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Institutional Ownership · SEC Form 13F

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.

490
Institutional holders
12M
Shares held (tracked funds)

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.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added1,484,282$691M12.8%2026-Q2
AQR CAPITAL MANAGEMENT LLC added972,474$446M8.3%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC trimmed787,068$367M6.8%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC trimmed604,420$282M5.2%2026-Q2
STATE STREET CORP trimmed444,716$207M3.8%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added413,942$193M3.6%2026-Q2
JPMORGAN CHASE & CO trimmed403,395$186M3.4%2026-Q2
Boston Partners added280,684$131M2.4%2026-Q2
Epoch Investment Partners, Inc. added267,290$124M2.3%2026-Q2
DIMENSIONAL FUND ADVISORS LP added260,561$121M2.3%2026-Q2
TD Asset Management Inc trimmed256,263$119M2.2%2026-Q2
River Road Asset Management, LLC added237,927$111M2.1%2026-Q2
MORGAN STANLEY added232,302$108M2.0%2026-Q2
FULLER & THALER ASSET MANAGEMENT, INC. added219,988$102M1.9%2026-Q2
FIRST TRUST ADVISORS LP trimmed219,788$102M1.9%2026-Q2
Boston Trust Walden Corp trimmed201,275$94M1.7%2026-Q2
NORTHERN TRUST CORP added199,148$93M1.7%2026-Q2
GOLDMAN SACHS GROUP INC added183,938$86M1.6%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added170,358$79M1.5%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added166,149$77M1.4%2026-Q2
NORGES BANK trimmed163,404$76M1.4%2026-Q2
Invesco Ltd. added150,368$70M1.3%2026-Q2
Copeland Capital Management, LLC trimmed145,007$68M1.3%2026-Q2
VICTORY CAPITAL MANAGEMENT INC trimmed119,717$56M1.0%2026-Q2
UBS Group AG trimmed106,497$50M0.9%2026-Q2
BANK OF AMERICA CORP /DE/ added103,610$48M0.9%2026-Q2
Caisse de depot et placement du Quebec trimmed95,136$44M0.8%2026-Q2
Bank of New York Mellon Corp trimmed94,045$44M0.8%2026-Q2
Gotham Asset Management, LLC added93,085$43M0.8%2026-Q2
Allspring Global Investments Holdings, LLC trimmed92,737$45M0.8%2026-Q2
VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed91,789$43M0.8%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added91,254$43M0.8%2026-Q2
FRONTIER CAPITAL MANAGEMENT CO LLC added90,567$42M0.8%2026-Q2
VANGUARD FIDUCIARY TRUST CO trimmed83,961$39M0.7%2026-Q2
Point72 Asset Management, L.P. trimmed74,460$35M0.6%2026-Q2
ProShare Advisors LLC added70,761$33M0.6%2026-Q2
Aptus Capital Advisors, LLC added64,080$30M0.6%2026-Q2
BARINGTON COMPANIES MANAGEMENT, LLC added60,100$28M0.5%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed56,975$27M0.5%2026-Q2
SEI INVESTMENTS CO trimmed53,732$25M0.5%2026-Q2
Russell Investments Group, Ltd. added52,999$24M0.5%2026-Q2
Eversept Partners, LP added52,523$24M0.5%2026-Q2
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ trimmed51,013$24M0.4%2026-Q2
RHUMBLINE ADVISERS trimmed51,000$24M0.4%2026-Q2
MILLENNIUM MANAGEMENT LLC trimmed50,404$23M0.4%2026-Q2
JUPITER ASSET MANAGEMENT LTD trimmed48,477$23M0.4%2026-Q2
Mariner, LLC added47,510$22M0.4%2026-Q2
Aristotle Capital Boston, LLC trimmed44,114$21M0.4%2026-Q2
Candriam S.C.A. trimmed41,398$19M0.4%2026-Q2
Integrated Wealth Concepts LLC added41,048$19M0.4%2026-Q2
ALPS ADVISORS INC added40,795$19M0.4%2026-Q2
BALYASNY ASSET MANAGEMENT L.P. added40,056$19M0.3%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed39,638$18M0.3%2026-Q2
RENAISSANCE TECHNOLOGIES LLC added39,080$18M0.3%2026-Q2
PANAGORA ASSET MANAGEMENT INC added38,865$18M0.3%2026-Q2
LONE PEAK GLOBAL INVESTORS LLC added37,099$17M0.3%2026-Q2
Fenimore Asset Management Inc added36,528$17M0.3%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed34,631$16M0.3%2026-Q2
Retirement Systems of Alabama trimmed34,200$16M0.3%2026-Q2
Nuveen, LLC trimmed32,246$15M0.3%2026-Q2
Qube Research & Technologies Ltd added31,405$15M0.3%2026-Q2
GABELLI FUNDS LLC trimmed30,560$14M0.3%2026-Q2
PRINCIPAL FINANCIAL GROUP INC trimmed30,135$14M0.3%2026-Q2
DEERFIELD MANAGEMENT COMPANY, L.P. added30,000$14M0.3%2026-Q2
FMR LLC added29,268$14M0.3%2026-Q2
Cerity Partners LLC added28,125$13M0.2%2026-Q2
CABOT WEALTH MANAGEMENT INC trimmed26,608$12M0.2%2026-Q2
Swiss National Bank trimmed26,220$12M0.2%2026-Q2
Creative Planning added25,772$12M0.2%2026-Q2
FIL Ltd24,500$11M0.2%2026-Q2
LOOMIS SAYLES & CO L P trimmed24,481$11M0.2%2026-Q2
California Public Employees Retirement System trimmed24,467$11M0.2%2026-Q2
CIBC Bancorp USA Inc. added23,682$11M0.2%2026-Q2
Bahl & Gaynor LLC added22,619$11M0.2%2026-Q2
TWO SIGMA INVESTMENTS, LP trimmed22,325$10M0.2%2026-Q2
WELLS FARGO & COMPANY/MN trimmed22,100$10M0.2%2026-Q2
Crawford Fund Management, LLC added21,975$10M0.2%2026-Q2
Signal Advisors Wealth, LLC added20,565$10M0.2%2026-Q2
GAMCO INVESTORS, INC. ET AL trimmed20,528$10M0.2%2026-Q2
Bridgewater Associates, LP added20,399$10M0.2%2026-Q2
Legal & General Group Plc trimmed19,927$9M0.2%2026-Q2
IEQ CAPITAL, LLC added19,500$9M0.2%2026-Q2
MACKENZIE FINANCIAL CORP added18,829$9M0.2%2026-Q2
CAPTRUST FINANCIAL ADVISORS added18,699$9M0.2%2026-Q2
DRH Investments, Inc. trimmed18,616$9M0.2%2026-Q2
Public Sector Pension Investment Board added18,574$9M0.2%2026-Q2
Trexquant Investment LP trimmed18,024$8M0.2%2026-Q2
DEUTSCHE BANK AG\ added16,747$8M0.1%2026-Q2
TEACHER RETIREMENT SYSTEM OF TEXAS trimmed16,548$8M0.1%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed16,348$8M0.1%2026-Q2
BANK OF NOVA SCOTIA trimmed16,300$8M0.1%2026-Q2
Jupiter Topco LLC new15,913$7M0.1%2026-Q2
OPPENHEIMER & CO INC added14,521$7M0.1%2026-Q2
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added14,273$7M0.1%2026-Q2
BARCLAYS PLC trimmed14,106$7M0.1%2026-Q2
FIFTH THIRD BANCORP added13,926$6M0.1%2026-Q2
CITIGROUP INC added13,872$6M0.1%2026-Q2
VAN ECK ASSOCIATES CORP trimmed13,437$6M0.1%2026-Q2
WORLDQUANT MILLENNIUM ADVISORS LLC added13,435$6M0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd added13,382$6M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership