Institutional Ownership Amerisourcebergen Corp (ABC)
This table provides information about the institutional ownership of Amerisourcebergen Corp (ABC). We have compiled data on the 1,336 institutions that hold shares in the stock, with a total of 177 Million shares, which have been reported (via 13F filing form) to have a value of $32.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
23
shares
|
$4,258
0.0% of portfolio
|
Q4 2024
Added 228.57%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
23
shares
|
$4,258
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
23
shares
|
$4,258
0.0% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
22
shares
|
$4,073
0.0% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
22
shares
|
$4,073
0.01% of portfolio
|
Q3 2024
Reduced 24.14%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
20
shares
|
$3,703
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
19
shares
|
$3,517
0.0% of portfolio
|
Q4 2024
Added 26.67%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
16
shares
|
$2,962
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
15
shares
|
$2,777
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
15
shares
|
$2,777
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
14
shares
|
$2,592
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
12
shares
|
$2,221
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
12
shares
|
$2,221
0.0% of portfolio
|
Q2 2024
Reduced 7.69%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
12
shares
|
$2,221
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
10
shares
|
$1,851
0.0% of portfolio
|
Q3 2024
Reduced 44.44%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Feb 06, 2025 Q4 2024 |
10
shares
|
$1,851
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
9
shares
|
$1,666
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
8
shares
|
$1,481
0.0% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
7
shares
|
$1,296
0.0% of portfolio
|
Q4 2024
Added 40.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
6
shares
|
$1,110
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Feb 12, 2025 Q4 2024 |
6
shares
|
$1,110
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
5
shares
|
$925
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
5
shares
|
$925
0.12% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
5
shares
|
$925
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
4
shares
|
$740
0.0% of portfolio
|
Q4 2023
Reduced 93.33%
|