Stock ownership · SEC 13F · Q4 2025

ABBOTT LABS

A breakdown of ABBOTT LABS's institutional base (CUSIP 002824100): the holders, the concentration among them, and what changed last quarter.

$85.7M
Reported value
19
Institutions
88%
Top-5 share

The verdict

19 institutional filers report $85.7M of ABBOTT LABS on their books as of Q4 2025. ABBOTT LABS is a position that shows up across a wide set of institutional books, and that ownership is held overwhelmingly by a small core of institutions.

19
institutions hold it
$85.7M
reported 13F value
88%
held by top 5
#94
of 216 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How to read this page

This page summarizes how large institutional investment managers report holding this security in their quarterly SEC Form 13F-HR filings. A 13F filing is a mandatory disclosure that any manager with at least $100 million in qualifying US-listed equity assets must submit to the Securities and Exchange Commission within 45 days of the end of each calendar quarter. The figures here therefore describe long equity positions as of a specific reporting quarter, not live market quotes, and not a manager's complete book. 13F disclosures deliberately exclude short positions, cash, most derivatives, non-US listings, and small holdings, so the institutional ownership shown is a floor rather than a full picture. "Holders" counts the distinct managers reporting a position; "reported value" sums the market value those managers disclosed; and "top-5 concentration" measures how much of that reported value sits with the five largest holders. Use these numbers to understand institutional interest and how it shifts quarter over quarter, never as a recommendation to buy or sell. Every figure is rendered directly from the underlying filings and can be verified against the original documents on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.

Reported value

$85.7M

Institutional 13F value

Institutions

19

Reporting holders

Top-5 concentration

88%

Held by 5 largest

New buyers

16

Opened Q4 2025

Broadly held Concentrated ownership

Top-5 holder concentration

0%100%88%
Top-5 holder concentration
Share of reported value held by the 5 largest institutions · Q4 2025
Ownership breadth 79.0%

ABBOTT LABS is more widely held than about 79% of the broadly-held stocks we track (by number of reporting institutions), as of Q4 2025.

Largest institutional holders of ABBOTT LABS
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a ABBOTT LABS position has held steady from 19 to 19 over the last 8 quarters of 13F filings.

101520253035 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 19
Distinct 13F filers holding ABBOTT LABS, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 J. Stern & Co. LLP 39,319,009 $39.3M 45.9%
2 Pacer Advisors, Inc. 149,888 $18.8M 21.9%
3 GROUPAMA ASSET MANAGMENT 64,122 $8.0M 9.4%
4 Anchor Investment Management, LLC 53,126 $6.7M 7.8%
5 SSA SWISS ADVISORS AG 22,541 $2.8M 3.3%
6 CHELSEA COUNSEL CO 21,311 $2.7M 3.1%
7 Banque Transatlantique SA 18,151 $2.3M 2.7%
8 ARWA LLC 10,249 $1.3M 1.5%
9 MidFirst Bank 11,947 $1.3M 1.5%
10 Astoria Portfolio Advisors LLC. 3,761 $434K 0.5%
11 KW WEALTH MANAGEMENT LLC 3,296 $413K 0.5%
12 DGS Capital Management, LLC 3,170 $397K 0.5%
13 THRYVE WEALTH MANAGEMENT LLC 2,843 $356K 0.4%
14 Tempo Wealth, LLC 2,482 $311K 0.4%
15 Bell Investment Advisors, Inc 2,243 $281K 0.3%
16 Barnes Wealth Management Group, Inc 1,897 $238K 0.3%
17 TD Capital Management LLC 733 $92K 0.1%
18 Strategic Investment Solutions, Inc. /IL 378 $47K 0.1%
19 SG Trading Solutions, LLC 8,487 $1K 0.0%

Latest Quarter Activity · Q4 2025

What the data says about ABBOTT LABS

A handful of institutions account for most of the reported institutional float here.

  • Watch how this position’s holder count and value trend next quarter for accumulation or distribution signs. Biggest movers
  • Put ABBOTT LABS in context against the broader universe of widely-held stocks. Most-held stocks
  • 13F filings omit shorts, cash and most derivatives, so know what is missing before you rely on this. 13F limitations

Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.

Frequently Asked Questions

How many institutions hold ABBOTT LABS?
ABBOTT LABS is held by 19 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of ABBOTT LABS?
Institutions report $85.7M of ABBOTT LABS as of Q4 2025.
How concentrated is ownership of ABBOTT LABS?
The top five institutional holders account for 88% of the reported institutional value in ABBOTT LABS, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of ABBOTT LABS?
J. Stern & Co. LLP is the largest reported holder of ABBOTT LABS with $39.3M across 39,319,009 shares as of Q4 2025.
Where does this ABBOTT LABS data come from?
Every figure is rendered live from SEC Form 13F-HR filings in the EDGAR system. 13F is a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of each quarter-end.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.