ABRDN WORLD HEALTHCARE FUND (THW) Institutional Shareholders
ABRDN WORLD HEALTHCARE FUND (THW) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $56.44M in THW holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of THW tracked by InsiderSet, reporting ownership valued at approximately $13.00M in its March 31, 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 $14.81M, representing an estimated gain of +13.88% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed THW value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Royal Bank Of Canada, Corecap Advisors, Llc, 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
83
Total Reported Value
$56.44M
Largest Holder
Morgan Stanley
Largest Position
$13.00M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
100
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% | 1,114,379 | $13,004,811 | $14,810,097 | +$1,805,286 | +13.88% | |
| Royal Bank Of Canada | 0.00% | 462,836 | $5,401,000 | $6,151,090 | +$750,090 | +13.89% | |
| Corecap Advisors, Llc | 0.10% | 245,720 | $3,292,648 | $3,265,619 | -$27,029 | -0.82% | |
| Lpl Financial Llc | 0.00% | 281,040 | $3,279,739 | $3,735,022 | +$455,283 | +13.88% | |
| Raymond James Financial Inc | 0.00% | 271,569 | $3,169,209 | $3,609,152 | +$439,943 | +13.88% | |
| Commonwealth Equity Services, Llc | 0.00% | 236,935 | $2,765,030 | $3,148,866 | +$383,836 | +13.88% | |
| Significant Wealth Partners Llc | 2.14% | 147,758 | $1,979,957 | $1,963,704 | -$16,253 | -0.82% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 164,841 | $1,923,694 | $2,190,737 | +$267,043 | +13.88% | |
| International Assets Investment Management, Llc | 0.11% | 138,561 | $1,862,258 | $1,841,476 | -$20,782 | -1.12% | |
| J.W. Cole Advisors, Inc. | 0.02% | 108,670 | $1,456,184 | $1,444,224 | -$11,960 | -0.82% | |
| Newedge Wealth, Llc | 0.01% | 86,800 | $1,012,956 | $1,153,572 | +$140,616 | +13.88% | |
| Ubs Group Ag | 0.00% | 86,329 | $1,007,460 | $1,147,312 | +$139,852 | +13.88% | |
| Cetera Investment Advisers | 0.00% | 85,998 | $1,003,594 | $1,142,913 | +$139,319 | +13.88% | |
| Osaic Holdings, Inc. | 0.00% | 80,460 | $938,993 | $1,069,313 | +$130,320 | +13.88% | |
| Stifel Financial Corp | 0.00% | 70,985 | $828,398 | $943,391 | +$114,993 | +13.88% | |
| Samalin Investment Counsel, Llc | 0.27% | 65,936 | $769,475 | $876,289 | +$106,814 | +13.88% | |
| Empire Financial Management Company, Llc | 0.17% | 63,694 | $743,314 | $846,493 | +$103,179 | +13.88% | |
| Wealth Quarterback Llc | 0.26% | 56,711 | $661,822 | $753,689 | +$91,867 | +13.88% | |
| Summit Financial, Llc | 0.01% | 55,797 | $651,150 | $741,542 | +$90,392 | +13.88% | |
| Alphacore Capital Llc | 0.02% | 55,352 | $645,953 | $735,628 | +$89,675 | +13.88% | |
| Kestra Advisory Services, Llc | 0.00% | 52,041 | $607,320 | $691,625 | +$84,305 | +13.88% | |
| Millennium Management Llc | 0.00% | 50,171 | $585,496 | $666,773 | +$81,277 | +13.88% | |
| Stockman Wealth Management, Inc. | 0.05% | 42,609 | $497,243 | $566,274 | +$69,031 | +13.88% | |
| Rockefeller Capital Management L.P. | 0.00% | 40,500 | $472,635 | $538,245 | +$65,610 | +13.88% | |
| Wealth Effects Llc | 0.17% | 40,095 | $467,909 | $532,863 | +$64,954 | +13.88% | |
| Blair William & Co/Il | 0.00% | 38,000 | $443,460 | $505,020 | +$61,560 | +13.88% | |
| Alteri Wealth Llc | 0.14% | 37,360 | $435,991 | $496,514 | +$60,523 | +13.88% | |
| Triumph Capital Management | 0.08% | 31,558 | $422,877 | $419,406 | -$3,471 | -0.82% | |
| Bank Of America Corp | 0.00% | 34,834 | $406,508 | $462,944 | +$56,436 | +13.88% | |
| Pmg Family Office Llc | 0.36% | 29,295 | $392,553 | $389,331 | -$3,222 | -0.82% | |
| Kestra Private Wealth Services, Llc | 0.00% | 30,809 | $359,543 | $409,452 | +$49,909 | +13.88% | |
| Private Advisor Group, Llc | 0.00% | 29,375 | $342,804 | $390,394 | +$47,590 | +13.88% | |
| Ameriprise Financial Inc | 0.00% | 26,962 | $314,644 | $358,325 | +$43,681 | +13.88% | |
| Vanguard Capital Wealth Advisors | 0.18% | 20,000 | $268,000 | $265,800 | -$2,200 | -0.82% | |
| Abel Hall, Llc | 0.04% | 19,000 | $254,600 | $252,510 | -$2,090 | -0.82% | |
| Xtx Topco Ltd | 0.00% | 20,643 | $240,904 | $274,345 | +$33,441 | +13.88% | |
| Tradition Wealth Management, Llc | 0.02% | 19,163 | $223,632 | $254,676 | +$31,044 | +13.88% | |
| Shaker Financial Services, Llc | 0.07% | 16,080 | $215,472 | $213,703 | -$1,769 | -0.82% | |
| Concurrent Investment Advisors, Llc | 0.00% | 18,329 | $213,901 | $243,592 | +$29,691 | +13.88% | |
| Seacrest Wealth Management, Llc | 0.02% | 14,926 | $200,008 | $198,367 | -$1,641 | -0.82% | |
| Oppenheimer & Co Inc | 0.00% | 16,670 | $194,539 | $221,544 | +$27,005 | +13.88% | |
| Jane Street Group, Llc | 0.00% | 16,533 | $192,940 | $219,724 | +$26,784 | +13.88% | |
| Live Oak Private Wealth Llc | 0.02% | 13,540 | $181,436 | $179,947 | -$1,489 | -0.82% | |
| Kapstone Financial Advisors Llc | 0.09% | 15,370 | $179,368 | $204,267 | +$24,899 | +13.88% | |
| Institute For Wealth Management, Llc. | 0.02% | 14,333 | $167,267 | $190,486 | +$23,219 | +13.88% | |
| Daymark Wealth Partners, Llc | 0.01% | 14,223 | $165,982 | $189,024 | +$23,042 | +13.88% | |
| Invesco Ltd. | 0.00% | 14,160 | $165,247 | $188,186 | +$22,939 | +13.88% | |
| Kingswood Wealth Advisors, Llc | 0.01% | 13,609 | $158,812 | $180,864 | +$22,052 | +13.89% | |
| Hightower Advisors, Llc | 0.00% | 12,470 | $145,525 | $165,726 | +$20,201 | +13.88% | |
| Nwf Advisory Services Inc. | 0.02% | 12,400 | $144,708 | $164,796 | +$20,088 | +13.88% |
Frequently asked questions about THW
Who owns the most THW stock?
The largest holders of THW are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ABRDN WORLD HEALTHCARE FUND (THW).
Is THW widely held by superinvestors?
Many widely followed stocks like THW appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly THW is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.