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 |
|---|---|---|---|---|---|
|
Outfitter Financial LLC
|
Aug 06, 2025 Q2 2025 |
3,123
shares
|
$2.07 Million
2.11% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
3,118
shares
|
$2.07 Million
0.4% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
3,096
shares
|
$2.05 Million
0.05% of portfolio
|
Q3 2024
Added 31.8%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
3,096
shares
|
$2.05 Million
0.81% of portfolio
|
Q1 2023
Reduced 32.34%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,087
shares
|
$2.05 Million
0.1% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
3,079
shares
|
$2.04 Million
0.08% of portfolio
|
Q2 2025
Reduced 9.12%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
3,076
shares
|
$2.04 Million
0.22% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Stiles Financial Services Inc
|
Jul 24, 2025 Q2 2025 |
3,065
shares
|
$2.03 Million
0.86% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
3,065
shares
|
$2.03 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Qtron Investments LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,059
shares
|
$2.03 Million
0.32% of portfolio
|
Q1 2025
Reduced 14.74%
|
|
|
De Burlo Group Inc
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,040
shares
|
$2.01 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
3,030
shares
|
$2.01 Million
0.04% of portfolio
|
Q2 2025
Added 5.87%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
2,968
shares
|
$1.97 Million
0.03% of portfolio
|
Q2 2025
Added 36.08%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
2,947
shares
|
$1.95 Million
0.04% of portfolio
|
Q2 2025
Added 14.22%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
2,926
shares
|
$1.94 Million
0.86% of portfolio
|
Q4 2024
Added 16.92%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Jul 29, 2025 Q2 2025 |
2,925
shares
|
$1.94 Million
0.62% of portfolio
|
Q2 2025
Reduced 18.0%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
2,916
shares
|
$1.93 Million
0.21% of portfolio
|
Q1 2025
Reduced 17.25%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
2,880
shares
|
$1.91 Million
0.06% of portfolio
|
Q2 2025
Added 616.42%
|
|
|
Eads & Heald Wealth Management
|
Jul 22, 2025 Q2 2025 |
2,871
shares
|
$1.9 Million
1.12% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
2,867
shares
|
$1.9 Million
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
2,835
shares
|
$1.88 Million
1.51% of portfolio
|
Q4 2024
New holding
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
2,834
shares
|
$1.88 Million
0.28% of portfolio
|
Q3 2023
Reduced 8.11%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
2,811
shares
|
$1.86 Million
0.33% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
2,811
shares
|
$1.86 Million
0.33% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Aug 06, 2025 Q2 2025 |
2,805
shares
|
$1.86 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.21%
|