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 |
|---|---|---|---|---|---|
|
Whitford Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,878
shares
|
$3.23 Million
4.08% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Aug 08, 2025 Q2 2025 |
4,870
shares
|
$3.23 Million
0.91% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
4,864
shares
|
$3.22 Million
0.05% of portfolio
|
Q2 2025
Added 10.19%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Aug 14, 2025 Q2 2025 |
4,800
shares
|
$3.18 Million
0.14% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Aug 11, 2025 Q2 2025 |
4,800
shares
|
$3.18 Million
1.86% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Harrington Investments, Inc
|
Jul 14, 2025 Q2 2025 |
4,794
shares
|
$3.18 Million
2.02% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Aug 07, 2025 Q2 2025 |
4,776
shares
|
$3.16 Million
2.99% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,695
shares
|
$3.11 Million
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
4,681
shares
|
$3.1 Million
0.07% of portfolio
|
Q2 2025
Reduced 35.74%
|
|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
Aug 07, 2025 Q2 2025 |
4,673
shares
|
$3.1 Million
2.05% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jul 30, 2025 Q2 2025 |
4,653
shares
|
$3.08 Million
1.28% of portfolio
|
Q2 2025
Added 9.28%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
4,649
shares
|
$3.08 Million
0.02% of portfolio
|
Q3 2024
Added 20.75%
|
|
|
Nebula Research & Development LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,633
shares
|
$3.07 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
4,609
shares
|
$3.05 Million
0.26% of portfolio
|
Q2 2025
Added 12.44%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
4,604
shares
|
$3.05 Million
0.17% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
4,597
shares
|
$3.05 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
4,596
shares
|
$3.05 Million
0.22% of portfolio
|
Q4 2023
Added 4.38%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
4,588
shares
|
$3.04 Million
0.63% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Baer Investment Advisory LLC
Corte Madera, CA |
Jul 31, 2025 Q2 2025 |
4,587
shares
|
$3.04 Million
4.84% of portfolio
|
Q2 2025
Reduced 5.15%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
4,582
shares
|
$3.04 Million
0.7% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
4,560
shares
|
$3.02 Million
0.53% of portfolio
|
Q4 2022
Reduced 13.64%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,527
shares
|
$3 Million
0.24% of portfolio
|
Q4 2023
Reduced 0.31%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
4,525
shares
|
$3 Million
0.57% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
Jul 31, 2025 Q2 2025 |
4,500
shares
|
$2.98 Million
0.38% of portfolio
|
Q2 2025
Reduced 30.77%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
4,488
shares
|
$2.97 Million
0.05% of portfolio
|
Q2 2025
Added 9.54%
|