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 |
|---|---|---|---|---|---|
|
Legacy Trust
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
1,713
shares
|
$1.14 Million
0.33% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
1,711
shares
|
$1.13 Million
0.05% of portfolio
|
Q2 2025
Reduced 29.82%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
1,702
shares
|
$1.13 Million
0.65% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
1,693
shares
|
$1.12 Million
0.51% of portfolio
|
Q2 2025
Reduced 12.73%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,691
shares
|
$1.12 Million
0.7% of portfolio
|
Q3 2024
Added 67.92%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 11, 2025 Q2 2025 |
1,690
shares
|
$1.12 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
1,685
shares
|
$1.12 Million
0.1% of portfolio
|
Q2 2025
Added 23.44%
|
|
|
Red Spruce Capital, LLC
|
Jul 08, 2025 Q2 2025 |
1,681
shares
|
$1.11 Million
0.59% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Parthenon LLC
|
Jul 29, 2025 Q2 2025 |
1,675
shares
|
$1.11 Million
0.15% of portfolio
|
Q3 2021
Reduced 1.47%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
1,672
shares
|
$1.11 Million
0.08% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
1,670
shares
|
$1.11 Million
0.09% of portfolio
|
Q2 2025
Added 11.04%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
1,668
shares
|
$1.11 Million
0.25% of portfolio
|
Q2 2025
Added 6.79%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
1,667
shares
|
$1.1 Million
0.02% of portfolio
|
Q2 2025
Added 157.25%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,667
shares
|
$1.1 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
1,666
shares
|
$1.1 Million
0.24% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Nelson Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
1,665
shares
|
$1.1 Million
0.18% of portfolio
|
Q2 2025
Reduced 15.27%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,663
shares
|
$1.1 Million
0.09% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
1,658
shares
|
$1.1 Million
0.1% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
1,656
shares
|
$1.1 Million
0.23% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Everest Management Corp.
Cupertino, CA |
Aug 04, 2025 Q2 2025 |
1,651
shares
|
$1.09 Million
0.93% of portfolio
|
Q2 2025
New holding
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
1,646
shares
|
$1.09 Million
0.04% of portfolio
|
Q3 2022
Added 7.44%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,645
shares
|
$1.09 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
1,644
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2025
Reduced 95.03%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,639
shares
|
$1.09 Million
0.03% of portfolio
|
Q2 2025
Added 257.08%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Aug 13, 2025 Q2 2025 |
1,638
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2025
Reduced 17.44%
|