13 institutions reported holding $3.7M of CHEMED CORP NEW (CHE) in SEC 13F filings for 2026-06-30. Largest institutional holders: TRUST POINT INC. ($984,574), Hennion & Walsh Asset Management, Inc. ($715,842), First Heartland Consultants, Inc. ($653,914), Central Pacific Bank - Trust Division ($382,373), Sunburst Financial Group, LLC ($378,231). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TRUST POINT INC. | $984,574 | 2,114 | Trimmed |
| 2 | Hennion & Walsh Asset Management, Inc. | $715,842 | 1,537 | Trimmed |
| 3 | First Heartland Consultants, Inc. | $653,914 | 1,404 | Added |
| 4 | Central Pacific Bank - Trust Division | $382,373 | 821 | Trimmed |
| 5 | Sunburst Financial Group, LLC | $378,231 | 812 | Added |
| 6 | GAMMA Investing LLC | $288,759 | 620 | Added |
| 7 | Somerset Trust Co | $228,213 | 490 | New |
| 8 | MassMutual Private Wealth & Trust, FSB | $37,725 | 81 | Added |
| 9 | Versant Capital Management, Inc | $35,396 | 76 | Added |
| 10 | Retirement Wealth Solutions LLC | $9,832 | 21 | Hold |
| 11 | ELEVATION WEALTH PARTNERS, LLC | $3,261 | 7 | New |
| 12 | CX Institutional | $2,000 | 4 | Hold |
| 13 | CoreCap Advisors, LLC | $1,863 | 4 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30