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McDonald's (MCD) Institutional Ownership

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+1.04 (+0.39%)
(As of 05/8/2024 ET)
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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)
2058
Total
Institutional Inflows
(last 12 months)
$150.19B
Number of
Institutional Sellers
(last 12 months)
1771
Total
Institutional Outflows
(last 12 months)
$8.56B
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MCD Institutional Buying and Selling by Quarter

McDonald's Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2024Edmond DE Rothschild Holding S.A.144,819$40.83M0.7%-4.2%0.020%
5/8/2024Cozad Asset Management Inc.8,922$2.52M0.3%-2.2%0.001%
5/8/2024Richard C. Young & CO. LTD.41,534$11.71M1.5%-1.8%0.006%
5/8/2024MAI Capital Management143,151$40.36M0.4%+4.5%0.020%
5/8/2024Financial & Tax Architects LLC19,849$5.60M1.5%+1.5%0.003%
5/8/2024Bleakley Financial Group LLC23,251$6.56M0.2%+0.6%0.003%
5/8/2024Heritage Wealth Advisors96,227$27.13M1.0%+10.2%0.013%
5/8/2024ProShare Advisors LLC755,521$213.02M0.6%-10.4%0.105%
5/8/2024Cognios Beta Neutral Large Cap Fund LP1,785$503K0.7%-7.5%0.000%
5/8/2024Commonwealth of Pennsylvania Public School Empls Retrmt SYS159,234$44.90M0.3%+0.2%0.022%
5/8/2024Avantax Advisory Services Inc.65,663$18.51M0.2%+37.2%0.009%
5/8/2024US Bancorp DE1,074,851$303.05M0.4%-1.3%0.149%
5/8/2024Isthmus Partners LLC51,294$14.46M1.6%+22.2%0.007%
5/8/2024Russell Investments Group Ltd.527,750$148.80M0.2%+12.5%0.073%
5/8/2024Roffman Miller Associates Inc. PA152,155$42.90M2.9%-2.3%0.021%
5/8/2024QRG Capital Management Inc.84,722$23.89M0.3%+0.3%0.012%
5/8/2024Watershed Private Wealth LLC821$231K0.1%-12.5%0.000%
5/8/2024Headlands Technologies LLC7,749$2.19M0.5%N/A0.001%
5/8/2024New Republic Capital LLC1,198$338K0.2%-9.0%0.000%
5/8/2024Williams Jones Wealth Management LLC.13,821$3.90M0.0%+4.9%0.002%
5/8/2024Semus Wealth Partners LLC2,676$755K0.6%-4.4%0.000%
5/8/2024Keeler Thomas Management LLC16,719$4.71M1.6%-0.3%0.002%
5/8/2024Delta Financial Advisors LLC5,360$1.51M0.6%-1.1%0.001%
5/8/2024Thoroughbred Financial Services LLC16,871$4.76M0.5%-5.9%0.002%
5/7/2024Verus Capital Partners LLC13,281$3.75M0.4%-3.1%0.002%
5/7/2024Capital Square LLC1,370$386K0.3%+37.1%0.000%
5/7/2024Meeder Advisory Services Inc.13,159$3.71M0.4%+0.4%0.002%
5/7/2024Meeder Asset Management Inc.2,983$841K0.1%-90.8%0.000%
5/7/2024Choate Investment Advisors22,937$6.47M0.2%-2.3%0.003%
5/7/2024Sfmg LLC5,232$1.48M0.1%+1.0%0.001%
5/7/2024Fiduciary Family Office LLC2,257$636K0.2%+2.6%0.000%
5/7/2024WNY Asset Management LLC4,486$1.27M0.2%-0.8%0.001%
5/7/2024 Abbrea Capital LLC11,151$3.14M0.4%-6.0%0.002%
5/7/2024Sei Investments Co.332,616$93.78M0.1%+15.9%0.046%
5/7/2024GW Henssler & Associates Ltd.46,508$13.11M0.8%-0.8%0.006%
5/7/2024Chilton Capital Management LLC1,096$309K0.0%+15.0%0.000%
5/7/2024Stonebrook Private Inc.12,194$3.44M1.0%-0.4%0.002%
5/7/2024Nixon Peabody Trust Co.3,358$947K0.1%-19.6%0.000%
5/7/2024Concurrent Investment Advisors LLC29,657$8.36M0.3%+2.0%0.004%
5/7/2024Keudell Morrison Wealth Management930$262K0.1%-16.1%0.000%
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5/7/2024Atomi Financial Group Inc.3,938$1.11M0.1%+7.5%0.001%
5/7/2024 Anchor Capital Advisors LLC2,182$615K0.0%-66.4%0.000%
5/7/2024Reynders McVeigh Capital Management LLC12,624$3.56M0.2%-0.9%0.002%
5/7/2024 Allegheny Financial Group LTD2,372$669K0.2%+9.8%0.000%
5/7/2024Montag A & Associates Inc.26,229$7.40M0.4%-1.0%0.004%
5/7/2024Redwood Wealth Management Group LLC3,300$930K1.0%-6.6%0.000%
5/7/2024Primoris Wealth Advisors LLC3,030$854K0.7%-29.0%0.000%
5/7/2024Susquehanna Fundamental Investments LLC49,102$13.84M0.6%N/A0.007%
5/7/2024WealthPLAN Partners LLC3,648$1.03M0.1%-4.8%0.001%
5/7/2024Keating Investment Counselors Inc.2,515$709K0.2%-29.5%0.000%
5/7/2024CarsonAllaria Wealth Management Ltd.554$156K0.1%+304.4%0.000%
5/7/2024Susquehanna Portfolio Strategies LLC51,703$14.58M0.3%-35.8%0.007%
5/7/2024KCM Investment Advisors LLC76,474$21.56M0.8%-1.1%0.011%
5/7/2024Smithfield Trust Co22,359$6.30M0.3%-1.7%0.003%
5/7/2024Facet Wealth Inc.895$241K0.0%+10.4%0.000%
5/7/2024Bernardo Wealth Planning LLC2,026$571K0.2%+1.9%0.000%
5/7/2024Swiss National Bank2,172,200$612.45M0.4%-4.7%0.301%
5/7/2024NTV Asset Management LLC2,655$749K0.1%+38.9%0.000%
5/7/2024Forsta AP Fonden202,700$57.15M0.5%+25.7%0.028%
5/7/2024Highland Capital Management LLC957$270K0.0%-5.4%0.000%
5/7/2024Illinois Municipal Retirement Fund27,948$7.88M0.1%+18.6%0.004%
5/7/2024Mitsubishi UFJ Asset Management UK Ltd.3,000$846K0.4%-62.5%0.000%
5/7/2024 Advantage Trust Co3,543$999K0.7%-2.7%0.000%
5/7/2024Capital Wealth Planning LLC1,538,043$433.65M4.6%+1.1%0.213%
5/7/2024Nvwm LLC5,573$1.57M0.4%-2.3%0.001%
5/7/2024 Allen Investment Management LLC19,564$5.52M0.1%-0.8%0.003%
5/7/2024Oppenheimer Asset Management Inc.16,659$4.70M0.1%-6.9%0.002%
5/7/2024Oppenheimer & Co. Inc.58,669$16.54M0.3%+4.0%0.008%
5/7/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management13,102$3.69M0.1%+8.2%0.002%
5/7/2024Obermeyer Wood Investment Counsel Lllp112,624$31.75M1.9%-30.3%0.016%
5/7/2024Brooklyn Investment Group4,530$1.27M0.5%-5.2%0.001%
5/7/2024 Hilltop National Bank3,076$867K0.3%N/A0.000%
5/7/2024 Wealthspire Advisors LLC15,099$4.26M0.1%-2.3%0.002%
5/7/2024 Insight Advisors LLC PA3,863$1.09M0.2%+1.8%0.001%
5/7/2024 Retirement Planning Co of New England Inc.5,220$1.47M0.8%-2.7%0.001%
5/7/2024 Mystic Asset Management Inc.4,679$1.32M0.5%+12.0%0.001%
5/7/2024 Marquette Asset Management LLC180$51K0.0%-40.0%0.000%
5/7/2024 Metis Global Partners LLC44,974$12.68M0.5%+0.5%0.006%
5/7/2024 Empowered Funds LLC31,984$9.02M0.2%+32.8%0.004%
5/7/2024 AIA Group Ltd3,348$944K0.0%N/A0.000%
5/7/2024 Motive Wealth Advisors1,255$354K0.2%N/A0.000%
5/7/2024 Sciencast Management LP6,957$1.96M1.2%N/A0.001%
5/7/2024 Stokes Family Office LLC7,452$2.10M0.3%-6.3%0.001%
5/6/2024 Quantbot Technologies LP12,581$3.55M0.2%N/A0.002%
5/6/2024 Envestnet Portfolio Solutions Inc.34,879$9.83M0.0%+36.5%0.005%
5/6/2024 ORG Partners LLC604$170K0.3%-88.0%0.000%
5/6/2024 Duality Advisers LP17,651$4.98M0.5%N/A0.002%
5/6/2024 CFO4Life Group LLC2,907$820K0.1%+55.4%0.000%
5/6/2024 OLD Second National Bank of Aurora9,403$2.65M0.7%-16.3%0.001%
5/6/2024 SYM FINANCIAL Corp2,056$580K0.1%-10.8%0.000%
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5/6/2024 MGB Wealth Management LLC4,705$1.33M0.5%+9.2%0.001%
5/6/2024 Capital City Trust Co. FL10,018$2.82M0.8%-1.6%0.001%
5/6/2024 VitalStone Financial LLC594$167K0.1%+26.7%0.000%
5/6/2024 Advisory Services Network LLC44,217$12.47M0.3%+3.0%0.006%
5/6/2024 Manchester Capital Management LLC8,981$2.53M0.3%+19.0%0.001%
5/6/2024 Bard Financial Services Inc.60,235$16.98M1.8%-0.4%0.008%
5/6/2024 W.H. Cornerstone Investments Inc.1,211$342K0.2%-19.9%0.000%
5/6/2024 Oxbow Advisors LLC21,311$6.01M0.8%+0.2%0.003%
5/6/2024 Advisory Alpha LLC4,787$1.35M0.1%+63.8%0.001%
5/6/2024 Flossbach Von Storch AG201,132$56.71M0.2%+4.8%0.028%
(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, 3,322 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. ($20.47B), BlackRock Inc. ($14.31B), State Street Corp ($10.17B), Geode Capital Management LLC ($4.24B), Wellington Management Group LLP ($3.50B), 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 2,842 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 ($456.70M), Norges Bank ($9.06M), Gallagher Fiduciary Advisors LLC ($5.61M), Price T Rowe Associates Inc. MD ($2.87M), Vanguard Group Inc. ($2.23M), International Assets Investment Management LLC ($2.22M), and Capital World Investors ($2.21M).

How much institutional buying is happening at McDonald's?

Institutional investors have bought a total of 542,368,866 shares in the last 24 months. This purchase volume represents approximately $159.57B in transactions.

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

Of the 2,349 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 ($5.02M), Magellan Asset Management Ltd ($4.58M), BlackRock Inc. ($2.91M), State Street Corp ($2.63M), Hudson Bay Capital Management LP ($2.41M), Capital Research Global Investors ($2.37M), and Renaissance Technologies LLC ($2.26M).

How much institutional selling is happening at McDonald's?

Institutional investors have sold a total of 69,336,929 shares in the last 24 months. This volume of shares sold represents approximately $18.31B in transactions.


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This page (NYSE:MCD) was last updated on 5/9/2024 by MarketBeat.com Staff

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