| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIDUCIARY MANAGEMENT INC /WI/ | 4,844,174 | 657,161,000 | 39.44% | ||
| 2 | EAGLE CAPITAL MANAGEMENT LLC | 2,313,347 | 313,829,000 | 18.84% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 417,407 | 56,626,000 | 3.40% | ||
| 4 | PARSONS CAPITAL MANAGEMENT INC/RI | 397,937 | 53,984,000 | 3.24% | ||
| 5 | MARKEL GROUP INC. | 204,000 | 27,675,000 | 1.66% | ||
| 6 | EVERETT HARRIS & CO /CA/ | 202,981 | 27,536,000 | 1.65% | ||
| 7 | STEWART & PATTEN CO LLC | 174,667 | 23,695,000 | 1.42% | ||
| 8 | AMI ASSET MANAGEMENT CORP | 173,584 | 23,548,000 | 1.41% | ||
| 9 | GAMBLE JONES INVESTMENT COUNSEL | 129,702 | 17,595,000 | 1.06% | ||
| 10 | DEARBORN PARTNERS LLC | 118,429 | 16,066,000 | 0.96% | ||
| 11 | Corundum Group, Inc. | 116,607 | 15,819,000 | 0.95% | ||
| 12 | Mariner Wealth Advisors-Cincinnati, LLC | 112,796 | 15,302,000 | 0.92% | ||
| 13 | MCDANIEL TERRY & CO | 108,510 | 14,720,000 | 0.88% | ||
| 14 | L. Roy Papp & Associates, LLP | 99,184 | 13,455,000 | 0.81% | ||
| 15 | ROFFMAN MILLER ASSOCIATES INC /PA/ | 94,114 | 12,768,000 | 0.77% | ||
| 16 | Chesley Taft & Associates LLC | 94,073 | 12,762,000 | 0.77% | ||
| 17 | World Asset Management Inc | 87,674 | 11,894,000 | 0.71% | ||
| 18 | BUCKHEAD CAPITAL MANAGEMENT LLC | 84,620 | 11,480,000 | 0.69% | ||
| 19 | HYMAN CHARLES D | 81,017 | 10,991,000 | 0.66% | ||
| 20 | S&CO INC | 75,386 | 10,227,000 | 0.61% | ||
| 21 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 73,468 | 9,967,000 | 0.60% | ||
| 22 | KR CAPITAL ADVISORS INC | 72,107 | 9,782,000 | 0.59% | ||
| 23 | Azimuth Capital Management LLC | 65,971 | 8,950,000 | 0.54% | ||
| 24 | KCM INVESTMENT ADVISORS LLC | 64,762 | 8,786,000 | 0.53% | ||
| 25 | SOMERVILLE KURT F | 64,731 | 8,781,000 | 0.53% | ||
| 26 | Aureus Asset Management, LLC | 63,005 | 8,547,000 | 0.51% | ||
| 27 | NORTH AMERICAN MANAGEMENT CORP | 62,700 | 8,506,000 | 0.51% | ||
| 28 | FIDGEON TIMOTHY F | 61,850 | 8,391,000 | 0.50% | ||
| 29 | Crestwood Advisors Group, LLC | 60,178 | 8,164,000 | 0.49% | ||
| 30 | Hemenway Trust Co LLC | 58,787 | 7,975,000 | 0.48% | ||
| 31 | NICHOLS & PRATT ADVISERS LLP /MA | 57,621 | 7,817,000 | 0.47% | ||
| 32 | TAURUS ASSET MANAGEMENT, LLC | 55,282 | 7,500,000 | 0.45% | ||
| 33 | Cetera Advisor Networks LLC | 52,511 | 7,129,000 | 0.43% | ||
| 34 | VANTAGE WEALTH | 49,815 | 6,758,000 | 0.41% | ||
| 35 | HEADINVEST, LLC | 48,397 | 6,566,000 | 0.39% | ||
| 36 | ELEFANTE MICHAEL B | 47,263 | 6,411,000 | 0.38% | ||
| 37 | Tufton Capital Management | 46,417 | 6,297,000 | 0.38% | ||
| 38 | Broderick Brian C | 46,248 | 6,273,000 | 0.38% | ||
| 39 | Ramsay, Stattman, Vela & Price, Inc. | 43,301 | 5,874,000 | 0.35% | ||
| 40 | Kidder Stephen W | 40,835 | 5,541,000 | 0.33% | ||
| 41 | MONARCH CAPITAL MANAGEMENT INC | 40,242 | 5,459,000 | 0.33% | ||
| 42 | PUZO MICHAEL J | 40,027 | 5,430,000 | 0.33% | ||
| 43 | THOMAS STORY & SON LLC | 38,450 | 5,216,000 | 0.31% | ||
| 44 | Financial Sense Advisors, Inc. | 36,972 | 5,015,000 | 0.30% | ||
| 45 | DOWLING & YAHNKE LLC | 36,703 | 4,979,000 | 0.30% | ||
| 46 | FRANKLIN STREET ADVISORS INC /NC | 36,408 | 4,939,000 | 0.30% | ||
| 47 | RAND WEALTH, LLC | 35,526 | 4,819,000 | 0.29% | ||
| 48 | ORLEANS CAPITAL MANAGEMENT CORP/LA | 32,309 | 4,383,000 | 0.26% | ||
| 49 | Notis-McConarty Edward | 30,455 | 4,131,000 | 0.25% | ||
| 50 | HARTLINE INVESTMENT CORP/ | 30,222 | 4,100,000 | 0.25% |
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.
