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 |
|---|---|---|---|---|---|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
1,046
shares
|
$625,581
0.09% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
1,044
shares
|
$624,385
0.12% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
1,038
shares
|
$620,796
0.17% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Feb 13, 2025 Q4 2024 |
1,037
shares
|
$620,198
0.08% of portfolio
|
Q4 2024
Added 33.46%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Feb 04, 2025 Q4 2024 |
1,035
shares
|
$619,002
0.03% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
1,029
shares
|
$615,414
0.21% of portfolio
|
Q2 2024
Added 57.82%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
1,020
shares
|
$610,031
0.13% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
1,016
shares
|
$607,639
0.02% of portfolio
|
Q4 2024
Added 187.01%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,014
shares
|
$606,442
0.02% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
1,012
shares
|
$605,246
0.02% of portfolio
|
Q4 2024
Added 20.05%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
1,008
shares
|
$602,854
0.05% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,001
shares
|
$598,668
0.01% of portfolio
|
Q2 2024
Reduced 7.23%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Feb 03, 2025 Q4 2024 |
1,000
shares
|
$598,070
0.05% of portfolio
|
Q4 2024
Reduced 63.64%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$598,070
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jan 29, 2025 Q4 2024 |
997
shares
|
$596,275
0.54% of portfolio
|
Q4 2024
Added 13.68%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
994
shares
|
$594,481
0.02% of portfolio
|
Q4 2024
Added 206.79%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
992
shares
|
$593,285
0.14% of portfolio
|
Q1 2024
Reduced 0.8%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
991
shares
|
$592,687
0.02% of portfolio
|
Q1 2024
Added 1.95%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
988
shares
|
$590,893
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
986
shares
|
$589,697
0.26% of portfolio
|
Q4 2024
Reduced 18.31%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
983
shares
|
$587,902
0.01% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Jan 24, 2025 Q4 2024 |
982
shares
|
$587,304
0.16% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
977
shares
|
$584,314
0.08% of portfolio
|
Q4 2024
Reduced 6.6%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
976
shares
|
$583,716
0.09% of portfolio
|
Q4 2024
Added 4.61%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
975
shares
|
$583,118
0.13% of portfolio
|
Q4 2024
Added 0.62%
|