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

Institutional Holders (2016Q3)
Portfolio Summary: 90 Institutional holders with a total value of $425,881,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 THOMASPARTNERS, INC. 3,637,504 142,881,000 33.55%
2 PRIO WEALTH LIMITED PARTNERSHIP 1,013,199 39,798,000 9.34%
3 CIBC WORLD MARKETS CORP 403,309 15,842,000 3.72%
4 UNITED CAPITAL FINANCIAL ADVISORS, LLC 361,324 14,193,000 3.33%
5 ACADEMY CAPITAL MANAGEMENT 348,275 13,680,000 3.21%
6 WINDWARD CAPITAL MANAGEMENT CO /CA 320,259 12,580,000 2.95%
7 World Asset Management Inc 311,521 12,237,000 2.87%
8 SOMERVILLE KURT F 255,259 10,026,000 2.35%
9 AMERICAN NATIONAL INSURANCE CO 253,484 9,957,000 2.34%
10 SCHWERIN BOYLE CAPITAL MANAGEMENT INC 229,124 9,000,000 2.11%
11 Palisade Asset Management, LLC 224,842 8,832,000 2.07%
12 Stillwater Capital Advisors, LLC 219,632 8,627,000 2.03%
13 Avalon Investment & Advisory 212,194 8,335,000 1.96%
14 Birch Hill Investment Advisors LLC 205,982 8,091,000 1.90%
15 Cognios Capital, LLC 181,311 7,120,000 1.67%
16 KLCM Advisors, Inc. 156,324 6,140,000 1.44%
17 BERNZOTT CAPITAL ADVISORS 145,025 5,697,000 1.34%
18 Hemenway Trust Co LLC 134,666 5,290,000 1.24%
19 MARSHWINDS ADVISORY CO 118,151 4,641,000 1.09%
20 KCM INVESTMENT ADVISORS LLC 116,543 4,578,000 1.07%
21 Kidder Stephen W 106,260 4,174,000 0.98%
22 ROANOKE ASSET MANAGEMENT CORP/ NY 105,728 4,153,000 0.98%
23 Broderick Brian C 99,517 3,909,000 0.92%
24 HOLLENCREST CAPITAL MANAGEMENT 98,069 3,852,000 0.90%
25 SHELTON CAPITAL MANAGEMENT 93,546 3,597,000 0.84%
26 Long Road Investment Counsel, LLC 85,288 3,350,000 0.79%
27 Palouse Capital Management, Inc. 85,193 3,346,000 0.79%
28 BURNS J W & CO INC/NY 67,193 2,639,000 0.62%
29 PUZO MICHAEL J 65,515 2,574,000 0.60%
30 LEE DANNER & BASS INC 61,256 2,406,000 0.56%
31 HEADINVEST, LLC 55,526 2,144,000 0.50%
32 Colonial Trust Advisors 53,952 2,119,000 0.50%
33 ZEVIN ASSET MANAGEMENT LLC 52,154 2,049,000 0.48%
34 Reynders McVeigh Capital Management, LLC 45,040 1,769,000 0.42%
35 Notis-McConarty Edward 44,987 1,768,000 0.42%
36 CHICKASAW CAPITAL MANAGEMENT LLC 44,788 1,759,000 0.41%
37 Huntington Steele LLC 43,099 1,693,000 0.40%
38 EADS & HEALD WEALTH MANAGEMENT 42,976 1,688,000 0.40%
39 Ativo Capital Management LLC 40,561 1,593,000 0.37%
40 ALTA CAPITAL MANAGEMENT LLC/ 39,492 1,551,000 0.36%
41 American National Registered Investment Advisor, Inc. 39,093 1,536,000 0.36%
42 LaSalle Street Capital Management, LLC 38,154 1,499,000 0.35%
43 Boltwood Capital Management 28,116 1,104,000 0.26%
44 GAMBLE JONES INVESTMENT COUNSEL 27,835 1,093,000 0.26%
45 Regent Investment Management LLC 26,076 1,024,000 0.24%
46 Azimuth Capital Management LLC 25,946 1,019,000 0.24%
47 PETTYJOHN, WOOD & WHITE, INC 25,919 1,018,000 0.24%
48 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 23,027 905,000 0.21%
49 BUCKHEAD CAPITAL MANAGEMENT LLC 22,977 903,000 0.21%
50 Bollard Group LLC 22,503 884,000 0.21%
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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.