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 |
|---|---|---|---|---|---|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
1,859
shares
|
$1.43 Million
0.36% of portfolio
|
Q2 2025
Added 25.1%
|
|
|
Pictet & Cie (Europe) Sa
|
Jul 16, 2025 Q2 2025 |
1,851
shares
|
$1.42 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,848
shares
|
$1.42 Million
0.03% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
1,848
shares
|
$1.42 Million
0.11% of portfolio
|
Q1 2025
Added 12.61%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
1,841
shares
|
$1.41 Million
0.18% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
1,834
shares
|
$1.41 Million
0.17% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
1,830
shares
|
$1.4 Million
0.12% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
1,821
shares
|
$1.4 Million
0.03% of portfolio
|
Q1 2025
Added 65.85%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
1,818
shares
|
$1.39 Million
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
1,814
shares
|
$1.39 Million
0.75% of portfolio
|
Q1 2025
Reduced 7.78%
|
|
|
Pettee Investors, Inc.
|
May 02, 2025 Q1 2025 |
1,809
shares
|
$1.39 Million
0.68% of portfolio
|
Q1 2022
Added 0.22%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
1,809
shares
|
$1.39 Million
0.01% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
1,805
shares
|
$1.38 Million
0.57% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
1,803
shares
|
$1.38 Million
0.14% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,802
shares
|
$1.38 Million
0.77% of portfolio
|
Q2 2025
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
1,790
shares
|
$1.37 Million
0.08% of portfolio
|
Q1 2025
Added 33.38%
|
|
|
Riverpark Capital Management LLC
New York, NY |
May 12, 2025 Q1 2025 |
1,789
shares
|
$1.37 Million
2.02% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
1,786
shares
|
$1.37 Million
0.19% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
1,781
shares
|
$1.37 Million
0.06% of portfolio
|
Q1 2025
Added 448.0%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
1,776
shares
|
$1.36 Million
0.1% of portfolio
|
Q2 2025
Added 14.21%
|
|
|
Verde Capital Management
|
Jul 07, 2025 Q2 2025 |
1,762
shares
|
$1.35 Million
0.36% of portfolio
|
Q2 2025
Added 8.03%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
1,761
shares
|
$1.35 Million
0.17% of portfolio
|
Q2 2025
Reduced 13.04%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
1,760
shares
|
$1.35 Million
0.04% of portfolio
|
Q1 2025
Reduced 11.91%
|
|
|
Kensington Investment Counsel, LLC
|
May 15, 2025 Q1 2025 |
1,750
shares
|
$1.34 Million
0.48% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
1,740
shares
|
$1.33 Million
0.48% of portfolio
|
Q1 2025
Reduced 15.74%
|