Chemed Corp (CHE) shareholders
CHENYSEServices-Home Health Care ServicesFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Oct 29, 2026Score 17/306% above fair value
$550.20−0.42 (-0.08%)
Close on Nov 12, 2026Market cap $7.16BP/E 26.3Yield 0.40%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
14M of 13M shares
Institutional holders
530
103 new, 56 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 15 sales
Net sold $10.33M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 1,409,958 | 9.40% | 13G (passive) amendment | Dec 31, 2023 |
| AQR Capital Management, LLC Joint filing with AQR Capital Management Holdings, LLC (7.25%) | 972,474 | 7.25% | 13G (passive) | Jun 30, 2026 |
| Vanguard Portfolio Management | 817,550 | 5.93% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 744,055 | 5.40% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CHE | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,484,282 | 11.40% | $691.29M | +147,592 | 0.01% |
| Aqr Capital Management LLC | 972,474 | 7.47% | $446.21M | +556,862 | 0.16% |
| Vanguard Portfolio Management LLC | 787,068 | 6.05% | $366.57M | −28,631 | 0.02% |
| Vanguard Capital Management LLC | 604,420 | 4.64% | $281.50M | −31,650 | 0.01% |
| Acadian Asset Management LLC | 453,238 | 3.48% | $211.05M | +146,352 | 0.25% |
| State Street Corp | 444,716 | 3.42% | $207.12M | −17,454 | 0.01% |
| Geode Capital Management, LLC | 413,942 | 3.18% | $192.82M | +2,896 | 0.01% |
| JPMorgan Chase & Co | 403,395 | 3.10% | $185.81M | −97,592 | 0.01% |
| Boston Partners | 280,684 | 2.16% | $130.75M | New | 0.12% |
| Epoch Investment Partners, Inc. | 267,290 | 2.05% | $124.49M | +17,167 | 0.71% |
| Dimensional Fund Advisors LP | 260,561 | 2.00% | $121.35M | +12,711 | 0.02% |
| TD Asset Management Inc | 256,263 | 1.97% | $119.35M | −23,438 | 0.10% |
| River Road Asset Management, LLC | 237,927 | 1.83% | $110.81M | +166,159 | 1.23% |
| Morgan Stanley | 232,302 | 1.78% | $108.19M | +5,253 | 0.01% |
| Fuller & Thaler Asset Management, Inc. | 219,988 | 1.69% | $102.46M | +92,595 | 0.28% |
| First Trust Advisors LP | 219,788 | 1.69% | $102.36M | −16,604 | 0.06% |
| Boston Trust Walden Corp | 201,275 | 1.55% | $93.74M | −3,922 | 0.71% |
| Northern Trust Corp | 199,148 | 1.53% | $92.75M | +24,482 | 0.01% |
| Goldman Sachs Group Inc | 183,938 | 1.41% | $85.67M | +45,939 | 0.01% |
| Charles Schwab Investment Management Inc | 170,358 | 1.31% | $79.34M | +6,354 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 530 | 14M | 100.0% | 103 / 176 | 188 / 56 | 3M | 2M |
| Q1 2026 | 491 | 13M | 100.0% | 54 / 179 | 189 / 71 | 3M | 2M |
| Q4 2025 | 518 | 14M | 100.0% | 71 / 159 | 222 / 67 | 1M | 2M |
| Q3 2025 | 523 | 14M | 100.0% | 68 / 192 | 198 / 80 | 2M | 2M |
| Q2 2025 | 538 | 14M | 100.0% | 61 / 207 | 187 / 73 | 1M | 1M |
| Q1 2025 | 554 | 14M | 100.0% | 87 / 182 | 199 / 53 | 1M | 1M |
| Q4 2024 | 529 | 14M | 100.0% | 63 / 163 | 214 / 57 | 1M | 1M |
| Q3 2024 | 529 | 14M | 100.0% | 69 / 188 | 180 / 50 | 2M | 1M |
| Q2 2024 | 515 | 15M | 100.0% | 64 / 194 | 181 / 52 | 1M | 2M |
| Q1 2024 | 509 | 15M | 100.0% | 65 / 168 | 185 / 54 | 1M | 1M |
| Q4 2023 | 501 | 15M | 100.0% | 82 / 172 | 171 / 30 | 2M | 1M |
| Q3 2023 | 457 | 14M | 100.0% | 39 / 160 | 175 / 42 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
428 funds held CHE in Q2 2026, 53% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of CHE | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 454,441 | 3.49% | $211.65M | 0.17% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 426,035 | 3.27% | $198.42M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 307,739 | 2.36% | $143.33M | 0.08% | Jun 30, 2026 |
| Fullerthaler Behavioral Small Cap Equity | 210,584 | 1.62% | $98.08M | 0.77% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 176,971 | 1.36% | $82.42M | 0.18% | Jun 30, 2026 |
| Disciplined Value Mid Cap Fund | 176,134 | 1.35% | $82.03M | 0.35% | Jun 30, 2026 |
| First Trust SMID Cap Rising Dividend Achievers ETF | 158,302 | 1.22% | $73.73M | 0.65% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 152,207 | 1.17% | $70.89M | 0.07% | Jun 30, 2026 |
| JPMorgan Mid Cap Value Fund | 151,234 | 1.16% | $70.44M | 0.63% | Jun 30, 2026 |
| Invesco S&P MidCap Quality ETF | 110,446 | 0.85% | $58.78M | 1.08% | Jul 31, 2026 |
| AQR Long-Short Equity Fund | 97,263 | 0.75% | $45.30M | 0.58% | Jun 30, 2026 |
| Strategic Advisers U.S. Total Stock Fund | 85,050 | 0.65% | $36.27M | 0.04% | May 31, 2026 |
| Victory Sycamore Small Company Opportunity Fund | 82,000 | 0.63% | $38.19M | 0.81% | Jun 30, 2026 |
| Vanguard Dividend Appreciation Index Fund | 75,100 | 0.58% | $39.97M | 0.03% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 72,721 | 0.56% | $31.01M | 0.07% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Kevin J. McNamara | president and CEO, Director | 82,220 | 0.63% | Nov 5, 2026 |
| Thomas C. Hutton | vice president, Director | 47,836 | 0.37% | Oct 22, 2026 |
| Spencer S. Lee | executive vice president | 13,931 | 0.11% | Nov 3, 2026 |
| Joel L. Wherley | CEO - Vitas Healthcare | 1,181 | 0.01% | Oct 22, 2026 |
| Brian C. Judkins | VP and Chief Legal Officer | 9,222 | 0.07% | Oct 22, 2026 |
| Michael D. Witzeman | VP & Chief Financial Officer | 6,073 | 0.05% | Oct 22, 2026 |
| Nicholas Michael Westfall | Executive Vice President | 0 | – | Feb 5, 2026 |
| Patrick P. Grace | Director | 3,533 | 0.03% | Aug 3, 2026 |
| Andrea R. Lindell | Director | 4,578 | 0.04% | Jun 10, 2026 |
| George J. Walsh Iii | Director | 3,643 | 0.03% | May 29, 2026 |
| Ron DeLyons | Director | 2,052 | 0.02% | May 19, 2026 |
| Christopher J. Heaney | Director | 2,775 | 0.02% | May 19, 2026 |
| John Meredith Mount Jr. | Director | 1,316 | 0.01% | May 19, 2026 |
| Eileen P. McCarthy | Director | 1,241 | 0.01% | May 19, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Kevin J. McNamara president and CEO, Director | Nov 3, 2026 | Sale | −2,000 | $537.90 | $1.08M | 82,220 |
| Spencer S. Lee executive vice president | Nov 2, 2026 | Sale | −920 | $537.17 | $494.20K | 13,931 |
| Spencer S. Lee executive vice president | Sep 30, 2026 | Tax withholding | −11,160 | $508.93 | $5.68M | 14,851 |
| Spencer S. Lee executive vice president | Sep 30, 2026 | Option exercise | +12,099 | $445.35 | $5.39M | 26,011 |
| Kevin J. McNamara president and CEO, Director | Sep 28, 2026 | Sale | −2,000 | $513.45 | $1.03M | 66,418 |
| Thomas C. Hutton vice president, Director | Sep 28, 2026 | Tax withholding | −4,270 | $506.65 | $2.16M | 32,840 |
| Thomas C. Hutton vice president, Director | Sep 28, 2026 | Option exercise | +4,629 | $445.35 | $2.06M | 37,110 |
| Kevin J. McNamara president and CEO, Director | Sep 18, 2026 | Sale | −2,000 | $501.40 | $1.00M | 68,418 |
| Spencer S. Lee executive vice president | Aug 21, 2026 | Sale | −1,000 | $541.04 | $541.04K | 13,912 |
| Kevin J. McNamara president and CEO, Director | Aug 21, 2026 | Sale | −2,000 | $541.16 | $1.08M | 70,418 |
| Brian C. Judkins VP and Chief Legal Officer | Aug 10, 2026 | Option exercise | +6,786 | $445.35 | $3.02M | 9,222 |
| Brian C. Judkins VP and Chief Legal Officer | Aug 10, 2026 | Tax withholding | −5,878 | $548.96 | $3.23M | 3,344 |
| Joel L. Wherley CEO - Vitas Healthcare | Aug 5, 2026 | Tax withholding | −2,270 | $542.62 | $1.23M | 1,181 |
| Joel L. Wherley CEO - Vitas Healthcare | Aug 5, 2026 | Option exercise | +2,599 | $445.35 | $1.16M | 3,451 |
| Kevin J. McNamara president and CEO, Director | Aug 3, 2026 | Sale | −2,000 | $539.51 | $1.08M | 70,418 |
| Kevin J. McNamara president and CEO, Director | Jul 31, 2026 | Tax withholding | −19,802 | $529.22 | $10.48M | 72,418 |
| Kevin J. McNamara president and CEO, Director | Jul 31, 2026 | Option exercise | +2,001 | $445.35 | $891.15K | 92,220 |
| Patrick P. Grace Director | Jul 31, 2026 | Sale | −190 | $532.00 | $101.08K | 3,533 |
| Andrea R. Lindell Director | Jun 9, 2026 | Sale | −1,347 | $447.33 | $602.55K | 4,578 |
| George J. Walsh Iii Director | May 29, 2026 | Sale | −500 | $437.83 | $218.92K | 3,209 |
| Eileen P. McCarthy Director | May 18, 2026 | Award | +386 | $440.77 | $170.14K | 1,241 |
| George J. Walsh Iii Director | May 18, 2026 | Award | +386 | $440.77 | $170.14K | 3,709 |
| Christopher J. Heaney Director | May 18, 2026 | Award | +386 | $440.77 | $170.14K | 2,775 |
| Andrea R. Lindell Director | May 18, 2026 | Award | +386 | $440.77 | $170.14K | 5,925 |
| John Meredith Mount Jr. Director | May 18, 2026 | Award | +386 | $440.77 | $170.14K | 1,316 |
| Patrick P. Grace Director | May 18, 2026 | Award | +386 | $440.77 | $170.14K | 3,723 |
| Ron DeLyons Director | May 18, 2026 | Award | +386 | $440.77 | $170.14K | 2,052 |
| Patrick P. Grace Director | May 8, 2026 | Sale | −60 | $425.78 | $25.55K | 3,337 |
| Kevin J. McNamara president and CEO, Director | May 1, 2026 | Sale | −2,000 | $421.13 | $842.26K | 90,219 |
| Kevin J. McNamara president and CEO, Director | Mar 27, 2026 | Sale | −1,500 | $369.37 | $554.06K | 92,219 |
| Kevin J. McNamara president and CEO, Director | Mar 12, 2026 | Sale | −2,000 | $403.18 | $806.36K | 93,719 |
| Thomas C. Hutton vice president, Director | Feb 13, 2026 | Tax withholding | −72 | $469.56 | $33.81K | 32,481 |
| Thomas C. Hutton vice president, Director | Feb 13, 2026 | Option exercise | +0 | $469.56 | $0 | 32,553 |
| Thomas C. Hutton vice president, Director | Feb 13, 2026 | Option exercise | +199 | $469.56 | $93.44K | 32,553 |
| Michael D. Witzeman VP & Chief Financial Officer | Feb 13, 2026 | Option exercise | +413 | $469.56 | $193.93K | 6,073 |
| Michael D. Witzeman VP & Chief Financial Officer | Feb 13, 2026 | Option exercise | +0 | $469.56 | $0 | 6,073 |
| Michael D. Witzeman VP & Chief Financial Officer | Feb 13, 2026 | Tax withholding | −120 | $469.56 | $56.35K | 5,953 |
| Joel L. Wherley CEO - Vitas Healthcare | Feb 13, 2026 | Option exercise | +0 | $469.56 | $0 | 932 |
| Joel L. Wherley CEO - Vitas Healthcare | Feb 13, 2026 | Option exercise | +273 | $469.56 | $128.19K | 932 |
| Joel L. Wherley CEO - Vitas Healthcare | Feb 13, 2026 | Tax withholding | −80 | $469.56 | $37.56K | 852 |
| Spencer S. Lee executive vice president | Feb 13, 2026 | Option exercise | +499 | $469.56 | $234.31K | 15,066 |
| Spencer S. Lee executive vice president | Feb 13, 2026 | Option exercise | +0 | $469.56 | $0 | 15,066 |
| Spencer S. Lee executive vice president | Feb 13, 2026 | Tax withholding | −154 | $469.56 | $72.31K | 14,912 |
| Kevin J. McNamara president and CEO, Director | Feb 13, 2026 | Tax withholding | −1,192 | $469.56 | $559.72K | 95,719 |
| Kevin J. McNamara president and CEO, Director | Feb 13, 2026 | Option exercise | +0 | $469.56 | $0 | 96,911 |
| Kevin J. McNamara president and CEO, Director | Feb 13, 2026 | Option exercise | +2,714 | $469.56 | $1.27M | 96,911 |
| Brian C. Judkins VP and Chief Legal Officer | Feb 13, 2026 | Option exercise | +351 | $469.56 | $164.82K | 2,538 |
| Brian C. Judkins VP and Chief Legal Officer | Feb 13, 2026 | Tax withholding | −102 | $469.56 | $47.90K | 2,436 |
| Brian C. Judkins VP and Chief Legal Officer | Feb 13, 2026 | Option exercise | +0 | $469.56 | $0 | 2,538 |
| Andrea R. Lindell Director | Dec 26, 2025 | Gift | −463 | – | – | 5,539 |
| Kevin J. McNamara president and CEO, Director | Nov 24, 2025 | Sale | −2,000 | $437.55 | $875.10K | 94,197 |
| Spencer S. Lee executive vice president | Nov 19, 2025 | Gift | −60 | – | – | 14,567 |
| Kevin J. McNamara president and CEO, Director | Sep 26, 2025 | Sale | −3,000 | $461.28 | $1.38M | 96,197 |
| Patrick P. Grace Director | Sep 9, 2025 | Sale | −150 | $463.39 | $69.51K | 3,397 |
| Kevin J. McNamara president and CEO, Director | Aug 5, 2025 | Sale | −2,000 | $428.55 | $857.10K | 99,197 |
| George J. Walsh Iii Director | Aug 4, 2025 | Buy | +200 | $417.10 | $83.42K | 3,523 |
| Nicholas Michael Westfall Executive Vice President | Aug 4, 2025 | Sale | −10,012 | $421.91 | $4.22M | 0 |
| Andrea R. Lindell Director | May 19, 2025 | Award | +277 | $579.04 | $160.39K | 6,002 |
| Eileen P. McCarthy Director | May 19, 2025 | Award | +277 | $579.04 | $160.39K | 855 |
| George J. Walsh Iii Director | May 19, 2025 | Award | +277 | $579.04 | $160.39K | 3,323 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
6.20%
1M shares short
Days to cover
5.0
At 0M shares a day
Change since last report
+16.0%
From 1M shares
Short volume, 20 days
61.8%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Chemed's stock actually held short. Settlement fails (shares not delivered on time) peaked at 3,785 shares on Oct 14, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Kevin J. McNamara Officer/Director | Nov 3, 2026 | 2,000 | $1.08M | Nov 3, 2026 | Stock Award |
| Kevin J. McNamara Officer | Sep 28, 2026 | 2,000 | $1.07M | Sep 28, 2026 | Stock Awared |
| Kevin J. McNamara Officer | Sep 24, 2026 | 2,000 | $998.00K | Sep 18, 2026 | Stock Award |
| Kevin J. McNamara Officer | Aug 21, 2026 | 2,000 | $1.08M | Aug 21, 2026 | Stock Award |
| Kevin J. McNamara Officer | Aug 3, 2026 | 2,000 | $1.06M | Aug 3, 2026 | Stock Award |
| Patrick P. Grace Director | Jul 31, 2026 | 223 | $119.26K | Jul 31, 2026 | Director Compensation |
| Patrick P. Grace Director | May 8, 2026 | 70 | $29.81K | May 8, 2026 | Executive Compensation |
| Kevin J. McNamara Officer | May 1, 2026 | 1,000 | $420.00K | May 1, 2026 | Stock Award |
| Kevin J. McNamara OFFICER | May 1, 2026 | 1,000 | $419.85K | May 1, 2026 | Stock Award |
| Kevin J. McNamara Officer | Mar 27, 2026 | 1,500 | $558.86K | Mar 27, 2026 | Stock Award |
| Kevin J. McNamara Officer | Mar 12, 2026 | 1,000 | $403.82K | Mar 12, 2026 | Stock Award |
| Kevin J. McNamara Officer, Director | Mar 12, 2026 | 1,000 | $404.79K | Mar 12, 2026 | STOCK AWARD |
| Nicholas Michael Westfall former officer | Dec 11, 2025 | 942 | $405.65K | Dec 11, 2025 | private transaction |
| Kevin J. McNamara Officer, Director | Nov 24, 2025 | 2,000 | $876.00K | Nov 24, 2025 | Stock Award |
| Kevin J. McNamara Officer | Sep 29, 2025 | 2,000 | $857.11K | Sep 26, 2025 | Stock Award |
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