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 |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
4,783
shares
|
$3.65 Million
0.09% of portfolio
|
Q1 2025
Added 33.53%
|
|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
May 14, 2025 Q1 2025 |
4,773
shares
|
$3.65 Million
1.93% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Apr 22, 2025 Q1 2025 |
4,732
shares
|
$3.61 Million
2.38% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,695
shares
|
$3.59 Million
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
4,649
shares
|
$3.55 Million
0.02% of portfolio
|
Q3 2024
Added 20.75%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
4,639
shares
|
$3.54 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
4,614
shares
|
$3.52 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.87%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
4,604
shares
|
$3.52 Million
0.17% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
4,597
shares
|
$3.51 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
4,596
shares
|
$3.51 Million
0.22% of portfolio
|
Q4 2023
Added 4.38%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Apr 23, 2025 Q1 2025 |
4,593
shares
|
$3.51 Million
0.63% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
4,587
shares
|
$3.5 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Sanders Morris Harris LLC
|
Apr 08, 2025 Q1 2025 |
4,576
shares
|
$3.49 Million
0.45% of portfolio
|
Q1 2024
Added 3.39%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
4,560
shares
|
$3.48 Million
0.53% of portfolio
|
Q4 2022
Reduced 13.64%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,527
shares
|
$3.46 Million
0.24% of portfolio
|
Q4 2023
Reduced 0.31%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
4,525
shares
|
$3.46 Million
0.57% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
4,501
shares
|
$3.44 Million
0.08% of portfolio
|
Q1 2025
Added 12.98%
|
|
|
Harfst & Associates, Inc.
|
May 13, 2025 Q1 2025 |
4,488
shares
|
$3.43 Million
0.65% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
4,487
shares
|
$3.43 Million
0.2% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,479
shares
|
$3.42 Million
0.05% of portfolio
|
Q3 2022
Added 186.38%
|
|
|
Ted Buchan & CO
San Diego, CA |
May 13, 2025 Q1 2025 |
4,456
shares
|
$3.4 Million
1.29% of portfolio
|
Q3 2024
Reduced 58.05%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
4,437
shares
|
$3.39 Million
0.82% of portfolio
|
Q1 2025
New holding
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
4,421
shares
|
$3.38 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
4,414
shares
|
$3.37 Million
0.04% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
May 16, 2025 Q1 2025 |
4,414
shares
|
$3.37 Million
1.16% of portfolio
|
Q1 2025
Added 0.34%
|