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AbbVie Inc
AbbVie Inc. Institutional holdings reported to the SEC.

Institutional Holders (2016Q3)
Portfolio Summary: 113 Institutional holders with a total value of $379,892,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 UNITED CAPITAL FINANCIAL ADVISORS, LLC 449,448 28,347,000 7.46%
2 Avalon Investment & Advisory 444,320 28,023,000 7.38%
3 BERKSHIRE ASSET MANAGEMENT LLC/PA 267,757 16,887,000 4.45%
4 PATTEN & PATTEN INC/TN 221,813 13,990,000 3.68%
5 ARMSTRONG SHAW ASSOCIATES INC/CT 201,452 12,706,000 3.34%
6 QCI ASSET MANAGEMENT INC/NY 181,536 11,449,000 3.01%
7 MATRIX ASSET ADVISORS INC/NY 172,580 10,885,000 2.87%
8 World Asset Management Inc 167,695 10,577,000 2.78%
9 AMERICAN NATIONAL INSURANCE CO 164,490 10,374,000 2.73%
10 KCM INVESTMENT ADVISORS LLC 159,476 10,058,000 2.65%
11 BAINCO INTERNATIONAL INVESTORS 153,194 9,662,000 2.54%
12 ZEVIN ASSET MANAGEMENT LLC 152,176 9,598,000 2.53%
13 CCM INVESTMENT ADVISERS LLC 148,971 9,395,000 2.47%
14 Veritable, L.P. 135,271 8,532,000 2.25%
15 1834 INVESTMENT ADVISORS CO 120,912 7,626,000 2.01%
16 Palouse Capital Management, Inc. 114,551 7,225,000 1.90%
17 W.G. Shaheen & Associates DBA Whitney & Co 113,201 7,140,000 1.88%
18 SFE Investment Counsel 109,900 6,804,000 1.79%
19 SHELTON CAPITAL MANAGEMENT 105,931 6,633,000 1.75%
20 ABNER HERRMAN & BROCK LLC 98,506 6,213,000 1.64%
21 FORBES J M & CO LLP 97,048 6,121,000 1.61%
22 SCHMIDT P J INVESTMENT MANAGEMENT INC 88,735 5,596,000 1.47%
23 Azimuth Capital Management LLC 80,605 5,084,000 1.34%
24 DOWLING & YAHNKE LLC 75,518 4,763,000 1.25%
25 MENLO ADVISORS LLC 74,938 4,726,000 1.24%
26 CONDOR CAPITAL MANAGEMENT 74,457 4,696,000 1.24%
27 MONTAG A & ASSOCIATES INC 70,591 4,452,000 1.17%
28 BECK MACK & OLIVER LLC 70,540 4,449,000 1.17%
29 M. Kraus & Co 68,420 4,315,000 1.14%
30 TAURUS ASSET MANAGEMENT, LLC 61,052 3,851,000 1.01%
31 DOCK STREET ASSET MANAGEMENT INC 54,494 3,437,000 0.90%
32 BOSTON RESEARCH & MANAGEMENT INC 52,024 3,281,000 0.86%
33 Legacy Capital Partners, Inc. 50,351 3,176,000 0.84%
34 Ascent Wealth Partners, LLC 48,873 3,083,000 0.81%
35 LOWE BROCKENBROUGH & CO INC 46,134 2,910,000 0.77%
36 Daniel Devine & Co 46,130 2,909,000 0.77%
37 Reynders McVeigh Capital Management, LLC 44,370 2,798,000 0.74%
38 Selway Asset Management 41,500 2,617,000 0.69%
39 CG Asset Management LLC 41,185 2,598,000 0.68%
40 Hodges Capital Management Inc. 41,137 2,595,000 0.68%
41 OARSMAN CAPITAL, INC. 40,677 2,566,000 0.68%
42 MORRIS CAPITAL ADVISORS, LLC 38,258 2,413,000 0.64%
43 Willingdon Wealth Management 36,948 2,330,000 0.61%
44 DAVIS R M INC 32,674 2,061,000 0.54%
45 KOVITZ INVESTMENT GROUP PARTNERS, LLC 31,012 1,956,000 0.51%
46 Birch Hill Investment Advisors LLC 29,614 1,868,000 0.49%
47 Kimelman & Baird, LLC 28,500 1,797,000 0.47%
48 HUTNER CAPITAL MANAGEMENT INC 28,342 1,788,000 0.47%
49 MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 28,275 1,783,000 0.47%
50 Laird Norton Wetherby Wealth Management, LLC 28,051 1,769,000 0.47%
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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.