undamentalytics Newsletter

McKesson: which funds bought and sold

Institutions that bought and sold McKesson shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 839 institutions that filed 13F reports for both quarters added to or opened positions in McKesson, and 972 cut or closed them. Together they sold a net 2.8M shares, −2.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.5M shares (−6.3%); index fund managers were net sellers of 834K shares (−2.4%). 135 opened a new position and 178 sold out entirely.

Bought, Q2 2026 839 institutions, 135 of them new holders Sold, Q2 2026 972 institutions, 178 of them sold out
Net change, all compared −2.8M shares (−2.7%)
Net change, active managers −1.5M shares (−6.3%), 56 bought, 48 sold

Buyers versus sellers

institutions compared, 2,139
Active managers and hedge funds 56 bought · 48 sold · −1.5M
Index fund managers 3 bought · 9 sold · −834K
Other institutions 780 bought · 915 sold · −478K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Morgan Stanley +3.0M +130.7% 5.3M $4B
Jane Street Group, LLC +666K +825.4% 747K $564M
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main +492K +47.0% 1.5M $1.2B
D. E. Shaw & Co., Inc. Hedge fund +430K +807.0% 484K $366M
Citadel Advisors LLC Hedge fund +385K +512.2% 460K $348M
Mitsubishi Ufj Asset Management Co., Ltd. +378K +135.6% 656K $496M
Carmignac Gestion Active manager +309K +97.3% 627K $474M
Renaissance Technologies LLC Hedge fund +244K +208.0% 361K $273M
Arrowstreet Capital, Limited Partnership Hedge fund +240K +18.3% 1.6M $1.2B
Qube Research & Technologies Ltd Hedge fund +220K +72.8% 522K $394M
Squarepoint Ops LLC Hedge fund +127K +201.1% 190K $144M
Tudor Investment Corp Et Al Hedge fund +117K +678.1% 134K $101M
BNP Paribas Financial Markets +106K +56.7% 293K $221M
HRT Financial LP +101K +240.1% 144K $108M
Kensico Capital Management Corp Hedge fund +100K New position 100K $75.3M
BNP Paribas Asset Management Holding S.A. +100K +81.9% 221K $167M
Mawer Investment Management Ltd. Active manager +95K +110.6% 180K $136M
Australiansuper Pty Ltd +87K +313.9% 115K $86.8M
Corient Private Wealth LP +85K +207.3% 126K $95.3M
Worldquant Millennium Advisors LLC Hedge fund +84K +55.6% 236K $178M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Jpmorgan Chase & Co −1.5M −46.5% 1.7M $1.3B
FMR LLC Active manager −1.5M −40.9% 2.1M $1.6B
Blackrock, Inc. Index funds −623K −5.5% 10.8M $8.2B
Alliancebernstein L.P. Active manager −554K −24.7% 1.7M $1.5B
Invesco Ltd. −510K −34.2% 981K $741M
Acadian Asset Management LLC Active manager −473K −65.6% 248K $188M
Massachusetts Financial Services Co Active manager −454K −15.6% 2.4M $1.9B
Ameriprise Financial Inc −407K −70.7% 169K $127M
Voya Investment Management LLC −368K −87.6% 52K $39.4M
Lone Pine Capital LLC Hedge fund −334K −85.3% 58K $43.7M
Barclays PLC −326K −45.7% 387K $293M
TD Asset Management Inc −285K −40.1% 425K $321M
Mackenzie Financial Corp −246K −81.6% 56K $42.1M
Farallon Capital Management, L.L.C. Hedge fund −234K Sold out 0 —
Bessemer Group Inc −233K −96.4% 8,718 $6.6M
Robeco Institutional Asset Management B.V. −223K −48.8% 235K $177M
Bank Of America Corp −217K −14.1% 1.3M $999M
Swedbank AB −212K −21.1% 794K $600M
Amundi −166K −26.6% 458K $346M
Price T Rowe Associates Inc Active manager −165K −20.7% 630K $476M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Kensico Capital Management CorpHedge fund 100K $75.3M
Natixis 78K $58.8M
Point72 Asset Management, L.P.Hedge fund 72K $54.4M
Overbrook Management Corp 42K $32M
State Of Michigan Retirement System 31K $23.3M
Quadrature Capital LtdHedge fund 28K $20.9M
Aquatic Capital Management LLC 26K $19.6M
PDT Partners, LLCHedge fund 22K $16.7M
Jag Capital Management, LLC 21K $16.1M
Fulcrum Asset Management LLP 21K $15.5M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Farallon Capital Management, L.L.C.Hedge fund 234K $203M
Marshall Wace, LLPHedge fund 74K $64.5M
Munro PartnersActive manager 69K $59.5M
Cookson Peirce & Co Inc 23K $19.9M
Vest Financial, LLC 18K $15.2M
Zurich Insurance Group Ltd 14K $12.5M
Parkman Healthcare Partners LLC 13K $11M
Aware Super Pty Ltd As Trustee Of Aware Super 12K $10M
Twin Tree Management, LPHedge fund 7,028 $6.1M
Left Brain Wealth Management, LLC 6,994 $6.1M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
1,998
Ten largest holders
42.3%
of 13F-reported shares
Index fund managers
31.8%
of 13F-reported shares
Active managers and hedge funds
21.4%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 56 48 12 7 −1.5M −6.3%
Index fund managers 3 9 0 0 −834K −2.4%
Other institutions 780 915 123 171 −478K −1.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

← Back to McKesson · Insiders · Politicians