Dark
Light
System
Security
McKesson Corp
McKesson Corp. Institutional holdings reported to the SEC.

Institutional Holders (2016Q1)
Portfolio Summary: 42 Institutional holders with a total value of $107,413,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CCM INVESTMENT ADVISERS LLC 102,714 16,151,000 15.04%
2 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 76,287 11,996,000 11.17%
3 FLPUTNAM INVESTMENT MANAGEMENT CO 67,159 10,561,000 9.83%
4 KLCM Advisors, Inc. 55,405 8,712,000 8.11%
5 J.P. Morgan Private Wealth Advisors LLC 36,976 5,815,000 5.41%
6 THOMPSON INVESTMENT MANAGEMENT, INC. 35,339 5,557,000 5.17%
7 SVB WEALTH LLC 31,055 4,883,000 4.55%
8 OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 23,734 3,732,000 3.47%
9 World Asset Management Inc 23,360 3,673,000 3.42%
10 EAGLE GLOBAL ADVISORS LLC 21,120 3,321,000 3.09%
11 Hollow Brook Wealth Management LLC 19,004 2,988,000 2.78%
12 Azimuth Capital Management LLC 18,238 2,868,000 2.67%
13 PETTYJOHN, WOOD & WHITE, INC 16,435 2,584,000 2.41%
14 Palouse Capital Management, Inc. 16,397 2,578,000 2.40%
15 Advisors Capital Management, LLC 16,011 2,518,000 2.34%
16 Regent Investment Management LLC 14,370 2,260,000 2.10%
17 AMERICAN NATIONAL INSURANCE CO 14,370 2,260,000 2.10%
18 Hugh Johnson Advisors LLC 10,457 1,644,000 1.53%
19 Liberty Capital Management, Inc. 9,760 1,535,000 1.43%
20 ROANOKE ASSET MANAGEMENT CORP/ NY 9,200 1,447,000 1.35%
21 Coe Capital Management, LLC 8,986 1,413,000 1.32%
22 SILVER CAPITAL MANAGEMENT LLC 6,780 1,066,000 0.99%
23 Douglass Winthrop Advisors, LLC 6,161 969,000 0.90%
24 Reynders McVeigh Capital Management, LLC 5,739 902,000 0.84%
25 CrestPoint Capital Management, LLC 4,700 739,000 0.69%
26 Ascent Wealth Partners, LLC 3,257 513,000 0.48%
27 HOLLENCREST CAPITAL MANAGEMENT 3,209 505,000 0.47%
28 SHELTON CAPITAL MANAGEMENT 2,754 433,000 0.40%
29 PACER ADVISORS, INC. 2,446 385,000 0.36%
30 Laurel Grove Capital, LLC 2,100 330,000 0.31%
31 SENTINEL ASSET MANAGEMENT, INC. 2,100 330,000 0.31%
32 WBH ADVISORY INC 1,920 301,000 0.28%
33 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1,895 297,000 0.28%
34 Curi Capital, LLC 1,891 297,000 0.28%
35 American National Registered Investment Advisor, Inc. 1,870 294,000 0.27%
36 QUADRANT CAPITAL GROUP LLC 1,643 253,000 0.24%
37 THOMAS STORY & SON LLC 1,500 236,000 0.22%
38 HUTCHINSON CAPITAL MANAGEMENT/CA 1,395 219,000 0.20%
39 IMPAX ASSET MANAGEMENT LLC 1,362 214,000 0.20%
40 DUMONT & BLAKE INVESTMENT ADVISORS LLC 1,350 212,000 0.20%
41 L. Roy Papp & Associates, LLP 1,350 212,000 0.20%
42 Bollard Group LLC 1,335 210,000 0.20%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.