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McDonald's (MCD) Institutional Ownership

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$273.09
-2.51 (-0.91%)
(As of 04/26/2024 ET)
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Institutional Ownership Changes (13F Filings) for McDonald's (NYSE:MCD)

Current
Institutional Ownership
Percentage
70.29%
Number of
Institutional Buyers
(last 12 months)
2065
Total
Institutional Inflows
(last 12 months)
$150.26B
Number of
Institutional Sellers
(last 12 months)
1770
Total
Institutional Outflows
(last 12 months)
$8.48B
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MCD Institutional Buying and Selling by Quarter

McDonald's Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/27/2024 Weatherly Asset Management L. P.4,378$1.23M0.1%+0.9%0.001%
4/27/2024Vigilare Wealth Management1,231$347K0.2%-43.8%0.000%
4/27/2024Nadler Financial Group Inc.8,149$2.30M0.3%+86.5%0.001%
4/27/2024NORTHSTAR ASSET MANAGEMENT Co LLC4,951$1.40M0.3%+2.0%0.001%
4/27/2024Conning Inc.124,524$35.04M1.1%+11.1%0.017%
4/27/2024Finer Wealth Management Inc.8,003$2.26M1.5%+9.8%0.001%
4/27/2024Signature Wealth Management Partners LLC865$244K0.2%-6.1%0.000%
4/27/2024Capital Performance Advisors LLP834$235K0.1%+14.2%0.000%
4/26/2024Pinnacle Associates Ltd.55,167$15.55M0.2%+0.5%0.008%
4/26/2024Trueblood Wealth Management LLC6,952$1.96M1.1%+3.2%0.001%
4/26/2024Sterling Investment Counsel LLC3,792$1.07M0.5%+3.8%0.001%
4/26/2024Securian Asset Management Inc.42,722$12.05M0.4%-7.0%0.006%
4/26/2024Aspen Investment Management Inc1,070$302K0.2%-18.8%0.000%
4/26/2024BLB&B Advisors LLC35,098$9.90M0.6%+2.8%0.005%
4/26/2024UMB Bank n.a.139,752$39.40M0.6%-19.7%0.019%
4/26/2024Carlton Hofferkamp & Jenks Wealth Management LLC2,355$649K0.3%+1.9%0.000%
4/26/2024Narwhal Capital Management734$207K0.0%N/A0.000%
4/26/2024MBA Advisors LLC3,712$1.05M0.5%-2.1%0.001%
4/26/2024Cottonwood Capital Advisors LLC3,984$1.06M0.8%+4.1%0.001%
4/26/2024Highview Capital Management LLC DE 1,203$339K0.2%-60.9%0.000%
4/26/2024Prestige Wealth Management Group LLC3,277$924K0.2%-2.0%0.000%
4/26/2024GUNN & Co INVESTMENT MANAGEMENT INC.13,506$3.81M2.9%-92.0%0.002%
4/26/2024Northwest Bancshares Inc.4,382$1.24M0.2%+6.6%0.001%
4/26/2024Yousif Capital Management LLC111,287$31.38M0.3%-2.8%0.015%
4/26/2024Schmidt P J Investment Management Inc.31,860$8.98M1.7%-2.6%0.004%
4/26/2024YHB Investment Advisors Inc.34,983$9.86M0.9%+0.2%0.005%
4/26/2024SlateStone Wealth LLC16,014$4.52M0.5%+20.3%0.002%
4/26/2024ZWJ Investment Counsel Inc.3,980$1.12M0.1%-15.4%0.001%
4/26/2024Opus Capital Group LLC2,231$629K0.1%-4.3%0.000%
4/26/2024First National Trust Co85,899$24.22M1.0%-2.4%0.012%
4/26/2024McKinley Carter Wealth Services Inc.12,004$3.39M0.2%-0.5%0.002%
4/26/2024Mitchell & Pahl Private Wealth LLC7,985$2.25M1.2%+2.7%0.001%
4/26/2024Clear Creek Financial Management LLC1,294$365K0.0%-6.3%0.000%
4/26/2024Members Trust Co4,622$1.30M0.0%-5.2%0.001%
4/26/2024SYSTM Wealth Solutions LLC3,967$1.12M0.1%+7,678.4%0.001%
4/26/2024Sumitomo Life Insurance Co.16,273$4.59M0.1%-3.1%0.002%
4/26/2024First Personal Financial Services13,867$3.91M0.9%-5.6%0.002%
4/26/2024Pioneer Trust Bank N A OR14,973$4.22M1.2%-6.9%0.002%
4/26/2024Chicago Partners Investment Group LLC18,715$5.18M0.2%+3.7%0.003%
4/26/2024 Mesirow Financial Investment Management Inc.60,002$16.92M0.4%N/A0.008%
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4/26/2024Patrick M Sweeney & Associates Inc.3,294$929K0.8%+1.8%0.000%
4/26/2024MONECO Advisors LLC3,747$1.06M0.2%-4.5%0.001%
4/26/2024LifePro Asset Management774$218K0.1%N/A0.000%
4/26/2024Sigma Investment Counselors Inc.835$236K0.0%-26.5%0.000%
4/26/2024Verdence Capital Advisors LLC11,811$3.33M0.3%-4.4%0.002%
4/26/2024Robinson Smith Wealth Advisors LLC743$209K0.2%-10.7%0.000%
4/26/2024Focused Investors Fund L P454,300$128.09M4.0%N/A0.063%
4/26/2024Tritonpoint Wealth LLC10,603$3.15M0.3%-31.4%0.001%
4/26/2024Meridian Wealth Management LLC9,215$2.60M0.4%+8.1%0.001%
4/26/2024Bogart Wealth LLC27,427$7.73M0.4%+5.8%0.004%
4/25/2024Alta Capital Management LLC11,283$3.18M0.2%+7.8%0.002%
4/25/2024Lindbrook Capital LLC5,483$1.55M0.1%-4.6%0.001%
4/25/2024New York State Teachers Retirement System683,513$192.72M0.4%-3.1%0.095%
4/25/2024Values Added Financial LLC1,001$282K0.2%-21.7%0.000%
4/25/2024Lodestar Private Asset Management LLC2,250$634K0.1%-6.4%0.000%
4/25/2024Mendota Financial Group LLC109$31K0.0%-35.9%0.000%
4/25/2024Human Investing LLC2,963$835K0.2%-2.9%0.000%
4/25/2024Center for Financial Planning Inc.3,280$925K0.1%+2.6%0.000%
4/25/2024TRUE Private Wealth Advisors2,687$758K0.1%-10.3%0.000%
4/25/2024Adell Harriman & Carpenter Inc.34,338$9.68M0.8%-3.0%0.005%
4/25/2024Bank of New York Mellon Corp6,057,571$1.71B0.3%-5.0%0.840%
4/25/2024Strategy Asset Managers LLC2,865$808K0.2%-34.7%0.000%
4/25/2024Carmel Capital Partners LLC2,221$626K0.3%+87.7%0.000%
4/25/2024Borer Denton & Associates Inc.10,936$3.08M1.1%-4.5%0.002%
4/25/2024Bridges Investment Management Inc.49,354$13.92M0.4%-4.0%0.007%
4/25/2024Equitable Trust Co.18,300$5.16M0.4%+5.2%0.003%
4/25/2024Schnieders Capital Management LLC12,805$3.61M0.7%-1.3%0.002%
4/25/2024Smith Chas P & Associates PA Cpas172,967$48.77M2.9%+2.7%0.024%
4/25/2024Oldfather Financial Services LLC2,475$698K0.3%-1.6%0.000%
4/25/2024Advocate Group LLC27,023$7.62M1.5%+8.9%0.004%
4/25/2024Capital Investment Advisory Services LLC7,990$2.25M0.2%-3.9%0.001%
4/25/2024HTLF Bank10,056$2.84M0.3%-1.6%0.001%
4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 320,471$90.36M0.3%-2.2%0.044%
4/25/2024L.M. Kohn & Company5,310$1.50M0.4%+1.9%0.001%
4/25/2024Benedict Financial Advisors Inc.25,168$7.10M1.8%-0.7%0.003%
4/25/2024MTM Investment Management LLC1,174$331K0.1%+3.3%0.000%
4/25/2024Fjarde AP Fonden Fourth Swedish National Pension Fund164,970$46.51M0.5%+6.7%0.023%
4/25/2024Investment Advisory Services Inc. TX ADV19,264$5.43M2.0%-2.4%0.003%
4/25/2024Aaron Wealth Advisors LLC4,912$1.39M0.2%+19.2%0.001%
4/25/2024Eudaimonia Partners LLC7,121$2.01M0.5%-1.2%0.001%
4/25/2024Eudaimonia Advisors LLC2,820$795K0.4%+2.3%0.000%
4/25/2024Presidio Capital Management LLC1,137$321K0.2%+9.6%0.000%
4/25/2024Peterson Financial Group Inc.9,415$2.66M1.5%+18.5%0.001%
4/25/2024Olistico Wealth LLC3,857$1.09M0.8%+10.0%0.001%
4/25/2024Grace & White Inc. NY4,500$1.27M0.2%-14.3%0.001%
4/25/2024Telos Capital Management Inc.21,343$6.02M0.7%+1.2%0.003%
4/25/2024Kercheville Advisors LLC9,082$2.56M1.2%+6.8%0.001%
4/25/2024Argus Investors Counsel Inc.9,916$2.80M1.7%-8.6%0.001%
4/25/2024 Freedom Day Solutions LLC5,955$1.68M0.6%-1.4%0.001%
4/25/2024 Summit Financial LLC9,576$2.70M0.2%+2.8%0.001%
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4/25/2024 IAG Wealth Partners LLC827$233K0.1%+99.8%0.000%
4/25/2024 Albert D Mason Inc.5,929$1.67M1.0%+1.2%0.001%
4/25/2024 Cambridge Investment Research Advisors Inc.206,187$58.13M0.2%+3.1%0.029%
4/25/2024 Heirloom Wealth Management27,308$7.70M2.6%-2.3%0.004%
4/24/2024 Private Trust Co. NA15,554$4.39M0.5%+1.3%0.002%
4/24/2024 Leavell Investment Management Inc.35,758$10.08M0.6%-4.8%0.005%
4/24/2024 Patton Albertson Miller Group LLC5,685$1.60M0.2%-1.6%0.001%
4/24/2024 Wolff Financial Management LLC5,133$1.45M0.4%-2.2%0.001%
4/24/2024 Family Legacy Inc.4,813$1.36M0.5%-1.0%0.001%
4/24/2024 Verity & Verity LLC495,456$140K0.0%N/A0.069%
(Data available from 1/1/2016 forward)

MCD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MCD shares?

During the previous two years, 3,317 institutional investors and hedge funds held shares of McDonald's. The most heavily invested institutionals were Aspire Private Capital LLC ($26.56B), Vanguard Group Inc. ($20.47B), BlackRock Inc. ($14.31B), State Street Corp ($10.17B), Geode Capital Management LLC ($4.24B), Wellington Management Group LLP ($3.50B), and Morgan Stanley ($3.35B).Learn more on MCD's institutional investors.

What percentage of McDonald's stock is owned by institutional investors?

70.29% of McDonald's stock is owned by institutional investors. Learn more on MCD's institutional investor holdings.

Which institutional investors have been buying McDonald's stock?

Of the 2,851 institutional investors that purchased McDonald's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($456.70M), Norges Bank ($9.06M), Gallagher Fiduciary Advisors LLC ($5.61M), Price T Rowe Associates Inc. MD ($2.87M), Vanguard Group Inc. ($2.23M), International Assets Investment Management LLC ($2.23M), and Capital World Investors ($2.21M).

How much institutional buying is happening at McDonald's?

Institutional investors have bought a total of 543,224,126 shares in the last 24 months. This purchase volume represents approximately $159.74B in transactions.

Which McDonald's major shareholders have been selling company stock?

Of the 2,330 institutional investors that sold McDonald's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($5.02M), Magellan Asset Management Ltd ($4.58M), BlackRock Inc. ($2.91M), State Street Corp ($2.63M), Hudson Bay Capital Management LP ($2.41M), Capital Research Global Investors ($2.37M), and Renaissance Technologies LLC ($2.26M).

How much institutional selling is happening at McDonald's?

Institutional investors have sold a total of 69,209,686 shares in the last 24 months. This volume of shares sold represents approximately $18.22B in transactions.


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This page (NYSE:MCD) was last updated on 4/28/2024 by MarketBeat.com Staff

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