Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in CHE held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1.5M | $691.3M | +11.0% | 11.182% | 0.01% |
| 2 | AQR CAPITAL MANAGEMENT LLC | 972K | $446.2M | +134.0% | 7.326% | 0.16% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 787K | $366.6M | -3.5% | 5.929% | 0.02% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 604K | $281.5M | -5.0% | 4.553% | 0.01% |
| 5 | STATE STREET CORP | 445K | $207.1M | -3.8% | 3.350% | 0.00% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 414K | $192.8M | +0.7% | 3.118% | 0.01% |
| 7 | JPMORGAN CHASE & CO | 403K | $185.8M | -19.5% | 3.039% | 0.01% |
| 8 | Boston Partners | 281K | $130.7M | — | 2.115% | 0.12% |
| 9 | Epoch Investment Partners, Inc. | 267K | $124.5M | +6.9% | 2.014% | 0.71% |
| 10 | DIMENSIONAL FUND ADVISORS LP | 261K | $121.3M | +5.1% | 1.963% | 0.02% |
| 11 | TD ASSET MANAGEMENT INC | 256K | $119.4M | -8.4% | 1.930% | 0.10% |
| 12 | River Road Asset Management, LLC | 238K | $110.8M | +231.5% | 1.792% | 1.23% |
| 13 | MORGAN STANLEY | 232K | $108.2M | +2.3% | 1.750% | 0.01% |
| 14 | FULLER & THALER ASSET MANAGEMENT, INC. | 220K | $102.5M | +72.7% | 1.657% | 0.28% |
| 15 | FIRST TRUST ADVISORS LP | 220K | $102.4M | -7.0% | 1.656% | 0.06% |
| 16 | Boston Trust Walden Corp | 201K | $93.7M | -1.9% | 1.516% | 0.71% |
| 17 | NORTHERN TRUST CORP | 199K | $92.8M | +14.0% | 1.500% | 0.01% |
| 18 | GOLDMAN SACHS GROUP INC | 184K | $85.7M | +33.3% | 1.386% | 0.01% |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 170K | $79.3M | +3.9% | 1.283% | 0.01% |
| 20 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 166K | $77.4M | +9.0% | 1.252% | 0.03% |
| 21 | NORGES BANK | 163K | $76.1M | — | 1.231% | 0.01% |
| 22 | Invesco Ltd. | 150K | $70.0M | +8.1% | 1.133% | 0.01% |
| 23 | Copeland Capital Management, LLC | 145K | $67.5M | -2.0% | 1.092% | 1.39% |
| 24 | VICTORY CAPITAL MANAGEMENT INC | 120K | $55.8M | -7.2% | 0.902% | 0.03% |
| 25 | UBS Group AG | 106K | $49.6M | -24.9% | 0.802% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CHE — a direct measure of their conviction.
Filings activity in CHE during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new CHE position in Q2 2026
Institutions that fully closed their CHE position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 532 | +9.2% | 102.15% | +2.99 pp | $5.81B | +25% |
| Q1 2026 | 487 | 3.8% | 99.16% | 5.12 pp | $4.66B | 21% |
| Q4 2025 | 506 | 0.4% | 104.28% | +0.90 pp | $5.92B | +2.4% |
| Q3 2025 | 508 | 3.8% | 103.38% | +0.08 pp | $5.78B | 7.7% |
| Q2 2025 | 528 | 2.6% | 103.30% | 0.02 pp | $6.27B | 20% |
| Q1 2025 | 542 | +3.8% | 103.32% | 0.11 pp | $7.84B | +15% |
| Q4 2024 | 522 | +1.8% | 103.43% | 77.54 pp | $6.83B | 53% |
| Q3 2024 | 513 | — | 180.97% | — | $14.44B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying CHE stock.
Based on Q2 2026 13F filings, institutional ownership of Chemed Corporation stands at 102.2%, held across 532 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of CHE, with approximately 1,484,282 shares worth $0.69B as of Q2 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of CHE.
Our composite Smart Money Score for CHE is 55 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
92 institutions opened new positions in CHE during Q2 2026, while 53 fully exited. 341 added to existing positions and 77 trimmed.
CHE institutional ownership rose by 2.99 percentage points quarter-over-quarter, with a net change of +45 holders.
The top 10 institutions account for 47.3% of all reported 13F value in CHE, and the top 25 account for 69.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Chemed Corporation (CHE) Institutional Ownership