Stock ownership · SEC 13F · Q4 2025

MCDONALDS CORP

Institutional ownership of MCDONALDS CORP (CUSIP 580135101) - who holds it, how concentrated it is, and what moved last quarter.

$132.4M
Reported value
21
Institutions
93%
Top-5 share

The verdict

MCDONALDS CORP is a broadly held institutional position - 21 institutions report $132.4M in positions as of Q4 2025, with ownership heavily concentrated in a handful of holders.

21
institutions hold it
$132.4M
reported 13F value
93%
held by top 5
#71
of 216 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How to read this page

This page summarizes how large institutional investment managers report holding this security in their quarterly SEC Form 13F-HR filings. A 13F filing is a mandatory disclosure that any manager with at least $100 million in qualifying US-listed equity assets must submit to the Securities and Exchange Commission within 45 days of the end of each calendar quarter. The figures here therefore describe long equity positions as of a specific reporting quarter, not live market quotes, and not a manager's complete book. 13F disclosures deliberately exclude short positions, cash, most derivatives, non-US listings, and small holdings, so the institutional ownership shown is a floor rather than a full picture. "Holders" counts the distinct managers reporting a position; "reported value" sums the market value those managers disclosed; and "top-5 concentration" measures how much of that reported value sits with the five largest holders. Use these numbers to understand institutional interest and how it shifts quarter over quarter, never as a recommendation to buy or sell. Every figure is rendered directly from the underlying filings and can be verified against the original documents on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.

Reported value

$132.4M

Institutional 13F value

Institutions

21

Reporting holders

Top-5 concentration

93%

Held by 5 largest

New buyers

18

Opened Q4 2025

Broadly held Concentrated ownership

Top-5 holder concentration

0%100%93%
Top-5 holder concentration
Share of reported value held by the 5 largest institutions · Q4 2025
Ownership breadth 84.0%

MCDONALDS CORP is more widely held than about 84% of the broadly-held stocks we track (by number of reporting institutions), as of Q4 2025.

Largest institutional holders of MCDONALDS CORP
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a MCDONALDS CORP position has risen from 20 to 21 over the last 8 quarters of 13F filings.

1020304050 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 21
Distinct 13F filers holding MCDONALDS CORP, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 MARINER INVESTMENT GROUP LLC 163,000 $49.8M 37.6%
2 Pacer Advisors, Inc. 119,798 $36.6M 27.7%
3 Banque Transatlantique SA 90,191 $27.6M 20.8%
4 MidFirst Bank 14,874 $4.5M 3.4%
5 Anchor Investment Management, LLC 14,832 $4.5M 3.4%
6 J. Stern & Co. LLP 2,541,008 $2.5M 1.9%
7 GROUPAMA ASSET MANAGMENT 6,923 $2.1M 1.6%
8 Investment Insight Wealth Management, LLC 5,452 $1.7M 1.3%
9 FLOYD FINANCIAL GROUP LLC 2,159 $711K 0.5%
10 Astoria Portfolio Advisors LLC. 1,842 $616K 0.5%
11 DGS Capital Management, LLC 1,475 $451K 0.3%
12 Westshore Wealth, LLC 1,225 $374K 0.3%
13 OakTrust Wealth Advisors, LLC 680 $208K 0.2%
14 INSTRUMENTAL WEALTH, LLC 613 $205K 0.2%
15 Compass Financial Services Inc 475 $145K 0.1%
16 Bell Investment Advisors, Inc 337 $103K 0.1%
17 TD Capital Management LLC 204 $62K 0.0%
18 Nolet Wealth Management, LLC 160 $49K 0.0%
19 CHELSEA COUNSEL CO 125 $38K 0.0%
20 Strategic Investment Solutions, Inc. /IL 38 $12K 0.0%
21 SG Trading Solutions, LLC 3,407 $1K 0.0%

Latest Quarter Activity · Q4 2025

What the data says about MCDONALDS CORP

A few large holders dominate this stock’s institutional float.

  • See how MCDONALDS CORP's holder count and reported value have shifted quarter over quarter. Biggest movers
  • Check where this stock ranks among the most widely held names before treating one position as a signal. Most-held stocks
  • Review the gaps in 13F reporting before drawing conclusions from it. 13F limitations

Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.

Frequently Asked Questions

How many institutions hold MCDONALDS CORP?
MCDONALDS CORP is held by 21 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of MCDONALDS CORP?
Institutions report $132.4M of MCDONALDS CORP as of Q4 2025.
How concentrated is ownership of MCDONALDS CORP?
The top five institutional holders account for 93% of the reported institutional value in MCDONALDS CORP, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of MCDONALDS CORP?
MARINER INVESTMENT GROUP LLC is the largest reported holder of MCDONALDS CORP with $49.8M across 163,000 shares as of Q4 2025.
Where does this MCDONALDS CORP data come from?
Every figure is rendered live from SEC Form 13F-HR filings in the EDGAR system. 13F is a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of each quarter-end.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.