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

According to SEC Form 13F-HR filings in this corpus, MCDONALDS CORP ranks #104 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 21 institutions report $132.4M 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
#104
of 775 by value

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

According to SEC Form 13F-HR filings in this corpus, MCDONALDS CORP ranks #104 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 580135101 · Q4 2025 $132M reported

VALUE-HEAVY · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-HOT · BOOK-FULL

  • VALUE-HEAVY #104/775
  • HOLDERS-NARROW 21 filers
  • CONC-DOM 93% top-5
  • PHOTO-FINISH PROCTER & GAMBLE
  • ACTIVITY-HOT 18 new
  • BOOK-FULL 8Q history

Photo-finish peer on reported value: PROCTER & GAMBLE CO

Read with: Ownership concentration guide - MCDONALDS CORP's top-five holders account for 93% of reported value — read concentration before treating any single filer as a signal.

Reported-value neighbourhood · MCDONALDS CORP

Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.

BEST BUY · near$134MANSYS · near$133MPROCTER & GAMBLE · near$133MMCDONALDS · this stock$132MINTEL · near$130M
Aggregate reported institutional value ($)

MCDONALDS CORP vs. the broadly-held institutional universe

Where this security's reporting-institution count sits among tracked 13F securities

21 Top 16% higher than 84% of 216 securities

Broadly-held tracked securities, banded by reporting-institution count

Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.

Source SEC Form 13F-HR filings · Q4 2025

Largest institutional holders of MCDONALDS CORP
  1. 1
    MARINER INVESTMENT GROUP LLC $49.8M
  2. 2
    Pacer Advisors, Inc. $36.6M
  3. 3
    Banque Transatlantique SA $27.6M
  4. 4
    MidFirst Bank $4.5M
  5. 5
    Anchor Investment Management, LLC $4.5M
  6. 6
    J. Stern & Co. LLP $2.5M

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%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among MCDONALDS CORP's reported holders for Q4 2025, by reported value:

Shared-defined discretion (DFND)
58.7%
Sole discretion (SOLE)
41.3%

Latest Quarter Activity · Q4 2025

New positions (18)

MARINER INVESTMENT GROUP LLC $49.8M
Pacer Advisors, Inc. $36.6M
Banque Transatlantique SA $27.6M
MidFirst Bank $4.5M
Anchor Investment Management, LLC $4.5M
J. Stern & Co. LLP $2.5M

Complete exits (31)

CIBC Bancorp USA Inc. exited
Kimelman & Baird, LLC exited
CIBC Private Wealth Group LLC exited
Asset Dedication, LLC exited
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited
Court Place Advisors, LLC exited

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.
Where does MCDONALDS CORP sit among tracked securities?▼
According to SEC Form 13F-HR filings in this corpus, MCDONALDS CORP ranks #104 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
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.

Nationwide stocks with similar institutional value or holder count

Two 13F-derived peer sets for MCDONALDS CORP: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.

Similar reported value

Nearest stocks by aggregate 13F reported value ($132.4M here).

PROCTER & GAMBLE CO $132.7M ANSYS INC $133.4M BEST BUY INC $134.1M INTEL CORP $129.8M

Similar holder count

Nearest stocks by number of disclosing 13F holders (21 here).

ABBVIE INC 21 CISCO SYS INC 21 ORACLE CORP 21 CATERPILLAR INC 22

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.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.