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

Institutional Holders (2014Q3)
Portfolio Summary: 100 Institutional holders with a total value of $547,533,074.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 THOMASPARTNERS, INC. 2,455,130 93,982,000 17.16%
2 PRIO WEALTH LIMITED PARTNERSHIP 1,210,412 46,334,000 8.46%
3 CHECK CAPITAL MANAGEMENT INC/CA 686,902 26,295,000 4.80%
4 MARKEL GROUP INC. 638,000 24,423,000 4.46%
5 ALTA CAPITAL MANAGEMENT LLC/ 555,129 21,250,000 3.88%
6 Birch Hill Investment Advisors LLC 512,300 19,611,000 3.58%
7 WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 488,245 18,690,000 3.41%
8 World Asset Management Inc 470,132 17,997,000 3.29%
9 IMPAX ASSET MANAGEMENT LLC 455,197 17,425,000 3.18%
10 ACADEMY CAPITAL MANAGEMENT 429,619 16,445,000 3.00%
11 Avalon Investment & Advisory 392,742 15,034,000 2.75%
12 Tufton Capital Management 342,142 13,097,000 2.39%
13 OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 335,526 12,844,000 2.35%
14 AMERICAN NATIONAL INSURANCE CO 321,745 12,316,000 2.25%
15 STRATEGY ASSET MANAGERS LLC 257,205 9,846,000 1.80%
16 Convergence Investment Partners, LLC 213,131 8,159,000 1.49%
17 CIM, LLC 208,637 7,986,000 1.46%
18 PARSONS CAPITAL MANAGEMENT INC/RI 169,761 6,500,000 1.19%
19 SCHWERIN BOYLE CAPITAL MANAGEMENT INC 168,000 6,431,000 1.17%
20 Kimelman & Baird, LLC 150,485 5,761,000 1.05%
21 Night Owl Capital Management, LLC 143,244 5,483,000 1.00%
22 Hugh Johnson Advisors LLC 141,801 5,428,000 0.99%
23 UNITED CAPITAL FINANCIAL ADVISORS, LLC 139,741 5,349,000 0.98%
24 MARSHWINDS ADVISORY CO 136,620 5,230,000 0.96%
25 ELEFANTE MICHAEL B 136,554 5,228,000 0.95%
26 BOYS ARNOLD & CO INC 130,424 4,993,000 0.91%
27 SOMERVILLE KURT F 129,124 4,943,000 0.90%
28 Beaumont Financial Partners, LLC 118,662 4,542,000 0.83%
29 ROANOKE ASSET MANAGEMENT CORP/ NY 108,908 4,169,000 0.76%
30 Hemenway Trust Co LLC 108,657 4,159,000 0.76%
31 Advisors Capital Management, LLC 106,102 4,062,000 0.74%
32 Azimuth Capital Management LLC 104,729 4,009,000 0.73%
33 Broderick Brian C 96,601 3,699,000 0.68%
34 Kidder Stephen W 95,300 3,648,000 0.67%
35 Palouse Capital Management, Inc. 89,440 3,424,000 0.63%
36 KCM INVESTMENT ADVISORS LLC 85,432 3,270,000 0.60%
37 Matterhorn Capital Management, LLC 83,389 3,193,000 0.58%
38 SMITH HAYES Advisers, Inc 77,696 2,974,000 0.54%
39 Cetera Advisors LLC 74,838 2,866,000 0.52%
40 CHICKASAW CAPITAL MANAGEMENT LLC 73,798 2,825,000 0.52%
41 DEARBORN PARTNERS LLC 72,320 2,769,000 0.51%
42 Geneva Advisors, LLC 71,795 2,748,000 0.50%
43 LEE DANNER & BASS INC 65,797 2,519,000 0.46%
44 HEADINVEST, LLC 64,399 2,515,000 0.46%
45 HOLLENCREST CAPITAL MANAGEMENT 63,268 2,422,000 0.44%
46 Palisade Asset Management, LLC 61,011 2,336,000 0.43%
47 FIDGEON TIMOTHY F 60,955 2,333,000 0.43%
48 PUZO MICHAEL J 59,060 2,261,000 0.41%
49 SeaBridge Investment Advisors LLC 57,626 2,206,000 0.40%
50 Cetera Advisor Networks LLC 56,527 2,160,000 0.39%
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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.