Institutional Ownership Amerisourcebergen Corp (ABC)
This table provides information about the institutional ownership of Amerisourcebergen Corp (ABC). We have compiled data on the 1,483 institutions that hold shares in the stock, with a total of 179 Million shares, which have been reported (via 13F filing form) to have a value of $33.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
14
shares
|
$2,592
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
13
shares
|
$2,406
0.0% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
13
shares
|
$2,406
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
13
shares
|
$2,406
0.0% of portfolio
|
Q2 2025
Added 160.0%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
13
shares
|
$2,406
0.0% of portfolio
|
Q1 2025
Added 333.33%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
12
shares
|
$2,221
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
12
shares
|
$2,221
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
11
shares
|
$2,036
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
10
shares
|
$1,851
0.0% of portfolio
|
Q3 2024
Reduced 44.44%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
10
shares
|
$1,851
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
10
shares
|
$1,851
0.0% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
10
shares
|
$1,851
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
10
shares
|
$1,851
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
10
shares
|
$1,851
0.0% of portfolio
|
Q1 2025
Reduced 77.78%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
9
shares
|
$1,666
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
9
shares
|
$1,666
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
7
shares
|
$1,296
0.0% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
7
shares
|
$1,296
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
7
shares
|
$1,296
0.0% of portfolio
|
Q4 2024
Added 40.0%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
7
shares
|
$1,296
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
6
shares
|
$1,110
0.0% of portfolio
|
Q1 2025
Reduced 60.0%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
6
shares
|
$1,110
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
6
shares
|
$1,110
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
6
shares
|
$1,110
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
5
shares
|
$925
0.0% of portfolio
|
Q2 2025
New holding
|