Institutional Ownership Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU). We have compiled data on the 2,347 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 $181 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
54
shares
|
$42,185
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
50
shares
|
$39,060
0.0% of portfolio
|
Q1 2024
Reduced 7.41%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
50
shares
|
$39,060
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
50
shares
|
$39,060
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
50
shares
|
$39,060
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
49
shares
|
$38,279
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
45
shares
|
$35,154
0.01% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
44
shares
|
$34,373
0.01% of portfolio
|
Q3 2022
Added 120.0%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
44
shares
|
$34,373
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
41
shares
|
$32,029
0.0% of portfolio
|
Q1 2025
Reduced 99.48%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
40
shares
|
$31,248
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
39
shares
|
$30,467
0.01% of portfolio
|
Q2 2025
Added 34.48%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
39
shares
|
$30,467
0.0% of portfolio
|
Q1 2025
Reduced 37.1%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
38
shares
|
$29,685
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
36
shares
|
$28,123
0.01% of portfolio
|
Q4 2023
Added 16.13%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
36
shares
|
$28,123
0.01% of portfolio
|
Q4 2022
Reduced 52.63%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
36
shares
|
$28,123
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
36
shares
|
$28,123
0.01% of portfolio
|
Q2 2025
Added 111.76%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
35
shares
|
$27,342
0.0% of portfolio
|
Q1 2025
Added 45.83%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
35
shares
|
$27,342
0.01% of portfolio
|
Q4 2024
Added 20.69%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
33
shares
|
$25,779
0.0% of portfolio
|
Q1 2023
Added 94.12%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
33
shares
|
$25,779
0.0% of portfolio
|
Q2 2024
Added 560.0%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
33
shares
|
$25,779
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
32
shares
|
$24,998
0.01% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
32
shares
|
$24,998
0.01% of portfolio
|
Q1 2023
Added 128.57%
|