Who owns Chemed (CHE)
Which tracked institutional funds hold CHE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CHE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
181 tracked funds added or opened CHE while 102 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CHE’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes CHE more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CHE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 489 tracked filers holding CHE, 268 increased or opened the position and 269 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CHE between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 23
- Boston Partners$131M
- Point72 Asset Management, L.P.$35M
- PANAGORA ASSET MANAGEMENT INC$18M
- DEERFIELD MANAGEMENT COMPANY, L.P.$14M
- Jupiter Topco LLC$7M
- Holocene Advisors, LP$4M
Full exits 54
- ACADIAN ASSET MANAGEMENT LLC$116M
- Impax Asset Management Group plc$67M
- Van Berkom & Associates Inc.$62M
- DekaBank Deutsche Girozentrale$59M
- CITADEL ADVISORS LLC$41M
- BLI - Banque de Luxembourg Investments$15M
Largest adds
- AQR CAPITAL MANAGEMENT LLC$290M
- BlackRock, Inc.$239M
- River Road Asset Management, LLC$84M
- VANGUARD PORTFOLIO MANAGEMENT LLC$58M
- FULLER & THALER ASSET MANAGEMENT, INC.$54M
- VANGUARD CAPITAL MANAGEMENT LLC$41M
Largest trims
- TWO SIGMA INVESTMENTS, LP$104M
- NEUBERGER BERMAN GROUP LLC$90M
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$70M
- NORGES BANK$47M
- NOMURA HOLDINGS INC$34M
- BRIDGES INVESTMENT MANAGEMENT INC$23M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 1,484,282 | $691M | 12.8% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 972,474 | $446M | 8.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 787,068 | $367M | 6.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 604,420 | $282M | 5.2% | 2026-Q2 |
| STATE STREET CORP trimmed | 444,716 | $207M | 3.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 413,942 | $193M | 3.6% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 403,395 | $186M | 3.4% | 2026-Q2 |
| Boston Partners added | 280,684 | $131M | 2.4% | 2026-Q2 |
| Epoch Investment Partners, Inc. added | 267,290 | $124M | 2.3% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 260,561 | $121M | 2.3% | 2026-Q2 |
| TD Asset Management Inc trimmed | 256,263 | $119M | 2.2% | 2026-Q2 |
| River Road Asset Management, LLC added | 237,927 | $111M | 2.1% | 2026-Q2 |
| MORGAN STANLEY added | 232,302 | $108M | 2.0% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 219,988 | $102M | 1.9% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 219,788 | $102M | 1.9% | 2026-Q2 |
| Boston Trust Walden Corp trimmed | 201,275 | $94M | 1.7% | 2026-Q2 |
| NORTHERN TRUST CORP added | 199,148 | $93M | 1.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 183,938 | $86M | 1.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 170,358 | $79M | 1.5% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 166,149 | $77M | 1.4% | 2026-Q2 |
| NORGES BANK trimmed | 163,404 | $76M | 1.4% | 2026-Q2 |
| Invesco Ltd. added | 150,368 | $70M | 1.3% | 2026-Q2 |
| Copeland Capital Management, LLC trimmed | 145,007 | $68M | 1.3% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 119,717 | $56M | 1.0% | 2026-Q2 |
| UBS Group AG trimmed | 106,497 | $50M | 0.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 103,610 | $48M | 0.9% | 2026-Q2 |
| Caisse de depot et placement du Quebec trimmed | 95,136 | $44M | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 94,045 | $44M | 0.8% | 2026-Q2 |
| Gotham Asset Management, LLC added | 93,085 | $43M | 0.8% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 92,737 | $45M | 0.8% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 91,789 | $43M | 0.8% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 91,254 | $43M | 0.8% | 2026-Q2 |
| FRONTIER CAPITAL MANAGEMENT CO LLC added | 90,567 | $42M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 83,961 | $39M | 0.7% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 74,460 | $35M | 0.6% | 2026-Q2 |
| ProShare Advisors LLC added | 70,761 | $33M | 0.6% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 64,080 | $30M | 0.6% | 2026-Q2 |
| BARINGTON COMPANIES MANAGEMENT, LLC added | 60,100 | $28M | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 56,975 | $27M | 0.5% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 53,732 | $25M | 0.5% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 52,999 | $24M | 0.5% | 2026-Q2 |
| Eversept Partners, LP added | 52,523 | $24M | 0.5% | 2026-Q2 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ trimmed | 51,013 | $24M | 0.4% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 51,000 | $24M | 0.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 50,404 | $23M | 0.4% | 2026-Q2 |
| JUPITER ASSET MANAGEMENT LTD trimmed | 48,477 | $23M | 0.4% | 2026-Q2 |
| Mariner, LLC added | 47,510 | $22M | 0.4% | 2026-Q2 |
| Aristotle Capital Boston, LLC trimmed | 44,114 | $21M | 0.4% | 2026-Q2 |
| Candriam S.C.A. trimmed | 41,398 | $19M | 0.4% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 41,048 | $19M | 0.4% | 2026-Q2 |
| ALPS ADVISORS INC added | 40,795 | $19M | 0.4% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 40,056 | $19M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 39,638 | $18M | 0.3% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 39,080 | $18M | 0.3% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 38,865 | $18M | 0.3% | 2026-Q2 |
| LONE PEAK GLOBAL INVESTORS LLC added | 37,099 | $17M | 0.3% | 2026-Q2 |
| Fenimore Asset Management Inc added | 36,528 | $17M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 34,631 | $16M | 0.3% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 34,200 | $16M | 0.3% | 2026-Q2 |
| Nuveen, LLC trimmed | 32,246 | $15M | 0.3% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 31,405 | $15M | 0.3% | 2026-Q2 |
| GABELLI FUNDS LLC trimmed | 30,560 | $14M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 30,135 | $14M | 0.3% | 2026-Q2 |
| DEERFIELD MANAGEMENT COMPANY, L.P. added | 30,000 | $14M | 0.3% | 2026-Q2 |
| FMR LLC added | 29,268 | $14M | 0.3% | 2026-Q2 |
| Cerity Partners LLC added | 28,125 | $13M | 0.2% | 2026-Q2 |
| CABOT WEALTH MANAGEMENT INC trimmed | 26,608 | $12M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 26,220 | $12M | 0.2% | 2026-Q2 |
| Creative Planning added | 25,772 | $12M | 0.2% | 2026-Q2 |
| FIL Ltd | 24,500 | $11M | 0.2% | 2026-Q2 |
| LOOMIS SAYLES & CO L P trimmed | 24,481 | $11M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 24,467 | $11M | 0.2% | 2026-Q2 |
| CIBC Bancorp USA Inc. added | 23,682 | $11M | 0.2% | 2026-Q2 |
| Bahl & Gaynor LLC added | 22,619 | $11M | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 22,325 | $10M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 22,100 | $10M | 0.2% | 2026-Q2 |
| Crawford Fund Management, LLC added | 21,975 | $10M | 0.2% | 2026-Q2 |
| Signal Advisors Wealth, LLC added | 20,565 | $10M | 0.2% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL trimmed | 20,528 | $10M | 0.2% | 2026-Q2 |
| Bridgewater Associates, LP added | 20,399 | $10M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 19,927 | $9M | 0.2% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 19,500 | $9M | 0.2% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 18,829 | $9M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 18,699 | $9M | 0.2% | 2026-Q2 |
| DRH Investments, Inc. trimmed | 18,616 | $9M | 0.2% | 2026-Q2 |
| Public Sector Pension Investment Board added | 18,574 | $9M | 0.2% | 2026-Q2 |
| Trexquant Investment LP trimmed | 18,024 | $8M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 16,747 | $8M | 0.1% | 2026-Q2 |
| TEACHER RETIREMENT SYSTEM OF TEXAS trimmed | 16,548 | $8M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 16,348 | $8M | 0.1% | 2026-Q2 |
| BANK OF NOVA SCOTIA trimmed | 16,300 | $8M | 0.1% | 2026-Q2 |
| Jupiter Topco LLC new | 15,913 | $7M | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 14,521 | $7M | 0.1% | 2026-Q2 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added | 14,273 | $7M | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 14,106 | $7M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 13,926 | $6M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 13,872 | $6M | 0.1% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP trimmed | 13,437 | $6M | 0.1% | 2026-Q2 |
| WORLDQUANT MILLENNIUM ADVISORS LLC added | 13,435 | $6M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 13,382 | $6M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.