abrdn Healthcare Investors Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 4.53 M | $80.53 M | -3.35% | 8.44% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 1.19 M | $21.25 M | 0.99% | 2.23% |
| PENSERRA CAPITAL MANAGEMENT LLC | 05/11/2026 | 1.15 M | $20.45 M | -13.01% | 2.14% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 577.24 K | $10.27 M | 24.57% | 1.08% |
| LPL FINANCIAL LLC | 05/06/2026 | 552.39 K | $9.83 M | 10.24% | 1.03% |
| ROYAL BANK OF CANADA | 05/15/2026 | 519.67 K | $9.25 M | 0.50% | 0.97% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 466.70 K | $8.30 M | 2.33% | 0.87% |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 05/15/2026 | 311.28 K | $5.54 M | 6.63% | 0.58% |
| 05/07/2026 | 227.37 K | $4.04 M | 2.12% | 0.42% | |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 225.67 K | $4.01 M | 19.72% | 0.42% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 205.25 K | $3.65 M | 8.08% | 0.38% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 151.74 K | $2.70 M | 32.70% | 0.28% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 129.88 K | $2.31 M | -1.01% | 0.24% |
| UBS GROUP AG | 05/05/2026 | 128.93 K | $2.29 M | 3.83% | 0.24% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 128.39 K | $2.28 M | 6.93% | 0.24% |
| SAMALIN INVESTMENT COUNSEL, LLC | 04/23/2026 | 125.85 K | $2.24 M | 53.94% | 0.23% |
| OPPENHEIMER & CO INC | 04/24/2026 | 116.63 K | $2.07 M | -10.37% | 0.22% |
| SMITH ASSET MANAGEMENT CO., LLC | 05/15/2026 | 115.26 K | $2.05 M | -1.54% | 0.21% |
| INVESCO LTD. | 05/12/2026 | 112.54 K | $2.00 M | 2.16% | 0.21% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 105.94 K | $1.88 M | 3.22% | 0.20% |
| NWF ADVISORY SERVICES INC. | 05/04/2026 | 100.77 K | $1.79 M | -1.80% | 0.19% |
| COHEN & STEERS, INC. | 05/15/2026 | 89.57 K | $1.59 M | 0.00% | 0.17% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 84.35 K | $1.50 M | 272.73% | 0.16% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 82.65 K | $1.47 M | 3.94% | 0.15% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 82.60 K | $1.47 M | 16.74% | 0.15% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 75.42 K | $1.34 M | 0.12% | 0.14% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 72.92 K | $1.30 M | 13.40% | 0.14% |
| SAGE CAPITAL MANAGEMENT, LLC | 04/15/2026 | 62.48 K | $1.11 M | 4.05% | 0.12% |
| 04/16/2026 | 57.24 K | $1.02 M | 0.40% | 0.11% | |
| NORTHERN TRUST CORP | 05/14/2026 | 56.49 K | $1.00 M | 100.00% | 0.11% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 55.72 K | $991.23 K | 14.94% | 0.10% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 05/15/2026 | 51.95 K | $924.23 K | -25.54% | 0.10% |
| AE WEALTH MANAGEMENT LLC | 05/13/2026 | 47.75 K | $849.46 K | 8.66% | 0.09% |
| TRIUMPH CAPITAL MANAGEMENT | 05/13/2026 | 44.95 K | $799.57 K | 3.38% | 0.08% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 44.34 K | $788.77 K | 31.38% | 0.08% |
| ALPHACORE CAPITAL LLC | 05/15/2026 | 42.07 K | $748.50 K | 5.88% | 0.08% |
| CYNDEO WEALTH PARTNERS, LLC | 04/13/2026 | 38.31 K | $681.50 K | 0.00% | 0.07% |
| 05/11/2026 | 38.02 K | $676.28 K | -4.01% | 0.07% | |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 34.85 K | $620.01 K | 23.13% | 0.07% |
| PENSIONMARK FINANCIAL GROUP, LLC | 04/27/2026 | 34.78 K | $618.81 K | -28.96% | 0.06% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 33.78 K | $601.00 K | -3.06% | 0.06% |
| ABEL HALL, LLC | 04/28/2026 | 33.00 K | $587.07 K | 0.00% | 0.06% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 04/15/2026 | 32.49 K | $577.97 K | -3.48% | 0.06% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 29.97 K | $533.16 K | 70.09% | 0.06% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 29.84 K | $530.77 K | 2.81% | 0.06% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 27.09 K | $481.90 K | 151.84% | 0.05% |
| UHLMANN PRICE SECURITIES, LLC | 04/16/2026 | 26.49 K | $471.25 K | 3.03% | 0.05% |
| XTX TOPCO LTD | 05/15/2026 | 24.47 K | $435.39 K | 100.00% | 0.05% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 23.92 K | $425.45 K | -83.71% | 0.04% |
| STEPHENS INC /AR/ | 04/28/2026 | 23.62 K | $420.27 K | -43.49% | 0.04% |
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abrdn Healthcare Investors institutional Ownership - FAQ's
During the previous two years, 178 institutional investors and hedge funds held shares of abrdn Healthcare Investors. The most heavily invested institutionals were:
MORGAN STANLEY: 4.53 M
RAYMOND JAMES FINANCIAL INC: 1.19 M
Penserra Capital Management LLC: 1.15 M
Advisors Asset Management, Inc.: 577,239
LPL Financial LLC: 552,394
ROYAL BANK OF CANADA: 519,667
24.30% of abrdn Healthcare Investors stock is owned by institutional investors.
Institutional investors have bought a total of 14.36 M shares in the last 24 months. This purchase volume represents approximately $262.76 M in transactions.