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 |
|---|---|---|---|---|---|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
1,432
shares
|
$856,436
0.01% of portfolio
|
Q3 2022
Reduced 72.22%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
1,431
shares
|
$855,838
0.35% of portfolio
|
Q2 2023
Added 2.0%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,430
shares
|
$855,240
0.44% of portfolio
|
Q1 2024
Reduced 22.41%
|
|
|
Bryce Point Capital, LLC
Scarsdale, NY |
Feb 12, 2025 Q4 2024 |
1,426
shares
|
$852,847
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
1,423
shares
|
$851,053
0.05% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
1,420
shares
|
$849,259
0.17% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
1,419
shares
|
$848,661
0.04% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
1,417
shares
|
$847,465
0.28% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Texas Capital Bancshares Inc
|
Feb 13, 2025 Q4 2024 |
1,414
shares
|
$845,670
0.36% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Feb 13, 2025 Q4 2024 |
1,411
shares
|
$843,876
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Chase Investment Counsel Corp
|
Feb 05, 2025 Q4 2024 |
1,410
shares
|
$843,278
0.3% of portfolio
|
Q3 2024
Reduced 11.88%
|
|
|
Westfield Capital Management CO LP
Boston, MA |
Feb 11, 2025 Q4 2024 |
1,410
shares
|
$843,278
0.0% of portfolio
|
Q2 2022
Reduced 98.99%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
1,408
shares
|
$842,082
0.07% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
1,398
shares
|
$836,101
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Feb 04, 2025 Q4 2024 |
1,396
shares
|
$834,905
0.02% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Blue Spruce Investments, LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,391
shares
|
$831,915
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
1,390
shares
|
$831,317
0.04% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
1,384
shares
|
$827,728
0.02% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
1,366
shares
|
$816,963
0.06% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Feb 04, 2025 Q4 2024 |
1,360
shares
|
$813,375
0.61% of portfolio
|
Q2 2024
Added 3.03%
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
1,346
shares
|
$805,002
0.06% of portfolio
|
Q2 2024
Reduced 4.81%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
1,346
shares
|
$805,002
0.31% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Mmbg Investment Advisors Co.
|
Feb 14, 2025 Q4 2024 |
1,345
shares
|
$804,404
0.09% of portfolio
|
Q1 2022
Reduced 94.83%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Feb 12, 2025 Q4 2024 |
1,345
shares
|
$804,404
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
1,342
shares
|
$802,609
0.07% of portfolio
|
Q4 2024
Added 64.66%
|