Vault-13

CENCORA INC

COM · CUSIP 00307E108

2 institutional holders +1 vs Q1 2026
50,16950.2k shares reported held*
$14.2mreported value*
2 new 0 added 0 reduced 1 sold out net sold ≈ $80.8m (-285.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $282.98.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

012Q1 23: 1Q2 23: 2Q3 23: 1Q4 23: 0Q1 24: 0Q2 24: 1Q3 24: 1Q4 24: 1Q1 25: 1Q2 25: 1Q3 25: 0Q4 25: 1Q1 26: 1Q2 26: 22Q1 23Q4 23Q3 24Q2 25Q2 26
Numbers
QuarterHolders
Q1 20231
Q2 20232
Q3 20231
Q4 20230
Q1 20240
Q2 20241
Q3 20241
Q4 20241
Q1 20251
Q2 20251
Q3 20250
Q4 20251
Q1 20261
Q2 20262

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
202Q3 24: 1 bought or addedQ3 24: 0 cut or sold outQ4 24: 1 bought or addedQ4 24: 0 cut or sold outQ4 24Q1 25: 1 bought or addedQ1 25: 0 cut or sold outQ2 25: 1 bought or addedQ2 25: 0 cut or sold outQ2 25Q3 25: 0 bought or addedQ3 25: 1 cut or sold outQ4 25: 1 bought or addedQ4 25: 0 cut or sold outQ4 25Q1 26: 1 bought or addedQ1 26: 1 cut or sold outQ2 26: 2 bought or addedQ2 26: 1 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202410
Q4 202410
Q1 202510
Q2 202510
Q3 202501
Q4 202510
Q1 202611
Q2 202621

Biggest buyers

Varma Mutual Pension Insurance Co New +47,625+47.6k
Allworth Financial LP New +2,544+2.5k

Biggest sellers

SCHRODER INVESTMENT MANAGEMENT GROUP Sold out -335,750-335.8k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Varma Mutual Pension Insurance Co 0.07% of their portfolio Varma, H9 47,62547.6k $13.5m $13.5m 0.07% New
2 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 2,5442.5k $719.9k $719.9k 0.00% New