Institutional Ownership Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU). We have compiled data on the 2,260 institutions that hold shares in the stock, with a total of 231 Million shares, which have been reported (via 13F filing form) to have a value of $139 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
9,091
shares
|
$5.46 Million
0.08% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
9,078
shares
|
$5.46 Million
1.52% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
9,055
shares
|
$5.44 Million
0.28% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Peregrine Investment Management Inc
Toronto, A6 |
Jan 30, 2025 Q4 2024 |
9,040
shares
|
$5.43 Million
3.3% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Holdings Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,000
shares
|
$5.41 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
8,998
shares
|
$5.41 Million
0.03% of portfolio
|
Q4 2024
Added 6.9%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
8,988
shares
|
$5.4 Million
0.09% of portfolio
|
Q4 2024
Added 56.61%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
8,977
shares
|
$5.4 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
8,900
shares
|
$5.35 Million
0.53% of portfolio
|
Q3 2023
Reduced 1.94%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Feb 11, 2025 Q4 2024 |
8,899
shares
|
$5.35 Million
0.12% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
8,871
shares
|
$5.33 Million
0.22% of portfolio
|
Q3 2022
Added 7.33%
|
|
|
First Western Trust Bank
Denver, CO |
Feb 12, 2025 Q4 2024 |
8,801
shares
|
$5.29 Million
0.26% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
8,726
shares
|
$5.25 Million
0.14% of portfolio
|
Q4 2024
Reduced 24.03%
|
|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
8,719
shares
|
$5.24 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
8,681
shares
|
$5.22 Million
1.3% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Wambolt & Associates, LLC
|
Feb 11, 2025 Q4 2024 |
8,665
shares
|
$5.21 Million
1.76% of portfolio
|
Q4 2024
Reduced 10.5%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
8,647
shares
|
$5.2 Million
0.01% of portfolio
|
Q4 2024
Added 415.93%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
8,634
shares
|
$5.19 Million
0.18% of portfolio
|
Q4 2024
Added 22.19%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
8,628
shares
|
$5.19 Million
1.3% of portfolio
|
Q2 2022
Reduced 10.93%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
8,539
shares
|
$5.13 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
8,539
shares
|
$5.13 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Denali Advisors LLC
|
Feb 04, 2025 Q4 2024 |
8,473
shares
|
$5.09 Million
0.57% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
8,461
shares
|
$5.09 Million
0.25% of portfolio
|
Q4 2024
Added 22.69%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
8,385
shares
|
$5.04 Million
0.2% of portfolio
|
Q4 2024
Added 7.83%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
8,357
shares
|
$5.02 Million
0.99% of portfolio
|
Q4 2024
Reduced 10.26%
|