MCKESSON CORP MCK
COM · Common Stock · CUSIP 58155Q103 · ISIN US58155Q1031
U.S. healthcare supplies
- SectorHealth care
- IndustryWholesale-Drugs, Proprietaries & Druggists' Sundries
- HeadquartersIrving, TX
- Founded1833
- Websitemckesson.com
- FilingsSEC EDGAR
* 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 ($412.5m this quarter). Holder counts are more reliable. Shares outstanding: 129.7m as of 2024-06-30, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $583.53. Options: 34 managers hold calls ($681.4m notional), 35 hold puts ($645.7m).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 1,198 |
| Q4 2022 | 1,290 |
| Q1 2023 | 1,268 |
| Q2 2023 | 1,327 |
| Q3 2023 | 1,353 |
| Q4 2023 | 1,486 |
| Q1 2024 | 1,567 |
| Q2 2024 | 1,636 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 484 | 590 |
| Q1 2023 | 457 | 674 |
| Q2 2023 | 573 | 580 |
| Q3 2023 | 555 | 604 |
| Q4 2023 | 632 | 620 |
| Q1 2024 | 704 | 656 |
| Q2 2024 | 786 | 628 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $469.1m | $467.9m | 1.00 |
| Q4 2023 | $598.4m | $609.1m | 1.02 |
| Q1 2024 | $471.8m | $548.3m | 1.16 |
| Q2 2024 | $681.4m | $645.7m | 0.95 |
Biggest buyers
| T. Rowe Price Investment Management, Inc. | Added | +394.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +337.9k |
| JPMORGAN CHASE & CO | Added | +265.6k |
| FMR LLC | Added | +235.9k |
| JANUS HENDERSON GROUP PLC | Added | +234.0k |
| TWO SIGMA ADVISERS, LP | Added | +146.9k |
| TWO SIGMA INVESTMENTS, LP | Added | +129.7k |
| KBC Group NV | Added | +129.5k |
| AMERICAN CENTURY COMPANIES INC | Added | +126.6k |
| Caisse de depot et placement du Quebec | Added | +125.1k |
Biggest sellers
| MORGAN STANLEY | Reduced | -4.7m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -549.2k |
| VIKING GLOBAL INVESTORS LP | Reduced | -448.4k |
| STATE STREET CORP | Reduced | -294.2k |
| BANK OF MONTREAL /CAN/ | Reduced | -185.2k |
| CITADEL ADVISORS LLC | Reduced | -173.5k |
| Assenagon Asset Management S.A. | Reduced | -169.7k |
| Point72 Asset Management, L.P. | Sold out | -163.7k |
| Balyasny Asset Management L.P. | Reduced | -157.9k |
| LSV ASSET MANAGEMENT | Reduced | -155.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $159.9m273.7k shares |
| CITADEL ADVISORS LLC | Added | $79.2m135.6k shares |
| Delta Accumulation, LLC | Added | $77.1m132.0k shares |
| JANE STREET GROUP, LLC | Added | $59.4m101.7k shares |
| SIMPLEX TRADING, LLC | Added | $43.4m74.3k shares |
| IMC-Chicago, LLC | Added | $41.5m71.0k shares |
| WOLVERINE TRADING, LLC | Added | $31.7m54.2k shares |
| ROYAL BANK OF CANADA | New | $27.7m47.5k shares |
| GOLDMAN SACHS GROUP INC | Unchanged | $19.3m33.1k shares |
| GROUP ONE TRADING LLC | Added | $15.9m27.3k shares |
Biggest puts
| Delta Accumulation, LLC | Added | $111.9m191.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $94.1m161.2k shares |
| CITADEL ADVISORS LLC | Reduced | $90.2m154.5k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $78.7m134.7k shares |
| IMC-Chicago, LLC | Added | $58.1m99.4k shares |
| GOLDMAN SACHS GROUP INC | Added | $30.5m52.3k shares |
| JANE STREET GROUP, LLC | Reduced | $27.1m46.4k shares |
| Walleye Trading LLC | Added | $22.5m38.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $11.9m20.3k shares |
| WOLVERINE TRADING, LLC | Reduced | $11.7m20.1k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 7.5% |
| BlackRock, Inc. 13G · institution filed 2025-04-17 | 7.3% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q2 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2022 | 0 | — | 2 | $3.1m | — |
| Q4 2022 | 0 | — | 2 | $7.0m | — |
| Q1 2023 | 0 | — | 2 | $2.9m | — |
| Q2 2023 | 0 | — | 5 | $33.6m | $33.6m |
| Q3 2023 | 0 | — | 1 | $17.1m | $17.1m |
| Q4 2023 | 0 | — | 2 | $33.9m | $33.6m |
| Q1 2024 | 0 | — | 3 | $8.7m | $8.6m |
| Q2 2024 | 0 | — | 6 | $16.1m | $15.2m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-06-11 | Smith LeAnn B EVP & Chief HR Officer | Sold | $351.3k600 shares |
| 2024-06-07 | Martinez Maria Director | Sold | $283.0k483 shares |
| 2024-06-05 | TYLER BRIAN S. Chief Executive Officer, director | Sold plan | $2.2m3.8k shares |
| 2024-05-31 | Rodgers Thomas L EVP, Chief Strategy & BDO | Sold plan | $2.9m5.2k shares |
| 2024-05-29 | Vitalone Britt J. EVP & CFO | Sold plan | $1.3m2.4k shares |
| 2024-05-29 | Smith LeAnn B EVP & Chief HR Officer | Sold plan | $111.1k202 shares |
| 2024-05-29 | Rodgers Thomas L EVP, Chief Strategy & BDO | Sold plan | $73.2k133 shares |
| 2024-05-28 | Vitalone Britt J. EVP & CFO | Sold plan | $498.3k894 shares |
| 2024-05-28 | Rodgers Thomas L EVP, Chief Strategy & BDO | Sold plan | $439.8k789 shares |
| 2024-05-28 | Smith LeAnn B EVP & Chief HR Officer | Sold plan | $114.8k206 shares |
| 2024-05-23 | Vitalone Britt J. EVP & CFO | Sold plan | $7.1m12.8k shares |
| 2024-05-23 | Smith LeAnn B EVP & Chief HR Officer | Sold plan | $392.9k704 shares |
| 2024-05-13 | SALKA SUSAN R Director | Sold | $5441 shares |
| 2024-05-10 | SALKA SUSAN R Director | Sold | $338.2k606 shares |
| 2024-05-10 | SALKA SUSAN R Director · By Trust | Sold | $2.2k4 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.13% of their portfolio | 12.0m $7.0bn | Reduced -62.0k |
| BlackRock Inc. 0.15% of their portfolio | 11.5m $6.7bn | Added +48.2k |
| JPMORGAN CHASE & CO 0.23% of their portfolio | 9.0m $5.3bn | Added +265.6k |
| STATE STREET CORP 0.15% of their portfolio | 5.9m $3.5bn | Reduced -294.2k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.86% of their portfolio | 4.8m $2.8bn | Reduced -107.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.13% of their portfolio | 2.6m $1.5bn | Added +33.3k |
| MORGAN STANLEY 0.12% of their portfolio | 2.6m $1.5bn | Reduced -4.7m |
| FMR LLC 0.09% of their portfolio | 2.5m $1.5bn | Added +235.9k |
| FRANKLIN RESOURCES INC 0.45% of their portfolio | 2.5m $1.5bn | Added +77.9k |
| NORGES BANK 0.20% of their portfolio | 2.3m $1.3bn | Added +19.8k |
| BANK OF AMERICA CORP /DE/ 0.09% of their portfolio | 1.7m $984.7m | Added +68.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.12% of their portfolio | 1.7m $983.6m | Reduced -91.7k |
| NORTHERN TRUST CORP 0.14% of their portfolio | 1.5m $857.1m | Reduced -4.1k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.64% of their portfolio | 1.2m $721.9m | Added +106.3k |
| Swedbank AB 0.93% of their portfolio | 1.2m $698.4m | Reduced -50.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.20% of their portfolio | 1.2m $680.9m | Added +337.9k |
| Boston Partners 0.82% of their portfolio | 1.1m $659.8m | Reduced -53.7k |
| WCM INVESTMENT MANAGEMENT, LLC 1.56% of their portfolio | 1.1m $658.2m | Reduced -8.5k |
| Invesco Ltd. 0.13% of their portfolio | 1.1m $631.4m | Reduced -81.4k |
| Legal & General Group Plc 0.17% of their portfolio | 1.0m $603.1m | Reduced -20.7k |
| Bank of New York Mellon Corp 0.11% of their portfolio | 1.0m $588.7m | Reduced -49.8k |
| AQR CAPITAL MANAGEMENT LLC 0.77% of their portfolio | 857.6k $500.9m | Added +62.9k |
| ACADIAN ASSET MANAGEMENT LLC 1.52% of their portfolio | 845.6k $493.8m | Reduced -411 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.09% of their portfolio | 834.5k $487.4m | Added +13.1k |
| GOLDMAN SACHS GROUP INC 0.09% of their portfolio | 811.4k $473.9m | Added +58.0k |
| ROYAL BANK OF CANADA 0.11% of their portfolio | 781.9k $456.7m | Added +82.9k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.42% of their portfolio | 763.5k $445.9m | Reduced -96.0k |
| NORDEA INVESTMENT MANAGEMENT AB 0.50% of their portfolio | 712.5k $422.0m | Added +9.6k |
| TD Asset Management Inc 0.38% of their portfolio | 701.8k $409.9m | Added +31.5k |
| Caisse de depot et placement du Quebec 0.98% of their portfolio | 692.7k $404.6m | Added +125.1k |
| Nuveen Asset Management, LLC 0.12% of their portfolio | 692.6k $404.5m | Added +55.5k |
| ALLIANCEBERNSTEIN L.P. 0.12% of their portfolio | 607.1k $354.6m | Reduced -15.5k |
| California Public Employees Retirement System 0.25% of their portfolio | 581.1k $339.4m | Reduced -73.4k |
| WELLINGTON MANAGEMENT GROUP LLP 0.06% of their portfolio | 573.7k $335.1m | Reduced -141.1k |
| LONE PINE CAPITAL LLC 2.66% of their portfolio | 560.9k $327.6m | Unchanged |
| VOYA INVESTMENT MANAGEMENT LLC 0.31% of their portfolio | 547.9k $320.0m | Reduced -104.2k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 1.31% of their portfolio | 543.8k $317.6m | Added +36.1k |
| LSV ASSET MANAGEMENT 0.67% of their portfolio | 527.4k $308.0m | Reduced -155.9k |
| Amundi 0.11% of their portfolio | 512.8k $299.1m | Added +10.5k |
| DEUTSCHE BANK AG\ 0.13% of their portfolio | 504.8k $294.8m | Added +17.4k |
| SurgoCap Partners LP 16.45% of their portfolio | 481.6k $281.3m | Reduced -14.3k |
| Scharf Investments, LLC 8.02% of their portfolio | 481.2k $281.1m | Reduced -27.6k |
| BANK OF MONTREAL /CAN/ 0.09% of their portfolio | 474.2k $289.5m | Reduced -185.2k |
| UBS Group AG 0.08% of their portfolio | 470.7k $274.9m | Added +23.8k |
| BESSEMER GROUP INC 0.48% of their portfolio | 469.8k $274.4m | Added +120.4k |
| MARSHALL WACE, LLP 0.36% of their portfolio | 440.0k $257.0m | Reduced -129.3k |
| WELLS FARGO & COMPANY/MN 0.07% of their portfolio | 433.7k $253.3m | Reduced -3.4k |
| Allianz Asset Management GmbH 0.41% of their portfolio | 429.7k $251.0m | Reduced -24.1k |
| FIL Ltd 0.24% of their portfolio | 420.0k $245.3m | Added +15.5k |
| MACKENZIE FINANCIAL CORP 0.36% of their portfolio | 411.4k $240.2m | Added +1.7k |
| T. Rowe Price Investment Management, Inc. 0.15% of their portfolio | 408.9k $238.8m | Added +394.8k |
| DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio | 395.1k $230.8m | Added +21.8k |
| Swiss National Bank 0.16% of their portfolio | 389.1k $227.2m | Reduced -9.4k |
| Capital International Investors 0.04% of their portfolio | 355.4k $207.6m | Added +23.3k |
| Clearbridge Investments, LLC 0.17% of their portfolio | 350.9k $204.9m | Added +11.2k |
| BARCLAYS PLC 0.09% of their portfolio | 346.3k $202.3m | Reduced -50.0k |
| Robeco Institutional Asset Management B.V. 0.43% of their portfolio | 338.6k $197.7m | Reduced -4.8k |
| AMERIPRISE FINANCIAL INC 0.05% of their portfolio | 334.8k $195.6m | Added +231 |
| National Pension Service 0.22% of their portfolio | 328.1k $191.6m | Added +254 |
| Sumitomo Mitsui Trust Group, Inc. 0.14% of their portfolio | 318.5k $186.0m | Reduced -23.4k |
| Skandinaviska Enskilda Banken AB (publ) 0.85% of their portfolio | 304.8k $178.0m | Added +116.6k |
| RHUMBLINE ADVISERS 0.16% of their portfolio | 290.6k $169.7m | Reduced -9.4k |
| APG Asset Management N.V. 0.28% of their portfolio | 289.8k $157.9m | Added +37.0k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.63% of their portfolio | 289.8k $169.2m | Reduced -82.6k |
| BRANDES INVESTMENT PARTNERS, LP 2.05% of their portfolio | 284.5k $166.3m | Reduced -7.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.10% of their portfolio | 281.8k $164.6m | Added +6.3k |
| ENVESTNET ASSET MANAGEMENT INC 0.06% of their portfolio | 281.7k $164.5m | Reduced -12.5k |
| HSBC HOLDINGS PLC 0.10% of their portfolio | 275.1k $161.1m | Added +6.4k |
| Russell Investments Group, Ltd. 0.26% of their portfolio | 274.6k $160.9m | Reduced -21.1k |
| GLENVIEW CAPITAL MANAGEMENT, LLC 3.29% of their portfolio | 265.7k $155.2m | Reduced -22.2k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.15% of their portfolio | 264.3k $154.4m | Added +15.4k |
| KBC Group NV 0.46% of their portfolio | 260.4k $152.1m | Added +129.5k |
| Bridgewater Associates, LP 0.78% of their portfolio | 257.3k $150.3m | Reduced -54.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.20% of their portfolio | 256.6k $149.9m | Reduced -14.2k |
| JANUS HENDERSON GROUP PLC 0.08% of their portfolio | 253.3k $148.0m | Added +234.0k |
| Corient Private Wealth LP 0.25% of their portfolio | 250.4k $146.2m | Reduced -1.3k |
| FRED ALGER MANAGEMENT, LLC 0.69% of their portfolio | 242.3k $141.5m | Added +12.1k |
| DekaBank Deutsche Girozentrale 0.25% of their portfolio | 228.6k $136.3m | Added +4.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.16% of their portfolio | 220.8k $128.9m | Added +1.8k |
| AMERICAN CENTURY COMPANIES INC 0.08% of their portfolio | 220.6k $128.9m | Added +126.6k |
| Man Group plc 0.34% of their portfolio | 219.1k $128.0m | Added +109.0k |
| TWO SIGMA INVESTMENTS, LP 0.30% of their portfolio | 218.4k $127.6m | Added +129.7k |
| PANAGORA ASSET MANAGEMENT INC 0.63% of their portfolio | 215.7k $126.0m | Added +36.4k |
| PRUDENTIAL FINANCIAL INC 0.18% of their portfolio | 208.5k $121.8m | Added +92.5k |
| Aberdeen Group plc 0.22% of their portfolio | 199.2k $116.4m | Added +772 |
| CANADA LIFE ASSURANCE Co 0.21% of their portfolio | 190.4k $111.3m | Added +10.1k |
| NATIXIS ADVISORS, LLC 0.24% of their portfolio | 188.5k $110.1m | Reduced -2.7k |
| STOREBRAND ASSET MANAGEMENT AS 0.36% of their portfolio | 187.8k $109.7m | Added +24.6k |
| SEI INVESTMENTS CO 0.15% of their portfolio | 180.9k $105.6m | Added +10.5k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.12% of their portfolio | 174.8k $102.1m | Added +16.3k |
| LORD, ABBETT & CO. LLC 0.17% of their portfolio | 174.7k $102.0m | Added +8.5k |
| Bristol Gate Capital Partners Inc. 5.03% of their portfolio | 174.0k $101.6m | Reduced -7.7k |
| NOMURA ASSET MANAGEMENT CO LTD 0.34% of their portfolio | 169.6k $99.0m | Added +106.3k |
| TCW GROUP INC 0.88% of their portfolio | 168.7k $98.5m | Added +24.2k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.23% of their portfolio | 168.0k $98.1m | Reduced -14.0k |
| RAYMOND JAMES & ASSOCIATES 0.06% of their portfolio | 164.6k $96.1m | Added +6.9k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.18% of their portfolio | 162.3k $94.8m | Reduced -22.8k |
| Squarepoint Ops LLC 0.35% of their portfolio | 161.9k $94.6m | Added +65.7k |
| JANE STREET GROUP, LLC 0.10% of their portfolio | 160.9k $94.0m | Added +107.0k |
| Railway Pension Investments Ltd 1.12% of their portfolio | 160.3k $93.6m | Reduced -8.8k |