HolderBook

MCKESSON CORP (MCK)

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

91
Reporting holders
$170.7M
Reported value
0.0%
Calls
0.0%
Puts
-1,927
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
Overbrook Management Corp$36.0M42,1065.59%2qHELD
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$24.5M28,6740.29%5q+1.6%+$374.0K
TOTH FINANCIAL ADVISORY CORP$14.0M16,4091.40%27q+1.0%+$138.3K
PARK NATIONAL CORP /OH/$11.4M13,3040.31%32q-8.2%-$1.0M
Legacy Private Trust Co.$9.2M10,7340.50%32q-0.9%-$81.1K
TILIA FIDUCIARY PARTNERS, INC.$9.1M10,6882.10%12q+101.1%+$4.6M
Deane Retirement Strategies, Inc.$5.7M6,6592.33%2q-1.1%-$64.1K
GAMMA Investing LLC$4.4M5,2100.15%12q+7.4%+$306.5K
Artemis Investment Management LLP$4.1M4,8510.04%18qHELD
Farther Finance Advisors, LLC$3.9M4,5330.03%16q+10.8%+$378.2K
Wedmont Private Capital$3.3M3,4940.08%18q+36.7%+$872.6K
Central Pacific Bank - Trust Division$2.9M3,4400.31%10q-2.3%-$69.2K
Roxbury Financial LLC$2.0M2,3341.53%8qHELD
TITLEIST ASSET MANAGEMENT, LLC$1.9M2,1970.12%15q-3.8%-$74.3K
Everhart Financial Group, Inc.$1.7M2,0280.11%18q+2.6%+$44.4K
Monument Capital Management$1.6M1,8350.33%17q+3.0%+$45.3K
Montecito Bank & Trust$1.5M1,7670.23%31q+0.9%+$13.7K
Cooper Financial Group$1.5M1,7120.12%21q+0.6%+$8.5K
HF Advisory Group, LLC$1.3M1,5770.40%13q+4.0%+$52.1K
Coastline Trust Co$1.3M1,5600.12%32qHELD
Castle Rock Wealth Management, LLC$1.2M1,3520.23%18qHELD
Peoples Bank/KS$1.2M1,4401.20%13qHELD
MOODY NATIONAL BANK TRUST DIVISION$1.2M1,4330.10%32q+4.9%+$57.2K
Invariant Investment Management$1.2M1,3480.70%4qHELD
CANANDAIGUA NATIONAL BANK & TRUST CO$1.2M1,3650.10%20q-34.1%-$602.8K
Valeo Financial Advisors, LLC$1.0M1,2160.02%16q+4.8%+$47.8K
Athena Wealth Management, LLC$1.0M1,1740.72%4q+3.7%+$35.9K
FELL CAPITAL MANAGEMENT /ADV$960.5K1,1250.83%4q-3.0%-$29.9K
SAPIENT CAPITAL LLC$918.7K1,0760.01%newNEW
Great Waters Wealth Management$838.4K9820.08%16qHELD
Venture Visionary Partners LLC$741.2K8680.02%20q+1.0%+$7.7K
Plan A Wealth LLC$666.8K7810.24%7q+1.3%+$8.5K
Avidian Wealth Enterprises, LLC$637.8K7470.02%5q+70.5%+$263.8K
Dorato Capital Management$632.7K6950.42%4qHELD
Apella Capital, LLC$619.4K6800.01%7q+11.1%+$61.9K
OxenFree Capital LLC$591.0K6410.26%7qHELD
MassMutual Private Wealth & Trust, FSB$586.6K6870.02%32q-3.8%-$23.1K
Whalen Wealth Management Inc.$576.1K6750.25%newNEW
Bullock Wealth Management Group$533.9K5940.22%11q-1.2%-$6.3K
ARGUS INVESTORS' COUNSEL, INC.$531.1K6220.41%12qHELD
Hummer Financial Advisory Services Inc$512.9K6000.34%14qHELD
Versant Capital Management, Inc$476.4K5580.04%32q+5.1%+$23.1K
Breakwater Capital Group$476.4K5580.06%10q+0.5%+$2.6K
Galvin, Gaustad & Stein, LLC$463.0K5420.03%24q-3.0%-$14.5K
Graves Light Lenhart Wealth, Inc.$451.7K5290.04%24q-50.0%-$452.5K
Hickory Point Bank & Trust$438.0K5130.26%8qHELD
Adelphi Trust Co$426.9K5000.28%4q-31.1%-$193.0K
Hamilton Capital, LLC$415.8K4870.02%13q+4.1%+$16.2K
Grove Bank & Trust$402.1K4710.04%16q+1.1%+$4.3K
DAVIDSON TRUST CO$401.3K4700.16%2qHELD
O'Keefe Stevens Advisory, Inc.$382.2K4480.08%newNEW
Shulman DeMeo Asset Management LLC$373.0K4070.07%12q-10.4%-$43.1K
Capital Advisors Wealth Management, LLC$372.7K4360.04%2q+21.1%+$65.0K
PRIVATE CLIENT SERVICES, LLC$369.7K4330.10%7qHELD
CoreCap Advisors, LLC$361.2K4230.01%19q+15.3%+$47.8K
M.E. ALLISON & CO., INC.$355.2K4160.20%8qHELD
Rosenberg Matthew Hamilton$346.6K4060.06%12q+2.8%+$9.4K
ARMSTRONG ADVISORY GROUP, INC$342.4K4010.02%16qHELD
BAKER TILLY WEALTH MANAGEMENT, LLC$336.6K3940.07%4q+11.3%+$34.2K
Successful Portfolios LLC$336.5K3680.16%8q-1.9%-$6.4K
Elm3 Financial Group, LLC$319.3K3740.21%7q+18.4%+$49.5K
Insight Wealth Strategies, LLC$313.1K3670.03%12q-1.9%-$6.0K
YHB Investment Advisors, Inc.$296.3K3470.02%32q-11.5%-$38.4K
Investors Research Corp$274.1K3210.05%2qHELD
Marotta Asset Management$271.6K3180.05%18q-20.1%-$68.3K
BANNERMAN WEALTH MANAGEMENT GROUP, LLC$265.5K3110.15%7q-17.5%-$56.4K
EASTERN BANK$264.7K3100.00%9q-3.7%-$10.2K
RIVERSEDGE ADVISORS, LLC$249.3K2920.03%newNEW
Veracity Capital LLC$242.3K2840.07%25q-1.4%-$3.4K
Acropolis Investment Management, LLC$217.0K2540.01%5q-54.3%-$258.0K
Shira Ridge Wealth Management$216.0K2530.08%newNEW
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI$213.4K2500.01%newNEW
General Partner, Inc.$199.8K2340.11%11qHELD
Planning Strategies Inc.$184.4K2160.11%2qHELD
Davis Capital Management$176.6K2070.11%13qHELD
Bank of New Hampshire$135.8K1590.03%19qHELD
Pacifica Partners Inc.$122.5K1360.04%17qHELD
Trust Co$118.7K1390.01%8q+28.7%+$26.5K
FIRST COMMUNITY TRUST NA$106.7K1250.04%20qHELD
Wealth Enhancement Trust Services, Inc.$85.4K1000.01%4q-50.0%-$85.4K
Paladin Partners, LLC$62.3K730.04%2qHELD
Sarver Vrooman Wealth Advisors$39.3K460.02%7qHELD
GK Wealth Management LLC$37.6K440.02%newNEW
Mn Services Vermogensbeheer B.V.$30.8K36,1210.23%18q+1.4%
Marquette Asset Management, LLC$29.9K350.00%19qHELD
Byrne Asset Management LLC$24.3K270.01%2qHELD
Retirement Wealth Solutions LLC$12.0K140.01%3q+27.3%+$2.6K
ELEVATION WEALTH PARTNERS, LLC$11.1K130.00%4q+30.0%+$2.6K
CX Institutional$6.5K7,6610.18%32q-50.5%-$6.7K
MJT & Associates Financial Advisory Group, Inc.$6.0K70.00%newNEW
AMERICAN NATIONAL BANK & TRUST$5.1K60.00%4q-14.3%
GILPIN WEALTH MANAGEMENT, LLC$4.3K50.00%4qHELD
Noble Wealth Management PBC$85410.00%2qHELD
PROFESSIONAL ADVISORY SERVICES INC$4275000.05%2qHELD
JACOBS & CO/CA$2132500.02%newNEW

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
2026-07-07TYLER BRIAN S.Chief Executive OfficerSold8,463$6.7M
2026-06-17TYLER BRIAN S.Chief Executive OfficerSold8,463$6.6M
2026-06-09TYLER BRIAN S.Chief Executive OfficerSold4,929$3.8M
2026-05-26Lau MicheleEVP and Chief Legal OfficerSold3,550$2.7M
2026-05-26Rodgers Thomas LEVP, Chief Strategy & BDOSold2,388$1.8M
2026-06-01Smith LeAnn BEVP & Chief HR OfficerSold1,810$1.3M
2026-06-02Rodgers Thomas LEVP, Chief Strategy & BDOSold699$514.0K
2026-08-10Lerman Bradley EDirectorSold301$268.6K
2026-06-05Rutledge Napoleon B JRSVP, Controller & CAOSold133$101.6K

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 202691$170.7M199,241830230.0%
Q2 20262,018$87.8B115,291,1381436697491.4%
Q1 20262,041$93.8B107,356,2591536767211.2%
Q4 20252,006$91.6B109,715,3871756426341.8%
Q3 20251,843$86.6B109,936,5691455776182.0%
Q2 20251,801$83.2B111,586,2201575756211.8%
Q1 20251,768$75.3B110,025,2691995515971.7%
Q4 20241,676$64.5B109,939,6251355095962.9%
Q3 20241,554$57.6B113,460,111924716112.8%
Q2 20241,643$69.1B116,067,4111435875081.9%
Q1 20241,568$65.8B120,757,4441465045321.5%
Q4 20231,490$56.7B119,959,3971394475002.1%
Q3 20231,354$55.9B126,284,2571034054901.7%
Q2 20231,328$49.9B115,316,2061384044631.4%
Q1 20231,273$43.5B121,227,088923365351.7%
Q4 20221,293$46.3B119,500,3131203374873.2%
Q3 20221,198$43.3B123,524,5981153544563.1%
Q2 20221,172$42.5B125,615,9511163444603.7%
Q1 20221,141$40.6B129,196,3591403314092.6%
Q4 20211,099$33.0B129,242,4601243283342.7%
Q3 2021971$26.9B132,062,012732903482.0%
Q2 2021971$26.4B135,422,576883183311.9%
Q1 2021971$27.3B137,734,945863203291.5%
Q4 2020961$24.7B137,627,8881122973072.7%
Q3 2020874$21.1B140,653,412682573171.3%
Q2 2020864$22.5B144,861,130872453531.2%
Q1 2020868$20.0B145,356,924972004061.7%
Q4 2019867$22.9B163,309,062662363511.4%
Q3 2019845$22.2B159,785,405892613051.9%
Q2 2019844$22.3B162,997,505702673301.9%
Q1 2019857$19.9B168,231,172733063151.0%
Q4 2018858$19.7B175,558,7391014201.6%