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

Institutional Holders (2016Q2)
Portfolio Summary: 92 Institutional holders with a total value of $440,871,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 THOMASPARTNERS, INC. 3,400,208 139,170,000 31.57%
2 PRIO WEALTH LIMITED PARTNERSHIP 1,011,266 41,391,000 9.39%
3 CHECK CAPITAL MANAGEMENT INC/CA 714,129 29,229,000 6.63%
4 Avalon Investment & Advisory 411,954 16,861,000 3.82%
5 ACADEMY CAPITAL MANAGEMENT 348,049 14,357,000 3.26%
6 WINDWARD CAPITAL MANAGEMENT CO /CA 322,237 13,189,000 2.99%
7 World Asset Management Inc 315,604 12,918,000 2.93%
8 AMERICAN NATIONAL INSURANCE CO 253,484 10,375,000 2.35%
9 SOMERVILLE KURT F 249,459 10,210,000 2.32%
10 Birch Hill Investment Advisors LLC 234,830 9,612,000 2.18%
11 SCHWERIN BOYLE CAPITAL MANAGEMENT INC 229,124 9,378,000 2.13%
12 Palisade Asset Management, LLC 224,662 9,195,000 2.09%
13 Stillwater Capital Advisors, LLC 219,680 8,992,000 2.04%
14 Cognios Capital, LLC 202,450 8,285,000 1.88%
15 KLCM Advisors, Inc. 150,885 6,176,000 1.40%
16 BERNZOTT CAPITAL ADVISORS 146,650 6,002,000 1.36%
17 Hemenway Trust Co LLC 135,316 5,538,000 1.26%
18 KCM INVESTMENT ADVISORS LLC 119,573 4,894,000 1.11%
19 MARSHWINDS ADVISORY CO 118,993 4,870,000 1.10%
20 Kidder Stephen W 113,110 4,630,000 1.05%
21 ROANOKE ASSET MANAGEMENT CORP/ NY 106,453 4,357,000 0.99%
22 Broderick Brian C 102,518 4,196,000 0.95%
23 Long Road Investment Counsel, LLC 88,488 3,622,000 0.82%
24 Palouse Capital Management, Inc. 88,241 3,612,000 0.82%
25 BURNS J W & CO INC/NY 68,451 2,802,000 0.64%
26 LEE DANNER & BASS INC 62,771 2,569,000 0.58%
27 PUZO MICHAEL J 62,015 2,538,000 0.58%
28 HEADINVEST, LLC 57,555 2,356,000 0.53%
29 HOLLENCREST CAPITAL MANAGEMENT 55,638 2,277,000 0.52%
30 Colonial Trust Advisors 52,276 2,140,000 0.49%
31 ZEVIN ASSET MANAGEMENT LLC 52,254 2,139,000 0.49%
32 CHICKASAW CAPITAL MANAGEMENT LLC 45,038 1,843,000 0.42%
33 Notis-McConarty Edward 44,987 1,843,000 0.42%
34 Reynders McVeigh Capital Management, LLC 44,734 1,831,000 0.42%
35 CrestPoint Capital Management, LLC 44,100 1,805,000 0.41%
36 Huntington Steele LLC 43,339 1,774,000 0.40%
37 EADS & HEALD WEALTH MANAGEMENT 43,327 1,773,000 0.40%
38 ALTA CAPITAL MANAGEMENT LLC/ 39,611 1,621,000 0.37%
39 American National Registered Investment Advisor, Inc. 39,093 1,600,000 0.36%
40 LaSalle Street Capital Management, LLC 38,154 1,562,000 0.35%
41 TEALWOOD ASSET MANAGEMENT INC 37,216 1,523,000 0.35%
42 Ativo Capital Management LLC 34,111 1,396,000 0.32%
43 GAMBLE JONES INVESTMENT COUNSEL 27,828 1,139,000 0.26%
44 Boltwood Capital Management 27,566 1,128,000 0.26%
45 Azimuth Capital Management LLC 27,446 1,123,000 0.25%
46 PETTYJOHN, WOOD & WHITE, INC 26,369 1,079,000 0.24%
47 Regent Investment Management LLC 26,076 1,067,000 0.24%
48 BUCKHEAD CAPITAL MANAGEMENT LLC 24,027 983,000 0.22%
49 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 23,562 964,000 0.22%
50 DEMPZE NANCY E 20,836 852,000 0.19%
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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.