abrdn Healthcare Investors Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 4.68 M | $88.70 M | 11.46% | 8.73% |
| PENSERRA CAPITAL MANAGEMENT LLC | 02/12/2026 | 1.32 M | $25.02 M | 10.20% | 2.46% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 1.18 M | $22.40 M | -0.25% | 2.21% |
| ROYAL BANK OF CANADA | 02/17/2026 | 517.09 K | $9.79 M | 3.73% | 0.96% |
| LPL FINANCIAL LLC | 02/11/2026 | 501.07 K | $9.49 M | 23.60% | 0.93% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 463.37 K | $8.78 M | 27.64% | 0.86% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 456.05 K | $8.64 M | 10.71% | 0.85% |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 02/17/2026 | 291.93 K | $5.53 M | 0.00% | 0.54% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 189.90 K | $3.60 M | 19.15% | 0.35% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 188.50 K | $3.57 M | -1.33% | 0.35% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 146.78 K | $2.78 M | 100.00% | 0.27% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 131.20 K | $2.49 M | 0.98% | 0.24% |
| OPPENHEIMER & CO INC | 02/02/2026 | 130.12 K | $2.46 M | 4.25% | 0.24% |
| UBS GROUP AG | 01/29/2026 | 124.18 K | $2.35 M | -21.82% | 0.23% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 120.07 K | $2.27 M | 10.64% | 0.22% |
| SMITH ASSET MANAGEMENT CO., LLC | 02/19/2026 | 117.06 K | $2.22 M | -0.24% | 0.22% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 114.35 K | $2.17 M | 12.56% | 0.21% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 02/06/2026 | 110.37 K | $2.09 M | -5.77% | 0.21% |
| INVESCO LTD. | 02/19/2026 | 110.16 K | $2.09 M | 17.88% | 0.21% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 102.63 K | $1.94 M | -3.17% | 0.19% |
| NWF ADVISORY SERVICES INC. | 03/03/2026 | 102.62 K | $1.94 M | -26.17% | 0.19% |
| COHEN & STEERS, INC. | 02/13/2026 | 89.57 K | $1.70 M | 0.00% | 0.17% |
| SAMALIN INVESTMENT COUNSEL, LLC | 01/30/2026 | 81.75 K | $1.55 M | -11.42% | 0.15% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 79.52 K | $1.51 M | -1.47% | 0.15% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 75.33 K | $1.43 M | 2.48% | 0.14% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 70.75 K | $1.34 M | 47.71% | 0.13% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 02/13/2026 | 69.78 K | $1.32 M | 11.03% | 0.13% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 64.31 K | $1.22 M | -4.04% | 0.12% |
| SAGE CAPITAL MANAGEMENT, LLC | 01/15/2026 | 60.04 K | $1.14 M | -1.34% | 0.11% |
| 02/17/2026 | 57.01 K | $1.08 M | 100.00% | 0.11% | |
| PENSIONMARK FINANCIAL GROUP, LLC | 03/13/2026 | 48.96 K | $927.35 K | -1.63% | 0.09% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 48.48 K | $918.14 K | 14.52% | 0.09% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 43.94 K | $832.26 K | -6.92% | 0.08% |
| TRIUMPH CAPITAL MANAGEMENT | 02/12/2026 | 43.48 K | $823.45 K | -6.38% | 0.08% |
| STEPHENS INC /AR/ | 02/05/2026 | 41.81 K | $791.83 K | 55.94% | 0.08% |
| ALPHACORE CAPITAL LLC | 02/05/2026 | 39.74 K | $752.64 K | -7.77% | 0.07% |
| 02/11/2026 | 39.60 K | $750.08 K | 100.00% | 0.07% | |
| CYNDEO WEALTH PARTNERS, LLC | 01/07/2026 | 38.31 K | $725.55 K | 0.00% | 0.07% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 34.84 K | $660.00 K | 16.32% | 0.07% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 34.60 K | $655.31 K | 33.99% | 0.06% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 33.75 K | $639.19 K | 2.83% | 0.06% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 01/26/2026 | 33.66 K | $637.49 K | -1.75% | 0.06% |
| ABEL HALL, LLC | 02/17/2026 | 33.00 K | $625.02 K | 0.00% | 0.06% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 29.02 K | $549.64 K | 0.00% | 0.05% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 28.31 K | $536.12 K | 20.30% | 0.05% |
| UHLMANN PRICE SECURITIES, LLC | 01/12/2026 | 25.71 K | $486.91 K | 3.13% | 0.05% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 25.61 K | $485.09 K | 4.02% | 0.05% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 24.77 K | $469.18 K | 59.59% | 0.05% |
| WESPAC ADVISORS, LLC | 01/14/2026 | 23.78 K | $450.34 K | -14.53% | 0.04% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 22.63 K | $428.61 K | -6.07% | 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:
Janney Montgomery Scott LLC: 205,248
UBS Group AG: 128,934
Kestra Advisory Services, LLC: 128,393
Samalin Investment Counsel, LLC: 125,848
OPPENHEIMER & CO INC: 116,628
NWF Advisory Services Inc.: 100,769
23.91% of abrdn Healthcare Investors stock is owned by institutional investors.
Institutional investors have bought a total of 14.48 M shares in the last 24 months. This purchase volume represents approximately $265.07 M in transactions.