STOCK TITAN

Wellington Group (CAH) discloses 6.34% beneficial stake in Cardinal Health

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Form Type
SCHEDULE 13G

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.

Positive

  • None.

Negative

  • None.
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
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.
shared voting power financial
"Shared Voting Power 14,221,140.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive power financial
"Shared Dispositive Power 14,860,271.00"
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.

How much voting power does Wellington have over Cardinal Health (CAH) shares?

Wellington reports 0 shares with sole voting power and 14,221,140 shares with shared voting power. Voting authority is shared because the shares are held for multiple advisory clients rather than owned directly by Wellington entities.

Who actually owns the Cardinal Health (CAH) shares reported by Wellington?

The Cardinal Health shares are owned of record by clients of the Wellington investment advisers. Those clients have the right to receive dividends and sale proceeds; Wellington reports beneficial ownership through its advisory and holding-company structure.

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.

What level of dispositive power does Wellington report over Cardinal Health (CAH) shares?

Wellington reports 0 shares with sole dispositive power and 14,860,271 shares with shared dispositive power. This means decisions to sell or otherwise dispose of these shares are made on a shared basis for advisory clients.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates





14149Y108

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Group Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Investment Advisors Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Management Company LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026