Institutional Ownership Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU). We have compiled data on the 2,129 institutions that hold shares in the stock, with a total of 229 Million shares, which have been reported (via 13F filing form) to have a value of $148 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
171
shares
|
$110,271
0.0% of portfolio
|
Q2 2024
Reduced 48.96%
|
|
Washington Trust CO
|
Jul 15, 2024 Q2 2024 |
168
shares
|
$108,336
0.0% of portfolio
|
Q2 2024
Added 10.53%
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Jul 29, 2024 Q2 2024 |
168
shares
|
$108,336
0.01% of portfolio
|
Q2 2023
Reduced 4.55%
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Mar 12, 2024 Q4 2023 |
165
shares
|
$106,401
0.11% of portfolio
|
Q4 2023
Reduced 73.13%
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
163
shares
|
$105,112
0.0% of portfolio
|
Q2 2024
Reduced 94.12%
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
163
shares
|
$105,112
0.01% of portfolio
|
Q2 2023
Added 15.6%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 10, 2024 Q2 2024 |
163
shares
|
$105,112
0.01% of portfolio
|
Q2 2024
Added 0.62%
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2024 Q2 2024 |
162
shares
|
$104,467
0.02% of portfolio
|
Q2 2024
Added 2214.29%
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
160
shares
|
$103,177
0.0% of portfolio
|
Q4 2023
Added 63.27%
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 12, 2024 Q2 2024 |
157
shares
|
$101,243
0.01% of portfolio
|
Q1 2023
New holding
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 23, 2024 Q2 2024 |
150
shares
|
$96,729
0.04% of portfolio
|
Q1 2024
Reduced 7.41%
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
148
shares
|
$95,439
0.04% of portfolio
|
Q2 2022
Reduced 75.13%
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
147
shares
|
$94,794
0.04% of portfolio
|
Q2 2023
Reduced 0.68%
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Aug 13, 2024 Q2 2024 |
134
shares
|
$86,411
0.04% of portfolio
|
Q2 2024
Added 2.29%
|
|
Loomis Sayles & CO L P
|
Aug 13, 2024 Q2 2024 |
133
shares
|
$85,766
0.0% of portfolio
|
Q2 2024
Added 1.53%
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jul 22, 2024 Q2 2024 |
133
shares
|
$85,766
0.02% of portfolio
|
Q2 2024
New holding
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
133
shares
|
$85,766
0.01% of portfolio
|
Q2 2024
Added 41.49%
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 29, 2024 Q2 2024 |
129
shares
|
$83,186
0.04% of portfolio
|
Q2 2022
Added 2050.0%
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Jul 31, 2024 Q2 2024 |
125
shares
|
$80,607
0.04% of portfolio
|
Q2 2024
Added 6150.0%
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Aug 14, 2024 Q2 2024 |
125
shares
|
$80,607
0.12% of portfolio
|
Q1 2024
New holding
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Jul 10, 2024 Q2 2024 |
124
shares
|
$79,962
0.13% of portfolio
|
Q1 2024
New holding
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
122
shares
|
$78,672
0.03% of portfolio
|
Q3 2023
Added 17.31%
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
118
shares
|
$76,093
0.03% of portfolio
|
Q2 2022
Reduced 10.61%
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jul 18, 2024 Q2 2024 |
115
shares
|
$74,158
0.01% of portfolio
|
Q3 2022
Reduced 8.73%
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 26, 2024 Q2 2024 |
115
shares
|
$74,158
0.05% of portfolio
|
Q2 2024
Reduced 3.36%
|