Guru Ownership Trend
Guru Analysis for McKesson Corporation (MCK)
McKesson Corporation (MCK), a key player in the Healthcare sector, continues to attract institutional attention.
As of Q3 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.07 B.
Top institutional holders include Cliff Asness and Frank Sands.
Notably, Ronald Muhlenkamp has expressed high conviction in this stock, allocating 5.69% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $103.54 M net outflow during the quarter.
Recent activity highlights Larry Robbins who increased their stake by 120.7%. Conversely, Ray Dalio reduced exposure by 62.0%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.40% | Reduce -3.1% | 829,038 | $630.99 M | Q3 2025 | |
| 0.33% | Add 7.7% | 157,146 | $121.4 M | Q3 2025 | |
| 0.12% | Reduce -38.2% | 122,426 | $94.58 M | Q3 2025 | |
| 0.97% | Add 120.7% | 56,469 | $43.62 M | Q3 2025 | |
| 0.17% | Reduce -62.0% | 56,139 | $43.37 M | Q3 2025 | |
| 0.13% | Add 5.3% | 38,428 | $29.69 M | Q3 2025 | |
| 5.69% | Add 0.1% | 27,108 | $20.94 M | Q3 2025 | |
| 0.05% | New Buy | 14,693 | $11.35 M | Q3 2025 | |
| 0.00% | Add 71.1% | 1,742 | $1.35 M | Q3 2025 | |
| 0.00% | New Buy | 50 | $38,627 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for McKesson Corporation (MCK)
Major holders include Cliff Asness ($630.99 M), Frank Sands ($121.4 M), Renaissance Technologies ($94.58 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 1.3 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $103.54 M, with 7 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited MCK. The total reported sell value was $149.56 M.
Yes, 2 managers opened new positions in MCK, and 5 increased their existing holdings. The total reported buy value was $46.02 M.