abrdn World Healthcare Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 1.13 M | $15.09 M | 1.05% | 2.79% |
| PENSERRA CAPITAL MANAGEMENT LLC | 08/13/2026 | 667.15 K | $8.94 M | 3.97% | 1.65% |
| ROYAL BANK OF CANADA | 08/14/2026 | 462.54 K | $6.20 M | -0.06% | 1.15% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 310.34 K | $4.16 M | 14.28% | 0.77% |
| LPL FINANCIAL LLC | 08/07/2026 | 280.30 K | $3.76 M | -0.26% | 0.69% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 253.89 K | $3.40 M | -1.50% | 0.63% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 245.72 K | $3.29 M | -4.40% | 0.61% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 232.24 K | $3.11 M | -1.98% | 0.58% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 169.08 K | $2.27 M | 2.57% | 0.42% |
| SIGNIFICANT WEALTH PARTNERS LLC | 07/14/2026 | 147.76 K | $1.98 M | 1.78% | 0.37% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/22/2026 | 138.56 K | $1.86 M | 3.44% | 0.34% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 137.69 K | $1.85 M | 71.13% | 0.34% |
| J.W. COLE ADVISORS, INC. | 07/21/2026 | 108.67 K | $1.46 M | 100.00% | 0.27% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 92.65 K | $1.24 M | 7.73% | 0.23% |
| NEWEDGE WEALTH, LLC | 08/10/2026 | 86.80 K | $1.16 M | 0.00% | 0.22% |
| UBS GROUP AG | 08/13/2026 | 83.65 K | $1.12 M | -3.11% | 0.21% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 79.55 K | $1.07 M | 12.07% | 0.20% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 76.76 K | $1.03 M | -1.13% | 0.19% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 69.40 K | $929.90 K | -1.46% | 0.17% |
| ALPHACORE CAPITAL LLC | 08/06/2026 | 56.34 K | $754.90 K | 1.78% | 0.14% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 53.30 K | $714.23 K | 2.42% | 0.13% |
| WEALTH QUARTERBACK LLC | 07/27/2026 | 53.03 K | $710.64 K | -6.49% | 0.13% |
| SAMALIN INVESTMENT COUNSEL, LLC | 07/27/2026 | 46.92 K | $628.73 K | -28.84% | 0.12% |
| SUMMIT FINANCIAL, LLC | 08/12/2026 | 46.60 K | $624.42 K | -16.48% | 0.12% |
| STOCKMAN WEALTH MANAGEMENT, INC. | 08/11/2026 | 42.61 K | $570.96 K | 0.00% | 0.11% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 41.25 K | $552.75 K | 1.85% | 0.10% |
| LIONHUNTER CAPITAL MANAGEMENT, LLC | 08/13/2026 | 40.00 K | $536.00 K | 100.00% | 0.10% |
| WEALTH EFFECTS LLC | 08/06/2026 | 40.00 K | $535.93 K | -0.25% | 0.10% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 38.11 K | $510.66 K | 9.40% | 0.09% |
| BLAIR WILLIAM & CO/IL | 08/11/2026 | 38.00 K | $509.20 K | 0.00% | 0.09% |
| ALTERI WEALTH LLC | 07/29/2026 | 37.26 K | $499.28 K | -0.27% | 0.09% |
| TRIUMPH CAPITAL MANAGEMENT | 07/21/2026 | 31.56 K | $422.88 K | 3.71% | 0.08% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 07/28/2026 | 30.81 K | $412.84 K | 0.00% | 0.08% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 29.42 K | $394.26 K | 100.00% | 0.07% |
| PMG FAMILY OFFICE LLC | 07/16/2026 | 29.30 K | $392.55 K | 6.74% | 0.07% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 27.99 K | $375.03 K | -4.72% | 0.07% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 27.36 K | $367.00 K | 3.21% | 0.07% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 26.04 K | $348.93 K | -3.42% | 0.06% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 26.00 K | $348.43 K | -48.17% | 0.06% |
| EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC | 08/14/2026 | 24.54 K | $328.89 K | -61.47% | 0.06% |
| VANGUARD CAPITAL WEALTH ADVISORS | 07/23/2026 | 20.00 K | $268.00 K | 0.00% | 0.05% |
| ABEL HALL, LLC | 07/24/2026 | 19.00 K | $254.60 K | 0.00% | 0.05% |
| XTX TOPCO LTD | 08/14/2026 | 18.94 K | $253.82 K | -8.24% | 0.05% |
| TRADITION WEALTH MANAGEMENT, LLC | 08/11/2026 | 18.27 K | $244.83 K | -4.65% | 0.05% |
| JANE STREET GROUP, LLC | 08/14/2026 | 17.10 K | $229.14 K | 3.43% | 0.04% |
| OPPENHEIMER & CO INC | 08/03/2026 | 16.62 K | $222.71 K | -0.30% | 0.04% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 16.08 K | $215.47 K | 100.00% | 0.04% |
| KAPSTONE FINANCIAL ADVISORS LLC | 08/07/2026 | 15.37 K | $205.96 K | 0.00% | 0.04% |
| SEACREST WEALTH MANAGEMENT, LLC | 07/09/2026 | 14.93 K | $200.01 K | 5.02% | 0.04% |
| INVESCO LTD. | 08/14/2026 | 14.84 K | $198.86 K | 4.80% | 0.04% |
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abrdn World Healthcare Fund institutional Ownership - FAQ's
During the previous two years, 117 institutional investors and hedge funds held shares of abrdn World Healthcare Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 1.13 M
Penserra Capital Management LLC: 667,148
ROYAL BANK OF CANADA: 462,541
RAYMOND JAMES FINANCIAL INC: 310,343
LPL Financial LLC: 280,297
Janney Montgomery Scott LLC: 253,887
14.62% of abrdn World Healthcare Fund stock is owned by institutional investors.
Institutional investors have bought a total of 6.40 M shares in the last 24 months. This purchase volume represents approximately $77.26 M in transactions.