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DaveManuel.com · Institutional Ownership · Who Owns It

MCCORMICK & CO INC (MKCV)

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

69
Reporting holders
$83.0M
Reported value
0.0%
Calls
0.0%
Puts
-6
Holder change

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
DEARBORN PARTNERS LLC$34.7M687,9840.96%15q+89.8%+$16.4M
BROWN ADVISORY INC$9.6M190,8990.01%31qHELD
Focus Partners Wealth$5.4M106,3960.01%11q-2.3%-$124.7K
Evelyn Partners Group Ltd$5.2M103,2840.01%newFIRST
MORGAN STANLEY$4.1M81,2350.00%35q+63.6%+$1.6M
FLOW TRADERS U.S. LLC$3.5M69,9780.15%2q+13.7%+$426.4K
DIMENSIONAL FUND ADVISORS LP$2.3M46,3140.00%31qHELD
TD Waterhouse Canada Inc.$1.9M35,6820.01%19q+32.6%+$471.2K
OSAIC HOLDINGS, INC.$1.7M34,2380.00%26q+19.6%+$283.1K
COMMONWEALTH EQUITY SERVICES, LLC$1.4M28,4190.00%31qHELD
HB Wealth Management, LLC$1.4M28,4070.01%6qHELD
EVERMAY WEALTH MANAGEMENT LLC$1.0M20,0800.10%7qHELD
Arkadios Wealth Advisors$960.8K19,0250.01%6qHELD
Brookstone Capital Management$956.4K18,9380.01%20qHELD
FIRST TRUST ADVISORS LP$888.1K17,5850.00%7q+103.1%+$450.8K
Arbor Investment Advisors, LLC$877.4K17,3740.10%10q+53.6%+$306.2K
GABELLI FUNDS LLC$656.5K13,0000.00%31qHELD
Wealthspire Advisors, LLC$600.5K11,8920.00%17q-91.5%-$6.5M
Logan Stone Capital, LLC$538.3K10,6600.11%newNEW
Cerity Partners LLC$505.0K10,0000.00%15qHELD
WBH ADVISORY INC$429.9K8,5120.03%18qHELD
Kennon-Green & Company, LLC$361.7K7,1620.28%2q+68.4%+$146.9K
LPL Financial LLC$342.2K6,7770.00%31qHELD
MILLENNIUM MANAGEMENT LLC$295.6K5,8530.00%2q+30.6%+$69.3K
SCOTIA CAPITAL INC.$278.5K5,5140.00%31qHELD
Willis Johnson & Associates, Inc.$275.8K5,4620.02%15qHELD
SC&H Financial Advisors, Inc.$271.5K5,3760.04%4qHELD
BANK OF AMERICA CORP /DE/$232.5K4,6030.00%31q-47.1%-$206.7K
RENAISSANCE TECHNOLOGIES LLC$227.2K4,5000.00%newNEW
PNC Financial Services Group, Inc.$221.7K4,3900.00%31qHELD
Florida Trust Wealth Management Co$220.6K4,3680.01%11qHELD
GAMCO INVESTORS, INC. ET AL$217.2K4,3000.00%31qHELD
ROYAL BANK OF CANADA$199.0K3,9460.00%31q+48.1%+$64.6K
Turtle Creek Wealth Advisors, LLC$188.7K3,7360.01%newNEW
FINANCIAL CONSULATE, INC$175.8K3,4820.02%4qHELD
BLAIR WILLIAM & CO/IL$157.6K3,1210.00%19qHELD
WELLS FARGO & COMPANY/MN$119.2K2,3600.00%31q-37.5%-$71.4K
CITIGROUP INC$113.1K2,2400.00%3q+525.7%+$95.0K
Atlantic Union Bankshares Corp$85.8K1,7000.00%5qHELD
UBS Group AG$69.0K1,3670.00%31q-33.9%-$35.5K
Glass Jacobson Investment Advisors llc$17.0K3370.01%14qHELD
Beacon Capital Management, Inc.$16.1K3180.00%5qHELD
JONES FINANCIAL COMPANIES LLLP$12.6K2480.00%9qHELD
Delos Wealth Advisors, LLC$10.6K2100.01%5qHELD
Arax Advisory Partners$10.2K2010.00%newNEW
BOK Financial Private Wealth, Inc.$9.1K1800.00%13qHELD
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$7.9K1560.00%26q-79.5%-$30.6K
HARBOR INVESTMENT ADVISORY, LLC$5.7K1120.00%27qHELD
Geneos Wealth Management Inc.$5.0K1000.00%3qHELD
Tower Research Capital LLC (TRC)$4.2K840.00%2q-75.5%-$13.1K
HARBOUR INVESTMENTS, INC.$3.9K780.00%2q+160.0%+$2.4K
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.0K400.00%10qHELD
IFP Advisors, Inc$1.9K370.00%7q-14.0%
GAMMA Investing LLC$1.5K300.00%11qHELD
BANK OF MONTREAL /CAN/$1.2K240.00%5qHELD
Noble Wealth Management PBC$1.0K200.00%newNEW
COMPASS FINANCIAL MANAGEMENT LLC$1.0K200.00%newFIRST
OGOREK ANTHONY JOSEPH /NY/ /ADV$1.0K250.00%newNEW
Farther Finance Advisors, LLC$960190.00%3q-5.0%
ROTHSCHILD INVESTMENT LLC$40480.00%2q-11.1%
EverSource Wealth Advisors, LLC$30360.00%newNEW
Fortitude Family Office, LLC$20240.00%2q-33.3%
BlackRock, Inc.$15230.00%3qHELD
FIDUCIARY FINANCIAL ADVISORS$15230.00%newNEW
1015 Capital Partners, LLC$10120.00%3qHELD
JPMORGAN CHASE & CO$5110.00%newNEW
SJS Investment Consulting Inc.$5110.00%3q-66.7%
Creative Capital Management Investments LLC$5110.00%newNEW
NOMURA ASSET MANAGEMENT CO LTD$0none filed0.00%newNEW

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-09-282026-09-24Auditor changedfiling
2026-08-282026-08-25Directors or officers departed or appointedfiling

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 202618$5.2M111,6761330.0%
Q2 202669$83.0M1,642,4271112120.0%
Q1 202675$71.9M1,428,0831715130.0%
Q4 202573$89.8M1,319,1271412140.0%
Q3 202563$94.7M1,417,816910150.0%
Q2 202564$109.1M1,443,098119130.0%
Q1 202561$106.4M1,295,38869160.0%
Q4 202465$117.2M1,542,5251010130.0%
Q3 202458$108.4M1,314,95241280.0%
Q2 202461$83.2M1,191,01036120.0%
Q1 202460$96.0M1,243,56173150.0%
Q4 202356$94.1M1,380,12137100.0%
Q3 202353$97.6M1,263,33722130.0%
Q2 202352$107.4M1,236,85424100.0%
Q1 202353$103.4M1,247,0624390.0%
Q4 202253$107.9M1,307,19766100.0%
Q3 202248$834.3M11,583,83142120.0%
Q2 202251$394.8M4,562,10826140.0%
Q1 202255$460.4M4,603,9995760.0%
Q4 202152$438.6M4,598,19074130.0%
Q3 202144$943.4M11,563,26551070.0%
Q2 202142$438.9M4,985,5182690.0%
Q1 202146$471.7M5,292,37519110.0%
Q4 202049$468.1M4,892,7365850.0%
Q3 202050$467.4M2,392,97366110.0%
Q2 202047$440.6M2,480,07742130.0%
Q1 202048$359.7M2,525,97364120.0%
Q4 201948$434.9M2,542,5105560.0%
Q3 201946$88.0M564,23833120.0%
Q2 201943$384.6M2,481,8680980.0%
Q1 201943$370.9M2,479,88112100.0%
Q4 201845$344.8M2,484,1550000.0%