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 |
---|---|---|---|---|---|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
1,635
shares
|
$1.08 Million
0.01% of portfolio
|
Q2 2023
Added 179.49%
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
1,630
shares
|
$1.08 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
1,628
shares
|
$1.08 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
Aug 15, 2025 Q2 2025 |
1,623
shares
|
$1.08 Million
0.81% of portfolio
|
Q2 2025
New holding
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
1,620
shares
|
$1.07 Million
0.06% of portfolio
|
Q2 2025
Added 209.16%
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,613
shares
|
$1.07 Million
0.18% of portfolio
|
Q2 2025
Reduced 51.76%
|
|
Denali Advisors LLC
|
Jul 30, 2025 Q2 2025 |
1,607
shares
|
$1.06 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
1,605
shares
|
$1.06 Million
0.1% of portfolio
|
Q2 2025
Added 0.82%
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
1,584
shares
|
$1.05 Million
0.05% of portfolio
|
Q2 2025
Added 281.69%
|
|
Barr E S & CO
Lexington, KY |
Aug 12, 2025 Q2 2025 |
1,584
shares
|
$1.05 Million
0.07% of portfolio
|
Q1 2025
Reduced 12.44%
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,579
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2025
Added 2.07%
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
1,576
shares
|
$1.04 Million
0.11% of portfolio
|
Q2 2025
Added 3.48%
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
1,574
shares
|
$1.04 Million
0.05% of portfolio
|
Q2 2025
Added 12.75%
|
|
Curated Wealth Partners LLC
|
Jul 28, 2025 Q2 2025 |
1,568
shares
|
$1.04 Million
0.15% of portfolio
|
Q2 2025
Added 1.1%
|
|
Ov Management LLC
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,568
shares
|
$1.04 Million
1.03% of portfolio
|
Q2 2025
Reduced 60.35%
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
1,565
shares
|
$1.04 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.95%
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jul 18, 2025 Q2 2025 |
1,563
shares
|
$1.04 Million
0.28% of portfolio
|
Q2 2025
Added 0.19%
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
1,559
shares
|
$1.03 Million
0.59% of portfolio
|
Q2 2025
Added 8.64%
|
|
Riverpark Capital Management LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
1,559
shares
|
$1.03 Million
2.0% of portfolio
|
Q2 2025
Reduced 12.86%
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
1,552
shares
|
$1.03 Million
0.03% of portfolio
|
Q2 2025
Added 14.62%
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
1,545
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
Crew Capital Management, Ltd.
|
Jul 14, 2025 Q2 2025 |
1,543
shares
|
$1.02 Million
0.99% of portfolio
|
Q2 2025
Reduced 24.25%
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
Aug 14, 2025 Q2 2025 |
1,542
shares
|
$1.02 Million
1.11% of portfolio
|
Q2 2025
Added 1.98%
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
1,539
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
1,537
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2025
Added 1.45%
|