abrdn Healthcare Investors Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 4.47 M | $98.17 M | -1.33% | 8.33% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 1.23 M | $27.03 M | 2.93% | 2.29% |
| PENSERRA CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.19 M | $26.26 M | 3.97% | 2.23% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 665.48 K | $14.63 M | 15.29% | 1.24% |
| LPL FINANCIAL LLC | 08/07/2026 | 582.88 K | $12.81 M | 5.52% | 1.09% |
| ROYAL BANK OF CANADA | 08/14/2026 | 524.78 K | $11.54 M | 0.98% | 0.98% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 465.77 K | $10.24 M | -0.20% | 0.87% |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 08/14/2026 | 320.83 K | $7.05 M | 3.07% | 0.60% |
| Z3 CAPITAL PARTNERS, LLC | 07/28/2026 | 230.45 K | $5.07 M | 1.35% | 0.43% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 226.30 K | $4.97 M | 0.28% | 0.42% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 214.30 K | $4.71 M | 4.41% | 0.40% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 164.51 K | $3.62 M | 8.42% | 0.31% |
| SAMALIN INVESTMENT COUNSEL, LLC | 07/27/2026 | 154.62 K | $3.40 M | 22.86% | 0.29% |
| UBS GROUP AG | 08/13/2026 | 133.04 K | $2.92 M | 3.18% | 0.25% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 131.80 K | $2.90 M | 2.65% | 0.25% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 131.57 K | $2.89 M | 1.30% | 0.25% |
| INVESCO LTD. | 08/14/2026 | 121.52 K | $2.67 M | 7.98% | 0.23% |
| OPPENHEIMER & CO INC | 08/03/2026 | 116.30 K | $2.56 M | -0.28% | 0.22% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 114.79 K | $2.52 M | 8.36% | 0.21% |
| SMITH ASSET MANAGEMENT CO., LLC | 07/14/2026 | 112.72 K | $2.48 M | -2.20% | 0.21% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 101.99 K | $2.24 M | 20.92% | 0.19% |
| NWF ADVISORY SERVICES INC. | 07/29/2026 | 98.51 K | $2.17 M | -2.24% | 0.18% |
| COHEN & STEERS, INC. | 08/14/2026 | 89.57 K | $1.97 M | 0.00% | 0.17% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 87.28 K | $1.92 M | 5.60% | 0.16% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 86.49 K | $1.90 M | 189.89% | 0.16% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 76.37 K | $1.68 M | 1.26% | 0.14% |
| SAGE CAPITAL MANAGEMENT, LLC | 07/20/2026 | 73.81 K | $1.62 M | 18.14% | 0.14% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 61.35 K | $1.35 M | 10.10% | 0.11% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 60.06 K | $1.32 M | -27.29% | 0.11% |
| NORTHERN TRUST CORP | 08/13/2026 | 57.97 K | $1.27 M | 2.63% | 0.11% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 56.86 K | $1.25 M | 28.24% | 0.11% |
| EVOLVE PRIVATE WEALTH, LLC | 08/12/2026 | 53.46 K | $1.18 M | -6.61% | 0.10% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 07/31/2026 | 51.95 K | $1.14 M | 0.00% | 0.10% |
| STEPHENS INC /AR/ | 07/29/2026 | 46.19 K | $1.02 M | 95.52% | 0.09% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 46.10 K | $1.01 M | 36.49% | 0.09% |
| TRIUMPH CAPITAL MANAGEMENT | 07/21/2026 | 45.51 K | $1.00 M | 1.26% | 0.08% |
| ALPHACORE CAPITAL LLC | 08/06/2026 | 42.95 K | $943.98 K | 2.07% | 0.08% |
| AE WEALTH MANAGEMENT LLC | 08/03/2026 | 41.80 K | $918.70 K | -12.47% | 0.08% |
| MGO ONE SEVEN LLC | 07/31/2026 | 40.23 K | $884.16 K | 100.00% | 0.08% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 39.99 K | $878.96 K | -45.16% | 0.07% |
| CYNDEO WEALTH PARTNERS, LLC | 07/21/2026 | 38.31 K | $842.01 K | 0.00% | 0.07% |
| PENSIONMARK FINANCIAL GROUP, LLC | 08/14/2026 | 34.26 K | $609.47 K | -1.51% | 0.06% |
| ABEL HALL, LLC | 07/24/2026 | 33.00 K | $725.34 K | 0.00% | 0.06% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 32.29 K | $709.80 K | -15.05% | 0.06% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 07/23/2026 | 31.12 K | $684.08 K | -4.20% | 0.06% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 30.52 K | $670.71 K | 1.82% | 0.06% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 27.81 K | $611.22 K | 2.66% | 0.05% |
| ATOMI FINANCIAL GROUP, INC. | 08/04/2026 | 23.59 K | $518.40 K | 36.42% | 0.04% |
| JANE STREET GROUP, LLC | 08/14/2026 | 23.29 K | $511.83 K | 100.00% | 0.04% |
| WESPAC ADVISORS, LLC | 08/10/2026 | 23.15 K | $508.90 K | 1.28% | 0.04% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
abrdn Healthcare Investors institutional Ownership - FAQ's
During the previous two years, 188 institutional investors and hedge funds held shares of abrdn Healthcare Investors. The most heavily invested institutionals were:
MORGAN STANLEY: 4.47 M
RAYMOND JAMES FINANCIAL INC: 1.23 M
Penserra Capital Management LLC: 1.19 M
Advisors Asset Management, Inc.: 665,476
LPL Financial LLC: 582,882
ROYAL BANK OF CANADA: 524,781
24.89% of abrdn Healthcare Investors stock is owned by institutional investors.
Institutional investors have bought a total of 15.02 M shares in the last 24 months. This purchase volume represents approximately $274.92 M in transactions.