SEC ownership of HENRY SCHEIN INC
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001000228.
- CIK
- 0001000228
- Symbol
- HSIC on Nasdaq
- Location
- Melville, NY
- Parsed ownership evidence
- 13D/G, 3/4/5, and 13F
- Lead holder
- KKR Hawaii Aggregator L.P.
- 13D/G signal
- KKR Hawaii Aggregator L.P.
- Latest evidence date
- 26 May 2026
Ownership snapshot
Top shareholders of HENRY SCHEIN INC (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with the largest verified stakes, then open the linked filing trail.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| KKR Hawaii Aggregator L.P. |
13D/G
3/4/5
KKR Group Partnership L.P. · 10%+ Owner
|
16%
|
$1,418,882,123
18,853,071 shares
|
+$69,143,093 | 09 Mar 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13D/G
13F
Vanguard Capital Management · Company
|
6.4%
|
$538,206,042
7,302,660 shares
|
$0 | 31 Mar 2026 |
| BlackRock, Inc. |
13F
13D/G
Company
|
6.1%
from 13D/G
|
$517,594,312
7,022,989 shares
|
— | 31 Mar 2026 |
| JPMORGAN CHASE & CO |
13D/G
13F
Company
|
4.4%
|
$354,764,442
5,345,253 shares
|
-$61,716,069 | 30 Sep 2025 |
| KKR Hawaii Holdings L.P. |
3/4/5
10%+ Owner
|
13%
|
$1,075,477,624
15,263,662 shares
|
— | 14 Aug 2025 |
| Stanley M. Bergman) |
3/4/5
Former Director
|
0.56%
|
$47,398,237
643,124 shares
|
-$7,544,686 | 26 May 2026 |
| MH Sub I, LLC |
3/4/5
10%+ Owner
|
0.34%
|
$25,721,745
388,370 shares
|
— | 14 May 2025 |
| Andrea Albertini) |
3/4/5
CEO, Global Dist. & Tech.
|
0.11%
|
$9,832,695
120,691 shares
|
— | 16 Mar 2026 |
| Michael S. Ettinger) |
3/4/5
EVP & Chief Operating Officer
|
0.1%
|
$9,158,693
112,418 shares
|
— | 16 Mar 2026 |
| Mark E. Mlotek) |
3/4/5
EVP, Chief Strategic Officer
|
0.1%
|
$8,951,433
109,874 shares
|
-$478,740 | 16 Mar 2026 |
| Ronald N. South) |
3/4/5
SVP & Chief Financial Officer
|
0.08%
|
$7,245,127
88,930 shares
|
— | 16 Mar 2026 |
| Thomas C. Popeck) |
3/4/5
CEO, Henry Schein Products
|
0.08%
|
$6,273,187
86,182 shares
|
-$98,630 | 19 Mar 2026 |
| Bradley T. Sheares) |
3/4/5
Director
|
0.04%
|
$3,584,106
47,623 shares
|
— | 06 Mar 2026 |
| Carol Raphael) |
3/4/5
Director
|
0.03%
|
$2,417,419
33,538 shares
|
— | 21 May 2025 |
| Joseph L. Herring) |
3/4/5
Director
|
0.03%
|
$2,282,259
30,325 shares
|
— | 06 Mar 2026 |
| William K. Daniel) |
3/4/5
Director
|
0.02%
|
$1,783,696
25,426 shares
|
+$1,362,700 | 11 May 2026 |
| Philip A. Laskawy) |
3/4/5
Director
|
0.02%
|
$1,846,729
24,538 shares
|
-$228,544 | 06 Mar 2026 |
| Anne H. Margulies) |
3/4/5
Director
|
0.02%
|
$1,742,494
23,153 shares
|
— | 06 Mar 2026 |
| Christine Zayak Sheehy) |
3/4/5
SVP, Chief Human Res. Officer
|
0.02%
|
$1,503,447
18,454 shares
|
— | 16 Mar 2026 |
| Deborah Derby) |
3/4/5
Director
|
0.01%
|
$1,193,096
15,853 shares
|
— | 06 Mar 2026 |
| Kurt P. Kuehn) |
3/4/5
Director
|
0.01%
|
$1,217,578
15,420 shares
|
-$224,565 | 10 Mar 2026 |
| Mohamad Ali) |
3/4/5
Director
|
0.01%
|
$1,134,544
15,075 shares
|
— | 06 Mar 2026 |
| Reed V Tuckson) |
3/4/5
Director
|
0.01%
|
$942,255
12,520 shares
|
— | 06 Mar 2026 |
| Scott P. Serota) |
3/4/5
Director
|
0.01%
|
$887,315
11,790 shares
|
— | 06 Mar 2026 |
| Carole T. Faig) |
3/4/5
Director
|
0.01%
|
$603,961
8,025 shares
|
— | 06 Mar 2026 |
| Robert J. Hombach |
3/4/5
Director
|
0%
|
$407,984
5,421 shares
|
— | 06 Mar 2026 |
| Kohlberg Kravis Roberts & Co. L.P. |
13F
Company
|
14%
|
$1,153,554,758
15,652,032 shares
|
— | 31 Mar 2026 |
| Artisan Partners Limited Partnership |
13F
Company
|
5.7%
|
$484,431,795
6,573,023 shares
|
— | 31 Mar 2026 |
| FMR LLC |
13F
Company
|
5%
|
$421,722,409
5,722,149 shares
|
— | 31 Mar 2026 |
| Invesco Ltd. |
13F
Company
|
4.3%
|
$360,133,798
4,886,483 shares
|
— | 31 Mar 2026 |
| STATE STREET CORP |
13F
Company
|
3.8%
|
$322,730,900
4,378,981 shares
|
— | 31 Mar 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13F
Company
|
3.7%
|
$309,165,604
4,194,920 shares
|
— | 31 Mar 2026 |
| AMERICAN CENTURY COMPANIES INC |
13F
Company
|
3.1%
|
$264,904,349
3,594,359 shares
|
— | 31 Mar 2026 |
| Palestra Capital Management LLC |
13F
Company
|
3%
|
$251,513,558
3,412,667 shares
|
— | 31 Mar 2026 |
| Southpoint Capital Advisors LP |
13F
Company
|
2.8%
|
$235,840,000
3,200,000 shares
|
— | 31 Mar 2026 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
2.5%
|
$211,733,976
2,873,004 shares
|
— | 31 Mar 2026 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
2.4%
|
$203,827,484
2,770,250 shares
|
— | 31 Mar 2026 |
| BANK OF MONTREAL /CAN/ |
13F
Company
|
1.8%
|
$150,640,590
2,043,970 shares
|
— | 31 Mar 2026 |
| FIDUCIARY MANAGEMENT INC /WI/ |
13F
Company
|
1.7%
|
$144,015,917
1,954,083 shares
|
— | 31 Mar 2026 |
| AMERIPRISE FINANCIAL INC |
13F
Company
|
1.6%
|
$133,684,991
1,813,897 shares
|
— | 31 Mar 2026 |
| LYRICAL ASSET MANAGEMENT LP |
13F
Company
|
1.3%
|
$113,825,375
1,544,442 shares
|
— | 31 Mar 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
Company
|
1.3%
|
$110,095,789
1,514,385 shares
|
— | 31 Mar 2026 |
| MORGAN STANLEY |
13F
Company
|
1.2%
|
$105,147,788
1,426,698 shares
|
— | 31 Mar 2026 |
| Swedbank AB |
13F
Company
|
1.1%
|
$96,607,582
1,310,822 shares
|
— | 31 Mar 2026 |
| M.D. Sass, LLC |
13F
Company
|
1.1%
|
$93,843,389
1,273,316 shares
|
— | 31 Mar 2026 |
| SNYDER CAPITAL MANAGEMENT L P |
13F
Company
|
1.1%
|
$93,511,223
1,268,809 shares
|
— | 31 Mar 2026 |
| BANK OF AMERICA CORP /DE/ |
13F
Company
|
1.1%
|
$90,030,814
1,221,585 shares
|
— | 31 Mar 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
Company
|
0.92%
|
$78,086,329
1,059,516 shares
|
— | 31 Mar 2026 |
| UBS Group AG |
13F
Company
|
0.92%
|
$77,787,845
1,055,466 shares
|
— | 31 Mar 2026 |
| NORTHERN TRUST CORP |
13F
Company
|
0.87%
|
$73,219,992
993,487 shares
|
— | 31 Mar 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$7,212,465.
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 10,000 | 56,780 | $691,900 | $4,592,833 | -$3,900,933 |
| 3-6 | 0 | 49,131 | $0 | $3,982,333 | -$3,982,333 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 10,000 | 0 | $670,800 | $0 | +$670,800 |
HENRY SCHEIN INC executives and other stock owners filed with the SEC include:
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| KKR Hawaii Holdings L.P. | 10%+ Owner | $1,075,477,624 | Mixed | 14 Aug 2025 | ||
| Stanley M. Bergman) | Former Director | $47,398,237 | -$7,544,686 | -14% | Median | 26 May 2026 |
| KKR Group Partnership L.P. | 10%+ Owner | $25,721,745 | Mixed | 06 Mar 2026 | ||
| MH Sub I, LLC | 10%+ Owner | $25,721,745 | Mixed | 14 May 2025 | ||
| KKR Hawaii Aggregator L.P. | 10%+ Owner | $25,721,745 | Mixed | 06 Mar 2026 | ||
| James P. Breslawski | President | $14,308,221 | Mixed | 14 Mar 2025 | ||
| Steven Paladino | Director | $10,940,794 | Mixed | 01 Mar 2024 | ||
| Andrea Albertini) | CEO, Global Dist. & Tech. | $9,832,695 | Mixed | 16 Mar 2026 | ||
| Michael S. Ettinger) | EVP & Chief Operating Officer | $9,158,693 | Mixed | 16 Mar 2026 | ||
| Mark E. Mlotek) | EVP, Chief Strategic Officer | $8,951,433 | -$478,740 | -5.1% | Mixed | 16 Mar 2026 |
| Gerald A. Benjamin) | EVP, Chief Admin. Officer | $7,618,970 | Mixed | 26 May 2022 | ||
| Ronald N. South) | SVP & Chief Financial Officer | $7,245,127 | Mixed | 16 Mar 2026 | ||
| Frederick M. Lowery) | CEO, Director | $7,161,440 | Mixed | 06 Mar 2026 | ||
| Thomas C. Popeck) | CEO, Henry Schein Products | $6,273,187 | -$98,630 | -1.5% | Filing P/S | 19 Mar 2026 |
| David P. Brous Jr. | CEO, Strategic Business Group | $5,240,339 | Mixed | 12 Jun 2023 | ||
| Lorelei McGlynn) | SVP, Chief Human Res. Officer | $5,012,400 | Mixed | 06 Sep 2024 | ||
| Bradford C. Connett | CEO, NA Distribution Group | $4,460,251 | Filing P/S | 19 Mar 2025 | ||
| Barry J. Alperin | Director | $3,942,821 | Mixed | 16 Mar 2022 | ||
| Bradley T. Sheares) | Director | $3,584,106 | Mixed | 06 Mar 2026 | ||
| Walter Siegel) | Sr. VP & Chief Legal Officer | $3,086,429 | Mixed | 14 Mar 2025 | ||
| Carol Raphael) | Director | $2,417,419 | Mixed | 21 May 2025 | ||
| Joseph L. Herring) | Director | $2,282,259 | Mixed | 06 Mar 2026 | ||
| Philip A. Laskawy) | Director | $1,846,729 | -$228,544 | -11% | Mixed | 06 Mar 2026 |
| William K. Daniel) | Director | $1,783,696 | +$1,362,700 | +324% | Mixed | 11 May 2026 |
| Anne H. Margulies) | Director | $1,742,494 | Mixed | 06 Mar 2026 | ||
| Christine Zayak Sheehy) | SVP, Chief Human Res. Officer | $1,503,447 | Mixed | 16 Mar 2026 | ||
| Dds Ph.D.) E. Dianne Rekow | Director | $1,392,044 | Mixed | 16 Mar 2022 | ||
| Kurt P. Kuehn) | Director | $1,217,578 | -$224,565 | -16% | Filing P/S | 10 Mar 2026 |
| Deborah Derby) | Director | $1,193,096 | Mixed | 06 Mar 2026 | ||
| Mohamad Ali) | Director | $1,134,544 | Mixed | 06 Mar 2026 | ||
| Reed V Tuckson) | Director | $942,255 | Mixed | 06 Mar 2026 | ||
| Scott P. Serota) | Director | $887,315 | Mixed | 06 Mar 2026 | ||
| Carole T. Faig) | Director | $603,961 | Mixed | 06 Mar 2026 | ||
| Robert J. Hombach | Director | $407,984 | Mixed | 06 Mar 2026 | ||
| Max Lin | Director | Mixed | 02 May 2025 |
Recent Insider Transactions by Companies or Individuals for HENRY SCHEIN INC
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Stanley M. Bergman) | HSIC | Common Stock, par value $0.01 per share | Gift | -0.02% | -50 | 253,279 | 26 May 2026 | Direct | ||
| Stanley M. Bergman) | HSIC | Common Stock, par value $0.01 per share | Gift | -0.02% | -50 | 253,279 | 21 May 2026 | Direct | ||
| Stanley M. Bergman) | HSIC | Common Stock, par value $0.01 per share | Gift | -0.41% | -1,040 | 253,329 | 19 May 2026 | Direct | ||
| William K. Daniel) | HSIC | Common Stock, par value $0.01 per share | Purchase | 100% | $691,900 | $69.19 | 10,000 | 20,000 | 11 May 2026 | The Reporting Person and spouse as Co-Trustees of a trust for the benefit of the Reporting Person. |
| Thomas C. Popeck) | HSIC | Common Stock, par value $0.01 per share | Sale | -1.55% | $98,630 | $72.79 | -1,355 | 86,182 | 19 Mar 2026 | Direct |
| Michael S. Ettinger) | HSIC | Common Stock, par value $0.01 per share | Gift | -0.88% | -1,000 | 112,208 | 17 Mar 2026 | Direct | ||
| Ronald N. South) | HSIC | Common Stock, par value $0.01 per share | Tax liability | -5.54% | -5,216 | 88,930 | 16 Mar 2026 | Direct | ||
| Christine Zayak Sheehy) | HSIC | Common Stock, par value $0.01 per share | Tax liability | -2.45% | -463 | 18,454 | 16 Mar 2026 | Direct | ||
| Thomas C. Popeck) | HSIC | Common Stock, par value $0.01 per share | Tax liability | -0.67% | -587 | 87,537 | 16 Mar 2026 | Direct | ||
| Mark E. Mlotek) | HSIC | Common Stock, par value $0.01 per share | Tax liability | -5.68% | -5,928 | 98,372 | 16 Mar 2026 | Direct | ||
| Michael S. Ettinger) | HSIC | Common Stock, par value $0.01 per share | Tax liability | -3.59% | -4,214 | 113,208 | 16 Mar 2026 | Direct | ||
| Michael S. Ettinger) | HSIC | Common Stock, par value $0.01 per share | Gift | -1.09% | -1,300 | 117,422 | 16 Mar 2026 | Direct | ||
| Stanley M. Bergman) | HSIC | Common Stock, par value $0.01 per share | Tax liability | -0.02% | -50 | 254,369 | 16 Mar 2026 | Direct | ||
| Stanley M. Bergman) | HSIC | Common Stock, par value $0.01 per share | Gift | -0.16% | -400 | 254,419 | 16 Mar 2026 | Direct | ||
| Andrea Albertini) | HSIC | Common Stock, par value $0.01 per share | Tax liability | -1.15% | -1,401 | 120,691 | 16 Mar 2026 | Direct | ||
| Stanley M. Bergman) | HSIC | Common Stock, par value $0.01 per share | Gift | -0.38% | -970 | 254,819 | 12 Mar 2026 | Direct | ||
| Kurt P. Kuehn) | HSIC | Common Stock, par value $0.01 per share | Sale | -15.6% | $224,565 | $78.96 | -2,844 | 15,420 | 10 Mar 2026 | Direct |
| KKR Group Partnership L.P. | HSIC | Equity Swap (obligation to purchase) | Other | 918,723 | 918,723 | 06 Mar 2026 | See Footnotes | |||
| KKR Hawaii Aggregator L.P. | HSIC | Equity Swap (obligation to purchase) | Other | 918,723 | 918,723 | 06 Mar 2026 | See Footnotes | |||
| Ronald N. South) | HSIC | Common Stock, par value $0.01 per share | Award | 27.5% | 20,296 | 94,146 | 06 Mar 2026 | Direct | ||
| Christine Zayak Sheehy) | HSIC | Common Stock, par value $0.01 per share | Award | 59.9% | 7,087 | 18,917 | 06 Mar 2026 | Direct | ||
| Thomas C. Popeck) | HSIC | Common Stock, par value $0.01 per share | Award | 152.4% | 53,206 | 88,124 | 06 Mar 2026 | Direct | ||
| Mark E. Mlotek) | HSIC | Common Stock, par value $0.01 per share | Award | 35% | 27,061 | 104,300 | 06 Mar 2026 | Direct | ||
| Mark E. Mlotek) | HSIC | Common Stock, par value $0.01 per share | Gift | -0.39% | -300 | 77,239 | 06 Mar 2026 | Direct | ||
| Frederick M. Lowery) | HSIC | Common Stock, par value $0.01 per share | Award | 209.7% | 64,433 | 95,156 | 06 Mar 2026 | Direct | ||
| Frederick M. Lowery) | HSIC | Stock Option Right to Buy | Award | 177,116 | 177,116 | 06 Mar 2026 | Direct | |||
| Michael S. Ettinger) | HSIC | Common Stock, par value $0.01 per share | Award | 29.5% | 27,061 | 118,722 | 06 Mar 2026 | Direct | ||
| Andrea Albertini) | HSIC | Common Stock, par value $0.01 per share | Award | 98.6% | 60,631 | 122,092 | 06 Mar 2026 | Direct | ||
| Reed V Tuckson) | HSIC | Common Stock, par value $0.01 per share | Award | 25.9% | 2,577 | 12,520 | 06 Mar 2026 | Direct | ||
| Bradley T. Sheares) | HSIC | Common Stock, par value $0.01 per share | Award | 5.72% | 2,577 | 47,623 | 06 Mar 2026 | Direct | ||
| Scott P. Serota) | HSIC | Common Stock, par value $0.01 per share | Award | 31.4% | 2,577 | 10,790 | 06 Mar 2026 | Direct | ||
| Anne H. Margulies) | HSIC | Common Stock, par value $0.01 per share | Award | 12.5% | 2,577 | 23,153 | 06 Mar 2026 | Direct | ||
| Philip A. Laskawy) | HSIC | Common Stock, par value $0.01 per share | Award | 11.7% | 2,577 | 24,538 | 06 Mar 2026 | Direct | ||
| Kurt P. Kuehn) | HSIC | Common Stock, par value $0.01 per share | Award | 16.4% | 2,577 | 18,264 | 06 Mar 2026 | Direct | ||
| Robert J. Hombach) | HSIC | Common Stock par value $0.01 per share | Award | 90.6% | 2,577 | 5,421 | 06 Mar 2026 | Direct | ||
| Joseph L. Herring) | HSIC | Common Stock par value $0.01 per share | Award | 9.29% | 2,577 | 30,325 | 06 Mar 2026 | Direct | ||
| Carole T. Faig) | HSIC | Common Stock par value $0.01 per share | Award | 47.3% | 2,577 | 8,025 | 06 Mar 2026 | Direct | ||
| Deborah Derby) | HSIC | Common Stock par value $0.01 per share | Award | 20.6% | 2,577 | 15,093 | 06 Mar 2026 | Direct | ||
| William K. Daniel) | HSIC | Common Stock, par value $0.01 per share | Award | 90.4% | 2,577 | 5,426 | 06 Mar 2026 | Direct | ||
| Stanley M. Bergman) | HSIC | Common Stock, par value $0.01 per share | Award | 1.02% | 2,577 | 255,789 | 06 Mar 2026 | Direct | ||
| Stanley M. Bergman) | HSIC | Common Stock, par value $0.01 per share | Other | -0.99% | -3,812 | 379,991 | 06 Mar 2026 | By Spouse | ||
| Mohamad Ali) | HSIC | Common Stock, par value $0.01 per share | Award | 20.6% | 2,577 | 15,075 | 06 Mar 2026 | Direct | ||
| Mark E. Mlotek) | HSIC | Common Stock, par value $0.01 per share | Gift | -0.39% | -300 | 77,539 | 06 Mar 2026 | Direct | ||
| Mark E. Mlotek) | HSIC | Common Stock, par value $0.01 per share | Gift | -1.53% | -1,215 | 78,439 | 05 Mar 2026 | Direct | ||
| Philip A. Laskawy) | HSIC | Common Stock, par value $0.01 per share | Sale | -11.5% | $228,544 | $80.36 | -2,844 | 21,961 | 05 Mar 2026 | Direct |
| Mark E. Mlotek) | HSIC | Common Stock, par value $0.01 per share | Sale | -6.85% | $478,740 | $80.80 | -5,925 | 80,554 | 04 Mar 2026 | Direct |
| Frederick M. Lowery) | HSIC | Common Stock, par value $0.01 per share | Award | 30,723 | 30,723 | 02 Mar 2026 | Direct | |||
| Stanley M. Bergman) | HSIC | Common Stock, par value $0.01 per share | Sale | -10.2% | $3,562,354 | $81.31 | -43,812 | 383,803 | 02 Mar 2026 | By Spouse |
| Ronald N. South) | HSIC | Common Stock, par value $0.01 per share | Tax liability | -0.95% | -709 | 73,850 | 27 Feb 2026 | Direct | ||
| Ronald N. South) | HSIC | Common Stock, par value $0.01 per share | Disposed to Issuer | -8.37% | -6,815 | 74,559 | 27 Feb 2026 | Direct |