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 |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
3,231
shares
|
$2.06 Million
0.09% of portfolio
|
Q3 2024
Added 73.34%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,210
shares
|
$2.04 Million
0.07% of portfolio
|
Q3 2024
Reduced 5.89%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
3,200
shares
|
$2.04 Million
0.15% of portfolio
|
Q3 2022
Reduced 15.79%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
3,186
shares
|
$2.03 Million
0.2% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
3,183
shares
|
$2.02 Million
0.53% of portfolio
|
Q3 2024
New holding
|
|
|
Trust Asset Management LLC
Houston, TX |
Nov 13, 2024 Q3 2024 |
3,178
shares
|
$2.02 Million
0.16% of portfolio
|
Q1 2023
Reduced 0.72%
|
|
|
Rb Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
3,169
shares
|
$2.02 Million
0.48% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
3,155
shares
|
$2.01 Million
0.17% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
3,149
shares
|
$2 Million
0.06% of portfolio
|
Q3 2024
Added 7.69%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
3,096
shares
|
$1.97 Million
0.05% of portfolio
|
Q3 2024
Added 31.8%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
3,096
shares
|
$1.97 Million
0.81% of portfolio
|
Q1 2023
Reduced 32.34%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
3,092
shares
|
$1.97 Million
0.39% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Boston Trust Walden Corp
|
Oct 24, 2024 Q3 2024 |
3,091
shares
|
$1.97 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.21%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
3,086
shares
|
$1.96 Million
0.57% of portfolio
|
Q3 2024
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
3,082
shares
|
$1.96 Million
0.08% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
3,077
shares
|
$1.96 Million
0.49% of portfolio
|
Q2 2024
Reduced 2.38%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
3,075
shares
|
$1.96 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
3,057
shares
|
$1.94 Million
0.19% of portfolio
|
Q3 2024
Reduced 14.61%
|
|
|
Close Asset Management LTD
|
Nov 12, 2024 Q3 2024 |
3,048
shares
|
$1.94 Million
0.06% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Oct 08, 2024 Q3 2024 |
3,016
shares
|
$1.92 Million
1.32% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,011
shares
|
$1.92 Million
0.23% of portfolio
|
Q3 2024
Added 31.54%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
2,993
shares
|
$1.9 Million
0.02% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
2,931
shares
|
$1.86 Million
0.15% of portfolio
|
Q3 2024
Added 8.15%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2024 Q3 2024 |
2,929
shares
|
$1.86 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
2,928
shares
|
$1.86 Million
0.17% of portfolio
|
Q3 2024
Added 18.78%
|