Institutional Ownership Amerisourcebergen Corp (ABC)
This table provides information about the institutional ownership of Amerisourcebergen Corp (ABC). We have compiled data on the 1,528 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 |
|---|---|---|---|---|---|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
17
shares
|
$3,147
0.0% of portfolio
|
Q3 2025
Added 183.33%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
16
shares
|
$2,962
0.0% of portfolio
|
Q1 2025
Reduced 30.43%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
16
shares
|
$2,962
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
16
shares
|
$2,962
0.0% of portfolio
|
Q3 2025
Added 23.08%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
15
shares
|
$2,777
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
14
shares
|
$2,592
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
14
shares
|
$2,592
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
14
shares
|
$2,592
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
13
shares
|
$2,406
0.0% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
13
shares
|
$2,406
0.0% of portfolio
|
Q3 2025
Added 30.0%
|
|
|
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%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
12
shares
|
$2,221
0.0% of portfolio
|
Q4 2023
Added 9.09%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
10
shares
|
$1,851
0.0% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
10
shares
|
$1,851
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
9
shares
|
$1,666
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
7
shares
|
$1,296
0.0% of portfolio
|
Q3 2025
Reduced 96.24%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
7
shares
|
$1,296
0.0% of portfolio
|
Q4 2024
Added 40.0%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
7
shares
|
$1,296
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
7
shares
|
$1,296
0.0% of portfolio
|
Q3 2025
Added 16.67%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
7
shares
|
$1,296
0.0% of portfolio
|
Q2 2025
Added 75.0%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
7
shares
|
$1,296
0.0% of portfolio
|
Q3 2025
Added 16.67%
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
6
shares
|
$1,110
0.0% of portfolio
|
Q3 2025
Reduced 14.29%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
6
shares
|
$1,110
0.0% of portfolio
|
Q1 2025
Reduced 60.0%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
5
shares
|
$925
0.0% of portfolio
|
Q2 2025
New holding
|
|