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 |
---|---|---|---|---|---|
Concentric Wealth Management, LLC
Lafayette, CA |
Aug 13, 2024 Q2 2024 |
1,120
shares
|
$732,748
0.19% of portfolio
|
Q1 2024
Reduced 0.88%
|
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
Aug 13, 2024 Q2 2024 |
1,115
shares
|
$729,477
0.05% of portfolio
|
Q2 2024
New holding
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2024 Q2 2024 |
1,111
shares
|
$726,860
0.02% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 24, 2024 Q2 2024 |
1,111
shares
|
$726,860
0.07% of portfolio
|
Q2 2024
Added 0.27%
|
|
Moneco Advisors, LLC
Fairfield, CT |
Jul 19, 2024 Q2 2024 |
1,109
shares
|
$725,552
0.11% of portfolio
|
Q2 2024
Added 34.59%
|
|
Legacy Financial Advisors, Inc.
|
Aug 13, 2024 Q2 2024 |
1,106
shares
|
$723,589
0.14% of portfolio
|
Q2 2024
Added 2.22%
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jul 17, 2024 Q2 2024 |
1,105
shares
|
$722,935
0.45% of portfolio
|
Q2 2024
Reduced 1.78%
|
|
Childress Capital Advisors, LLC
Houston, TX |
Aug 05, 2024 Q2 2024 |
1,102
shares
|
$720,972
0.21% of portfolio
|
Q2 2024
Reduced 4.92%
|
|
Freemont Management S.A.
|
Aug 06, 2024 Q2 2024 |
1,100
shares
|
$719,664
0.4% of portfolio
|
Q2 2024
Reduced 83.58%
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 02, 2024 Q2 2024 |
1,099
shares
|
$719,009
0.3% of portfolio
|
Q2 2024
Reduced 35.31%
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 14, 2024 Q2 2024 |
1,097
shares
|
$717,701
0.03% of portfolio
|
Q2 2024
Added 59.68%
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
1,090
shares
|
$713,121
0.84% of portfolio
|
Q2 2024
Added 22.33%
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Aug 06, 2024 Q2 2024 |
1,087
shares
|
$711,158
0.53% of portfolio
|
Q2 2024
Added 4.52%
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Aug 14, 2024 Q2 2024 |
1,079
shares
|
$705,924
0.08% of portfolio
|
Q2 2024
Added 0.56%
|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
1,075
shares
|
$703,308
0.11% of portfolio
|
Q2 2024
Added 0.56%
|
|
Institute For Wealth Management, Llc.
|
Jul 25, 2024 Q2 2024 |
1,072
shares
|
$701,345
0.1% of portfolio
|
Q2 2024
Added 0.37%
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jul 25, 2024 Q2 2024 |
1,071
shares
|
$700,691
0.68% of portfolio
|
Q2 2024
Reduced 10.08%
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 01, 2024 Q2 2024 |
1,068
shares
|
$698,728
0.18% of portfolio
|
Q2 2024
New holding
|
|
Prosperity Consulting Group, LLC
|
Aug 08, 2024 Q2 2024 |
1,066
shares
|
$697,419
0.1% of portfolio
|
Q2 2024
Added 28.59%
|
|
Asahi Life Asset Management Co., Ltd.
|
Aug 06, 2024 Q2 2024 |
1,065
shares
|
$696,765
0.48% of portfolio
|
Q2 2024
Added 1.43%
|
|
Journey Advisory Group, LLC
|
Aug 02, 2024 Q2 2024 |
1,063
shares
|
$695,457
0.08% of portfolio
|
Q2 2024
Added 5.46%
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 14, 2024 Q2 2024 |
1,062
shares
|
$694,802
0.28% of portfolio
|
Q2 2024
Reduced 6.02%
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Aug 05, 2024 Q2 2024 |
1,060
shares
|
$693,494
0.32% of portfolio
|
Q2 2024
Added 0.09%
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 26, 2024 Q2 2024 |
1,058
shares
|
$692,185
0.24% of portfolio
|
Q2 2024
Added 18.21%
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
Aug 14, 2024 Q2 2024 |
1,057
shares
|
$691,531
0.0% of portfolio
|
Q2 2024
Reduced 98.12%
|