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 |
|---|---|---|---|---|---|
|
Schnieders Capital Management LLC
|
May 09, 2025 Q1 2025 |
373
shares
|
$286,008
0.05% of portfolio
|
Q1 2025
Reduced 44.58%
|
|
|
Grandfield & Dodd, LLC
|
May 02, 2025 Q1 2025 |
373
shares
|
$286,008
0.01% of portfolio
|
Q1 2025
Reduced 25.84%
|
|
|
Rfg Holdings, Inc.
|
Jul 10, 2025 Q2 2025 |
372
shares
|
$285,242
0.09% of portfolio
|
Q2 2025
Reduced 72.75%
|
|
|
Covenant Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
371
shares
|
$284,475
0.04% of portfolio
|
Q1 2025
Reduced 91.16%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
371
shares
|
$284,475
0.01% of portfolio
|
Q1 2025
Reduced 27.4%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
370
shares
|
$283,708
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
May 09, 2025 Q1 2025 |
370
shares
|
$283,708
0.11% of portfolio
|
Q1 2025
Reduced 11.48%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
370
shares
|
$283,708
0.28% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
369
shares
|
$282,941
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
368
shares
|
$282,175
0.03% of portfolio
|
Q2 2025
Reduced 6.36%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
367
shares
|
$281,408
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
366
shares
|
$280,641
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
364
shares
|
$279,107
0.05% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
362
shares
|
$277,574
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Crown Wealth Group, LLC
|
Jul 16, 2025 Q2 2025 |
361
shares
|
$276,807
0.11% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
358
shares
|
$274,507
0.02% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
355
shares
|
$272,206
0.09% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
355
shares
|
$272,206
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
354
shares
|
$271,440
0.06% of portfolio
|
Q1 2025
Reduced 43.54%
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
354
shares
|
$271,440
0.16% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
353
shares
|
$270,673
0.13% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
353
shares
|
$270,673
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
353
shares
|
$270,673
0.08% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
353
shares
|
$270,673
0.22% of portfolio
|
Q2 2025
Added 7.29%
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
352
shares
|
$269,906
0.08% of portfolio
|
Q1 2025
Added 0.57%
|