ABBV · Company research
ABBVIE INC. (ABBV): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28916 | 7564136000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Park National Corporation | 805676 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 92703 | 24250178000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| First Financial Corporation Common Stock | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8546 | 2235548 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| Orrstown Financial Services Inc | 826154 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4080 | 1067287 | — | — | — | Oct 14, 2026 | SEC_13F_HR |
| First Financial Corporation | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8546 | 2235548 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| NICHOLS & PRATT ADVISERS LLP /MA | 1141781 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17700 | 4454028 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Family Manage LLC | 1539947 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4143 | 1042545 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CIDEL ASSET MANAGEMENT INC | 1621915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9259 | 2329930 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Kestra Investment Management, LLC | 1962449 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10645 | 2678817 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Bridgewater Associates, LP | 1350694 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11775 | 2963061 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 1041283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16350 | 4114314 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| MUFG SECURITIES AMERICAS INC. | 867626 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53213 | 13390519 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Kera Capital Partners, Inc. | 2040353 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8604 | 2165111 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BANK OF MONTREAL /CAN/ | 927971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1247381 | 313890955 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Waterford Advisors, LLC | 1960657 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 874 | 219933 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BLODGETT WEALTH ADVISORS, LLC | 1907826 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2476 | 623061 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 1764694 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11196 | 2817359 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Patriot Financial Group Insurance Agency, LLC | 1694883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16950 | 4253857 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| RIVERSEDGE ADVISORS, LLC | 1787663 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4666 | 1174059 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Adams Asset Advisors, LLC | 1386929 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62912 | 15831176 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| MOGY JOEL R INVESTMENT COUNSEL INC | 1126735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41919 | 10548497 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| F/m Investments LLC | 1834499 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24521 | 6170464 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| RICHARDS, MERRILL & PETERSON, INC. | 90108 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7403 | 1862810 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Goldenstone Wealth Management LLC | 2109094 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1738 | 437377 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Washington Trust Bank | 861787 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6140 | 1545070 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Y-Intercept (Hong Kong) Ltd | 1772875 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 74248 | 18683767 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Greenline Partners, LLC | 1697323 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1040 | 261706 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PATTEN & PATTEN INC/TN | 1044905 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 161030 | 40521467 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Violich Capital Management, Inc. | 1326766 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 109254 | 27492677 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Index Technologies Group LLC | 2095322 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 296 | 74485 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Rodgers Brothers Inc. | 1397290 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 127464 | 32075040 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 2006637 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60804 | 15300661 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| SPHERA FUNDS MANAGEMENT LTD. | 1496201 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30256 | 7613620 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Oxbow Advisors, LLC | 1564770 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24293 | 6113022 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| GENTRY PRIVATE WEALTH, LLC | 2022634 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1936 | 487175 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| NI ACQUISITIONS COMPANY, LLC | 2148757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1052 | 113090 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| GTS SECURITIES LLC | 1452765 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3574 | 899361 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Global Strategic Investment Solutions, LLC | 1760076 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 971 | 244342 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| BRADY FAMILY WEALTH, LLC | 1971456 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6715 | 1689763 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 1907327 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1557 | 391778 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| PDS Planning, Inc | 838618 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 108761 | 27368546 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | 1068979 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9523 | 2390841 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| MCGUIRE CAPITAL ADVISORS INC | 2112006 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3431 | 863383 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Range Financial Group LLC | 1928635 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5435 | 1367538 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| WealthBridge Investment Counsel Inc. | 1799425 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39036 | 9823 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| PARK NATIONAL CORP /OH/ | 805676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 99302 | 24988327 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| AlphaGrep UK Ltd | 2148988 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 860 | 216410 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 945063 | 237815653 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Joule Financial, LLC | 1929070 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1704 | 428940 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Cannon Advisors, Inc. | 1805370 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1343 | 328740 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Main Street Financial Solutions, LLC | 1763350 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13093 | 3294511 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| DELTA FINANCIAL ADVISORS LLC | 1790295 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9464 | 2381521 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Calydon Capital | 1759271 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36761 | 9250404 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Integrated Quantitative Investments LLC | 2046834 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 818 | 205842 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| OLD NATIONAL BANCORP /IN/ | 707179 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63172 | 15896602 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Comprehensive Financial Consultants Institutional, Inc. | 1915714 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22004 | 5537086 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Lifeworks Advisors, LLC | 1882132 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43751 | 11009407 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Woodline Partners LP | 1784547 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 907363 | 228328825 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 2026926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15689 | 3947917 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| QRG CAPITAL MANAGEMENT, INC. | 1996454 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 301006 | 75745121 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| WESTPAC BANKING CORP | 719245 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9928 | 2498282 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SECTORAL ASSET MANAGEMENT INC | 1274413 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12200 | 3070008 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Harvest Investment Advisors, LLC | 1967261 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11992 | 3017750 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| M1 Capital Management LLC | 1976157 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1769 | 445062 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Boothe Investment Group, Inc. | 1749798 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31708 | 7979100 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Aureus Asset Management, LLC | 1381296 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6899 | 1736064 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Southland Equity Partners LLC | 2006517 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28242 | 7106863 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9939791 | 2501249007 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| FFT WEALTH MANAGEMENT LLC | 1653199 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2595 | 653006 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| FIRST CITIZENS BANK & TRUST CO | 1092203 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 165 | 41520 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Sollinda Capital Management LLC | 2012034 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2511 | 631868 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| FIDUCIENT ADVISORS LLC | 1729866 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3615 | 909658 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| CWA Asset Management Group, LLC | 1667134 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 86259 | 21706105 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Sompo Asset Management Co., Ltd. | 1533504 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4960 | 1248134 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Smithfield Trust Co | 1019754 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 685 | 172 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Lifelong Wealth Advisors, Inc. | 2051717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1719 | 432569 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Net Worth Advisory Group | 1791998 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4779 | 1202543 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| NORDEA INVESTMENT MANAGEMENT AB | 1218210 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2869636 | 721397794 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Alesco Advisors, LLC, An ESL Co | 1269978 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3465 | 871933 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| FORM Wealth Advisors, LLC | 2053294 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9572 | 2408678 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.