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McDonald's (MCD) Institutional Ownership

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$282.85 +1.90 (+0.67%)
As of 03:59 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)
1891
Total
Institutional Inflows
(last 12 months)
$13.42B
Number of
Institutional Sellers
(last 12 months)
1667
Total
Institutional Outflows
(last 12 months)
$6.78B
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Skip Chart & View Institutional Buying and Selling Data

MCD Institutional Buying and Selling by Quarter

McDonald's Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025High Net Worth Advisory Group LLC1,796$521K0.1%-2.2%0.000%
1/21/2025Stablepoint Partners LLC21,450$6.22M1.1%+0.5%0.003%
1/21/2025Regatta Capital Group LLC7,214$2.09M0.4%-25.6%0.001%
1/21/2025Novare Capital Management LLC990$287K0.0%-10.7%0.000%
1/21/2025Clarendon Private LLC3,185$923K1.0%N/A0.000%
1/21/2025Cora Capital Advisors LLC966$280K0.1%-5.5%0.000%
1/21/2025Vista Investment Partners LLC9,079$2.63M0.8%-5.2%0.001%
1/21/2025Marshall Financial Group LLC10,064$2.92M0.7%+1.0%0.001%
1/21/2025KFG Wealth Management LLC2,511$728K0.1%-5.8%0.000%
1/21/2025Jamison Private Wealth Management Inc.33,965$9.85M1.5%+0.6%0.005%
1/21/2025First Citizens Bank & Trust Co.13,992$4.06M0.1%-1.6%0.002%
1/21/2025Archford Capital Strategies LLC8,821$2.56M0.4%+0.5%0.001%
1/21/2025Smith Chas P & Associates PA Cpas174,808$50.68M2.9%+1.5%0.024%
1/21/2025Affiance Financial LLC5,678$1.65M0.4%-9.1%0.001%
1/21/2025Moody Lynn & Lieberson LLC36,658$10.63M0.7%-16.7%0.005%
1/21/2025Flagship Harbor Advisors LLC5,414$1.57M0.1%-6.9%0.001%
1/21/2025Stewardship Advisors LLC826$239K0.1%+5.1%0.000%
1/21/2025Advocate Group LLC30,626$8.88M1.7%+4.1%0.004%
1/21/2025First Bancorp Inc ME 1,936$561K0.4%+2.2%0.000%
1/21/2025Nikulski Financial Inc.11,951$3.46M1.0%-2.8%0.002%
1/21/2025Toth Financial Advisory Corp27,746$8.04M0.9%+1.1%0.004%
1/21/2025Cedar Mountain Advisors LLC1,726$500K0.1%+3.0%0.000%
1/21/2025CFS Investment Advisory Services LLC8,471$2.46M0.2%+1.9%0.001%
1/21/2025Grimes & Company Inc.12,037$3.49M0.1%-0.6%0.002%
1/21/2025SJS Investment Consulting Inc.10,029$2.91M0.5%-1.5%0.001%
1/21/2025Lantz Financial LLC5,574$1.62M0.4%+2.8%0.001%
1/21/2025Cyndeo Wealth Partners LLC26,377$7.65M0.5%+1.1%0.004%
1/21/2025Geneos Wealth Management Inc.12,572$3.64M0.1%-13.2%0.002%
1/21/2025Dynamic Advisor Solutions LLC17,250$5.00M0.2%-8.3%0.002%
1/21/2025Fifth Third Bancorp543,713$157.62M0.6%+0.2%0.076%
1/21/2025Chemung Canal Trust Co.29,928$8.68M1.8%-2.4%0.004%
1/21/2025Bennett Selby Investments LP5,174$1.50M0.6%+0.7%0.001%
1/21/2025Firethorn Wealth Partners LLC875$254K0.1%+4.5%0.000%
1/21/2025AM Investment Strategies LLC5,796$1.68M0.4%-6.1%0.001%
1/21/2025Carr Financial Group Corp1,219$353K0.1%+24.9%0.000%
1/21/2025Cottonwood Capital Advisors LLC4,055$1.18M0.8%+4.2%0.001%
1/21/2025Goelzer Investment Management Inc.3,815$1.11M0.1%+2.8%0.001%
1/21/2025Gradient Investments LLC115,784$33.57M0.7%-0.6%0.016%
1/21/2025Sachetta LLC3,988$1.16M0.5%-2.0%0.001%
1/21/2025Harel Insurance Investments & Financial Services Ltd.237$68K0.0%-29.7%0.000%
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1/21/2025Exchange Traded Concepts LLC9,788$2.84M0.1%+289.5%0.001%
1/21/2025CX Institutional29,168$8.46M0.3%+7.9%0.004%
1/21/2025Encompass More Asset Management2,711$786K0.3%+6.6%0.000%
1/21/2025Southland Equity Partners LLC20,662$5.99M1.4%+11.4%0.003%
1/21/2025St. Johns Investment Management Company LLC6,795$1.97M0.9%+1.2%0.001%
1/21/2025Sound Income Strategies LLC5,498$1.59M0.1%+37.3%0.001%
1/21/2025LexAurum Advisors LLC976$283K0.1%+47.9%0.000%
1/21/2025RFG Advisory LLC10,546$3.06M0.1%-0.9%0.001%
1/21/2025Private Capital Advisors Inc.834$242K0.0%N/A0.000%
1/21/2025Silver Lake Advisory LLC11,118$3.22M1.4%+0.4%0.002%
1/21/2025Motive Wealth Advisors1,324$384K0.2%+9.4%0.000%
1/21/2025MFA Wealth Services2,221$644K0.5%N/A0.000%
1/21/2025MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH6,684$1.94M0.1%+38.3%0.001%
1/21/2025McGlone Suttner Wealth Management Inc.3,912$1.13M0.2%+3.8%0.001%
1/21/2025Cornerstone Wealth Management LLC9,510$2.76M0.2%+5.5%0.001%
1/21/2025Brighton Jones LLC9,286$2.69M0.1%+21.6%0.001%
1/21/2025Hengehold Capital Management LLC13,456$3.90M0.4%+2.9%0.002%
1/21/2025Montecito Bank & Trust5,543$1.61M0.3%-1.6%0.001%
1/17/2025 Smallwood Wealth Investment Management LLC722$209K0.1%+7.4%0.000%
1/17/2025 Cerro Pacific Wealth Advisors LLC5,807$1.77M0.6%-2.5%0.001%
1/17/2025 New Century Financial Group LLC1,387$409K0.2%-4.7%0.000%
1/17/2025 Lifestyle Asset Management Inc.790$229K0.1%+7.3%0.000%
1/17/2025 Spinnaker Investment Group LLC1,357$393K0.1%-26.6%0.000%
1/17/2025 Apeiron RIA LLC1,334$387K0.1%+29.3%0.000%
1/17/2025 Secure Asset Management LLC7,520$2.18M0.3%+3.1%0.001%
1/17/2025 Verde Capital Management1,646$477K0.1%N/A0.000%
1/17/2025 Red Door Wealth Management LLC5,615$1.63M0.2%+71.9%0.001%
1/17/2025 IVC Wealth Advisors LLC4,329$1.26M0.7%-10.3%0.001%
1/17/2025 Capital Planning Advisors LLC1,040$301K0.0%-62.4%0.000%
1/17/2025 Trust Co. of Oklahoma3,179$922K0.3%-4.5%0.000%
1/17/2025 Baron Silver Stevens Financial Advisors LLC2,069$600K0.1%+6.6%0.000%
1/17/2025 Avior Wealth Management LLC14,510$4.21M0.2%-12.3%0.002%
1/17/2025 Beacon Investment Advisory Services Inc.4,374$1.27M0.1%-23.0%0.001%
1/17/2025 Bill Few Associates Inc.3,610$1.05M0.4%-10.4%0.001%
1/17/2025 Raleigh Capital Management Inc.3,643$1.06M0.4%+5.2%0.001%
1/17/2025 Adirondack Trust Co.11,866$3.44M1.3%-1.6%0.002%
1/17/2025 Mutual Advisors LLC17,073$4.78M0.1%-15.0%0.002%
1/17/2025 Wendell David Associates Inc.75,715$21.95M2.2%-1.4%0.011%
1/17/2025 Traynor Capital Management Inc.6,194$1.80M0.1%-5.4%0.001%
1/17/2025 Independent Wealth Network Inc.736$213K0.1%+5.1%0.000%
1/17/2025 Wesbanco Bank Inc.32,316$9.37M0.3%-2.1%0.005%
1/17/2025 Janney Montgomery Scott LLC390,250$113.13M0.3%+2.2%0.054%
1/17/2025 Bartlett & CO. Wealth Management LLC145,585$42.20M0.6%-0.1%0.020%
1/17/2025 GoalVest Advisory LLC5,285$1.53M0.4%+1.3%0.001%
1/17/2025 SG Americas Securities LLC10,300$2.99M0.0%-97.3%0.001%
1/17/2025 Phillips Wealth Planners LLC3,526$995K1.0%+5.3%0.000%
1/17/2025 Paragon Financial Partners Inc.3,665$1.06M0.8%-4.0%0.001%
1/17/2025 Kelleher Financial Advisors3,243$940K0.4%+1.5%0.000%
1/17/2025 Marino Stram & Associates LLC9,818$2.85M0.6%-0.8%0.001%
1/17/2025 Westside Investment Management Inc.998$289K0.1%+61.5%0.000%
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1/17/2025 Cetera Trust Company N.A8,359$2.42M1.6%+0.8%0.001%
1/17/2025 Janney Capital Management LLC67,279$19.50M1.3%-2.4%0.009%
1/17/2025 Magnus Financial Group LLC5,353$1.55M0.1%+7.6%0.001%
1/17/2025 Daymark Wealth Partners LLC135,217$39.20M1.3%-1.3%0.019%
1/17/2025 Finley Financial LLC361$102K0.1%N/A0.000%
1/17/2025 Albion Financial Group UT29,749$8.62M0.6%-0.8%0.004%
1/17/2025 Eagle Wealth Strategies LLC1,469$426K0.3%+3.5%0.000%
1/17/2025 Advisory Alpha LLC4,147$1.20M0.0%+10.3%0.001%
1/17/2025 West Branch Capital LLC9,958$2.89M0.9%+13.2%0.001%
1/17/2025 Missouri Trust & Investment Co1,884$546K0.2%-1.9%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, 3,371 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. ($19.48B), BlackRock Inc. ($14.31B), State Street Corp ($10.53B), Geode Capital Management LLC ($4.83B), Wellington Management Group LLP ($4.59B), and Morgan Stanley ($3.35B).Learn more on MCD's institutional investors.

What percentage of McDonald's stock is owned by institutional investors?

70.29% 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 2,820 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 ($456.69M), Norges Bank ($9.06M), Gallagher Fiduciary Advisors LLC ($5.61M), International Assets Investment Management LLC ($4.52M), Capital Research Global Investors ($2.21M), Osaic Holdings Inc. ($2.04M), and Price T Rowe Associates Inc. MD ($1.77M).

How much institutional buying is happening at McDonald's?

Institutional investors have bought a total of 536,427,649 shares in the last 24 months. This purchase volume represents approximately $158.91B in transactions.

Which McDonald's major shareholders have been selling company stock?

Of the 2,409 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: Price T Rowe Associates Inc. MD ($2.45M), Hudson Bay Capital Management LP ($2.41M), Magellan Asset Management Ltd ($2.40M), International Assets Investment Management LLC ($2.34M), Wellington Management Group LLP ($2.06M), Bank of New York Mellon Corp ($1.43M), and Marshall Wace LLP ($1.29M).

How much institutional selling is happening at McDonald's?

Institutional investors have sold a total of 53,189,080 shares in the last 24 months. This volume of shares sold represents approximately $14.93B in transactions.



This page (NYSE:MCD) was last updated on 1/21/2025 by MarketBeat.com Staff
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