THW Institutional Ownership & Shareholders
ABRDN WORLD HEALTHCARE FUND (THW) is currently held by 76 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $75.58M 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 THW tracked by InsiderSet, reporting ownership valued at approximately $15.09M 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 $14.49M, representing an estimated loss of -3.96% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed THW value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Penserra Capital Management Llc, Royal Bank Of Canada, and several other long-term asset managers with concentrated positions in ABRDN WORLD HEALTHCARE FUND (THW).
This page ranks the largest institutional THW 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
76
Total Reported Value
$75.58M
Largest Holder
Morgan Stanley
Largest Position
$15.09M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
105
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,126,037 | $15,088,904 | $14,492,096 | -$596,808 | -3.96% | |
| Penserra Capital Management Llc | 0.07% | 667,148 | $8,939,000 | $8,586,195 | -$352,805 | -3.95% | |
| Royal Bank Of Canada | 0.00% | 462,541 | $6,198,000 | $5,952,903 | -$245,097 | -3.95% | |
| Raymond James Financial Inc | 0.00% | 310,343 | $4,158,601 | $3,994,114 | -$164,487 | -3.96% | |
| Lpl Financial Llc | 0.00% | 280,297 | $3,755,981 | $3,607,422 | -$148,559 | -3.96% | |
| Corecap Advisors, Llc | 0.10% | 262,034 | $3,416,934 | $3,372,378 | -$44,556 | -1.30% | |
| Janney Montgomery Scott Llc | 0.01% | 253,887 | $3,402,000 | $3,267,526 | -$134,474 | -3.95% | |
| Commonwealth Equity Services, Llc | 0.00% | 213,621 | $2,785,609 | $2,749,302 | -$36,307 | -1.30% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 169,075 | $2,265,605 | $2,175,995 | -$89,610 | -3.96% | |
| Significant Wealth Partners Llc | 2.14% | 147,758 | $1,979,957 | $1,901,645 | -$78,312 | -3.96% | |
| Osaic Holdings, Inc. | 0.00% | 137,694 | $1,845,182 | $1,772,122 | -$73,060 | -3.96% | |
| International Assets Investment Management, Llc | 0.10% | 134,634 | $1,699,080 | $1,732,740 | +$33,660 | +1.98% | |
| J.W. Cole Advisors, Inc. | 0.02% | 108,670 | $1,456,184 | $1,398,583 | -$57,601 | -3.96% | |
| Cetera Investment Advisers | 0.00% | 92,648 | $1,241,478 | $1,192,380 | -$49,098 | -3.95% | |
| Newedge Wealth, Llc | 0.01% | 86,800 | $1,163,120 | $1,117,116 | -$46,004 | -3.96% | |
| Ubs Group Ag | 0.00% | 83,648 | $1,120,883 | $1,076,550 | -$44,333 | -3.96% | |
| Stifel Financial Corp | 0.00% | 79,553 | $1,066,006 | $1,023,847 | -$42,159 | -3.95% | |
| Newedge Advisors, Llc | 0.00% | 69,396 | $929,902 | $893,127 | -$36,775 | -3.95% | |
| Alphacore Capital Llc | 0.01% | 56,336 | $754,899 | $725,044 | -$29,855 | -3.95% | |
| Kestra Advisory Services, Llc | 0.00% | 57,476 | $749,481 | $739,716 | -$9,765 | -1.30% | |
| Wealth Quarterback Llc | 0.20% | 49,940 | $651,219 | $642,728 | -$8,491 | -1.30% | |
| Summit Financial, Llc | 0.01% | 46,599 | $624,424 | $599,729 | -$24,695 | -3.95% | |
| Stockman Wealth Management, Inc. | 0.06% | 42,609 | $555,617 | $548,378 | -$7,239 | -1.30% | |
| Rockefeller Capital Management L.P. | 0.00% | 41,250 | $552,750 | $530,888 | -$21,863 | -3.96% | |
| Wealth Effects Llc | 0.14% | 39,695 | $517,622 | $510,875 | -$6,747 | -1.30% | |
| Bank Of America Corp | 0.00% | 38,109 | $510,655 | $490,463 | -$20,192 | -3.95% | |
| Blair William & Co/Il | 0.00% | 38,000 | $509,200 | $489,060 | -$20,140 | -3.96% | |
| Alteri Wealth Llc | 0.14% | 37,260 | $499,284 | $479,536 | -$19,748 | -3.96% | |
| Triumph Capital Management | 0.08% | 33,944 | $442,630 | $436,859 | -$5,771 | -1.30% | |
| Kestra Private Wealth Services, Llc | 0.00% | 30,809 | $401,751 | $396,512 | -$5,239 | -1.30% | |
| Pmg Family Office Llc | 0.35% | 29,362 | $382,880 | $377,889 | -$4,991 | -1.30% | |
| Private Advisor Group, Llc | 0.00% | 27,988 | $375,032 | $360,206 | -$14,826 | -3.95% | |
| Ameriprise Financial Inc | 0.00% | 26,039 | $348,928 | $335,122 | -$13,806 | -3.96% | |
| Millennium Management Llc | 0.00% | 26,002 | $348,427 | $334,646 | -$13,781 | -3.96% | |
| Empire Financial Management Company, Llc | 0.13% | 24,544 | $328,891 | $315,881 | -$13,010 | -3.96% | |
| Samalin Investment Counsel, Llc | 0.09% | 22,253 | $290,184 | $286,396 | -$3,788 | -1.31% | |
| Vanguard Capital Wealth Advisors | 0.18% | 20,000 | $260,800 | $257,400 | -$3,400 | -1.30% | |
| Xtx Topco Ltd | 0.00% | 18,942 | $253,823 | $243,784 | -$10,039 | -3.96% | |
| Abel Hall, Llc | 0.04% | 19,000 | $247,760 | $244,530 | -$3,230 | -1.30% | |
| Tradition Wealth Management, Llc | 0.01% | 18,271 | $244,827 | $235,148 | -$9,679 | -3.95% | |
| Jane Street Group, Llc | 0.00% | 17,100 | $229,140 | $220,077 | -$9,063 | -3.96% | |
| Oppenheimer & Co Inc | 0.00% | 17,176 | $223,975 | $221,055 | -$2,920 | -1.30% | |
| Kapstone Financial Advisors Llc | 0.09% | 15,370 | $205,958 | $197,812 | -$8,146 | -3.96% | |
| Seacrest Wealth Management, Llc | 0.02% | 15,785 | $205,836 | $203,153 | -$2,683 | -1.30% | |
| B. Riley Wealth Advisors, Inc. | 0.01% | 15,526 | $202,463 | $199,820 | -$2,643 | -1.31% | |
| Invesco Ltd. | 0.00% | 14,840 | $198,856 | $190,991 | -$7,865 | -3.96% | |
| Trust Point Inc. | 0.01% | 15,000 | $195,600 | $193,050 | -$2,550 | -1.30% | |
| Institute For Wealth Management, Llc. | 0.02% | 14,333 | $192,063 | $184,466 | -$7,597 | -3.96% | |
| Daymark Wealth Partners, Llc | 0.00% | 14,223 | $190,588 | $183,050 | -$7,538 | -3.96% | |
| Live Oak Private Wealth Llc | 0.02% | 13,540 | $176,562 | $174,260 | -$2,302 | -1.30% |
Frequently asked questions about THW
Who are the largest institutional holders of THW?
The largest institutional holders of THW reported in the latest SEC Form 13F filings include Morgan Stanley, Penserra Capital Management Llc, Royal Bank Of Canada, Raymond James Financial Inc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported THW position.
What is THW institutional ownership?
This page tracks THW positions reported by institutional investment managers through SEC Form 13F. ABRDN WORLD HEALTHCARE FUND (THW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own THW?
InsiderSet currently tracks 76 institutional managers reporting THW 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 THW shareholders.
How much THW stock do institutions own?
Institutional investment managers disclosed approximately $75.58M in THW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was THW institutional ownership last updated?
The latest THW 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 THW 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 THW position after the reporting date.
Are institutions buying or selling THW?
Institutional buying and selling can be analyzed by comparing THW positions across consecutive 13F reporting periods. InsiderSet's THW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View THW ownership changes.
How has THW institutional ownership changed over time?
InsiderSet tracks THW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.