Institutional Ownership Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU). We have compiled data on the 2,113 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 $157 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Oct 31, 2024 Q3 2024 |
442
shares
|
$302,425
0.01% of portfolio
|
Q3 2024
Added 20.77%
|
|
|
Cv Advisors LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
439
shares
|
$300,372
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
436
shares
|
$298,319
0.14% of portfolio
|
Q3 2024
Added 9.27%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Aug 14, 2024 Q2 2024 |
436
shares
|
$298,319
0.06% of portfolio
|
Q1 2024
Added 15.96%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
435
shares
|
$297,635
0.01% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Live Oak Private Wealth LLC
|
Oct 22, 2024 Q3 2024 |
435
shares
|
$297,635
0.05% of portfolio
|
Q2 2024
Reduced 4.19%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Aug 14, 2024 Q2 2024 |
434
shares
|
$296,951
0.03% of portfolio
|
Q1 2024
Reduced 3.13%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
434
shares
|
$296,951
0.15% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Oct 24, 2024 Q3 2024 |
429
shares
|
$293,530
0.08% of portfolio
|
Q3 2024
Added 40.66%
|
|
|
West Coast Financial LLC
|
Oct 09, 2024 Q3 2024 |
428
shares
|
$292,846
0.03% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Malaga Cove Capital, LLC
|
Oct 31, 2024 Q3 2024 |
427
shares
|
$292,161
0.11% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
426
shares
|
$291,477
0.11% of portfolio
|
Q2 2024
Added 6.23%
|
|
|
Concentrum Wealth Management
|
Aug 13, 2024 Q2 2024 |
426
shares
|
$291,477
0.12% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
426
shares
|
$291,477
0.05% of portfolio
|
Q3 2024
Added 18.01%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Aug 12, 2024 Q2 2024 |
426
shares
|
$291,477
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Jackson Square Capital, LLC
|
Oct 31, 2024 Q3 2024 |
425
shares
|
$290,793
0.07% of portfolio
|
Q2 2024
Reduced 2.3%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
425
shares
|
$290,793
0.01% of portfolio
|
Q3 2024
Reduced 57.03%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
424
shares
|
$290,109
0.12% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Acropolis Investment Management, LLC
|
Oct 31, 2024 Q3 2024 |
423
shares
|
$289,425
0.02% of portfolio
|
Q2 2024
Reduced 2.76%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Aug 15, 2024 Q2 2024 |
421
shares
|
$288,056
0.12% of portfolio
|
Q2 2024
Added 3.44%
|
|
|
Baker Boyer National Bank
|
Oct 18, 2024 Q3 2024 |
420
shares
|
$287,372
0.09% of portfolio
|
Q2 2024
Reduced 37.31%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Oct 31, 2024 Q3 2024 |
420
shares
|
$287,372
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 28, 2024 Q3 2024 |
419
shares
|
$286,688
0.16% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
418
shares
|
$286,003
0.03% of portfolio
|
Q3 2024
Reduced 10.49%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Aug 13, 2024 Q2 2024 |
418
shares
|
$286,003
0.14% of portfolio
|
Q2 2024
Added 27.83%
|