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 |
|---|---|---|---|---|---|
|
Hummer Financial Advisory Services Inc
|
Jul 09, 2025 Q2 2025 |
640
shares
|
$424,115
0.39% of portfolio
|
Q1 2022
Added 8.47%
|
|
|
St. Louis Trust CO
|
Jul 25, 2025 Q2 2025 |
640
shares
|
$424,115
0.07% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Riverwater Partners LLC
|
Jul 31, 2025 Q2 2025 |
640
shares
|
$424,115
0.28% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
639
shares
|
$423,452
0.02% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
637
shares
|
$422,127
0.1% of portfolio
|
Q2 2025
Added 11.95%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
637
shares
|
$422,127
0.06% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
636
shares
|
$421,464
0.07% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
635
shares
|
$420,801
0.06% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
Wp Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
632
shares
|
$418,813
0.14% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Southern Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
629
shares
|
$416,825
0.26% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
629
shares
|
$416,825
0.02% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jul 17, 2025 Q2 2025 |
627
shares
|
$415,500
0.18% of portfolio
|
Q2 2025
Reduced 27.01%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
624
shares
|
$413,512
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
623
shares
|
$412,849
0.28% of portfolio
|
Q3 2022
Added 152.23%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
622
shares
|
$412,186
0.19% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
621
shares
|
$411,524
0.01% of portfolio
|
Q2 2025
Reduced 16.42%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 12, 2025 Q2 2025 |
621
shares
|
$411,524
0.12% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
619
shares
|
$410,198
0.04% of portfolio
|
Q1 2023
Reduced 14.15%
|
|
|
Cercano Management LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
619
shares
|
$410,198
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
618
shares
|
$409,536
0.02% of portfolio
|
Q2 2024
Reduced 97.34%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
617
shares
|
$408,873
0.05% of portfolio
|
Q3 2024
Added 8.06%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
617
shares
|
$408,873
0.06% of portfolio
|
Q2 2025
Reduced 14.31%
|
|
|
Vigilare Wealth Management
|
Jul 18, 2025 Q2 2025 |
616
shares
|
$408,210
0.19% of portfolio
|
Q2 2025
Added 13.24%
|
|
|
Diversified Investment Strategies, LLC
|
Jul 28, 2025 Q2 2025 |
614
shares
|
$406,885
0.34% of portfolio
|
Q2 2024
Reduced 4.95%
|
|
|
Jacobsen Capital Management
|
Jul 30, 2025 Q2 2025 |
613
shares
|
$406,222
0.18% of portfolio
|
Q2 2025
Added 11.45%
|