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VODAFONE GROUP PLC NEW
VODAFONE GROUP PLC NEW. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 51 Institutional holders with a total value of $149,871,002.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 EVERETT HARRIS & CO /CA/ 1,025,340 37,743,000 25.18%
2 Ranger International Management, LP 388,145 14,288,000 9.53%
3 Boston Common Asset Management, LLC 304,008 11,191,000 7.47%
4 PINNACLE ASSOCIATES LTD 210,162 7,736,000 5.16%
5 Advisors Capital Management, LLC 177,378 6,529,000 4.36%
6 FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 173,218 6,376,000 4.25%
7 EAGLE GLOBAL ADVISORS LLC 153,856 5,663,000 3.78%
8 World Asset Management Inc 148,689 5,473,000 3.65%
9 LEE DANNER & BASS INC 147,383 5,425,000 3.62%
10 MENLO ADVISORS LLC 109,971 4,048,000 2.70%
11 CLIFFORD SWAN INVESTMENT COUNSEL LLC 105,044 3,867,000 2.58%
12 CARRET ASSET MANAGEMENT, LLC 101,731 3,745,000 2.50%
13 Azimuth Capital Management LLC 80,873 2,977,000 1.99%
14 PRINCETON CAPITAL MANAGEMENT INC 69,119 2,544,000 1.70%
15 GAMBLE JONES INVESTMENT COUNSEL 66,635 2,453,000 1.64%
16 Bollard Group LLC 60,650 2,233,000 1.49%
17 BOSTON FAMILY OFFICE LLC 57,835 2,129,000 1.42%
18 EVERGREEN CAPITAL MANAGEMENT LLC 54,221 1,996,000 1.33%
19 Tufton Capital Management 52,197 1,921,000 1.28%
20 NORTH AMERICAN MANAGEMENT CORP 41,234 1,518,000 1.01%
21 KCM INVESTMENT ADVISORS LLC 40,775 1,501,000 1.00%
22 HYMAN CHARLES D 37,944 1,397,000 0.93%
23 Curi Capital, LLC 36,613 1,347,000 0.90%
24 Narwhal Capital Management 35,771 1,317,000 0.88%
25 SMITH HAYES Advisers, Inc 34,737 1,279,000 0.85%
26 AMERICAN NATIONAL INSURANCE CO 31,402 1,156,000 0.77%
27 CHILTON CAPITAL MANAGEMENT LLC 25,618 943,002 0.63%
28 MEYER HANDELMAN CO 24,843 914,000 0.61%
29 DEARBORN PARTNERS LLC 23,372 860,000 0.57%
30 Laird Norton Wetherby Wealth Management, LLC 21,470 790,000 0.53%
31 Regent Investment Management LLC 19,685 725,000 0.48%
32 Clarkston Capital Partners, LLC 17,694 651,000 0.43%
33 BURNHAM ASSET MANAGEMENT CORP /NY/ 16,894 622,000 0.42%
34 PARSONS CAPITAL MANAGEMENT INC/RI 16,475 607,000 0.41%
35 TAURUS ASSET MANAGEMENT, LLC 16,312 600,000 0.40%
36 RONALD BLUE & CO LLC 14,877 548,000 0.37%
37 HARTWELL J M LIMITED PARTNERSHIP 14,025 516,000 0.34%
38 Geneva Advisors, LLC 13,742 506,000 0.34%
39 Veritable, L.P. 13,379 492,000 0.33%
40 Birch Hill Investment Advisors LLC 12,749 469,000 0.31%
41 BEACH INVESTMENT COUNSEL INC/PA 11,882 437,000 0.29%
42 ROTHSCHILD INVESTMENT LLC /IL 10,186 375,000 0.25%
43 BRIDGES INVESTMENT COUNSEL INC/ 10,161 374,000 0.25%
44 PREMIER ASSET MANAGEMENT LLC 9,667 355,000 0.24%
45 EAGLE CAPITAL MANAGEMENT LLC 7,090 261,000 0.17%
46 Ancora Advisors LLC 6,948 256,000 0.17%
47 Wilson, Kemp & Associates, Inc. 6,895 254,000 0.17%
48 MONTAG A & ASSOCIATES INC 5,834 215,000 0.14%
49 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 5,069 187,000 0.12%
50 QCI ASSET MANAGEMENT INC/NY 1,363 50,000 0.03%
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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.