HQH Institutional Ownership & Shareholders
ABRDN HEALTHCARE INVESTORS (HQH) is currently held by 119 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $272.53M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of HQH tracked by InsiderSet, reporting ownership valued at approximately $98.17M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $95.53M, representing an estimated loss of -2.68% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed HQH value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Raymond James Financial Inc, Penserra Capital Management Llc, and several other long-term asset managers with concentrated positions in ABRDN HEALTHCARE INVESTORS (HQH).
This page ranks the largest institutional HQH shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
119
Total Reported Value
$272.53M
Largest Holder
Morgan Stanley
Largest Position
$98.17M
Insider Transactions (90d)
1
Latest Filing Quarter
Q2 2026
New Institutional Positions
108
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 4,466,114 | $98,165,211 | $95,530,178 | -$2,635,033 | -2.68% | |
| Raymond James Financial Inc | 0.01% | 1,229,661 | $27,027,942 | $26,302,449 | -$725,493 | -2.68% | |
| Penserra Capital Management Llc | 0.20% | 1,194,853 | $26,262,000 | $25,557,906 | -$704,094 | -2.68% | |
| Lpl Financial Llc | 0.00% | 582,882 | $12,811,744 | $12,467,846 | -$343,898 | -2.68% | |
| Royal Bank Of Canada | 0.00% | 524,781 | $11,535,000 | $11,225,066 | -$309,934 | -2.69% | |
| Ameriprise Financial Inc | 0.00% | 465,769 | $10,241,565 | $9,962,799 | -$278,766 | -2.72% | |
| Needham Investment Management Llc | 0.21% | 320,825 | $7,051,734 | $6,862,447 | -$189,287 | -2.68% | |
| Z3 Capital Partners, Llc | 1.06% | 230,448 | $5,065,243 | $4,929,283 | -$135,960 | -2.68% | |
| Bank Of America Corp | 0.00% | 226,301 | $4,974,096 | $4,840,578 | -$133,518 | -2.68% | |
| Janney Montgomery Scott Llc | 0.01% | 214,304 | $4,710,000 | $4,583,963 | -$126,037 | -2.68% | |
| Samalin Investment Counsel, Llc | 1.22% | 182,351 | $3,809,315 | $3,900,488 | +$91,173 | +2.39% | |
| Newedge Advisors, Llc | 0.01% | 164,510 | $3,615,928 | $3,518,869 | -$97,059 | -2.68% | |
| Kestra Advisory Services, Llc | 0.01% | 152,632 | $3,188,492 | $3,264,798 | +$76,306 | +2.39% | |
| Ubs Group Ag | 0.00% | 133,040 | $2,924,220 | $2,845,726 | -$78,494 | -2.68% | |
| Osaic Holdings, Inc. | 0.00% | 131,570 | $2,892,042 | $2,814,282 | -$77,760 | -2.69% | |
| Invesco Ltd. | 0.00% | 121,516 | $2,670,922 | $2,599,227 | -$71,695 | -2.68% | |
| First Trust Advisors Lp | 0.00% | 114,792 | $2,523,128 | $2,455,401 | -$67,727 | -2.68% | |
| Oppenheimer & Co Inc | 0.03% | 118,548 | $2,476,468 | $2,535,742 | +$59,274 | +2.39% | |
| Smith Asset Management Co., Llc | 1.89% | 111,254 | $2,324,096 | $2,379,723 | +$55,627 | +2.39% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 101,994 | $2,241,834 | $2,181,652 | -$60,182 | -2.68% | |
| Nwf Advisory Services Inc. | 0.20% | 102,861 | $2,148,769 | $2,200,197 | +$51,428 | +2.39% | |
| Cohen & Steers, Inc. | 0.00% | 89,573 | $1,969,000 | $1,915,966 | -$53,034 | -2.69% | |
| Rockefeller Capital Management L.P. | 0.00% | 86,488 | $1,901,006 | $1,849,978 | -$51,028 | -2.68% | |
| Sage Capital Management, Llc | 0.59% | 74,637 | $1,559,363 | $1,596,485 | +$37,122 | +2.38% | |
| Private Advisor Group, Llc | 0.01% | 61,345 | $1,348,377 | $1,312,170 | -$36,207 | -2.69% | |
| Cetera Investment Advisers | 0.00% | 60,059 | $1,320,092 | $1,284,662 | -$35,430 | -2.68% | |
| Commonwealth Equity Services, Llc | 0.00% | 61,254 | $1,279,600 | $1,310,223 | +$30,623 | +2.39% | |
| Northern Trust Corp | 0.00% | 57,971 | $1,274,202 | $1,240,000 | -$34,202 | -2.68% | |
| Guggenheim Capital Llc | 0.01% | 56,858 | $1,249,739 | $1,216,193 | -$33,546 | -2.68% | |
| Evolve Private Wealth, Llc | 0.07% | 53,461 | $1,175,073 | $1,143,531 | -$31,542 | -2.68% | |
| Stephens Inc | 0.01% | 46,190 | $1,015,249 | $988,004 | -$27,245 | -2.68% | |
| Alphacore Capital Llc | 0.02% | 42,947 | $943,982 | $918,636 | -$25,346 | -2.68% | |
| Triumph Capital Management | 0.17% | 44,893 | $937,811 | $960,261 | +$22,450 | +2.39% | |
| Advisors Asset Management, Inc. | 0.01% | 39,318 | $934,196 | $841,012 | -$93,184 | -9.97% | |
| Baird Financial Group, Inc. | 0.00% | 39,989 | $878,958 | $855,365 | -$23,593 | -2.68% | |
| Mgo One Seven Llc | 0.01% | 41,104 | $858,664 | $879,215 | +$20,551 | +2.39% | |
| Cyndeo Wealth Partners, Llc | 0.04% | 38,308 | $800,254 | $819,408 | +$19,154 | +2.39% | |
| Closed-End Fund Advisors, Inc. | 0.69% | 32,293 | $709,797 | $690,747 | -$19,050 | -2.68% | |
| Abel Hall, Llc | 0.12% | 33,000 | $689,370 | $705,870 | +$16,500 | +2.39% | |
| Nations Financial Group Inc | 0.03% | 31,122 | $684,076 | $665,700 | -$18,376 | -2.69% | |
| Sage Capital Advisors,Llc | 0.13% | 30,848 | $644,411 | $659,839 | +$15,428 | +2.39% | |
| Wells Fargo & Company/Mn | 0.00% | 27,808 | $611,217 | $594,813 | -$16,404 | -2.68% | |
| World Investment Advisors | 0.01% | 34,259 | $609,471 | $732,800 | +$123,329 | +20.24% | |
| Compound Planning, Inc. | 0.01% | 23,585 | $518,404 | $504,483 | -$13,921 | -2.69% | |
| Jane Street Group, Llc | 0.00% | 23,286 | $511,826 | $498,088 | -$13,738 | -2.68% | |
| Wespac Advisors, Llc | 0.25% | 23,174 | $484,105 | $495,692 | +$11,587 | +2.39% | |
| City Of London Investment Management Co Ltd | 0.03% | 23,000 | $480,470 | $491,970 | +$11,500 | +2.39% | |
| Mariner, Llc | 0.00% | 18,633 | $409,560 | $398,560 | -$11,000 | -2.69% | |
| Benjamin Edwards Inc | 0.00% | 17,875 | $392,890 | $382,346 | -$10,544 | -2.68% | |
| Capital Investment Advisory Services, Llc | 0.02% | 18,329 | $382,891 | $392,057 | +$9,166 | +2.39% |
Frequently asked questions about HQH
Who are the largest institutional holders of HQH?
The largest institutional holders of HQH reported in the latest SEC Form 13F filings include Morgan Stanley, Raymond James Financial Inc, Penserra Capital Management Llc, Lpl Financial Llc, and Royal Bank Of Canada. InsiderSet ranks institutional holders by their latest reported HQH position.
What is HQH institutional ownership?
This page tracks HQH positions reported by institutional investment managers through SEC Form 13F. ABRDN HEALTHCARE INVESTORS (HQH) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HQH?
InsiderSet currently tracks 119 institutional managers reporting HQH holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HQH shareholders.
How much HQH stock do institutions own?
Institutional investment managers disclosed approximately $272.53M in HQH holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HQH institutional ownership last updated?
The latest HQH institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HQH holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HQH position after the reporting date.
Are institutions buying or selling HQH?
Institutional buying and selling can be analyzed by comparing HQH positions across consecutive 13F reporting periods. InsiderSet's HQH Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HQH ownership changes.
How has HQH institutional ownership changed over time?
InsiderSet tracks HQH institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.