Institutional Ownership Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU). We have compiled data on the 2,260 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 $139 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
50
shares
|
$30,054
0.0% of portfolio
|
Q1 2024
Reduced 7.41%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
50
shares
|
$30,054
0.0% of portfolio
|
Q3 2024
Added 31.58%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
50
shares
|
$30,054
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
50
shares
|
$30,054
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
46
shares
|
$27,650
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
45
shares
|
$27,049
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
45
shares
|
$27,049
0.0% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
45
shares
|
$27,049
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
44
shares
|
$26,447
0.01% of portfolio
|
Q3 2022
Added 120.0%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
44
shares
|
$26,447
0.0% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
44
shares
|
$26,447
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Street Markets LLC
|
Feb 12, 2025 Q4 2024 |
44
shares
|
$26,447
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
44
shares
|
$26,447
0.01% of portfolio
|
Q4 2024
Reduced 25.42%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
43
shares
|
$25,846
0.0% of portfolio
|
Q1 2024
Added 53.57%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
43
shares
|
$25,846
0.0% of portfolio
|
Q4 2024
Added 72.0%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
41
shares
|
$24,644
0.0% of portfolio
|
Q3 2024
Added 32.26%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
40
shares
|
$24,043
0.01% of portfolio
|
Q3 2024
Reduced 38.46%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
40
shares
|
$24,043
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
36
shares
|
$21,639
0.01% of portfolio
|
Q4 2023
Added 16.13%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Feb 12, 2025 Q4 2024 |
36
shares
|
$21,639
0.01% of portfolio
|
Q4 2022
Reduced 52.63%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Feb 14, 2025 Q4 2024 |
36
shares
|
$21,639
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
35
shares
|
$21,038
0.01% of portfolio
|
Q4 2024
Added 20.69%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
33
shares
|
$19,835
0.0% of portfolio
|
Q1 2023
Added 94.12%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
33
shares
|
$19,835
0.01% of portfolio
|
Q2 2024
Added 560.0%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
33
shares
|
$19,835
0.02% of portfolio
|
Q4 2024
New holding
|