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INTUIT
INTUIT. Institutional holdings reported to the SEC.

Institutional Holders (2016Q4)
Portfolio Summary: 729 Institutional holders with a total value of $25,214,722,420.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 DELPHI PRIVATE ADVISORS LLC 4 0 0.00%
2 CUTLER GROUP LLC / CA 900 0 0.00% Call
3 EDGE ADVISORS, LLC 4 0 0.00%
4 M&R CAPITAL MANAGEMENT INC 5 0 0.00%
5 IHT WEALTH MANAGEMENT, LLC 11 1,000 0.00%
6 Transamerica Financial Advisors, LLC 1 1,000 0.00%
7 CREATIVE FINANCIAL DESIGNS INC /ADV 16 2,000 0.00%
8 BELLWETHER INVESTMENT GROUP, LLC 14 2,000 0.00%
9 CUTLER GROUP LLC / CA 1,900 2,000 0.00% Put
10 Psagot Value Holdings Ltd. 15 2,000 0.00%
11 FIRST INTERSTATE BANK 25 3,000 0.00%
12 Ancora Advisors LLC 25 3,000 0.00%
13 PITTENGER & ANDERSON INC 30 3,000 0.00%
14 Apriem Advisors 33 4,000 0.00%
15 CENTERSTAR FUND, LLC 1,900 4,000 0.00% Put PRN
16 HEFTY WEALTH PARTNERS 44 5,000 0.00%
17 ADVANTAGE INVESTMENT MANAGEMENT, LLC 44 5,000 0.00%
18 OMNIA FAMILY WEALTH, LLC 44 5,000 0.00%
19 KANALY TRUST CO 52 6,000 0.00%
20 Carroll Financial Associates, Inc. 54 6,000 0.00%
21 VALLEY NATIONAL ADVISERS INC 50 6,000 0.00%
22 Archford Capital Strategies, LLC 54 6,000 0.00%
23 WEBSTER BANK, N. A. 64 7,000 0.00%
24 FARMERS & MERCHANTS INVESTMENTS INC 60 7,000 0.00%
25 FRED ALGER MANAGEMENT, LLC 63 7,000 0.00%
26 SOWELL FINANCIAL SERVICES LLC 67 8,000 0.00%
27 GLOBAL RETIREMENT PARTNERS, LLC 82 9,000 0.00%
28 PINKERTON WEALTH, LLC 78 9,000 0.00%
29 WOLVERINE ASSET MANAGEMENT LLC 100 11,000 0.00% Put
30 Burt Wealth Advisors 98 11,000 0.00%
31 Tarbox Family Office, Inc. 97 11,000 0.00%
32 Brandywine Global Investment Management, LLC 111 13,000 0.00%
33 Manchester Capital Management LLC 117 13,000 0.00%
34 PROFICIO CAPITAL PARTNERS LLC 113 13,000 0.00%
35 PRENTISS SMITH & CO INC 124 14,000 0.00%
36 MUFG Americas Holdings Corp 125 14,000 0.00%
37 DUBUQUE BANK & TRUST CO 125 14,000 0.00%
38 EMPIRICAL FINANCE, LLC 125 15,000 0.00%
39 CAPITAL GUARDIAN TRUST CO 134 15,000 0.00%
40 YORKBRIDGE WEALTH PARTNERS, LLC 125 15,000 0.00%
41 Point72 Hong Kong Ltd 142 16,000 0.00%
42 Camarda Financial Advisors, LLC 152 17,000 0.00%
43 ZIONS BANCORPORATION 161 18,000 0.00%
44 SUTTON WEALTH ADVISORS INC. 164 18,796 0.00%
45 SARGENT BICKHAM LAGUDIS LLC 170 19,000 0.00%
46 QUADRANT CAPITAL GROUP LLC 228 20,000 0.00%
47 ENTERPRISE FINANCIAL SERVICES CORP 176 20,000 0.00%
48 ASSET DEDICATION, LLC 183 21,000 0.00%
49 Ironwood Financial, llc 186 21,000 0.00%
50 COCONUT GROVE BANK 185 21,000 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.