CHEMED CORP NEW (CHE)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
493
Reporting holders
$5.9B
Reported value
96.9%
Of shares outstanding
0.5%
Held as options
+41
Holder change
Institutions report 12,669,352 shares against 13,069,961 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $691.3M | 1,484,282 | 0.01% | 8q | +11.0%+$68.7M |
| AQR CAPITAL MANAGEMENT LLC | $446.2M | 972,474 | 0.16% | 31q | +134.0%+$255.5M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $366.6M | 787,068 | 0.02% | 2q | -3.5%-$13.3M |
| VANGUARD CAPITAL MANAGEMENT LLC | $281.5M | 604,420 | 0.01% | 2q | -5.0%-$14.7M |
| STATE STREET CORP | $207.1M | 444,716 | 0.01% | 31q | -3.8%-$8.1M |
| GEODE CAPITAL MANAGEMENT, LLC | $192.8M | 413,942 | 0.01% | 31q | +0.7%+$1.3M |
| JPMORGAN CHASE & CO | $185.8M | 403,395 | 0.01% | 31q | -19.5%-$45.0M |
| Boston Partners | $130.7M | 280,684 | 0.12% | new | NEW |
| Epoch Investment Partners, Inc. | $124.5M | 267,290 | 0.71% | 23q | +6.9%+$8.0M |
| DIMENSIONAL FUND ADVISORS LP | $121.3M | 260,561 | 0.02% | 31q | +5.1%+$5.9M |
| TD Asset Management Inc | $119.4M | 256,263 | 0.10% | 23q | -8.4%-$10.9M |
| River Road Asset Management, LLC | $110.8M | 237,927 | 1.23% | 2q | +231.5%+$77.4M |
| MORGAN STANLEY | $108.2M | 232,302 | 0.01% | 35q | +2.3%+$2.4M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $102.5M | 219,988 | 0.28% | 31q | +72.7%+$43.1M |
| FIRST TRUST ADVISORS LP | $102.4M | 219,788 | 0.06% | 31q | -7.0%-$7.7M |
| Boston Trust Walden Corp | $93.7M | 201,275 | 0.71% | 31q | -1.9%-$1.8M |
| NORTHERN TRUST CORP | $92.8M | 199,148 | 0.01% | 31q | +14.0%+$11.4M |
| GOLDMAN SACHS GROUP INC | $85.7M | 183,938 | 0.01% | 31q | +33.3%+$21.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $79.3M | 170,358 | 0.01% | 31q | +3.9%+$3.0M |
| Sixth Street Partners Management Company, L.P. | $79.3M | 170,358 | 0.01% | new | NEW |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $77.4M | 166,149 | 0.03% | 6q | +9.0%+$6.4M |
| NORGES BANK | $76.1M | 163,404 | 0.01% | 32q | -8.1%-$6.7M |
| Invesco Ltd. | $70.0M | 150,368 | 0.01% | 31q | +8.1%+$5.2M |
| Copeland Capital Management, LLC | $67.5M | 145,007 | 1.39% | 31q | -2.0%-$1.4M |
| VICTORY CAPITAL MANAGEMENT INC | $55.8M | 119,717 | 0.03% | 29q | -7.2%-$4.3M |
| UBS Group AG | $49.6M | 106,497 | 0.01% | 31q | -24.9%-$16.5M |
| BANK OF AMERICA CORP /DE/ | $48.3M | 103,610 | 0.00% | 31q | +7.9%+$3.5M |
| Allspring Global Investments Holdings, LLC | $44.6M | 92,737 | 0.07% | 19q | -13.5%-$7.0M |
| Caisse de depot et placement du Quebec | $44.3M | 95,136 | 0.06% | 8q | -17.9%-$9.7M |
| Bank of New York Mellon Corp | $43.8M | 94,045 | 0.01% | 31q | -13.2%-$6.6M |
| Gotham Asset Management, LLC | $43.4M | 93,085 | 0.10% | 22q | +91.2%+$20.7M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $42.7M | 91,789 | 0.18% | 11q | -6.4%-$2.9M |
| BNP PARIBAS FINANCIAL MARKETS | $42.5M | 91,254 | 0.01% | 31q | +60.2%+$16.0M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $42.2M | 90,567 | 0.39% | 2q | +44.4%+$13.0M |
| VANGUARD FIDUCIARY TRUST CO | $39.1M | 83,961 | 0.01% | 2q | -4.8%-$2.0M |
| Point72 Asset Management, L.P. | $34.7M | 74,460 | 0.04% | new | NEW |
| ProShare Advisors LLC | $33.0M | 70,761 | 0.05% | 31q | +24.5%+$6.5M |
| Aptus Capital Advisors, LLC | $29.8M | 64,080 | 0.20% | 31q | +4.8%+$1.4M |
| BARINGTON COMPANIES MANAGEMENT, LLC | $28.0M | 60,100 | 19.69% | 3q | +5.3%+$1.4M |
| ENVESTNET ASSET MANAGEMENT INC | $26.5M | 56,975 | 0.01% | 31q | -2.1%-$579.8K |
| Amundi | $25.1M | 53,856 | 0.01% | 16q | +51.5%+$8.5M |
| SEI INVESTMENTS CO | $25.0M | 53,732 | 0.02% | 31q | -9.3%-$2.6M |
| Eversept Partners, LP | $24.5M | 52,523 | 1.27% | 2q | +69.1%+$10.0M |
| Russell Investments Group, Ltd. | $24.4M | 52,999 | 0.02% | 31q | +70.9%+$10.1M |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $23.8M | 51,013 | 0.12% | 30q | -18.1%-$5.2M |
| RHUMBLINE ADVISERS | $23.8M | 51,000 | 0.02% | 31q | -7.5%-$1.9M |
| MILLENNIUM MANAGEMENT LLC | $23.5M | 50,404 | 0.01% | 21q | -51.8%-$25.2M |
| JUPITER ASSET MANAGEMENT LTD | $22.6M | 48,477 | 0.11% | 24q | -21.8%-$6.3M |
| Mariner, LLC | $22.1M | 47,510 | 0.02% | 16q | +71.8%+$9.2M |
| Aristotle Capital Boston, LLC | $20.5M | 44,114 | 1.38% | 32q | -16.5%-$4.1M |
| Candriam S.C.A. | $19.3M | 41,398 | 0.09% | 9q | -4.3%-$858.0K |
| Integrated Wealth Concepts LLC | $19.1M | 41,048 | 0.09% | 11q | +62.2%+$7.3M |
| ALPS ADVISORS INC | $19.0M | 40,795 | 0.09% | 31q | +2.5%+$463.9K |
| Balyasny Asset Management L.P. | $18.7M | 40,056 | 0.02% | 3q | +90.7%+$8.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $18.5M | 39,638 | 0.00% | 31q | -2.3%-$433.6K |
| RENAISSANCE TECHNOLOGIES LLC | $18.2M | 39,080 | 0.03% | 31q | +216.7%+$12.5M |
| PANAGORA ASSET MANAGEMENT INC | $18.1M | 38,865 | 0.06% | new | NEW |
| Public Sector Pension Investment Board | $17.3M | 37,148 | 0.02% | 5q | +223.8%+$12.0M |
| LONE PEAK GLOBAL INVESTORS LLC | $17.3M | 37,099 | 2.38% | 6q | +38.1%+$4.8M |
| Fenimore Asset Management Inc | $17.0M | 36,528 | 0.35% | 19q | +2.2%+$364.7K |
| RAYMOND JAMES FINANCIAL INC | $16.1M | 34,631 | 0.00% | 7q | -12.0%-$2.2M |
| Retirement Systems of Alabama | $15.9M | 34,200 | 0.05% | 31q | -9.6%-$1.7M |
| Nuveen, LLC | $15.0M | 32,246 | 0.00% | 6q | -6.2%-$999.9K |
| Qube Research & Technologies Ltd | $14.6M | 31,405 | 0.01% | 17q | +633.1%+$12.6M |
| GABELLI FUNDS LLC | $14.2M | 30,560 | 0.09% | 31q | -1.9%-$269.2K |
| PRINCIPAL FINANCIAL GROUP INC | $14.0M | 30,135 | 0.01% | 31q | -4.6%-$681.4K |
| DEERFIELD MANAGEMENT COMPANY, L.P. | $14.0M | 30,000 | 0.15% | new | NEW |
| FMR LLC | $13.6M | 29,268 | 0.00% | 31q | -2.5%-$356.3K |
| Cerity Partners LLC | $13.1M | 28,125 | 0.02% | 15q | +186.3%+$8.5M |
| CITADEL ADVISORS LLC | $12.5M | options only | 0.00% | 13q | OPTIONS |
| CABOT WEALTH MANAGEMENT INC | $12.4M | 26,608 | 1.26% | 31q | HELD |
| Swiss National Bank | $12.2M | 26,220 | 0.01% | 31q | -6.4%-$838.3K |
| Creative Planning | $12.0M | 25,772 | 0.01% | 20q | +216.1%+$8.2M |
| MERCER GLOBAL ADVISORS INC /ADV | $11.5M | 24,647 | 0.01% | 30q | +609.7%+$9.9M |
| FIL Ltd | $11.4M | 24,500 | 0.01% | 21q | HELD |
| LOOMIS SAYLES & CO L P | $11.4M | 24,481 | 0.01% | 14q | -64.7%-$20.9M |
| California Public Employees Retirement System | $11.4M | 24,467 | 0.01% | 31q | -22.4%-$3.3M |
| CIBC Bancorp USA Inc. | $11.0M | 23,682 | 0.01% | 2q | +484.7%+$9.1M |
| Bahl & Gaynor LLC | $10.5M | 22,619 | 0.05% | 31q | +8.9%+$857.4K |
| TWO SIGMA INVESTMENTS, LP | $10.4M | 22,325 | 0.01% | 15q | -92.6%-$130.1M |
| WELLS FARGO & COMPANY/MN | $10.3M | 22,100 | 0.00% | 31q | -79.5%-$39.9M |
| Crawford Fund Management, LLC | $10.2M | 21,975 | 1.57% | 3q | +3.0%+$302.7K |
| Signal Advisors Wealth, LLC | $9.6M | 20,565 | 0.48% | 8q | +11.1%+$957.6K |
| GAMCO INVESTORS, INC. ET AL | $9.6M | 20,528 | 0.09% | 31q | -5.8%-$585.9K |
| Bridgewater Associates, LP | $9.5M | 20,399 | 0.04% | 24q | +303.0%+$7.1M |
| Legal & General Group Plc | $9.3M | 19,927 | 0.00% | 31q | -5.0%-$484.4K |
| IEQ CAPITAL, LLC | $9.1M | 19,500 | 0.04% | 3q | +712.5%+$8.0M |
| MACKENZIE FINANCIAL CORP | $8.8M | 18,829 | 0.01% | 13q | +670.1%+$7.6M |
| CAPTRUST FINANCIAL ADVISORS | $8.7M | 18,699 | 0.01% | 31q | +30.9%+$2.1M |
| DRH Investments, Inc. | $8.7M | 18,616 | 6.86% | 6q | -10.8%-$1.0M |
| Trexquant Investment LP | $8.4M | 18,024 | 0.05% | 7q | -39.6%-$5.5M |
| DEUTSCHE BANK AG\ | $7.8M | 16,747 | 0.00% | 34q | +449.4%+$6.4M |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $7.7M | 16,548 | 0.02% | 30q | -6.2%-$506.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $7.6M | 3,680 | 0.00% | 31q | +56.1%+$2.7M |
| BANK OF NOVA SCOTIA | $7.6M | 16,300 | 0.01% | 14q | -25.4%-$2.6M |
| Jupiter Topco LLC | $7.4M | 15,913 | 0.00% | new | FIRST |
| JANE STREET GROUP, LLC | $6.9M | 585 | 0.00% | 22q | -98.3%-$394.2M |
| OPPENHEIMER & CO INC | $6.8M | 14,521 | 0.07% | 31q | HELD |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $6.6M | 14,273 | 0.01% | 25q | +36.1%+$1.8M |
| BARCLAYS PLC | $6.6M | 14,106 | 0.00% | 31q | -34.5%-$3.5M |
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 →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-12 | 13G | AQR Capital Management, LLCwith 1 co-filers | 7.2% |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 493 | $5.9B | 12,669,352 | 95 | 169 | 170 | 0.5% |
| Q1 2026 | 452 | $4.7B | 12,391,281 | 49 | 153 | 175 | 0.2% |
| Q4 2025 | 475 | $5.6B | 13,174,051 | 52 | 145 | 201 | 0.1% |
| Q3 2025 | 475 | $6.0B | 13,483,705 | 60 | 179 | 169 | 0.2% |
| Q2 2025 | 489 | $6.3B | 13,007,844 | 56 | 184 | 164 | 0.1% |
| Q1 2025 | 506 | $8.0B | 13,057,094 | 72 | 155 | 178 | 0.2% |
| Q4 2024 | 482 | $7.0B | 13,135,924 | 40 | 134 | 187 | 0.3% |
| Q3 2024 | 472 | $8.1B | 13,479,779 | 58 | 157 | 151 | 0.1% |
| Q2 2024 | 457 | $7.5B | 13,768,533 | 54 | 160 | 154 | 0.0% |
| Q1 2024 | 445 | $9.3B | 14,471,680 | 54 | 136 | 147 | 0.1% |
| Q4 2023 | 431 | $8.2B | 13,967,170 | 52 | 140 | 141 | 0.1% |
| Q3 2023 | 388 | $6.8B | 13,140,788 | 28 | 119 | 141 | 0.1% |
| Q2 2023 | 389 | $7.1B | 13,180,070 | 34 | 142 | 115 | 0.1% |
| Q1 2023 | 376 | $6.8B | 13,097,941 | 43 | 122 | 121 | 0.1% |
| Q4 2022 | 336 | $5.8B | 11,309,442 | 51 | 103 | 106 | 0.2% |
| Q3 2022 | 419 | $6.0B | 13,796,445 | 34 | 137 | 153 | 0.1% |
| Q2 2022 | 427 | $6.4B | 13,635,696 | 40 | 125 | 167 | 0.1% |
| Q1 2022 | 429 | $6.8B | 13,414,275 | 46 | 140 | 132 | 0.1% |
| Q4 2021 | 422 | $7.2B | 13,497,855 | 45 | 119 | 150 | 0.4% |
| Q3 2021 | 404 | $6.5B | 14,002,946 | 35 | 96 | 158 | 0.3% |
| Q2 2021 | 428 | $6.6B | 13,957,548 | 56 | 124 | 148 | 0.3% |
| Q1 2021 | 428 | $6.6B | 14,361,418 | 44 | 144 | 143 | 0.2% |
| Q4 2020 | 447 | $7.8B | 14,580,154 | 41 | 150 | 144 | 0.3% |
| Q3 2020 | 446 | $6.9B | 14,272,539 | 57 | 121 | 164 | 0.2% |
| Q2 2020 | 428 | $6.5B | 14,474,700 | 58 | 126 | 162 | 0.2% |
| Q1 2020 | 414 | $6.3B | 14,417,179 | 46 | 127 | 150 | 0.2% |
| Q4 2019 | 414 | $6.5B | 14,797,232 | 43 | 136 | 130 | 0.3% |
| Q3 2019 | 396 | $6.1B | 14,448,771 | 58 | 118 | 136 | 0.4% |
| Q2 2019 | 374 | $5.2B | 14,201,082 | 41 | 120 | 134 | 0.5% |
| Q1 2019 | 384 | $4.6B | 14,153,620 | 58 | 122 | 130 | 0.5% |
| Q4 2018 | 360 | $4.1B | 14,333,780 | 5 | 7 | 8 | 0.2% |