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 |
|---|---|---|---|---|---|
|
May Hill Capital, LLC
Cohasset, MA |
Feb 12, 2025 Q4 2024 |
402
shares
|
$241,638
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
401
shares
|
$241,037
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
401
shares
|
$241,037
0.35% of portfolio
|
Q3 2023
Reduced 19.8%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Jan 22, 2025 Q4 2024 |
401
shares
|
$241,037
0.19% of portfolio
|
Q4 2024
Added 12.64%
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
400
shares
|
$240,436
0.08% of portfolio
|
Q3 2023
Reduced 6.1%
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
400
shares
|
$240,436
0.03% of portfolio
|
Q1 2024
Reduced 0.25%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
400
shares
|
$240,436
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
400
shares
|
$240,436
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jan 13, 2025 Q4 2024 |
400
shares
|
$240,436
0.2% of portfolio
|
Q2 2020
Added 33.33%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
400
shares
|
$240,436
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
400
shares
|
$240,436
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
399
shares
|
$239,834
0.01% of portfolio
|
Q3 2022
Reduced 3.62%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
399
shares
|
$239,834
0.01% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
398
shares
|
$239,233
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jan 21, 2025 Q4 2024 |
397
shares
|
$238,632
0.01% of portfolio
|
Q3 2024
Added 21.41%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
397
shares
|
$238,632
0.07% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Crown Wealth Group, LLC
|
Feb 05, 2025 Q4 2024 |
395
shares
|
$237,430
0.11% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
395
shares
|
$237,430
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
395
shares
|
$237,430
0.02% of portfolio
|
Q4 2024
Added 20.06%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
395
shares
|
$237,430
0.12% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
394
shares
|
$236,829
0.15% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
393
shares
|
$236,228
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
393
shares
|
$236,228
0.1% of portfolio
|
Q4 2024
Added 7.67%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Feb 14, 2025 Q4 2024 |
393
shares
|
$236,228
0.06% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
392
shares
|
$235,627
0.05% of portfolio
|
Q1 2024
Reduced 2.24%
|