Filing Research | MCK - MCKESSON CORP Institutional Holdings

Snapshot holdings

50 / 564 loaded

#		Instrument	quantity
1	Swedbank AB	Shares	793.7KSH	$599.8M
2	Robeco Institutional Asset Management B.V.	Shares	234.8KSH	$177.4M
3	SCHARF INVESTMENTS, LLC	Shares	150.6KSH	$113.8M
4	Alecta Tjanstepension Omsesidigt	Shares	139.5KSH	$105.3M
5	James Hambro & Partners LLP	Shares	134.7KSH	$101.7M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	107.7KSH	$86.3M
7	Union Bancaire Privee, UBP SA	Shares	67.0KSH	$45.1M
8	Assenagon Asset Management S.A.	Shares	54.9KSH	$41.5M
9	Ninety One UK Ltd	Shares	45.0KSH	$34.0M
10	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	38.9KSH	$29.4M
11	BARLOW WEALTH PARTNERS, LLC	Shares	33.8KSH	$27.7M
12	Steigerwald, Gordon & Koch Inc.	Shares	36.2KSH	$27.4M
13	Czech National Bank	Shares	34.2KSH	$25.9M
14	Mirae Asset Global Investments Co., Ltd.	Shares	32.2KSH	$24.3M
15	PensionDanmark Pensionsforsikringsaktieselskab	Shares	30.9KSH	$23.3M
16	Segment Wealth Management, LLC	Shares	30.4KSH	$23.0M
17	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	28.2KSH	$21.3M
18	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	26.6KSH	$20.1M
19	Mediolanum International Funds Ltd	Shares	26.8KSH	$20.0M
20	IFM Investors Pty Ltd	Shares	26.5KSH	$20.0M
21	BURNEY CO/	Shares	25.5KSH	$19.3M
22	Crossmark Global Holdings, Inc.	Shares	24.3KSH	$18.4M
23	Townsend & Associates, Inc	Shares	21.9KSH	$18.2M
24	ABN AMRO INVESTMENT SOLUTIONS	Shares	23.2KSH	$17.5M
25	LBP AM SA	Shares	21.3KSH	$16.1M
26	Merit Financial Group, LLC	Shares	21.2KSH	$16.0M
27	GHP Investment Advisors, Inc.	Shares	20.7KSH	$15.6M
28	Police & Firemen's Retirement System of New Jersey	Shares	18.4KSH	$13.9M
29	ASR Vermogensbeheer N.V.	Shares	17.6KSH	$13.3M
30	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	17.3KSH	$13.1M
31	Brookstone Capital Management	Shares	17.3KSH	$13.1M
32	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	17.0KSH	$12.8M
33	TOTH FINANCIAL ADVISORY CORP	Shares	16.2KSH	$12.3M
34	Rathbones Group PLC	Shares	16.1KSH	$12.2M
35	Y-Intercept (Hong Kong) Ltd	Shares	14.9KSH	$11.3M
36	PARK NATIONAL CORP /OH/	Shares	14.5KSH	$10.9M
37	Spire Wealth Management	Shares	14.0KSH	$10.6M
38	FIRST HORIZON CORP	Shares	13.7KSH	$10.4M
39	Raub Brock Capital Management LP	Shares	13.6KSH	$10.2M
40	PATTON ALBERTSON MILLER GROUP, LLC	Shares	12.5KSH	$9.4M
41	BALDWIN WEALTH PARTNERS LLC/MA	Shares	12.1KSH	$9.2M
42	Burton Enright Welch	Shares	11.7KSH	$8.9M
43	United Asset Strategies, Inc.	Shares	11.4KSH	$8.6M
44	Hennion & Walsh Asset Management, Inc.	Shares	11.1KSH	$8.4M
45	Fisher Funds Management LTD	Shares	10.9KSH	$8.2M
46	Legacy Private Trust Co.	Shares	10.8KSH	$8.2M
47	Fideuram Asset Management (Ireland) dac	Shares	10.4KSH	$8.1M
48	Bogart Wealth, LLC	Shares	10.3KSH	$7.8M
49	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	10.2KSH	$7.7M
50	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	9.9KSH	$7.5M

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

50 / 622 loaded

#		Instrument
1	BARLOW WEALTH PARTNERS, LLC added	Shares	+16.6K	+$12.8M	$27.7M
2	Union Bancaire Privee, UBP SA added	Shares	+26.8K	+$12.2M	$45.1M
3	LBP AM SA added	Shares	+16.8K	+$12.2M	$16.1M
4	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+15.6K	+$10.9M	$17.5M
5	Counterpoint Mutual Funds LLC new	Shares	+9.4K	+$7.1M	$7.1M
6	Fideuram Asset Management (Ireland) dac added	Shares	+9.2K	+$7.0M	$8.1M
7	Deane Retirement Strategies, Inc. new	Shares	+6.7K	+$5.1M	$5.1M
8	Oak Thistle LLC added	Shares	+5.1K	+$3.5M	$6.6M
9	Nilsine Partners, LLC added	Shares	+4.0K	+$2.7M	$6.6M
10	Kepler Cheuvreux (Suisse) SA added	Shares	+3.2K	+$2.2M	$4.4M
11	Abundance Wealth Counselors added	Shares	+3.3K	+$2.0M	$5.5M
12	WEDGE CAPITAL MANAGEMENT L L P/NC added	Shares	+7.1K	+$1.9M	$29.4M
13	HM PAYSON & CO added	Shares	+2.8K	+$1.8M	$4.3M
14	Jones Kertz & Associates, Inc. new	Shares	+2.0K	+$1.5M	$1.5M
15	Pacific Excel Wealth Advisors, Inc. new	Shares	+1.8K	+$1.3M	$1.3M
16	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+2.3K	+$1.3M	$4.3M
17	Secure Asset Management, LLC added	Shares	+1.8K	+$1.3M	$1.6M
18	Park Edge Advisors, LLC new	Shares	+1.7K	+$1.3M	$1.3M
19	ARWA LLC new	Shares	+1.3K	+$1.1M	$1.1M
20	FULCRUM WEALTH ADVISORS, LLC added	Shares	+1.8K	+$1.1M	$3.0M
21	BayBridge Capital Group, LLC added	Shares	+1.4K	+$1.0M	$1.5M
22	MEITAV INVESTMENT HOUSE LTD new	Shares	+1.3K	+$1.0M	$1.0M
23	Baader Bank Aktiengesellschaft new	Shares	+1.3K	+$975.5K	$975.5K
24	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added	Shares	+1.4K	+$719.8K	$3.2M
25	E. Ohman J:or Asset Management AB added	Shares	+1.5K	+$519.3K	$5.4M
26	Townsend & Associates, Inc added	Shares	+554	+$508.3K	$18.2M
27	Greater Midwest Financial Group, LLC added	Shares	+1.5K	+$485.5K	$5.6M
28	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	PUT	+600	+$480.7K	$480.7K
29	Human Investing LLC new	Shares	+605	+$457.2K	$457.2K
30	Curated Wealth Partners LLC new	Shares	+53.2K	+$439.9K	$439.9K
31	Bogart Wealth, LLC added	Shares	+1.7K	+$376.5K	$7.8M
32	Graphene Investments SAS added	Shares	+1.0K	+$360.5K	$3.5M
33	Ellsworth Advisors, LLC new	Shares	+438	+$349.2K	$349.2K
34	Vertrix Wealth Management, LLC added	Shares	+1.1K	+$333.1K	$4.4M
35	KLEIN PAVLIS & PEASLEY FINANCIAL, INC. added	Shares	+642	+$316.8K	$1.6M
36	Fragasso Financial Advisors Inc new	Shares	+412	+$311.3K	$311.3K
37	American State Bank (Iowa) new	Shares	+397	+$300.0K	$300.0K
38	Interchange Capital Partners, LLC added	Shares	+321	+$289.2K	$841.9K
39	TFC Financial Management, Inc. added	Shares	+389	+$284.7K	$357.4K
40	Sierra Legacy Group new	Shares	+376	+$284.1K	$284.1K
41	Capital Advisors Wealth Management, LLC new	Shares	+360	+$272.3K	$272.3K
42	SHEETS SMITH WEALTH MANAGEMENT new	Shares	+347	+$262.2K	$262.2K
43	EAGLE ROCK INVESTMENT COMPANY, LLC added	Shares	+1.0K	+$246.3K	$4.4M
44	Community Financial Services Group, LLC added	Shares	+348	+$245.6K	$427.0K
45	VISIONARY HORIZONS, LLC new	Shares	+325	+$245.6K	$245.6K
46	Investors Research Corp new	Shares	+321	+$242.5K	$242.5K
47	VIEWPOINT INVESTMENT PARTNERS CORP added	Shares	+200	+$212.2K	$528.9K
48	GREENWOOD GEARHART LLC new	Shares	+274	+$207.0K	$207.0K
49	Optivise Advisory Services LLC new	Shares	+269	+$203.5K	$203.5K
50	MISSION WEALTH MANAGEMENT, LP added	Shares	+593	+$187.7K	$2.2M

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