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 |
|---|---|---|---|---|---|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
465
shares
|
$308,146
0.06% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
465
shares
|
$308,146
0.04% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
464
shares
|
$307,483
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Somerville Kurt F
|
Jul 23, 2025 Q2 2025 |
460
shares
|
$304,832
0.06% of portfolio
|
Q2 2025
Reduced 13.21%
|
|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
460
shares
|
$304,832
0.18% of portfolio
|
Q2 2025
Added 10.58%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jul 17, 2025 Q2 2025 |
460
shares
|
$304,832
0.2% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jul 17, 2025 Q2 2025 |
459
shares
|
$304,170
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
458
shares
|
$303,507
0.11% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Jul 29, 2025 Q2 2025 |
458
shares
|
$303,507
0.16% of portfolio
|
Q2 2025
Reduced 7.29%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
457
shares
|
$302,844
0.02% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
457
shares
|
$302,844
0.05% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
456
shares
|
$302,182
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jul 21, 2025 Q2 2025 |
455
shares
|
$301,519
0.19% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Life Steps Financial, Inc.
|
Jul 23, 2025 Q2 2025 |
454
shares
|
$300,856
0.25% of portfolio
|
Q1 2023
New holding
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Aug 05, 2025 Q2 2025 |
454
shares
|
$300,856
0.03% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
453
shares
|
$300,194
0.04% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Aug 11, 2025 Q2 2025 |
452
shares
|
$299,531
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jul 30, 2025 Q2 2025 |
452
shares
|
$299,531
0.12% of portfolio
|
Q2 2025
Reduced 37.57%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
451
shares
|
$298,868
0.08% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
451
shares
|
$298,868
0.09% of portfolio
|
Q2 2025
Reduced 29.53%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
451
shares
|
$298,868
0.02% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Aug 01, 2025 Q2 2025 |
451
shares
|
$298,868
0.2% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Aug 13, 2025 Q2 2025 |
450
shares
|
$298,206
0.04% of portfolio
|
Q1 2025
Reduced 35.71%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Aug 07, 2025 Q2 2025 |
450
shares
|
$298,206
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
450
shares
|
$298,206
0.01% of portfolio
|
Q1 2025
Added 1.81%
|