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CDK Global Inc.
CDK Global Inc.. Institutional holdings reported to the SEC.

Institutional Holders (2016Q2)
Portfolio Summary: 25 Institutional holders with a total value of $26,398,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Birch Hill Investment Advisors LLC 204,140 11,328,000 42.91%
2 S&CO INC 67,654 3,754,000 14.22%
3 GAMBLE JONES INVESTMENT COUNSEL 36,876 2,046,000 7.75%
4 Long Road Investment Counsel, LLC 19,488 1,081,000 4.10%
5 MEYER HANDELMAN CO 14,729 817,000 3.09%
6 Azimuth Capital Management LLC 13,927 773,000 2.93%
7 MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 11,614 644,000 2.44%
8 CLIFFORD SWAN INVESTMENT COUNSEL LLC 11,299 627,000 2.38%
9 Evercore Wealth Management, LLC 10,730 595,000 2.25%
10 BOSTON FAMILY OFFICE LLC 8,805 489,000 1.85%
11 DOWLING & YAHNKE LLC 8,210 456,000 1.73%
12 Veritable, L.P. 7,851 436,000 1.65%
13 Palisade Asset Management, LLC 7,795 433,000 1.64%
14 World Asset Management Inc 7,667 425,000 1.61%
15 Capital Investment Services of America, Inc. 7,302 405,000 1.53%
16 DUMONT & BLAKE INVESTMENT ADVISORS LLC 6,133 340,000 1.29%
17 BERKSHIRE ASSET MANAGEMENT LLC/PA 5,093 283,000 1.07%
18 HALSEY ASSOCIATES INC/CT 4,710 261,000 0.99%
19 ABNER HERRMAN & BROCK LLC 4,332 246,000 0.93%
20 CONDOR CAPITAL MANAGEMENT 4,398 244,000 0.92%
21 AUXIER ASSET MANAGEMENT LLC 4,288 238,000 0.90%
22 LOWE BROCKENBROUGH & CO INC 4,262 236,000 0.89%
23 STEWART & PATTEN CO LLC 3,672 204,000 0.77%
24 Vigilant Capital Management, LLC 425 24,000 0.09%
25 Jolley Asset Management, LLC 241 13,000 0.05%

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.