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 |
|---|---|---|---|---|---|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
2,963
shares
|
$2.27 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
2,956
shares
|
$2.27 Million
0.3% of portfolio
|
Q1 2025
Added 59.7%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
2,916
shares
|
$2.24 Million
0.21% of portfolio
|
Q1 2025
Reduced 17.25%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
May 07, 2025 Q1 2025 |
2,915
shares
|
$2.24 Million
0.13% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Glynn Capital Management LLC
|
May 06, 2025 Q1 2025 |
2,894
shares
|
$2.22 Million
0.54% of portfolio
|
Q3 2024
Reduced 42.12%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
2,873
shares
|
$2.2 Million
0.08% of portfolio
|
Q1 2025
Reduced 15.25%
|
|
|
Eads & Heald Wealth Management
|
Jul 22, 2025 Q2 2025 |
2,871
shares
|
$2.2 Million
1.12% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
2,867
shares
|
$2.2 Million
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
2,862
shares
|
$2.19 Million
0.03% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
2,838
shares
|
$2.18 Million
0.15% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
2,835
shares
|
$2.17 Million
1.51% of portfolio
|
Q4 2024
New holding
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
2,834
shares
|
$2.17 Million
0.28% of portfolio
|
Q3 2023
Reduced 8.11%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
May 14, 2025 Q1 2025 |
2,811
shares
|
$2.16 Million
0.26% of portfolio
|
Q1 2025
Added 84.33%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
2,796
shares
|
$2.14 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
2,794
shares
|
$2.14 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Allen Investment Management LLC
|
May 07, 2025 Q1 2025 |
2,787
shares
|
$2.14 Million
0.02% of portfolio
|
Q4 2024
Added 7.44%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
2,787
shares
|
$2.14 Million
0.03% of portfolio
|
Q1 2025
Added 10.99%
|
|
|
Cullinan Associates Inc
|
Jul 22, 2025 Q2 2025 |
2,770
shares
|
$2.12 Million
0.15% of portfolio
|
Q4 2024
Reduced 41.19%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
May 02, 2025 Q1 2025 |
2,763
shares
|
$2.12 Million
0.36% of portfolio
|
Q1 2025
Added 47.05%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
2,750
shares
|
$2.11 Million
0.15% of portfolio
|
Q1 2025
Reduced 11.72%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
2,750
shares
|
$2.11 Million
0.31% of portfolio
|
Q1 2025
Added 8.87%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Apr 16, 2025 Q1 2025 |
2,740
shares
|
$2.1 Million
0.21% of portfolio
|
Q1 2025
Reduced 15.43%
|
|
|
Tom Gayner
Markel Corp
|
May 02, 2025 Q1 2025 |
2,720
shares
|
$2.09 Million
0.02% of portfolio
|
Q4 2021
Added 33.33%
|
|
|
Tema Etfs LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,720
shares
|
$2.09 Million
0.5% of portfolio
|
Q1 2025
Added 146.15%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
2,713
shares
|
$2.08 Million
0.14% of portfolio
|
Q1 2025
Added 53.36%
|