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

Institutional Holders (2016Q1)
Portfolio Summary: 87 Institutional holders with a total value of $422,685,129.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 THOMASPARTNERS, INC. 3,199,899 130,908,000 30.97%
2 PRIO WEALTH LIMITED PARTNERSHIP 1,022,370 41,825,000 9.90%
3 CHECK CAPITAL MANAGEMENT INC/CA 701,453 28,696,000 6.79%
4 Avalon Investment & Advisory 395,884 16,196,000 3.83%
5 ACADEMY CAPITAL MANAGEMENT 359,932 14,724,000 3.48%
6 WINDWARD CAPITAL MANAGEMENT CO /CA 319,881 13,086,000 3.10%
7 World Asset Management Inc 315,619 12,912,000 3.05%
8 AMERICAN NATIONAL INSURANCE CO 253,484 10,370,000 2.45%
9 Birch Hill Investment Advisors LLC 250,015 10,228,000 2.42%
10 SOMERVILLE KURT F 246,659 10,092,000 2.39%
11 SCHWERIN BOYLE CAPITAL MANAGEMENT INC 229,124 9,373,000 2.22%
12 Palisade Asset Management, LLC 227,562 9,310,000 2.20%
13 Stillwater Capital Advisors, LLC 218,154 8,925,000 2.11%
14 BERNZOTT CAPITAL ADVISORS 147,099 6,018,000 1.42%
15 Hemenway Trust Co LLC 133,941 5,480,000 1.30%
16 Beaumont Financial Partners, LLC 121,444 5,240,000 1.24%
17 KCM INVESTMENT ADVISORS LLC 121,675 4,978,000 1.18%
18 MARSHWINDS ADVISORY CO 121,393 4,966,000 1.17%
19 Kidder Stephen W 113,710 4,652,000 1.10%
20 ROANOKE ASSET MANAGEMENT CORP/ NY 106,683 4,364,000 1.03%
21 Broderick Brian C 102,458 4,191,000 0.99%
22 SHELTON CAPITAL MANAGEMENT 98,429 4,027,000 0.95%
23 Palouse Capital Management, Inc. 92,897 3,800,000 0.90%
24 BURNS J W & CO INC/NY 69,275 2,834,000 0.67%
25 LEE DANNER & BASS INC 62,771 2,552,000 0.60%
26 PUZO MICHAEL J 62,015 2,537,000 0.60%
27 HEADINVEST, LLC 57,350 2,346,000 0.56%
28 HOLLENCREST CAPITAL MANAGEMENT 55,561 2,273,000 0.54%
29 Colonial Trust Advisors 52,725 2,157,000 0.51%
30 ZEVIN ASSET MANAGEMENT LLC 52,254 2,138,000 0.51%
31 Notis-McConarty Edward 44,937 1,839,000 0.44%
32 CHICKASAW CAPITAL MANAGEMENT LLC 44,838 1,834,000 0.43%
33 IMPAX ASSET MANAGEMENT LLC 44,713 1,829,000 0.43%
34 EADS & HEALD WEALTH MANAGEMENT 44,616 1,825,000 0.43%
35 CrestPoint Capital Management, LLC 43,900 1,796,000 0.42%
36 Reynders McVeigh Capital Management, LLC 43,384 1,775,000 0.42%
37 ALTA CAPITAL MANAGEMENT LLC/ 42,679 1,746,000 0.41%
38 American National Registered Investment Advisor, Inc. 39,093 1,599,000 0.38%
39 LaSalle Street Capital Management, LLC 38,154 1,561,000 0.37%
40 TEALWOOD ASSET MANAGEMENT INC 36,957 1,512,000 0.36%
41 BOYS ARNOLD & CO INC 32,309 1,322,000 0.31%
42 GAMBLE JONES INVESTMENT COUNSEL 28,871 1,181,000 0.28%
43 Boltwood Capital Management 27,306 1,117,000 0.26%
44 PETTYJOHN, WOOD & WHITE, INC 26,209 1,072,000 0.25%
45 Regent Investment Management LLC 26,201 1,072,000 0.25%
46 Azimuth Capital Management LLC 26,046 1,066,000 0.25%
47 BUCKHEAD CAPITAL MANAGEMENT LLC 23,672 968,000 0.23%
48 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 23,548 963,000 0.23%
49 DEMPZE NANCY E 20,986 859,000 0.20%
50 Fayerweather Charles 20,935 856,000 0.20%
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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.