PHILADELPHIA, PA
ABRDN HEALTHCARE INVESTORSHQH— Latest position per institution from SEC 13F filings
15
Institutional holders
12.31M
Total shares held
232.78M
Estimated value
615.56K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
4.47M
Value
98.17M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
1.23M
Value
27.03M
Filed
Jun 30, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
1.19M
Value
26.26K
Filed
Jun 30, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
665.48K
Value
14.63M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
582.88K
Value
12.81M
Filed
Jun 30, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
524.78K
Value
11.54M
Filed
Jun 30, 2026
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
465.77K
Value
10.24M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
434.86K
Value
8.10M
Filed
Sep 30, 2024
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
355.20K
Value
6.61M
Filed
Sep 30, 2024
NEEDHAM INVESTMENT MANAGEMENT LLC
CIK 1167212
Shares
320.82K
Value
7.05M
Filed
Jun 30, 2026
LOGAN STONE CAPITAL, LLC
CIK 1535521
Shares
297.29K
Value
4.93M
Filed
Dec 31, 2023
RPO LLC
CIK 1885066
Shares
247.25K
Value
4.32M
Filed
Jun 30, 2024
ESCHLER ASSET MANAGEMENT LLP
CIK 1910874
Shares
243.56K
Value
4.05M
Filed
Mar 31, 2024
Z3 CAPITAL PARTNERS, LLC
CIK 2127787
Shares
230.45K
Value
5.07M
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
226.30K
Value
4.97M
Filed
Jun 30, 2026
JANNEY MONTGOMERY SCOTT LLC
CIK 1329948
Shares
214.30K
Value
4.71K
Filed
Jun 30, 2026
SAMALIN INVESTMENT COUNSEL, LLC
CIK 1544366
Shares
182.35K
Value
3.81M
Filed
Sep 30, 2026
NEWEDGE ADVISORS, LLC
CIK 1633516
Shares
164.51K
Value
3.62M
Filed
Jun 30, 2026
UBS GROUP AG
CIK 1610520
Shares
133.04K
Value
2.92M
Filed
Jun 30, 2026
KESTRA ADVISORY SERVICES, LLC
CIK 1830819
Shares
131.80K
Value
2.90M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 4.47M | 98.17M | Jun 30, 2026 |
| 2 | RAYMOND JAMES FINANCIAL INC | 720005 | 1.23M | 27.03M | Jun 30, 2026 |
| 3 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 1.19M | 26.26K | Jun 30, 2026 |
| 4 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 665.48K | 14.63M | Jun 30, 2026 |
| 5 | LPL FINANCIAL LLC | 1403438 | 582.88K | 12.81M | Jun 30, 2026 |
| 6 | ROYAL BANK OF CANADA | 1000275 | 524.78K | 11.54M | Jun 30, 2026 |
| 7 | AMERIPRISE FINANCIAL INC | 820027 | 465.77K | 10.24M | Jun 30, 2026 |
| 8 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 434.86K | 8.10M | Sep 30, 2024 |
| 9 | RAYMOND JAMES & ASSOCIATES | 1084208 | 355.20K | 6.61M | Sep 30, 2024 |
| 10 | NEEDHAM INVESTMENT MANAGEMENT LLC | 1167212 | 320.82K | 7.05M | Jun 30, 2026 |
| 11 | LOGAN STONE CAPITAL, LLC | 1535521 | 297.29K | 4.93M | Dec 31, 2023 |
| 12 | RPO LLC | 1885066 | 247.25K | 4.32M | Jun 30, 2024 |
| 13 | ESCHLER ASSET MANAGEMENT LLP | 1910874 | 243.56K | 4.05M | Mar 31, 2024 |
| 14 | Z3 CAPITAL PARTNERS, LLC | 2127787 | 230.45K | 5.07M | Jun 30, 2026 |
| 15 | BANK OF AMERICA CORP /DE/ | 70858 | 226.30K | 4.97M | Jun 30, 2026 |
| 16 | JANNEY MONTGOMERY SCOTT LLC | 1329948 | 214.30K | 4.71K | Jun 30, 2026 |
| 17 | SAMALIN INVESTMENT COUNSEL, LLC | 1544366 | 182.35K | 3.81M | Sep 30, 2026 |
| 18 | NEWEDGE ADVISORS, LLC | 1633516 | 164.51K | 3.62M | Jun 30, 2026 |
| 19 | UBS GROUP AG | 1610520 | 133.04K | 2.92M | Jun 30, 2026 |
| 20 | KESTRA ADVISORY SERVICES, LLC | 1830819 | 131.80K | 2.90M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.