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McDonald's (MCD) Institutional Ownership

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$292.68 +2.45 (+0.84%)
(As of 12/20/2024 05:45 PM ET)

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

Current
Institutional Ownership
Percentage
70.29%
Number of
Institutional Buyers
(last 12 months)
1898
Total
Institutional Inflows
(last 12 months)
$13.42B
Number of
Institutional Sellers
(last 12 months)
1668
Total
Institutional Outflows
(last 12 months)
$5.95B
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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
12/19/2024 Independent Solutions Wealth Management LLC8,939$2.72M0.6%+13.8%0.001%
12/19/2024 Principal Financial Group Inc.843,126$256.74M0.1%-4.9%0.118%
12/18/2024 IMS Capital Management2,951$899K0.4%-4.2%0.000%
12/16/2024 SMART Wealth LLC2,157$657K0.3%-6.1%0.000%
12/13/2024 Lord Abbett & CO. LLC280,204$85.33M0.3%+0.5%0.039%
12/13/2024 B. Riley Wealth Advisors Inc.54,408$16.55M0.5%-6.8%0.008%
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12/12/2024 Legacy Wealth Management LLC MS5,423$1.65M0.6%+6.4%0.001%
12/11/2024 1ST Source Bank31,160$9.49M0.5%-3.3%0.004%
12/10/2024 Birmingham Capital Management Co. Inc. AL36,313$11.06M4.0%+2.3%0.005%
12/10/2024 DGS Capital Management LLC705$215K0.1%N/A0.000%
12/10/2024 Garden State Investment Advisory Services LLC1,293$395K0.1%+3.9%0.000%
12/9/2024 Copley Financial Group Inc.2,246$684K0.6%N/A0.000%
12/6/2024 Logan Capital Management Inc.36,747$11.19M0.5%-4.1%0.005%
12/6/2024 Retirement Systems of Alabama352,028$107.20M0.4%-5.2%0.049%
12/3/2024 Garde Capital Inc.2,613$796K0.1%+3.4%0.000%
12/2/2024 Beaird Harris Wealth Management LLC311$95K0.0%-50.3%0.000%
11/29/2024 American Trust7,768$2.37M0.2%+1.5%0.001%
11/29/2024 Old North State Trust LLC2,941$896K0.7%+4.2%0.000%
11/27/2024 Franklin Resources Inc.3,259,851$1.01B0.3%-13.0%0.455%
11/26/2024 Asset Advisors Investment Management LLC7,373$2.25M0.2%-3.9%0.001%
11/26/2024 Peapack Gladstone Financial Corp129,836$39.54M0.6%-0.3%0.018%
11/25/2024 Synovus Financial Corp103,779$31.60M0.4%-3.6%0.014%
11/25/2024 Centerstone Investors LLC8,255$2.51M2.3%-14.0%0.001%
11/25/2024 Optimist Retirement Group LLC7,240$2.21M1.0%+5.3%0.001%
11/25/2024 Cim Investment Management Inc.6,613$2.01M0.6%-2.1%0.001%
11/25/2024 Destination Wealth Management83,431$25.41M0.8%+1.6%0.012%
11/25/2024 Wilmington Savings Fund Society FSB78,751$23.98M0.4%+96.5%0.011%
11/25/2024 Arvest Bank Trust Division7,987$2.43M0.1%N/A0.001%
11/25/2024 Sfmg LLC4,859$1.48M0.1%-4.0%0.001%
11/25/2024 World Investment Advisors LLC6,675$2.03M0.0%+12.7%0.001%
11/25/2024 Sanctuary Advisors LLC173,609$50.40M0.3%-10.0%0.024%
11/25/2024 Pine Valley Investments Ltd Liability Co19,452$5.92M0.4%-2.5%0.003%
11/22/2024 Stock Yards Bank & Trust Co.53,870$16.40M0.5%-3.5%0.008%
11/21/2024 Anchor Investment Management LLC14,083$4.29M0.4%+7.7%0.002%
11/21/2024 Tudor Financial Inc.1,293$394K0.2%N/A0.000%
11/20/2024 Diamant Asset Management Inc.9,544$2.91M1.8%+1.9%0.001%
11/20/2024 SOA Wealth Advisors LLC.4,679$1.43M0.3%-15.6%0.001%
11/20/2024 Virtu Financial LLC5,409$1.65M0.1%N/A0.001%
11/20/2024 Bard Financial Services Inc.57,410$17.48M2.1%-4.2%0.008%
11/19/2024 McIlrath & Eck LLC1,537$468K0.1%+11.6%0.000%
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11/19/2024 Invst LLC1,493$455K0.1%-6.2%0.000%
11/19/2024 Citizens Business Bank11,166$3.40M0.7%-1.7%0.002%
11/19/2024 Unigestion Holding SA126,371$38.47M1.9%-13.9%0.018%
11/19/2024 TCW Group Inc.12,655$3.85M0.0%-3.3%0.002%
11/19/2024 Hohimer Wealth Management LLC9,266$2.82M0.6%+1.0%0.001%
11/18/2024 Soltis Investment Advisors LLC2,869$874K0.1%+6.9%0.000%
11/18/2024 Rehmann Capital Advisory Group8,515$2.59M0.2%-5.4%0.001%
11/18/2024 Virtue Capital Management LLC1,055$321K0.1%-12.6%0.000%
11/18/2024 Fortem Financial Group LLC1,911$582K0.2%-52.0%0.000%
11/18/2024 Arete Wealth Advisors LLC34,466$10.46M0.9%-7.3%0.005%
11/18/2024 Teachers Retirement System of The State of Kentucky82,967$25.27M0.2%-4.4%0.012%
11/18/2024 Toronto Dominion Bank385,982$117.54M0.2%-1.2%0.054%
11/18/2024 Empire Financial Management Company LLC2,907$886K0.3%-23.7%0.000%
11/18/2024 Neo Ivy Capital Management1,338$408K0.1%N/A0.000%
11/18/2024 Brown Financial Advisors5,763$1.76M0.7%-8.9%0.001%
11/18/2024 Coldstream Capital Management Inc.30,295$9.22M0.2%+6.7%0.004%
11/18/2024 RB Capital Management LLC6,494$1.98M0.5%-3.0%0.001%
11/18/2024 FRG Family Wealth Advisors LLC11,352$3.46M0.6%-1.5%0.002%
11/18/2024 First Dallas Securities Inc.2,825$860K0.4%-4.5%0.000%
11/16/2024 Geode Capital Management LLC15,916,980$4.83B0.4%+1.4%2.221%
11/15/2024 Insight Inv LLC1,391$424K0.4%-4.1%0.000%
11/15/2024 Goodman Advisory Group LLC9,511$2.90M0.8%+53.9%0.001%
11/15/2024 Greenwood Gearhart Inc.5,314$1.62M0.1%-1.9%0.001%
11/15/2024 Frisch Financial Group Inc.3,432$1.05M0.3%-28.2%0.000%
11/15/2024 Brophy Wealth Management LLC5,095$1.55M0.6%N/A0.001%
11/15/2024 High Falls Advisors Inc3,238$986K0.2%-8.8%0.000%
11/15/2024 Resources Management Corp CT ADV67,739$20.63M2.8%-0.3%0.009%
11/15/2024 Executive Wealth Management LLC37,649$11.47M0.9%N/A0.005%
11/15/2024 Abel Hall LLC1,188$362K0.2%-3.8%0.000%
11/15/2024 Continuum Advisory LLC4,069$1.22M0.2%-1.1%0.001%
11/15/2024 LRI Investments LLC7,418$2.22M0.2%+30.4%0.001%
11/15/2024 Gordian Capital Singapore Pte Ltd4,040$1.23M0.5%-10.6%0.001%
11/15/2024 PYA Waltman Capital LLC4,327$1.32M0.4%+4.7%0.001%
11/15/2024 Peloton Wealth Strategists5,810$1.77M0.7%+0.7%0.001%
11/15/2024 Geller Advisors LLC2,732$832K0.1%+3.8%0.000%
11/15/2024 Drucker Wealth 3.0 LLC712$217K0.1%N/A0.000%
11/15/2024 Hamilton Capital LLC2,094$612K0.0%+2.8%0.000%
11/15/2024 Public Employees Retirement System of Ohio321,921$98.03M0.4%-0.9%0.045%
11/15/2024 SGL Investment Advisors Inc.676$202K0.1%N/A0.000%
11/15/2024 Cape Cod Five Cents Savings Bank30,120$9.17M0.9%-0.1%0.004%
11/15/2024 Groupama Asset Managment29,326$8.93M0.2%-5.8%0.004%
11/15/2024 Roffman Miller Associates Inc. PA155,813$47.45M2.9%+0.8%0.022%
11/15/2024 Nomura Asset Management Co. Ltd.572,197$174.24M0.5%+31.0%0.080%
11/15/2024 Raab & Moskowitz Asset Management LLC10,966$3.34M0.8%+0.9%0.002%
11/15/2024 MML Investors Services LLC118,290$36.02M0.1%-3.5%0.017%
11/15/2024 Hodges Capital Management Inc.8,227$2.51M0.2%-40.0%0.001%
11/15/2024 First National Bank of Omaha3,942$1.20M0.1%-7.2%0.001%
11/15/2024 Legacy Investment Solutions LLC85$25K0.0%N/A0.000%
11/15/2024 Kimelman & Baird LLC28,100$8.56M0.7%-2.6%0.004%
11/15/2024 Northeast Financial Consultants Inc7,452$2.27M0.1%+0.8%0.001%
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11/15/2024 Mosaic Financial Group LLC4,116$1.25M0.9%-6.5%0.001%
11/15/2024 Dunhill Financial LLC827$252K0.1%+4.7%0.000%
11/15/2024 Passive Capital Management LLC.758$231K0.1%N/A0.000%
11/15/2024 Orion Portfolio Solutions LLC44,433$13.53M0.3%+0.3%0.006%
11/15/2024 World Investment Advisors LLC106,834$32.53M0.2%+1,703.7%0.015%
11/15/2024 XTX Topco Ltd4,354$1.33M0.1%N/A0.001%
11/15/2024 Zacks Investment Management358,196$109.07M0.9%+10.5%0.050%
11/15/2024 Zurich Insurance Group Ltd FI268,650$81.81M0.7%+3,580.1%0.037%
11/15/2024 Hendershot Investments Inc.3,663$1.12M0.2%-1.6%0.001%
11/15/2024 Goldstream Capital Management Ltd5,434$1.66M0.6%N/A0.001%
(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, 3,361 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 2,818 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 536,136,175 shares in the last 24 months. This purchase volume represents approximately $158.82B in transactions.

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

Of the 2,398 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), Wellington Management Group LLP ($2.06M), Bank of New York Mellon Corp ($1.43M), Marshall Wace LLP ($1.29M), and AMF Tjanstepension AB ($1.24M).

How much institutional selling is happening at McDonald's?

Institutional investors have sold a total of 50,514,258 shares in the last 24 months. This volume of shares sold represents approximately $14.15B in transactions.



This page (NYSE:MCD) was last updated on 12/21/2024 by MarketBeat.com Staff
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