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 |
|---|---|---|---|---|---|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
20
shares
|
$12,021
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
20
shares
|
$12,021
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
19
shares
|
$11,420
0.0% of portfolio
|
Q2 2024
Reduced 5.0%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
19
shares
|
$11,420
0.01% of portfolio
|
Q4 2024
Reduced 24.0%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
18
shares
|
$10,819
0.0% of portfolio
|
Q3 2024
Reduced 89.29%
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
17
shares
|
$10,218
0.0% of portfolio
|
Q1 2024
Reduced 85.95%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
17
shares
|
$10,218
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
17
shares
|
$10,218
0.0% of portfolio
|
Q3 2023
Reduced 10.53%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
17
shares
|
$10,218
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
16
shares
|
$9,617
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Feb 06, 2025 Q4 2024 |
16
shares
|
$9,617
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
15
shares
|
$9,016
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
15
shares
|
$9,016
0.0% of portfolio
|
Q2 2024
Added 25.0%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
15
shares
|
$9,016
0.0% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
15
shares
|
$9,016
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
15
shares
|
$9,016
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
13
shares
|
$7,814
0.0% of portfolio
|
Q4 2024
Reduced 23.53%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
13
shares
|
$7,814
0.0% of portfolio
|
Q2 2024
Added 116.67%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
13
shares
|
$7,814
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
13
shares
|
$7,814
0.0% of portfolio
|
Q4 2024
Reduced 99.67%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
13
shares
|
$7,814
0.0% of portfolio
|
Q4 2024
Added 18.18%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
13
shares
|
$7,814
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
13
shares
|
$7,814
0.0% of portfolio
|
Q4 2024
Added 44.44%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
13
shares
|
$7,814
0.01% of portfolio
|
Q4 2024
Added 85.71%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
12
shares
|
$7,213
0.0% of portfolio
|
Q4 2024
Added 50.0%
|