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McDonald's (MCD) Institutional Ownership

McDonald's logo
$255.69 -3.94 (-1.52%)
As of 09/4/2026 03:58 PM Eastern
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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)
2161
Total
Institutional Inflows
(last 12 months)
$97.75B
Number of
Institutional Sellers
(last 12 months)
1734
Total
Institutional Outflows
(last 12 months)
$8.72B
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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
9/4/2026 Parkside Financial Bank & Trust7,513$2.03M0.1%+4.2%0.001%
9/3/2026 Anchor Capital Advisors LLC66,370$17.94M0.3%-3.2%0.009%
8/27/2026 Corient Private Wealth LP745,825$201.60M0.3%-13.1%0.105%
8/26/2026 HORAN Wealth LLC1,615$436K0.1%-46.6%0.000%
8/26/2026 Amundi3,520,334$951.58M0.2%-13.4%0.497%
8/26/2026 Wellington Grp LLC879$238K0.1%-6.2%0.000%
8/26/2026 Brown Financial Advisors5,214$1.41M0.5%-6.3%0.001%
8/26/2026 HighTower Advisors LLC1,471,725$397.82M0.4%+7.1%0.208%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al258,769$69.95M0.4%N/A0.037%
8/25/2026 Financial Insights Inc.2,212$598K0.2%-3.5%0.000%
8/24/2026 Strategic Financial Services Inc.1,518$410K0.0%-28.8%0.000%
8/24/2026 Carlson Financial Inc.1,827$494K0.3%+5.1%0.000%
8/24/2026 Vancity Investment Management Ltd2,124$574K0.1%+12.0%0.000%
8/24/2026 California State Teachers Retirement System302,891,546$81.87B0.2%+27,036.7%42.803%
8/23/2026 Tanager Wealth Management LLP1,232$333K0.0%-13.1%0.000%
8/23/2026 DMC Group LLC1,815$491K0.3%-22.7%0.000%
8/23/2026 Washington Trust Advisors Inc.1,291$349K0.0%-69.9%0.000%
8/23/2026 Ameritas Advisory Services LLC7,589$2.05M0.0%-10.1%0.001%
8/23/2026 Guardian Wealth Advisors LLC NC3,392$917K0.1%-16.1%0.000%
8/23/2026 Wedmont Private Capital5,942$1.63M0.0%-31.3%0.001%
8/23/2026 Kintra Wealth LLC5,132$1.40M0.1%+71.1%0.001%
8/23/2026 POM Investment Strategies LLC174$47K0.1%+46.2%0.000%
8/23/2026 Operose Advisors LLC5,890$1.59M0.3%-2.1%0.001%
8/23/2026 HB Wealth Management LLC82,678$22.35M0.1%-4.9%0.012%
8/23/2026 Nilsine Partners LLC20,271$5.48M0.4%+4.2%0.003%
8/23/2026 Saudi Central Bank144,728$38.87M0.5%+19.3%0.020%
8/23/2026 Angeles Wealth Management LLC6,561$1.77M0.1%-10.0%0.001%
8/23/2026 Azimuth Capital Investment Management LLC23,054$6.23M0.2%-2.1%0.003%
8/23/2026 Unique Wealth LLC3,414$923K0.1%-2.3%0.000%
8/22/2026 Advisory Solutions Group LLC2,065$558K0.2%N/A0.000%
8/22/2026 Compass Financial Management LLC434$117K0.0%N/A0.000%
8/22/2026 NI Acquisitions Company LLC427$115K0.0%N/A0.000%
8/22/2026 NBH Bank4,723$1.28M0.5%N/A0.001%
8/22/2026 Shah Wealth Advisors LLC1,471$398K0.1%N/A0.000%
8/22/2026 MW Advisory LLC1,068$289K0.1%N/A0.000%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC1,891$511K0.2%N/A0.000%
8/22/2026 Markowski Investments4,193$1.13M0.2%N/A0.001%
8/22/2026 Old Mission Investment Co LLC986$266K0.1%N/A0.000%
8/22/2026 Montgomery Financial Services LLC208$56K0.0%N/A0.000%
8/22/2026 Highland Investment Advisors LLC1,309$354K0.2%N/A0.000%
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8/22/2026 Oakmont Investment Advisors Inc.1,834$496K0.3%N/A0.000%
8/22/2026 Odyssean LLC3,127$845K0.1%+88.5%0.000%
8/22/2026 Cornerstone Advisors Asset Management LLC1,350$365K0.0%-5.5%0.000%
8/22/2026 Shum Financial Group Inc.849$229K0.1%-20.7%0.000%
8/22/2026 Baypointe Partners LLC7,142$1.93M4.6%+27.5%0.001%
8/22/2026 Raiffeisen Bank International AG18,458$4.93M0.1%+17.2%0.003%
8/22/2026 Investor s Fiduciary Advisor Network LLC1,962$530K0.2%-6.1%0.000%
8/22/2026 Copley Financial Group Inc.1,075$291K0.1%-33.0%0.000%
8/22/2026 Tudor Financial Inc.1,636$442K0.2%-69.0%0.000%
8/22/2026 Sapient Capital LLC7,284$1.97M0.0%-26.7%0.001%
8/22/2026 Rogco LP4,096$1.11M0.3%+5.8%0.001%
8/22/2026 Syon Capital LLC7,248$1.96M0.1%-33.0%0.001%
8/22/2026 TD Waterhouse Canada Inc.441,443$119.01M0.3%-1.7%0.062%
8/22/2026 Premier Path Wealth Partners LLC5,247$1.42M0.2%-1.6%0.001%
8/22/2026 Lakeshore Financial Planning Inc.2,249$608K0.2%-4.2%0.000%
8/22/2026 Concurrent Investment Advisors LLC80,457$21.75M0.2%+15.1%0.011%
8/22/2026 NEOS Investment Management LLC115,562$31.24M0.1%+10.1%0.016%
8/21/2026 AXQ Capital LP8,345$2.26M0.2%N/A0.001%
8/21/2026 Montz Harcus Wealth Management LLC1,707$461K0.2%-11.2%0.000%
8/21/2026 KFG Wealth Management LLC2,228$602K0.1%-9.1%0.000%
8/21/2026 Carter Financial Group INC.1,058$286K0.2%+8.3%0.000%
8/21/2026 Athena Investment Management2,349$635K0.4%-41.0%0.000%
8/21/2026 Strengthening Families & Communities LLC7,970$2.15M0.5%+1.3%0.001%
8/21/2026 Beacon Capital Management LLC1,044$282K0.0%+10.4%0.000%
8/21/2026 Greenspring Advisors LLC2,002$541K0.0%+42.1%0.000%
8/21/2026 Paragon Private Wealth Management LLC4,132$1.12M0.3%-4.8%0.001%
8/21/2026 Mayport LLC1,167$315K0.1%-10.4%0.000%
8/21/2026 Outfitters Financial LLC5,555$1.50M1.1%-1.5%0.001%
8/21/2026 Continuum Advisory LLC4,215$1.14M0.1%+2.8%0.001%
8/21/2026 Nykredit A S260,935$70.53M0.2%N/A0.037%
8/21/2026 InTrack Investment Management Inc5,371$1.45M0.7%-15.4%0.001%
8/21/2026 B. Metzler seel. Sohn & Co. AG631,407$170.68M1.5%-16.6%0.089%
8/21/2026 MBA Advisors LLC3,716$1.01M0.3%+2.1%0.001%
8/21/2026 PYA Waltman Capital LLC6,860$1.85M0.5%+52.0%0.001%
8/21/2026 Sunburst Financial Group LLC936$253K0.0%N/A0.000%
8/21/2026 Atticus Wealth Management LLC1,993$539K0.1%-5.8%0.000%
8/21/2026 Natural Investments LLC1,458$394K0.1%+4.0%0.000%
8/21/2026 XML Financial LLC7,130$1.93M0.1%-3.5%0.001%
8/21/2026 Beacon Financial Advisory LLC7,017$1.90M0.4%-2.2%0.001%
8/21/2026 KFA Private Wealth Group LLC3,664$991K0.3%-25.1%0.001%
8/21/2026 Sound Financial Strategies Group LLC1,286$348K0.2%+3.8%0.000%
8/21/2026 Symphony Financial Ltd. Co.7,995$2.14M0.2%-1.2%0.001%
8/21/2026 Secure Asset Management LLC16,379$4.43M0.6%+11.1%0.002%
8/21/2026 Banco de Sabadell S.A10,390$2.81M1.6%+18.3%0.001%
8/21/2026 Chesapeake Wealth Management10,280$2.78M0.8%-3.7%0.001%
8/21/2026 Retirement Income Solutions Inc.1,500$405K0.1%+42.9%0.000%
8/21/2026 Independence Bank of Kentucky10,629$2.87M0.3%+17.7%0.002%
8/21/2026 Bedel Financial Consulting Inc.6,974$1.89M0.2%-2.0%0.001%
8/21/2026 Investors Research Corp287$78K0.0%-54.4%0.000%
8/21/2026 Legacy Financial Advisors Inc.5,346$1.45M0.2%-7.7%0.001%
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8/20/2026 First PREMIER Bank16,588$4.48M0.7%+5.6%0.002%
8/20/2026 Proficio Capital Partners LLC2,855$772K0.0%N/A0.000%
8/20/2026 Community Bank & Trust Waco Texas25,142$6.80M1.2%-0.4%0.004%
8/20/2026 Nwam LLC5,528$1.49M0.1%+10.1%0.001%
8/20/2026 Clifford Swan Investment Counsel LLC76,533$20.69M0.7%-1.6%0.011%
8/20/2026 Rehmann Capital Advisory Group7,794$2.11M0.1%-2.5%0.001%
8/20/2026 NS Partners Ltd41,072$11.10M0.5%-64.9%0.006%
8/20/2026 Covington Investment Advisors Inc.25,011$6.76M0.9%-1.0%0.004%
8/20/2026 JNBA Financial Advisors5,155$1.39M0.1%+10.6%0.001%
8/20/2026 Advocacy Wealth Management LLC1,491$403K0.0%-6.0%0.000%


MCD Institutional Ownership - Frequently Asked Questions

During the previous two years, 3,871 institutional investors and hedge funds held shares of McDonald's. The most heavily invested institutionals were California State Teachers Retirement System ($81.87B), Vanguard Group Inc. ($22.11B), State Street Corp ($11.00B), Geode Capital Management LLC ($5.20B), Morgan Stanley ($4.67B), Bank of America Corp DE ($3.78B), and Price T Rowe Associates Inc. MD ($2.90B).Learn more on McDonald's' institutional investors.

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

Of the 3,273 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: California State Teachers Retirement System ($301.79M), Norges Bank ($28.38M), Laurel Wealth Advisors LLC ($5.72M), Bank of New York Mellon Corp ($5.12M), Soundwatch Capital LLC ($4.83M), Nuveen LLC ($4.24M), and GAMMA Investing LLC ($3.50M).

Institutional investors have bought a total of 355,402,845 shares in the last 24 months. This purchase volume represents approximately $97.75B in transactions.

Of the 1,734 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: Laurel Wealth Advisors LLC ($5.72M), Wellington Management Group LLP ($4.71M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($2.50M), Amundi ($1.05M), Lazard Asset Management LLC ($1.02M), Capital Research Global Investors ($643.55K), and Rathbones Group PLC ($562.69K).

Institutional investors have sold a total of 28,878,871 shares in the last 24 months. This volume of shares sold represents approximately $8.72B in transactions.


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Institutional ownership data for NYSE:MCD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/4/2026. New 13F filings are added each quarter as they're published.
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