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 |
|---|---|---|---|---|---|
|
Okabena Investment Services Inc
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
2,802
shares
|
$1.86 Million
0.49% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
2,796
shares
|
$1.85 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
2,777
shares
|
$1.84 Million
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
2,772
shares
|
$1.84 Million
0.36% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Cullinan Associates Inc
|
Jul 22, 2025 Q2 2025 |
2,770
shares
|
$1.84 Million
0.15% of portfolio
|
Q4 2024
Reduced 41.19%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
2,770
shares
|
$1.84 Million
0.38% of portfolio
|
Q2 2025
Reduced 21.31%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
2,755
shares
|
$1.83 Million
0.06% of portfolio
|
Q2 2025
Added 10.07%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
2,754
shares
|
$1.83 Million
0.08% of portfolio
|
Q2 2025
Reduced 7.05%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jul 24, 2025 Q2 2025 |
2,740
shares
|
$1.82 Million
0.26% of portfolio
|
Q1 2025
Reduced 15.43%
|
|
|
Mig Capital, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
2,726
shares
|
$1.81 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Tom Gayner
Markel Corp
|
Aug 01, 2025 Q2 2025 |
2,720
shares
|
$1.8 Million
0.02% of portfolio
|
Q4 2021
Added 33.33%
|
|
|
Center Book Partners LP
Greenwich, CT |
Aug 12, 2025 Q2 2025 |
2,705
shares
|
$1.79 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
2,702
shares
|
$1.79 Million
0.16% of portfolio
|
Q2 2025
Added 38.78%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
2,696
shares
|
$1.79 Million
0.44% of portfolio
|
Q4 2022
Added 48.21%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
2,695
shares
|
$1.79 Million
0.19% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
2,694
shares
|
$1.79 Million
0.36% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
2,675
shares
|
$1.77 Million
0.12% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
2,669
shares
|
$1.77 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Breakline Capital LLC
New York, NY |
Feb 14, 2023 Q4 2022 |
2,647
shares
|
$1.75 Million
1.13% of portfolio
|
Q4 2022
New holding
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
2,640
shares
|
$1.75 Million
0.52% of portfolio
|
Q2 2025
Added 382.63%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
2,629
shares
|
$1.74 Million
0.05% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
2,627
shares
|
$1.74 Million
0.61% of portfolio
|
Q2 2025
Added 11.46%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Aug 12, 2025 Q2 2025 |
2,617
shares
|
$1.73 Million
0.56% of portfolio
|
Q2 2025
New holding
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
2,617
shares
|
$1.73 Million
0.11% of portfolio
|
Q2 2025
Reduced 50.85%
|
|
|
Silicon Valley Capital Partners
|
Sep 11, 2025 Q2 2025 |
2,615
shares
|
$1.73 Million
0.22% of portfolio
|
Q2 2025
Added 0.15%
|