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DaveManuel.com · Institutional Ownership · Who Owns It

CHEMED CORP NEW (CHE)

Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.

538
Reporting holders
$6.3B
Reported value
103.6%
Of shares outstanding
0.4%
Calls
0.0%
Puts
+44
Holder change

Institutions report 13,535,133 shares against 13,069,961 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
BlackRock, Inc.$691.3M1,484,2820.01%8q+11.0%+$68.7M
AQR CAPITAL MANAGEMENT LLC$446.2M972,4740.16%31q+134.0%+$255.5M
VANGUARD PORTFOLIO MANAGEMENT LLC$366.6M787,0680.02%2q-3.5%-$13.3M
VANGUARD CAPITAL MANAGEMENT LLC$281.5M604,4200.01%2q-5.0%-$14.7M
ACADIAN ASSET MANAGEMENT LLC$211.0M453,2380.25%31q+47.7%+$68.1M
STATE STREET CORP$207.1M444,7160.01%31q-3.8%-$8.1M
GEODE CAPITAL MANAGEMENT, LLC$192.8M413,9420.01%31q+0.7%+$1.3M
JPMORGAN CHASE & CO$185.8M403,3950.01%31q-19.5%-$45.0M
Boston Partners$130.7M280,6840.12%newNEW
Epoch Investment Partners, Inc.$124.5M267,2900.71%23q+6.9%+$8.0M
DIMENSIONAL FUND ADVISORS LP$121.3M260,5610.02%31q+5.1%+$5.9M
TD Asset Management Inc$119.4M256,2630.10%23q-8.4%-$10.9M
River Road Asset Management, LLC$110.8M237,9271.23%2q+231.5%+$77.4M
MORGAN STANLEY$108.2M232,3020.01%35q+2.3%+$2.4M
FULLER & THALER ASSET MANAGEMENT, INC.$102.5M219,9880.28%31q+72.7%+$43.1M
FIRST TRUST ADVISORS LP$102.4M219,7880.06%31q-7.0%-$7.7M
Boston Trust Walden Corp$93.7M201,2750.71%31q-1.9%-$1.8M
NORTHERN TRUST CORP$92.8M199,1480.01%31q+14.0%+$11.4M
GOLDMAN SACHS GROUP INC$85.7M183,9380.01%31q+33.3%+$21.4M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$79.3M170,3580.01%31q+3.9%+$3.0M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$77.4M166,1490.03%6q+9.0%+$6.4M
NORGES BANK$76.1M163,4040.01%32q-8.1%-$6.7M
Van Berkom & Associates Inc.$75.8M162,8092.44%31q-50.7%-$77.9M
Invesco Ltd.$70.0M150,3680.01%31q+8.1%+$5.2M
Copeland Capital Management, LLC$67.5M145,0071.39%31q-2.0%-$1.4M
SG Americas Securities, LLC$61.6M132,3500.03%6q+389.1%+$49.0M
DekaBank Deutsche Girozentrale$57.9M155,2670.10%31qHELD
VICTORY CAPITAL MANAGEMENT INC$55.8M119,7170.03%29q-7.2%-$4.3M
UBS Group AG$49.6M106,4970.01%31q-24.9%-$16.5M
BANK OF AMERICA CORP /DE/$48.3M103,6100.00%31q+7.9%+$3.5M
Allspring Global Investments Holdings, LLC$44.6M92,7370.07%19q-13.5%-$7.0M
Caisse de depot et placement du Quebec$44.3M95,1360.06%8q-17.9%-$9.7M
Bank of New York Mellon Corp$43.8M94,0450.01%31q-13.2%-$6.6M
Gotham Asset Management, LLC$43.4M93,0850.10%22q+91.2%+$20.7M
VOLORIDGE INVESTMENT MANAGEMENT, LLC$42.7M91,7890.18%11q-6.4%-$2.9M
BNP PARIBAS FINANCIAL MARKETS$42.5M91,2540.01%31q+60.2%+$16.0M
FRONTIER CAPITAL MANAGEMENT CO LLC$42.2M90,5670.39%2q+44.4%+$13.0M
VANGUARD FIDUCIARY TRUST CO$39.1M83,9610.01%2q-4.8%-$2.0M
Point72 Asset Management, L.P.$34.7M74,4600.04%newNEW
ProShare Advisors LLC$33.0M70,7610.05%31q+24.5%+$6.5M
Aptus Capital Advisors, LLC$29.8M64,0800.20%31q+4.8%+$1.4M
BARINGTON COMPANIES MANAGEMENT, LLC$28.0M60,10019.69%3q+5.3%+$1.4M
ENVESTNET ASSET MANAGEMENT INC$26.5M56,9750.01%31q-2.1%-$579.8K
Amundi$25.1M53,8560.01%16q+51.5%+$8.5M
SEI INVESTMENTS CO$25.0M53,7320.02%31q-9.3%-$2.6M
Eversept Partners, LP$24.5M52,5231.27%2q+69.1%+$10.0M
Russell Investments Group, Ltd.$24.4M52,9990.02%31q+70.9%+$10.1M
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$23.8M51,0130.12%30q-18.1%-$5.2M
RHUMBLINE ADVISERS$23.8M51,0000.02%31q-7.5%-$1.9M
MILLENNIUM MANAGEMENT LLC$23.5M50,4040.01%21q-51.8%-$25.2M
JUPITER ASSET MANAGEMENT LTD$22.6M48,4770.11%24q-21.8%-$6.3M
Mariner, LLC$22.1M47,5100.02%16q+71.8%+$9.2M
Aristotle Capital Boston, LLC$20.5M44,1141.38%32q-16.5%-$4.1M
Candriam S.C.A.$19.3M41,3980.09%9q-4.3%-$858.0K
ALPS ADVISORS INC$19.0M40,7950.09%31q+2.5%+$463.9K
Balyasny Asset Management L.P.$18.7M40,0560.02%3q+90.7%+$8.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$18.5M39,6380.00%31q-2.3%-$433.6K
RENAISSANCE TECHNOLOGIES LLC$18.2M39,0800.03%31q+216.7%+$12.5M
PANAGORA ASSET MANAGEMENT INC$18.1M38,8650.06%newNEW
LONE PEAK GLOBAL INVESTORS LLC$17.3M37,0992.38%6q+38.1%+$4.8M
HRT FINANCIAL LP$17.2M36,8490.03%newNEW
Fenimore Asset Management Inc$17.0M36,5280.35%19q+2.2%+$364.7K
RAYMOND JAMES FINANCIAL INC$16.1M34,6310.00%7q-12.0%-$2.2M
Retirement Systems of Alabama$15.9M34,2000.05%31q-9.6%-$1.7M
Nuveen, LLC$15.0M32,2460.00%6q-6.2%-$999.9K
Qube Research & Technologies Ltd$14.6M31,4050.01%17q+633.1%+$12.6M
GABELLI FUNDS LLC$14.2M30,5600.09%31q-1.9%-$269.2K
PRINCIPAL FINANCIAL GROUP INC$14.0M30,1350.01%31q-4.6%-$681.4K
DEERFIELD MANAGEMENT COMPANY, L.P.$14.0M30,0000.15%newNEW
FMR LLC$13.6M29,2680.00%31q-2.5%-$356.3K
Cerity Partners LLC$13.1M28,1250.02%15q+186.3%+$8.5M
Integrated Wealth Concepts LLC$12.9M27,7740.08%11q+9.7%+$1.1M
CITADEL ADVISORS LLC$12.5M CALL+PUToptions only0.00%13qOPTIONS
CABOT WEALTH MANAGEMENT INC$12.4M26,6081.26%31qHELD
Swiss National Bank$12.2M26,2200.01%31q-6.4%-$838.3K
Creative Planning$12.0M25,7720.01%20q+216.1%+$8.2M
FIL Ltd$11.4M24,5000.01%21qHELD
LOOMIS SAYLES & CO L P$11.4M24,4810.01%14q-64.7%-$20.9M
California Public Employees Retirement System$11.4M24,4670.01%31q-22.4%-$3.3M
CIBC Bancorp USA Inc.$11.0M23,6820.01%2q+484.7%+$9.1M
Bahl & Gaynor LLC$10.5M22,6190.05%31q+8.9%+$857.4K
TWO SIGMA INVESTMENTS, LP$10.4M22,3250.01%15q-92.6%-$130.1M
WELLS FARGO & COMPANY/MN$10.3M22,1000.00%31q-59.0%-$14.8M
Crawford Fund Management, LLC$10.2M21,9751.57%3q+3.0%+$302.7K
Signal Advisors Wealth, LLC$9.6M20,5650.48%8q+11.1%+$957.6K
GAMCO INVESTORS, INC. ET AL$9.6M20,5280.09%31q-5.8%-$585.9K
Bridgewater Associates, LP$9.5M20,3990.04%24q+303.0%+$7.1M
Legal & General Group Plc$9.3M19,9270.00%31q-5.0%-$484.4K
IEQ CAPITAL, LLC$9.1M19,5000.04%3q+712.5%+$8.0M
MACKENZIE FINANCIAL CORP$8.8M18,8290.01%13q+670.1%+$7.6M
CAPTRUST FINANCIAL ADVISORS$8.7M18,6990.01%31q+30.9%+$2.1M
DRH Investments, Inc.$8.7M18,6166.86%6q-10.8%-$1.0M
Public Sector Pension Investment Board$8.7M18,5740.02%5q+61.9%+$3.3M
Trexquant Investment LP$8.4M18,0240.05%7q-39.6%-$5.5M
GW&K Investment Management, LLC$8.3M17,7250.06%26qHELD
Harel Insurance Investments & Financial Services Ltd.$7.9M17,0520.04%6q-8.4%-$728.0K
DEUTSCHE BANK AG\$7.8M16,7470.00%34q+449.4%+$6.4M
TEACHER RETIREMENT SYSTEM OF TEXAS$7.7M16,5480.02%30q-6.2%-$506.3K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$7.6M
incl. $5.9M options CALL+PUT
3,6800.00%31q+56.1%+$2.7M
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$7.6M16,3480.01%31q-2.9%-$225.4K

Showing the largest 100 of 538 reported holders.

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-08-21MCNAMARA KEVIN Jpresident and CEOSold2,000$1.1M
2026-08-03MCNAMARA KEVIN Jpresident and CEOSold2,000$1.1M
2026-09-28MCNAMARA KEVIN Jpresident and CEOSold2,000$1.0M
2026-09-18MCNAMARA KEVIN Jpresident and CEOSold2,000$1.0M
2026-06-09LINDELL ANDREA RDirectorSold1,347$602.6K
2026-08-21LEE SPENCER Sexecutive vice presidentSold1,000$541.0K
2026-05-29WALSH GEORGE J IIIDirectorSold500$218.9K
2026-07-31GRACE PATRICK PDirectorSold190$101.1K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 2026137$274.9M544,0702324490.0%
Q2 2026538$6.3B13,535,133971771880.5%
Q1 2026494$5.0B13,329,557511701850.2%
Q4 2025518$6.0B13,974,942541572170.1%
Q3 2025524$6.4B14,244,434661871900.2%
Q2 2025540$6.8B13,870,688602011790.1%
Q1 2025558$8.5B13,817,488811701930.2%
Q4 2024530$7.4B13,890,973411502010.2%
Q3 2024530$8.6B14,331,531631791670.1%
Q2 2024516$7.9B14,622,439591801750.0%
Q1 2024513$9.9B15,464,254631561700.1%
Q4 2023501$8.8B15,071,525581581650.1%
Q3 2023461$7.5B14,442,761361421660.1%
Q2 2023465$7.8B14,366,286421701420.1%
Q1 2023461$7.6B14,576,204511471470.1%
Q4 2022444$7.1B13,829,585551241590.2%
Q3 2022406$15.3B34,925,143331301500.0%
Q2 2022415$17.6B37,498,798401211610.0%
Q1 2022419$9.4B18,490,937451351310.1%
Q4 2021415$11.9B22,501,387451181450.2%
Q3 2021398$10.7B22,864,20234961550.2%
Q2 2021423$11.3B23,701,773551231450.2%
Q1 2021421$11.5B25,006,442431411410.1%
Q4 2020443$13.8B25,955,866411471430.2%
Q3 2020441$12.2B25,355,578571191620.1%
Q2 2020423$10.1B22,430,418571251590.1%
Q1 2020412$15.6B35,973,704461281480.1%
Q4 2019410$10.1B22,946,993431351280.2%
Q3 2019393$8.6B20,538,113581151360.3%
Q2 2019371$8.1B22,326,403411181330.3%
Q1 2019381$7.2B22,335,015581211290.3%
Q4 2018357$6.4B22,745,8965680.1%