Institutional Ownership Mckesson Corp (MCK)
This table provides information about the institutional ownership of Mckesson Corp (MCK). We have compiled data on the 1,690 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 $62.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
1,421
shares
|
$826,652
0.09% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
1,421
shares
|
$826,652
0.24% of portfolio
|
Q3 2024
Added 9.31%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
1,418
shares
|
$824,907
0.02% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
1,415
shares
|
$823,162
0.3% of portfolio
|
Q3 2024
Added 32.86%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
1,414
shares
|
$822,580
0.48% of portfolio
|
Q3 2024
Reduced 15.98%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
1,411
shares
|
$820,835
0.26% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
1,405
shares
|
$817,344
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
1,401
shares
|
$815,017
0.02% of portfolio
|
Q3 2024
Added 11.9%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
1,400
shares
|
$814,436
0.3% of portfolio
|
Q4 2023
Reduced 2.85%
|
|
|
Thomas Story & Son LLC
Culver, IN |
Nov 01, 2024 Q3 2024 |
1,400
shares
|
$814,436
0.28% of portfolio
|
Q2 2020
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,384
shares
|
$805,128
0.04% of portfolio
|
Q3 2024
Added 11.34%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Oct 29, 2024 Q3 2024 |
1,379
shares
|
$802,219
0.42% of portfolio
|
Q3 2024
Added 14.16%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
1,375
shares
|
$799,892
0.15% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
1,373
shares
|
$798,729
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
1,369
shares
|
$796,402
0.17% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
1,367
shares
|
$795,238
0.22% of portfolio
|
Q4 2024
Reduced 21.53%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
1,359
shares
|
$790,584
0.14% of portfolio
|
Q3 2024
Reduced 9.88%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 28, 2024 Q3 2024 |
1,359
shares
|
$790,584
0.12% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Keystone Financial Services
|
Nov 04, 2024 Q3 2024 |
1,350
shares
|
$785,349
0.26% of portfolio
|
Q3 2024
Added 6.89%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
1,350
shares
|
$785,349
0.02% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Central Bank & Trust CO
|
Oct 30, 2024 Q3 2024 |
1,346
shares
|
$783,022
0.09% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
1,335
shares
|
$776,622
0.03% of portfolio
|
Q3 2024
Added 45.27%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
1,334
shares
|
$776,041
0.3% of portfolio
|
Q1 2024
Reduced 3.61%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 23, 2024 Q3 2024 |
1,328
shares
|
$772,550
0.04% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
1,326
shares
|
$771,387
0.02% of portfolio
|
Q3 2024
Reduced 1.63%
|