Institutional Ownership Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU). We have compiled data on the 2,337 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 |
|---|---|---|---|---|---|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
3,459
shares
|
$2.65 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2025 Q1 2025 |
3,451
shares
|
$2.65 Million
0.05% of portfolio
|
Q1 2025
Added 33.45%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
3,444
shares
|
$2.64 Million
0.11% of portfolio
|
Q1 2025
Added 7.09%
|
|
|
Gateway Investment Advisers LLC
|
Jul 09, 2025 Q2 2025 |
3,436
shares
|
$2.63 Million
0.03% of portfolio
|
Q2 2025
Reduced 75.5%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
3,421
shares
|
$2.62 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
3,421
shares
|
$2.62 Million
0.12% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
3,417
shares
|
$2.62 Million
0.16% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
3,410
shares
|
$2.61 Million
0.07% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
3,402
shares
|
$2.61 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
3,346
shares
|
$2.57 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
3,334
shares
|
$2.56 Million
0.44% of portfolio
|
Q2 2024
Added 0.79%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
3,331
shares
|
$2.55 Million
0.03% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
M&G Investments (Usa) Inc.
Chicago, IL |
May 08, 2024 Q4 2023 |
3,319
shares
|
$2.54 Million
2.04% of portfolio
|
Q4 2023
New holding
|
|
|
Lecap Asset Management LTD
London, X0 |
Jul 21, 2025 Q2 2025 |
3,318
shares
|
$2.54 Million
0.92% of portfolio
|
Q2 2025
Reduced 13.68%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
3,296
shares
|
$2.53 Million
0.14% of portfolio
|
Q1 2025
Added 14.09%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
3,291
shares
|
$2.52 Million
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
3,289
shares
|
$2.52 Million
1.62% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Close Asset Management LTD
|
May 06, 2025 Q1 2025 |
3,288
shares
|
$2.52 Million
0.06% of portfolio
|
Q1 2025
Added 7.87%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
3,286
shares
|
$2.52 Million
0.83% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
May 15, 2025 Q1 2025 |
3,276
shares
|
$2.51 Million
0.16% of portfolio
|
Q1 2025
Reduced 39.01%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
3,261
shares
|
$2.5 Million
0.47% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
3,251
shares
|
$2.49 Million
0.09% of portfolio
|
Q1 2025
Added 28.4%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
3,232
shares
|
$2.48 Million
0.11% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Congress Asset Management CO
|
Jul 16, 2025 Q2 2025 |
3,229
shares
|
$2.48 Million
0.02% of portfolio
|
Q2 2025
Reduced 81.28%
|
|
|
Trust Asset Management LLC
Houston, TX |
May 12, 2025 Q1 2025 |
3,221
shares
|
$2.47 Million
0.16% of portfolio
|
Q1 2025
Added 1.35%
|