Institutional Ownership Mckesson Corp (MCK)
This table provides information about the institutional ownership of Mckesson Corp (MCK). We have compiled data on the 1,732 institutions that hold shares in the stock, with a total of 107 Million shares, which have been reported (via 13F filing form) to have a value of $64.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
1,400
shares
|
$844,648
0.3% of portfolio
|
Q4 2023
Reduced 2.85%
|
|
|
Thomas Story & Son LLC
Culver, IN |
Jan 28, 2025 Q4 2024 |
1,400
shares
|
$844,648
0.33% of portfolio
|
Q2 2020
New holding
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
1,397
shares
|
$842,838
0.17% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
1,397
shares
|
$842,838
0.0% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Keystone Financial Services
|
Jan 30, 2025 Q4 2024 |
1,387
shares
|
$836,804
0.31% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
1,381
shares
|
$833,184
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
1,369
shares
|
$825,945
0.17% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
1,367
shares
|
$824,738
0.22% of portfolio
|
Q4 2024
Reduced 21.53%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
1,359
shares
|
$819,911
0.14% of portfolio
|
Q3 2024
Reduced 9.88%
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
1,350
shares
|
$814,482
0.12% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
1,334
shares
|
$804,828
0.35% of portfolio
|
Q1 2024
Reduced 3.61%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,332
shares
|
$803,622
0.02% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
1,331
shares
|
$803,018
0.13% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
1,330
shares
|
$802,415
0.0% of portfolio
|
Q4 2024
Reduced 96.65%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
1,324
shares
|
$798,795
0.35% of portfolio
|
Q4 2024
Added 19.39%
|
|
|
Humankind Investments LLC
|
Nov 14, 2024 Q3 2024 |
1,314
shares
|
$792,762
0.24% of portfolio
|
Q3 2024
Added 8.42%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
1,313
shares
|
$792,159
0.02% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
1,305
shares
|
$787,332
0.01% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,295
shares
|
$781,299
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
1,287
shares
|
$776,472
0.03% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,280
shares
|
$772,249
0.12% of portfolio
|
Q2 2022
Reduced 63.72%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
1,280
shares
|
$772,249
0.04% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
1,279
shares
|
$771,646
0.04% of portfolio
|
Q3 2022
Added 2.4%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
1,278
shares
|
$771,042
0.15% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
1,276
shares
|
$769,836
0.55% of portfolio
|
Q3 2024
Added 23.05%
|