McDonald's (MCD) Institutional Ownership

$263.64

-4.08 (-1.52%)

(As of 04:26 PM ET)

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Today's Range: $262.29
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$267.94
50-Day Range: $267.76
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$296.97
52-Week Range: $230.58
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$299.35

Volume: 2.70 million shs
Average Volume: 2.54 million shs
Market Capitalization: $192.13 billion

P/E Ratio: 24.25
Dividend Yield: 2.31%
Price Target: $323.63

Current Institutional Ownership Percentage: 67.60%
Number of Institutional Buyers (last 12 months): 2095
Total Institutional Inflows (last 12 months): $154.32 B

Number of Institutional Sellers (last 12 months): 1787
Total Institutional Outflows (last 12 months): $8.46 B

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MCD Institutional Buying and Selling by Quarter

McDonald's Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/26/2023	Intrepid Capital Management Inc.	395	$0.12M	0.1%	N/A	0.000%
9/26/2023	M Holdings Securities Inc.	5,655	$1.69M	0.3%	-47.4%	0.001%
9/21/2023	Baystate Wealth Management LLC	2,492	$0.74M	0.1%	+21.7%	0.000%
9/19/2023	Birmingham Capital Management Co. Inc. AL	35,333	$10.54M	4.4%	-3.1%	0.005%
9/18/2023	Cape ANN Savings Bank	6,930	$2.07M	1.4%	-5.1%	0.001%
9/14/2023	Proquility Private Wealth Partners LLC	3,450	$1.03M	0.4%	-2.3%	0.000%
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9/13/2023	CGC Financial Services LLC	284	$85K	0.1%	N/A	0.000%
9/12/2023	Farther Finance Advisors LLC	4,984	$1.49M	0.3%	+281.6%	0.001%
9/12/2023	Davidson Kempner Capital Management LP	327,106	$97.61M	2.0%	-7.6%	0.045%
9/12/2023	DCM Advisors LLC	11,866	$3.54M	1.5%	-1.3%	0.002%
9/8/2023	Tucker Asset Management LLC	2,073	$0.62M	0.2%	+84.8%	0.000%
9/7/2023	Scarborough Advisors LLC	673	$0.20M	0.0%	N/A	0.000%
9/7/2023	ST Germain D J Co. Inc.	16,646	$4.97M	0.3%	N/A	0.002%
9/5/2023	Westshore Wealth LLC	2,245	$0.67M	0.3%	-12.0%	0.000%
9/1/2023	Portside Wealth Group LLC	6,106	$1.82M	0.2%	N/A	0.001%
9/1/2023	Manhattan West Asset Management LLC	777	$0.23M	0.1%	-26.1%	0.000%
8/30/2023	Western Wealth Management LLC	16,029	$4.78M	0.4%	-0.5%	0.002%
8/30/2023	Strait & Sound Wealth Management LLC	741	$0.22M	0.2%	-68.7%	0.000%
8/28/2023	Lavaca Capital LLC	7,117	$2.12M	0.6%	-10.7%	0.001%
8/25/2023	Eubel Brady & Suttman Asset Management Inc.	1,711	$0.51M	0.1%	-5.4%	0.000%
8/25/2023	Brown Shipley& Co Ltd	4,082	$1.22M	0.5%	-2.8%	0.001%
8/24/2023	ProVise Management Group LLC	8,520	$2.54M	0.2%	-8.8%	0.001%
8/23/2023	Stonebridge Capital Advisors LLC	59,556	$17.77M	1.9%	-0.3%	0.008%
8/23/2023	Headinvest LLC	5,154	$1.49M	0.3%	-1.1%	0.001%
8/23/2023	Rehmann Capital Advisory Group	8,197	$2.45M	0.2%	+6.9%	0.001%
8/23/2023	Rappaport Reiches Capital Management LLC	1,320	$0.39M	0.2%	-12.8%	0.000%
8/23/2023	Dunhill Financial LLC	926	$0.26M	0.2%	N/A	0.000%
8/22/2023	Old North State Trust LLC	3,759	$1.12M	0.8%	-1.2%	0.001%
8/22/2023	Virginia Retirement Systems ET AL	124,979	$37.30M	0.4%	N/A	0.017%
8/22/2023	Comerica Bank	466,764	$1.39B	1.3%	N/A	0.064%
8/22/2023	Asset Dedication LLC	21,046	$6.27M	0.5%	+2.6%	0.003%
8/21/2023	BOKF NA	120,912	$36.08M	0.7%	-2.4%	0.017%
8/21/2023	VisionPoint Advisory Group LLC	155	$46K	0.0%	N/A	0.000%
8/21/2023	Vestor Capital LLC	51,876	$15.48M	1.6%	+1.1%	0.007%
8/21/2023	California State Teachers Retirement System	1,213,019	$361.98M	0.5%	-5.7%	0.166%
8/21/2023	Osaic Holdings Inc.	439,765	$131.20M	0.2%	+1.3%	0.060%
8/21/2023	Teachers Retirement System of The State of Kentucky	105,433	$31.46M	0.3%	-3.6%	0.014%
8/17/2023	Orion Portfolio Solutions LLC	38,274	$11.42M	0.1%	+980.9%	0.005%
8/17/2023	Stansberry Asset Management LLC	34,301	$10.24M	1.9%	-29.5%	0.005%
8/17/2023	Coppell Advisory Solutions LLC	5,704	$1.68M	0.5%	+20.1%	0.001%

8/17/2023	Imprint Wealth LLC	5,464	$1.63M	0.1%	+6.3%	0.001%
8/17/2023	Howard Capital Management Group LLC	104,569	$31.20M	2.9%	-1.6%	0.014%
8/16/2023	Vestor Capital LLC	5,459	$1.63M	0.1%	-89.4%	0.001%
8/16/2023	Wambolt & Associates LLC	9,709	$2.90M	0.6%	+2.5%	0.001%
8/16/2023	Armstrong Fleming & Moore Inc	1,137	$0.34M	0.3%	N/A	0.000%
8/16/2023	Resources Management Corp CT ADV	71,340	$21.29M	3.3%	+22,193.8%	0.010%
8/16/2023	CreativeOne Wealth LLC	10,229	$3.05M	0.1%	-44.9%	0.001%
8/16/2023	PCA Investment Advisory Services Inc.	1,627	$0.49M	0.3%	+2.6%	0.000%
8/16/2023	Sunbelt Securities Inc.	8,587	$2.56M	0.4%	+3.3%	0.001%
8/16/2023	Verity Asset Management Inc.	2,028	$0.61M	0.4%	-53.6%	0.000%
8/16/2023	GTS Securities LLC	1,597	$0.48M	0.0%	N/A	0.000%
8/16/2023	National Pension Service	1,212,055	$356.91M	0.6%	+7.1%	0.166%
8/15/2023	Alliancebernstein L.P.	1,419,118	$423.48M	0.2%	-7.3%	0.195%
8/15/2023	Tradewinds LLC.	4,250	$1.27M	0.7%	+1.7%	0.001%
8/15/2023	Equitable Holdings Inc.	11,448	$3.42M	0.0%	+16.5%	0.002%
8/15/2023	High Falls Advisors Inc	3,751	$1.12M	0.3%	+49.1%	0.001%
8/15/2023	West Michigan Advisors LLC	4,411	$1.32M	0.5%	-4.4%	0.001%
8/15/2023	Invesco LLC	6,065	$1.81M	0.9%	N/A	0.001%
8/15/2023	Imprint Wealth LLC	1,628,069	$162.81M	0.9%	+31,574.5%	0.223%
8/15/2023	IMA Wealth Inc.	213	$64K	0.0%	+124.2%	0.000%
8/15/2023	Jaffetilchin Investment Partners LLC	14,808	$4.42M	0.5%	-1.4%	0.002%
8/15/2023	CM Wealth Advisors LLC	2,366	$0.70M	0.2%	+8.1%	0.000%
8/15/2023	Strategic Investment Solutions Inc. IL	3,595	$1.04M	0.2%	-5.5%	0.000%
8/15/2023	Bragg Financial Advisors Inc	68,767	$20.52M	1.1%	-2.7%	0.009%
8/15/2023	Public Employees Retirement System of Ohio	400,759	$119.59M	0.5%	-7.9%	0.055%
8/15/2023	Girard Partners LTD.	12,771	$3.81M	0.4%	-8.2%	0.002%
8/15/2023	Blueshift Asset Management LLC	1,281	$0.38M	0.1%	-46.1%	0.000%
8/15/2023	State of Tennessee Treasury Department	322,072	$96.11M	0.4%	-3.6%	0.044%
8/15/2023	Cape Cod Five Cents Savings Bank	31,461	$9.39M	1.0%	-12.8%	0.004%
8/15/2023	EPG Wealth Management LLC	7,352	$2.19M	0.6%	+0.9%	0.001%
8/15/2023	Pinnacle West Asset Management Inc.	5,970	$1.78M	1.7%	-1.6%	0.001%
8/15/2023	Natixis Advisors L.P.	418,497	$124.88M	0.4%	+9.5%	0.057%
8/15/2023	SkyView Investment Advisors LLC	1,516	$0.45M	0.1%	-54.8%	0.000%
8/15/2023	Moneta Group Investment Advisors LLC	20,644	$6.16M	0.1%	+3.8%	0.003%
8/15/2023	Integrated Wealth Concepts LLC	40,417	$12.06M	0.2%	+8.5%	0.006%
8/15/2023	Blueprint Investment Partners LLC	2,108	$0.63M	0.2%	-34.6%	0.000%
8/15/2023	Dana Investment Advisors Inc.	26,734	$7.98M	0.4%	+0.6%	0.004%
8/15/2023	Crestwood Advisors Group LLC	26,579	$7.93M	0.2%	-1.4%	0.004%
8/15/2023	Holderness Investments Co.	10,585	$3.16M	1.2%	+2.6%	0.001%
8/15/2023	Raymond James Trust N.A.	47,070	$14.05M	0.4%	+6.1%	0.006%
8/15/2023	First Citizens Bank & Trust Co.	5,788	$1.73M	0.0%	+2.1%	0.001%
8/15/2023	Vestcor Inc	43,026	$12.84M	0.5%	+46.8%	0.006%
8/15/2023	PYA Waltman Capital LLC	3,061	$0.88M	0.4%	+69.6%	0.000%
8/15/2023	Benjamin Edwards Inc.	13,920	$4.15M	1.0%	+1.7%	0.002%
8/15/2023	Benjamin F. Edwards & Company Inc.	36,587	$10.92M	0.4%	-3.5%	0.005%
8/15/2023	Colony Group LLC	106,051	$31.65M	0.4%	+0.1%	0.015%
8/15/2023	Parkside Financial Bank & Trust	3,518	$1.05M	0.2%	+19.3%	0.000%
8/15/2023	First Capital Advisors Group LLC.	1,376	$0.41M	0.2%	-2.5%	0.000%
8/15/2023	NBW Capital LLC	18,379	$5.48M	1.3%	-19.5%	0.003%
8/15/2023	IHT Wealth Management LLC	24,109	$7.19M	0.4%	+1.8%	0.003%

8/15/2023	CMG Global Holdings LLC	1,631	$0.49M	0.4%	-3.1%	0.000%
8/15/2023	Bell & Brown Wealth Advisors LLC	9,353	$2.79M	1.4%	-1.5%	0.001%
8/15/2023	Centaurus Financial Inc.	2,159	$0.64M	0.1%	-27.3%	0.000%
8/15/2023	WMS Partners LLC	21,062	$6.29M	0.5%	-2.2%	0.003%
8/15/2023	Wealth Dimensions Group Ltd.	4,144	$1.24M	0.5%	+3.2%	0.001%
8/15/2023	Woodline Partners LP	218,247	$65.13M	0.8%	+102.3%	0.030%
8/15/2023	Gamco Investors INC. ET AL	820	$0.25M	0.0%	-61.3%	0.000%
8/15/2023	Wealthsource Partners LLC	2,762	$0.82M	0.1%	-33.0%	0.000%
8/15/2023	Gries Financial LLC	1,300	$0.39M	0.1%	+11.1%	0.000%
8/15/2023	MidWestOne Financial Group Inc.	3,428	$1.02M	0.2%	+4.4%	0.000%

(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, 3,252 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. ($15.59B), BlackRock Inc. ($14.31B), State Street Corp ($10.17B), Quilter Plc ($4.43B), Wellington Management Group LLP ($4.32B), and Geode Capital Management LLC ($4.24B).Learn more on MCD's institutional investors.
What percentage of McDonald's stock is owned by institutional investors?: 67.60% 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 2,843 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 ($456.71M), Moneta Group Investment Advisors LLC ($19.22M), Norges Bank ($16.57M), Capital World Investors ($3.14M), Viking Global Investors LP ($2.99M), Renaissance Technologies LLC ($2.64M), and BlackRock Inc. ($2.32M).

How much institutional buying is happening at McDonald's?: Institutional investors have bought a total of 580,191,155 shares in the last 24 months. This purchase volume represents approximately $168.48B in transactions.
Which McDonald's major shareholders have been selling company stock?: Of the 2,306 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 ($5.11M), Magellan Asset Management Ltd ($4.17M), BlackRock Inc. ($3.09M), State Street Corp ($3.08M), Hudson Bay Capital Management LP ($2.41M), Renaissance Technologies LLC ($2.26M), and CFS Investment Advisory Services LLC ($2.05M).
How much institutional selling is happening at McDonald's?: Institutional investors have sold a total of 75,281,871 shares in the last 24 months. This volume of shares sold represents approximately $19.47B in transactions.

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This page (NYSE:MCD) was last updated on 9/27/2023 by MarketBeat.com Staff

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McDonald's (MCD) Institutional Ownership

MCD Institutional Buying and Selling by Quarter

McDonald's Major Shareholders & Ownership History

MCD Institutional Ownership - Frequently Asked Questions

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McDonald's (MCD) Institutional Ownership

Institutional Ownership Changes (13F Filings) for McDonald's (NYSE:MCD)

MCD Institutional Buying and Selling by Quarter

McDonald's Major Shareholders & Ownership History

MCD Institutional Ownership - Frequently Asked Questions