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McDonald's (MCD) Institutional Ownership

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$296.87 -3.50 (-1.17%)
Closing price 07/18/2025 03:59 PM Eastern
Extended Trading
$297.00 +0.13 (+0.04%)
As of 07/18/2025 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Current
Institutional Ownership
Percentage
70.29%
Number of
Institutional Buyers
(last 12 months)
2291
Total
Institutional Inflows
(last 12 months)
$17.00B
Number of
Institutional Sellers
(last 12 months)
1915
Total
Institutional Outflows
(last 12 months)
$9.92B
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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
7/18/2025 Brookmont Capital Management14,078$4.11M2.4%-3.3%0.002%
7/18/2025 EWA LLC750$219K0.1%N/A0.000%
7/18/2025 Northstar Group Inc.6,445$1.88M0.3%-0.7%0.001%
7/18/2025 Philip James Wealth Mangement LLC1,739$508K0.1%-4.6%0.000%
7/18/2025 Warren Street Wealth Advisors LLC909$266K0.1%+5.7%0.000%
7/18/2025 Vicus Capital921$269K0.0%+41.7%0.000%
7/18/2025 Naples Global Advisors LLC18,456$5.39M0.5%+0.7%0.003%
7/18/2025 Parsons Capital Management Inc. RI15,482$4.52M0.3%-1.1%0.002%
7/18/2025 Pure Financial Advisors LLC7,801$2.28M0.0%+80.3%0.001%
7/18/2025 RKL Wealth Management LLC10,146$2.96M0.3%+5.9%0.001%
7/18/2025 Consolidated Planning Corp1,956$572K0.1%-18.2%0.000%
7/18/2025 Robeco Institutional Asset Management B.V.76,839$22.45M0.0%-2.7%0.011%
7/18/2025 BSW Wealth Partners1,329$388K0.1%-3.5%0.000%
7/18/2025 Woodward Diversified Capital LLC2,738$800K0.4%+72.2%0.000%
7/18/2025 Hudson Value Partners LLC12,936$3.78M1.3%+1.6%0.002%
7/18/2025 Community Financial Services Group LLC17,768$5.19M1.0%+2.6%0.002%
7/18/2025 B.O.S.S. Retirement Advisors LLC786$230K0.1%+15.1%0.000%
7/18/2025 SOA Wealth Advisors LLC.9,925$2.90M0.3%+6.4%0.001%
7/18/2025 Founders Capital Management8,863$2.59M1.6%-1.3%0.001%
7/18/2025 Northeast Financial Group Inc.781$228K0.1%-6.0%0.000%
7/18/2025 Vigilare Wealth Management1,359$397K0.1%+9.4%0.000%
7/18/2025 First Pacific Financial586$171K0.0%+59.2%0.000%
7/18/2025 Trilogy Capital Inc.1,911$558K0.0%+16.5%0.000%
7/18/2025 QTR Family Wealth LLC714$209K0.1%N/A0.000%
7/18/2025 Trust Co. of Vermont49,044$14.33M0.7%+1.1%0.007%
7/18/2025 Forbes J M & Co. LLP7,642$2.23M0.2%-2.4%0.001%
7/18/2025 Bartlett & CO. Wealth Management LLC80,807$23.61M0.3%-11.4%0.011%
7/18/2025 Rogco LP3,916$1.14M0.4%-7.4%0.001%
7/18/2025 Community Bank & Trust Waco Texas25,217$7.37M1.7%+0.6%0.004%
7/18/2025 Independent Investors Inc.17,795$5.20M1.1%-1.4%0.002%
7/18/2025 Childress Capital Advisors LLC2,148$628K0.2%+24.2%0.000%
7/18/2025 OLD Point Trust & Financial Services N A918$268K0.1%-4.8%0.000%
7/18/2025 PFG Investments LLC14,702$4.30M0.3%-0.4%0.002%
7/18/2025 Consolidated Portfolio Review Corp1,795$525K0.1%+2.4%0.000%
7/18/2025 Victrix Investment Advisors1,835$536K0.2%+19.2%0.000%
7/18/2025 Institute for Wealth Management LLC.3,222$941K0.1%-1.4%0.000%
7/18/2025 Columbia Asset Management16,510$4.82M0.9%-98.1%0.002%
7/18/2025 Brown Shipley& Co Ltd224$65K0.0%-30.9%0.000%
7/18/2025 Sicart Associates LLC3,150$920K0.3%-8.7%0.000%
7/18/2025 Generali Investments CEE investicni spolecnost a.s.20,587$6.02M0.5%+6.5%0.003%
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7/18/2025 Liberty Capital Management Inc.19,261$5.63M1.1%+5.5%0.003%
7/18/2025 Cooper Financial Group1,420$415K0.0%-37.4%0.000%
7/18/2025 Truist Financial Corp414,801$121.19M0.2%-2.3%0.058%
7/18/2025 Westhampton Capital LLC5,563$1.63M0.8%-4.7%0.001%
7/18/2025 Lockerman Financial Group Inc.1,244$363K0.5%-8.9%0.000%
7/18/2025 First United Bank & Trust9,995$2.92M1.0%-0.6%0.001%
7/18/2025 Union Bancaire Privee UBP SA184,465$50.83M1.0%-11.9%0.026%
7/17/2025 Chicago Capital LLC18,996$5.55M0.1%+4.2%0.003%
7/17/2025 Trivium Point Advisory LLC16,592$4.85M0.5%-4.6%0.002%
7/17/2025 LifeGuide Financial Advisors LLC1,086$317K0.1%+38.2%0.000%
7/17/2025 Park Place Capital Corp108$32K0.0%-68.2%0.000%
7/17/2025 Greenleaf Trust25,635$7.49M0.1%-25.6%0.004%
7/17/2025 Mattern Wealth Management LLC8,499$2.48M0.5%-0.7%0.001%
7/17/2025 Halbert Hargrove Global Advisors LLC109$32K0.0%+2,625.0%0.000%
7/17/2025 XML Financial LLC7,721$2.26M0.2%+11.7%0.001%
7/17/2025 HCR Wealth Advisors5,277$1.54M0.2%-2.0%0.001%
7/17/2025 Capital Investment Advisors LLC33,100$9.67M0.2%-0.6%0.005%
7/17/2025 Centennial Wealth Advisory LLC2,690$787K0.3%+3.0%0.000%
7/17/2025 Tealwood Asset Management Inc.7,922$2.32M1.0%-2.4%0.001%
7/17/2025 Raleigh Capital Management Inc.1,684$492K0.2%-5.7%0.000%
7/17/2025 Spartan Planning & Wealth Management902$264K0.2%-31.6%0.000%
7/17/2025 HB Wealth Management LLC81,340$23.77M0.2%-4.8%0.011%
7/17/2025 Janney Capital Management LLC71,840$20.99M1.4%-1.4%0.010%
7/17/2025 Kavar Capital Partners Group LLC10,432$3.05M0.4%-1.3%0.001%
7/17/2025 Janney Montgomery Scott LLC366,887$107.19M0.3%-3.0%0.051%
7/17/2025 Venture Visionary Partners LLC23,228$6.79M0.3%-2.9%0.003%
7/17/2025 Smith Anglin Financial LLC2,809$821K0.1%-1.8%0.000%
7/17/2025 Smith Chas P & Associates PA Cpas176,983$51.71M2.9%+0.9%0.025%
7/17/2025 Elser Financial Planning Inc1,115$334K0.0%-3.4%0.000%
7/17/2025 Oakworth Capital Inc.5,370$1.57M0.1%-3.2%0.001%
7/17/2025 Baron Silver Stevens Financial Advisors LLC2,376$694K0.1%+10.2%0.000%
7/17/2025 Montis Financial LLC1,283$375K0.1%-3.2%0.000%
7/17/2025 Invesco LLC6,490$1.90M0.7%+3.4%0.001%
7/17/2025 Prepared Retirement Institute LLC930$272K0.2%-29.2%0.000%
7/17/2025 Wolff Wiese Magana LLC4,627$1.35M0.8%-2.7%0.001%
7/17/2025 Nova R Wealth Inc.1,158$338K0.2%-7.7%0.000%
7/17/2025 Archford Capital Strategies LLC5,035$1.47M0.2%-54.8%0.001%
7/17/2025 FARMERS & MERCHANTS TRUST Co OF LONG BEACH2,840$830K0.2%+15.3%0.000%
7/17/2025 Moss Adams Wealth Advisors LLC3,717$1.09M0.1%+8.7%0.001%
7/17/2025 GC Wealth Management RIA LLC9,187$2.68M0.2%+125.5%0.001%
7/17/2025 ERn Financial LLC904$264K0.1%-36.7%0.000%
7/17/2025 Alpine Bank Wealth Management5,498$1.61M0.2%-4.0%0.001%
7/17/2025 Hanson & Doremus Investment Management4,924$1.44M0.2%+2.6%0.001%
7/17/2025 R.H. Investment Group LLC12,324$3.60M3.3%+0.3%0.002%
7/17/2025 Albion Financial Group UT29,406$8.59M0.6%-0.5%0.004%
7/17/2025 Sound Income Strategies LLC5,285$1.54M0.1%-5.1%0.001%
7/17/2025 Investment Research & Advisory Group Inc.599$175K0.1%+316.0%0.000%
7/17/2025 Delta Capital Management LLC12,275$3.59M1.3%-0.8%0.002%
7/17/2025 First County Bank CT 4,623$1.35M0.7%+4.6%0.001%
7/17/2025 Investment Advisory Services Inc. TX ADV18,096$5.29M1.8%+3.9%0.003%
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7/17/2025 Independence Bank of Kentucky8,333$2.44M0.3%-2.9%0.001%
7/17/2025 Moody Lynn & Lieberson LLC36,992$10.81M0.6%+1.8%0.005%
7/17/2025 Peoples Financial Services CORP.17,116$5.00M2.5%-3.6%0.002%
7/17/2025 Smith Salley Wealth Management9,340$2.73M0.2%+9.2%0.001%
7/17/2025 Addenda Capital Inc.22,186$6.48M0.3%-0.6%0.003%
7/17/2025 City Holding Co.22,133$6.47M0.8%+1.2%0.003%
7/17/2025 Johnson & White Wealth Management LLC2,397$700K0.4%+4.6%0.000%
7/17/2025 Grandview Asset Management LLC1,292$377K0.1%+11.7%0.000%
7/17/2025 Beacon Capital Management LLC945$276K0.0%+4.3%0.000%
7/17/2025 Patton Albertson Miller Group LLC5,012$1.46M0.2%+6.2%0.001%
(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, 3,693 institutional investors and hedge funds held shares of McDonald's. The most heavily invested institutionals were Vanguard Group Inc. ($21.99B), State Street Corp ($10.53B), Geode Capital Management LLC ($4.65B), Wellington Management Group LLP ($3.70B), Morgan Stanley ($3.35B), Capital Research Global Investors ($3.09B), and Price T Rowe Associates Inc. MD ($2.92B).Learn more on McDonald'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 3,107 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 ($456.68M), Norges Bank ($18.46M), Gallagher Fiduciary Advisors LLC ($5.61M), International Assets Investment Management LLC ($4.47M), Nuveen LLC ($4.24M), GAMMA Investing LLC ($3.50M), and Capital Research Global Investors ($2.74M).

How much institutional buying is happening at McDonald's?

Institutional investors have bought a total of 57,489,101 shares in the last 24 months. This purchase volume represents approximately $17.00B in transactions.

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

Of the 1,912 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 ($3.23M), International Assets Investment Management LLC ($2.31M), Capital World Investors ($2.21M), Legal & General Group Plc ($1.55M), Janus Henderson Group PLC ($1.23M), FMR LLC ($1.04M), and T. Rowe Price Investment Management Inc. ($978.46K).

How much institutional selling is happening at McDonald's?

Institutional investors have sold a total of 33,946,092 shares in the last 24 months. This volume of shares sold represents approximately $9.92B in transactions.



This page (NYSE:MCD) was last updated on 7/21/2025 by MarketBeat.com Staff
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