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 |
|---|---|---|---|---|---|
|
Swan Global Investments, LLC
Durango, CO |
Jul 29, 2025 Q2 2025 |
354
shares
|
$234,588
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
354
shares
|
$234,588
0.03% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
353
shares
|
$233,926
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
353
shares
|
$233,926
0.08% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
353
shares
|
$233,926
0.04% of portfolio
|
Q2 2025
Reduced 15.14%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
353
shares
|
$233,926
0.22% of portfolio
|
Q2 2025
Added 7.29%
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Aug 13, 2025 Q2 2025 |
353
shares
|
$233,926
0.17% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
352
shares
|
$233,263
0.08% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
352
shares
|
$233,263
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
352
shares
|
$233,263
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
352
shares
|
$233,263
0.06% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
352
shares
|
$233,263
0.22% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
351
shares
|
$232,600
0.17% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Dsc Advisors, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
351
shares
|
$232,600
2.25% of portfolio
|
Q3 2024
Reduced 6.65%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
350
shares
|
$231,937
0.06% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Aug 12, 2025 Q2 2025 |
349
shares
|
$231,275
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
349
shares
|
$231,275
0.1% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
348
shares
|
$230,612
0.05% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
348
shares
|
$230,612
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Aug 11, 2025 Q2 2025 |
348
shares
|
$230,612
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
347
shares
|
$229,949
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
347
shares
|
$229,949
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
346
shares
|
$229,287
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
346
shares
|
$229,287
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
346
shares
|
$229,287
0.11% of portfolio
|
Q1 2025
New holding
|