INSTITUTIONAL CAPITAL LLC
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 21,086,497
- Description
- Across public 13F datasets, INSTITUTIONAL CAPITAL LLC is an institutional asset manager; in Q2 2014, the disclosed book looks like a broadly diversified core book with mostly cash-equity positioning. INSTITUTIONAL CAPITAL LLC has a shorter but trackable filing history in SEC disclosures. Recent core disclosed names include General Electric Co, Pfizer Inc, and Exxon Mobil Corp. Top-position leadership remained highly consistent quarter over quarter. In filing-to-filing comparison, you can observe moderately broader position breadth plus capital deployment that stayed in a similar range. The page is built for quick research handoff: from manager name search to verifiable holdings history and quarter-over-quarter changes. When "INSTITUTIONAL CAPITAL LLC top positions" is the intent, this summary is optimized to deliver clear context and then lead into granular disclosures.
- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2014 | 8/11/2014 | 44 | 21,086,497 | 13F-HR | INSTITUTIONAL CAPITAL LLC |
| Q1 2014 | 5/13/2014 | 42 | 21,247,430 | 13F-HR/A - RESTATEMENT | INSTITUTIONAL CAPITAL LLC |
| Q1 2014 | 5/13/2014 | 44 | 20,678,659 | 13F-HR | INSTITUTIONAL CAPITAL LLC |
| Q4 2013 | 2/12/2014 | 44 | 20,678,659 | 13F-HR | INSTITUTIONAL CAPITAL LLC |
| Q3 2013 | 2/5/2014 | 42 | 19,515,548 | 13F-HR/A - RESTATEMENT | INSTITUTIONAL CAPITAL LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 21.09 M | 100.0% | 0 | 160.9 K | -160.9 K |
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Fund Snapshot
Q2 2014
Latest filed
8/11/2014
Total value ($000)
21,086,497
Holdings
44
QoQ value change ($000)
-160,933
(-0.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.