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 $77.47M 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 $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 $15.11M, representing an estimated gain of +0.15% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% 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
74
Total Reported Value
$77.47M
Largest Holder
Morgan Stanley
Largest Position
$15.09M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
101
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 | $15,111,417 | +$22,513 | +0.15% | |
| Penserra Capital Management Llc | 0.07% | 667,148 | $8,939,000 | $8,953,126 | +$14,126 | +0.16% | |
| Royal Bank Of Canada | 0.00% | 462,541 | $6,198,000 | $6,207,300 | +$9,300 | +0.15% | |
| Raymond James Financial Inc | 0.00% | 310,343 | $4,158,601 | $4,164,803 | +$6,202 | +0.15% | |
| Lpl Financial Llc | 0.00% | 280,297 | $3,755,981 | $3,761,586 | +$5,605 | +0.15% | |
| Janney Montgomery Scott Llc | 0.01% | 253,887 | $3,402,000 | $3,407,164 | +$5,164 | +0.15% | |
| Corecap Advisors, Llc | 0.10% | 245,720 | $3,292,648 | $3,297,562 | +$4,914 | +0.15% | |
| Commonwealth Equity Services, Llc | 0.00% | 232,241 | $3,112,030 | $3,116,674 | +$4,644 | +0.15% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 169,075 | $2,265,605 | $2,268,987 | +$3,382 | +0.15% | |
| Significant Wealth Partners Llc | 2.14% | 147,758 | $1,979,957 | $1,982,912 | +$2,955 | +0.15% | |
| International Assets Investment Management, Llc | 0.11% | 138,561 | $1,862,258 | $1,859,489 | -$2,769 | -0.15% | |
| Osaic Holdings, Inc. | 0.00% | 137,694 | $1,845,182 | $1,847,853 | +$2,671 | +0.14% | |
| J.W. Cole Advisors, Inc. | 0.02% | 108,670 | $1,456,184 | $1,458,351 | +$2,167 | +0.15% | |
| Cetera Investment Advisers | 0.00% | 92,648 | $1,241,478 | $1,243,336 | +$1,858 | +0.15% | |
| Newedge Wealth, Llc | 0.01% | 86,800 | $1,163,120 | $1,164,856 | +$1,736 | +0.15% | |
| Ubs Group Ag | 0.00% | 83,648 | $1,120,883 | $1,122,556 | +$1,673 | +0.15% | |
| Stifel Financial Corp | 0.00% | 79,553 | $1,066,006 | $1,067,601 | +$1,595 | +0.15% | |
| Wedbush Securities Inc | 0.03% | 76,764 | $1,029,000 | $1,030,173 | +$1,173 | +0.11% | |
| Newedge Advisors, Llc | 0.00% | 69,396 | $929,902 | $931,294 | +$1,392 | +0.15% | |
| Alphacore Capital Llc | 0.01% | 56,336 | $754,899 | $756,029 | +$1,130 | +0.15% | |
| Kestra Advisory Services, Llc | 0.00% | 53,301 | $714,234 | $715,299 | +$1,065 | +0.15% | |
| Wealth Quarterback Llc | 0.22% | 53,032 | $710,635 | $711,689 | +$1,054 | +0.15% | |
| Samalin Investment Counsel, Llc | 0.20% | 46,920 | $628,732 | $629,666 | +$934 | +0.15% | |
| Summit Financial, Llc | 0.01% | 46,599 | $624,424 | $625,359 | +$935 | +0.15% | |
| Stockman Wealth Management, Inc. | 0.06% | 42,609 | $570,956 | $571,813 | +$857 | +0.15% | |
| Rockefeller Capital Management L.P. | 0.00% | 41,250 | $552,750 | $553,575 | +$825 | +0.15% | |
| Wealth Effects Llc | 0.14% | 39,995 | $535,933 | $536,733 | +$800 | +0.15% | |
| Bank Of America Corp | 0.00% | 38,109 | $510,655 | $511,423 | +$768 | +0.15% | |
| Blair William & Co/Il | 0.00% | 38,000 | $509,200 | $509,960 | +$760 | +0.15% | |
| Alteri Wealth Llc | 0.14% | 37,260 | $499,284 | $500,029 | +$745 | +0.15% | |
| Triumph Capital Management | 0.08% | 31,558 | $422,877 | $423,508 | +$631 | +0.15% | |
| Kestra Private Wealth Services, Llc | 0.00% | 30,809 | $412,843 | $413,457 | +$614 | +0.15% | |
| Wolverine Asset Management Llc | 0.01% | 29,422 | $394,255 | $394,843 | +$588 | +0.15% | |
| Pmg Family Office Llc | 0.36% | 29,295 | $392,553 | $393,139 | +$586 | +0.15% | |
| Private Advisor Group, Llc | 0.00% | 27,988 | $375,032 | $375,599 | +$567 | +0.15% | |
| Ameriprise Financial Inc | 0.00% | 26,039 | $348,928 | $349,443 | +$515 | +0.15% | |
| Millennium Management Llc | 0.00% | 26,002 | $348,427 | $348,947 | +$520 | +0.15% | |
| Empire Financial Management Company, Llc | 0.13% | 24,544 | $328,891 | $329,380 | +$489 | +0.15% | |
| Vanguard Capital Wealth Advisors | 0.18% | 20,000 | $268,000 | $268,400 | +$400 | +0.15% | |
| Abel Hall, Llc | 0.04% | 19,000 | $254,600 | $254,980 | +$380 | +0.15% | |
| Xtx Topco Ltd | 0.00% | 18,942 | $253,823 | $254,202 | +$379 | +0.15% | |
| Tradition Wealth Management, Llc | 0.01% | 18,271 | $244,827 | $245,197 | +$370 | +0.15% | |
| Jane Street Group, Llc | 0.00% | 17,100 | $229,140 | $229,482 | +$342 | +0.15% | |
| Oppenheimer & Co Inc | 0.00% | 16,620 | $222,708 | $223,040 | +$332 | +0.15% | |
| Shaker Financial Services, Llc | 0.07% | 16,080 | $215,472 | $215,794 | +$322 | +0.15% | |
| Kapstone Financial Advisors Llc | 0.09% | 15,370 | $205,958 | $206,265 | +$307 | +0.15% | |
| Seacrest Wealth Management, Llc | 0.02% | 14,926 | $200,008 | $200,307 | +$299 | +0.15% | |
| Invesco Ltd. | 0.00% | 14,840 | $198,856 | $199,153 | +$297 | +0.15% | |
| Institute For Wealth Management, Llc. | 0.02% | 14,333 | $192,063 | $192,349 | +$286 | +0.15% | |
| Daymark Wealth Partners, Llc | 0.00% | 14,223 | $190,588 | $190,873 | +$285 | +0.15% |
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.