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 |
|---|---|---|---|---|---|
|
Sagard Holdings Management Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
36
shares
|
$23,856
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
35
shares
|
$23,193
0.0% of portfolio
|
Q1 2025
Added 45.83%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
34
shares
|
$22,531
0.0% of portfolio
|
Q2 2025
Added 161.54%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
33
shares
|
$21,868
0.0% of portfolio
|
Q1 2023
Added 94.12%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
33
shares
|
$21,868
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
32
shares
|
$21,205
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
32
shares
|
$21,205
0.0% of portfolio
|
Q2 2025
Added 540.0%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
32
shares
|
$21,205
0.01% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
32
shares
|
$21,205
0.01% of portfolio
|
Q1 2023
Added 128.57%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
31
shares
|
$20,543
0.0% of portfolio
|
Q1 2025
Reduced 24.39%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
31
shares
|
$20,543
0.01% of portfolio
|
Q2 2025
Reduced 13.89%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
31
shares
|
$20,543
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
30
shares
|
$19,880
0.01% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
30
shares
|
$19,880
0.02% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
30
shares
|
$19,880
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
29
shares
|
$19,217
0.01% of portfolio
|
Q3 2022
Added 31.82%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
29
shares
|
$19,217
0.01% of portfolio
|
Q4 2024
Reduced 12.12%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
28
shares
|
$18,555
0.0% of portfolio
|
Q2 2025
Reduced 31.71%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
28
shares
|
$18,555
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
27
shares
|
$17,892
0.0% of portfolio
|
Q1 2025
Reduced 37.21%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
27
shares
|
$17,892
0.01% of portfolio
|
Q2 2025
Added 28.57%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
26
shares
|
$17,229
0.0% of portfolio
|
Q4 2024
Reduced 25.71%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
25
shares
|
$16,567
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Aug 07, 2025 Q2 2025 |
25
shares
|
$16,567
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
24
shares
|
$15,904
0.0% of portfolio
|
Q3 2023
Reduced 42.86%
|