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 |
---|---|---|---|---|---|
Flagship Harbor Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
2,439
shares
|
$1.6 Million
0.1% of portfolio
|
Q1 2024
Reduced 26.89%
|
|
Citizens National Bank Trust Department
|
Jul 22, 2024 Q2 2024 |
2,417
shares
|
$1.58 Million
0.35% of portfolio
|
Q2 2024
Added 3.87%
|
|
Choate Investment Advisors
Boston, MA |
Aug 08, 2024 Q2 2024 |
2,417
shares
|
$1.58 Million
0.04% of portfolio
|
Q2 2024
Added 6.38%
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jul 16, 2024 Q2 2024 |
2,412
shares
|
$1.58 Million
1.24% of portfolio
|
Q2 2024
Added 0.12%
|
|
Db Fitzpatrick & Co, Inc
|
Jul 17, 2024 Q2 2024 |
2,400
shares
|
$1.57 Million
1.47% of portfolio
|
Q2 2024
Added 39.86%
|
|
Community Capital Management, LLC
|
Oct 23, 2023 Q3 2023 |
2,400
shares
|
$1.57 Million
2.0% of portfolio
|
Q1 2023
Added 71.43%
|
|
Moloney Securities Asset Management, LLC
|
Jul 30, 2024 Q2 2024 |
2,397
shares
|
$1.57 Million
0.24% of portfolio
|
Q2 2024
Added 2.13%
|
|
Rmr Wealth Builders
|
Jul 23, 2024 Q2 2024 |
2,382
shares
|
$1.56 Million
0.18% of portfolio
|
Q2 2024
Added 6.53%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
2,380
shares
|
$1.56 Million
0.16% of portfolio
|
Q2 2024
Added 28.93%
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
2,374
shares
|
$1.55 Million
0.05% of portfolio
|
Q4 2023
Added 93.01%
|
|
Lee Danner & Bass Inc
|
Jul 30, 2024 Q2 2024 |
2,370
shares
|
$1.55 Million
0.12% of portfolio
|
Q2 2024
Added 556.51%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
2,350
shares
|
$1.54 Million
0.08% of portfolio
|
Q2 2024
Added 6.14%
|
|
Fort Pitt Capital Group, LLC
|
Jul 26, 2024 Q2 2024 |
2,349
shares
|
$1.54 Million
0.05% of portfolio
|
Q2 2024
Added 60.78%
|
|
Peak Asset Management, LLC
Louisville, CO |
Aug 12, 2024 Q2 2024 |
2,342
shares
|
$1.53 Million
0.31% of portfolio
|
Q1 2024
Reduced 0.89%
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 23, 2024 Q2 2024 |
2,330
shares
|
$1.52 Million
0.21% of portfolio
|
Q2 2024
Added 3.33%
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jul 26, 2024 Q2 2024 |
2,321
shares
|
$1.52 Million
0.11% of portfolio
|
Q2 2024
Added 40.58%
|
|
Amica Retiree Medical Trust
|
Nov 03, 2023 Q3 2023 |
2,317
shares
|
$1.52 Million
1.39% of portfolio
|
Q2 2023
Reduced 6.0%
|
|
Versor Investments LP
|
Aug 01, 2024 Q2 2024 |
2,306
shares
|
$1.51 Million
0.29% of portfolio
|
Q2 2024
New holding
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 15, 2024 Q1 2024 |
2,303
shares
|
$1.51 Million
0.16% of portfolio
|
Q1 2024
Added 10.77%
|
|
Invesco, LLC
Des Plaines, IL |
Aug 07, 2024 Q2 2024 |
2,294
shares
|
$1.5 Million
0.63% of portfolio
|
Q2 2024
Reduced 5.52%
|
|
Valeo Financial Advisors, LLC
|
Jul 10, 2024 Q2 2024 |
2,291
shares
|
$1.5 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.78%
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
2,289
shares
|
$1.5 Million
0.24% of portfolio
|
Q2 2024
Added 13.2%
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,286
shares
|
$1.5 Million
0.23% of portfolio
|
Q2 2022
Reduced 38.55%
|
|
Buckingham Capital Management, Inc.
|
Jul 15, 2024 Q2 2024 |
2,280
shares
|
$1.49 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
Family Legacy, Inc.
|
Jul 24, 2024 Q2 2024 |
2,279
shares
|
$1.49 Million
0.54% of portfolio
|
Q2 2024
Added 1.97%
|