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

Institutional Holders (2017Q1)
Portfolio Summary: 24 Institutional holders with a total value of $68,426,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Advisors Capital Management, LLC 512,684 13,550,000 19.80%
2 Willis Investment Counsel 478,200 12,639,000 18.47%
3 PINNACLE ASSOCIATES LTD 345,562 9,133,000 13.35%
4 FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 222,711 5,886,000 8.60%
5 GFS Advisors, LLC 208,696 5,516,000 8.06%
6 CLIFFORD SWAN INVESTMENT COUNSEL LLC 173,749 4,592,000 6.71%
7 World Asset Management Inc 165,716 4,380,000 6.40%
8 MENLO ADVISORS LLC 161,482 4,267,000 6.24%
9 EVERETT HARRIS & CO /CA/ 61,318 1,621,000 2.37%
10 CARRET ASSET MANAGEMENT, LLC 57,151 1,511,000 2.21%
11 SHELTON CAPITAL MANAGEMENT 29,902 790,000 1.15%
12 Azimuth Capital Management LLC 28,472 753,000 1.10%
13 RADNOR CAPITAL MANAGEMENT, LLC 23,259 615,000 0.90%
14 ROTHSCHILD INVESTMENT LLC /IL 22,247 588,000 0.86%
15 LEE DANNER & BASS INC 21,950 580,000 0.85%
16 Laird Norton Wetherby Wealth Management, LLC 15,527 410,000 0.60%
17 HYMAN CHARLES D 13,904 367,000 0.54%
18 CERITY PARTNERS LLC 12,318 326,000 0.48%
19 CONDOR CAPITAL MANAGEMENT 9,958 263,000 0.38%
20 Barrett Asset Management, LLC 9,757 258,000 0.38%
21 GAMBLE JONES INVESTMENT COUNSEL 9,604 254,000 0.37%
22 QCI ASSET MANAGEMENT INC/NY 2,737 72,000 0.11%
23 Bollard Group LLC 1,376 36,000 0.05%
24 J.P. Morgan Private Wealth Advisors LLC 723 19,000 0.03%

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.