Institutional Ownership Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU). We have compiled data on the 2,259 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 $138 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Feb 13, 2025 Q4 2024 |
2,782
shares
|
$1.66 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Global Investments
Bountiful, UT |
Feb 11, 2025 Q4 2024 |
2,773
shares
|
$1.66 Million
0.11% of portfolio
|
Q4 2024
Reduced 19.62%
|
|
|
Cullinan Associates Inc
|
Jan 24, 2025 Q4 2024 |
2,770
shares
|
$1.66 Million
0.11% of portfolio
|
Q4 2024
Reduced 41.19%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
2,765
shares
|
$1.65 Million
0.02% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Eads & Heald Wealth Management
|
Jan 17, 2025 Q4 2024 |
2,761
shares
|
$1.65 Million
0.85% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Feb 12, 2025 Q4 2024 |
2,748
shares
|
$1.64 Million
1.18% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Tom Gayner
Markel Corp
|
Feb 07, 2025 Q4 2024 |
2,720
shares
|
$1.63 Million
0.02% of portfolio
|
Q4 2021
Added 33.33%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
2,717
shares
|
$1.62 Million
0.24% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
2,701
shares
|
$1.62 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
2,696
shares
|
$1.61 Million
0.44% of portfolio
|
Q4 2022
Added 48.21%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
2,682
shares
|
$1.6 Million
0.06% of portfolio
|
Q4 2024
Added 63.24%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
2,675
shares
|
$1.6 Million
0.99% of portfolio
|
Q4 2024
Added 338.52%
|
|
|
River Park Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,663
shares
|
$1.59 Million
1.21% of portfolio
|
Q3 2024
Reduced 9.61%
|
|
|
Breakline Capital LLC
New York, NY |
Feb 14, 2023 Q4 2022 |
2,647
shares
|
$1.58 Million
1.13% of portfolio
|
Q4 2022
New holding
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
2,625
shares
|
$1.57 Million
0.72% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
2,620
shares
|
$1.57 Million
0.41% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Feb 07, 2025 Q4 2024 |
2,615
shares
|
$1.56 Million
0.5% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
2,607
shares
|
$1.56 Million
0.18% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Feb 14, 2025 Q4 2024 |
2,598
shares
|
$1.55 Million
0.03% of portfolio
|
Q4 2024
Reduced 73.35%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jan 29, 2025 Q4 2024 |
2,592
shares
|
$1.55 Million
0.58% of portfolio
|
Q4 2024
Added 77.41%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Feb 14, 2025 Q4 2024 |
2,586
shares
|
$1.55 Million
0.03% of portfolio
|
Q4 2024
Added 11.51%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
2,580
shares
|
$1.54 Million
0.04% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
High Vista Strategies LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
2,563
shares
|
$1.53 Million
0.66% of portfolio
|
Q4 2024
Reduced 10.48%
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
2,553
shares
|
$1.53 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
2,532
shares
|
$1.51 Million
0.08% of portfolio
|
Q4 2024
Added 11.3%
|