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 |
|---|---|---|---|---|---|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
28
shares
|
$12,680
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
28
shares
|
$12,680
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
27
shares
|
$12,227
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
25
shares
|
$11,321
0.0% of portfolio
|
Q2 2024
Added 25.0%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
20
shares
|
$9,057
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
18
shares
|
$8,151
0.0% of portfolio
|
Q1 2025
Added 28.57%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
17
shares
|
$7,698
0.0% of portfolio
|
Q1 2024
Reduced 10.53%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
17
shares
|
$7,698
0.0% of portfolio
|
Q1 2025
Reduced 19.05%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
13
shares
|
$5,887
0.0% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
13
shares
|
$5,887
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
12
shares
|
$5,434
0.0% of portfolio
|
Q1 2025
Added 500.0%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
12
shares
|
$5,434
0.0% of portfolio
|
Q2 2025
Added 9.09%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
11
shares
|
$4,981
0.0% of portfolio
|
Q1 2025
Reduced 21.43%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
11
shares
|
$4,981
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
10
shares
|
$4,528
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
10
shares
|
$4,528
0.0% of portfolio
|
Q2 2023
Reduced 9.09%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
9
shares
|
$4,075
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
8
shares
|
$3,622
0.0% of portfolio
|
Q2 2024
Reduced 92.73%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
7
shares
|
$3,170
0.0% of portfolio
|
Q1 2025
Reduced 36.36%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
7
shares
|
$3,170
0.0% of portfolio
|
Q1 2025
Added 133.33%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
7
shares
|
$3,170
0.0% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
6
shares
|
$2,717
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
6
shares
|
$2,717
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
6
shares
|
$2,717
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
6
shares
|
$2,717
0.0% of portfolio
|
Q2 2025
Added 100.0%
|