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 |
---|---|---|---|---|---|
Proficio Capital Partners LLC
Newton, MA |
Jul 25, 2024 Q2 2024 |
1,798
shares
|
$1.18 Million
0.13% of portfolio
|
Q2 2024
Added 1.64%
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Aug 05, 2024 Q2 2024 |
1,773
shares
|
$1.16 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
Kensington Investment Counsel, LLC
|
Aug 14, 2024 Q2 2024 |
1,770
shares
|
$1.16 Million
0.52% of portfolio
|
Q2 2024
Added 0.23%
|
|
Smith, Salley & Associates
|
Jul 29, 2024 Q2 2024 |
1,768
shares
|
$1.16 Million
0.09% of portfolio
|
Q2 2024
Added 13.84%
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1,762
shares
|
$1.15 Million
0.22% of portfolio
|
Q2 2024
Reduced 21.44%
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 13, 2024 Q2 2024 |
1,754
shares
|
$1.15 Million
0.04% of portfolio
|
Q2 2024
Reduced 50.03%
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
1,743
shares
|
$1.14 Million
0.04% of portfolio
|
Q2 2024
Added 19.55%
|
|
Weatherly Asset Management L. P.
|
Jul 31, 2024 Q2 2024 |
1,724
shares
|
$1.13 Million
0.1% of portfolio
|
Q2 2024
Reduced 3.74%
|
|
Sargent Investment Group, LLC
|
Aug 09, 2024 Q2 2024 |
1,717
shares
|
$1.12 Million
0.23% of portfolio
|
Q2 2024
Added 0.18%
|
|
Gg Group Ventures, LLC
Orlando, FL |
Aug 14, 2024 Q2 2024 |
1,713
shares
|
$1.12 Million
1.53% of portfolio
|
Q2 2024
New holding
|
|
Marcum Wealth, LLC
|
Jul 02, 2024 Q2 2024 |
1,712
shares
|
$1.12 Million
0.11% of portfolio
|
Q2 2024
Added 3.19%
|
|
Optas, LLC
|
Jul 25, 2024 Q2 2024 |
1,708
shares
|
$1.12 Million
0.29% of portfolio
|
Q2 2024
Added 1.18%
|
|
Wbh Advisory Inc
|
Jul 11, 2024 Q2 2024 |
1,706
shares
|
$1.12 Million
0.11% of portfolio
|
Q1 2024
Reduced 1.33%
|
|
Mjp Associates Inc
|
Jul 12, 2024 Q2 2024 |
1,700
shares
|
$1.11 Million
0.23% of portfolio
|
Q2 2024
Added 9.89%
|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 01, 2024 Q2 2024 |
1,684
shares
|
$1.1 Million
0.11% of portfolio
|
Q2 2024
Added 5.38%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
1,684
shares
|
$1.1 Million
0.04% of portfolio
|
Q2 2024
Added 6.05%
|
|
Kempen Capital Management N.V.
Amsterdam, P7 |
Jul 24, 2024 Q2 2024 |
1,684
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2024
Reduced 25.81%
|
|
Syon Capital LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1,679
shares
|
$1.1 Million
0.1% of portfolio
|
Q2 2024
Reduced 8.75%
|
|
Nvwm, LLC
|
Aug 13, 2024 Q2 2024 |
1,676
shares
|
$1.1 Million
0.3% of portfolio
|
Q2 2024
Reduced 19.07%
|
|
Parthenon LLC
|
Aug 07, 2024 Q2 2024 |
1,675
shares
|
$1.1 Million
0.14% of portfolio
|
Q3 2021
Reduced 1.47%
|
|
Garner Asset Management Corp
|
Aug 12, 2024 Q2 2024 |
1,668
shares
|
$1.09 Million
0.52% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Jul 30, 2024 Q2 2024 |
1,664
shares
|
$1.09 Million
0.81% of portfolio
|
Q2 2024
Added 14.68%
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 16, 2024 Q2 2024 |
1,653
shares
|
$1.08 Million
0.18% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Aug 07, 2024 Q2 2024 |
1,653
shares
|
$1.08 Million
0.61% of portfolio
|
Q2 2024
Added 1.72%
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
1,646
shares
|
$1.08 Million
0.04% of portfolio
|
Q3 2022
Added 7.44%
|