abrdn World Healthcare Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PENSERRA CAPITAL MANAGEMENT LLC | 02/12/2026 | 1.19 M | $15.18 M | 7.35% | 3.07% |
| MORGAN STANLEY | 02/13/2026 | 1.12 M | $14.26 B | 9.99% | 2.88% |
| ROYAL BANK OF CANADA | 02/17/2026 | 446.74 K | $5.71 B | 0.93% | 1.15% |
| LPL FINANCIAL LLC | 02/11/2026 | 323.68 K | $4.14 M | 1.68% | 0.84% |
| CORNERSTONE ADVISORS, LLC | 02/13/2026 | 321.22 K | $4.11 M | -51.73% | 0.83% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 255.76 K | $3.27 M | 32.25% | 0.66% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 238.41 K | $3.05 M | 0.32% | 0.62% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 234.27 K | $2.99 M | 59.10% | 0.60% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 232.74 K | $2.97 M | 1.80% | 0.60% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 138.05 K | $1.76 B | 11.88% | 0.36% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 133.99 K | $1.71 M | 7.85% | 0.35% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 129.76 K | $1.66 B | 10.30% | 0.34% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 107.67 K | $1.38 M | -19.72% | 0.28% |
| UBS GROUP AG | 01/29/2026 | 101.35 K | $1.30 B | 9.30% | 0.26% |
| NEWEDGE WEALTH, LLC | 02/03/2026 | 86.80 K | $1.11 M | 0.00% | 0.22% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 80.32 K | $1.03 B | -3.01% | 0.21% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 74.25 K | $949.00 K | 4.01% | 0.19% |
| SAMALIN INVESTMENT COUNSEL, LLC | 01/30/2026 | 71.72 K | $916.64 K | -19.98% | 0.19% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 66.26 K | $846.75 K | 2.52% | 0.17% |
| EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC | 02/12/2026 | 61.43 K | $785.07 K | 0.20% | 0.16% |
| SUMMIT FINANCIAL, LLC | 02/13/2026 | 57.10 K | $736.41 K | -1.70% | 0.15% |
| WEALTH QUARTERBACK LLC | 01/15/2026 | 52.68 K | $673.24 K | -2.80% | 0.14% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 49.10 K | $627.53 M | 2.41% | 0.13% |
| STOCKMAN WEALTH MANAGEMENT, INC. | 01/29/2026 | 42.61 K | $544.54 K | 0.00% | 0.11% |
| TRUEMARK INVESTMENTS, LLC | 01/14/2026 | 41.03 K | $524.39 K | 100.00% | 0.11% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 39.60 K | $506.12 K | -4.81% | 0.10% |
| BLAIR WILLIAM & CO/IL | 02/17/2026 | 38.30 K | $489.47 M | 0.00% | 0.10% |
| ALTERI WEALTH LLC | 02/11/2026 | 37.44 K | $478.42 K | -2.03% | 0.10% |
| JANE STREET GROUP, LLC | 02/12/2026 | 36.10 K | $461.38 M | 58.89% | 0.09% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 33.24 K | $424.79 M | 0.30% | 0.09% |
| PRINCIPAL SECURITIES, INC. | 02/12/2026 | 30.85 K | $394.29 K | 6.50% | 0.08% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 01/29/2026 | 30.81 K | $393.74 K | 0.20% | 0.08% |
| WEALTH EFFECTS LLC | 01/26/2026 | 30.30 K | $387.23 K | 0.66% | 0.08% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 29.23 K | $373.59 M | 7.21% | 0.08% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 29.00 K | $370.63 K | 1.93% | 0.07% |
| TRIUMPH CAPITAL MANAGEMENT | 02/12/2026 | 27.88 K | $356.31 K | -4.53% | 0.07% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 24.95 K | $319.00 K | 0.05% | 0.06% |
| 01/28/2026 | 23.75 K | $303.58 K | -14.95% | 0.06% | |
| TRADITION WEALTH MANAGEMENT, LLC | 02/11/2026 | 21.31 K | $272.34 K | 0.16% | 0.06% |
| VANGUARD CAPITAL WEALTH ADVISORS | 01/16/2026 | 20.00 K | $255.60 K | 100.00% | 0.05% |
| KOVACK ADVISORS, INC. | 02/17/2026 | 19.66 K | $251.26 M | 100.00% | 0.05% |
| OPPENHEIMER & CO INC | 02/02/2026 | 18.63 K | $238.10 K | 0.25% | 0.05% |
| KAPSTONE FINANCIAL ADVISORS LLC | 02/05/2026 | 15.37 K | $196.43 K | 0.00% | 0.04% |
| SEACREST WEALTH MANAGEMENT, LLC | 01/12/2026 | 14.83 K | $192.13 K | -1.77% | 0.04% |
| KINGSWOOD WEALTH ADVISORS, LLC | 01/28/2026 | 14.56 K | $186.04 M | 100.00% | 0.04% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 01/27/2026 | 14.33 K | $183.18 K | 0.00% | 0.04% |
| DAYMARK WEALTH PARTNERS, LLC | 01/12/2026 | 14.22 K | $181.77 K | 0.00% | 0.04% |
| FLAGSHIP HARBOR ADVISORS, LLC | 01/21/2026 | 13.75 K | $175.74 K | 100.00% | 0.04% |
| LIVE OAK PRIVATE WEALTH LLC | 01/23/2026 | 13.54 K | $173.04 K | 0.00% | 0.04% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 13.34 K | $170.42 M | 100.00% | 0.03% |
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abrdn World Healthcare Fund institutional Ownership - FAQ's
During the previous two years, 99 institutional investors and hedge funds held shares of abrdn World Healthcare Fund. The most heavily invested institutionals were:
Penserra Capital Management LLC: 1.19 M
MORGAN STANLEY: 1.12 M
ROYAL BANK OF CANADA: 446,743
LPL Financial LLC: 323,675
Cornerstone Advisors, LLC: 321,221
CoreCap Advisors, LLC: 238,411
13.73% of abrdn World Healthcare Fund stock is owned by institutional investors.
Institutional investors have bought a total of 6.53 M shares in the last 24 months. This purchase volume represents approximately $84.08 M in transactions.