Institutional Ownership Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU). We have compiled data on the 2,260 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 $139 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Seven Mile Advisory
Ewing, NJ |
Feb 12, 2025 Q4 2024 |
973
shares
|
$581,922
0.39% of portfolio
|
Q4 2024
Reduced 8.47%
|
|
|
Aton Ra Partners
Geneva, V8 |
Feb 05, 2024 Q4 2023 |
970
shares
|
$580,127
1.21% of portfolio
|
Q4 2023
Reduced 24.51%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
963
shares
|
$575,941
0.2% of portfolio
|
Q4 2024
Added 10.44%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
962
shares
|
$575,343
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
961
shares
|
$574,745
0.24% of portfolio
|
Q4 2024
Reduced 25.68%
|
|
|
Values First Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
960
shares
|
$574,147
0.34% of portfolio
|
Q4 2024
Added 397.41%
|
|
|
Catalyst Private Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
958
shares
|
$572,951
0.36% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Horizon Family Wealth, Inc.
|
Feb 11, 2025 Q4 2024 |
957
shares
|
$572,352
0.42% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
956
shares
|
$571,754
0.27% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Feb 03, 2025 Q4 2024 |
953
shares
|
$569,960
0.08% of portfolio
|
Q4 2024
Added 12.25%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
950
shares
|
$568,166
0.4% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
949
shares
|
$567,568
0.08% of portfolio
|
Q2 2024
Reduced 13.25%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
948
shares
|
$566,970
0.03% of portfolio
|
Q4 2024
Added 10.36%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
947
shares
|
$566,372
0.04% of portfolio
|
Q4 2022
Reduced 15.6%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
946
shares
|
$565,774
0.05% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
942
shares
|
$563,381
0.06% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jan 27, 2025 Q4 2024 |
941
shares
|
$562,783
0.43% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
941
shares
|
$562,783
0.2% of portfolio
|
Q4 2024
Reduced 35.81%
|
|
|
First National Bank Of Hutchinson
|
Feb 11, 2025 Q4 2024 |
938
shares
|
$560,989
0.36% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
935
shares
|
$559,195
0.4% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
934
shares
|
$558,597
0.04% of portfolio
|
Q4 2024
Added 72.96%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
933
shares
|
$557,999
0.07% of portfolio
|
Q4 2024
Reduced 16.47%
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
933
shares
|
$557,999
0.08% of portfolio
|
Q4 2024
Reduced 43.52%
|
|
|
Alta Advisers LTD
|
Feb 14, 2025 Q4 2024 |
928
shares
|
$555,008
0.37% of portfolio
|
Q4 2024
Added 16.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
928
shares
|
$555,008
0.11% of portfolio
|
Q4 2024
Reduced 0.54%
|