0000892712-12-000401.txt : 20120724 0000892712-12-000401.hdr.sgml : 20120724 20120724152225 ACCESSION NUMBER: 0000892712-12-000401 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20120630 FILED AS OF DATE: 20120724 DATE AS OF CHANGE: 20120724 EFFECTIVENESS DATE: 20120724 FILER: COMPANY DATA: COMPANY CONFORMED NAME: INSTITUTIONAL CAPITAL LLC CENTRAL INDEX KEY: 0000050672 IRS NUMBER: 030598064 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-00016 FILM NUMBER: 12976493 BUSINESS ADDRESS: STREET 1: 225 WEST WACKER DRIVE STREET 2: SUTIE 2400 CITY: CHICAGO STATE: IL ZIP: 60606 BUSINESS PHONE: 312-424-9100 MAIL ADDRESS: STREET 1: 225 WEST WACKER DRIVE STREET 2: SUTIE 2400 CITY: CHICAGO STATE: IL ZIP: 60606 FORMER COMPANY: FORMER CONFORMED NAME: INSTITUTIONAL CAPITAL CORP DATE OF NAME CHANGE: 19920929 13F-HR 1 form13f.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Quarter Ended: June 30, 2012 Check here if Amendment [ ]; Amendment Number:_____ This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holding entries. Institutional Investment Manager Filing this Report: Name: Institutional Capital LLC Address: 225 West Wacker Drive, Suite 2400 Chicago, Illinois 60606 Form 13F File No: 28-16 ------- The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of the Reporting Manager: Name: Brian E. Franc Title: Executive Vice President and Chief Compliance Officer Phone: (312) 424-9100 Signature, Place, and Date of Signing: /s/ Brian E. Franc Chicago, Illinois 7/24/12 ------------------- ----------------- -------- (Signature) (City/State) (Date) Report Type (Check only one.): [ ] 13F Holdings Report (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F Notice (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [X] 13F Combination Report (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) List of Other Managers Reporting for this Manager: 13F File Number Name --------------- ---------------------- 028-01190 Frank Russell Company Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 1 Form 13F Information Table Entry Total: 87 Form 13F Information Table Value Total: $16,942,387 (in thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. 13F File Number Name --------------- -------------------------------- 1. Nuveen Investment Advisors, Inc. INSTITUTIONAL CAPITAL LLC FORM 13F 30-Jun-12 Voting Authority ------------------------- Title of Value Shares/ Sh/ Put/ Invstmt Other Name of Issuer class CUSIP (x$1000) Prn Amt Prn Call Dscretn Mgrs Sole Shd None ----------------------------- ---------- --------- ---------- ---------- --- ---- -------------- ----- ---------- --- --------- ACE Ltd. SHS H0023R105 128,711 1,736,282 SH Sole 1,633,387 102,895 ACE Ltd. SHS H0023R105 590 7,971 SH Shared-Defined 1 0 7,971 Applied Materials Inc. COM 038222105 366,438 31,975,848 SH Sole 30,557,558 1,418,290 Applied Materials Inc COM 038222105 490 42,849 SH Shared-Defined 1 0 42,849 Archer-Daniels-Midland Company COM 039483102 349,547 11,841,025 SH Sole 11,297,207 543,818 Archer-Daniels-Midland Company COM 039483102 502 17,018 SH Shared-Defined 1 0 17,018 BB&T Corp. COM 054937107 420,194 13,620,563 SH Sole 12,991,497 629,066 BB&T Corp. COM 054937107 604 19,582 SH Shared-Defined 1 0 19,582 BCE Inc. COM NEW 05534B760 219,379 5,324,738 SH Sole 4,936,137 388,601 BCE Inc. COM NEW 05534B760 597 14,499 SH Shared-Defined 1 0 14,499 Barrick Gold Corp. COM 067901108 432,890 11,522,212 SH Sole 10,851,412 670,800 Barrick Gold Corp. COM 067901108 535 14,249 SH Shared-Defined 1 0 14,249 BlackRock Inc. COM 09247X101 47,989 282,585 SH Sole 265,822 16,763 BlackRock Inc. COM 09247X101 231 1,361 SH Shared-Defined 1 0 1,361 CME Group Inc. COM 12572Q105 62,047 231,425 SH Sole 218,025 13,400 CME Group Inc. COM 12572Q105 281 1,047 SH Shared-Defined 1 0 1,047 Capital One Financial Corp. COM 14040H105 509,460 9,320,535 SH Sole 8,879,185 441,350 Capital One Financial Corp. COM 14040H105 772 14,125 SH Shared-Defined 1 0 14,125 Cisco Systems Inc. COM 17275R102 590,675 34,401,573 SH Sole 32,823,023 1,578,550 Cisco Systems Inc. COM 17275R102 780 45,420 SH Shared-Defined 1 0 45,420 Citigroup Inc. COM NEW 172967424 466,371 17,014,619 SH Sole 16,227,019 787,600 Citigroup Inc. COM NEW 172967424 653 23,817 SH Shared-Defined 1 0 23,817 Coca Cola Co. COM 191216100 88,291 1,129,182 SH Sole 1,068,699 60,483 Coca Cola Co. COM 191216100 368 4,702 SH Shared-Defined 1 0 4,702 ConocoPhillips COM 20825C104 1 21 SH Shared-Defined 1 0 21 Covidien PLC SHS G2554F113 416,446 7,784,027 SH Sole 7,430,575 353,452 Covidien PLC SHS G2554F113 526 9,834 SH Shared-Defined 1 0 9,834 Cummins Inc. COM 231021106 244,171 2,519,557 SH Sole 2,402,807 116,750 Cummins Inc. COM 231021106 346 3,570 SH Shared-Defined 1 0 3,570 Encana Corp. COM 292505104 300,207 14,412,264 SH Sole 13,504,614 907,650 Encana Corp. COM 292505104 345 16,568 SH Shared-Defined 1 0 16,568 Exxon Mobil Corp. COM 30231G102 669,670 7,825,992 SH Sole 7,477,042 348,950 Exxon Mobil Corp. COM 30231G102 1,002 11,709 SH Shared-Defined 1 0 11,709 General Electric Co. COM 369604103 632,898 30,369,394 SH Sole 29,086,494 1,282,900 General Electric Co. COM 369604103 816 39,175 SH Shared-Defined 1 0 39,175 Honeywell International Inc. COM 438516106 672,805 12,048,802 SH Sole 11,551,070 497,732 Honeywell International Inc. COM 438516106 939 16,808 SH Shared-Defined 1 0 16,808 JPMorgan Chase & Co. COM 46625H100 428,426 11,990,655 SH Sole 11,425,913 564,742 JPMorgan Chase & Co. COM 46625H100 690 19,316 SH Shared-Defined 1 0 19,316 Johnson & Johnson COM 478160104 558,661 8,269,119 SH Sole 7,899,319 369,800 Johnson & Johnson COM 478160104 672 9,948 SH Shared-Defined 1 0 9,948 Johnson Controls Inc. COM 478366107 462,696 16,697,765 SH Sole 15,910,761 787,004 Johnson Controls Inc. COM 478366107 568 20,500 SH Shared-Defined 1 0 20,500 Marathon Petroleum Corporation COM 56585A102 50,863 1,132,293 SH Sole 1,065,631 66,662 Marathon Petroleum Corporation COM 56585A102 245 5,444 SH Shared-Defined 1 0 5,444 McKesson Corp. COM 58155Q103 369,727 3,943,759 SH Sole 3,765,659 178,100 McKesson Corp. COM 58155Q103 462 4,929 SH Shared-Defined 1 0 4,929 Merck & Co. Inc. COM 58933Y105 505,524 12,108,369 SH Sole 11,590,473 517,896 Merck & Co. Inc. COM 58933Y105 671 16,073 SH Shared-Defined 1 0 16,073 MetLife Inc. COM 59156R108 86,642 2,808,490 SH Sole 2,638,596 169,894 MetLife Inc. COM 59156R108 304 9,855 SH Shared-Defined 1 0 9,855 Microsoft Corp. COM 594918104 688,523 22,508,122 SH Sole 21,471,333 1,036,789 Microsoft Corp. COM 594918104 814 26,594 SH Shared-Defined 1 0 26,594 Monsanto Co. COM 61166W101 519,872 6,280,157 SH Sole 5,988,731 291,426 Monsanto Co. COM 61166W101 731 8,834 SH Shared-Defined 1 0 8,834 Novartis AG SPONSORED ADR 66987V109 31,989 572,250 SH Sole 538,200 34,050 Novartis AG SPONSORED ADR 66987V109 155 2,764 SH Shared-Defined 1 0 2,764 Occidental Petroleum Corp. COM 674599105 537,689 6,268,961 SH Sole 5,994,447 274,514 Occidental Petroleum Corp. COM 674599105 708 8,258 SH Shared-Defined 1 0 8,258 Owens-Illinois Inc. COM NEW 690768403 59,159 3,086,044 SH Sole 2,903,743 182,301 Owens-Illinois Inc. COM NEW 690768403 279 14,567 SH Shared-Defined 1 0 14,567 Pfizer Inc. COM 717081103 1,074,426 46,714,152 SH Sole 44,708,484 2,005,668 Pfizer Inc. COM 717081103 1,243 54,037 SH Shared-Defined 1 0 54,037 Phillips 66 COM 718546104 263,631 7,931,136 SH Sole 7,574,136 357,000 Phillips 66 COM 718546104 315 9,462 SH Shared-Defined 1 0 9,462 Procter & Gamble Co. COM 742718109 544,896 8,896,262 SH Sole 8,523,112 373,150 Procter & Gamble Co. COM 742718109 601 9,815 SH Shared-Defined 1 0 9,815 Sanofi SPONSORED ADR 80105N105 75,564 2,000,112 SH Sole 1,878,779 121,333 Sanofi SPONSORED ADR 80105N105 276 7,303 SH Shared-Defined 1 0 7,303 Southwestern Energy Co. COM 845467109 275,963 8,642,750 SH Sole 8,252,100 390,650 Southwestern Energy Co. COM 845467109 385 12,042 SH Shared-Defined 1 0 12,042 Stanley Black & Decker Inc. COM 854502101 34,487 535,850 SH Sole 504,000 31,850 Stanley Black & Decker Inc. COM 854502101 163 2,534 SH Shared-Defined 1 0 2,534 Texas Instruments Inc. COM 882508104 639,561 22,292,125 SH Sole 21,238,258 1,053,867 Texas Instruments Inc. COM 882508104 855 29,791 SH Shared-Defined 1 0 29,791 Time Warner Inc. COM NEW 887317303 1,004,362 26,087,342 SH Sole 24,967,258 1,120,084 Time Warner Inc. COM NEW 887317303 1,260 32,730 SH Shared-Defined 1 0 32,730 UnitedHealth Group Inc. COM 91324P102 171,045 2,923,859 SH Sole 2,748,009 175,850 UnitedHealth Group Inc. COM 91324P102 612 10,462 SH Shared-Defined 1 0 10,462 Viacom Inc. CL B 92553P201 576,455 12,259,766 SH Sole 11,700,113 559,653 Viacom Inc. CL B 92553P201 781 16,606 SH Shared-Defined 1 0 16,606 Vodafone Group PLC SPONS ADR NEW 92857W209 822,986 29,204,608 SH Sole 27,276,798 1,927,810 Vodafone Group PLC SPONS ADR NEW 92857W209 1,004 35,643 SH Shared-Defined 1 0 35,643 Wells Fargo & Co. COM 949746101 426,148 12,743,671 SH Sole 12,152,734 590,937 Wells Fargo & Co. COM 949746101 579 17,309 SH Shared-Defined 1 0 17,309 Western Union Co. COM 959802109 89,829 5,334,238 SH Sole 5,013,738 320,500 Western Union Co. COM 959802109 323 19,184 SH Shared-Defined 1 0 19,184 REPORT SUMMARY 87 16,942,387