Abrdn Healthcare Investors Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11/14/2025 | 4.20 M | $77.57 M | 10.97% | 7.83% |
| PENSERRA CAPITAL MANAGEMENT LLC | 11/04/2025 | 1.20 M | $22.13 M | 15.36% | 2.24% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 1.19 M | $21.89 M | -8.75% | 2.21% |
| ROYAL BANK OF CANADA | 11/14/2025 | 498.48 K | $9.20 M | -1.35% | 0.93% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 411.94 K | $7.62 M | 18.69% | 0.77% |
| LPL FINANCIAL LLC | 11/12/2025 | 405.40 K | $7.48 M | 3.14% | 0.76% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 363.02 K | $6.70 M | 3.32% | 0.68% |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 11/14/2025 | 291.93 K | $5.39 M | 3.09% | 0.54% |
| WNY ASSET MANAGEMENT, LLC | 11/14/2025 | 213.95 K | $3.95 M | 7.01% | 0.40% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 191.04 K | $3.53 M | 0.18% | 0.36% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 159.37 K | $2.94 M | 1.93% | 0.30% |
| UBS GROUP AG | 11/13/2025 | 158.85 K | $2.93 M | 40.39% | 0.30% |
| NWF ADVISORY SERVICES INC. | 10/31/2025 | 138.99 K | $2.57 M | 34.08% | 0.26% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 129.93 K | $2.18 M | 3.30% | 0.24% |
| OPPENHEIMER & CO INC | 11/06/2025 | 124.81 K | $2.30 M | -20.38% | 0.23% |
| SMITH ASSET MANAGEMENT CO., LLC | 11/03/2025 | 117.35 K | $2.17 M | -1.82% | 0.22% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 11/13/2025 | 117.13 K | $2.16 M | 13.13% | 0.22% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 108.53 K | $2.00 M | 3.55% | 0.20% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 105.99 K | $1.96 M | -26.36% | 0.20% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 101.59 K | $1.88 M | 130.20% | 0.19% |
| THOMAS J. HERZFELD ADVISORS, INC. | 11/12/2025 | 94.62 K | $1.75 M | 100.00% | 0.18% |
| INVESCO LTD. | 11/13/2025 | 93.45 K | $1.73 M | 26.00% | 0.17% |
| SAMALIN INVESTMENT COUNSEL, LLC | 10/30/2025 | 92.29 K | $1.70 M | 5.05% | 0.17% |
| COHEN & STEERS, INC. | 11/14/2025 | 89.57 K | $1.65 M | -16.73% | 0.17% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 80.71 K | $1.49 M | 2.37% | 0.15% |
| SABA CAPITAL MANAGEMENT, L.P. | 11/14/2025 | 80.56 K | $1.49 M | -50.91% | 0.15% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 73.51 K | $1.36 M | -5.85% | 0.14% |
| BAIRD FINANCIAL GROUP, INC. | 11/13/2025 | 67.02 K | $1.24 M | -4.81% | 0.13% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 11/14/2025 | 62.85 K | $1.16 M | 0.69% | 0.12% |
| SAGE CAPITAL MANAGEMENT, LLC | 10/28/2025 | 60.86 K | $1.12 M | -19.86% | 0.11% |
| PENSIONMARK FINANCIAL GROUP, LLC | 10/15/2025 | 49.78 K | $918.85 K | 100.00% | 0.09% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 47.90 K | $884.28 K | 1.73% | 0.09% |
| MATRIX PRIVATE CAPITAL GROUP LLC | 11/14/2025 | 47.46 K | $876.04 K | 0.02% | 0.09% |
| AE WEALTH MANAGEMENT LLC | 11/03/2025 | 47.21 K | $871.52 K | 0.16% | 0.09% |
| TRIUMPH CAPITAL MANAGEMENT | 11/17/2025 | 46.44 K | $857.32 K | 3.21% | 0.09% |
| ALPHACORE CAPITAL LLC | 11/12/2025 | 43.09 K | $795.35 K | -0.62% | 0.08% |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 42.33 K | $781.39 K | -16.22% | 0.08% |
| CYNDEO WEALTH PARTNERS, LLC | 10/10/2025 | 38.31 K | $707.17 K | 0.00% | 0.07% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 10/28/2025 | 34.26 K | $632.41 K | 0.06% | 0.06% |
| ABEL HALL, LLC | 11/17/2025 | 33.00 K | $609.18 K | 0.00% | 0.06% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 32.82 K | $605.84 K | -29.15% | 0.06% |
| WEDBUSH SECURITIES INC | 11/06/2025 | 29.96 K | $553.00 K | 36.98% | 0.06% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 29.02 K | $535.71 K | 7.40% | 0.05% |
| WESPAC ADVISORS, LLC | 10/27/2025 | 27.82 K | $513.52 K | 6.59% | 0.05% |
| STEPHENS INC /AR/ | 10/27/2025 | 26.81 K | $494.89 K | -18.56% | 0.05% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 11/13/2025 | 25.82 K | $476.69 K | 100.00% | 0.05% |
| UHLMANN PRICE SECURITIES, LLC | 11/07/2025 | 24.93 K | $460.16 K | 7.12% | 0.05% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10/22/2025 | 24.62 K | $454.54 K | -21.42% | 0.05% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 24.09 K | $444.74 K | 3.71% | 0.04% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 23.53 K | $434.35 K | -17.98% | 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, 171 institutional investors and hedge funds held shares of Abrdn Healthcare Investors. The most heavily invested institutionals were:
MORGAN STANLEY: 4.2 M
Penserra Capital Management LLC: 1.2 M
RAYMOND JAMES FINANCIAL INC: 1.19 M
ROYAL BANK OF CANADA: 498,478
AMERIPRISE FINANCIAL INC: 411,938
LPL Financial LLC: 405,400
22.48% of Abrdn Healthcare Investors stock is owned by institutional investors.
Institutional investors have bought a total of 13.76 M shares in the last 24 months. This purchase volume represents approximately $255.76 M in transactions.