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 |
---|---|---|---|---|---|
Family Firm, Inc.
|
Jul 24, 2024 Q2 2024 |
777
shares
|
$508,344
0.06% of portfolio
|
Q2 2024
Added 0.13%
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Aug 12, 2024 Q2 2024 |
777
shares
|
$508,344
0.06% of portfolio
|
Q1 2024
Added 6.88%
|
|
Crewe Advisors LLC
|
Jul 29, 2024 Q2 2024 |
774
shares
|
$506,381
0.06% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
770
shares
|
$503,764
0.05% of portfolio
|
Q2 2021
New holding
|
|
Chapman Investment Management, LLC
|
Aug 06, 2024 Q2 2024 |
769
shares
|
$503,110
0.4% of portfolio
|
Q1 2024
Reduced 11.51%
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 06, 2024 Q2 2024 |
769
shares
|
$503,110
0.08% of portfolio
|
Q2 2024
New holding
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 13, 2024 Q2 2024 |
769
shares
|
$503,110
0.08% of portfolio
|
Q2 2024
Added 21.68%
|
|
Private Client Services, LLC
Louisville, KY |
Jul 29, 2024 Q2 2024 |
769
shares
|
$503,110
0.32% of portfolio
|
Q2 2024
Added 0.26%
|
|
Blue Sky Wealth Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
766
shares
|
$501,147
0.08% of portfolio
|
Q3 2023
Reduced 3.04%
|
|
Pacific Wealth Management
|
Jul 10, 2024 Q2 2024 |
762
shares
|
$498,530
0.25% of portfolio
|
Q2 2024
Added 24.31%
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Apr 19, 2024 Q1 2024 |
761
shares
|
$497,876
0.44% of portfolio
|
Q1 2024
New holding
|
|
Clear Creek Financial Management, LLC
|
Jul 25, 2024 Q2 2024 |
758
shares
|
$495,913
0.06% of portfolio
|
Q2 2024
Added 5.28%
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2024 Q2 2024 |
756
shares
|
$494,605
0.3% of portfolio
|
Q1 2024
Reduced 15.25%
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 19, 2024 Q2 2024 |
755
shares
|
$493,951
0.41% of portfolio
|
Q2 2024
Added 17.6%
|
|
Kennon Green & Company, LLC
Newport Beach, CA |
Aug 08, 2024 Q2 2024 |
754
shares
|
$493,296
0.46% of portfolio
|
Q2 2024
Added 3.57%
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 10, 2024 Q2 2024 |
753
shares
|
$492,642
0.2% of portfolio
|
Q1 2022
Added 0.4%
|
|
Symmetry Partners, LLC
|
Jul 11, 2024 Q2 2024 |
752
shares
|
$491,988
0.03% of portfolio
|
Q2 2024
Reduced 20.51%
|
|
Arrow Financial Corp
|
Jul 30, 2024 Q2 2024 |
750
shares
|
$490,680
0.05% of portfolio
|
Q2 2023
Reduced 7.41%
|
|
Telos Capital Management, Inc.
|
Jul 31, 2024 Q2 2024 |
750
shares
|
$490,680
0.06% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 31, 2024 Q2 2024 |
750
shares
|
$490,680
0.13% of portfolio
|
Q2 2024
Added 3.45%
|
|
Tci Wealth Advisors, Inc.
|
Jul 30, 2024 Q2 2024 |
741
shares
|
$484,791
0.05% of portfolio
|
Q2 2024
Added 0.95%
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Aug 06, 2024 Q2 2024 |
737
shares
|
$482,174
0.28% of portfolio
|
Q2 2024
Reduced 7.06%
|
|
Verity Asset Management, Inc.
Durham, NC |
Aug 08, 2024 Q2 2024 |
735
shares
|
$480,866
0.19% of portfolio
|
Q2 2024
Reduced 2.26%
|
|
Fishman Jay A LTD
Troy, MI |
Aug 05, 2024 Q2 2024 |
732
shares
|
$478,903
0.05% of portfolio
|
Q2 2024
Reduced 63.83%
|
|
Keystone Wealth Services, LLC
|
Jul 12, 2024 Q2 2024 |
729
shares
|
$476,940
0.16% of portfolio
|
Q4 2023
New holding
|