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CARDINAL HEALTH INC
CARDINAL HEALTH INC. Institutional holdings reported to the SEC.

Institutional Holders (2016Q1)
Portfolio Summary: 19 Institutional holders with a total value of $80,092,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 SVB WEALTH LLC 266,380 21,830,000 27.26%
2 CCM INVESTMENT ADVISERS LLC 248,052 20,327,000 25.38%
3 Advisors Capital Management, LLC 145,053 11,888,000 14.84%
4 Parsec Financial Management, Inc. 131,964 10,814,000 13.50%
5 World Asset Management Inc 41,705 3,418,000 4.27%
6 Ascent Wealth Partners, LLC 31,220 2,559,000 3.20%
7 RIVERBRIDGE PARTNERS LLC 20,028 1,641,000 2.05%
8 EVERETT HARRIS & CO /CA/ 16,924 1,387,000 1.73%
9 Regent Investment Management LLC 14,650 1,201,000 1.50%
10 AVIANCE CAPITAL MANAGEMENT, LLC 14,090 1,155,000 1.44%
11 CrestPoint Capital Management, LLC 13,500 1,106,000 1.38%
12 PRIO WEALTH LIMITED PARTNERSHIP 8,307 680,000 0.85%
13 SHELTON CAPITAL MANAGEMENT 6,111 501,000 0.63%
14 DUMONT & BLAKE INVESTMENT ADVISORS LLC 5,050 414,000 0.52%
15 RONALD BLUE & CO LLC 4,647 381,000 0.48%
16 Douglass Winthrop Advisors, LLC 3,400 279,000 0.35%
17 HOLLENCREST CAPITAL MANAGEMENT 3,181 260,000 0.32%
18 PACER ADVISORS, INC. 2,955 242,000 0.30%
19 ISTHMUS PARTNERS, LLC 111 9,000 0.01%

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.