Institutional Ownership Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU). We have compiled data on the 2,330 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 $177 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
5,562
shares
|
$4.25 Million
0.05% of portfolio
|
Q1 2025
Added 39.08%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
5,558
shares
|
$4.24 Million
0.1% of portfolio
|
Q2 2025
Added 6.03%
|
|
|
Two Point Capital Management, Inc.
Pittsford, NY |
Jul 21, 2025 Q2 2025 |
5,503
shares
|
$4.2 Million
1.84% of portfolio
|
Q2 2025
Reduced 48.57%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
5,492
shares
|
$4.19 Million
0.19% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jul 18, 2025 Q2 2025 |
5,484
shares
|
$4.19 Million
0.36% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Jul 18, 2025 Q2 2025 |
5,430
shares
|
$4.15 Million
2.32% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
5,412
shares
|
$4.13 Million
0.59% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
5,410
shares
|
$4.13 Million
0.11% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
5,402
shares
|
$4.13 Million
0.04% of portfolio
|
Q1 2025
Reduced 13.44%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
5,393
shares
|
$4.12 Million
0.06% of portfolio
|
Q1 2025
Reduced 48.6%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
5,361
shares
|
$4.09 Million
0.71% of portfolio
|
Q3 2024
Added 9.03%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
5,350
shares
|
$4.09 Million
0.77% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,346
shares
|
$4.08 Million
0.04% of portfolio
|
Q2 2024
Reduced 2.05%
|
|
|
Groupama Asset Managment
Paris, I0 |
May 14, 2025 Q1 2025 |
5,337
shares
|
$4.08 Million
0.06% of portfolio
|
Q1 2025
Reduced 18.61%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
5,324
shares
|
$4.07 Million
0.14% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Advent International Corp
Boston, MA |
May 15, 2025 Q1 2025 |
5,318
shares
|
$4.06 Million
0.1% of portfolio
|
Q1 2025
Added 45.98%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
5,237
shares
|
$4 Million
0.08% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
5,210
shares
|
$3.98 Million
0.06% of portfolio
|
Q2 2025
Added 17.45%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
5,191
shares
|
$3.96 Million
0.08% of portfolio
|
Q1 2025
Reduced 11.73%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
May 15, 2025 Q1 2025 |
5,179
shares
|
$3.96 Million
0.08% of portfolio
|
Q1 2025
Reduced 9.43%
|
|
|
Oak Harvest Investment Services
|
May 14, 2025 Q1 2025 |
5,178
shares
|
$3.95 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Long Road Investment Counsel, LLC
|
May 12, 2025 Q1 2025 |
5,170
shares
|
$3.95 Million
1.28% of portfolio
|
Q2 2022
Reduced 10.4%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
5,159
shares
|
$3.94 Million
0.6% of portfolio
|
Q1 2025
Added 28.49%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
5,149
shares
|
$3.93 Million
0.2% of portfolio
|
Q1 2025
Reduced 6.02%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
5,142
shares
|
$3.93 Million
0.01% of portfolio
|
Q4 2022
Added 11.27%
|