Institutional Ownership Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU). We have compiled data on the 2,342 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 |
|---|---|---|---|---|---|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
1,739
shares
|
$1.36 Million
0.22% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
1,738
shares
|
$1.36 Million
0.02% of portfolio
|
Q1 2025
Added 6.69%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
1,737
shares
|
$1.36 Million
0.01% of portfolio
|
Q1 2025
Reduced 79.66%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
1,728
shares
|
$1.35 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Trust
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
1,713
shares
|
$1.34 Million
0.33% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
1,712
shares
|
$1.34 Million
0.07% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
Lee Danner & Bass Inc
|
Apr 29, 2025 Q1 2025 |
1,706
shares
|
$1.33 Million
0.09% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
1,693
shares
|
$1.32 Million
0.51% of portfolio
|
Q2 2025
Reduced 12.73%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,691
shares
|
$1.32 Million
0.7% of portfolio
|
Q3 2024
Added 67.92%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
1,685
shares
|
$1.32 Million
0.1% of portfolio
|
Q2 2025
Added 23.44%
|
|
|
Red Spruce Capital, LLC
|
Jul 08, 2025 Q2 2025 |
1,681
shares
|
$1.31 Million
0.59% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Parthenon LLC
|
May 02, 2025 Q1 2025 |
1,675
shares
|
$1.31 Million
0.13% of portfolio
|
Q3 2021
Reduced 1.47%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
1,672
shares
|
$1.31 Million
0.08% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
1,671
shares
|
$1.31 Million
0.07% of portfolio
|
Q1 2025
Added 24.15%
|
|
|
Denali Advisors LLC
|
May 05, 2025 Q1 2025 |
1,670
shares
|
$1.3 Million
0.12% of portfolio
|
Q1 2025
Reduced 80.29%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
1,669
shares
|
$1.3 Million
0.04% of portfolio
|
Q1 2025
Added 10.6%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
1,667
shares
|
$1.3 Million
0.02% of portfolio
|
Q2 2025
Added 157.25%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
1,666
shares
|
$1.3 Million
0.24% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Nelson Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
1,665
shares
|
$1.3 Million
0.18% of portfolio
|
Q2 2025
Reduced 15.27%
|
|
|
Alpha Family Trust
Los Angeles, CA |
May 13, 2025 Q1 2025 |
1,665
shares
|
$1.3 Million
0.61% of portfolio
|
Q1 2025
Added 33.2%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,663
shares
|
$1.3 Million
0.09% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
1,653
shares
|
$1.29 Million
0.09% of portfolio
|
Q1 2025
Added 24.94%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
1,646
shares
|
$1.29 Million
0.04% of portfolio
|
Q3 2022
Added 7.44%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,646
shares
|
$1.29 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
1,641
shares
|
$1.28 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.62%
|