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 |
|---|---|---|---|---|---|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
3,212
shares
|
$2.46 Million
0.05% of portfolio
|
Q1 2025
Added 37.62%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
3,200
shares
|
$2.45 Million
0.15% of portfolio
|
Q3 2022
Reduced 15.79%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
3,200
shares
|
$2.45 Million
1.15% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Jul 14, 2025 Q2 2025 |
3,198
shares
|
$2.45 Million
2.45% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
3,197
shares
|
$2.45 Million
0.8% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Apr 21, 2025 Q1 2025 |
3,191
shares
|
$2.45 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Rb Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
3,189
shares
|
$2.45 Million
0.6% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Stiles Financial Services Inc
|
Apr 22, 2025 Q1 2025 |
3,183
shares
|
$2.44 Million
0.77% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
3,178
shares
|
$2.44 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
3,177
shares
|
$2.44 Million
0.2% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Caxton Associates LLP
London, |
May 15, 2025 Q1 2025 |
3,149
shares
|
$2.41 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Outfitter Financial LLC
|
May 05, 2025 Q1 2025 |
3,129
shares
|
$2.4 Million
1.74% of portfolio
|
Q1 2025
Reduced 12.08%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
3,118
shares
|
$2.39 Million
0.4% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Boston Trust Walden Corp
|
Apr 21, 2025 Q1 2025 |
3,104
shares
|
$2.38 Million
0.01% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
De Burlo Group Inc
Boston, MA |
May 07, 2025 Q1 2025 |
3,100
shares
|
$2.38 Million
0.28% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
3,096
shares
|
$2.37 Million
0.05% of portfolio
|
Q3 2024
Added 31.8%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
3,096
shares
|
$2.37 Million
0.81% of portfolio
|
Q1 2023
Reduced 32.34%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
3,084
shares
|
$2.36 Million
0.13% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
3,079
shares
|
$2.36 Million
0.06% of portfolio
|
Q1 2025
Reduced 84.11%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
3,079
shares
|
$2.36 Million
0.08% of portfolio
|
Q2 2025
Reduced 9.12%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
3,076
shares
|
$2.36 Million
0.22% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Qtron Investments LLC
Boston, MA |
May 13, 2025 Q1 2025 |
3,059
shares
|
$2.35 Million
0.29% of portfolio
|
Q1 2025
Reduced 14.74%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
May 15, 2025 Q1 2025 |
3,019
shares
|
$2.31 Million
0.77% of portfolio
|
Q1 2025
Added 88.1%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
3,014
shares
|
$2.31 Million
0.01% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
2,989
shares
|
$2.29 Million
0.02% of portfolio
|
Q1 2025
Reduced 49.06%
|