HolderBook

CARDINAL HEALTH INC (CAH)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

67
Reporting holders
$168.4M
Reported value
0.0%
Calls
0.0%
Puts
-1,437
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Artemis Investment Management LLP$76.3M343,0920.67%7q-7.1%-$5.8M
KWMG, LLC$16.3M73,4331.18%32q-2.5%-$419.6K
PARK NATIONAL CORP /OH/$11.6M52,1150.31%11q-8.1%-$1.0M
Iowa State Bank$8.4M37,7261.42%32q-1.0%-$87.9K
CoreCap Advisors, LLC$8.1M36,4640.23%17q+8.2%+$613.4K
VISTA INVESTMENT PARTNERS LLC$4.8M21,6271.25%newNEW
Monument Capital Management$4.4M19,6240.91%14qHELD
Farther Finance Advisors, LLC$4.3M19,3470.03%16q+3.4%+$143.5K
Bank of New Hampshire$4.0M17,8680.86%22q-5.7%-$241.0K
Insight Wealth Strategies, LLC$3.4M15,2580.34%16q+1.2%+$41.2K
ALKEME WEALTH, LLC$2.8M12,3721.04%32q+2.3%+$62.5K
GAMMA Investing LLC$2.4M10,7760.08%12q+3.5%+$80.1K
Mirador Capital Partners LP$2.2M9,9650.26%32q+1.2%+$26.7K
Avidian Wealth Enterprises, LLC$1.4M6,1290.04%30q-4.4%-$63.2K
Allen Mooney & Barnes Investment Advisors LLC$1.2M5,5880.18%19q-13.2%-$188.9K
Invariant Investment Management$1.2M5,4310.72%4qHELD
HF Advisory Group, LLC$1.2M5,4400.36%16q-1.4%-$17.4K
Bullock Wealth Management Group$1.2M5,1990.50%11q+2.5%+$29.7K
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$1.2M5,2350.01%32qHELD
Wedmont Private Capital$1.0M4,2960.02%14qHELD
CANANDAIGUA NATIONAL BANK & TRUST CO$817.5K3,6740.07%14qHELD
Dorato Capital Management$812.3K3,4990.54%4q-0.7%-$5.3K
Valeo Financial Advisors, LLC$684.5K3,0760.01%6q+7.4%+$47.4K
Venture Visionary Partners LLC$638.6K2,8700.02%6q+20.9%+$110.6K
Kaizen Financial Strategies$548.0K2,4630.22%6qHELD
MOODY NATIONAL BANK TRUST DIVISION$525.8K2,3630.04%9qHELD
Versant Capital Management, Inc$520.0K2,3370.04%32q-3.3%-$18.0K
Everhart Financial Group, Inc.$511.3K2,2980.03%5q+0.6%+$2.9K
Hummer Financial Advisory Services Inc$425.6K1,9130.28%9qHELD
Sound Income Strategies, LLC$412.7K1,7270.02%32qHELD
Rosenberg Matthew Hamilton$392.5K1,7640.07%27q-2.1%-$8.5K
Galvin, Gaustad & Stein, LLC$351.7K1,5800.03%2qHELD
MassMutual Private Wealth & Trust, FSB$339.1K1,5240.01%24q-7.9%-$29.1K
Apella Capital, LLC$329.5K1,4190.00%2q-5.0%-$17.2K
INSPIRION WEALTH ADVISORS, LLC$326.2K1,4660.04%4qHELD
Nautilus Advisors LLC$307.1K1,3800.19%6qHELD
ARGENT CAPITAL MANAGEMENT LLC$300.6K1,3510.01%6qHELD
Bill Few Associates, Inc.$287.5K1,2920.06%6qHELD
Douglas Lane & Associates, LLC$233.6K1,0500.00%4qHELD
AMERICAN NATIONAL BANK & TRUST$231.6K1,0410.02%20q-1.2%-$2.9K
LWM ADVISORS INC$229.2K1,0300.17%3qHELD
Montecito Bank & Trust$229.0K1,0290.03%newNEW
ECLECTIC ASSOCIATES INC /ADV$227.1K1,0210.03%4qHELD
Cooper Financial Group$224.2K1,0070.02%2q+11.6%+$23.4K
ATWOOD & PALMER INC$144.0K6470.01%23q-41.4%-$101.7K
Central Pacific Bank - Trust Division$136.8K6150.01%3qHELD
Wealth Enhancement Trust Services, Inc.$129.7K5830.01%4q-50.0%-$129.9K
Bank & Trust Co$94.6K4250.06%10qHELD
Bangor Savings Bank$86.8K3900.01%18qHELD
Grove Bank & Trust$83.0K3730.01%16qHELD
TOMPKINS FINANCIAL CORP$52.5K2360.00%31qHELD
EASTERN BANK$51.2K2300.00%9qHELD
Retirement Wealth Solutions LLC$40.5K1820.02%5q+600.0%+$34.7K
Hickory Point Bank & Trust$34.5K1550.02%3qHELD
ELEVATION WEALTH PARTNERS, LLC$33.4K1500.01%4q-2.0%
ARMSTRONG ADVISORY GROUP, INC$28.3K1270.00%16qHELD
Investors Research Corp$27.6K1240.00%2qHELD
GK Wealth Management LLC$19.4K870.01%newNEW
MJT & Associates Financial Advisory Group, Inc.$19.1K860.01%7qHELD
Mn Services Vermogensbeheer B.V.$15.3K68,7250.11%31qHELD
Aventus Investment Advisors, Inc.$13.3K600.01%6qHELD
Coastline Trust Co$9.8K440.00%9qHELD
Marquette Asset Management, LLC$4.7K210.00%5qHELD
Paladin Partners, LLC$4.5K200.00%2qHELD
Planning Strategies Inc.$3.1K140.00%2q+16.7%
Davis Capital Management$2.0K90.00%5q+12.5%
GoalVest Advisory LLC$1.8K80.00%2qHELD
CX Institutional$5712,5670.02%8qHELD
Trust Co$44520.00%4qHELD
Polaris Financial Partners$14630.01%newFIRST

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-1313GWellington Management Group LLPwith 3 co-filers6.3%

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-08-18Hollar Jason M.Chief Executive OfficerSold80,000$18.9M ×4
2026-08-19Hollar Jason M.Chief Executive OfficerSold44,529$10.5M ×6
2026-08-18Alt Aaron EChief Financial OfficerSold42,000$9.9M ×4
2026-08-18Mason Stephen MCEO, GMPD SegmentSold35,000$8.3M ×4
2026-08-18Mayer Jessica LChief Legal/Compliance OfficerSold29,436$7.0M ×4
2026-08-18Greene Michelle D.Chief Information OfficerSold11,650$2.7M ×4
2026-08-18WEITZMAN DEBORAHCEO, PSS SegmentSold7,354$1.7M ×3
2026-08-19Scherer Mary C.Chief Accounting OfficerSold2,302$546.5K ×2

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202667$168.4M755,747314170.0%
Q2 20261,504$55.2B223,703,0561555005252.0%
Q1 20261,435$43.6B203,325,5231365014781.6%
Q4 20251,414$43.7B209,211,9252044144431.7%
Q3 20251,236$33.7B210,152,2431133964252.2%
Q2 20251,264$35.4B206,465,5431704034222.2%
Q1 20251,159$29.4B207,412,7051413713872.9%
Q4 20241,107$25.4B210,182,8161113483512.0%
Q3 20241,026$24.1B213,706,494873154021.6%
Q2 20241,016$21.7B216,851,250773433751.6%
Q1 20241,062$25.9B227,846,213983543811.8%
Q4 20231,046$22.6B218,263,4061113034002.6%
Q3 2023957$19.1B214,898,793672943672.4%
Q2 2023958$21.3B218,912,8041162903432.7%
Q1 2023911$17.7B229,202,949752903282.3%
Q4 2022937$17.7B226,020,2561292803322.3%
Q3 2022851$16.3B236,426,5411182712883.2%
Q2 2022793$12.5B233,220,837832402862.0%
Q1 2022784$13.6B234,357,160872722582.4%
Q4 2021778$12.6B235,852,603832662673.4%
Q3 2021743$12.2B241,689,767532882252.3%
Q2 2021790$14.4B246,240,268702892502.1%
Q1 2021803$15.0B243,949,785912582771.4%
Q4 2020779$13.6B248,300,091772522582.1%
Q3 2020739$11.9B248,299,632532372942.1%
Q2 2020769$13.4B252,593,9551002332951.9%
Q1 2020719$12.3B252,216,400882442561.6%
Q4 2019717$13.6B263,082,804742062602.0%
Q3 2019667$12.7B264,298,195612452231.8%
Q2 2019687$14.4B299,091,659712632101.9%
Q1 2019699$13.0B267,334,647612742131.1%
Q4 2018724$12.1B266,824,687712151.5%