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 |
|---|---|---|---|---|---|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
700
shares
|
$420,763
0.05% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
696
shares
|
$418,358
0.1% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Feb 27, 2025 Q4 2024 |
696
shares
|
$418,358
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Riverwater Partners LLC
|
Feb 12, 2025 Q4 2024 |
694
shares
|
$417,156
0.25% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Congress Park Capital LLC
|
Jan 14, 2025 Q4 2024 |
692
shares
|
$415,954
0.16% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Feb 04, 2025 Q4 2024 |
691
shares
|
$415,353
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
690
shares
|
$414,752
0.12% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
682
shares
|
$409,943
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
St. Louis Trust CO
|
Feb 07, 2025 Q4 2024 |
674
shares
|
$405,134
0.06% of portfolio
|
Q3 2020
New holding
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
673
shares
|
$404,533
0.08% of portfolio
|
Q3 2024
Added 18.07%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
673
shares
|
$404,533
0.03% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jan 13, 2025 Q4 2024 |
673
shares
|
$404,533
0.21% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
672
shares
|
$403,932
0.18% of portfolio
|
Q4 2023
Reduced 6.93%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
667
shares
|
$400,927
0.06% of portfolio
|
Q4 2024
Reduced 10.23%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
666
shares
|
$400,325
0.01% of portfolio
|
Q4 2024
Added 65.67%
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
666
shares
|
$400,325
0.01% of portfolio
|
Q4 2024
Reduced 7.76%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
666
shares
|
$400,325
0.03% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
665
shares
|
$399,724
0.05% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
665
shares
|
$399,724
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
664
shares
|
$399,123
0.05% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
661
shares
|
$397,320
0.01% of portfolio
|
Q4 2024
Reduced 14.38%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Feb 14, 2025 Q4 2024 |
658
shares
|
$395,517
0.16% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
657
shares
|
$394,916
0.02% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Sage Private Wealth Group, LLC
|
Jan 29, 2025 Q4 2024 |
657
shares
|
$394,916
0.31% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Triad Investment Management
|
Apr 12, 2024 Q1 2024 |
656
shares
|
$394,315
0.55% of portfolio
|
Q1 2023
New holding
|