Institutional Ownership Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU). We have compiled data on the 2,327 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 $175 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
72
shares
|
$54,386
0.01% of portfolio
|
Q1 2024
Reduced 36.84%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
72
shares
|
$54,386
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
71
shares
|
$53,631
0.0% of portfolio
|
Q1 2025
Added 7.58%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
71
shares
|
$53,631
0.02% of portfolio
|
Q1 2025
Reduced 6.58%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
70
shares
|
$52,875
0.02% of portfolio
|
Q1 2025
Added 9.38%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
70
shares
|
$52,875
0.01% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
69
shares
|
$52,120
0.0% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
68
shares
|
$51,365
0.02% of portfolio
|
Q4 2024
Reduced 8.11%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
67
shares
|
$50,609
0.0% of portfolio
|
Q2 2024
Reduced 2.9%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
66
shares
|
$49,854
0.02% of portfolio
|
Q4 2024
Added 6500.0%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
65
shares
|
$49,099
0.04% of portfolio
|
Q1 2025
Reduced 13.33%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
65
shares
|
$49,099
0.04% of portfolio
|
Q1 2025
Reduced 33.67%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
65
shares
|
$49,099
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
63
shares
|
$47,588
0.01% of portfolio
|
Q1 2025
Added 3050.0%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
62
shares
|
$46,832
0.02% of portfolio
|
Q3 2024
Reduced 78.84%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
61
shares
|
$46,077
0.01% of portfolio
|
Q1 2025
Reduced 24.69%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
61
shares
|
$46,077
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
60
shares
|
$45,322
0.01% of portfolio
|
Q3 2023
Added 50.0%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
60
shares
|
$45,322
0.0% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
60
shares
|
$45,322
0.01% of portfolio
|
Q4 2022
Added 62.16%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
60
shares
|
$45,322
0.01% of portfolio
|
Q4 2024
Reduced 41.18%
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
60
shares
|
$45,322
0.11% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
58
shares
|
$43,811
0.01% of portfolio
|
Q1 2025
Added 31.82%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
58
shares
|
$43,811
0.01% of portfolio
|
Q2 2025
Reduced 7.94%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
56
shares
|
$42,300
0.0% of portfolio
|
Q4 2023
Added 33.33%
|