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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,036
shares
|
$1.3 Million
0.04% of portfolio
|
Q3 2024
Added 20.9%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
2,026
shares
|
$1.29 Million
0.28% of portfolio
|
Q1 2024
Reduced 0.54%
|
|
|
Mirador Capital Partners LP
|
Oct 04, 2024 Q3 2024 |
2,025
shares
|
$1.29 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
2,020
shares
|
$1.29 Million
0.02% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
James Hambro & Partners
|
Oct 21, 2024 Q3 2024 |
1,999
shares
|
$1.27 Million
0.06% of portfolio
|
Q3 2024
Reduced 11.23%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
1,996
shares
|
$1.27 Million
0.22% of portfolio
|
Q3 2024
Reduced 94.51%
|
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
1,992
shares
|
$1.27 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
1,981
shares
|
$1.26 Million
0.19% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
1,967
shares
|
$1.25 Million
0.75% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Nelson Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
1,965
shares
|
$1.25 Million
0.21% of portfolio
|
Q4 2023
Added 221.6%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
1,943
shares
|
$1.24 Million
0.07% of portfolio
|
Q3 2024
Added 33.36%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,934
shares
|
$1.23 Million
0.07% of portfolio
|
Q3 2024
Reduced 20.71%
|
|
|
Red Spruce Capital, LLC
|
Oct 04, 2024 Q3 2024 |
1,930
shares
|
$1.23 Million
0.56% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
1,926
shares
|
$1.23 Million
0.6% of portfolio
|
Q2 2022
Added 102.74%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
1,926
shares
|
$1.23 Million
0.22% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
1,920
shares
|
$1.22 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
1,908
shares
|
$1.21 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
1,908
shares
|
$1.21 Million
0.17% of portfolio
|
Q2 2024
Reduced 3.0%
|
|
|
Amica Retiree Medical Trust
|
Nov 12, 2024 Q3 2024 |
1,907
shares
|
$1.21 Million
0.98% of portfolio
|
Q3 2024
Reduced 17.7%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
1,906
shares
|
$1.21 Million
0.19% of portfolio
|
Q2 2023
Added 50.32%
|
|
|
Barbara Oil Co.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,900
shares
|
$1.21 Million
0.49% of portfolio
|
N/A
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
1,897
shares
|
$1.21 Million
0.24% of portfolio
|
Q3 2024
Reduced 16.69%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,896
shares
|
$1.21 Million
0.1% of portfolio
|
Q3 2024
Added 12.92%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
1,894
shares
|
$1.2 Million
0.05% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
1,893
shares
|
$1.2 Million
0.44% of portfolio
|
Q3 2024
Reduced 13.32%
|