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 |
|---|---|---|---|---|---|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,422
shares
|
$1.54 Million
0.04% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 15, 2024 Q3 2024 |
2,415
shares
|
$1.54 Million
1.1% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
2,415
shares
|
$1.54 Million
0.14% of portfolio
|
Q3 2024
Added 6.62%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
2,411
shares
|
$1.53 Million
0.16% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Community Capital Management, LLC
|
Oct 23, 2023 Q3 2023 |
2,400
shares
|
$1.53 Million
2.0% of portfolio
|
Q1 2023
Added 71.43%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 07, 2024 Q3 2024 |
2,400
shares
|
$1.53 Million
0.63% of portfolio
|
Q3 2024
Added 180.7%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
2,397
shares
|
$1.52 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
2,380
shares
|
$1.51 Million
0.5% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
2,374
shares
|
$1.51 Million
0.05% of portfolio
|
Q4 2023
Added 93.01%
|
|
|
Db Fitzpatrick & Co, Inc
|
Oct 16, 2024 Q3 2024 |
2,367
shares
|
$1.51 Million
1.3% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Oct 18, 2024 Q3 2024 |
2,357
shares
|
$1.5 Million
0.03% of portfolio
|
Q3 2024
Added 105.49%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
2,353
shares
|
$1.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
2,352
shares
|
$1.5 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
2,340
shares
|
$1.49 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
2,334
shares
|
$1.48 Million
0.15% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
2,319
shares
|
$1.48 Million
0.03% of portfolio
|
Q3 2024
Added 130.29%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,286
shares
|
$1.45 Million
0.23% of portfolio
|
Q2 2022
Reduced 38.55%
|
|
|
Invesco, LLC
Des Plaines, IL |
Oct 29, 2024 Q3 2024 |
2,278
shares
|
$1.45 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
2,275
shares
|
$1.45 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
2,266
shares
|
$1.44 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
2,262
shares
|
$1.44 Million
0.04% of portfolio
|
Q3 2024
Added 6.5%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
2,260
shares
|
$1.44 Million
0.13% of portfolio
|
Q3 2024
Reduced 19.11%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
2,232
shares
|
$1.42 Million
0.7% of portfolio
|
Q1 2024
Reduced 15.33%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
2,227
shares
|
$1.42 Million
0.15% of portfolio
|
Q3 2024
Reduced 23.02%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
2,217
shares
|
$1.41 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.73%
|