MCKESSON CORP

MCK Q1 2026 institutional ownership is an $88.1B book across 1,959 holders. BlackRock is the largest holder at $9.9B (11.4M shares, -0.5%, +$468M from share DECREASED; value appreciation artifact). Vanguard Capital Management $6.9B (8.0M shares, NEW); Vanguard Portfolio Management $2.5B (2.9M shares, NEW). State Street $5.0B (5.7M shares, -0.1%, +$219M from share DECREASED). JPMorgan $2.8B (3.3M shares, +26.7%, +$687M) -- the largest add. FMR LLC $3.1B (3.6M shares, +15.3%, +$489M). Franklin Resources $2.7B (3.1M shares, +11.8%, +$333M). Geode Capital $2.5B (2.9M shares, +0.6%, +$169M). Morgan Stanley $2.0B (2.3M shares, -1.2%, +$30M). Invesco $1.3B (1.5M shares, +40.5%, +$427M). Goldman Sachs $1.1B (1.3M shares, +39.9%, +$368M). DZ Bank $906M (1.0M shares, +27.1%, +$246M). Northern Trust $1.3B (1.5M shares, -2.8%, +$43M). MassFinancial Services $2.5B (2.9M shares, -11.9%, -$301M) -- the largest seller. AllianceBernstein $1.8B (2.2M shares, -11.0%, -$202M). UBS AM $773M (0.9M shares, -11.8%, -$99M). Bank of America $1.3B (1.5M shares, +6.6%, +$99M). Manufacturers Life Insurance $703M (0.8M shares, -11.2%, -$90M). RBC $1.1B (1.3M shares, -7.1%, -$79M). Arrowstreet Capital $1.1B (1.3M shares, -0.5%, +$7M). Nordea Investment $842M (1.0M shares, -5.2%, -$34M). Boston Partners $1.0B (1.2M shares, -0.8%, -$8M). BNY Mellon $928M (1.1M shares, +7.7%, +$171M). TD Asset Management $615M (0.7M shares, -50%). Bank of New York Mellon $628M (0.7M shares, +6.1%, +$51M). State Farm $1.6B (1.9M shares, UNCHANGED, -$121M). New positions: Vanguard two. Sellers: MassFinancial -$301M, AllianceBernstein -$202M, UBS AM -$99M, Manufacturers Life -$90M, RBC -$79M, Nordea -$34M. Buyers: JPMorgan +$687M, FMR +$489M, Invesco +$427M, Goldman +$368M, Franklin +$333M, DZ Bank +$246M, Swedbank +$143M, BofA +$99M, BNY Mellon +$171M, Geode +$169M, Bank of NY Mellon +$51M. The 75.50 whaleScore reflects AUM. Smart-money read: lean-bullish on healthcare distribution. JPMorgan +$687M, FMR +$489M, Invesco +$427M, Goldman +$368M represent active-manager adds to a healthcare-logistics name that benefits from drug-pricing stability and pharma distribution volume. MassFinancial -$301M is the only material active reduction. BlackRock and State Street's share-DECREASED rows are passive rebalancing artifacts. Net read: cautiously bullish on McKesson -- healthcare distribution is a defensive/stable cash-flow compounder and active-manager adds reflect continued conviction in the segment.