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VERIZON COMMUNICATIONS
VERIZON COMMUNICATIONS. Institutional holdings reported to the SEC.

Institutional Holders (2016Q4)
Portfolio Summary: 150 Institutional holders with a total value of $997,533,929.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CIBC WORLD MARKETS CORP 1,735,243 92,627,000 9.29%
2 CHECK CAPITAL MANAGEMENT INC/CA 1,085,236 57,930,000 5.81%
3 PRIO WEALTH LIMITED PARTNERSHIP 1,069,495 57,089,000 5.72%
4 Avalon Investment & Advisory 1,024,626 54,695,000 5.48%
5 ALTRINSIC GLOBAL ADVISORS LLC 773,602 41,295,000 4.14%
6 KCM INVESTMENT ADVISORS LLC 599,037 31,977,000 3.21%
7 VAUGHAN DAVID INVESTMENTS LLC/IL 586,224 31,293,000 3.14%
8 AVIANCE CAPITAL MANAGEMENT, LLC 549,906 29,354,000 2.94%
9 SEIZERT CAPITAL PARTNERS, LLC 536,221 28,623,000 2.87%
10 Bollard Group LLC 392,942 20,975,000 2.10%
11 World Asset Management Inc 392,740 20,964,000 2.10%
12 KLCM Advisors, Inc. 362,158 19,332,000 1.94%
13 JAMES INVESTMENT RESEARCH, INC. 345,008 18,417,000 1.85%
14 Azimuth Capital Management LLC 307,105 16,393,000 1.64%
15 AMERICAN NATIONAL INSURANCE CO 303,410 16,196,000 1.62%
16 Barrett Asset Management, LLC 301,869 16,114,000 1.62%
17 QCI ASSET MANAGEMENT INC/NY 300,092 16,019,000 1.61%
18 ROFFMAN MILLER ASSOCIATES INC /PA/ 268,385 14,326,000 1.44%
19 FLPUTNAM INVESTMENT MANAGEMENT CO 267,277 14,267,000 1.43%
20 NICHOLS & PRATT ADVISERS LLP /MA 259,470 13,859,000 1.39%
21 EVERETT HARRIS & CO /CA/ 252,280 13,467,000 1.35%
22 GoodHaven Capital Management, LLC 215,904 11,525,000 1.16%
23 Stillwater Capital Advisors, LLC 199,238 10,635,000 1.07%
24 ARGENT CAPITAL MANAGEMENT LLC 199,168 10,632,000 1.07%
25 ROTHSCHILD INVESTMENT LLC /IL 198,753 10,609,000 1.06%
26 DEARBORN PARTNERS LLC 196,886 10,510,000 1.05%
27 KINGS POINT CAPITAL MANAGEMENT 189,005 10,089,000 1.01%
28 CCM INVESTMENT ADVISERS LLC 185,927 9,924,000 0.99%
29 1834 INVESTMENT ADVISORS CO 180,067 9,612,000 0.96%
30 FORBES J M & CO LLP 173,297 9,250,000 0.93%
31 PETTYJOHN, WOOD & WHITE, INC 161,463 8,619,000 0.86%
32 MATRIX ASSET ADVISORS INC/NY 151,661 8,096,000 0.81%
33 Parsec Financial Management, Inc. 146,971 7,845,000 0.79%
34 LEE DANNER & BASS INC 140,023 7,474,000 0.75%
35 SCHMIDT P J INVESTMENT MANAGEMENT INC 137,008 7,313,000 0.73%
36 W.G. Shaheen & Associates DBA Whitney & Co 134,708 7,191,000 0.72%
37 CYPRESS ASSET MANAGEMENT INC/TX 128,599 6,865,000 0.69%
38 FRANKLIN STREET ADVISORS INC /NC 128,220 6,844,000 0.69%
39 BAINCO INTERNATIONAL INVESTORS 122,144 6,520,000 0.65%
40 PRINCETON CAPITAL MANAGEMENT INC 117,858 6,291,000 0.63%
41 EXCALIBUR MANAGEMENT CORP 117,253 6,259,000 0.63%
42 Main Street Research LLC 116,252 6,206,000 0.62%
43 Colonial Trust Advisors 115,971 6,191,000 0.62%
44 ADELL HARRIMAN & CARPENTER INC 110,461 5,896,429 0.59%
45 THOMAS STORY & SON LLC 110,307 5,888,000 0.59%
46 BERNZOTT CAPITAL ADVISORS 108,921 5,814,000 0.58%
47 Maple Capital Management, Inc. 106,857 5,704,000 0.57%
48 Narwhal Capital Management 106,715 5,696,000 0.57%
49 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 104,173 5,561,000 0.56%
50 SHELTON CAPITAL MANAGEMENT 99,670 5,320,000 0.53%
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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.