McDonald's Ownership 2024 | Who Owns McDonald's Now?
Institutional Ownership
69.73%
Insider Ownership
0.18%
Retail Ownership
30.09%
Institutional Holders
2.99K
McDonald's Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VANGUARD GROUP INC | 9.63% | 0.34% | 69,505,964 | 426,746 | 0.62% | 17,712,899,891 | Jun 30, 2024 |
BLACKROCK INC. | 6.95% | 0.29% | 50,178,831 | -608,363 | -1.20% | 12,787,573,330 | Jun 30, 2024 |
STATE STREET CORP | 4.80% | 0.39% | 34,614,078 | 15,614 | 0.05% | 8,821,051,638,000 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 2.55% | 0.39% | 18,390,185 | 1,310,802 | 7.67% | 4,686,555,072 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.17% | 0.35% | 15,696,615 | 290,163 | 1.88% | 3,991,531,096 | Jun 30, 2024 |
WELLINGTON MANAGEMENT GROUP LLP | 2.07% | 0.68% | 14,954,094 | 4,021,043 | 36.78% | 3,810,901,315 | Jun 30, 2024 |
MORGAN STANLEY | 1.86% | 0.27% | 13,448,685 | 116,534 | 0.87% | 3,427,263,605 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 1.86% | 0.30% | 13,421,346 | -2,282,822 | -14.54% | 3,420,295,838 | Jun 30, 2024 |
NORGES BANK | 1.27% | 0.35% | 9,143,848 | 9,143,848 | 100.00% | 2,330,218,224 | Jun 30, 2024 |
CAPITAL RESEARCH GLOBAL INVESTORS | 1.21% | 0.49% | 8,757,030 | 3,286,023 | 60.06% | 2,231,641,525 | Jun 30, 2024 |
NORTHERN TRUST CORP | 1.16% | 0.36% | 8,347,914 | -173,973 | -2.04% | 2,127,382,404,000 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | 1.15% | 0.51% | 8,324,740 | 187,454 | 2.30% | 2,121,476,607 | Jun 30, 2024 |
PRICE T ROWE ASSOCIATES INC /MD/ | 1.05% | 0.23% | 7,597,031 | 1,738,051 | 29.66% | 1,936,029,000 | Jun 30, 2024 |
ROYAL BANK OF CANADA | 1.02% | 0.42% | 7,338,937 | -284,436 | -3.73% | 1,870,257,000 | Jun 30, 2024 |
LEGAL & GENERAL GROUP PLC | 0.85% | 0.35% | 6,149,080 | 188,888 | 3.17% | 1,567,029,798 | Jun 30, 2024 |
BANK OF NEW YORK MELLON CORP | 0.81% | 0.28% | 5,876,570 | -181,001 | -2.99% | 1,497,585,100 | Jun 30, 2024 |
UBS GROUP AG | 0.80% | 0.36% | 5,742,747 | 96,780 | 1.71% | 1,463,481,647 | Jun 30, 2024 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.76% | 0.27% | 5,515,253 | 50,002 | 0.91% | 1,405,506,872 | Jun 30, 2024 |
NUVEEN ASSET MANAGEMENT, LLC | 0.76% | 0.41% | 5,465,582 | -23,708 | -0.43% | 1,392,848,982 | Jun 30, 2024 |
AMERIPRISE FINANCIAL INC | 0.66% | 0.33% | 4,761,625 | 354,196 | 8.04% | 1,216,677,185 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
SPEAR HOLDINGS RSC LTD | 0.02% | 28.30% | 157,300 | 157,300 | 100.00% | 40,086,332 | Jun 30, 2024 |
B&D WHITE CAPITAL COMPANY, LLC | 0.02% | 7.85% | 147,420 | 122,635 | 494.80% | 37,568,513 | Jun 30, 2024 |
DAVIS-REA LTD. | 0.01% | 7.50% | 58,887 | 29,676 | 101.59% | 15,006,763 | Jun 30, 2024 |
MASTERTON CAPITAL MANAGEMENT, LP | 0.01% | 6.53% | 35,900 | -2,900 | -7.47% | 9,148,756 | Jun 30, 2024 |
INFUSIVE ASSET MANAGEMENT INC. | 0.01% | 5.78% | 56,152 | -534 | -0.94% | 14,309,776 | Jun 30, 2024 |
LANSING STREET ADVISORS | 0.01% | 5.31% | 50,006 | 330 | 0.66% | 12,743,566 | Jun 30, 2024 |
CONSULTA LTD | 0.04% | 5.21% | 300,000 | 85,000 | 39.53% | 76,452,000 | Jun 30, 2024 |
RBO & CO LLC | 0.02% | 5.06% | 111,344 | -542 | -0.48% | 28,374,905 | Jun 30, 2024 |
PICTET BANK & TRUST LTD | 0.00% | 4.79% | 18,468 | - | - | 4,706,385 | Jun 30, 2024 |
CKW FINANCIAL GROUP | 0.02% | 4.55% | 142,515 | - | - | 35,627,000 | Jun 30, 2024 |
HS MANAGEMENT PARTNERS, LLC | 0.04% | 4.42% | 314,291 | -2,514 | -0.79% | 80,093,918 | Jun 30, 2024 |
HUTNER CAPITAL MANAGEMENT INC | 0.00% | 4.22% | 30,200 | -139 | -0.46% | 7,696,087 | Jun 30, 2024 |
ELIOT FINKEL INVESTMENT COUNSEL, LLC | 0.00% | 4.10% | 24,415 | -50 | -0.20% | 6,221,919 | Jun 30, 2024 |
SPRING CAPITAL MANAGEMENT, LLC | 0.00% | 4.08% | 17,329 | 127 | 0.74% | 5,171,147 | Jun 30, 2024 |
TLW WEALTH MANAGEMENT, LLC | 0.00% | 3.91% | 24,601 | 5,090 | 26.09% | 6,269,319 | Jun 30, 2024 |
GRANITE HARBOR ADVISORS, INC. | 0.00% | 3.82% | 23,656 | 304 | 1.30% | 6,028,459 | Jun 30, 2024 |
PARAGON CAPITAL MANAGEMENT LLC | 0.00% | 3.82% | 27,765 | -299 | -1.07% | 7,075,706 | Jun 30, 2024 |
CAPSTONE FINANCIAL ADVISORS, INC. | 0.03% | 3.78% | 224,542 | 2,442 | 1.10% | 57,222,157 | Jun 30, 2024 |
BANQUE PICTET & CIE SA | 0.22% | 3.66% | 1,584,207 | -139,070 | -8.07% | 403,719,312 | Jun 30, 2024 |
FOCUSED INVESTORS LLC | 0.06% | 3.65% | 441,500 | -12,800 | -2.82% | 112,511,860 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 1.27% | 0.35% | 9,143,848 | 9,143,848 | 100.00% | 2,330,218,224 | Jun 30, 2024 |
WELLINGTON MANAGEMENT GROUP LLP | 2.07% | 0.68% | 14,954,094 | 4,021,043 | 36.78% | 3,810,901,315 | Jun 30, 2024 |
CAPITAL RESEARCH GLOBAL INVESTORS | 1.21% | 0.49% | 8,757,030 | 3,286,023 | 60.06% | 2,231,641,525 | Jun 30, 2024 |
VIKING GLOBAL INVESTORS LP | 0.26% | 1.84% | 1,876,019 | 1,876,019 | 100.00% | 478,084,682 | Jun 30, 2024 |
PRICE T ROWE ASSOCIATES INC /MD/ | 1.05% | 0.23% | 7,597,031 | 1,738,051 | 29.66% | 1,936,029,000 | Jun 30, 2024 |
UBS ASSET MANAGEMENT AMERICAS INC | 0.64% | 0.34% | 4,631,919 | 1,528,670 | 49.26% | 1,180,398,237 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 2.55% | 0.39% | 18,390,185 | 1,310,802 | 7.67% | 4,686,555,072 | Jun 30, 2024 |
CAPITAL WORLD INVESTORS | 0.60% | 0.18% | 4,338,548 | 773,150 | 21.68% | 1,105,635,572 | Jun 30, 2024 |
FRANKLIN RESOURCES INC | 0.52% | 0.29% | 3,746,730 | 535,989 | 16.69% | 954,816,673 | Jun 30, 2024 |
AMUNDI | 0.40% | 0.28% | 2,905,891 | 501,823 | 20.87% | 726,472,750 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 0.10% | 0.09% | 721,500 | 497,400 | 221.95% | 183,867,060 | Jun 30, 2024 |
SOROBAN CAPITAL PARTNERS LP | 0.07% | 1.84% | 491,928 | 491,928 | 100.00% | 125,362,932 | Jun 30, 2024 |
TWIN TREE MANAGEMENT, LP | 0.06% | 0.26% | 447,000 | 447,000 | 100.00% | 113,913,478 | Jun 30, 2024 |
COLONY GROUP, LLC | 0.08% | 0.48% | 565,338 | 435,475 | 335.33% | 144,070,000 | Jun 30, 2024 |
VANGUARD GROUP INC | 9.63% | 0.34% | 69,505,964 | 426,746 | 0.62% | 17,712,899,891 | Jun 30, 2024 |
MONDRIAN INVESTMENT PARTNERS LTD | 0.06% | 1.70% | 415,677 | 415,677 | 100.00% | 110,320,675 | Jun 30, 2024 |
AMERIPRISE FINANCIAL INC | 0.66% | 0.33% | 4,761,625 | 354,196 | 8.04% | 1,216,677,185 | Jun 30, 2024 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.06% | 0.38% | 401,887 | 348,663 | 655.09% | 102,416,883 | Jun 30, 2024 |
BARCLAYS PLC | 0.08% | 0.04% | 543,400 | 320,700 | 144.01% | 138,480,000 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | 0.04% | 0.02% | 321,700 | 312,600 | 3435.16% | 81,982,028 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
GALLAGHER FIDUCIARY ADVISORS, LLC | 0.00% | 0.23% | 4,100 | -5,493,678 | -99.93% | 1,044,868 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 1.86% | 0.30% | 13,421,346 | -2,282,822 | -14.54% | 3,420,295,838 | Jun 30, 2024 |
DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 0.06% | 0.12% | 466,626 | -1,794,212 | -79.36% | 118,895,153 | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | 0.00% | 0.01% | 22,039 | -1,293,512 | -98.32% | 5,616,419 | Jun 30, 2024 |
WINSLOW CAPITAL MANAGEMENT, LLC | - | - | - | -1,208,505 | -100.00% | - | Jun 30, 2024 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 0.49% | 0.66% | 3,528,544 | -685,246 | -16.26% | 899,214,153 | Jun 30, 2024 |
BLACKROCK INC. | 6.95% | 0.29% | 50,178,831 | -608,363 | -1.20% | 12,787,573,330 | Jun 30, 2024 |
VERITY & VERITY, LLC | - | - | - | -495,456 | -100.00% | - | Jun 30, 2024 |
ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 0.01% | 0.05% | 85,388 | -459,858 | -84.34% | 21,760,277 | Jun 30, 2024 |
JENNISON ASSOCIATES LLC | 0.03% | 0.04% | 240,027 | -432,307 | -64.30% | 61,168,584 | Jun 30, 2024 |
ASSENAGON ASSET MANAGEMENT S.A. | 0.02% | 0.09% | 156,111 | -426,211 | -73.19% | 39,783,327 | Jun 30, 2024 |
CAPITAL WEALTH PLANNING, LLC | 0.16% | 3.03% | 1,136,344 | -401,699 | -26.12% | 289,586,011 | Jun 30, 2024 |
BARCLAYS PLC | 0.45% | 0.25% | 3,242,964 | -354,114 | -9.84% | 826,437,000 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.00% | 0.01% | 13,661 | -340,550 | -96.14% | 3,481,522 | Jun 30, 2024 |
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.00% | 0.02% | 20,079 | -334,938 | -94.34% | 5,116,932 | Jun 30, 2024 |
POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -326,164 | -100.00% | - | Jun 30, 2024 |
MACKENZIE FINANCIAL CORP | 0.14% | 0.37% | 979,087 | -324,389 | -24.89% | 249,510,531 | Jun 30, 2024 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.04% | 0.07% | 309,373 | -310,200 | -50.07% | 78,841,000 | Jun 30, 2024 |
ROYAL BANK OF CANADA | 1.02% | 0.42% | 7,338,937 | -284,436 | -3.73% | 1,870,257,000 | Jun 30, 2024 |
BARCLAYS PLC | - | - | - | -283,400 | -100.00% | - | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 1.27% | 0.35% | 9,143,848 | 9,143,848 | 100.00% | 2,330,218,224 | Jun 30, 2024 |
VIKING GLOBAL INVESTORS LP | 0.26% | 1.84% | 1,876,019 | 1,876,019 | 100.00% | 478,084,682 | Jun 30, 2024 |
SOROBAN CAPITAL PARTNERS LP | 0.07% | 1.84% | 491,928 | 491,928 | 100.00% | 125,362,932 | Jun 30, 2024 |
TWIN TREE MANAGEMENT, LP | 0.06% | 0.26% | 447,000 | 447,000 | 100.00% | 113,913,478 | Jun 30, 2024 |
MONDRIAN INVESTMENT PARTNERS LTD | 0.06% | 1.70% | 415,677 | 415,677 | 100.00% | 110,320,675 | Jun 30, 2024 |
HUDSON BAY CAPITAL MANAGEMENT LP | 0.04% | 0.32% | 270,500 | 270,500 | 100.00% | 68,934,220 | Jun 30, 2024 |
HUDSON BAY CAPITAL MANAGEMENT LP | 0.03% | 0.30% | 250,000 | 250,000 | 100.00% | 63,710,000 | Jun 30, 2024 |
FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.03% | 0.65% | 227,570 | 227,570 | 100.00% | 57,994,000 | Jun 30, 2024 |
J. SAFRA SARASIN HOLDING AG | 0.03% | 0.97% | 208,454 | 208,454 | 100.00% | 53,092,857 | Jun 30, 2024 |
STRATEGIC FINANCIAL CONCEPTS, LLC | 0.03% | 0.01% | 207,582 | 207,582 | 100.00% | 24,956,000 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.03% | 0.25% | 181,257 | 181,257 | 100.00% | 46,191,534 | Jun 30, 2024 |
SPEAR HOLDINGS RSC LTD | 0.02% | 28.30% | 157,300 | 157,300 | 100.00% | 40,086,332 | Jun 30, 2024 |
BANK OF MONTREAL /CAN/ | 0.02% | 0.01% | 142,700 | 142,700 | 100.00% | 37,458,750 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.02% | 0.08% | 127,841 | 127,841 | 100.00% | 32,579,001 | Jun 30, 2024 |
ANOMALY CAPITAL MANAGEMENT, LP | 0.02% | 1.16% | 119,440 | 119,440 | 100.00% | 30,438,090 | Jun 30, 2024 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 0.02% | 1.03% | 110,434 | 110,434 | 100.00% | 28,143,001 | Jun 30, 2024 |
CANDLESTICK CAPITAL MANAGEMENT LP | 0.01% | 0.49% | 69,657 | 69,657 | 100.00% | 17,751,390 | Jun 30, 2024 |
MIZUHO SECURITIES USA LLC | 0.01% | 0.31% | 55,562 | 55,562 | 100.00% | 14,159,420 | Jun 30, 2024 |
MIRAE ASSET SECURITIES (USA) INC. | 0.01% | 0.60% | 50,000 | 50,000 | 100.00% | 12,742,000 | Jun 30, 2024 |
LIGHTHOUSE INVESTMENT PARTNERS, LLC | 0.01% | 0.42% | 41,000 | 41,000 | 100.00% | 10,448,440 | Jun 30, 2024 |
CINCTIVE CAPITAL MANAGEMENT LP | 0.00% | 0.36% | 29,311 | 29,311 | 100.00% | 7,469,615 | Jun 30, 2024 |
TEMASEK HOLDINGS (PRIVATE) LTD | 0.00% | 0.03% | 22,677 | 22,677 | 100.00% | 5,779,007 | Jun 30, 2024 |
0.00% | 0.16% | 21,245 | 21,245 | 100.00% | 5,414,021 | Jun 30, 2024 | |
0.00% | 0.29% | 20,892 | 20,892 | 100.00% | 5,293,356 | Jun 30, 2024 | |
GPM GROWTH INVESTORS, INC. | 0.00% | 2.26% | 20,870 | 20,870 | 100.00% | 5,318,511 | Jun 30, 2024 |
IMC-CHICAGO, LLC | 0.00% | 0.00% | 20,194 | 20,194 | 100.00% | 5,146,239 | Jun 30, 2024 |
CLEAR STREET MARKETS LLC | 0.00% | 0.96% | 20,000 | 20,000 | 100.00% | 5,097,000 | Jun 30, 2024 |
IVY LANE CAPITAL MANAGEMENT, LLC | 0.00% | 2.66% | 18,000 | 18,000 | 100.00% | 4,587,120 | Jun 30, 2024 |
CAPRICORN FUND MANAGERS LTD | 0.00% | 3.16% | 17,595 | 17,595 | 100.00% | 4,483,910 | Jun 30, 2024 |
Y-INTERCEPT (HONG KONG) LTD | 0.00% | 0.23% | 16,632 | 16,632 | 100.00% | 4,238,499 | Jun 30, 2024 |
CFS INVESTMENT ADVISORY SERVICES, LLC | 0.00% | 0.33% | 16,050 | 16,050 | 100.00% | 4,090,000 | Jun 30, 2024 |
CHARTWELL INVESTMENT PARTNERS, LLC | 0.00% | 0.13% | 15,000 | 15,000 | 100.00% | 3,823,000 | Jun 30, 2024 |
LEE DANNER & BASS INC | 0.00% | 0.28% | 14,450 | 14,450 | 100.00% | 3,682,000 | Jun 30, 2024 |
MAGNOLIA CAPITAL ADVISORS LLC | 0.00% | 0.17% | 14,374 | 14,374 | 100.00% | 545,915 | Jun 30, 2024 |
MUFG SECURITIES EMEA PLC | 0.00% | 0.16% | 14,300 | 14,300 | 100.00% | 3,644,212 | Jun 30, 2024 |
CORDATUS WEALTH MANAGEMENT LLC | 0.00% | 1.10% | 11,472 | 11,472 | 100.00% | 2,923,000 | Jun 30, 2024 |
GOLDEN STATE EQUITY PARTNERS | 0.00% | 0.58% | 10,887 | 10,887 | 100.00% | 2,774,358 | Jun 30, 2024 |
PERBAK CAPITAL PARTNERS LLP | 0.00% | 0.82% | 10,836 | 10,836 | 100.00% | 2,761,446 | Jun 30, 2024 |
COPPELL ADVISORY SOLUTIONS LLC | 0.00% | 0.37% | 8,822 | 8,822 | 100.00% | 2,248,241 | Jun 30, 2024 |
PLATFORM TECHNOLOGY PARTNERS | 0.00% | 0.75% | 8,564 | 8,564 | 100.00% | 2,182,368 | Jun 30, 2024 |
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.00% | 0.67% | 8,509 | 8,509 | 100.00% | 2,168,884 | Jun 30, 2024 |
STRENGTHENING FAMILIES & COMMUNITIES, LLC | 0.00% | 0.56% | 7,670 | 7,670 | 100.00% | 1,955,000 | Jun 30, 2024 |
CTC ALTERNATIVE STRATEGIES, LTD. | 0.00% | 0.76% | 6,993 | 6,993 | 100.00% | 1,782,096 | Jun 30, 2024 |
AHL INVESTMENT MANAGEMENT, INC. | 0.00% | 1.25% | 6,686 | 6,686 | 100.00% | 1,703,856 | Jun 30, 2024 |
EISLER CAPITAL (US) LLC | 0.00% | 0.03% | 6,349 | 6,349 | 100.00% | 1,617,979 | Jun 30, 2024 |
GOODMAN ADVISORY GROUP, LLC | 0.00% | 0.47% | 6,180 | 6,180 | 100.00% | 1,574,973 | Jun 30, 2024 |
0.00% | 1.40% | 6,039 | 6,039 | 100.00% | 1,538,979 | Jun 30, 2024 | |
CERRO PACIFIC WEALTH ADVISORS LLC | 0.00% | 0.58% | 5,954 | 5,954 | 100.00% | 1,517,337 | Jun 30, 2024 |
0.00% | 0.20% | 5,928 | 5,928 | 100.00% | 1,591,444 | Jun 30, 2024 | |
TRADEWINDS, LLC. | 0.00% | 0.37% | 4,686 | 4,686 | 100.00% | 1,194,240 | Jun 30, 2024 |
0.00% | 0.63% | 3,763 | 3,763 | 100.00% | 958,963 | Jun 30, 2024 | |
PROSSIMO ADVISORS, LLC | 0.00% | 0.82% | 3,555 | 3,555 | 100.00% | 906,000 | Jun 30, 2024 |
FULLCIRCLE WEALTH LLC | 0.00% | 0.43% | 3,487 | 3,487 | 100.00% | 883,603 | Jun 30, 2024 |
PROSPERITAS FINANCIAL LLC | 0.00% | 0.30% | 3,437 | 3,437 | 100.00% | 875,885 | Jun 30, 2024 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 0.00% | 0.02% | 3,006 | 3,006 | 100.00% | 766,103 | Jun 30, 2024 |
MORSE ASSET MANAGEMENT, INC | 0.00% | 0.19% | 3,000 | 3,000 | 100.00% | 765,000 | Jun 30, 2024 |
ELEVATED CAPITAL ADVISORS, LLC | 0.00% | 0.19% | 2,686 | 2,686 | 100.00% | 684,500 | Jun 30, 2024 |
GGM FINANCIALS LLC | 0.00% | 0.63% | 2,681 | 2,681 | 100.00% | 683,248 | Jun 30, 2024 |
SAN LUIS WEALTH ADVISORS LLC | 0.00% | 0.16% | 2,562 | 2,562 | 100.00% | 653,000 | Jun 30, 2024 |
LIVE OAK INVESTMENT PARTNERS | 0.00% | 0.53% | 2,529 | 2,529 | 100.00% | 644,489 | Jun 30, 2024 |
GAME CREEK CAPITAL, LP | 0.00% | 0.33% | 2,500 | 2,500 | 100.00% | 637,100 | Jun 30, 2024 |
SAGEWORTH TRUST CO | 0.00% | 0.04% | 2,320 | 2,320 | 100.00% | 591,229 | Jun 30, 2024 |
0.00% | 0.17% | 2,200 | 2,200 | 100.00% | 560,648 | Jun 30, 2024 | |
CMT CAPITAL MARKETS TRADING GMBH | 0.00% | 0.01% | 2,139 | 2,139 | 100.00% | 545,000 | Jun 30, 2024 |
WEDGEWOOD INVESTORS INC /PA/ | 0.00% | 0.64% | 2,103 | 2,103 | 100.00% | 535,929 | Jun 30, 2024 |
NOTTINGHAM ADVISORS, INC. | 0.00% | 0.06% | 2,084 | 2,084 | 100.00% | 531,032 | Jun 30, 2024 |
STRATEGIC WEALTH INVESTMENT GROUP, LLC | 0.00% | 0.07% | 2,079 | 2,079 | 100.00% | 519,620 | Jun 30, 2024 |
CREEKMUR ASSET MANAGEMENT LLC | 0.00% | 0.00% | 1,900 | 1,900 | 100.00% | 17,614 | Jun 30, 2024 |
ALETHEA CAPITAL MANAGEMENT, LLC | 0.00% | 0.35% | 1,828 | 1,828 | 100.00% | 465,777 | Jun 30, 2024 |
0.00% | 0.27% | 1,762 | 1,762 | 100.00% | 449,028 | Jun 30, 2024 | |
FIDUCIARY FINANCIAL GROUP, LLC | 0.00% | 0.10% | 1,690 | 1,690 | 100.00% | 434,786 | Jun 30, 2024 |
0.00% | 0.32% | 1,690 | 1,690 | 100.00% | 430,680 | Jun 30, 2024 | |
GENTRY PRIVATE WEALTH, LLC | 0.00% | 0.36% | 1,600 | 1,600 | 100.00% | 407,744 | Jun 30, 2024 |
TRADELINK CAPITAL LLC | 0.00% | 1.18% | 1,600 | 1,600 | 100.00% | 408,000 | Jun 30, 2024 |
HIBERNIA WEALTH PARTNERS, LLC | 0.00% | 0.14% | 1,586 | 1,586 | 100.00% | 403,842 | Jun 30, 2024 |
CAPULA MANAGEMENT LTD | 0.00% | 0.00% | 1,500 | 1,500 | 100.00% | 382,260 | Jun 30, 2024 |
ARDSLEY ADVISORY PARTNERS LP | 0.00% | 0.06% | 1,500 | 1,500 | 100.00% | 382,260 | Jun 30, 2024 |
MAIA WEALTH LLC | 0.00% | 0.11% | 1,463 | 1,463 | 100.00% | 368,027 | Jun 30, 2024 |
CAPULA MANAGEMENT LTD | 0.00% | 0.00% | 1,400 | 1,400 | 100.00% | 356,776 | Jun 30, 2024 |
0.00% | 0.29% | 1,375 | 1,375 | 100.00% | 340,703 | Jun 30, 2024 | |
TRUST INVESTMENT ADVISORS | 0.00% | 0.21% | 1,287 | 1,287 | 100.00% | 327,979 | Jun 30, 2024 |
WESCOTT FINANCIAL ADVISORY GROUP, LLC | 0.00% | 0.04% | 1,228 | 1,228 | 100.00% | 312,928 | Jun 30, 2024 |
LUTS & GREENLEIGH GROUP, INC | 0.00% | 0.33% | 1,228 | 1,228 | 100.00% | 312,877 | Jun 30, 2024 |
0.00% | 0.27% | 1,227 | 1,227 | 100.00% | 312,714 | Jun 30, 2024 | |
RED MOUNTAIN FINANCIAL, LLC | 0.00% | 0.37% | 1,218 | 1,218 | 100.00% | 310,411 | Jun 30, 2024 |
NVEST FINANCIAL, LLC | 0.00% | 0.18% | 1,176 | 1,176 | 100.00% | 299,759 | Jun 30, 2024 |
ELSER FINANCIAL PLANNING, INC | 0.00% | 0.05% | 1,160 | 1,160 | 100.00% | 295,606 | Jun 30, 2024 |
INTERCHANGE CAPITAL PARTNERS, LLC | 0.00% | 0.10% | 1,129 | 1,129 | 100.00% | 287,632 | Jun 30, 2024 |
KWMG, LLC | 0.00% | 0.03% | 978 | 978 | 100.00% | 249,113 | Jun 30, 2024 |
RETIREMENT INVESTMENT ADVISORS, INC. | 0.00% | 0.03% | 974 | 974 | 100.00% | 248,214 | Jun 30, 2024 |
FLAGSHIP PRIVATE WEALTH, LLC | 0.00% | 0.14% | 909 | 909 | 100.00% | 231,669 | Jun 30, 2024 |
0.00% | 0.20% | 881 | 881 | 100.00% | 226,716 | Jun 30, 2024 | |
IRON FINANCIAL LLC | 0.00% | 0.13% | 879 | 879 | 100.00% | 223,935 | Jun 30, 2024 |
SECOND LINE CAPITAL, LLC | 0.00% | 0.07% | 869 | 869 | 100.00% | 221,456 | Jun 30, 2024 |
0.00% | 0.09% | 860 | 860 | 100.00% | 219,162 | Jun 30, 2024 | |
EXCEL SECURITIES & ASSOCIATES, INC. | 0.00% | 0.05% | 851 | 851 | 100.00% | 208,701 | Jun 30, 2024 |
MADDEN ADVISORY SERVICES, INC. | 0.00% | 0.11% | 844 | 844 | 100.00% | 215,183 | Jun 30, 2024 |
CACHETECH INC. | 0.00% | 0.05% | 800 | 800 | 100.00% | 203,827 | Jun 30, 2024 |
SARA-BAY FINANCIAL | 0.00% | 0.08% | 796 | 796 | 100.00% | 202,853 | Jun 30, 2024 |
FINANCIAL ENHANCEMENT GROUP LLC | 0.00% | 0.03% | 768 | 768 | 100.00% | 206,400 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
WINSLOW CAPITAL MANAGEMENT, LLC | - | - | - | -1,208,505 | -100.00% | - | Jun 30, 2024 |
VERITY & VERITY, LLC | - | - | - | -495,456 | -100.00% | - | Jun 30, 2024 |
POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -326,164 | -100.00% | - | Jun 30, 2024 |
BARCLAYS PLC | - | - | - | -283,400 | -100.00% | - | Jun 30, 2024 |
GLOBAL ASSETS ADVISORY, LLC | - | - | - | -189,210 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -186,811 | -100.00% | - | Jun 30, 2024 |
VARMA MUTUAL PENSION INSURANCE CO | - | - | - | -148,600 | -100.00% | - | Jun 30, 2024 |
RAILWAY PENSION INVESTMENTS LTD | - | - | - | -131,600 | -100.00% | - | Jun 30, 2024 |
WAFRA INC. | - | - | - | -56,617 | -100.00% | - | Jun 30, 2024 |
CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -43,877 | -100.00% | - | Jun 30, 2024 |
WEISS ASSET MANAGEMENT LP | - | - | - | -42,000 | -100.00% | - | Jun 30, 2024 |
EXECUTIVE WEALTH MANAGEMENT, LLC | - | - | - | -37,663 | -100.00% | - | Jun 30, 2024 |
TWINBEECH CAPITAL LP | - | - | - | -35,861 | -100.00% | - | Jun 30, 2024 |
PERFROMANCE WEALTH PARTNERS, LLC | - | - | - | -35,199 | -100.00% | - | Jun 30, 2024 |
POINT72 (DIFC) LTD | - | - | - | -30,044 | -100.00% | - | Jun 30, 2024 |
METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -29,255 | -100.00% | - | Jun 30, 2024 |
1834 INVESTMENT ADVISORS CO | - | - | - | -27,282 | -100.00% | - | Jun 30, 2024 |
LINCOLN NATIONAL CORP | - | - | - | -26,568 | -100.00% | - | Jun 30, 2024 |
SCHONFELD STRATEGIC ADVISORS LLC | - | - | - | -25,000 | -100.00% | - | Jun 30, 2024 |
WESPAC ADVISORS SOCAL, LLC | - | - | - | -23,233 | -100.00% | - | Jun 30, 2024 |
ZWEIG-DIMENNA ASSOCIATES LLC | - | - | - | -21,382 | -100.00% | - | Jun 30, 2024 |
ANDRA AP-FONDEN | - | - | - | -18,200 | -100.00% | - | Jun 30, 2024 |
FREEMONT MANAGEMENT S.A. | - | - | - | -17,500 | -100.00% | - | Jun 30, 2024 |
ALBERTA INVESTMENT MANAGEMENT CORP | - | - | - | -16,800 | -100.00% | - | Jun 30, 2024 |
ARTISAN PARTNERS LIMITED PARTNERSHIP | - | - | - | -16,653 | -100.00% | - | Jun 30, 2024 |
BENSON INVESTMENT MANAGEMENT COMPANY, INC. | - | - | - | -15,774 | -100.00% | - | Jun 30, 2024 |
ALERUS FINANCIAL NA | - | - | - | -14,293 | -100.00% | - | Jun 30, 2024 |
FINANCIAL ADVISORY PARTNERS, LLC | - | - | - | -12,664 | -100.00% | - | Jun 30, 2024 |
QUANTBOT TECHNOLOGIES LP | - | - | - | -12,581 | -100.00% | - | Jun 30, 2024 |
CRYSTAL ROCK CAPITAL MANAGEMENT | - | - | - | -12,385 | -100.00% | - | Jun 30, 2024 |
BALENTINE LLC | - | - | - | -12,316 | -100.00% | - | Jun 30, 2024 |
SUMMERHILL CAPITAL MANAGEMENT LNC. | - | - | - | -12,246 | -100.00% | - | Jun 30, 2024 |
CUMBERLAND PARTNERS LTD | - | - | - | -11,766 | -100.00% | - | Jun 30, 2024 |
CORECAP ADVISORS, LLC | - | - | - | -11,570 | -100.00% | - | Jun 30, 2024 |
FDX ADVISORS, INC. | - | - | - | -11,336 | -100.00% | - | Jun 30, 2024 |
SECOND HALF FINANCIAL PARTNERS, LLC | - | - | - | -10,847 | -100.00% | - | Jun 30, 2024 |
PALOMA PARTNERS MANAGEMENT CO | - | - | - | -9,974 | -100.00% | - | Jun 30, 2024 |
LEGACY FINANCIAL STRATEGIES, LLC | - | - | - | -9,550 | -100.00% | - | Jun 30, 2024 |
PETERSON FINANCIAL GROUP, INC. | - | - | - | -9,415 | -100.00% | - | Jun 30, 2024 |
MERIDIAN WEALTH MANAGEMENT, LLC | - | - | - | -9,215 | -100.00% | - | Jun 30, 2024 |
LLOYD ADVISORY SERVICES, LLC. | - | - | - | -9,165 | -100.00% | - | Jun 30, 2024 |
MOUNT LUCAS MANAGEMENT LP | - | - | - | -8,246 | -100.00% | - | Jun 30, 2024 |
TEAM HEWINS, LLC | - | - | - | -8,124 | -100.00% | - | Jun 30, 2024 |
HEADLANDS TECHNOLOGIES LLC | - | - | - | -7,749 | -100.00% | - | Jun 30, 2024 |
CAMPBELL & CO INVESTMENT ADVISER LLC | - | - | - | -7,730 | -100.00% | - | Jun 30, 2024 |
J.P. MARVEL INVESTMENT ADVISORS, LLC | - | - | - | -7,700 | -100.00% | - | Jun 30, 2024 |
UBS OCONNOR LLC | - | - | - | -7,500 | -100.00% | - | Jun 30, 2024 |
ISAM FUNDS (UK) LTD | - | - | - | -7,022 | -100.00% | - | Jun 30, 2024 |
SCIENCAST MANAGEMENT LP | - | - | - | -6,957 | -100.00% | - | Jun 30, 2024 |
CAAS CAPITAL MANAGEMENT LP | - | - | - | -6,900 | -100.00% | - | Jun 30, 2024 |
BLUECREST CAPITAL MANAGEMENT LTD | - | - | - | -5,500 | -100.00% | - | Jun 30, 2024 |
NWAM LLC | - | - | - | -5,320 | -100.00% | - | Jun 30, 2024 |
WOLFF FINANCIAL MANAGEMENT LLC | - | - | - | -5,133 | -100.00% | - | Jun 30, 2024 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | - | - | - | -4,646 | -100.00% | - | Jun 30, 2024 |
CLAAR ADVISORS LLC | - | - | - | -4,500 | -100.00% | - | Jun 30, 2024 |
ALTMAN ADVISORS, INC. | - | - | - | -4,430 | -100.00% | - | Jun 30, 2024 |
ALPINE WOODS CAPITAL INVESTORS, LLC | - | - | - | -4,300 | -100.00% | - | Jun 30, 2024 |
JOHO CAPITAL LLC | - | - | - | -4,200 | -100.00% | - | Jun 30, 2024 |
RADNOR CAPITAL MANAGEMENT, LLC | - | - | - | -4,200 | -100.00% | - | Jun 30, 2024 |
ORSER CAPITAL MANAGEMENT, LLC | - | - | - | -4,102 | -100.00% | - | Jun 30, 2024 |
FOURTHOUGHT FINANCIAL PARTNERS, LLC | - | - | - | -4,028 | -100.00% | - | Jun 30, 2024 |
CEDAR BROOK FINANCIAL PARTNERS, LLC | - | - | - | -3,502 | -100.00% | - | Jun 30, 2024 |
CAPTION MANAGEMENT, LLC | - | - | - | -3,433 | -100.00% | - | Jun 30, 2024 |
OPTIONS SOLUTIONS, LLC | - | - | - | -3,143 | -100.00% | - | Jun 30, 2024 |
ONEASCENT FINANCIAL SERVICES LLC | - | - | - | -2,991 | -100.00% | - | Jun 30, 2024 |
CORTON CAPITAL INC. | - | - | - | -2,925 | -100.00% | - | Jun 30, 2024 |
LEBENTHAL GLOBAL ADVISORS, LLC | - | - | - | -2,767 | -100.00% | - | Jun 30, 2024 |
ETF STORE, INC. | - | - | - | -2,663 | -100.00% | - | Jun 30, 2024 |
DELTA FINANCIAL GROUP, INC. | - | - | - | -2,600 | -100.00% | - | Jun 30, 2024 |
BLUESHIFT ASSET MANAGEMENT, LLC | - | - | - | -2,498 | -100.00% | - | Jun 30, 2024 |
OAK HILL WEALTH ADVISORS, LLC | - | - | - | -2,470 | -100.00% | - | Jun 30, 2024 |
SHELTON WEALTH MANAGEMENT, LLC | - | - | - | -2,446 | -100.00% | - | Jun 30, 2024 |
NINEPOINT PARTNERS LP | - | - | - | -2,376 | -100.00% | - | Jun 30, 2024 |
BEAM WEALTH ADVISORS, INC. | - | - | - | -2,166 | -100.00% | - | Jun 30, 2024 |
EAGLE STRATEGIES LLC | - | - | - | -2,012 | -100.00% | - | Jun 30, 2024 |
IDAHO TRUST BANK | - | - | - | -1,919 | -100.00% | - | Jun 30, 2024 |
PRIVATE PORTFOLIO PARTNERS LLC | - | - | - | -1,904 | -100.00% | - | Jun 30, 2024 |
BCS WEALTH MANAGEMENT | - | - | - | -1,855 | -100.00% | - | Jun 30, 2024 |
POINT72 ASIA (SINGAPORE) PTE. LTD. | - | - | - | -1,755 | -100.00% | - | Jun 30, 2024 |
MRA ADVISORY GROUP | - | - | - | -1,720 | -100.00% | - | Jun 30, 2024 |
BRIDGEFRONT CAPITAL, LLC | - | - | - | -1,714 | -100.00% | - | Jun 30, 2024 |
GENUS CAPITAL MANAGEMENT INC. | - | - | - | -1,700 | -100.00% | - | Jun 30, 2024 |
WELLINGTON WEALTH STRATEGIES, LLC. | - | - | - | -1,690 | -100.00% | - | Jun 30, 2024 |
CAMPBELL WEALTH MANAGEMENT | - | - | - | -1,670 | -100.00% | - | Jun 30, 2024 |
VIRTU FINANCIAL LLC | - | - | - | -1,574 | -100.00% | - | Jun 30, 2024 |
BAYESIAN CAPITAL MANAGEMENT, LP | - | - | - | -1,549 | -100.00% | - | Jun 30, 2024 |
LEGACY CAPITAL GROUP CALIFORNIA, INC. | - | - | - | -1,548 | -100.00% | - | Jun 30, 2024 |
TEZA CAPITAL MANAGEMENT LLC | - | - | - | -1,543 | -100.00% | - | Jun 30, 2024 |
VIMA LLC | - | - | - | -1,496 | -100.00% | - | Jun 30, 2024 |
NEW JERSEY BETTER EDUCATIONAL SAVINGS TRUST | - | - | - | -1,428 | -100.00% | - | Jun 30, 2024 |
MACHINA CAPITAL S.A.S. | - | - | - | -1,422 | -100.00% | - | Jun 30, 2024 |
BLUEPRINT INVESTMENT PARTNERS LLC | - | - | - | -1,415 | -100.00% | - | Jun 30, 2024 |
INDUSTRIAL ALLIANCE INVESTMENT MANAGEMENT INC. | - | - | - | -1,382 | -100.00% | - | Jun 30, 2024 |
ASB CONSULTORES, LLC | - | - | - | -1,356 | -100.00% | - | Jun 30, 2024 |
OWEN LARUE, LLC | - | - | - | -1,349 | -100.00% | - | Jun 30, 2024 |
ONEASCENT WEALTH MANAGEMENT LLC | - | - | - | -1,324 | -100.00% | - | Jun 30, 2024 |
HIRTLE CALLAGHAN & CO LLC | - | - | - | -1,314 | -100.00% | - | Jun 30, 2024 |
RATIONAL ADVISORS LLC | - | - | - | -1,299 | -100.00% | - | Jun 30, 2024 |
FORTITUDE ADVISORY GROUP L.L.C. | - | - | - | -1,294 | -100.00% | - | Jun 30, 2024 |
KFA PRIVATE WEALTH GROUP, LLC | - | - | - | -1,276 | -100.00% | - | Jun 30, 2024 |
McDonald's Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
Atlas U.S. Tactical Income Fund | 6.03% | 4,000,000 | - | - | Mar 31, 2024 |
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 3.33% | 5,711,694 | 372,222 | 6.97% | Jan 31, 2024 |
UBS Series Funds | 3.16% | 13,600,000 | - | - | Jan 31, 2024 |
Nuveen Dow 30sm Dynamic Overwrite Fund | 2.60% | 98,761 | -4,051 | -3.94% | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 1.39% | 725,000 | - | - | Mar 31, 2024 |
ALGER PORTFOLIOS | 1.34% | 500,000 | - | - | Dec 31, 2023 |
Spinnaker ETF Series | 1.30% | 500,000 | - | - | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 1.29% | 675,000 | - | - | Mar 31, 2024 |
CUTLER TRUST | 1.20% | 27,755 | - | - | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 1.15% | 600,000 | - | - | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 1.15% | 600,000 | - | - | Mar 31, 2024 |
STEWARD FUNDS, INC. | 1.03% | 2,500,000 | - | - | Jan 31, 2024 |
STEWARD FUNDS, INC. | 1.03% | 2,500,000 | - | - | Jan 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.97% | 505,026 | - | - | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
CAPITAL MANAGEMENT INVESTMENT TRUST | 0.91% | 3,300 | - | - | Feb 29, 2024 |
Northern Lights Fund Trust | 0.89% | 71,650,000 | - | - | Jan 31, 2024 |
Build Funds Trust | 0.86% | 154,000 | - | - | Dec 31, 2023 |
VANGUARD VALLEY FORGE FUNDS | 0.72% | 375,000 | - | - | Mar 31, 2024 |
AMG Funds II | 0.62% | 279,000 | - | - | Mar 28, 2024 |
AMG Funds I | 0.62% | 1,257,000 | 1,257,000 | - | Jan 31, 2024 |
GABELLI GROWTH FUND | 0.60% | 34,300 | - | - | Dec 29, 2023 |
BNY MELLON APPRECIATION FUND, INC. | 0.57% | 129,915 | -705 | -0.54% | Mar 31, 2024 |
OSI ETF Trust | 0.56% | 97,137 | 5,422 | 5.91% | Mar 31, 2022 |
Capital Group Dividend Value ETF | 0.54% | 323,012 | 55,676 | 20.83% | Feb 29, 2024 |
Spinnaker ETF Series | 0.52% | 200,000 | - | - | Mar 31, 2024 |
FIRST TRUST VARIABLE INSURANCE TRUST | 0.50% | 2,500,000 | 2,500,000 | - | Mar 28, 2024 |
F/M Funds Trust | 0.49% | 998,000 | - | - | Aug 31, 2023 |
Infusive US Trust | 0.48% | 2,265 | -543 | -19.34% | Mar 31, 2022 |
Eaton Vance Tax-Managed Buy-Write Income Fund | 0.44% | 13,981 | - | - | Mar 31, 2024 |
Transparent Value Trust | 0.43% | 6,829 | 6,817 | 56808.33% | Dec 31, 2023 |
STEWARD FUNDS, INC. | 0.41% | 1,000,000 | - | - | Jan 31, 2024 |
ASYMmetric ETFs Trust | 0.40% | 1,340 | -260 | -16.25% | Sep 30, 2023 |
VANGUARD VALLEY FORGE FUNDS | 0.38% | 200,000 | - | - | Mar 31, 2024 |
BNY Mellon Large Cap Securities Fund, Inc. | 0.38% | 159,360 | - | - | Mar 31, 2024 |
JAMES ADVANTAGE FUNDS | 0.37% | 785,000 | - | - | Dec 31, 2023 |
GENERAL ELECTRIC RSP U.S. EQUITY FUND | 0.37% | 184,770 | -3,070 | -1.63% | Mar 31, 2021 |
Value Line Core Bond Fund | 0.36% | 150,000 | - | - | Mar 31, 2024 |
Impact Shares Trust I | 0.36% | 3,767 | 600 | 18.95% | Mar 31, 2024 |
HILLMAN CAPITAL MANAGEMENT INVESTMENT TRUST | 0.34% | 15,400 | - | - | Dec 31, 2020 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST | 0.33% | 14,605,000 | - | - | Jan 31, 2024 |
T. Rowe Price U.S. Large-Cap Core Fund, Inc. | 0.33% | 562,054 | -23,185 | -3.96% | Mar 31, 2024 |
Arrow Investments Trust | 0.33% | 628,000 | - | - | Jan 31, 2024 |
VALUE LINE ASSET ALLOCATION FUND INC | 0.33% | 1,300,000 | - | - | Mar 31, 2024 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 0.32% | 104,900 | - | - | Dec 31, 2023 |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 0.31% | 35,810 | -2,676 | -6.95% | Mar 31, 2024 |
CARILLON SERIES TRUST | 0.31% | 17,150,000 | - | - | Mar 31, 2024 |
Invesco Bond Fund | 0.30% | 562,000 | - | - | Feb 29, 2024 |
PIONEER SERIES TRUST XI | 0.30% | 153,102 | - | - | Mar 28, 2024 |
Nuveen S&P 500 Dynamic Overwrite Fund | 0.30% | 8,883 | - | - | Mar 31, 2024 |
SPARROW FUNDS | 0.29% | 1,030 | -5,260 | -83.62% | Feb 29, 2024 |
PFM Multi-Manager Series Trust | 0.28% | 235,000 | - | - | Dec 31, 2023 |
BNY Mellon Worldwide Growth Fund, Inc. | 0.28% | 75,435 | -790 | -1.04% | Jan 31, 2024 |
HIGHLAND FUNDS II | 0.27% | 4,000 | - | - | Dec 31, 2023 |
PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 10 | 0.27% | 62,261 | -829 | -1.31% | Jan 31, 2024 |
VALUE LINE CAPITAL APPRECIATION FUND INC | 0.27% | 500,000 | - | - | Mar 31, 2024 |
BNY Mellon Investment Funds VII, Inc. | 0.26% | 300,000 | - | - | Apr 30, 2022 |
Eaton Vance Tax-Managed Buy-Write Strategy Fund | 0.26% | 2,925 | - | - | Mar 31, 2023 |
TOUCHSTONE VARIABLE SERIES TRUST | 0.26% | 209,000 | - | - | Mar 31, 2024 |
Invesco Bond Fund | 0.25% | 468,000 | - | - | Feb 29, 2024 |
UBS INVESTMENT TRUST | 0.25% | 250,000 | -175,000 | -41.18% | Feb 29, 2024 |
BLACKROCK CORE BOND TRUST | 0.25% | 1,750,000 | - | - | Mar 31, 2024 |
PUTNAM FUNDS TRUST | 0.25% | 53,080,000 | - | - | Jan 31, 2024 |
SPDR S&P 500 ETF TRUST | 0.23% | 8,815,745 | -186,961 | -2.08% | Mar 31, 2024 |
Index Funds | 0.22% | 1,881 | -37 | -1.93% | Mar 31, 2024 |
COPLEY FUND INC /NV/ | 0.22% | 3,000 | - | - | Nov 30, 2022 |
FRANKLIN MANAGED TRUST | 0.22% | 2,001,600 | - | - | Mar 31, 2024 |
LORD ABBETT RESEARCH FUND INC | 0.22% | 211,996 | -5,092 | -2.35% | Feb 29, 2024 |
T. Rowe Price Fixed Income Series, Inc. | 0.22% | 445,000 | - | - | Mar 31, 2024 |
T. Rowe Price Growth Stock Fund, Inc. | 0.21% | 1,317,313 | - | - | Mar 31, 2024 |
Guardian Variable Products Trust | 0.21% | 3,500,000 | - | - | Mar 31, 2024 |
SEI Exchange Traded Funds | 0.19% | 2,720 | 2,001 | 278.30% | Dec 31, 2023 |
BOSTON TRUST WALDEN FUNDS | 0.19% | 500,000 | - | - | Mar 28, 2024 |
BNY Mellon Absolute Insight Funds, Inc. | 0.18% | 2,828,000 | - | - | Apr 30, 2022 |
TOCQUEVILLE TRUST | 0.18% | 25,000 | - | - | Jan 31, 2024 |
Connors Funds | 0.18% | 1,900 | 165 | 9.51% | Feb 29, 2024 |
BNY Mellon Growth & Income Fund, Inc. | 0.18% | 34,734 | 34,734 | - | Oct 31, 2019 |
Wall Street EWM Funds Trust | 0.18% | 36,270 | 1,210 | 3.45% | Mar 31, 2024 |
BOYAR VALUE FUND INC | 0.18% | 3,000 | - | - | Mar 31, 2024 |
BNY MELLON RESEARCH GROWTH FUND, INC. | 0.18% | 111,686 | - | - | Aug 31, 2023 |
Engine No. 1 ETF Trust | 0.18% | 10,463 | -300 | -2.79% | Jan 31, 2024 |
SCHRODER GLOBAL SERIES TRUST | 0.17% | 353 | -6,938 | -95.16% | Jan 31, 2021 |
VANGUARD INSTITUTIONAL INDEX FUNDS | 0.17% | 5,217,150 | -70,816 | -1.34% | Mar 31, 2024 |
T. Rowe Price All-Cap Opportunities Fund, Inc. | 0.17% | 311,000 | - | - | Mar 31, 2024 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) | 0.17% | 14,683,000 | - | - | Feb 29, 2024 |
VANGUARD SPECIALIZED FUNDS | 0.17% | 9,192,000 | -183,191 | -1.95% | Jan 31, 2024 |
DSS AMERICAFIRST QUANTITATIVE FUNDS | 0.17% | 1,094 | - | - | Mar 31, 2021 |
T. Rowe Price Growth & Income Fund, Inc. | 0.17% | 164,594 | 3,770 | 2.34% | Dec 31, 2020 |
AMERICAN PENSION INVESTORS TRUST | 0.16% | 1,000,000 | - | - | Jan 31, 2024 |
AMERICAN PENSION INVESTORS TRUST | 0.16% | 1,000,000 | - | - | Jan 31, 2024 |
Invesco Bond Fund | 0.16% | 296,000 | - | - | Feb 29, 2024 |
PFM Multi-Manager Series Trust | 0.16% | 132,000 | - | - | Dec 31, 2023 |
PRUDENTIAL VARIABLE CONTRACT ACCOUNT 10 | 0.16% | 9,280 | -106 | -1.13% | Dec 31, 2022 |
Zacks Trust | 0.15% | 14,082 | 11,058 | 365.67% | Feb 29, 2024 |
PRUDENTIAL VARIABLE CONTRACT ACCOUNT 2 | 0.15% | 12,479 | -771 | -5.82% | Dec 31, 2022 |
Emerge ETF Trust | 0.15% | 203 | 56 | 38.10% | Apr 28, 2023 |
PIONEER SERIES TRUST XII | 0.15% | 111,007 | - | - | Feb 29, 2024 |
IDX Funds | 0.15% | 5,820 | - | - | Dec 31, 2021 |
T. Rowe Price U.S. Equity Research Fund, Inc. | 0.15% | 183,813 | -37,449 | -16.93% | Mar 31, 2024 |
McDonald's Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 2,986 | -6.07% |
31 Mar, 24 | 3,179 | -1.12% |
31 Dec, 23 | 3,215 | 6.18% |
30 Sep, 23 | 3,028 | -0.23% |
30 Jun, 23 | 3,035 | 1.74% |
31 Mar, 23 | 2,983 | 0.24% |
31 Dec, 22 | 2,976 | 8.34% |
30 Sep, 22 | 2,747 | -0.83% |
30 Jun, 22 | 2,770 | -0.54% |
31 Mar, 22 | 2,785 | -2.01% |
31 Dec, 21 | 2,842 | 10.41% |
30 Sep, 21 | 2,574 | -0.39% |
30 Jun, 21 | 2,584 | 1.21% |
31 Mar, 21 | 2,553 | 1.51% |
31 Dec, 20 | 2,515 | 7.43% |
30 Sep, 20 | 2,341 | 2.99% |
30 Jun, 20 | 2,273 | 1.75% |
31 Mar, 20 | 2,234 | -3.67% |
31 Dec, 19 | 2,319 | 7.76% |
30 Sep, 19 | 2,152 | 1.51% |
30 Jun, 19 | 2,120 | 0.66% |
31 Mar, 19 | 2,106 | 2.08% |
31 Dec, 18 | 2,063 | 8.69% |
30 Sep, 18 | 1,898 | -1.30% |
30 Jun, 18 | 1,923 | 1.10% |
31 Mar, 18 | 1,902 | -2.06% |
31 Dec, 17 | 1,942 | 9.10% |
30 Sep, 17 | 1,780 | 1.37% |
30 Jun, 17 | 1,756 | 2.99% |
31 Mar, 17 | 1,705 | 1.55% |
31 Dec, 16 | 1,679 | 5.73% |
30 Sep, 16 | 1,588 | -3.29% |
30 Jun, 16 | 1,642 | -1.08% |
31 Mar, 16 | 1,660 | 0.67% |
31 Dec, 15 | 1,649 | 6.18% |
30 Sep, 15 | 1,553 | -0.89% |
30 Jun, 15 | 1,567 | -3.27% |
31 Mar, 15 | 1,620 | -1.10% |
31 Dec, 14 | 1,638 | 5.68% |
30 Sep, 14 | 1,550 | 0.98% |
30 Jun, 14 | 1,535 | 0.59% |
31 Mar, 14 | 1,526 | -1.10% |
31 Dec, 13 | 1,543 | 9.20% |
30 Sep, 13 | 1,413 | 0.93% |
30 Jun, 13 | 1,400 | 107.10% |
31 Mar, 13 | 676 | 2.11% |
31 Dec, 12 | 662 | 7.47% |
30 Sep, 12 | 616 | 5.30% |
30 Jun, 12 | 585 | 0.34% |
31 Mar, 12 | 583 | -1.69% |
31 Dec, 11 | 593 | 16.27% |
30 Sep, 11 | 510 | 4.29% |
30 Jun, 11 | 489 | 3.38% |
31 Mar, 11 | 473 | 4.42% |
31 Dec, 10 | 453 | 8.89% |
30 Sep, 10 | 416 | 2.72% |
30 Jun, 10 | 405 | -0.74% |
31 Mar, 10 | 408 | 3.03% |
31 Dec, 09 | 396 | 7.61% |
30 Sep, 09 | 368 | -0.27% |
30 Jun, 09 | 369 | 6.96% |
31 Mar, 09 | 345 | -1.71% |
31 Dec, 08 | 351 | 11.08% |
30 Sep, 08 | 316 | 3.27% |
30 Jun, 08 | 306 | 0.66% |
31 Mar, 08 | 304 | -0.65% |
31 Dec, 07 | 306 | 10.47% |
30 Sep, 07 | 277 | 3.75% |
30 Jun, 07 | 267 | 3.89% |
31 Mar, 07 | 257 | -0.39% |
31 Dec, 06 | 258 | 11.21% |
30 Sep, 06 | 232 | 0.43% |
30 Jun, 06 | 231 | -9.77% |
31 Mar, 06 | 256 | 10.34% |
31 Dec, 05 | 232 | 12.08% |
30 Sep, 05 | 207 | 8.38% |
30 Jun, 05 | 191 | -0.52% |
31 Mar, 05 | 192 | 2.13% |
31 Dec, 04 | 188 | 12.57% |
30 Sep, 04 | 167 | 1.83% |
30 Jun, 04 | 164 | -2.96% |
31 Mar, 04 | 169 | 10.46% |
31 Dec, 03 | 153 | 2.00% |
30 Sep, 03 | 150 | 15.38% |
30 Jun, 03 | 130 | 5.69% |
31 Mar, 03 | 123 | -6.11% |
31 Dec, 02 | 131 | -5.76% |
30 Sep, 02 | 139 | -7.33% |
30 Jun, 02 | 150 | 7.91% |
31 Mar, 02 | 139 | 23.01% |
31 Dec, 01 | 113 | -5.04% |
30 Sep, 01 | 119 | 1.71% |
30 Jun, 01 | 117 | -4.10% |
31 Mar, 01 | 122 | 6.09% |
31 Dec, 00 | 115 | 10.58% |
30 Sep, 00 | 104 | -7.96% |
30 Jun, 00 | 113 | 21.51% |
31 Mar, 00 | 93 | 6.90% |
31 Dec, 99 | 87 | 6.10% |
30 Sep, 99 | 82 | 17.14% |
30 Jun, 99 | 70 | 4.48% |
31 Mar, 99 | 67 | 1240.00% |
31 Dec, 98 | 5 | - |
31 Mar, 87 | 1 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 503,342,838 | 0.58% |
31 Mar, 24 | 500,431,140 | -1.50% |
31 Dec, 23 | 508,046,969 | 4.14% |
30 Sep, 23 | 487,831,814 | -2.81% |
30 Jun, 23 | 501,911,033 | 0.18% |
31 Mar, 23 | 501,010,020 | -0.44% |
31 Dec, 22 | 503,224,073 | 0.79% |
30 Sep, 22 | 499,270,047 | -0.08% |
30 Jun, 22 | 499,646,330 | -0.89% |
31 Mar, 22 | 504,134,278 | -0.64% |
31 Dec, 21 | 507,379,677 | 0.35% |
30 Sep, 21 | 505,590,518 | 0.46% |
30 Jun, 21 | 503,261,020 | -0.16% |
31 Mar, 21 | 504,071,616 | 0.86% |
31 Dec, 20 | 499,784,539 | -0.14% |
30 Sep, 20 | 500,488,765 | 0.24% |
30 Jun, 20 | 499,305,429 | -1.45% |
31 Mar, 20 | 506,673,797 | 1.04% |
31 Dec, 19 | 501,462,996 | -2.41% |
30 Sep, 19 | 513,862,364 | -1.48% |
30 Jun, 19 | 521,581,001 | -0.82% |
31 Mar, 19 | 525,897,203 | -0.33% |
31 Dec, 18 | 527,627,653 | 0.00% |
30 Sep, 18 | 527,609,272 | -3.29% |
30 Jun, 18 | 545,548,996 | 1.64% |
31 Mar, 18 | 536,723,238 | -1.72% |
31 Dec, 17 | 546,089,973 | 0.18% |
30 Sep, 17 | 545,087,694 | -2.59% |
30 Jun, 17 | 559,559,778 | 0.09% |
31 Mar, 17 | 559,079,784 | -0.45% |
31 Dec, 16 | 561,588,236 | -1.40% |
30 Sep, 16 | 569,587,570 | -4.79% |
30 Jun, 16 | 598,270,810 | -7.73% |
31 Mar, 16 | 648,407,092 | 1.79% |
31 Dec, 15 | 637,027,177 | 0.12% |
30 Sep, 15 | 636,266,196 | -0.99% |
30 Jun, 15 | 642,615,284 | -1.08% |
31 Mar, 15 | 649,613,478 | 1.45% |
31 Dec, 14 | 640,332,518 | 0.57% |
30 Sep, 14 | 636,729,755 | 0.47% |
30 Jun, 14 | 633,746,538 | 2.40% |
31 Mar, 14 | 618,922,998 | -0.48% |
31 Dec, 13 | 621,893,042 | -0.78% |
30 Sep, 13 | 626,791,024 | 2.56% |
30 Jun, 13 | 611,145,181 | -48.85% |
31 Mar, 13 | 1,194,920,665 | -1.36% |
31 Dec, 12 | 1,211,436,564 | 418.74% |
30 Sep, 12 | 233,534,185 | -81.76% |
30 Jun, 12 | 1,280,216,417 | 553.18% |
31 Mar, 12 | 195,998,537 | -21.44% |
31 Dec, 11 | 249,495,358 | 7.62% |
30 Sep, 11 | 231,836,334 | -14.09% |
30 Jun, 11 | 269,858,294 | -78.77% |
31 Mar, 11 | 1,271,245,812 | 675.52% |
31 Dec, 10 | 163,921,115 | -4.08% |
30 Sep, 10 | 170,894,625 | -12.82% |
30 Jun, 10 | 196,018,002 | 4.04% |
31 Mar, 10 | 188,402,616 | 0.49% |
31 Dec, 09 | 187,479,427 | -10.27% |
30 Sep, 09 | 208,927,903 | -83.94% |
30 Jun, 09 | 1,301,225,299 | 526.12% |
31 Mar, 09 | 207,822,949 | -36.83% |
31 Dec, 08 | 329,011,518 | 44.56% |
30 Sep, 08 | 227,595,274 | 93.20% |
30 Jun, 08 | 117,803,719 | -16.20% |
31 Mar, 08 | 140,585,460 | -89.88% |
31 Dec, 07 | 1,388,815,215 | 416.70% |
30 Sep, 07 | 268,785,391 | 26.71% |
30 Jun, 07 | 212,122,181 | 0.41% |
31 Mar, 07 | 211,245,991 | -18.76% |
31 Dec, 06 | 260,042,870 | -1.92% |
30 Sep, 06 | 265,134,192 | -82.04% |
30 Jun, 06 | 1,475,987,883 | 480.32% |
31 Mar, 06 | 254,338,521 | 7.70% |
31 Dec, 05 | 236,160,183 | -1.20% |
30 Sep, 05 | 239,026,246 | -3.22% |
30 Jun, 05 | 246,987,422 | -4.81% |
31 Mar, 05 | 259,470,799 | 3.49% |
31 Dec, 04 | 250,727,046 | 3.96% |
30 Sep, 04 | 241,180,593 | 3.15% |
30 Jun, 04 | 233,821,373 | 19.78% |
31 Mar, 04 | 195,203,149 | 11.27% |
31 Dec, 03 | 175,430,610 | -16.41% |
30 Sep, 03 | 209,867,803 | 4.67% |
30 Jun, 03 | 200,511,948 | 4.86% |
31 Mar, 03 | 191,217,205 | 6.77% |
31 Dec, 02 | 179,094,818 | 23.04% |
30 Sep, 02 | 145,554,357 | -3.36% |
30 Jun, 02 | 150,614,218 | -19.03% |
31 Mar, 02 | 186,017,874 | 64.58% |
31 Dec, 01 | 113,022,772 | -91.84% |
30 Sep, 01 | 1,385,583,732 | 665.88% |
30 Jun, 01 | 180,913,004 | 6.68% |
31 Mar, 01 | 169,578,514 | -5.24% |
31 Dec, 00 | 178,962,650 | 2.22% |
30 Sep, 00 | 175,074,990 | -5.99% |
30 Jun, 00 | 186,236,462 | -13.68% |
31 Mar, 00 | 215,758,145 | -3.76% |
31 Dec, 99 | 224,180,863 | -10.97% |
30 Sep, 99 | 251,815,801 | -0.38% |
30 Jun, 99 | 252,768,526 | 2.53% |
31 Mar, 99 | 246,525,348 | 61481.15% |
31 Dec, 98 | 400,326 | - |
31 Mar, 87 | 4,793 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 69.73% | 1.45% |
31 Mar, 24 | 69.33% | 1.41% |
31 Dec, 23 | 70.19% | 1.56% |
30 Sep, 23 | 67.08% | 1.42% |
30 Jun, 23 | 68.79% | 1.46% |
31 Mar, 23 | 68.55% | 1.47% |
31 Dec, 22 | 68.33% | 1.48% |
30 Sep, 22 | 67.94% | 1.48% |
30 Jun, 22 | 67.75% | 1.47% |
31 Mar, 22 | 67.89% | 1.46% |
31 Dec, 21 | 68.12% | 1.49% |
30 Sep, 21 | 67.67% | 1.49% |
30 Jun, 21 | 67.41% | 1.48% |
31 Mar, 21 | 67.59% | 1.50% |
31 Dec, 20 | 67.12% | 1.49% |
30 Sep, 20 | 67.22% | 1.49% |
30 Jun, 20 | 67.13% | 1.45% |
31 Mar, 20 | 68.03% | 1.55% |
31 Dec, 19 | 66.15% | 1.43% |
30 Sep, 19 | 67.92% | 1.45% |
30 Jun, 19 | 68.47% | 1.45% |
31 Mar, 19 | 68.75% | 1.45% |
31 Dec, 18 | 68.78% | 1.48% |
30 Sep, 18 | 68.27% | 1.40% |
30 Jun, 18 | 69.94% | 1.52% |
31 Mar, 18 | 67.86% | 1.48% |
31 Dec, 17 | 67.64% | 1.48% |
30 Sep, 17 | 67.69% | 1.42% |
30 Jun, 17 | 68.95% | 1.48% |
31 Mar, 17 | 68.28% | 1.45% |
31 Dec, 16 | 68.61% | 1.50% |
30 Sep, 16 | 67.70% | 1.41% |
30 Jun, 16 | 69.24% | 1.30% |
31 Mar, 16 | 72.94% | 1.59% |
31 Dec, 15 | 67.81% | 1.45% |
30 Sep, 15 | 68.39% | 1.50% |
30 Jun, 15 | 67.42% | 1.47% |
31 Mar, 15 | 67.63% | 1.53% |
31 Dec, 14 | 66.50% | 1.57% |
30 Sep, 14 | 65.06% | 1.58% |
30 Jun, 14 | 64.18% | 1.64% |
31 Mar, 14 | 62.54% | 1.61% |
31 Dec, 13 | 62.29% | 1.58% |
30 Sep, 13 | 62.85% | 1.69% |
30 Jun, 13 | 61.03% | 0.43% |
31 Mar, 13 | 119.17% | 0.83% |
31 Dec, 12 | 119.93% | 22.26% |
30 Sep, 12 | 23.21% | 0.15% |
30 Jun, 12 | 126.28% | 34.08% |
31 Mar, 12 | 19.25% | 3.19% |
31 Dec, 11 | 24.55% | 4.83% |
30 Sep, 11 | 22.53% | 3.32% |
30 Jun, 11 | 26.06% | 0.18% |
31 Mar, 11 | 121.95% | 51.58% |
31 Dec, 10 | 15.38% | 5.93% |
30 Sep, 10 | 16.11% | 4.82% |
30 Jun, 10 | 18.28% | 5.96% |
31 Mar, 10 | 17.51% | 5.77% |
31 Dec, 09 | 17.43% | 4.70% |
30 Sep, 09 | 19.26% | 0.14% |
30 Jun, 09 | 118.58% | 33.80% |
31 Mar, 09 | 18.73% | 2.20% |
31 Dec, 08 | 29.20% | 7.03% |
30 Sep, 08 | 20.38% | 18.72% |
30 Jun, 08 | 10.44% | 6.93% |
31 Mar, 08 | 12.27% | 0.08% |
31 Dec, 07 | 121.23% | 23.56% |
30 Sep, 07 | 22.68% | 7.18% |
30 Jun, 07 | 17.77% | 5.75% |
31 Mar, 07 | 17.59% | 3.96% |
31 Dec, 06 | 21.07% | 4.54% |
30 Sep, 06 | 21.55% | 0.15% |
30 Jun, 06 | 119.50% | 29.05% |
31 Mar, 06 | 20.28% | 5.72% |
31 Dec, 05 | 18.83% | 5.18% |
30 Sep, 05 | 19.06% | 4.96% |
30 Jun, 05 | 19.61% | 4.69% |
31 Mar, 05 | 20.45% | 5.20% |
31 Dec, 04 | 19.83% | 5.38% |
30 Sep, 04 | 19.19% | 5.54% |
30 Jun, 04 | 18.62% | 7.78% |
31 Mar, 04 | 15.47% | 8.11% |
31 Dec, 03 | 13.82% | 5.07% |
30 Sep, 03 | 16.51% | 6.65% |
30 Jun, 03 | 15.76% | 6.95% |
31 Mar, 03 | 15.06% | 7.56% |
31 Dec, 02 | 14.11% | 10.80% |
30 Sep, 02 | 11.43% | 8.17% |
30 Jun, 02 | 11.83% | 5.58% |
31 Mar, 02 | 14.56% | 19.03% |
31 Dec, 01 | 8.75% | 0.08% |
30 Sep, 01 | 107.74% | 54.75% |
30 Jun, 01 | 14.03% | 8.25% |
31 Mar, 01 | 13.04% | 7.13% |
31 Dec, 00 | 13.53% | 7.64% |
30 Sep, 00 | 13.31% | 6.76% |
30 Jun, 00 | 14.03% | 5.44% |
31 Mar, 00 | 16.06% | 5.87% |
31 Dec, 99 | 16.54% | 4.79% |
30 Sep, 99 | 18.59% | 5.35% |
30 Jun, 99 | 18.65% | 5.65% |
31 Mar, 99 | 18.16% | 2114133.45% |
31 Dec, 98 | 0.03% | - |
31 Mar, 87 | 0.00% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 1,277 | -8.52% |
31 Mar, 24 | 1,396 | -13.67% |
31 Dec, 23 | 1,617 | 19.60% |
30 Sep, 23 | 1,352 | 3.68% |
30 Jun, 23 | 1,304 | -5.78% |
31 Mar, 23 | 1,384 | -5.01% |
31 Dec, 22 | 1,457 | 16.37% |
30 Sep, 22 | 1,252 | -4.57% |
30 Jun, 22 | 1,312 | 3.88% |
31 Mar, 22 | 1,263 | -16.63% |
31 Dec, 21 | 1,515 | 23.37% |
30 Sep, 21 | 1,228 | 0.74% |
30 Jun, 21 | 1,219 | 1.25% |
31 Mar, 21 | 1,204 | -4.90% |
31 Dec, 20 | 1,266 | 29.85% |
30 Sep, 20 | 975 | -12.79% |
30 Jun, 20 | 1,118 | 9.72% |
31 Mar, 20 | 1,019 | -14.15% |
31 Dec, 19 | 1,187 | 22.12% |
30 Sep, 19 | 972 | 6.70% |
30 Jun, 19 | 911 | -1.30% |
31 Mar, 19 | 923 | -2.74% |
31 Dec, 18 | 949 | 26.36% |
30 Sep, 18 | 751 | -5.42% |
30 Jun, 18 | 794 | 2.98% |
31 Mar, 18 | 771 | -11.68% |
31 Dec, 17 | 873 | 36.83% |
30 Sep, 17 | 638 | -4.06% |
30 Jun, 17 | 665 | 0.91% |
31 Mar, 17 | 659 | -9.23% |
31 Dec, 16 | 726 | 14.69% |
30 Sep, 16 | 633 | 0.48% |
30 Jun, 16 | 630 | -6.80% |
31 Mar, 16 | 676 | -2.31% |
31 Dec, 15 | 692 | 22.48% |
30 Sep, 15 | 565 | 3.67% |
30 Jun, 15 | 545 | -10.80% |
31 Mar, 15 | 611 | -12.21% |
31 Dec, 14 | 696 | 13.73% |
30 Sep, 14 | 612 | -1.29% |
30 Jun, 14 | 620 | -5.49% |
31 Mar, 14 | 656 | -10.50% |
31 Dec, 13 | 733 | 9.90% |
30 Sep, 13 | 667 | -33.43% |
30 Jun, 13 | 1,002 | 163.68% |
31 Mar, 13 | 380 | 4.97% |
31 Dec, 12 | 362 | 9.37% |
30 Sep, 12 | 331 | -1.19% |
30 Jun, 12 | 335 | 19.64% |
31 Mar, 12 | 280 | -9.68% |
31 Dec, 11 | 310 | 13.55% |
30 Sep, 11 | 273 | 6.23% |
30 Jun, 11 | 257 | -9.19% |
31 Mar, 11 | 283 | 6.39% |
31 Dec, 10 | 266 | 28.50% |
30 Sep, 10 | 207 | -1.43% |
30 Jun, 10 | 210 | -11.76% |
31 Mar, 10 | 238 | -2.06% |
31 Dec, 09 | 243 | 15.71% |
30 Sep, 09 | 210 | - |
30 Jun, 09 | 210 | 16.67% |
31 Mar, 09 | 180 | -7.22% |
31 Dec, 08 | 194 | 25.16% |
30 Sep, 08 | 155 | 7.64% |
30 Jun, 08 | 144 | -7.69% |
31 Mar, 08 | 156 | -5.45% |
31 Dec, 07 | 165 | 16.20% |
30 Sep, 07 | 142 | 5.97% |
30 Jun, 07 | 134 | 14.53% |
31 Mar, 07 | 117 | -16.43% |
31 Dec, 06 | 140 | 17.65% |
30 Sep, 06 | 119 | 11.21% |
30 Jun, 06 | 107 | -17.05% |
31 Mar, 06 | 129 | -5.84% |
31 Dec, 05 | 137 | 33.01% |
30 Sep, 05 | 103 | 13.19% |
30 Jun, 05 | 91 | -11.65% |
31 Mar, 05 | 103 | -1.90% |
31 Dec, 04 | 105 | 20.69% |
30 Sep, 04 | 87 | 2.35% |
30 Jun, 04 | 85 | -3.41% |
31 Mar, 04 | 88 | 4.76% |
31 Dec, 03 | 84 | 3.70% |
30 Sep, 03 | 81 | 30.65% |
30 Jun, 03 | 62 | -6.06% |
31 Mar, 03 | 66 | 8.20% |
31 Dec, 02 | 61 | -6.15% |
30 Sep, 02 | 65 | -24.42% |
30 Jun, 02 | 86 | - |
31 Mar, 02 | 86 | 56.36% |
31 Dec, 01 | 55 | -12.70% |
30 Sep, 01 | 63 | -1.56% |
30 Jun, 01 | 64 | -7.25% |
31 Mar, 01 | 69 | -5.48% |
31 Dec, 00 | 73 | 21.67% |
30 Sep, 00 | 60 | -9.09% |
30 Jun, 00 | 66 | 22.22% |
31 Mar, 00 | 54 | 14.89% |
31 Dec, 99 | 47 | -9.62% |
30 Sep, 99 | 52 | 26.83% |
30 Jun, 99 | 41 | -35.94% |
31 Mar, 99 | 64 | 1180.00% |
31 Dec, 98 | 5 | - |
31 Mar, 87 | 1 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 1,256 | -2.10% |
31 Mar, 24 | 1,283 | 13.74% |
31 Dec, 23 | 1,128 | -1.31% |
30 Sep, 23 | 1,143 | -7.97% |
30 Jun, 23 | 1,242 | 9.62% |
31 Mar, 23 | 1,133 | 4.91% |
31 Dec, 22 | 1,080 | 5.37% |
30 Sep, 22 | 1,025 | 0.69% |
30 Jun, 22 | 1,018 | -4.59% |
31 Mar, 22 | 1,067 | 17.77% |
31 Dec, 21 | 906 | 5.59% |
30 Sep, 21 | 858 | -4.77% |
30 Jun, 21 | 901 | -4.35% |
31 Mar, 21 | 942 | 9.79% |
31 Dec, 20 | 858 | -12.36% |
30 Sep, 20 | 979 | 20.86% |
30 Jun, 20 | 810 | -11.57% |
31 Mar, 20 | 916 | 16.84% |
31 Dec, 19 | 784 | -2.24% |
30 Sep, 19 | 802 | -7.60% |
30 Jun, 19 | 868 | 2.24% |
31 Mar, 19 | 849 | 7.06% |
31 Dec, 18 | 793 | -0.75% |
30 Sep, 18 | 799 | 4.99% |
30 Jun, 18 | 761 | -7.87% |
31 Mar, 18 | 826 | 6.99% |
31 Dec, 17 | 772 | -5.85% |
30 Sep, 17 | 820 | 5.67% |
30 Jun, 17 | 776 | 3.60% |
31 Mar, 17 | 749 | 11.13% |
31 Dec, 16 | 674 | 0.60% |
30 Sep, 16 | 670 | -8.84% |
30 Jun, 16 | 735 | 0.14% |
31 Mar, 16 | 734 | 4.26% |
31 Dec, 15 | 704 | -2.63% |
30 Sep, 15 | 723 | -5.12% |
30 Jun, 15 | 762 | 1.74% |
31 Mar, 15 | 749 | 8.08% |
31 Dec, 14 | 693 | 2.06% |
30 Sep, 14 | 679 | 4.30% |
30 Jun, 14 | 651 | 1.72% |
31 Mar, 14 | 640 | 5.79% |
31 Dec, 13 | 605 | 16.12% |
30 Sep, 13 | 521 | 87.41% |
30 Jun, 13 | 278 | 35.61% |
31 Mar, 13 | 205 | -0.49% |
31 Dec, 12 | 206 | 9.57% |
30 Sep, 12 | 188 | 2.73% |
30 Jun, 12 | 183 | -22.46% |
31 Mar, 12 | 236 | 12.92% |
31 Dec, 11 | 209 | 20.11% |
30 Sep, 11 | 174 | - |
30 Jun, 11 | 174 | 23.40% |
31 Mar, 11 | 141 | 2.17% |
31 Dec, 10 | 138 | -16.36% |
30 Sep, 10 | 165 | 8.55% |
30 Jun, 10 | 152 | 8.57% |
31 Mar, 10 | 140 | 20.69% |
31 Dec, 09 | 116 | -1.69% |
30 Sep, 09 | 118 | -0.84% |
30 Jun, 09 | 119 | -4.03% |
31 Mar, 09 | 124 | 5.08% |
31 Dec, 08 | 118 | -0.84% |
30 Sep, 08 | 119 | -5.56% |
30 Jun, 08 | 126 | 16.67% |
31 Mar, 08 | 108 | 18.68% |
31 Dec, 07 | 91 | 2.25% |
30 Sep, 07 | 89 | -2.20% |
30 Jun, 07 | 91 | -3.19% |
31 Mar, 07 | 94 | 20.51% |
31 Dec, 06 | 78 | 13.04% |
30 Sep, 06 | 69 | -24.18% |
30 Jun, 06 | 91 | -6.19% |
31 Mar, 06 | 97 | 70.18% |
31 Dec, 05 | 57 | -21.92% |
30 Sep, 05 | 73 | 10.61% |
30 Jun, 05 | 66 | 4.76% |
31 Mar, 05 | 63 | 8.62% |
31 Dec, 04 | 58 | 7.41% |
30 Sep, 04 | 54 | -6.90% |
30 Jun, 04 | 58 | -12.12% |
31 Mar, 04 | 66 | 37.50% |
31 Dec, 03 | 48 | -2.04% |
30 Sep, 03 | 49 | 16.67% |
30 Jun, 03 | 42 | 7.69% |
31 Mar, 03 | 39 | -27.78% |
31 Dec, 02 | 54 | 3.85% |
30 Sep, 02 | 52 | 18.18% |
30 Jun, 02 | 44 | 25.71% |
31 Mar, 02 | 35 | -18.60% |
31 Dec, 01 | 43 | 16.22% |
30 Sep, 01 | 37 | -7.50% |
30 Jun, 01 | 40 | -2.44% |
31 Mar, 01 | 41 | 20.59% |
31 Dec, 00 | 34 | -5.56% |
30 Sep, 00 | 36 | 2.86% |
30 Jun, 00 | 35 | 25.00% |
31 Mar, 00 | 28 | 3.70% |
31 Dec, 99 | 27 | 12.50% |
30 Sep, 99 | 24 | 41.18% |
30 Jun, 99 | 17 | 1600.00% |
31 Mar, 99 | 1 | - |
31 Dec, 98 | - | - |
31 Mar, 87 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 2,986 | -6.07% | 503,342,838 | 0.58% | 69.73% | 1.45% | 1,277 | -8.52% | 1,256 | -2.10% |
31 Mar, 24 | 3,179 | -1.12% | 500,431,140 | -1.50% | 69.33% | 1.41% | 1,396 | -13.67% | 1,283 | 13.74% |
31 Dec, 23 | 3,215 | 6.18% | 508,046,969 | 4.14% | 70.19% | 1.56% | 1,617 | 19.60% | 1,128 | -1.31% |
30 Sep, 23 | 3,028 | -0.23% | 487,831,814 | -2.81% | 67.08% | 1.42% | 1,352 | 3.68% | 1,143 | -7.97% |
30 Jun, 23 | 3,035 | 1.74% | 501,911,033 | 0.18% | 68.79% | 1.46% | 1,304 | -5.78% | 1,242 | 9.62% |
31 Mar, 23 | 2,983 | 0.24% | 501,010,020 | -0.44% | 68.55% | 1.47% | 1,384 | -5.01% | 1,133 | 4.91% |
31 Dec, 22 | 2,976 | 8.34% | 503,224,073 | 0.79% | 68.33% | 1.48% | 1,457 | 16.37% | 1,080 | 5.37% |
30 Sep, 22 | 2,747 | -0.83% | 499,270,047 | -0.08% | 67.94% | 1.48% | 1,252 | -4.57% | 1,025 | 0.69% |
30 Jun, 22 | 2,770 | -0.54% | 499,646,330 | -0.89% | 67.75% | 1.47% | 1,312 | 3.88% | 1,018 | -4.59% |
31 Mar, 22 | 2,785 | -2.01% | 504,134,278 | -0.64% | 67.89% | 1.46% | 1,263 | -16.63% | 1,067 | 17.77% |
31 Dec, 21 | 2,842 | 10.41% | 507,379,677 | 0.35% | 68.12% | 1.49% | 1,515 | 23.37% | 906 | 5.59% |
30 Sep, 21 | 2,574 | -0.39% | 505,590,518 | 0.46% | 67.67% | 1.49% | 1,228 | 0.74% | 858 | -4.77% |
30 Jun, 21 | 2,584 | 1.21% | 503,261,020 | -0.16% | 67.41% | 1.48% | 1,219 | 1.25% | 901 | -4.35% |
31 Mar, 21 | 2,553 | 1.51% | 504,071,616 | 0.86% | 67.59% | 1.50% | 1,204 | -4.90% | 942 | 9.79% |
31 Dec, 20 | 2,515 | 7.43% | 499,784,539 | -0.14% | 67.12% | 1.49% | 1,266 | 29.85% | 858 | -12.36% |
30 Sep, 20 | 2,341 | 2.99% | 500,488,765 | 0.24% | 67.22% | 1.49% | 975 | -12.79% | 979 | 20.86% |
30 Jun, 20 | 2,273 | 1.75% | 499,305,429 | -1.45% | 67.13% | 1.45% | 1,118 | 9.72% | 810 | -11.57% |
31 Mar, 20 | 2,234 | -3.67% | 506,673,797 | 1.04% | 68.03% | 1.55% | 1,019 | -14.15% | 916 | 16.84% |
31 Dec, 19 | 2,319 | 7.76% | 501,462,996 | -2.41% | 66.15% | 1.43% | 1,187 | 22.12% | 784 | -2.24% |
30 Sep, 19 | 2,152 | 1.51% | 513,862,364 | -1.48% | 67.92% | 1.45% | 972 | 6.70% | 802 | -7.60% |
30 Jun, 19 | 2,120 | 0.66% | 521,581,001 | -0.82% | 68.47% | 1.45% | 911 | -1.30% | 868 | 2.24% |
31 Mar, 19 | 2,106 | 2.08% | 525,897,203 | -0.33% | 68.75% | 1.45% | 923 | -2.74% | 849 | 7.06% |
31 Dec, 18 | 2,063 | 8.69% | 527,627,653 | 0.00% | 68.78% | 1.48% | 949 | 26.36% | 793 | -0.75% |
30 Sep, 18 | 1,898 | -1.30% | 527,609,272 | -3.29% | 68.27% | 1.40% | 751 | -5.42% | 799 | 4.99% |
30 Jun, 18 | 1,923 | 1.10% | 545,548,996 | 1.64% | 69.94% | 1.52% | 794 | 2.98% | 761 | -7.87% |
31 Mar, 18 | 1,902 | -2.06% | 536,723,238 | -1.72% | 67.86% | 1.48% | 771 | -11.68% | 826 | 6.99% |
31 Dec, 17 | 1,942 | 9.10% | 546,089,973 | 0.18% | 67.64% | 1.48% | 873 | 36.83% | 772 | -5.85% |
30 Sep, 17 | 1,780 | 1.37% | 545,087,694 | -2.59% | 67.69% | 1.42% | 638 | -4.06% | 820 | 5.67% |
30 Jun, 17 | 1,756 | 2.99% | 559,559,778 | 0.09% | 68.95% | 1.48% | 665 | 0.91% | 776 | 3.60% |
31 Mar, 17 | 1,705 | 1.55% | 559,079,784 | -0.45% | 68.28% | 1.45% | 659 | -9.23% | 749 | 11.13% |
31 Dec, 16 | 1,679 | 5.73% | 561,588,236 | -1.40% | 68.61% | 1.50% | 726 | 14.69% | 674 | 0.60% |
30 Sep, 16 | 1,588 | -3.29% | 569,587,570 | -4.79% | 67.70% | 1.41% | 633 | 0.48% | 670 | -8.84% |
30 Jun, 16 | 1,642 | -1.08% | 598,270,810 | -7.73% | 69.24% | 1.30% | 630 | -6.80% | 735 | 0.14% |
31 Mar, 16 | 1,660 | 0.67% | 648,407,092 | 1.79% | 72.94% | 1.59% | 676 | -2.31% | 734 | 4.26% |
31 Dec, 15 | 1,649 | 6.18% | 637,027,177 | 0.12% | 67.81% | 1.45% | 692 | 22.48% | 704 | -2.63% |
30 Sep, 15 | 1,553 | -0.89% | 636,266,196 | -0.99% | 68.39% | 1.50% | 565 | 3.67% | 723 | -5.12% |
30 Jun, 15 | 1,567 | -3.27% | 642,615,284 | -1.08% | 67.42% | 1.47% | 545 | -10.80% | 762 | 1.74% |
31 Mar, 15 | 1,620 | -1.10% | 649,613,478 | 1.45% | 67.63% | 1.53% | 611 | -12.21% | 749 | 8.08% |
31 Dec, 14 | 1,638 | 5.68% | 640,332,518 | 0.57% | 66.50% | 1.57% | 696 | 13.73% | 693 | 2.06% |
30 Sep, 14 | 1,550 | 0.98% | 636,729,755 | 0.47% | 65.06% | 1.58% | 612 | -1.29% | 679 | 4.30% |
30 Jun, 14 | 1,535 | 0.59% | 633,746,538 | 2.40% | 64.18% | 1.64% | 620 | -5.49% | 651 | 1.72% |
31 Mar, 14 | 1,526 | -1.10% | 618,922,998 | -0.48% | 62.54% | 1.61% | 656 | -10.50% | 640 | 5.79% |
31 Dec, 13 | 1,543 | 9.20% | 621,893,042 | -0.78% | 62.29% | 1.58% | 733 | 9.90% | 605 | 16.12% |
30 Sep, 13 | 1,413 | 0.93% | 626,791,024 | 2.56% | 62.85% | 1.69% | 667 | -33.43% | 521 | 87.41% |
30 Jun, 13 | 1,400 | 107.10% | 611,145,181 | -48.85% | 61.03% | 0.43% | 1,002 | 163.68% | 278 | 35.61% |
31 Mar, 13 | 676 | 2.11% | 1,194,920,665 | -1.36% | 119.17% | 0.83% | 380 | 4.97% | 205 | -0.49% |
31 Dec, 12 | 662 | 7.47% | 1,211,436,564 | 418.74% | 119.93% | 22.26% | 362 | 9.37% | 206 | 9.57% |
30 Sep, 12 | 616 | 5.30% | 233,534,185 | -81.76% | 23.21% | 0.15% | 331 | -1.19% | 188 | 2.73% |
30 Jun, 12 | 585 | 0.34% | 1,280,216,417 | 553.18% | 126.28% | 34.08% | 335 | 19.64% | 183 | -22.46% |
31 Mar, 12 | 583 | -1.69% | 195,998,537 | -21.44% | 19.25% | 3.19% | 280 | -9.68% | 236 | 12.92% |
31 Dec, 11 | 593 | 16.27% | 249,495,358 | 7.62% | 24.55% | 4.83% | 310 | 13.55% | 209 | 20.11% |
30 Sep, 11 | 510 | 4.29% | 231,836,334 | -14.09% | 22.53% | 3.32% | 273 | 6.23% | 174 | - |
30 Jun, 11 | 489 | 3.38% | 269,858,294 | -78.77% | 26.06% | 0.18% | 257 | -9.19% | 174 | 23.40% |
31 Mar, 11 | 473 | 4.42% | 1,271,245,812 | 675.52% | 121.95% | 51.58% | 283 | 6.39% | 141 | 2.17% |
31 Dec, 10 | 453 | 8.89% | 163,921,115 | -4.08% | 15.38% | 5.93% | 266 | 28.50% | 138 | -16.36% |
30 Sep, 10 | 416 | 2.72% | 170,894,625 | -12.82% | 16.11% | 4.82% | 207 | -1.43% | 165 | 8.55% |
30 Jun, 10 | 405 | -0.74% | 196,018,002 | 4.04% | 18.28% | 5.96% | 210 | -11.76% | 152 | 8.57% |
31 Mar, 10 | 408 | 3.03% | 188,402,616 | 0.49% | 17.51% | 5.77% | 238 | -2.06% | 140 | 20.69% |
31 Dec, 09 | 396 | 7.61% | 187,479,427 | -10.27% | 17.43% | 4.70% | 243 | 15.71% | 116 | -1.69% |
30 Sep, 09 | 368 | -0.27% | 208,927,903 | -83.94% | 19.26% | 0.14% | 210 | - | 118 | -0.84% |
30 Jun, 09 | 369 | 6.96% | 1,301,225,299 | 526.12% | 118.58% | 33.80% | 210 | 16.67% | 119 | -4.03% |
31 Mar, 09 | 345 | -1.71% | 207,822,949 | -36.83% | 18.73% | 2.20% | 180 | -7.22% | 124 | 5.08% |
31 Dec, 08 | 351 | 11.08% | 329,011,518 | 44.56% | 29.20% | 7.03% | 194 | 25.16% | 118 | -0.84% |
30 Sep, 08 | 316 | 3.27% | 227,595,274 | 93.20% | 20.38% | 18.72% | 155 | 7.64% | 119 | -5.56% |
30 Jun, 08 | 306 | 0.66% | 117,803,719 | -16.20% | 10.44% | 6.93% | 144 | -7.69% | 126 | 16.67% |
31 Mar, 08 | 304 | -0.65% | 140,585,460 | -89.88% | 12.27% | 0.08% | 156 | -5.45% | 108 | 18.68% |
31 Dec, 07 | 306 | 10.47% | 1,388,815,215 | 416.70% | 121.23% | 23.56% | 165 | 16.20% | 91 | 2.25% |
30 Sep, 07 | 277 | 3.75% | 268,785,391 | 26.71% | 22.68% | 7.18% | 142 | 5.97% | 89 | -2.20% |
30 Jun, 07 | 267 | 3.89% | 212,122,181 | 0.41% | 17.77% | 5.75% | 134 | 14.53% | 91 | -3.19% |
31 Mar, 07 | 257 | -0.39% | 211,245,991 | -18.76% | 17.59% | 3.96% | 117 | -16.43% | 94 | 20.51% |
31 Dec, 06 | 258 | 11.21% | 260,042,870 | -1.92% | 21.07% | 4.54% | 140 | 17.65% | 78 | 13.04% |
30 Sep, 06 | 232 | 0.43% | 265,134,192 | -82.04% | 21.55% | 0.15% | 119 | 11.21% | 69 | -24.18% |
30 Jun, 06 | 231 | -9.77% | 1,475,987,883 | 480.32% | 119.50% | 29.05% | 107 | -17.05% | 91 | -6.19% |
31 Mar, 06 | 256 | 10.34% | 254,338,521 | 7.70% | 20.28% | 5.72% | 129 | -5.84% | 97 | 70.18% |
31 Dec, 05 | 232 | 12.08% | 236,160,183 | -1.20% | 18.83% | 5.18% | 137 | 33.01% | 57 | -21.92% |
30 Sep, 05 | 207 | 8.38% | 239,026,246 | -3.22% | 19.06% | 4.96% | 103 | 13.19% | 73 | 10.61% |
30 Jun, 05 | 191 | -0.52% | 246,987,422 | -4.81% | 19.61% | 4.69% | 91 | -11.65% | 66 | 4.76% |
31 Mar, 05 | 192 | 2.13% | 259,470,799 | 3.49% | 20.45% | 5.20% | 103 | -1.90% | 63 | 8.62% |
31 Dec, 04 | 188 | 12.57% | 250,727,046 | 3.96% | 19.83% | 5.38% | 105 | 20.69% | 58 | 7.41% |
30 Sep, 04 | 167 | 1.83% | 241,180,593 | 3.15% | 19.19% | 5.54% | 87 | 2.35% | 54 | -6.90% |
30 Jun, 04 | 164 | -2.96% | 233,821,373 | 19.78% | 18.62% | 7.78% | 85 | -3.41% | 58 | -12.12% |
31 Mar, 04 | 169 | 10.46% | 195,203,149 | 11.27% | 15.47% | 8.11% | 88 | 4.76% | 66 | 37.50% |
31 Dec, 03 | 153 | 2.00% | 175,430,610 | -16.41% | 13.82% | 5.07% | 84 | 3.70% | 48 | -2.04% |
30 Sep, 03 | 150 | 15.38% | 209,867,803 | 4.67% | 16.51% | 6.65% | 81 | 30.65% | 49 | 16.67% |
30 Jun, 03 | 130 | 5.69% | 200,511,948 | 4.86% | 15.76% | 6.95% | 62 | -6.06% | 42 | 7.69% |
31 Mar, 03 | 123 | -6.11% | 191,217,205 | 6.77% | 15.06% | 7.56% | 66 | 8.20% | 39 | -27.78% |
31 Dec, 02 | 131 | -5.76% | 179,094,818 | 23.04% | 14.11% | 10.80% | 61 | -6.15% | 54 | 3.85% |
30 Sep, 02 | 139 | -7.33% | 145,554,357 | -3.36% | 11.43% | 8.17% | 65 | -24.42% | 52 | 18.18% |
30 Jun, 02 | 150 | 7.91% | 150,614,218 | -19.03% | 11.83% | 5.58% | 86 | - | 44 | 25.71% |
31 Mar, 02 | 139 | 23.01% | 186,017,874 | 64.58% | 14.56% | 19.03% | 86 | 56.36% | 35 | -18.60% |
31 Dec, 01 | 113 | -5.04% | 113,022,772 | -91.84% | 8.75% | 0.08% | 55 | -12.70% | 43 | 16.22% |
30 Sep, 01 | 119 | 1.71% | 1,385,583,732 | 665.88% | 107.74% | 54.75% | 63 | -1.56% | 37 | -7.50% |
30 Jun, 01 | 117 | -4.10% | 180,913,004 | 6.68% | 14.03% | 8.25% | 64 | -7.25% | 40 | -2.44% |
31 Mar, 01 | 122 | 6.09% | 169,578,514 | -5.24% | 13.04% | 7.13% | 69 | -5.48% | 41 | 20.59% |
31 Dec, 00 | 115 | 10.58% | 178,962,650 | 2.22% | 13.53% | 7.64% | 73 | 21.67% | 34 | -5.56% |
30 Sep, 00 | 104 | -7.96% | 175,074,990 | -5.99% | 13.31% | 6.76% | 60 | -9.09% | 36 | 2.86% |
30 Jun, 00 | 113 | 21.51% | 186,236,462 | -13.68% | 14.03% | 5.44% | 66 | 22.22% | 35 | 25.00% |
31 Mar, 00 | 93 | 6.90% | 215,758,145 | -3.76% | 16.06% | 5.87% | 54 | 14.89% | 28 | 3.70% |
31 Dec, 99 | 87 | 6.10% | 224,180,863 | -10.97% | 16.54% | 4.79% | 47 | -9.62% | 27 | 12.50% |
30 Sep, 99 | 82 | 17.14% | 251,815,801 | -0.38% | 18.59% | 5.35% | 52 | 26.83% | 24 | 41.18% |
30 Jun, 99 | 70 | 4.48% | 252,768,526 | 2.53% | 18.65% | 5.65% | 41 | -35.94% | 17 | 1600.00% |
31 Mar, 99 | 67 | 1240.00% | 246,525,348 | 61481.15% | 18.16% | 2114133.45% | 64 | 1180.00% | 1 | - |
31 Dec, 98 | 5 | - | 400,326 | - | 0.03% | - | 5 | - | - | - |
31 Mar, 87 | 1 | - | 4,793 | - | 0.00% | - | 1 | - | - | - |
McDonald's Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
McDonald's Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q1 2025 | - | 3 | - |
Q3 2024 | 1 | 3 | 33.33% |
Q2 2024 | 11 | 12 | 91.67% |
Q1 2024 | 60 | 45 | 133.33% |
Q4 2023 | 17 | 14 | 121.43% |
Q3 2023 | 8 | 15 | 53.33% |
Q2 2023 | 11 | 15 | 73.33% |
Q1 2023 | 58 | 40 | 145.00% |
Q4 2022 | 14 | 3 | 466.67% |
Q3 2022 | 7 | 25 | 28.00% |
Q2 2022 | 14 | 16 | 87.50% |
Q1 2022 | 38 | 27 | 140.74% |
Q4 2021 | 18 | 9 | 200.00% |
Q3 2021 | 5 | 13 | 38.46% |
Q2 2021 | 8 | 3 | 266.67% |
Q1 2021 | 27 | 20 | 135.00% |
Q4 2020 | 23 | 11 | 209.09% |
Q3 2020 | 3 | 1 | 300.00% |
Q2 2020 | 7 | - | - |
Q1 2020 | 38 | 24 | 158.33% |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q1 2025 | - | - | - |
Q3 2024 | - | 2 | - |
Q2 2024 | - | 4 | - |
Q1 2024 | - | 6 | - |
Q4 2023 | - | 9 | - |
Q3 2023 | - | 7 | - |
Q2 2023 | 1 | 6 | 16.67% |
Q1 2023 | - | 4 | - |
Q4 2022 | - | 2 | - |
Q3 2022 | - | 4 | - |
Q2 2022 | - | 2 | - |
Q1 2022 | 1 | - | - |
Q4 2021 | - | 3 | - |
Q3 2021 | - | 3 | - |
Q2 2021 | - | - | - |
Q1 2021 | - | - | - |
Q4 2020 | - | 3 | - |
Q3 2020 | - | 1 | - |
Q2 2020 | - | - | - |
Q1 2020 | 1 | 3 | 33.33% |
McDonald's Peer Ownership
Ticker | Company |
---|---|
WING | Wingstop Inc. |
WEN | The Wendy's Company |
JACK | Jack in the Box Inc. |
DPZ | Domino's Pizza, Inc. |
YUMC | Yum China Holdings, Inc. |
SBUX | Starbucks Corporation |
QSR | Restaurant Brands International Inc. |
YUM | Yum! Brands, Inc. |
PZZA | Papa John's International, Inc. |
BROS | Dutch Bros Inc. |
CMG | Chipotle Mexican Grill, Inc. |
DRI | Darden Restaurants, Inc. |
SHAK | Shake Shack Inc. |
MCD Ownership FAQ
Who Owns McDonald's?
McDonald's is owned by institutional shareholders (69.73%), insiders (0.18%), and public (30.09%). The largest institutional shareholder of McDonald's is VANGUARD GROUP INC (9.63% of total shares) and the top mutual fund owner is Atlas U.S. Tactical Income Fund (6.03% of total shares).
Who are the major institutional shareholders of McDonald's?
McDonald's's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., STATE STREET CORP, JPMORGAN CHASE & CO, and GEODE CAPITAL MANAGEMENT, LLC. The top five shareholders own together 26.10% of the company's share outstanding.
How many McDonald's shareholders are there?
As of Jun 2024, there are 2,986 institutional shareholders of McDonald's.
What percentage of McDonald's is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 69.51M shares of McDonald's, representing 9.63% of the company's total shares outstanding, valued at $17.71B (as of Jun 2024).
What percentage of McDonald's is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 50.18M shares of McDonald's (MCD), compromising 6.95% of the company, valued at $12.79B.
What percentage of McDonald's is owned by STATE STREET CORP?
STATE STREET CORP is the third largest holder of McDonald's. The company owns 34.61M of the company's shares outstanding (worth $8.82T).