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 |
|---|---|---|---|---|---|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Jan 30, 2025 Q4 2024 |
655
shares
|
$393,713
0.24% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
649
shares
|
$390,107
0.03% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
University Of Texas
|
Feb 18, 2025 Q4 2024 |
647
shares
|
$388,905
0.05% of portfolio
|
Q4 2024
Added 1602.63%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
646
shares
|
$388,304
0.1% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
645
shares
|
$387,703
0.36% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Hummer Financial Advisory Services Inc
|
Jan 13, 2025 Q4 2024 |
640
shares
|
$384,697
0.32% of portfolio
|
Q1 2022
Added 8.47%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
640
shares
|
$384,697
0.12% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
639
shares
|
$384,096
0.03% of portfolio
|
Q4 2024
Reduced 87.81%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Jan 21, 2025 Q4 2024 |
638
shares
|
$383,495
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
637
shares
|
$382,894
0.06% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
636
shares
|
$382,293
0.05% of portfolio
|
Q4 2024
Reduced 66.67%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
630
shares
|
$378,686
0.03% of portfolio
|
Q4 2023
Added 1.61%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Feb 12, 2025 Q4 2024 |
630
shares
|
$378,686
0.06% of portfolio
|
Q4 2024
Reduced 19.02%
|
|
|
Pacific Wealth Management
|
Feb 12, 2025 Q4 2024 |
629
shares
|
$378,085
0.21% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
627
shares
|
$376,883
0.1% of portfolio
|
Q4 2024
Added 2.79%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
624
shares
|
$375,080
0.03% of portfolio
|
Q4 2024
Reduced 16.35%
|
|
|
Camden National Bank
Camden, ME |
Feb 07, 2025 Q4 2024 |
624
shares
|
$375,080
0.06% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
623
shares
|
$374,479
0.28% of portfolio
|
Q3 2022
Added 152.23%
|
|
|
Wp Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
623
shares
|
$374,479
0.13% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
620
shares
|
$372,675
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
619
shares
|
$372,074
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
619
shares
|
$372,074
0.04% of portfolio
|
Q1 2023
Reduced 14.15%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
619
shares
|
$372,074
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cercano Management LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
619
shares
|
$372,074
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
618
shares
|
$371,473
0.02% of portfolio
|
Q2 2024
Reduced 97.34%
|