Dark
Light
System
Security
INTUIT
INTUIT. Institutional holdings reported to the SEC.

Institutional Holders (2015Q4)
Portfolio Summary: 663 Institutional holders with a total value of $22,593,447,592.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Kovack Advisors, Inc. 2 0 0.00% Call
2 MassMutual Private Wealth & Trust, FSB 0 0 0.00%
3 Kavar Capital Partners, LLC 18 1,000 0.00%
4 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 14 1,000 0.00%
5 ClariVest Asset Management LLC 19 2,000 0.00%
6 Avior Wealth Management, LLC 30 3,000 0.00%
7 Winslow, Evans & Crocker, Inc. 32 3,088 0.00%
8 HEFTY WEALTH PARTNERS 44 4,000 0.00%
9 Global X Management CO LLC 40 4,000 0.00%
10 KANALY TRUST CO 37 4,000 0.00%
11 VALLEY NATIONAL ADVISERS INC 50 5,000 0.00%
12 TRUST DEPARTMENT MB FINANCIAL BANK N A 51 5,000 0.00%
13 Carroll Financial Associates, Inc. 54 5,000 0.00%
14 Psagot Value Holdings Ltd. 50 5,000 0.00%
15 Gradient Investments LLC 50 5,000 0.00%
16 Nelson Capital Management, LLC 67 6,000 0.00%
17 North Star Investment Management Corp. 60 6,000 0.00%
18 TD Securities (USA) LLC 59 6,000 0.00%
19 ALPHA WINDWARD LLC 64 6,000 0.00%
20 Cornerstone Advisors, Inc. 62 6,000 0.00%
21 Tarbox Family Office, Inc. 74 7,000 0.00%
22 DELPHI PRIVATE ADVISORS LLC 68 7,000 0.00%
23 QUADRANT CAPITAL GROUP LLC 119 7,000 0.00%
24 WEALTHPLAN PARTNERS, LLC 80 7,720 0.00%
25 PROFICIO CAPITAL PARTNERS LLC 80 8,000 0.00%
26 Smithfield Trust Co 80 8,000 0.00%
27 Burt Wealth Advisors 100 9,000 0.00%
28 ZIONS BANCORPORATION 100 9,000 0.00% SH
29 Barrett Asset Management, LLC 100 10,000 0.00%
30 Point72 Hong Kong Ltd 100 10,000 0.00%
31 EXANE DERIVATIVES 106 10,228 0.00%
32 Manchester Capital Management LLC 117 11,000 0.00%
33 Archford Capital Strategies, LLC 120 12,000 0.00%
34 Tower Research Capital LLC (TRC) 123 12,000 0.00%
35 SIGNATUREFD, LLC 137 13,000 0.00%
36 CAPITAL GUARDIAN TRUST CO 134 13,000 0.00%
37 Gemmer Asset Management LLC 139 13,000 0.00%
38 Parkside Financial Bank & Trust 157 15,000 0.00%
39 ENTERPRISE FINANCIAL SERVICES CORP 167 16,000 0.00%
40 MUFG Americas Holdings Corp 175 17,000 0.00%
41 ASSET DEDICATION, LLC 189 18,000 0.00%
42 INTEGRATED WEALTH MANAGEMENT 216 21,000 0.00%
43 ASSETMARK, INC 233 22,000 0.00%
44 REILLY FINANCIAL ADVISORS, LLC 248 24,000 0.00%
45 THOMPSON DAVIS & CO., INC. 257 25,000 0.00%
46 Transamerica Financial Advisors, LLC 256 25,000 0.00%
47 CT Financial Advisors LLC 300 28,950 0.00%
48 NEXT Financial Group, Inc 307 29,000 0.00%
49 PHYSICIANS FINANCIAL SERVICES, INC. 300 29,000 0.00%
50 WOLVERINE ASSET MANAGEMENT LLC 41 30,000 0.00% Call
Page 1 of 14

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.