McDonald's (MCD) Institutional Ownership

$271.36
-3.64 (-1.32%)
(As of 05/13/2024 ET)

Institutional Ownership Changes (13F Filings) for McDonald's (NYSE:MCD)

Current
Institutional Ownership
Percentage
70.29%
Number of
Institutional Buyers
(last 12 months)
1974
Total
Institutional Inflows
(last 12 months)
$149.74B
Number of
Institutional Sellers
(last 12 months)
1714
Total
Institutional Outflows
(last 12 months)
$7.83B
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MCD Institutional Buying and Selling by Quarter

McDonald's Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2024Paragon Capital Management LLC28,064$7.91M4.3%-0.2%0.004%
5/13/2024UniSuper Management Pty Ltd528,547$149.02M1.4%-6.1%0.073%
5/13/2024Clearbridge Investments LLC22,601$6.37M0.0%-1.7%0.003%
5/13/2024Texas Capital Bank Wealth Management Services Inc1,605$453K0.0%+15.7%0.000%
5/13/2024Invesco LLC5,193$1.46M0.6%-16.1%0.001%
5/13/2024O Shaughnessy Asset Management LLC97,497$27.49M0.3%+4.0%0.014%
5/13/2024Ameritas Investment Partners Inc.11,937$3.37M0.1%-1.6%0.002%
5/13/2024Alerus Financial NA14,293$4.03M0.3%N/A0.002%
5/13/2024PAX Financial Group LLC899$254K0.1%-5.7%0.000%
5/13/2024Penobscot Investment Management Company Inc.12,326$3.48M0.4%-8.4%0.002%
5/11/2024 Bahl & Gaynor Inc.1,146,998$323.40M1.8%+2.2%0.159%
5/11/2024 Lcnb Corp5,117$1.44M0.5%+1.1%0.001%
5/11/2024 Trustmark National Bank Trust Department15,881$4.48M0.4%+6.7%0.002%
5/11/2024 Davis R M Inc.13,912$3.92M0.1%-5.9%0.002%
5/11/2024 Covestor Ltd696$196K0.1%-17.7%0.000%
5/11/2024 Beaumont Financial Advisors LLC79,854$22.52M1.9%-0.3%0.011%
5/11/2024 Hillsdale Investment Management Inc.1,653$466K0.0%+9.3%0.000%
5/11/2024 Ironwood Investment Counsel LLC11,278$3.18M0.6%-1.0%0.002%
5/11/2024 Catalytic Wealth RIA LLC4,470$1.26M0.3%+3.9%0.001%
5/11/2024 Jacobi Capital Management LLC12,713$3.58M0.3%-0.5%0.002%
5/11/2024 Mark Sheptoff Financial Planning LLC1,395$393K0.2%-42.0%0.000%
5/11/2024 Hirtle Callaghan & Co LLC1,314$370K0.0%-18.9%0.000%
5/11/2024 Strait & Sound Wealth Management LLC797$214K0.1%+9.8%0.000%
5/11/2024 Hutner Capital Management Inc.30,339$8.55M4.6%-0.2%0.004%
5/11/2024 Patten & Patten Inc. TN9,098$2.57M0.2%-10.7%0.001%
5/10/2024 Allstate Corp2,083$587K0.0%-4.2%0.000%
5/10/2024 Osaic Holdings Inc.336,202$94.85M0.2%-28.7%0.047%
5/10/2024 Blue Barn Wealth LLC727$205K0.1%-22.5%0.000%
5/10/2024 Connors Investor Services Inc.43,366$12.23M1.3%-9.8%0.006%
5/10/2024 Acadian Asset Management LLC3,224$908K0.0%-86.4%0.000%
5/10/2024 South Street Advisors LLC4,673$1.32M0.2%+1.2%0.001%
5/10/2024 TIAA Trust National Association55,235$15.57M0.0%-5.7%0.008%
5/10/2024 Vanguard Group Inc.69,079,218$19.48B0.4%+0.0%9.581%
5/10/2024 Intech Investment Management LLC74,804$21.09M0.3%-15.8%0.010%
5/10/2024 Clearstead Trust LLC14,206$4.01M1.0%-4.4%0.002%
5/10/2024 Nicolet Advisory Services LLC6,944$1.87M0.2%+5.0%0.001%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp455,792$128.51M0.3%-6.5%0.063%
5/10/2024 Pinnacle Wealth Planning Services Inc.11,130$3.14M0.5%-4.4%0.002%
5/10/2024 Councilmark Asset Management LLC1,980$558K0.4%N/A0.000%
5/10/2024 First Foundation Advisors6,570$1.85M0.1%+50.8%0.001%
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5/10/2024 Pinkerton Retirement Specialists LLC12,282$3.46M0.6%+27.6%0.002%
5/10/2024 Mizuho Markets Americas LLC34,077$9.61M0.2%+93.8%0.005%
5/10/2024 Homestead Advisers Corp218,977$61.74M1.4%-0.1%0.030%
5/10/2024 Banco Santander S.A.35,027$9.88M0.1%+3.1%0.005%
5/10/2024 Intermede Investment Partners Ltd471,670$132.99M2.7%+41.2%0.065%
5/10/2024 CCLA Investment Management360,337$101.78M1.6%+24.6%0.050%
5/10/2024 Tocqueville Asset Management L.P.158,050$44.56M0.7%-5.6%0.022%
5/10/2024 J.Safra Asset Management Corp162$46K0.0%-55.7%0.000%
5/10/2024 Motco55,231$15.57M0.9%+1.3%0.008%
5/10/2024 TCTC Holdings LLC5,876$1.66M0.1%-4.5%0.001%
5/10/2024 1ST Source Bank32,246$9.09M0.5%-2.5%0.004%
5/10/2024 Garrison Point Advisors LLC3,080$868K0.6%+3.4%0.000%
5/10/2024 Wintrust Investments LLC6,621$1.87M0.2%+3.9%0.001%
5/10/2024 Cumberland Partners Ltd11,766$3.32M0.2%+54.9%0.002%
5/10/2024 Lindenwold Advisors INC7,600$2.14M1.1%+64.6%0.001%
5/10/2024 Taylor Hoffman Wealth Management4,294$1.21M0.5%-5.2%0.001%
5/10/2024 Nwam LLC5,320$1.43M0.1%-5.7%0.001%
5/10/2024 Searle & CO.21,090$5.95M1.5%+2.4%0.003%
5/10/2024 Richmond Brothers Inc.948$267K0.5%-21.1%0.000%
5/9/2024 Forum Financial Management LP9,322$2.63M0.0%-2.0%0.001%
5/9/2024 RFP Financial Group LLC622$175K0.1%-25.2%0.000%
5/9/2024 Great Lakes Retirement Inc.9,302$2.62M0.4%-0.5%0.001%
5/9/2024 Dorsey & Whitney Trust CO LLC15,178$4.28M0.3%-0.8%0.002%
5/9/2024 Brighton Jones LLC7,645$2.16M0.1%+13.3%0.001%
5/9/2024 ProVise Management Group LLC7,702$2.17M0.2%-9.0%0.001%
5/9/2024 Leo Wealth LLC3,550$999K0.1%+5.8%0.000%
5/9/2024 Orion Portfolio Solutions LLC39,002$11.00M0.1%+4.8%0.005%
5/9/2024 Blair William & Co. IL352,046$99.26M0.3%+0.6%0.049%
5/9/2024 Wilkins Investment Counsel Inc.3,189$899K0.1%+112.6%0.000%
5/9/2024 Picton Mahoney Asset Management11,270$3.18M0.1%-7.9%0.002%
5/9/2024 Lord Abbett & CO. LLC282,009$79.51M0.3%+4.0%0.039%
5/9/2024 HBK Sorce Advisory LLC14,141$3.99M0.1%+0.3%0.002%
5/9/2024 Kingsview Wealth Management LLC51,091$14.41M0.4%+1.0%0.007%
5/9/2024 Wealthquest Corp2,563$723K0.1%-2.6%0.000%
5/9/2024 Landaas & Co. WI ADV3,278$924K0.3%-5.5%0.000%
5/9/2024 Beacon Investment Advisory Services Inc.7,222$2.04M0.1%-1.3%0.001%
5/9/2024 Delta Investment Management LLC2,587$729K0.2%+7.2%0.000%
5/9/2024 Ledyard National Bank4,652$1.31M0.1%+2.0%0.001%
5/9/2024 TBH Global Asset Management LLC3,022$852K0.2%+13.8%0.000%
5/9/2024 D Orazio & Associates Inc.2,708$763K0.1%+14.9%0.000%
5/9/2024 Charles Schwab Investment Advisory Inc.828$233K0.0%-7.6%0.000%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.997,775$281.32M0.4%+17.6%0.138%
5/9/2024 Fortis Capital Advisors LLC9,172$2.59M1.1%+7.8%0.001%
5/9/2024 Private Management Group Inc.791$223K0.0%-7.1%0.000%
5/9/2024 Souders Financial Advisors5,453$1.54M0.2%-2.9%0.001%
5/9/2024 Texas Yale Capital Corp.19,322$5.45M0.2%+3.5%0.003%
5/9/2024 Angeles Wealth Management LLC2,846$802K0.1%+5.2%0.000%
5/9/2024 State Board of Administration of Florida Retirement System788,417$220.45M0.4%+4.4%0.109%
5/9/2024 Portland Global Advisors LLC6,117$1.73M0.2%-2.3%0.001%
5/9/2024 Eagle Bay Advisors LLC1,795$506K0.3%+27.7%0.000%
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5/9/2024 TD Asset Management Inc1,104,065$311.29M0.3%-25.7%0.153%
5/9/2024 Hudson Value Partners LLC12,899$3.64M1.5%+47.4%0.002%
5/9/2024 Dearborn Partners LLC198,819$56.06M2.4%-21.0%0.028%
5/9/2024 Pettyjohn Wood & White Inc.5,682$1.60M0.3%-0.9%0.001%
5/9/2024 Miramar Capital LLC42,610$11.40M2.8%-0.2%0.006%
5/9/2024 Rogco LP5,044$1.42M0.6%+10.9%0.001%
5/9/2024 Koshinski Asset Management Inc.8,249$2.33M0.2%+77.0%0.001%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.437,475$123.35M0.3%-45.5%0.061%
5/8/2024 Barings LLC6,622$1.87M0.0%-11.5%0.001%
5/8/2024 Schneider Downs Wealth Management Advisors LP1,996$563K0.1%N/A0.000%
(Data available from 1/1/2016 forward)

MCD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MCD shares?

During the previous two years, 3,298 institutional investors and hedge funds held shares of McDonald's. The most heavily invested institutionals were Aspire Private Capital LLC ($26.56B), Vanguard Group Inc. ($19.48B), BlackRock Inc. ($14.31B), State Street Corp ($10.17B), Geode Capital Management LLC ($4.24B), Wellington Management Group LLP ($3.50B), and Morgan Stanley ($3.35B).Learn more on MCD's institutional investors.

What percentage of McDonald's stock is owned by institutional investors?

70.29% of McDonald's stock is owned by institutional investors. Learn more on MCD's institutional investor holdings.

Which institutional investors have been buying McDonald's stock?

Of the 2,815 institutional investors that purchased McDonald's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($456.69M), Norges Bank ($9.06M), Gallagher Fiduciary Advisors LLC ($5.61M), Price T Rowe Associates Inc. MD ($2.87M), Vanguard Group Inc. ($2.26M), International Assets Investment Management LLC ($2.22M), and Capital World Investors ($2.21M).

How much institutional buying is happening at McDonald's?

Institutional investors have bought a total of 539,562,580 shares in the last 24 months. This purchase volume represents approximately $158.89B in transactions.

Which McDonald's major shareholders have been selling company stock?

Of the 2,318 institutional investors that sold McDonald's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($5.02M), Magellan Asset Management Ltd ($4.58M), State Street Corp ($2.63M), Hudson Bay Capital Management LP ($2.41M), Capital Research Global Investors ($2.37M), Renaissance Technologies LLC ($2.26M), and CFS Investment Advisory Services LLC ($2.05M).

How much institutional selling is happening at McDonald's?

Institutional investors have sold a total of 64,370,919 shares in the last 24 months. This volume of shares sold represents approximately $17.09B in transactions.


This page (NYSE:MCD) was last updated on 5/13/2024 by MarketBeat.com Staff

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