Wellington Group (CAH) discloses 6.34% beneficial stake in Cardinal Health
Rhea-AI Filing Summary
Wellington Management Group LLP and affiliated entities report beneficial ownership of Cardinal Health, Inc. common stock on a Schedule 13G. As of June 30, 2026, they collectively report 14,860,271 shares beneficially owned, representing 6.34% of the common stock class.
The filing shows 0 shares with sole voting or dispositive power and shared voting power over 14,221,140 shares, with shared dispositive power over 14,860,271 shares. The securities are held of record by clients of various Wellington investment advisers, which are controlled through a chain of holding companies up to Wellington Management Group LLP, rather than being owned directly by Wellington itself.
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Key Figures
Beneficially owned shares: 14,860,271 shares
Percent of class: 6.34 %
Shared voting power: 14,221,140 shares
+3 more
6 metrics
Beneficially owned shares
14,860,271 shares
Cardinal Health common stock beneficially owned by Wellington entities
Percent of class
6.34 %
Portion of Cardinal Health common stock class reported as beneficially owned
Shared voting power
14,221,140 shares
Shares of Cardinal Health over which Wellington reports shared voting power
Shared dispositive power
14,860,271 shares
Shares of Cardinal Health over which Wellington reports shared dispositive power
Sole voting power
0 shares
Cardinal Health shares with sole voting power reported by Wellington
Sole dispositive power
0 shares
Cardinal Health shares with sole dispositive power reported by Wellington
Key Terms
beneficially owned, shared voting power, shared dispositive power, investment advisers, +1 more
5 terms
beneficially owned financial
"Amount beneficially owned: See the responses to Item 9 on the attached cover pages."
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
investment advisers financial
"The securities as to which this Schedule is filed are owned of record by clients of one or more investment advisers"
parent holding company financial
"The securities as to which this Schedule is filed by Wellington Management Group LLP, as parent holding company"
FAQ
What ownership stake in Cardinal Health (CAH) does Wellington report on this Schedule 13G?
Wellington and affiliated entities report beneficial ownership of 14,860,271 shares of Cardinal Health common stock, representing 6.34% of the outstanding class. This makes Wellington a significant institutional holder above the 5% reporting threshold.
Does any single Wellington client hold more than 5% of Cardinal Health (CAH)?
No. The filing states that no client is known to have the right to receive dividends or sale proceeds with respect to more than 5% of this class. The 6.34% interest is spread across multiple advisory clients.
Which Wellington entities are listed as reporting persons for the Cardinal Health (CAH) stake?
The reporting persons are Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP. Each reports shared voting and dispositive powers over Cardinal Health common stock.
AI-generated analysis. How Rhea-AI works. Not financial advice.