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MCCORMICK CO INC
MCCORMICK CO INC. Institutional holdings reported to the SEC.

Institutional Holders (2016Q4)
Portfolio Summary: 35 Institutional holders with a total value of $86,961,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 ADVISOR GROUP, INC. 33 3,000 0.00%
2 GENEOS WEALTH MANAGEMENT INC. 128 11,000 0.01%
3 Beacon Capital Management, Inc. 159 15,000 0.02%
4 Franklin, Parlapiano, Turner & Welch, LLC 200 19,000 0.02%
5 UBS Group AG 272 25,000 0.03%
6 ASSETMARK, INC 414 39,000 0.04%
7 MSI Financial Services Inc 755 70,000 0.08%
8 MORGAN STANLEY 1,694 158,000 0.18%
9 AMERICAN ECONOMIC PLANNING GROUP INC /ADV 2,280 212,000 0.24%
10 Rathbones Group PLC 2,500 233,000 0.27%
11 GABELLI FUNDS LLC 2,500 233,000 0.27%
12 BANK OF AMERICA CORP /DE/ 2,515 234,000 0.27%
13 LINCOLN NATIONAL CORP 2,800 261,000 0.30%
14 Cambridge Investment Research Advisors, Inc. 2,939 274,000 0.32%
15 SCOTIA CAPITAL INC. 3,200 298,000 0.34%
16 Lowe Wealth Advisors, LLC 3,990 371,000 0.43%
17 Pinnacle Advisory Group, Inc. 4,256 396,000 0.46%
18 WELLS FARGO & COMPANY/MN 4,585 427,000 0.49%
19 Ipswich Investment Management Co., Inc. 4,900 456,000 0.52%
20 Maryland Capital Management 5,000 465,000 0.53%
21 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 5,200 484,000 0.56%
22 PNC FINANCIAL SERVICES GROUP, INC. 5,250 488,000 0.56%
23 Gradient Investments LLC 5,733 534,000 0.61%
24 LPL Financial LLC 5,946 554,000 0.64%
25 LADENBURG THALMANN FINANCIAL SERVICES INC. 9,373 873,000 1.00%
26 EVERMAY WEALTH MANAGEMENT LLC 13,457 1,253,000 1.44%
27 Brown Advisory Securities, LLC 13,571 1,263,000 1.45%
28 DIMENSIONAL FUND ADVISORS LP 14,771 1,375,000 1.58%
29 WBH ADVISORY INC 15,280 1,426,000 1.64%
30 GAMCO INVESTORS, INC. ET AL 18,120 1,687,000 1.94%
31 Commonwealth Equity Services, Inc 21,299 1,983,000 2.28%
32 DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN 33,860 3,160,000 3.63%
33 WMS Partners, LLC 41,086 3,825,000 4.40%
34 Bridgewater Wealth & Financial Management, LLC 92,692 8,630,000 9.92%
35 Tufton Capital Management 593,195 55,226,000 63.51%

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.