Institutional Ownership Amerisourcebergen Corp (ABC)
This table provides information about the institutional ownership of Amerisourcebergen Corp (ABC). We have compiled data on the 1,264 institutions that hold shares in the stock, with a total of 168 Million shares, which have been reported (via 13F filing form) to have a value of $31.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,372
shares
|
$254,025
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
1,371
shares
|
$253,840
0.02% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
1,364
shares
|
$252,544
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
1,350
shares
|
$249,952
0.0% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
1,339
shares
|
$247,915
0.02% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Oct 08, 2024 Q3 2024 |
1,339
shares
|
$247,915
0.04% of portfolio
|
Q2 2024
Added 5.35%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
1,334
shares
|
$246,990
0.01% of portfolio
|
Q3 2024
Added 35.43%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
1,332
shares
|
$246,619
0.08% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,324
shares
|
$245,138
0.01% of portfolio
|
Q3 2024
Added 13.16%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
1,321
shares
|
$244,583
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Gitterman Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,320
shares
|
$244,398
0.1% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
1,314
shares
|
$243,287
0.05% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Burr Financial Services, LLC
Pleasant Hill, CA |
Oct 25, 2024 Q3 2024 |
1,314
shares
|
$243,287
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
1,300
shares
|
$240,695
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 03, 2024 Q3 2024 |
1,293
shares
|
$239,398
0.07% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
1,293
shares
|
$239,398
0.11% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2024 Q3 2024 |
1,291
shares
|
$239,028
0.09% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
1,288
shares
|
$238,473
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
1,285
shares
|
$237,917
0.05% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
1,284
shares
|
$237,732
0.0% of portfolio
|
Q3 2024
Added 20.22%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
1,273
shares
|
$235,695
0.01% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
1,264
shares
|
$234,029
0.01% of portfolio
|
Q3 2024
Reduced 78.78%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,260
shares
|
$233,289
0.01% of portfolio
|
Q3 2024
Reduced 90.04%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
1,251
shares
|
$231,622
0.03% of portfolio
|
Q3 2024
Reduced 89.48%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
1,250
shares
|
$231,437
0.02% of portfolio
|
Q4 2023
Reduced 4.51%
|