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INTUIT
INTUIT. Institutional holdings reported to the SEC.

Institutional Holders (2014Q2)
Portfolio Summary: 608 Institutional holders with a total value of $20,456,662,662.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WFG Advisors, LP 20 2,000 0.00%
2 Plante Moran Financial Advisors, LLC 22 2,000 0.00%
3 KANALY TRUST CO 24 2,000 0.00%
4 Winslow, Evans & Crocker, Inc. 32 2,577 0.00%
5 SIGNATUREFD, LLC 35 3,000 0.00%
6 Cornerstone Advisors, Inc. 33 3,000 0.00%
7 Archford Capital Strategies, LLC 45 3,623 0.00%
8 FORTALEZA ASSET MANAGEMENT INC/ 55 4,000 0.00%
9 North Star Investment Management Corp. 60 5,000 0.00%
10 Tarbox Family Office, Inc. 67 5,000 0.00%
11 Smithfield Trust Co 80 6,000 0.00%
12 ROCKEFELLER FINANCIAL SERVICES INC 77 6,000 0.00%
13 Johnson Financial Group, Inc. 70 6,000 0.00%
14 Partnervest Advisory Services LLC 79 6,000 0.00%
15 MSI Financial Services Inc 73 6,000 0.00%
16 M&T BANK CORP 75 6,000 0.00%
17 CKW FINANCIAL GROUP 100 8,000 0.00%
18 Tower Research Capital LLC (TRC) 104 8,000 0.00%
19 OPTIMUM INVESTMENT ADVISORS 100 8,000 0.00%
20 Stifel Trust Company, N.A. 91 8,000 0.00%
21 Gemmer Asset Management LLC 139 11,000 0.00%
22 Walleye Trading LLC 200 16,000 0.00% Put
23 ENTERPRISE FINANCIAL SERVICES CORP 246 20,000 0.00%
24 REILLY FINANCIAL ADVISORS, LLC 248 20,000 0.00%
25 ATWOOD & PALMER INC 250 20,000 0.00%
26 Ground Swell Capital, LLC 318 26,000 0.00%
27 Clarkston Capital Partners, LLC 346 27,863 0.00%
28 WOLVERINE ASSET MANAGEMENT LLC 42 28,000 0.00% Call
29 FRED ALGER MANAGEMENT, LLC 347 28,000 0.00%
30 QCI ASSET MANAGEMENT INC/NY 370 30,000 0.00%
31 MUFG Americas Holdings Corp 385 31,000 0.00%
32 Evercore Wealth Management, LLC 400 32,000 0.00%
33 TOMPKINS FINANCIAL CORP 395 32,000 0.00%
34 TRUST CO OF VERMONT 436 35,000 0.00%
35 HIGH POINT BANK & TRUST CO 450 36,000 0.00%
36 DUBUQUE BANK & TRUST CO 445 36,000 0.00%
37 People's United Financial, Inc. 490 39,000 0.00%
38 Vulcan Value Partners, LLC 480 39,000 0.00% SH
39 WOLVERINE ASSET MANAGEMENT LLC 67 39,000 0.00% Put
40 Manchester Capital Management LLC 514 41,000 0.00%
41 Invictus RG Pte. Ltd. 514 41,000 0.00%
42 Independent Portfolio Consultants, Inc. 521 42,000 0.00%
43 B. Riley Wealth Advisors, Inc. 560 45,120 0.00%
44 Focused Wealth Management, Inc 600 48,000 0.00%
45 BESSEMER GROUP INC 629 51,000 0.00%
46 Rothschild & Co Wealth Management UK Ltd 690 56,000 0.00%
47 Vigilant Capital Management, LLC 725 58,000 0.00%
48 Pinnacle Summer Investments, Inc. 729 59,000 0.00%
49 Mizuho Asset Management Co.,Ltd. 806 65,000 0.00%
50 COLONY GROUP LLC 854 69,000 0.00%
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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.