Public record / Tickers / MCK

MCK — MCKESSON CORP

Both disclosure regimes on one name: who in Congress filed about MCK, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
91
all PTR rows naming MCK
Members · 12m
8
9 buys · 5 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Markwayne Mullin · $15.0K–$50.0K

Purchase · traded 2026-02-04 → filed 2026-03-02. Ranked over every MCK row by the provable lower bound, never a point estimate.

8 members · 9 buys / 5 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

14 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

31 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 31 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING MCK · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning MCK
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-07-15Jonathan L. Jackson D–IL-1Sale · SP (spouse-owned)Traded 06-15 +30d$1K–$15K
2026-07-12Rick Larsen D–WA-2PurchaseTraded 07-08 +4d$1K–$15K
2026-07-08Ritchie Torres D–NY-15PurchaseTraded 2025-01-07 LATE·547d$1K–$15K
2026-05-01Lizzie Fletcher D–TX-7Sale · partial (partial sale)Traded 04-08 +23d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 91 ↗

Members active in MCK

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing MCK in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Jared Moskowitz D–FL-233$3.0K to $45.0K3
Markwayne Mullin R–OK3$45.0K to $150K
Gilbert Ray Cisneros, Jr. D–CA-312−$14.0K to $14.0K2
Jonathan L. Jackson D–IL-12−$30.0K to −$2.0K2
Alan Armstrong R–OK1$1.0K to $15.0K2
Lizzie Fletcher D–TX-71−$15.0K to −$1.0K1
Rick Larsen D–WA-21$1.0K to $15.0K1
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

8 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · MCK

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
3 Alan Armstrong R–OK, Rick Larsen D–WA-2, Ritchie Torres D–NY-15 $3K–$45K
Sellers
1 Jonathan L. Jackson D–IL-1 $1K–$15K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

new + add vs trim + exit, by shares · $ = reported value now, not the change · MCKESSON CORP

Merged timeline of congressional filings and notable-manager moves on MCK
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-07-15Jonathan L. Jackson CongressSale$1K–$15K
2026-07-12Rick Larsen CongressPurchase$1K–$15K
2026-07-08Ritchie Torres CongressPurchase$1K–$15K
2026-05-15Lone Pine Capital 13Fnew+392,224 sh
2026-05-15Gotham Asset Management 13Fadd+9,156 sh
2026-05-15Tudor Investment Corp 13Fnew+17,250 sh
2026-05-15Bridgewater Associates 13Ftrim−32 sh
2026-05-15Glenview Capital 13Fexit−42,994 sh
2026-05-14Caxton Associates 13Ftrim−346 sh

10 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of MCK for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$9.9B1
2VANGUARD CAPITAL MANAGEMENT LLC$6.9B1
3STATE STREET CORP$5.0B1
4FMR LLC$3.1B1
5FRANKLIN RESOURCES INC$2.7B1
6MASSACHUSETTS FINANCIAL SERVICES CO /MA/$2.5B1
7GEODE CAPITAL MANAGEMENT, LLC$2.5B1
8VANGUARD PORTFOLIO MANAGEMENT LLC$2.5B1
9MORGAN STANLEY$2.0B1
10ALLIANCEBERNSTEIN L.P.$1.8B1
11BANK OF AMERICA CORP /DE/$1.3B1
12Invesco Ltd.$1.3B1
13NORTHERN TRUST CORP$1.3B1
14ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$1.1B1
15ROYAL BANK OF CANADA$1.1B1
16Boston Partners$1.0B1
17DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$906M1
18Swedbank AB$870M1
19NORDEA INVESTMENT MANAGEMENT AB$842M1
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$818M1
21WCM INVESTMENT MANAGEMENT, LLC$802M1
22Legal & General Group Plc$793M1
23AQR CAPITAL MANAGEMENT LLC$784M1
24UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$773M1
25Bank of New York Mellon Corp$714M1
26MANUFACTURERS LIFE INSURANCE COMPANY, THE$703M1
27BARCLAYS PLC$617M1
28TD ASSET MANAGEMENT INC$615M1
29VANGUARD FIDUCIARY TRUST CO$611M1
30Janus Henderson Group Ltd.$544M1
31Amundi$540M1
32Nuveen, LLC$530M1
33UBS Group AG$527M1
34AMERIPRISE FINANCIAL INC$498M1
35WELLS FARGO & COMPANY/MN$398M1
36DEUTSCHE BANK AG\$397M1
37Robeco Institutional Asset Management B.V.$397M1
38BANK OF MONTREAL /CAN/$370M1
39ENVESTNET ASSET MANAGEMENT INC$368M1
40VOYA INVESTMENT MANAGEMENT LLC$363M1
41National Pension Service$343M1
42LONE PINE CAPITAL LLC$339M1
43Winslow Capital Management, LLC$328M1
44Swiss National Bank$313M1
45DIMENSIONAL FUND ADVISORS LP$308M1
46SurgoCap Partners LP$302M1
47RAYMOND JAMES FINANCIAL INC$287M1
48CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$280M1
49Carmignac Gestion$275M1
50Capital International Investors$268M1
51MACKENZIE FINANCIAL CORP$261M1
52Qube Research & Technologies Ltd$261M1
53SEI INVESTMENTS CO$245M1
54Sumitomo Mitsui Trust Group, Inc.$243M1
55Mitsubishi UFJ Asset Management Co., Ltd.$241M1
56PRINCIPAL FINANCIAL GROUP INC$236M1
57Vanguard Global Advisers, LLC$236M1
58HSBC HOLDINGS PLC$234M1
59JACOBS LEVY EQUITY MANAGEMENT, INC$229M1
60LPL Financial LLC$213M1
61RHUMBLINE ADVISERS$210M1
62Candriam S.C.A.$207M1
63FARALLON CAPITAL MANAGEMENT, L.L.C.$203M1
64Clearbridge Investments, LLC$200M1
65FIL Ltd$197M1
66Allspring Global Investments Holdings, LLC$193M1
67SCHARF INVESTMENTS, LLC$192M1
68VANGUARD ASSET MANAGEMENT, Ltd$187M1
69HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$186M1
70SANDS CAPITAL MANAGEMENT, LLC$174M1
71Man Group plc$167M1
72VICTORY CAPITAL MANAGEMENT INC$166M1
73PANAGORA ASSET MANAGEMENT INC$157M1
74SCHRODER INVESTMENT MANAGEMENT GROUP$155M1
75PUBLIC SECTOR PENSION INVESTMENT BOARD$152M1
76NEW YORK STATE COMMON RETIREMENT FUND$152M1
77BRANDES INVESTMENT PARTNERS, LP$149M1
78CANADA PENSION PLAN INVESTMENT BOARD$136M1
79Allianz Asset Management GmbH$134M1
80DANSKE BANK A/S$133M1
81WORLDQUANT MILLENNIUM ADVISORS LLC$131M1
82SEB Asset Management AB$130M1
83FIRST TRUST ADVISORS LP$130M1
84PRUDENTIAL FINANCIAL INC$127M1
85Mariner, LLC$126M1
86NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$125M1
87CITIGROUP INC$122M1
88Alecta Tjanstepension Omsesidigt$121M1
89COMMERCE BANK$121M1
90STOREBRAND ASSET MANAGEMENT AS$117M1
91MACQUARIE GROUP LTD$116M1
92James Hambro & Partners LLP$113M1
93Zurcher Kantonalbank (Zurich Cantonalbank)$112M1
94TD Waterhouse Canada Inc.$111M1
95AVIVA PLC$108M1
96ATALANTA SOSNOFF CAPITAL, LLC$108M1
97NOMURA ASSET MANAGEMENT CO LTD$107M1
98BNP Paribas Asset Management Holding S.A.$105M1
99RENAISSANCE TECHNOLOGIES LLC$101M1
100Pictet Asset Management Holding SA$101M1
101Aberdeen Group plc$99.2M1
102Haverford Trust Co$97.3M1
103TEACHER RETIREMENT SYSTEM OF TEXAS$96.9M1
104AMERICAN CENTURY COMPANIES INC$96.1M1
105ROYAL LONDON ASSET MANAGEMENT LTD$96.1M1
106STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$95.1M1
107Railway Pension Investments Ltd$94.9M1
108WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$93.6M1
109Universal- Beteiligungs- und Servicegesellschaft mbH$93.6M1
110Assenagon Asset Management S.A.$93.0M1
111MEYER HANDELMAN CO$88.7M1
112SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$88.3M1
113APG Asset Management N.V.$88.0M1
114ANCHOR CAPITAL ADVISORS LLC$84.8M1
115Korea Investment CORP$82.4M1
116Bristol Gate Capital Partners Inc.$81.4M1
117Cornerstone Investment Partners, LLC$80.9M1
118JUPITER ASSET MANAGEMENT LTD$80.0M1
119Focus Partners Wealth$78.9M1
120HighTower Advisors, LLC$75.2M1
121Tidal Investments LLC$75.2M1
122Mawer Investment Management Ltd.$74.1M1
123Mitsubishi UFJ Trust & Banking Corp$74.1M1
124JANE STREET GROUP, LLC$69.9M1
125CIBC Asset Management Inc$69.4M1
126BLAIR WILLIAM & CO/IL$69.3M1
127US BANCORP \DE\$69.0M1
128Creative Planning$68.4M1
129FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$66.8M1
130STATE OF WISCONSIN INVESTMENT BOARD$66.8M1
131KLP KAPITALFORVALTNING AS$65.8M1
132CITADEL ADVISORS LLC$65.1M1
133Ensign Peak Advisors, Inc$64.9M1
134TRUIST FINANCIAL CORP$64.6M1
135ING GROEP NV$64.6M1
136PFA Pension, Forsikringsaktieselskab$63.9M1
137Danica Pension, Livsforsikringsaktieselskab$63.5M1
138BECKER CAPITAL MANAGEMENT INC$63.4M1
139ADAGE CAPITAL PARTNERS GP, L.L.C.$62.2M1
140Quantinno Capital Management LP$61.9M1
141STIFEL FINANCIAL CORP$61.4M1
142Federation des caisses Desjardins du Quebec$61.1M1
143Munro Partners$59.5M1
144Cetera Investment Advisers$59.2M1
145Main Street Research LLC$58.6M1
146Cerity Partners LLC$58.6M1
147Bridgewater Associates, LP$58.3M1
148Squarepoint Ops LLC$54.7M1
149Clark Capital Management Group, Inc.$54.4M1
150Smith Group Asset Management, LLC$54.2M1
151Empowered Funds, LLC$53.7M1
152Vanguard Investments Australia, Ltd.$53.2M1
153Lido Advisors, LLC$52.9M1
154PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$52.7M1
155Chevy Chase Trust Holdings, LLC$52.7M1
156EFG International AG$52.1M1
157LAZARD ASSET MANAGEMENT LLC$51.5M1
158O'SHAUGHNESSY ASSET MANAGEMENT, LLC$51.3M1
159MILLENNIUM MANAGEMENT LLC$49.7M1
160CI INVESTMENTS INC.$48.8M1
161Asset Management One Co., Ltd.$48.6M1
162TODD ASSET MANAGEMENT LLC$47.7M1
163SEGALL BRYANT & HAMILL, LLC$47.2M1
164Vontobel Holding Ltd.$46.4M1
165D. E. Shaw & Co., Inc.$46.2M1
166BALYASNY ASSET MANAGEMENT L.P.$45.8M1
167Gotham Asset Management, LLC$42.8M1
168Calamos Advisors LLC$42.3M1
169Suncoast Equity Management$42.1M1
170FIFTH THIRD BANCORP$42.0M1
171FLPUTNAM INVESTMENT MANAGEMENT CO$41.3M1
172Advisors Capital Management, LLC$41.2M1
173COMMONWEALTH EQUITY SERVICES, LLC$40.9M1
174Resona Asset Management Co.,Ltd.$40.6M1
175NISA INVESTMENT ADVISORS, LLC$39.4M1
176Epoch Investment Partners, Inc.$39.2M1
177ODDO BHF ASSET MANAGEMENT SAS$39.1M1
178Horiko Capital Management LLC$38.3M1
179TORONTO DOMINION BANK$38.2M1
180Tredje AP-fonden$38.1M1
181Fisher Funds Management LTD$38.0M1
182Heron Bay Capital Management$37.6M1
183State of New Jersey Common Pension Fund D$36.6M1
184NATIONAL BANK OF CANADA /FI/$36.2M1
185Zuckerman Investment Group, LLC$36.0M1
186DnB Asset Management AS$36.0M1
187BANK OF NOVA SCOTIA$35.9M1
188GREAT LAKES ADVISORS, LLC$35.8M1
189Lansforsakringar Fondforvaltning AB (publ)$35.7M1
190KING LUTHER CAPITAL MANAGEMENT CORP$35.7M1
191WELLINGTON MANAGEMENT GROUP LLP$35.2M1
192OSAIC HOLDINGS, INC.$34.9M1
193Corient Private Wealth LLC$34.8M1
194INTECH INVESTMENT MANAGEMENT LLC$34.5M1
195XPONANCE LLC$34.5M1
196BURNEY CO/$34.2M1
197MERCER GLOBAL ADVISORS INC /ADV$34.0M1
198Eurizon Capital SGR S.p.A.$33.9M1
199CIBC Bancorp USA Inc.$33.9M1
200Northwest & Ethical Investments L.P.$33.5M1
201Baird Financial Group, Inc.$33.0M1
202Union Bancaire Privee, UBP SA$32.9M1
203IEQ CAPITAL, LLC$32.6M1
204RENAISSANCE GROUP LLC$32.4M1
205WESTWOOD HOLDINGS GROUP INC$31.9M1
206CLIFFORD SWAN INVESTMENT COUNSEL LLC$31.7M1
207BRAUN STACEY ASSOCIATES INC$31.0M1
208ASSETMARK, INC$30.2M1
209Sanctuary Advisors, LLC$29.7M1
210Mirae Asset Global Investments Co., Ltd.$29.5M1
211Arizona State Retirement System$29.3M1
212MetLife Investment Management, LLC$29.2M1
213Czech National Bank$28.9M1
214UniSuper Management Pty Ltd$28.5M1
215OP Asset Management Ltd$28.4M1
216WEDGE CAPITAL MANAGEMENT L L P/NC$27.5M1
217&PARTNERS$27.3M1
218Badgley Phelps Wealth Managers, LLC$26.7M1
219MANNING & NAPIER ADVISORS LLC$26.3M1
220Private Wealth Partners, LLC$26.2M1
221Segment Wealth Management, LLC$26.2M1
222Livforsakringsbolaget Skandia, Omsesidigt$25.6M1
223MARTINGALE ASSET MANAGEMENT L P$25.5M1
224M&G Plc$25.4M1
225LIBERTY ONE INVESTMENT MANAGEMENT, LLC$25.4M1
226Stanley Capital Management, LLC$24.9M1
227COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$24.7M1
228Swiss Life Asset Management Ltd$24.6M1
229Daiwa Securities Group Inc.$24.4M1
230Trexquant Investment LP$24.2M1
231Wealthfront Advisers LLC$24.2M1
232AustralianSuper Pty Ltd$24.0M1
233Titan Investment Solutions Ltd$23.7M1
234FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$23.6M1
235BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$23.6M1
236BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$23.5M1
237MUHLENKAMP & CO INC$23.5M1
238CIBC WORLD MARKET INC.$23.2M1
239Crossmark Global Holdings, Inc.$23.0M1
240CWM, LLC$22.7M1
241Retirement Systems of Alabama$22.5M1
242Distillate Capital Partners LLC$22.1M1
243Investment Management Corp of Ontario$21.1M1
244Vanguard Personalized Indexing Management, LLC$20.8M1
245SUSQUEHANNA INTERNATIONAL GROUP, LLP$20.7M1
246Pathstone Holdings, LLC$20.7M1
247M&T BANK CORP$20.6M1
248IFM Investors Pty Ltd$20.6M1
249DE BURLO GROUP INC$20.4M1
250Rockefeller Capital Management L.P.$20.4M1
251Mediolanum International Funds Ltd$20.3M1
252Moran Wealth Management, LLC$20.3M1
253LYNWOOD PRICE CAPITAL MANAGEMENT LP$20.2M1
254MML INVESTORS SERVICES, LLC$20.1M1
255COOKSON PEIRCE & CO INC$19.9M1
256SCOTIA CAPITAL INC.$19.8M1
257Varma Mutual Pension Insurance Co$19.7M1
258USS Investment Management Ltd$19.4M1
259Bellevue Group AG$19.3M1
260Merit Financial Group, LLC$19.0M1
261Cornerstone Advisors, LLC$18.8M1
262Woodline Partners LP$18.8M1
263LMR Partners LLP$18.6M1
264CREDIT AGRICOLE S A$18.2M1
265Orion Porfolio Solutions, LLC$17.9M1
266Dana Investment Advisors, Inc.$17.9M1
267Townsend & Associates, Inc$17.7M1
268Elo Mutual Pension Insurance Co$17.6M1
269MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$17.6M1
270Utah Retirement Systems$17.4M1
271Vinva Investment Management Ltd$17.3M1
272ProShare Advisors LLC$17.3M1
273CULBERTSON A N & CO INC$17.2M1
274GHP Investment Advisors, Inc.$16.6M1
275YOUSIF CAPITAL MANAGEMENT, LLC$15.9M1
276Dai-ichi Life Insurance Company, Ltd$15.8M1
277EASTERN BANK$15.8M1
278NEW YORK LIFE INVESTMENT MANAGEMENT LLC$15.8M1
279Rakuten Investment Management, Inc.$15.7M1
280ASR Vermogensbeheer N.V.$15.6M1
281Engineers Gate Manager LP$15.5M1
282Applied Finance Capital Management, LLC$15.4M1
283NEOS Investment Management LLC$15.3M1
284Inlet Private Wealth, LLC$15.3M1
285EP Wealth Advisors, LLC$15.3M1
286Vest Financial, LLC$15.2M1
287Walter Public Investments Inc.$15.0M1
288Sumitomo Mitsui DS Asset Management Company, Ltd$15.0M1
289TUDOR INVESTMENT CORP ET AL$14.9M1
290BARLOW WEALTH PARTNERS, LLC$14.9M1
291Kinsale Capital Group, Inc.$14.8M1
292Polar Capital Holdings Plc$14.8M1
293Kestra Advisory Services, LLC$14.6M1
294Rhenman & Partners Asset Management AB$14.6M1
295Raub Brock Capital Management LP$14.6M1
296FEDERATED HERMES, INC.$14.5M1
297OSSIAM$14.4M1
298Y-Intercept (Hong Kong) Ltd$14.4M1
299FIRETRAIL INVESTMENTS PTY LTD$14.1M1
300LEUTHOLD GROUP, LLC$14.0M1
301Beacon Pointe Advisors, LLC$14.0M1
302OFI INVEST ASSET MANAGEMENT$13.9M1
303SCHWERIN BOYLE CAPITAL MANAGEMENT INC$13.8M1
304NISSAY ASSET MANAGEMENT CORP /JAPAN$13.8M1
305TOTH FINANCIAL ADVISORY CORP$13.7M1
306B. Metzler seel. Sohn & Co. AG$13.5M1
307Sterling Capital Management LLC$13.4M1
308Brookstone Capital Management$13.3M1
309CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$13.0M1
310ProVise Management Group, LLC$12.8M1
311NewEdge Advisors, LLC$12.7M1
312Zurich Insurance Group Ltd/FI$12.5M1
313MOTCO$12.5M1
314MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$12.4M1
315Andra AP-fonden$12.4M1
316PARK NATIONAL CORP /OH/$12.3M1
317Freestone Capital Holdings, LLC$12.2M1
318Atria Investments, Inc$12.2M1
319OREGON PUBLIC EMPLOYEES RETIREMENT FUND$12.2M1
320Evercore Wealth Management, LLC$12.1M1
321RITHOLTZ WEALTH MANAGEMENT$11.9M1
322Spire Wealth Management$11.8M1
323McKinley Carter Wealth Services, Inc.$11.8M1
324Avanza Fonder AB$11.5M1
325Peachtree Investment Partners, LLC$11.4M1
326Osmosis Investment Management UK Ltd$11.2M1
327ZACKS INVESTMENT MANAGEMENT$11.1M1
328GUGGENHEIM CAPITAL LLC$11.1M1
329Parkman Healthcare Partners LLC$11.0M1
330MUFG Securities EMEA plc$10.9M1
331PATTON ALBERTSON MILLER GROUP, LLC$10.8M1
332MARTIN & CO INC /TN/$10.6M1
333BALDWIN WEALTH PARTNERS LLC/MA$10.5M1
334Burton Enright Welch$10.4M1
335ALTA CAPITAL MANAGEMENT LLC/$10.4M1
336Artemis Investment Management LLP$10.3M1
337OAK ASSOCIATES LTD /OH/$10.2M1
338Trajan Wealth LLC$10.2M1
339Aware Super Pty Ltd as trustee of Aware Super$10.0M1
340United Asset Strategies, Inc.$9.8M1
341LEVEL FOUR ADVISORY SERVICES, LLC$9.8M1
342CAPITOLIS LIQUID GLOBAL MARKETS LLC$9.7M1
343Legacy Private Trust Co.$9.6M1
344Savant Capital, LLC$9.6M1
345Abacus FCF Advisors LLC$9.5M1
346Verdence Capital Advisors LLC$9.5M1
347INVESTMENT MANAGEMENT ASSOCIATES INC /ADV$9.5M1
348SEAVIEW INVESTMENT MANAGERS LLC$9.3M1
349VectorGlobal IAG, Inc.$9.2M1
350Illinois Municipal Retirement Fund$9.1M1
351Argyle Capital Management, LLC$9.1M1
352NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$9.0M1
353Aptus Capital Advisors, LLC$8.9M1
354Strategic Global Advisors, LLC$8.8M1
355Laird Norton Wetherby Trust Company, LLC$8.8M1
356Goelzer Investment Management, Inc.$8.7M1
357Private Advisor Group, LLC$8.7M1
358Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$8.6M1
359QRG CAPITAL MANAGEMENT, INC.$8.6M1
360Sequoia Financial Advisors, LLC$8.4M1
361OMERS ADMINISTRATION Corp$8.4M1
362WESTPAC BANKING CORP$8.3M1
363Settian Capital LP$8.3M1
364Haverford Financial Services, Inc.$8.3M1
365TRUST CO OF TOLEDO NA /OH/$8.3M1
366Hennion & Walsh Asset Management, Inc.$8.2M1
367RWA WEALTH PARTNERS, LLC$8.2M1
368Rafferty Asset Management, LLC$8.2M1
369MTM Investment Management, LLC$8.2M1
370Ballentine Partners, LLC$8.2M1
371Councilmark Asset Management, LLC$8.0M1
372BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8M1
373Act Two Investors LLC$7.7M1
374Resonant Capital Advisors, LLC$7.7M1
375Ashton Thomas Private Wealth, LLC$7.6M1
376CENTRAL TRUST Co$7.5M1
377HB Wealth Management, LLC$7.4M1
378AE Wealth Management LLC$7.2M1
379Soltis Investment Advisors LLC$7.1M1
380CHOREO, LLC$7.1M1
381MEEDER ASSET MANAGEMENT INC$7.0M1
382Rossmore Private Capital$7.0M1
3833Chopt Investment Partners, LLC$6.9M1
384Silvant Capital Management LLC$6.8M1
385CenterBook Partners LP$6.8M1
386DAVENPORT & Co LLC$6.7M1
387Forvis Mazars Wealth Advisors, LLC$6.7M1
388World Investment Advisors$6.7M1
389ABN AMRO INVESTMENT SOLUTIONS$6.6M1
390Kenora Financial, LLC$6.6M1
391Caprock Group, LLC$6.5M1
392PEDDOCK CAPITAL ADVISORS, LLC$6.5M1
393Modera Wealth Management, LLC$6.5M1
394OLD NATIONAL BANCORP /IN/$6.4M1
395MIZUHO SECURITIES USA LLC$6.4M1
396Apollon Wealth Management, LLC$6.4M1
397Norinchukin Bank, The$6.4M1
398Roundview Capital LLC$6.3M1
399Jefferies Financial Group Inc.$6.3M1
400Twin Tree Management, LP$6.1M1
401Left Brain Wealth Management, LLC$6.1M1
402HARTFORD INVESTMENT MANAGEMENT CO$6.0M1
403Steward Partners Investment Advisory, LLC$6.0M1
404CHICAGO TRUST Co NA$6.0M1
405Prospera Financial Services Inc$6.0M1
406WESTFIELD CAPITAL MANAGEMENT CO LP$6.0M1
407NLB Skladi, upravljanje premozenja, d.o.o.$6.0M1
408Ascent Group, LLC$5.9M1
409Strategic Financial Services, Inc.$5.9M1
410Greystone Financial Group, LLC$5.8M1
411Advisors Asset Management, Inc.$5.8M1
412Ethic Inc.$5.7M1
413Banque Cantonale Vaudoise$5.7M1
414Knollwood Investment Advisory, LLC$5.7M1
415Vident Advisory, LLC$5.7M1
416Davidson Capital Management Inc.$5.6M1
417Procyon Advisors, LLC$5.6M1
418Walleye Trading LLC$5.6M1
419Callan Family Office, LLC$5.6M1
420Allworth Financial LP$5.5M1
421Meridian Wealth Advisors, LLC$5.5M1
422ASHTON THOMAS SECURITIES, LLC$5.5M1
423GC Wealth Management RIA, LLC$5.5M1
424Connor, Clark & Lunn Investment Management Ltd.$5.5M1
425BECK CAPITAL MANAGEMENT, LLC$5.5M1
426MARIETTA INVESTMENT PARTNERS LLC$5.5M1
427BROWN ADVISORY INC$5.4M1
428TWO SIGMA INVESTMENTS, LP$5.4M1
429Maryland State Retirement & Pension System$5.3M1
430FULTON BANK, N.A.$5.3M1
431Stanley-Laman Group, Ltd.$5.3M1
432Triasima Portfolio Management inc.$5.3M1
433PRINCIPAL SECURITIES, INC.$5.2M1
434Cetera Trust Company, N.A$5.2M1
435Ironwood Investment Counsel, LLC$5.2M1
436Blue Trust, Inc.$5.1M1
437Kingsview Wealth Management, LLC$5.1M1
438Greater Midwest Financial Group, LLC$5.1M1
439Envestnet Portfolio Solutions, Inc.$5.0M1
440Diversified Trust Co$5.0M1
441Mesirow Financial Investment Management, Inc.$5.0M1
442Bey-Douglas LLC$5.0M1
443Clear Harbor Asset Management, LLC$5.0M1
444Financial Advisors Network, Inc.$5.0M1
445Insight Wealth Strategies, LLC$5.0M1
446E. Ohman J:or Asset Management AB$4.9M1
447FIRST MANHATTAN CO. LLC.$4.9M1
448Global X Japan Co., Ltd.$4.9M1
449Monument Capital Management$4.9M1
450Summit Financial, LLC$4.9M1
451AGF MANAGEMENT LTD$4.8M1
452TRUSTMARK BANK TRUST DEPARTMENT$4.8M1
453Calamos Wealth Management LLC$4.8M1
454Aft, Forsyth & Sober, LLC$4.8M1
455Arjuna Capital$4.7M1
456Patriot Financial Group Insurance Agency, LLC$4.7M1
457Indivisible Partners$4.7M1
458Oxbow Advisors, LLC$4.7M1
459Hudson Portfolio Management LLC$4.7M1
460BEESE FULMER INVESTMENT MANAGEMENT, INC.$4.6M1
461BEACON FINANCIAL GROUP$4.6M1
462SIGNATUREFD, LLC$4.6M1
463Capital International, Inc./CA/$4.6M1
464Generali Asset Management SPA SGR$4.6M1
465J.W. COLE ADVISORS, INC.$4.5M1
466FOURPATH CAPITAL MANAGEMENT, LLC$4.5M1
467William B. Walkup & Associates, Inc.$4.5M1
468MGO ONE SEVEN LLC$4.5M1
469Te Ahumairangi Investment Management Ltd$4.5M1
470Vise Technologies, Inc.$4.5M1
471Chesley Taft & Associates LLC$4.5M1
472Gladstone Institutional Advisory LLC$4.5M1
473Fairfield Financial Advisors, LTD$4.5M1
474Atlantic Edge Private Wealth Management, LLC$4.5M1
475Phoenix Financial Ltd.$4.5M1
476Cove Private Wealth, LLC$4.5M1
477Costello Asset Management, INC$4.5M1
478OPPENHEIMER & CO INC$4.4M1
479D.A. DAVIDSON & CO.$4.4M1
480MAI Capital Management$4.3M1
481Edgestream Partners, L.P.$4.3M1
482AG2R LA MONDIALE GESTION D'ACTIFS$4.3M1
483Genus Capital Management Inc.$4.3M1
484Waverly Advisors, LLC$4.3M1
485Lombard Odier Asset Management (Switzerland) SA$4.2M1
486PETREDIS INVESTMENT ADVISORS LLC$4.2M1
487PRUDENTIAL PLC$4.2M1
488WD RUTHERFORD LLC$4.1M1
489EAGLE ROCK INVESTMENT COMPANY, LLC$4.1M1
490NICOLET BANKSHARES INC$4.1M1
491LEGACY FINANCIAL INDEPENDENT ADVISORS LLC$4.1M1
492THOMPSON INVESTMENT MANAGEMENT, INC.$4.1M1
493MONTAG A & ASSOCIATES INC$4.1M1
494HUNTINGTON NATIONAL BANK$4.1M1
495QUADRANT CAPITAL GROUP LLC$4.1M1
496Snowden Capital Advisors LLC$4.1M1
497Summit Trail Advisors, LLC$4.1M1
498Siemens Fonds Invest GmbH$4.1M1
499Dynasty Wealth Management, LLC$4.0M1
500XTX Topco Ltd$4.0M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)9 buy / 5 sell
Congress net ($ bound)−$24.0K to $235K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on MCK

RETAINED WINDOW · ACTIVE HITS
Signal hits naming MCK
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against3 hits

Every rule, with its definition →

Planned modules for MCK · financials and macro

Financials — as filed PLANNED

MCK's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: MCK on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing