McKesson (MCK) Institutional Ownership

$531.21
-6.00 (-1.12%)
(As of 05/1/2024 ET)

Institutional Ownership Changes (13F Filings) for McKesson (NYSE:MCK)

Current
Institutional Ownership
Percentage
85.07%
Number of
Institutional Buyers
(last 12 months)
905
Total
Institutional Inflows
(last 12 months)
$7.54B
Number of
Institutional Sellers
(last 12 months)
709
Total
Institutional Outflows
(last 12 months)
$6.07B
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MCK Institutional Buying and Selling by Quarter

McKesson Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2024Mitchell Mcleod Pugh & Williams Inc.627$337K0.1%-3.8%0.000%
5/2/2024Mckinley Capital Management LLC28,388$15.24M1.8%-2.3%0.022%
5/2/2024Main Street Research LLC100,082$53.79M3.7%-0.5%0.076%
5/2/2024Hollencrest Capital Management754$405K0.0%-6.2%0.001%
5/2/2024PDS Planning Inc892$479K0.1%+2.8%0.001%
5/2/2024Regent Peak Wealth Advisors LLC417$224K0.1%N/A0.000%
5/2/2024Hanlon Investment Management Inc.1,278$686K0.2%+28.4%0.001%
5/2/2024Kinsale Capital Group Inc.7,974$4.28M1.7%+23.7%0.006%
5/1/2024Wakefield Asset Management LLLP6,291$3.38M1.2%-0.9%0.005%
5/1/2024Schear Investment Advisers LLC1,425$765K0.6%+46.3%0.001%
5/1/2024Resonant Capital Advisors LLC8,488$4.56M0.4%+0.6%0.006%
5/1/2024Connecticut Wealth Management LLC6,120$3.29M0.2%+0.5%0.005%
5/1/2024Janney Montgomery Scott LLC50,157$26.93M0.1%+51.2%0.038%
5/1/2024Blue Trust Inc.6,219$3.34M0.0%-1.2%0.005%
5/1/2024Mirae Asset Global Investments Co. Ltd.37,429$20.09M0.0%+28.3%0.028%
5/1/2024Prosperity Consulting Group LLC377$202K0.0%N/A0.000%
5/1/2024 Braun Stacey Associates Inc.59,509$31.95M1.3%+0.8%0.045%
5/1/2024 Mission Wealth Management LP1,530$821K0.0%-12.4%0.001%
5/1/2024 Parthenon LLC426$229K0.0%N/A0.000%
5/1/2024 Smith Group Asset Management LLC67,788$36.39M2.1%-5.2%0.052%
5/1/2024 Sequoia Financial Advisors LLC6,225$3.34M0.0%-9.4%0.005%
4/30/2024 Private Advisor Group LLC11,005$5.91M0.0%-0.5%0.008%
4/30/2024 J.W. Cole Advisors Inc.1,461$784K0.0%+17.5%0.001%
4/30/2024 Hartline Investment Corp417$224K0.0%N/A0.000%
4/30/2024 Retirement Systems of Alabama29,003$15.57M0.1%-1.1%0.022%
4/30/2024 Longbow Finance SA14,357$7.71M0.8%-8.9%0.011%
4/30/2024 Norden Group LLC549$295K0.0%N/A0.000%
4/30/2024 Culbertson A N & Co. Inc.22,329$11.99M2.1%-2.2%0.017%
4/30/2024 Van ECK Associates Corp64,639$34.70M0.1%+17.7%0.049%
4/30/2024 Fortis Group Advisors LLC9,718$5.22M1.0%+268.8%0.007%
4/30/2024 HB Wealth Management LLC6,471$3.47M0.0%+7.9%0.005%
4/30/2024 SpiderRock Advisors LLC6,535$3.46M0.1%N/A0.005%
4/30/2024 Haverford Financial Services Inc.14,440$7.75M2.2%-0.3%0.011%
4/30/2024 Mainstay Capital Management LLC ADV2,542$1.37M0.3%-12.7%0.002%
4/30/2024 Harel Insurance Investments & Financial Services Ltd.9,760$5.24M0.1%+15.7%0.007%
4/30/2024 Tandem Investment Advisors Inc.502$269K0.0%-4.6%0.000%
4/30/2024 Perigon Wealth Management LLC1,183$635K0.0%+18.4%0.001%
4/30/2024 Stock Yards Bank & Trust Co.651$349K0.0%+22.1%0.000%
4/30/2024 Claret Asset Management Corp5,045$2.71M0.5%-0.8%0.004%
4/30/2024 Allspring Global Investments Holdings LLC90,606$48.64M0.1%+5.6%0.069%
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4/29/2024Commonwealth Equity Services LLC65,328$35.07M0.1%+3.2%0.050%
4/29/2024 Field & Main Bank1,462$785K0.3%+5.0%0.001%
4/29/2024 Greenleaf Trust4,694$2.52M0.0%-5.4%0.004%
4/29/2024 Principal Financial Group Inc.275,514$147.91M0.1%+54.1%0.210%
4/29/2024 Benjamin Edwards Inc.2,998$1.61M0.3%+2.0%0.002%
4/29/2024 Seascape Capital Management1,766$948K0.4%-11.7%0.001%
4/29/2024 Heritage Investors Management Corp21,469$11.53M0.4%-2.4%0.016%
4/29/2024 Summit Global Investments19,506$10.47M0.8%-35.0%0.015%
4/29/2024 Mn Services Vermogensbeheer B.V.53,800$28.88M0.2%-17.5%0.041%
4/29/2024 Cornerstone Investment Partners LLC66,734$35.83M1.7%N/A0.051%
4/29/2024 Argyle Capital Management Inc.13,879$7.45M2.9%-2.8%0.011%
4/27/2024 Weatherly Asset Management L. P.6,928$3.72M0.4%-1.4%0.005%
4/27/2024 Hourglass Capital LLC5,272$2.83M0.9%+0.6%0.004%
4/27/2024 Conning Inc.1,147$616K0.0%-2.7%0.001%
4/26/2024 Pinnacle Associates Ltd.2,523$1.35M0.0%-2.3%0.002%
4/26/2024 Securian Asset Management Inc.7,741$4.16M0.1%-8.8%0.006%
4/26/2024 Aspen Investment Management Inc605$325K0.2%-4.7%0.000%
4/26/2024 Triasima Portfolio Management inc.10,023$5.38M0.5%-9.5%0.008%
4/26/2024 BLB&B Advisors LLC504$271K0.0%-3.8%0.000%
4/26/2024 Planned Solutions Inc.538$289K0.1%N/A0.000%
4/26/2024 UMB Bank n.a.31,705$17.02M0.3%-0.2%0.024%
4/26/2024 Highview Capital Management LLC DE 2,566$1.38M0.6%+7.7%0.002%
4/26/2024Prestige Wealth Management Group LLC956$514K0.1%-3.9%0.001%
4/26/2024 Renaissance Group LLC64,182$34.46M1.3%-1.4%0.049%
4/26/2024 Yousif Capital Management LLC23,451$12.59M0.1%-3.7%0.018%
4/26/2024 First National Trust Co2,725$1.46M0.1%-9.6%0.002%
4/26/2024 McKinley Carter Wealth Services Inc.12,256$6.58M0.4%+10.0%0.009%
4/26/2024 Clear Creek Financial Management LLC1,119$601K0.1%+4.7%0.001%
4/26/2024 SYSTM Wealth Solutions LLC3,055$1.64M0.2%-3.7%0.002%
4/26/2024 First Personal Financial Services1,514$813K0.2%+1.5%0.001%
4/26/2024 Mesirow Financial Investment Management Inc.7,101$3.81M0.1%N/A0.005%
4/26/2024 KG&L Capital Management LLC1,910$1.03M0.4%+16.7%0.001%
4/26/2024 Verdence Capital Advisors LLC6,052$3.25M0.3%+282.8%0.005%
4/26/2024 Petredis Investment Advisors LLC4,943$2.65M0.3%+0.8%0.004%
4/25/2024 Lindbrook Capital LLC1,133$608K0.1%+1.7%0.001%
4/25/2024 New York State Teachers Retirement System131,810$70.76M0.1%-1.8%0.100%
4/25/2024 WCM Investment Management LLC1,118,029$600.21M1.4%+2.3%0.851%
4/25/2024 One Day In July LLC403$216K0.0%N/A0.000%
4/25/2024 Inlet Private Wealth LLC22,645$12.16M3.4%-0.5%0.017%
4/25/2024 Bank of New York Mellon Corp1,057,676$567.81M0.1%-4.8%0.805%
4/25/2024 Strategy Asset Managers LLC1,833$984K0.2%+2.9%0.001%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 52,172$28.01M0.1%+7.9%0.040%
4/25/2024 Fjarde AP Fonden Fourth Swedish National Pension Fund37,853$20.32M0.2%+3.3%0.029%
4/25/2024 Investment Advisory Services Inc. TX ADV2,816$1.51M0.6%-12.4%0.002%
4/25/2024 Aaron Wealth Advisors LLC4,257$2.29M0.3%+3.3%0.003%
4/25/2024 Valeo Financial Advisors LLC1,296$693K0.0%+4.3%0.001%
4/25/2024 Argus Investors Counsel Inc.4,295$2.31M1.4%+123.1%0.003%
4/25/2024 Greylin Investment Management Inc720$387K0.1%-27.6%0.001%
4/25/2024 Summit Financial LLC406$218K0.0%-23.0%0.000%
4/25/2024 Cambridge Investment Research Advisors Inc.22,639$12.15M0.0%-11.6%0.017%
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4/24/2024 Private Trust Co. NA1,691$908K0.1%+8.4%0.001%
4/24/2024 Patton Albertson Miller Group LLC17,900$9.61M1.4%+2.2%0.014%
4/24/2024 CENTRAL TRUST Co10,182$5.47M0.1%-5.5%0.008%
4/24/2024 V Square Quantitative Management LLC1,017$546K0.1%+111.0%0.001%
4/24/2024 Newbridge Financial Services Group Inc.65$35K0.0%+333.3%0.000%
4/24/2024 Premier Path Wealth Partners LLC449$241K0.0%-5.7%0.000%
4/24/2024 HMS Capital Management LLC4,473$2.40M1.3%+3.7%0.003%
4/24/2024 Simplicity Wealth LLC23,069$12.39M0.3%N/A0.018%
4/24/2024 Archford Capital Strategies LLC960$515K0.1%-7.6%0.001%
4/24/2024 Wells Trecaso Financial Group LLC11,755$6.31M2.2%+0.4%0.009%
(Data available from 1/1/2016 forward)

MCK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MCK shares?

During the previous two years, 1,519 institutional investors and hedge funds held shares of McKesson. The most heavily invested institutionals were Border to Coast Pensions Partnership Ltd ($88.63B), Vanguard Group Inc. ($5.32B), BlackRock Inc. ($4.92B), State Street Corp ($2.78B), Massachusetts Financial Services Co. MA ($2.33B), K.J. Harrison & Partners Inc ($2.03B), and JPMorgan Chase & Co. ($1.86B).Learn more on MCK's institutional investors.

What percentage of McKesson stock is owned by institutional investors?

85.07% of McKesson stock is owned by institutional investors. Learn more on MCK's institutional investor holdings.

Which institutional investors have been buying McKesson stock?

Of the 1,273 institutional investors that purchased McKesson stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Price T Rowe Associates Inc. MD ($2.47M), Norges Bank ($2.21M), Envestnet Asset Management Inc. ($1.19M), WCM Investment Management LLC ($1.16M), Aaron Wealth Advisors LLC ($889.28K), Acadian Asset Management LLC ($849.49K), and International Assets Investment Management LLC ($820.22K).

How much institutional buying is happening at McKesson?

Institutional investors have bought a total of 32,114,337 shares in the last 24 months. This purchase volume represents approximately $12.31B in transactions.

Which McKesson major shareholders have been selling company stock?

Of the 967 institutional investors that sold McKesson stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Pzena Investment Management LLC ($2.85M), BlackRock Inc. ($2.22M), Massachusetts Financial Services Co. MA ($1.05M), Envestnet Asset Management Inc. ($1.02M), Glenview Capital Management LLC ($1.02M), Pacer Advisors Inc. ($925.60K), and Berkshire Hathaway Inc ($908.48K).

How much institutional selling is happening at McKesson?

Institutional investors have sold a total of 36,395,104 shares in the last 24 months. This volume of shares sold represents approximately $13.37B in transactions.


This page (NYSE:MCK) was last updated on 5/2/2024 by MarketBeat.com Staff

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