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 |
|---|---|---|---|---|---|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Aug 14, 2025 Q2 2025 |
404
shares
|
$267,722
0.11% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
402
shares
|
$266,397
0.02% of portfolio
|
Q3 2024
Added 9.24%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
401
shares
|
$265,734
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
401
shares
|
$265,734
0.35% of portfolio
|
Q3 2023
Reduced 19.8%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
401
shares
|
$265,734
0.04% of portfolio
|
Q2 2025
Reduced 6.96%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Aug 13, 2025 Q2 2025 |
401
shares
|
$265,734
0.22% of portfolio
|
Q4 2024
Added 12.64%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
401
shares
|
$265,734
0.12% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Hall Laurie J Trustee
|
Jul 15, 2025 Q2 2025 |
400
shares
|
$265,072
0.11% of portfolio
|
Q3 2023
Reduced 6.1%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
400
shares
|
$265,072
0.03% of portfolio
|
Q1 2024
Reduced 0.25%
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
400
shares
|
$265,072
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jul 23, 2025 Q2 2025 |
400
shares
|
$265,072
0.24% of portfolio
|
Q2 2020
Added 33.33%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Jul 16, 2025 Q2 2025 |
400
shares
|
$265,072
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
399
shares
|
$264,409
0.01% of portfolio
|
Q3 2022
Reduced 3.62%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
398
shares
|
$263,746
0.1% of portfolio
|
Q2 2025
Added 165.33%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
398
shares
|
$263,746
0.13% of portfolio
|
Q2 2025
Reduced 10.16%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
398
shares
|
$263,746
0.08% of portfolio
|
Q2 2025
Added 69.36%
|
|
|
Walter & Keenan Wealth Management LLC
|
Aug 11, 2025 Q2 2025 |
397
shares
|
$263,083
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Better Wealth, LLC
|
Jul 14, 2025 Q2 2025 |
397
shares
|
$263,083
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
397
shares
|
$263,083
0.07% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
395
shares
|
$261,758
0.05% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
394
shares
|
$261,095
0.15% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
394
shares
|
$261,095
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
393
shares
|
$260,433
0.04% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
392
shares
|
$259,770
0.04% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
390
shares
|
$258,445
0.01% of portfolio
|
Q1 2025
New holding
|