Institutional Ownership Chemed Corp (CHE)
This table provides information about the institutional ownership of Chemed Corp (CHE). We have compiled data on the 594 institutions that hold shares in the stock, with a total of 13.7 Million shares, which have been reported (via 13F filing form) to have a value of $6.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
602
shares
|
$272,627
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
595
shares
|
$269,457
0.03% of portfolio
|
Q2 2025
Reduced 6.3%
|
|
|
Clifford Capital Partners LLC
Alpine, UT |
May 14, 2025 Q1 2025 |
592
shares
|
$268,099
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
592
shares
|
$268,099
0.14% of portfolio
|
Q2 2025
Added 9.02%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
590
shares
|
$267,193
0.07% of portfolio
|
Q2 2025
Added 12.38%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
589
shares
|
$266,740
0.01% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
589
shares
|
$266,740
0.05% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
586
shares
|
$265,381
0.01% of portfolio
|
Q1 2025
Reduced 10.81%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
586
shares
|
$265,381
0.02% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
584
shares
|
$264,476
0.02% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
581
shares
|
$263,117
0.05% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
580
shares
|
$262,664
0.07% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Apr 28, 2025 Q1 2025 |
571
shares
|
$258,588
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
561
shares
|
$254,060
0.06% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Eads & Heald Wealth Management
|
Jul 22, 2025 Q2 2025 |
561
shares
|
$254,060
0.13% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
May 14, 2025 Q1 2025 |
560
shares
|
$253,607
0.0% of portfolio
|
Q4 2024
Added 8.74%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
554
shares
|
$250,889
0.0% of portfolio
|
Q1 2025
Reduced 17.31%
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
549
shares
|
$248,625
0.01% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
May 08, 2025 Q1 2025 |
539
shares
|
$244,096
0.14% of portfolio
|
Q1 2025
Reduced 37.97%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
520
shares
|
$235,492
0.16% of portfolio
|
Q2 2024
Reduced 9.88%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Apr 23, 2025 Q1 2025 |
519
shares
|
$235,039
0.07% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
515
shares
|
$233,228
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
512
shares
|
$231,869
0.01% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Qsv Equity Investors LLC
Naperville, IL |
May 13, 2025 Q1 2025 |
508
shares
|
$230,057
0.32% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
506
shares
|
$229,152
0.16% of portfolio
|
Q4 2024
Reduced 3.25%
|