abrdn World Healthcare Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 1.11 M | $13.00 M | -0.15% | 2.88% |
| PENSERRA CAPITAL MANAGEMENT LLC | 05/11/2026 | 641.70 K | $7.49 M | -45.96% | 1.66% |
| ROYAL BANK OF CANADA | 05/15/2026 | 462.84 K | $5.40 M | 3.60% | 1.20% |
| LPL FINANCIAL LLC | 05/06/2026 | 281.04 K | $3.28 M | -13.17% | 0.73% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 271.57 K | $3.17 M | 6.18% | 0.70% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 257.75 K | $3.01 M | 10.03% | 0.67% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 257.03 K | $3.00 M | 7.81% | 0.66% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 236.94 K | $2.77 M | 1.80% | 0.61% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 164.84 K | $1.92 M | 19.41% | 0.43% |
| SIGNIFICANT WEALTH PARTNERS LLC | 04/08/2026 | 145.18 K | $1.69 M | 100.00% | 0.37% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 133.96 K | $1.59 M | -0.02% | 0.35% |
| NEWEDGE WEALTH, LLC | 05/13/2026 | 86.80 K | $1.01 M | 0.00% | 0.22% |
| UBS GROUP AG | 05/05/2026 | 86.33 K | $1.01 M | -14.82% | 0.22% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 86.00 K | $1.00 M | 7.07% | 0.22% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 80.46 K | $938.99 K | -38.00% | 0.21% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 77.64 K | $906.00 K | 4.57% | 0.20% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 70.99 K | $828.40 K | 7.14% | 0.18% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 70.42 K | $821.84 K | -4.34% | 0.18% |
| SAMALIN INVESTMENT COUNSEL, LLC | 04/23/2026 | 65.94 K | $769.48 K | -8.07% | 0.17% |
| EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC | 05/18/2026 | 63.69 K | $743.31 K | 3.69% | 0.16% |
| WEALTH QUARTERBACK LLC | 04/09/2026 | 56.71 K | $661.82 K | 7.65% | 0.15% |
| SUMMIT FINANCIAL, LLC | 05/15/2026 | 55.80 K | $651.15 K | -2.28% | 0.14% |
| ALPHACORE CAPITAL LLC | 05/15/2026 | 55.35 K | $645.95 K | 100.00% | 0.14% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 52.04 K | $607.32 K | 5.99% | 0.13% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 50.17 K | $585.50 K | 100.00% | 0.13% |
| STOCKMAN WEALTH MANAGEMENT, INC. | 04/13/2026 | 42.61 K | $497.24 K | 0.00% | 0.11% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 40.50 K | $472.64 K | 0.00% | 0.10% |
| WEALTH EFFECTS LLC | 04/21/2026 | 40.10 K | $467.91 K | 32.33% | 0.10% |
| BLAIR WILLIAM & CO/IL | 05/08/2026 | 38.00 K | $443.46 K | -0.78% | 0.10% |
| ALTERI WEALTH LLC | 05/06/2026 | 37.36 K | $435.99 K | -0.20% | 0.10% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 34.83 K | $406.51 K | 4.80% | 0.09% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 04/20/2026 | 30.81 K | $359.54 K | 0.00% | 0.08% |
| TRIUMPH CAPITAL MANAGEMENT | 05/13/2026 | 30.43 K | $355.12 K | 9.15% | 0.08% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 29.38 K | $342.80 K | 1.29% | 0.08% |
| 04/17/2026 | 27.44 K | $320.27 K | 15.53% | 0.07% | |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 26.96 K | $314.64 K | 4.74% | 0.07% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 26.51 K | $309.00 K | 6.26% | 0.07% |
| XTX TOPCO LTD | 05/15/2026 | 20.64 K | $240.90 K | 100.00% | 0.05% |
| VANGUARD CAPITAL WEALTH ADVISORS | 04/21/2026 | 20.00 K | $233.40 K | 0.00% | 0.05% |
| TRADITION WEALTH MANAGEMENT, LLC | 05/15/2026 | 19.16 K | $223.63 K | -10.08% | 0.05% |
| ABEL HALL, LLC | 04/28/2026 | 19.00 K | $221.73 K | 0.00% | 0.05% |
| HRT FINANCIAL LP | 05/14/2026 | 18.40 K | $214.00 K | 100.00% | 0.05% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 04/21/2026 | 18.33 K | $213.90 K | 100.00% | 0.05% |
| OPPENHEIMER & CO INC | 04/24/2026 | 16.67 K | $194.54 K | -10.53% | 0.04% |
| JANE STREET GROUP, LLC | 05/12/2026 | 16.53 K | $192.94 K | -54.20% | 0.04% |
| KAPSTONE FINANCIAL ADVISORS LLC | 04/22/2026 | 15.37 K | $179.37 K | 0.00% | 0.04% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 05/14/2026 | 14.33 K | $167.27 K | 0.00% | 0.04% |
| DAYMARK WEALTH PARTNERS, LLC | 05/11/2026 | 14.22 K | $165.98 K | 0.00% | 0.04% |
| SEACREST WEALTH MANAGEMENT, LLC | 04/15/2026 | 14.21 K | $165.85 K | -4.13% | 0.04% |
| INVESCO LTD. | 05/12/2026 | 14.16 K | $165.25 K | 100.00% | 0.04% |
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abrdn World Healthcare Fund institutional Ownership - FAQ's
During the previous two years, 119 institutional investors and hedge funds held shares of abrdn World Healthcare Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 1.11 M
Penserra Capital Management LLC: 641,703
ROYAL BANK OF CANADA: 462,836
LPL Financial LLC: 281,040
RAYMOND JAMES FINANCIAL INC: 271,569
Janney Montgomery Scott LLC: 257,753
14.75% of abrdn World Healthcare Fund stock is owned by institutional investors.
Institutional investors have bought a total of 6.18 M shares in the last 24 months. This purchase volume represents approximately $74.66 M in transactions.