Ranked by reported Q1 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. | 1.3M | $504.9M | +4.0% | 9.775% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 816K | $308.1M | — | 5.965% | 0.02% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 636K | $240.3M | — | 4.651% | 0.01% |
| 4 | STATE STREET CORP | 462K | $174.6M | +0.9% | 3.380% | 0.01% |
| 5 | AQR CAPITAL MANAGEMENT LLC | 416K | $157.0M | +27.7% | 3.039% | 0.07% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 411K | $155.3M | +14.8% | 3.006% | 0.01% |
| 7 | TWO SIGMA INVESTMENTS, LP | 302K | $113.9M | +174.4% | 2.205% | 0.09% |
| 8 | TD ASSET MANAGEMENT INC | 280K | $105.7M | -13.8% | 2.045% | 0.09% |
| 9 | Epoch Investment Partners, Inc. | 250K | $94.5M | -22.4% | 1.829% | 0.57% |
| 10 | DIMENSIONAL FUND ADVISORS LP | 248K | $93.6M | +0.1% | 1.812% | 0.02% |
| 11 | Neuberger Berman Group LLC | 242K | $91.5M | -41.3% | 1.770% | 0.07% |
| 12 | FIRST TRUST ADVISORS LP | 236K | $89.3M | +24.7% | 1.729% | 0.06% |
| 13 | MORGAN STANLEY | 227K | $85.8M | -12.3% | 1.660% | 0.01% |
| 14 | Boston Trust Walden Corp | 205K | $77.5M | -7.2% | 1.500% | 0.64% |
| 15 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 185K | $69.9M | -60.2% | 1.354% | 0.21% |
| 16 | Impax Asset Management Group plc | 176K | $66.6M | -27.8% | 1.290% | 0.46% |
| 17 | NORTHERN TRUST CORP | 175K | $66.0M | -10.0% | 1.277% | 0.01% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 164K | $62.0M | +9.3% | 1.199% | 0.01% |
| 19 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 152K | $57.6M | -1.3% | 1.115% | 0.03% |
| 20 | Copeland Capital Management, LLC | 148K | $55.9M | +7.6% | 1.082% | 1.24% |
| 21 | UBS Group AG | 142K | $53.6M | +16.8% | 1.038% | 0.01% |
| 22 | Invesco Ltd. | 139K | $52.6M | +7.4% | 1.018% | 0.01% |
| 23 | GOLDMAN SACHS GROUP INC | 138K | $52.1M | -12.7% | 1.009% | 0.01% |
| 24 | VICTORY CAPITAL MANAGEMENT INC | 129K | $48.7M | +9.6% | 0.944% | 0.03% |
| 25 | FULLER & THALER ASSET MANAGEMENT, INC. | 127K | $48.1M | +0.2% | 0.932% | 0.16% |
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 Q1 2026, grouped by how each filer changed its position.
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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 478 | 5.5% | 77.61% | 25.67 pp | $4.45B | 25% |
| Q4 2025 | 506 | 0.4% | 103.28% | +2.40 pp | $5.92B | +2.4% |
| Q3 2025 | 508 | 3.8% | 100.88% | 8.38 pp | $5.78B | 7.7% |
| Q2 2025 | 528 | 2.6% | 109.26% | 27.46 pp | $6.27B | 20% |
| Q1 2025 | 542 | +3.8% | 136.72% | +17.56 pp | $7.84B | +15% |
| Q4 2024 | 522 | +1.8% | 119.16% | 80.83 pp | $6.83B | 53% |
| Q3 2024 | 513 | +1.6% | 199.99% | +71.21 pp | $14.44B | +95% |
| Q2 2024 | 505 | — | 128.78% | — | $7.38B | — |
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 Q1 2026 13F filings, institutional ownership of Chemed Corporation stands at 77.6%, held across 478 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of CHE, with approximately 1,336,690 shares worth $0.50B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of CHE, including TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for CHE is 28 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
56 institutions opened new positions in CHE during Q1 2026, while 84 fully exited. 96 added to existing positions and 324 trimmed.
CHE institutional ownership fell by 25.67 percentage points quarter-over-quarter, with a net change of -28 holders.
The top 10 institutions account for 43.8% of all reported 13F value in CHE, and the top 25 account for 65.7%.
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