q | -4.9%-$4.6K |
| US BANCORP \DE\ | $75.7K | 3,445 | 0.00% | 15q | +52.6%+$26.1K |
| SOA Wealth Advisors, LLC. | $71.9K | 3,271 | 0.01% | 23q | HELD |
| HARBOUR INVESTMENTS, INC. | $67.0K | 3,047 | 0.00% | 21q | HELD |
| North Star Investment Management Corp. | $58.8K | 2,674 | 0.00% | 28q | HELD |
| Arax Advisory Partners | $58.2K | 2,650 | 0.00% | new | NEW |
| Costello Asset Management, INC | $51.3K | 2,336 | 0.02% | 6q | +0.8% |
| Farther Finance Advisors, LLC | $51.3K | 2,334 | 0.00% | 4q | +75.0%+$22.0K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $44.5K | 2,024 | 0.00% | 18q | HELD |
| Millstone Evans Group, LLC | $44.0K | 2,004 | 0.02% | 7q | +3.0%+$1.3K |
| Pinnacle Wealth Planning Services, Inc. | $32.7K | 1,487 | 0.00% | 3q | -15.1%-$5.8K |
| Kennebec Savings Bank | $28.3K | 1,287 | 0.02% | new | NEW |
| Key Financial Inc | $28.1K | 1,280 | 0.00% | 18q | +3.1% |
| Penserra Capital Management LLC | $26.3K | 1,194,853 | 0.20% | 8q | +4.0%+$1.0K |
| Founders Capital Management | $22.0K | 1,000 | 0.01% | 14q | HELD |
| Truvestments Capital LLC | $16.8K | 764 | 0.00% | 8q | HELD |
Showing the largest 100 of 126 reported holders.
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 120 | $257.4M | 11,715,515 | 15 | 48 | 29 | 0.0% |
| Q1 2026 | 119 | $209.9M | 11,799,611 | 19 | 47 | 26 | 0.0% |
| Q4 2025 | 117 | $223.9M | 11,822,302 | 13 | 33 | 28 | 0.0% |
| Q3 2025 | 112 | $192.3M | 10,427,805 | 19 | 38 | 28 | 0.0% |
| Q2 2025 | 105 | $165.3M | 10,673,103 | 16 | 41 | 26 | 0.0% |
| Q1 2025 | 97 | $167.7M | 10,324,652 | 13 | 35 | 25 | 0.0% |
| Q4 2024 | 108 | $177.8M | 11,067,431 | 16 | 32 | 22 | 0.0% |
| Q3 2024 | 111 | $220.4M | 11,842,667 | 17 | 33 | 32 | 0.0% |
| Q2 2024 | 105 | $218.0M | 12,489,152 | 7 | 35 | 32 | 0.0% |
| Q1 2024 | 112 | $313.8M | 18,623,295 | 11 | 44 | 32 | 0.0% |
| Q4 2023 | 111 | $250.5M | 15,102,380 | 12 | 42 | 27 | 0.0% |
| Q3 2023 | 103 | $152.2M | 9,789,411 | 9 | 42 | 27 | 0.0% |
| Q2 2023 | 104 | $150.3M | 8,810,082 | 7 | 38 | 26 | 0.0% |
| Q1 2023 | 103 | $143.2M | 8,112,633 | 10 | 47 | 18 | 0.0% |
| Q4 2022 | 92 | $142.2M | 7,895,237 | 18 | 26 | 26 | 0.0% |
| Q3 2022 | 98 | $142.1M | 8,220,810 | 10 | 42 | 19 | 0.0% |
| Q2 2022 | 98 | $149.0M | 7,967,502 | 11 | 42 | 20 | 0.0% |
| Q1 2022 | 94 | $167.9M | 8,083,444 | 13 | 41 | 19 | 0.0% |
| Q4 2021 | 99 | $195.8M | 8,241,249 | 13 | 40 | 23 | 0.0% |
| Q3 2021 | 96 | $220.2M | 8,613,152 | 5 | 37 | 29 | 0.0% |
| Q2 2021 | 107 | $229.3M | 8,909,797 | 8 | 36 | 35 | 0.0% |
| Q1 2021 | 107 | $240.5M | 9,854,736 | 12 | 39 | 28 | 0.0% |
| Q4 2020 | 107 | $242.0M | 10,158,866 | 18 | 33 | 28 | 0.0% |
| Q3 2020 | 92 | $212.7M | 10,314,198 | 8 | 27 | 33 | 0.0% |
| Q2 2020 | 97 | $216.5M | 10,156,766 | 9 | 34 | 27 | 0.0% |
| Q1 2020 | 100 | $176.5M | 9,902,054 | 18 | 35 | 32 | 0.0% |
| Q4 2019 | 93 | $212.7M | 10,186,825 | 8 | 33 | 29 | 0.0% |
| Q3 2019 | 89 | $170.1M | 9,267,094 | 12 | 33 | 23 | 0.0% |
| Q2 2019 | 85 | $192.0M | 9,567,216 | 9 | 32 | 22 | 0.0% |
| Q1 2019 | 87 | $191.4M | 9,323,758 | 9 | 40 | 18 | 0.0% |
| Q4 2018 | 92 | $161.8M | 9,012,494 | 1 | 1 | 2 | 0.0% |