| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Arbor Investment Advisors, LLC | 24 | 24 | 1.81% | 3.16% | 5.91% | Q4 2010 | Q3 2016 | 24 |
| ZWJ INVESTMENT COUNSEL INC | 14 | 14 | 0.10% | 0.13% | 0.15% | Q2 2013 | Q3 2016 | 14 |
| CenturyLink Investment Management Co | 14 | 14 | 0.32% | 0.37% | 0.43% | Q2 2013 | Q3 2016 | 14 |
| Capital Wealth Planning, LLC | 14 | 14 | 1.08% | 1.52% | 2.13% | Q2 2013 | Q3 2016 | 14 |
| TOWER BRIDGE ADVISORS | 14 | 14 | 0.59% | 1.00% | 1.42% | Q2 2013 | Q3 2016 | 14 |
| BAR HARBOR WEALTH MANAGEMENT | 10 | 4 | 0.04% | 0.05% | 0.06% | Q1 2013 | Q3 2016 | 14 |
| Estabrook Capital Management | 12 | 1 | 0.00% | 0.12% | 0.52% | Q2 2013 | Q3 2016 | 13 |
| SECURITY NATIONAL TRUST CO | 9 | 1 | 0.08% | 0.32% | 0.87% | Q2 2013 | Q3 2016 | 12 |
| Welch Group, LLC | 11 | 11 | 0.03% | 0.04% | 0.04% | Q3 2013 | Q1 2016 | 11 |
| COMMUNITY TRUST & INVESTMENT CO | 11 | 11 | 0.06% | 0.08% | 0.10% | Q4 2013 | Q2 2016 | 11 |
| Gemmer Asset Management LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2016 | 11 |
| CULBERTSON A N & CO INC | 11 | 11 | 0.24% | 0.38% | 0.63% | Q2 2013 | Q4 2015 | 11 |
| BRIGHTON JONES LLC | 5 | 5 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q4 2015 | 10 |
| Braver Wealth Management, LLC | 5 | 1 | 0.04% | 0.31% | 0.69% | Q2 2013 | Q3 2016 | 9 |
| Waldron Private Wealth LLC | 7 | 2 | 0.16% | 0.21% | 0.26% | Q2 2014 | Q3 2016 | 9 |
| BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 9 | 9 | 0.12% | 0.16% | 0.19% | Q3 2014 | Q3 2016 | 9 |
| SPECTRUM ADVISORY SERVICES INC | 8 | 8 | 0.20% | 0.23% | 0.24% | Q2 2014 | Q1 2016 | 8 |
| DAVIS CAPITAL PARTNERS, LLC | 8 | 8 | 1.41% | 1.70% | 1.88% | Q2 2013 | Q1 2015 | 8 |
| HL FINANCIAL SERVICES LLC | 7 | 1 | 0.02% | 0.04% | 0.05% | Q3 2013 | Q3 2016 | 8 |
| Burt Wealth Advisors | 8 | 8 | 0.24% | 0.31% | 0.35% | Q4 2014 | Q3 2016 | 8 |
| RONALD BLUE & CO LLC | 6 | 1 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q1 2016 | 8 |
| NatWest Group plc | 6 | 1 | 0.07% | 0.22% | 0.38% | Q2 2013 | Q1 2015 | 7 |
| SUMMIT SECURITIES GROUP LLC | 2 | 2 | 0.00% | 0.02% | 0.09% | Q3 2013 | Q4 2014 | 7 |
| FULTON BREAKEFIELD BROENNIMAN LLC | 7 | 7 | 0.09% | 0.13% | 0.17% | Q3 2013 | Q1 2015 | 7 |
| Ohio National Investments, Inc. | 5 | 2 | 0.12% | 0.13% | 0.13% | Q2 2013 | Q4 2015 | 7 |
| Atlantic Union Bankshares Corp | 6 | 6 | 0.85% | 0.97% | 1.11% | Q2 2015 | Q3 2016 | 6 |
| Capital Investment Advisors, LLC | 5 | 5 | 0.06% | 0.09% | 0.15% | Q2 2015 | Q2 2016 | 5 |
| Kingfisher Capital LLC | 3 | 1 | 0.10% | 0.12% | 0.14% | Q2 2013 | Q4 2015 | 5 |
| Beutel, Goodman & Co Ltd. | 5 | 5 | 0.91% | 0.99% | 1.05% | Q2 2014 | Q2 2015 | 5 |
| Montecito Bank & Trust | 4 | 1 | 0.09% | 0.11% | 0.13% | Q3 2014 | Q2 2016 | 5 |
| Riggs Asset Managment Co. Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 5 |
| Willingdon Wealth Management | 5 | 5 | 1.61% | 1.71% | 1.91% | Q1 2014 | Q1 2015 | 5 |
| Bray Capital Advisors | 2 | 1 | 1.42% | 1.54% | 1.61% | Q4 2014 | Q3 2016 | 5 |
| B. Riley Wealth Advisors, Inc. | 4 | 4 | 0.06% | 0.08% | 0.10% | Q2 2014 | Q1 2015 | 4 |
| Nelson Capital Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
| HABERER REGISTERED INVESTMENT ADVISOR INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
| Stanley-Laman Group, Ltd. | 4 | 4 | 0.21% | 0.26% | 0.36% | Q3 2015 | Q2 2016 | 4 |
| Manchester Capital Management LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2014 | 4 |
| Domani Wealth, LLC | 3 | 1 | 0.08% | 0.10% | 0.13% | Q3 2015 | Q3 2016 | 4 |
| Select Asset Management & Trust | 4 | 4 | 0.67% | 0.79% | 0.97% | Q3 2015 | Q2 2016 | 4 |
| SKBA CAPITAL MANAGEMENT LLC | 2 | 2 | 2.69% | 2.78% | 2.94% | Q2 2014 | Q3 2015 | 4 |
| Janney Montgomery Scott LLC | 3 | 1 | 0.10% | 0.12% | 0.14% | Q4 2013 | Q3 2015 | 4 |
| JUPITER ASSET MANAGEMENT LTD | 2 | 2 | 0.05% | 0.11% | 0.30% | Q3 2013 | Q3 2015 | 4 |
| Lenox Wealth Management, Inc. | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2015 | Q3 2016 | 4 |
| SALEM INVESTMENT COUNSELORS INC | 3 | 3 | 1.85% | 1.90% | 1.96% | Q2 2013 | Q4 2013 | 3 |
| BRAUN STACEY ASSOCIATES INC | 2 | 1 | 0.03% | 0.15% | 0.23% | Q2 2013 | Q2 2015 | 3 |
| INR ADVISORY SERVICES LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
| CULLINAN ASSOCIATES INC | 1 | 1 | 0.95% | 1.09% | 1.22% | Q3 2013 | Q4 2014 | 3 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 3 | 3 | 1.60% | 1.72% | 1.85% | Q1 2016 | Q3 2016 | 3 |
| Verus Financial Partners, Inc. | 3 | 3 | 0.12% | 0.12% | 0.12% | Q1 2016 | Q3 2016 | 3 |
| Pinkerton Retirement Specialists, LLC | 2 | 1 | 0.05% | 0.51% | 1.43% | Q4 2014 | Q3 2016 | 3 |
| ENDEX CAPITAL MANAGEMENT LLC | 3 | 3 | 0.24% | 0.25% | 0.25% | Q2 2013 | Q4 2013 | 3 |
| Visionary Asset Management, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2014 | 3 |
| GROUP ONE TRADING, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2015 | 3 |
| TORONTO DOMINION BANK | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2014 | 3 |
| Wills Financial Group, Inc. | 2 | 2 | 0.50% | 0.51% | 0.52% | Q1 2016 | Q2 2016 | 2 |
| Ancora Advisors LLC | 1 | 1 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q3 2014 | 2 |
| QUANTUM CAPITAL MANAGEMENT | 2 | 2 | 0.52% | 0.54% | 0.56% | Q3 2013 | Q4 2013 | 2 |
| Crosspoint Capital Strategies, LLC | 2 | 2 | 0.29% | 0.40% | 0.52% | Q1 2015 | Q2 2015 | 2 |
| TIAA CREF TRUST CO FSB/MO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
| ORRSTOWN FINANCIAL SERVICES INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q2 2015 | 2 |
| CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2013 | Q4 2015 | 2 |
| TEACHERS ADVISORS, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q3 2013 | 2 |
| Jump Trading, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 2 |
| JOHNSON INVESTMENT COUNSEL INC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q2 2014 | 2 |
| Moon Capital Management, LLC | 2 | 2 | 0.72% | 0.77% | 0.81% | Q3 2013 | Q4 2013 | 2 |
| STATE STREET CORP | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2015 | Q3 2015 | 2 |
| Alexandria Capital, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2016 | Q3 2016 | 2 |
| RKL Wealth Management LLC | 2 | 2 | 0.57% | 0.60% | 0.62% | Q2 2016 | Q3 2016 | 2 |
| NuWave Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
| Financial Advantage, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q4 2013 | 2 |
| Karp Capital Management Corp | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2015 | 2 |
| TIAA CREF INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q2 2013 | Q3 2013 | 2 |
| D. SCOTT NEAL, INC. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2016 | Q1 2016 | 1 |
| Advisory Services Network, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
| USA FINANCIAL FORMULAS | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2015 | Q1 2015 | 1 |
| Windsor Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
| HUTCHENS INVESTMENT MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
| Sharkey, Howes & Javer | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
| PETTYJOHN, WOOD & WHITE, INC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q3 2013 | Q3 2013 | 1 |
| National Pension Service | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2015 | Q2 2015 | 1 |
| Concert Wealth Management Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q3 2015 | 1 |
| COLONY GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
| First National Bank of Mount Dora, Trust Investment Services | 1 | 1 | 1.65% | 1.65% | 1.65% | Q3 2013 | Q3 2013 | 1 |
| MUNDER CAPITAL MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
| PGGM Investments | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2013 | Q4 2013 | 1 |
| Madison Scottsdale, LC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
| INTEGRATED WEALTH COUNSEL, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q3 2016 | 1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
| AMERICAN NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
| First Horizon Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2013 | Q3 2013 | 1 |
| Stevens First Principles Investment Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
| OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2013 | Q2 2013 | 1 |
| McNamara Financial Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
| Verity & Verity, LLC | 1 | 1 | 1.22% | 1.22% | 1.22% | Q3 2013 | Q3 2013 | 1 |
| TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
| Alpine Global Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2014 | Q1 2014 | 1 |
| Texas Yale Capital Corp. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
| AMG Funds LLC | 1 | 1 | 1.50% | 1.50% | 1.50% | Q3 2016 | Q3 2016 | 1 |
| Cardinal Capital Management | 1 | 1 | 1.61% | 1.61% | 1.61% | Q2 2013 | Q2 2013 | 1 |
| AMERICAN NATIONAL BANK & TRUST CO /VA/ | 1 | 1 | 1.34% | 1.34% | 1.34% | Q2 2013 | Q2 2013 | 1 |
| Hartford Financial Management Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2015 | Q3 2015 | 1 |
| Sandy Spring Bank | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2014 | Q1 2014 | 1 |
| FMA ADVISORY INC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q1 2014 | Q1 2014 | 1 |
| IBM Retirement Fund | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2013 | Q3 2013 | 1 |
| Reynders McVeigh Capital Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2016 | Q2 2016 | 1 |
| NEVILLE RODIE & SHAW INC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2013 | Q2 2013 | 1 |
| SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
| WEATHERLY ASSET MANAGEMENT L. P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q2 2014 | 1 |
| SII INVESTMENTS INC/WI | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
| CAPITAL MANAGEMENT CORP /VA | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
| StellarOne CORP | 1 | 1 | 1.29% | 1.29% | 1.29% | Q2 2013 | Q2 2013 | 1 |
| OLD DOMINION CAPITAL MANAGEMENT INC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q2 2014 | Q2 2014 | 1 |
| CKW FINANCIAL GROUP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
| TD Securities (USA) LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2013 | Q4 2013 | 1 |
| Aston Asset Management, LLC | 1 | 1 | 1.18% | 1.18% | 1.18% | Q2 2016 | Q2 2016 | 1 |
| First City Capital Management, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2014 | Q1 2014 | 1 |
| Calvert Investment Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2014 | Q4 2014 | 1 |
| BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 1.24% | 1.24% | 1.24% | Q2 2013 | Q2 2013 | 1 |
| Regent Investment Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2013 | Q3 2013 | 1 |
| Archford Capital Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
| SIGNET MANAGEMENT USA, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2013 | Q4 2013 | 1 |
| Blue Chip Partners, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2016 | Q2 2016 | 1 |
| CWM, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2016 | Q2 2016 | 1 |
| Mariner Wealth Advisors-Cincinnati, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2016 | Q3 2016 | 1 |
| VALLEY NATIONAL ADVISERS INC | 1 | 1 | 2.07% | 2.07% | 2.07% | Q3 2016 | Q3 2016 | 1 |
| HAMEL ASSOCIATES, INC. | 1 | 1 | 2.00% | 2.00% | 2.00% | Q4 2013 | Q4 2013 | 1 |
This page lists all the filers that currently own BB&T CORP or have owned BB&T CORP in the past.