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 |
|---|---|---|---|---|---|
|
O'Brien Wealth Partners LLC
|
Jul 09, 2025 Q2 2025 |
4
shares
|
$2,650
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 08, 2025 Q2 2025 |
4
shares
|
$2,650
0.0% of portfolio
|
Q2 2025
Reduced 99.28%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
4
shares
|
$2,650
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
4
shares
|
$2,650
0.15% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
4
shares
|
$2,650
0.0% of portfolio
|
Q1 2025
Reduced 42.86%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
4
shares
|
$2,650
0.0% of portfolio
|
Q1 2025
Reduced 99.53%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
3
shares
|
$1,988
0.0% of portfolio
|
Q3 2021
Added 50.0%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
3
shares
|
$1,988
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
3
shares
|
$1,988
0.0% of portfolio
|
Q2 2025
Reduced 83.33%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
3
shares
|
$1,988
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
3
shares
|
$1,988
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
3
shares
|
$1,988
0.0% of portfolio
|
Q2 2025
Reduced 97.39%
|
|
|
Peak6 LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3
shares
|
$1,988
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
2
shares
|
$1,325
0.0% of portfolio
|
Q2 2022
Reduced 60.0%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
2
shares
|
$1,325
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
2
shares
|
$1,325
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
2
shares
|
$1,325
0.0% of portfolio
|
Q1 2024
Reduced 60.0%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
2
shares
|
$1,325
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
2
shares
|
$1,325
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
2
shares
|
$1,325
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
2
shares
|
$1,325
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1
shares
|
$662
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
1
shares
|
$662
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1
shares
|
$662
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
1
shares
|
$662
0.0% of portfolio
|
Q2 2025
Reduced 75.0%
|