Institutional Ownership Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU). We have compiled data on the 2,129 institutions that hold shares in the stock, with a total of 229 Million shares, which have been reported (via 13F filing form) to have a value of $150 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Clean Yield Group
|
Jul 10, 2024 Q2 2024 |
3,567
shares
|
$2.33 Million
0.92% of portfolio
|
Q1 2024
Reduced 2.73%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Aug 02, 2024 Q2 2024 |
3,532
shares
|
$2.31 Million
0.12% of portfolio
|
Q2 2024
Reduced 12.03%
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
3,518
shares
|
$2.3 Million
0.09% of portfolio
|
Q4 2022
Added 129.93%
|
|
Brighton Jones LLC
|
Aug 12, 2024 Q2 2024 |
3,496
shares
|
$2.29 Million
0.08% of portfolio
|
Q2 2024
Reduced 3.05%
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 05, 2024 Q2 2024 |
3,461
shares
|
$2.26 Million
0.24% of portfolio
|
Q2 2024
Added 6.99%
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Aug 09, 2024 Q2 2024 |
3,426
shares
|
$2.24 Million
0.08% of portfolio
|
Q1 2024
Reduced 0.12%
|
|
Forvis Wealth Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
3,425
shares
|
$2.24 Million
0.06% of portfolio
|
Q1 2024
Reduced 0.7%
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
3,420
shares
|
$2.24 Million
0.05% of portfolio
|
Q2 2024
Reduced 7.39%
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
3,411
shares
|
$2.23 Million
0.1% of portfolio
|
Q2 2024
Added 21.73%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
3,407
shares
|
$2.23 Million
0.04% of portfolio
|
Q2 2024
Added 44.73%
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Aug 14, 2024 Q2 2024 |
3,400
shares
|
$2.22 Million
0.26% of portfolio
|
Q2 2024
New holding
|
|
Stiles Financial Services Inc
|
Aug 01, 2024 Q2 2024 |
3,381
shares
|
$2.21 Million
0.86% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
Jacobi Capital Management LLC
|
Aug 09, 2024 Q2 2024 |
3,371
shares
|
$2.21 Million
0.2% of portfolio
|
Q2 2024
Added 1.9%
|
|
Ellis Investment Partners, LLC
|
Aug 06, 2024 Q2 2024 |
3,334
shares
|
$2.18 Million
0.47% of portfolio
|
Q2 2024
Added 0.79%
|
|
M&G Investments (Usa) Inc.
Chicago, IL |
May 08, 2024 Q4 2023 |
3,319
shares
|
$2.17 Million
2.04% of portfolio
|
Q4 2023
New holding
|
|
Centiva Capital, LP
New York, NY |
Aug 14, 2024 Q2 2024 |
3,301
shares
|
$2.16 Million
0.04% of portfolio
|
Q2 2024
Added 806.87%
|
|
Summit Financial, LLC
Parsippany, NJ |
Jul 31, 2024 Q2 2024 |
3,297
shares
|
$2.16 Million
0.1% of portfolio
|
Q2 2024
Added 162.5%
|
|
Advisor Os, LLC
|
Aug 05, 2024 Q2 2024 |
3,296
shares
|
$2.16 Million
0.25% of portfolio
|
Q2 2024
Added 3.65%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Aug 02, 2024 Q2 2024 |
3,289
shares
|
$2.15 Million
0.06% of portfolio
|
Q2 2024
Added 19.64%
|
|
First Citizens Bank & Trust CO
|
Jul 19, 2024 Q2 2024 |
3,287
shares
|
$2.15 Million
0.03% of portfolio
|
Q2 2024
Added 7.56%
|
|
Sabal Trust CO
|
Jul 30, 2024 Q2 2024 |
3,273
shares
|
$2.14 Million
0.13% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2024 Q2 2024 |
3,272
shares
|
$2.14 Million
0.14% of portfolio
|
Q2 2024
Added 0.15%
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2024 Q2 2024 |
3,267
shares
|
$2.14 Million
0.16% of portfolio
|
Q2 2024
Added 0.65%
|
|
Novare Capital Management LLC
|
Aug 01, 2024 Q2 2024 |
3,256
shares
|
$2.13 Million
0.19% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
Meeder Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
3,221
shares
|
$2.11 Million
0.15% of portfolio
|
Q2 2024
Reduced 57.67%
|