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 |
|---|---|---|---|---|---|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
1,432
shares
|
$948,957
0.01% of portfolio
|
Q3 2022
Reduced 72.22%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
1,431
shares
|
$948,295
0.35% of portfolio
|
Q2 2023
Added 2.0%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,430
shares
|
$947,632
0.44% of portfolio
|
Q1 2024
Reduced 22.41%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Aug 04, 2025 Q2 2025 |
1,423
shares
|
$942,993
1.25% of portfolio
|
Q2 2025
Added 17.51%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
1,419
shares
|
$940,342
0.08% of portfolio
|
Q2 2025
Reduced 6.03%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
1,417
shares
|
$939,017
0.08% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Westfield Capital Management CO LP
Boston, MA |
May 09, 2025 Q1 2025 |
1,410
shares
|
$934,378
0.0% of portfolio
|
Q2 2022
Reduced 98.99%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
1,405
shares
|
$931,065
0.03% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
1,398
shares
|
$926,426
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2025 Q2 2025 |
1,397
shares
|
$925,763
0.17% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Aug 05, 2025 Q2 2025 |
1,396
shares
|
$925,101
0.02% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
1,394
shares
|
$923,775
0.4% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
1,387
shares
|
$919,137
0.02% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Texas Capital Bancshares Inc
|
Aug 13, 2025 Q2 2025 |
1,383
shares
|
$916,486
0.4% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
1,379
shares
|
$913,835
0.07% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
1,376
shares
|
$911,847
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
1,374
shares
|
$910,522
0.04% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
1,374
shares
|
$910,522
0.34% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Jul 24, 2025 Q2 2025 |
1,365
shares
|
$904,558
0.74% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
1,352
shares
|
$895,943
0.28% of portfolio
|
Q2 2025
Added 16.25%
|
|
|
Garner Asset Management Corp
|
Aug 12, 2025 Q2 2025 |
1,350
shares
|
$894,617
0.5% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Mmbg Investment Advisors Co.
|
Aug 12, 2025 Q2 2025 |
1,345
shares
|
$891,304
0.11% of portfolio
|
Q1 2022
Reduced 94.83%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
1,344
shares
|
$890,641
0.07% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
1,340
shares
|
$887,991
0.1% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Heritage Investors Management Corp
|
Aug 04, 2025 Q2 2025 |
1,338
shares
|
$886,665
0.03% of portfolio
|
Q2 2025
Reduced 17.81%
|