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 |
|---|---|---|---|---|---|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
767
shares
|
$461,036
0.31% of portfolio
|
Q4 2024
Reduced 13.53%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
767
shares
|
$461,036
0.03% of portfolio
|
Q4 2024
Reduced 64.69%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
767
shares
|
$461,036
0.04% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
766
shares
|
$460,434
0.08% of portfolio
|
Q3 2023
Reduced 3.04%
|
|
|
Kennon Green & Company, LLC
Newport Beach, CA |
Feb 03, 2025 Q4 2024 |
766
shares
|
$460,434
0.42% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Conestoga Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
765
shares
|
$459,833
0.01% of portfolio
|
Q3 2024
Reduced 16.39%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
760
shares
|
$456,828
0.12% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
757
shares
|
$455,025
0.04% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jan 23, 2025 Q4 2024 |
756
shares
|
$454,424
0.43% of portfolio
|
Q1 2024
Reduced 15.25%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
754
shares
|
$453,221
0.22% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
754
shares
|
$453,221
0.18% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
753
shares
|
$452,620
0.13% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
751
shares
|
$451,418
0.05% of portfolio
|
Q4 2024
Added 9.32%
|
|
|
Arrow Financial Corp
|
Feb 14, 2025 Q4 2024 |
750
shares
|
$450,817
0.05% of portfolio
|
Q2 2023
Reduced 7.41%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
750
shares
|
$450,817
0.24% of portfolio
|
Q4 2024
Reduced 15.16%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
750
shares
|
$450,817
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
749
shares
|
$450,216
0.08% of portfolio
|
Q4 2024
Reduced 39.6%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
746
shares
|
$448,413
0.0% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Feb 05, 2025 Q4 2024 |
743
shares
|
$446,609
0.45% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
739
shares
|
$444,205
0.3% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
739
shares
|
$444,205
0.07% of portfolio
|
Q4 2024
Reduced 24.59%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
739
shares
|
$444,205
0.02% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Feb 27, 2025 Q4 2024 |
734
shares
|
$441,200
0.16% of portfolio
|
Q4 2024
Reduced 98.5%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
733
shares
|
$440,598
0.01% of portfolio
|
Q4 2024
Reduced 47.27%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
732
shares
|
$439,997
0.01% of portfolio
|
Q4 2024
Reduced 3.56%
|