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 |
|---|---|---|---|---|---|
|
Planning Alternatives LTD
|
Aug 12, 2025 Q2 2025 |
424
shares
|
$280,976
0.05% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
424
shares
|
$280,976
0.03% of portfolio
|
Q2 2025
Added 5957.14%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
423
shares
|
$280,313
0.05% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
423
shares
|
$280,313
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
423
shares
|
$280,313
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
422
shares
|
$279,650
0.01% of portfolio
|
Q1 2025
Reduced 17.42%
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
422
shares
|
$279,650
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
422
shares
|
$279,650
0.05% of portfolio
|
Q2 2025
Reduced 8.06%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
419
shares
|
$277,662
0.08% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Brown Miller Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
418
shares
|
$277,000
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
418
shares
|
$277,000
0.02% of portfolio
|
Q2 2025
Added 9.71%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
418
shares
|
$277,000
0.09% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Seek First Inc.
Campbell, CA |
Jul 10, 2025 Q2 2025 |
417
shares
|
$276,337
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
416
shares
|
$275,674
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
415
shares
|
$275,012
0.09% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
414
shares
|
$274,349
0.03% of portfolio
|
Q2 2025
Added 5.61%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
414
shares
|
$274,349
0.01% of portfolio
|
Q2 2025
Added 29.23%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
413
shares
|
$273,686
0.12% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
412
shares
|
$273,024
0.02% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
410
shares
|
$271,698
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
409
shares
|
$271,036
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
408
shares
|
$270,373
0.05% of portfolio
|
Q2 2022
Added 115.87%
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
406
shares
|
$269,048
0.11% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
406
shares
|
$269,048
0.1% of portfolio
|
Q2 2025
Added 22.66%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
405
shares
|
$268,385
0.0% of portfolio
|
Q2 2025
Added 7.71%
|