Institutional Ownership Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU). We have compiled data on the 2,501 institutions that hold shares in the stock, with a total of 237 Million shares, which have been reported (via 13F filing form) to have a value of $157 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
16,797
shares
|
$11.1 Million
0.91% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
16,597
shares
|
$11 Million
1.29% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
16,483
shares
|
$10.9 Million
2.97% of portfolio
|
Q3 2022
Added 1.33%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
16,418
shares
|
$10.9 Million
0.25% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
16,398
shares
|
$10.9 Million
2.05% of portfolio
|
Q2 2025
Added 6.79%
|
|
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
16,322
shares
|
$10.8 Million
1.21% of portfolio
|
Q2 2025
Added 21.52%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
16,094
shares
|
$10.7 Million
0.69% of portfolio
|
Q3 2023
Reduced 2.57%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
16,038
shares
|
$10.6 Million
1.36% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
15,959
shares
|
$10.6 Million
1.51% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Interval Partners, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
15,902
shares
|
$10.5 Million
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Oak Ridge Investments LLC
|
Jul 25, 2025 Q2 2025 |
15,888
shares
|
$10.5 Million
0.92% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
15,820
shares
|
$10.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.03%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Aug 14, 2025 Q2 2025 |
15,761
shares
|
$10.4 Million
0.68% of portfolio
|
Q2 2025
Added 381.11%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
15,715
shares
|
$10.4 Million
0.2% of portfolio
|
Q2 2025
Added 12.65%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
15,583
shares
|
$10.3 Million
0.05% of portfolio
|
Q2 2023
Reduced 42.52%
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
15,481
shares
|
$10.3 Million
1.5% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
15,463
shares
|
$10.2 Million
0.38% of portfolio
|
Q2 2025
Added 41.72%
|
|
|
Flossbach Von Storch Ag
Cologne, 2M |
Aug 07, 2025 Q2 2025 |
15,322
shares
|
$10.2 Million
0.05% of portfolio
|
Q2 2025
Reduced 12.41%
|
|
|
First Long Island Investors, LLC
|
Aug 12, 2025 Q2 2025 |
15,304
shares
|
$10.1 Million
0.95% of portfolio
|
Q3 2024
Reduced 18.16%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
15,251
shares
|
$10.1 Million
0.04% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
15,249
shares
|
$10.1 Million
0.18% of portfolio
|
Q3 2022
Added 9.43%
|
|
|
Parkwood LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
15,234
shares
|
$10.1 Million
1.08% of portfolio
|
Q2 2025
Reduced 52.24%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Aug 14, 2025 Q2 2025 |
15,196
shares
|
$10.1 Million
0.3% of portfolio
|
Q2 2025
Reduced 20.64%
|
|
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
Jul 30, 2025 Q2 2025 |
15,099
shares
|
$10 Million
0.1% of portfolio
|
Q2 2025
Reduced 27.1%
|
|
|
Eventide Asset Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
14,796
shares
|
$9.81 Million
0.22% of portfolio
|
Q2 2025
Added 19.03%
|