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

Institutional Holders (2016Q2)
Portfolio Summary: 28 Institutional holders with a total value of $58,795,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Advisors Capital Management, LLC 350,256 10,819,000 18.40%
2 FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 347,569 10,736,000 18.26%
3 PINNACLE ASSOCIATES LTD 170,175 5,257,000 8.94%
4 World Asset Management Inc 164,383 5,078,000 8.64%
5 MENLO ADVISORS LLC 155,661 4,808,000 8.18%
6 GFS Advisors, LLC 132,144 4,082,000 6.94%
7 EVERETT HARRIS & CO /CA/ 107,460 3,319,000 5.65%
8 CLIFFORD SWAN INVESTMENT COUNSEL LLC 106,667 3,295,000 5.60%
9 Willingdon Wealth Management 49,589 1,532,000 2.61%
10 CARRET ASSET MANAGEMENT, LLC 44,297 1,368,000 2.33%
11 ROTHSCHILD INVESTMENT LLC /IL 38,647 1,194,000 2.03%
12 Azimuth Capital Management LLC 33,695 1,041,000 1.77%
13 Clarkston Capital Partners, LLC 30,123 930,000 1.58%
14 AMERICAN NATIONAL INSURANCE CO 28,265 873,000 1.48%
15 LEE DANNER & BASS INC 27,753 857,000 1.46%
16 Laird Norton Wetherby Wealth Management, LLC 18,348 567,000 0.96%
17 MEYER HANDELMAN CO 16,197 500,000 0.85%
18 HYMAN CHARLES D 15,540 480,000 0.82%
19 Barrett Asset Management, LLC 12,419 384,000 0.65%
20 PREMIER ASSET MANAGEMENT LLC 11,618 358,000 0.61%
21 GAMBLE JONES INVESTMENT COUNSEL 11,002 340,000 0.58%
22 CONDOR CAPITAL MANAGEMENT 9,958 308,000 0.52%
23 PETTYJOHN, WOOD & WHITE, INC 7,136 220,000 0.37%
24 MONTAG A & ASSOCIATES INC 6,479 200,000 0.34%
25 STUART CHAUSSEE & ASSOCIATES, INC. 4,289 132,000 0.22%
26 J.P. Morgan Private Wealth Advisors LLC 1,358 42,000 0.07%
27 Bollard Group LLC 1,332 41,000 0.07%
28 QCI ASSET MANAGEMENT INC/NY 1,092 34,000 0.06%

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.