Institutional Ownership Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU). We have compiled data on the 2,149 institutions that hold shares in the stock, with a total of 225 Million shares, which have been reported (via 13F filing form) to have a value of $143 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
30,733
shares
|
$19.6 Million
1.75% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
30,555
shares
|
$19.4 Million
0.03% of portfolio
|
Q4 2023
Reduced 93.05%
|
|
|
Raub Brock Capital Management LP
|
Oct 17, 2024 Q3 2024 |
29,972
shares
|
$19.1 Million
3.88% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
29,972
shares
|
$19.1 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.21%
|
|
|
Los Angeles Capital Management LLC
|
Nov 04, 2024 Q3 2024 |
29,640
shares
|
$18.9 Million
0.07% of portfolio
|
Q3 2024
Reduced 24.57%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
29,623
shares
|
$18.8 Million
0.26% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
29,557
shares
|
$18.8 Million
0.3% of portfolio
|
Q3 2024
Added 23.7%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
29,307
shares
|
$18.6 Million
0.04% of portfolio
|
Q3 2024
Added 6.46%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
29,256
shares
|
$18.6 Million
0.32% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
Abner Herrman & Brock LLC
|
Oct 08, 2024 Q3 2024 |
29,242
shares
|
$18.6 Million
2.19% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2024 Q3 2024 |
28,727
shares
|
$18.3 Million
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 04, 2024 Q3 2024 |
28,637
shares
|
$18.2 Million
0.32% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
28,622
shares
|
$18.2 Million
3.63% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Copeland Capital Management, LLC
|
Oct 21, 2024 Q3 2024 |
28,577
shares
|
$18.2 Million
0.32% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Lts One Management LP
|
Nov 14, 2024 Q3 2024 |
28,500
shares
|
$18.1 Million
5.19% of portfolio
|
Q3 2024
Added 26.67%
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 13, 2024 Q3 2024 |
28,381
shares
|
$18.1 Million
0.53% of portfolio
|
Q3 2024
Added 21.67%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
28,213
shares
|
$17.9 Million
0.23% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
28,114
shares
|
$17.9 Million
0.12% of portfolio
|
Q3 2024
Added 27.91%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
28,099
shares
|
$17.9 Million
2.07% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
27,838
shares
|
$17.7 Million
1.27% of portfolio
|
Q2 2022
Reduced 1.96%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
27,768
shares
|
$17.7 Million
0.06% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
27,595
shares
|
$17.6 Million
0.9% of portfolio
|
Q3 2022
Reduced 0.59%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
27,276
shares
|
$17.4 Million
0.27% of portfolio
|
Q3 2024
Added 19.18%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
26,970
shares
|
$17.2 Million
0.08% of portfolio
|
Q3 2024
Reduced 7.66%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
26,615
shares
|
$16.9 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.21%
|