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 |
|---|---|---|---|---|---|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
949
shares
|
$628,883
0.08% of portfolio
|
Q2 2024
Reduced 13.25%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
949
shares
|
$628,883
0.18% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
947
shares
|
$627,557
0.04% of portfolio
|
Q4 2022
Reduced 15.6%
|
|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
945
shares
|
$626,232
0.05% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Horizon Family Wealth, Inc.
|
Aug 08, 2025 Q2 2025 |
945
shares
|
$626,232
0.49% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
944
shares
|
$625,569
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
941
shares
|
$623,581
0.2% of portfolio
|
Q4 2024
Reduced 35.81%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
935
shares
|
$619,605
0.13% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Aug 14, 2025 Q2 2025 |
933
shares
|
$618,280
0.44% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
United Bank
|
Jul 29, 2025 Q2 2025 |
932
shares
|
$617,617
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jul 08, 2025 Q2 2025 |
932
shares
|
$617,617
0.57% of portfolio
|
Q2 2025
Reduced 16.41%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
930
shares
|
$616,292
0.1% of portfolio
|
Q2 2025
Added 27.05%
|
|
|
Mwa Asset Management
Lexington, MA |
Aug 12, 2025 Q2 2025 |
930
shares
|
$616,292
0.45% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
929
shares
|
$615,629
0.12% of portfolio
|
Q2 2025
Reduced 21.34%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Jul 23, 2025 Q2 2025 |
929
shares
|
$615,629
0.35% of portfolio
|
Q2 2025
Added 170.06%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
928
shares
|
$614,967
0.04% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
927
shares
|
$614,304
0.1% of portfolio
|
Q2 2025
Added 51.22%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
927
shares
|
$614,304
0.17% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
926
shares
|
$613,641
0.2% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 24, 2025 Q2 2025 |
925
shares
|
$612,979
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
924
shares
|
$612,316
0.05% of portfolio
|
Q2 2025
Added 25.54%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
923
shares
|
$611,653
0.33% of portfolio
|
Q2 2025
Added 12.29%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
922
shares
|
$610,990
0.15% of portfolio
|
Q2 2025
Reduced 15.18%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jul 30, 2025 Q2 2025 |
921
shares
|
$610,328
0.41% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
913
shares
|
$605,026
0.03% of portfolio
|
Q2 2025
Added 4.82%
|