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ORACLE CORPORATION
ORACLE CORPORATION. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 105 Institutional holders with a total value of $915,611,588.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Brave Warrior Advisors, LLC 7,801,188 319,147,000 34.86%
2 THOMASPARTNERS, INC. 2,064,130 84,443,000 9.22%
3 PRIO WEALTH LIMITED PARTNERSHIP 1,236,725 50,594,000 5.53%
4 J.P. Morgan Private Wealth Advisors LLC 649,716 26,580,000 2.90%
5 CHECK CAPITAL MANAGEMENT INC/CA 632,518 25,876,000 2.83%
6 MARKEL GROUP INC. 632,000 25,855,000 2.82%
7 Birch Hill Investment Advisors LLC 605,532 24,772,000 2.71%
8 ALTA CAPITAL MANAGEMENT LLC/ 539,267 22,061,000 2.41%
9 IMPAX ASSET MANAGEMENT LLC 519,292 21,244,000 2.32%
10 World Asset Management Inc 469,482 19,207,000 2.10%
11 ACADEMY CAPITAL MANAGEMENT 424,846 17,380,000 1.90%
12 Tufton Capital Management 347,699 14,224,000 1.55%
13 OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 340,105 13,914,000 1.52%
14 AMERICAN NATIONAL INSURANCE CO 321,745 13,163,000 1.44%
15 Constellation Wealth Advisors, LLC 310,455 12,701,000 1.39%
16 Avalon Investment & Advisory 303,821 12,429,000 1.36%
17 Capital Investment Services of America, Inc. 303,220 12,405,000 1.35%
18 CIM, LLC 200,291 8,194,000 0.89%
19 SCHWERIN BOYLE CAPITAL MANAGEMENT INC 168,000 6,873,000 0.75%
20 BADGLEY PHELPS & BELL INC 158,255 6,474,000 0.71%
21 Night Owl Capital Management, LLC 147,759 6,045,000 0.66%
22 ELEFANTE MICHAEL B 141,729 5,798,000 0.63%
23 BOYS ARNOLD & CO INC 141,272 5,779,000 0.63%
24 Hugh Johnson Advisors LLC 139,442 5,705,000 0.62%
25 PARSONS CAPITAL MANAGEMENT INC/RI 139,215 5,696,000 0.62%
26 MARSHWINDS ADVISORY CO 139,169 5,693,000 0.62%
27 Kimelman & Baird, LLC 134,200 5,490,000 0.60%
28 SOMERVILLE KURT F 131,709 5,388,000 0.59%
29 Beaumont Financial Partners, LLC 128,495 5,257,000 0.57%
30 Convergence Investment Partners, LLC 127,251 5,206,000 0.57%
31 Carnegie Investment Counsel 114,601 4,689,000 0.51%
32 Advisors Capital Management, LLC 114,329 4,677,000 0.51%
33 Hemenway Trust Co LLC 108,599 4,443,000 0.49%
34 ROANOKE ASSET MANAGEMENT CORP/ NY 108,098 4,422,000 0.48%
35 Broderick Brian C 96,181 3,935,000 0.43%
36 Matterhorn Capital Management, LLC 97,799 3,870,000 0.42%
37 Azimuth Capital Management LLC 94,543 3,868,000 0.42%
38 ZEVIN ASSET MANAGEMENT LLC 93,490 3,825,000 0.42%
39 HIGH POINTE CAPITAL MANAGEMENT LLC 93,220 3,814,000 0.42%
40 Palouse Capital Management, Inc. 92,767 3,795,000 0.41%
41 Kidder Stephen W 89,510 3,661,000 0.40%
42 KCM INVESTMENT ADVISORS LLC 80,843 3,307,000 0.36%
43 SMITH HAYES Advisers, Inc 76,807 3,142,000 0.34%
44 CHICKASAW CAPITAL MANAGEMENT LLC 74,898 3,064,000 0.33%
45 LEE DANNER & BASS INC 71,429 2,922,000 0.32%
46 DEARBORN PARTNERS LLC 70,178 2,871,000 0.31%
47 Addison Capital Co 67,677 2,769,000 0.30%
48 Cetera Advisor Networks LLC 65,491 2,672,000 0.29%
49 HEADINVEST, LLC 65,234 2,669,000 0.29%
50 PITTENGER & ANDERSON INC 64,875 2,654,000 0.29%
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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.