abrdn Healthcare Investors Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 4.68 M | $88.70 M | 11.46% | 8.73% |
| PENSERRA CAPITAL MANAGEMENT LLC | 02/12/2026 | 1.32 M | $25.02 M | 10.20% | 2.46% |
| ROYAL BANK OF CANADA | 02/17/2026 | 517.09 K | $9.79 M | 3.73% | 0.96% |
| LPL FINANCIAL LLC | 02/11/2026 | 501.07 K | $9.49 M | 23.60% | 0.93% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 463.37 K | $8.78 M | 27.64% | 0.86% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 189.90 K | $3.60 M | 19.15% | 0.35% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 146.78 K | $2.78 M | 100.00% | 0.27% |
| OPPENHEIMER & CO INC | 02/02/2026 | 130.12 K | $2.46 M | 4.25% | 0.24% |
| UBS GROUP AG | 01/29/2026 | 124.18 K | $2.35 M | -21.82% | 0.23% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 120.07 K | $2.27 M | 10.64% | 0.22% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 02/06/2026 | 110.37 K | $2.09 M | -5.77% | 0.21% |
| COHEN & STEERS, INC. | 02/13/2026 | 89.57 K | $1.70 M | 0.00% | 0.17% |
| SAMALIN INVESTMENT COUNSEL, LLC | 01/30/2026 | 81.75 K | $1.55 M | -11.42% | 0.15% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 79.52 K | $1.51 M | -1.47% | 0.15% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 75.33 K | $1.43 M | 2.48% | 0.14% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 02/13/2026 | 69.78 K | $1.32 M | 11.03% | 0.13% |
| SAGE CAPITAL MANAGEMENT, LLC | 01/15/2026 | 60.04 K | $1.14 M | -1.34% | 0.11% |
| PENSIONMARK FINANCIAL GROUP, LLC | 02/04/2026 | 48.96 K | $917.97 K | -1.63% | 0.09% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 48.48 K | $918.14 K | 14.52% | 0.09% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 43.94 K | $832.26 K | -6.92% | 0.08% |
| TRIUMPH CAPITAL MANAGEMENT | 02/12/2026 | 43.48 K | $823.45 K | -6.38% | 0.08% |
| STEPHENS INC /AR/ | 02/05/2026 | 41.81 K | $791.83 K | 55.94% | 0.08% |
| ALPHACORE CAPITAL LLC | 02/05/2026 | 39.74 K | $752.64 K | -7.77% | 0.07% |
| 02/11/2026 | 39.60 K | $750.08 M | 100.00% | 0.07% | |
| CYNDEO WEALTH PARTNERS, LLC | 01/07/2026 | 38.31 K | $725.55 K | 0.00% | 0.07% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 34.84 K | $660.00 K | 16.32% | 0.07% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 01/26/2026 | 33.66 K | $637.49 K | -1.75% | 0.06% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 28.31 K | $536.12 K | 20.30% | 0.05% |
| UHLMANN PRICE SECURITIES, LLC | 01/12/2026 | 25.71 K | $486.91 K | 3.13% | 0.05% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 25.61 K | $485.09 K | 4.02% | 0.05% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 24.77 K | $469.18 K | 59.59% | 0.05% |
| WESPAC ADVISORS, LLC | 01/14/2026 | 23.78 K | $450.34 K | -14.53% | 0.04% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 22.63 K | $428.61 K | -6.07% | 0.04% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 21.56 K | $408.25 K | 100.00% | 0.04% |
| SAGE CAPITAL ADVISORS,LLC | 01/06/2026 | 17.84 K | $337.94 K | -18.13% | 0.03% |
| MARINER, LLC | 02/13/2026 | 17.67 K | $334.61 K | 11.97% | 0.03% |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 01/21/2026 | 17.65 K | $334.30 K | 0.00% | 0.03% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 17.62 K | $333.72 K | -1.49% | 0.03% |
| JANE STREET GROUP, LLC | 02/12/2026 | 15.14 K | $286.77 K | 100.00% | 0.03% |
| BENJAMIN EDWARDS INC | 02/02/2026 | 14.16 K | $268.23 K | 11.85% | 0.03% |
| VISTA INVESTMENT PARTNERS II, LLC | 01/22/2026 | 13.15 K | $249.14 K | 17.40% | 0.02% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 12.52 K | $237.07 K | 0.00% | 0.02% |
| IFP ADVISORS, INC | 02/06/2026 | 12.10 K | $229.16 K | 0.00% | 0.02% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 02/02/2026 | 10.88 K | $206.07 K | 0.00% | 0.02% |
| CONCORDE ASSET MANAGEMENT, LLC | 02/13/2026 | 10.81 K | $204.76 K | 100.00% | 0.02% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 10.76 K | $203.72 K | 151.72% | 0.02% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 9.77 K | $185.05 K | 3.62% | 0.02% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 8.26 K | $156.35 K | 3.49% | 0.02% |
| ATLANTIC UNION BANKSHARES CORP | 02/04/2026 | 7.40 K | $140.08 K | -23.23% | 0.01% |
| COMERICA BANK | 01/29/2026 | 6.76 K | $128.09 K | -0.98% | 0.01% |
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abrdn Healthcare Investors institutional Ownership - FAQ's
During the previous two years, 171 institutional investors and hedge funds held shares of abrdn Healthcare Investors. The most heavily invested institutionals were:
MORGAN STANLEY: 4.68 M
Penserra Capital Management LLC: 1.32 M
LPL Financial LLC: 501,067
Advisors Asset Management, Inc.: 463,367
Janney Montgomery Scott LLC: 189,898
WOLVERINE ASSET MANAGEMENT LLC: 146,779
2.04% of abrdn Healthcare Investors stock is owned by institutional investors.
Institutional investors have bought a total of 14.43 M shares in the last 24 months. This purchase volume represents approximately $289.94 M in transactions.