Filing Research | MCD - MCDONALDS CORP Institutional Holdings

Snapshot holdings

50 / 1,162 loaded

#		Instrument	quantity
1	Swedbank AB	Shares	1.1MSH	$290.7M
2	BANQUE PICTET & CIE SA	Shares	1.0MSH	$283.3M
3	Assenagon Asset Management S.A.	Shares	556.3KSH	$150.4M
4	DAVENPORT & Co LLC	Shares	410.5KSH	$110.7M
5	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	353.4KSH	$95.5M
6	JOHNSON INVESTMENT COUNSEL INC	Shares	311.5KSH	$84.2M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	299.9KSH	$81.2M
8	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	281.5KSH	$76.1M
9	Welch Group, LLC	Shares	224.8KSH	$60.8M
10	Czech National Bank	Shares	202.2KSH	$54.7M
11	Vest Financial, LLC	Shares	198.7KSH	$53.7M
12	HM PAYSON & CO	Shares	179.8KSH	$48.6M
13	BENJAMIN EDWARDS INC	Shares	176.0KSH	$47.6M
14	Mirae Asset Global Investments Co., Ltd.	Shares	172.7KSH	$46.7M
15	IFM Investors Pty Ltd	Shares	157.3KSH	$42.5M
16	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	156.9KSH	$42.4M
17	ROFFMAN MILLER ASSOCIATES INC /PA/	Shares	148.5KSH	$40.1M
18	EASTERN BANK	Shares	146.0KSH	$39.5M
19	Sequoia Financial Advisors, LLC	Shares	144.1KSH	$39.0M
20	PARK NATIONAL CORP /OH/	Shares	139.7KSH	$37.8M
21	D.A. DAVIDSON & CO.	Shares	138.5KSH	$37.4M
22	FACTORY MUTUAL INSURANCE CO	Shares	134.8KSH	$36.4M
23	GATEWAY INVESTMENT ADVISERS LLC	Shares	134.4KSH	$36.3M
24	MassMutual Private Wealth & Trust, FSB	Shares	126.3KSH	$34.1M
25	PensionDanmark Pensionsforsikringsaktieselskab	Shares	124.4KSH	$33.6M
26	Gradient Investments LLC	Shares	122.6KSH	$33.1M
27	ABN AMRO INVESTMENT SOLUTIONS	Shares	121.5KSH	$32.8M
28	GUYASUTA INVESTMENT ADVISORS INC	Shares	109.6KSH	$29.6M
29	Crossmark Global Holdings, Inc.	Shares	107.3KSH	$29.0M
30	Police & Firemen's Retirement System of New Jersey	Shares	106.7KSH	$28.8M
31	FUKOKU MUTUAL LIFE INSURANCE CO	Shares	104.7KSH	$28.3M
32	Mayflower Financial Advisors, LLC	Shares	99.4KSH	$26.9M
33	Bank Pictet & Cie (Europe) AG	Shares	98.0KSH	$26.5M
34	Union Bancaire Privee, UBP SA	Shares	91.0KSH	$26.4M
35	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	97.0KSH	$26.2M
36	QRG CAPITAL MANAGEMENT, INC.	Shares	96.0KSH	$26.0M
37	ASR Vermogensbeheer N.V.	Shares	92.3KSH	$24.9M
38	FIRST HORIZON CORP	Shares	89.9KSH	$24.3M
39	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	77.8KSH	$21.0M
40	NORTHEAST INVESTMENT MANAGEMENT	Shares	76.4KSH	$20.6M
41	ADAMS DIVERSIFIED EQUITY FUND, INC.	Shares	74.4KSH	$20.1M
42	PBU - The Pension Fund of Early Childhood & Youth Educators	Shares	70.9KSH	$19.2M
43	FARMERS & MERCHANTS INVESTMENTS INC	Shares	68.4KSH	$18.5M
44	Rathbones Group PLC	Shares	66.8KSH	$18.1M
45	Prospera Financial Services Inc	Shares	66.1KSH	$17.9M
46	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	65.9KSH	$17.8M
47	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	61.2KSH	$16.5M
48	INTACT INVESTMENT MANAGEMENT INC.	Shares	60.0KSH	$16.2M
49	Segment Wealth Management, LLC	Shares	57.6KSH	$15.6M
50	Apollon Wealth Management, LLC	Shares	55.7KSH	$15.1M

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Manager changes2026-06-30 vs 2026-03-31

50 / 1,238 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+215.3K	+$44.4M	$150.4M
2	Mayflower Financial Advisors, LLC added	Shares	+94.7K	+$25.4M	$26.9M
3	INTACT INVESTMENT MANAGEMENT INC. added	Shares	+40.6K	+$10.2M	$16.2M
4	J.W. COLE ADVISORS, INC. new	Shares	+36.8K	+$9.9M	$9.9M
5	Fideuram Asset Management (Ireland) dac added	Shares	+22.7K	+$6.4M	$8.0M
6	LBP AM SA added	Shares	+25.4K	+$6.4M	$10.3M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+46.8K	+$4.8M	$81.2M
8	Savoir Faire Capital Management, L.P. added	Shares	+18.5K	+$4.5M	$8.4M
9	Y-Intercept (Hong Kong) Ltd added	Shares	+18.6K	+$4.2M	$10.4M
10	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added	Shares	+49.4K	+$3.9M	$76.1M
11	SCHARF INVESTMENTS, LLC new	Shares	+13.9K	+$3.7M	$3.7M
12	LMCG INVESTMENTS, LLC added	Shares	+14.3K	+$3.7M	$4.8M
13	MATRIX ASSET ADVISORS INC/NY added	Shares	+11.2K	+$3.0M	$3.3M
14	Sawyer & Company, Inc new	Shares	+11.1K	+$3.0M	$3.0M
15	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC new	Shares	+10.8K	+$2.9M	$2.9M
16	Oak Thistle LLC added	Shares	+10.1K	+$2.5M	$4.6M
17	MISSION WEALTH MANAGEMENT, LP added	Shares	+10.9K	+$2.3M	$7.0M
18	G&S Capital LLC new	Shares	+6.2K	+$1.7M	$1.7M
19	RDA Financial Network new	Shares	+5.8K	+$1.6M	$1.6M
20	PARSONS CAPITAL MANAGEMENT INC/RI added	Shares	+7.7K	+$1.4M	$6.5M
21	Trust Asset Management LLC added	Shares	+7.9K	+$1.4M	$3.9M
22	L. Roy Papp & Associates, LLP added	Shares	+6.0K	+$1.3M	$4.1M
23	Envestnet Portfolio Solutions, Inc. added	Shares	+7.0K	+$1.2M	$6.5M
24	Fluent Financial, LLC new	Shares	+4.4K	+$1.2M	$1.2M
25	RMR Wealth Builders added	Shares	+5.3K	+$1.0M	$4.2M
26	DAVENPORT & Co LLC added	CALL	+3.6K	+$936.7K	$1.2M
27	Beaumont Asset Management, L.L.C. new	Shares	+3.2K	+$855.0K	$855.0K
28	Revolve Wealth Partners, LLC added	Shares	+2.6K	+$657.7K	$1.0M
29	OLD NATIONAL BANCORP /IN/ added	Shares	+7.7K	+$647.8K	$11.6M
30	Mosley Wealth Management added	Shares	+2.2K	+$581.8K	$595.2K
31	Advantage Trust Co added	Shares	+2.1K	+$542.0K	$819.6K
32	VIKING FUND MANAGEMENT LLC added	Shares	+5.0K	+$542.0K	$6.8M
33	Granite Group Advisors, LLC new	Shares	+1.9K	+$508.7K	$508.7K
34	Range Financial Group LLC added	Shares	+3.9K	+$498.0K	$4.8M
35	PING CAPITAL MANAGEMENT, INC. added	Shares	+2.1K	+$490.7K	$1.1M
36	Walser Wealth Management Company, A Ltd Liability Co added	Shares	+1.8K	+$467.5K	$683.0K
37	MOLLER WEALTH PARTNERS added	Shares	+1.7K	+$439.2K	$671.7K
38	Strong Tower Advisory Services added	Shares	+3.2K	+$423.1K	$3.8M
39	FORTEM FINANCIAL GROUP, LLC added	Shares	+2.0K	+$408.9K	$1.3M
40	Sage Investment Advisers LLC added	Shares	+1.6K	+$399.8K	$676.8K
41	Navigate Wealth Management, LLC new	Shares	+1.5K	+$389.5K	$389.5K
42	Curated Wealth Partners LLC new	Shares	+55.8K	+$375.0K	$375.0K
43	Cooper Capital Advisors LLC new	Shares	+1.4K	+$366.5K	$366.5K
44	SAX WEALTH ADVISORS, LLC added	Shares	+874	+$354.1K	$5.2M
45	Pictet North America Advisors SA added	Shares	+7.1K	+$352.8K	$12.4M
46	Fisher Funds Management LTD added	Shares	+2.2K	+$334.8K	$2.4M
47	VSM Wealth Advisory, LLC added	Shares	+1.1K	+$303.9K	$324.3K
48	LAFFER TENGLER INVESTMENTS, INC. added	Shares	+5.1K	+$300.1K	$8.6M
49	DAGCO, INC. added	Shares	+1.1K	+$283.6K	$339.6K
50	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+2.7K	+$277.4K	$3.8M

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