Institutional Ownership Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU). We have compiled data on the 2,337 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 $177 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
May 14, 2025 Q1 2025 |
404
shares
|
$309,779
0.1% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
403
shares
|
$309,012
0.2% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
403
shares
|
$309,012
0.01% of portfolio
|
Q1 2025
Reduced 34.89%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
402
shares
|
$308,245
0.02% of portfolio
|
Q3 2024
Added 9.24%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
402
shares
|
$308,245
0.01% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
401
shares
|
$307,478
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
401
shares
|
$307,478
0.35% of portfolio
|
Q3 2023
Reduced 19.8%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Apr 14, 2025 Q1 2025 |
401
shares
|
$307,478
0.18% of portfolio
|
Q4 2024
Added 12.64%
|
|
|
Hall Laurie J Trustee
|
Jul 15, 2025 Q2 2025 |
400
shares
|
$306,712
0.11% of portfolio
|
Q3 2023
Reduced 6.1%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
400
shares
|
$306,712
0.03% of portfolio
|
Q1 2024
Reduced 0.25%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
400
shares
|
$306,712
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Apr 17, 2025 Q1 2025 |
400
shares
|
$306,712
0.19% of portfolio
|
Q2 2020
Added 33.33%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
400
shares
|
$306,712
0.01% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Jul 16, 2025 Q2 2025 |
400
shares
|
$306,712
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
399
shares
|
$305,945
0.01% of portfolio
|
Q3 2022
Reduced 3.62%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
398
shares
|
$305,178
0.1% of portfolio
|
Q2 2025
Added 165.33%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
398
shares
|
$305,178
0.01% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
398
shares
|
$305,178
0.01% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
398
shares
|
$305,178
0.08% of portfolio
|
Q2 2025
Added 69.36%
|
|
|
Better Wealth, LLC
|
Jul 14, 2025 Q2 2025 |
397
shares
|
$304,411
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
397
shares
|
$304,411
0.07% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
396
shares
|
$303,644
0.14% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
May 14, 2025 Q1 2025 |
395
shares
|
$302,878
0.05% of portfolio
|
Q1 2025
Reduced 67.52%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
394
shares
|
$302,111
0.02% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
392
shares
|
$300,577
0.04% of portfolio
|
Q1 2025
Added 0.26%
|