| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIDUCIARY MANAGEMENT INC /WI/ | 2,112,146 | 325,904,000 | 25.71% | ||
| 2 | EAGLE CAPITAL MANAGEMENT LLC | 2,079,691 | 320,896,000 | 25.31% | ||
| 3 | EVERETT HARRIS & CO /CA/ | 277,159 | 42,766,000 | 3.37% | ||
| 4 | MARKEL GROUP INC. | 204,000 | 31,477,000 | 2.48% | ||
| 5 | DAVIS R M INC | 195,630 | 30,186,000 | 2.38% | ||
| 6 | AMI ASSET MANAGEMENT CORP | 172,160 | 26,564,000 | 2.10% | ||
| 7 | STEWART & PATTEN CO LLC | 150,571 | 23,233,000 | 1.83% | ||
| 8 | Corundum Group, Inc. | 145,243 | 22,411,000 | 1.77% | ||
| 9 | DEARBORN PARTNERS LLC | 138,664 | 21,396,000 | 1.69% | ||
| 10 | GAMBLE JONES INVESTMENT COUNSEL | 126,013 | 19,444,000 | 1.53% | ||
| 11 | MCDANIEL TERRY & CO | 111,886 | 17,264,000 | 1.36% | ||
| 12 | Mariner, LLC | 110,680 | 17,078,000 | 1.35% | ||
| 13 | ROFFMAN MILLER ASSOCIATES INC /PA/ | 96,942 | 14,958,000 | 1.18% | ||
| 14 | L. Roy Papp & Associates, LLP | 94,825 | 14,631,000 | 1.15% | ||
| 15 | SOMERVILLE KURT F | 92,918 | 14,338,000 | 1.13% | ||
| 16 | Chesley Taft & Associates LLC | 91,631 | 14,139,000 | 1.12% | ||
| 17 | HYMAN CHARLES D | 90,983 | 14,039,000 | 1.11% | ||
| 18 | KCM INVESTMENT ADVISORS LLC | 79,931 | 12,333,000 | 0.97% | ||
| 19 | Crestwood Advisors Group, LLC | 75,437 | 11,640,000 | 0.92% | ||
| 20 | Hemenway Trust Co LLC | 68,928 | 10,636,000 | 0.84% | ||
| 21 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 68,035 | 10,498,000 | 0.83% | ||
| 22 | World Asset Management Inc | 67,929 | 10,481,000 | 0.83% | ||
| 23 | S&CO INC | 66,889 | 10,321,000 | 0.81% | ||
| 24 | Azimuth Capital Management LLC | 60,412 | 9,322,000 | 0.74% | ||
| 25 | FIDGEON TIMOTHY F | 58,619 | 9,045,000 | 0.71% | ||
| 26 | NICHOLS & PRATT ADVISERS LLP /MA | 55,558 | 8,573,000 | 0.68% | ||
| 27 | TAURUS ASSET MANAGEMENT, LLC | 54,067 | 8,343,000 | 0.66% | ||
| 28 | BUCKHEAD CAPITAL MANAGEMENT LLC | 47,987 | 7,404,000 | 0.58% | ||
| 29 | Kidder Stephen W | 47,603 | 7,345,000 | 0.58% | ||
| 30 | Broderick Brian C | 47,457 | 7,324,000 | 0.58% | ||
| 31 | HEADINVEST, LLC | 44,319 | 6,838,000 | 0.54% | ||
| 32 | Ramsay, Stattman, Vela & Price, Inc. | 42,044 | 6,487,000 | 0.51% | ||
| 33 | THOMAS STORY & SON LLC | 38,775 | 5,983,000 | 0.47% | ||
| 34 | KR CAPITAL ADVISORS INC | 38,174 | 5,890,000 | 0.46% | ||
| 35 | VANTAGE WEALTH | 37,577 | 5,798,000 | 0.46% | ||
| 36 | PUZO MICHAEL J | 36,732 | 5,667,000 | 0.45% | ||
| 37 | MONARCH CAPITAL MANAGEMENT INC | 36,073 | 5,566,000 | 0.44% | ||
| 38 | DOWLING & YAHNKE LLC | 34,710 | 5,356,000 | 0.42% | ||
| 39 | Patriot Wealth Management, Inc. | 32,190 | 4,967,000 | 0.39% | ||
| 40 | Tufton Capital Management | 32,187 | 4,966,000 | 0.39% | ||
| 41 | HARTLINE INVESTMENT CORP/ | 30,270 | 4,671,000 | 0.37% | ||
| 42 | Notis-McConarty Edward | 28,160 | 4,345,000 | 0.34% | ||
| 43 | LJ TRUST Co LLC | 28,000 | 4,320,000 | 0.34% | ||
| 44 | L & S Advisors Inc | 27,499 | 4,243,000 | 0.33% | ||
| 45 | GOULD ASSET MANAGEMENT LLC /CA/ | 26,308 | 4,059,000 | 0.32% | ||
| 46 | CARRET ASSET MANAGEMENT, LLC | 25,767 | 3,976,000 | 0.31% | ||
| 47 | Clarkston Capital Partners, LLC | 24,896 | 3,841,000 | 0.30% | ||
| 48 | Page Arthur B | 24,078 | 3,715,000 | 0.29% | ||
| 49 | FARR MILLER & WASHINGTON LLC/DC | 23,721 | 3,660,000 | 0.29% | ||
| 50 | Geneva Advisors, LLC | 22,720 | 3,506,000 | 0.28% |
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.
