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 |
|---|---|---|---|---|---|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
1,471
shares
|
$935,806
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
1,469
shares
|
$934,533
0.08% of portfolio
|
Q3 2024
Added 6.06%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,467
shares
|
$933,261
0.06% of portfolio
|
Q3 2024
Reduced 30.11%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
1,466
shares
|
$932,625
0.26% of portfolio
|
Q2 2022
Reduced 74.56%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Nov 13, 2024 Q3 2024 |
1,461
shares
|
$929,444
0.34% of portfolio
|
Q2 2024
Reduced 10.7%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
1,450
shares
|
$922,446
0.02% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
1,442
shares
|
$917,357
0.22% of portfolio
|
Q3 2024
Added 22.62%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
1,432
shares
|
$910,995
0.01% of portfolio
|
Q3 2022
Reduced 72.22%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
1,431
shares
|
$910,359
0.02% of portfolio
|
Q3 2024
Added 9.91%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
1,431
shares
|
$910,359
0.35% of portfolio
|
Q2 2023
Added 2.0%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,430
shares
|
$909,723
0.44% of portfolio
|
Q1 2024
Reduced 22.41%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
1,416
shares
|
$900,816
0.04% of portfolio
|
Q3 2024
Added 9.6%
|
|
|
Texas Capital Bancshares Inc
|
Nov 14, 2024 Q3 2024 |
1,413
shares
|
$898,908
0.46% of portfolio
|
Q2 2024
Reduced 0.77%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
1,411
shares
|
$897,635
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Chase Investment Counsel Corp
|
Nov 05, 2024 Q3 2024 |
1,410
shares
|
$896,999
0.3% of portfolio
|
Q3 2024
Reduced 11.88%
|
|
|
Westfield Capital Management CO LP
Boston, MA |
Nov 12, 2024 Q3 2024 |
1,410
shares
|
$896,999
0.0% of portfolio
|
Q2 2022
Reduced 98.99%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
1,408
shares
|
$895,727
0.02% of portfolio
|
Q3 2024
Reduced 7.49%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
1,408
shares
|
$895,727
0.0% of portfolio
|
Q3 2024
Added 33.21%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
1,400
shares
|
$890,638
0.0% of portfolio
|
Q3 2024
Added 153.16%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,398
shares
|
$889,365
0.42% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 04, 2024 Q3 2024 |
1,396
shares
|
$888,093
0.02% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
Oct 24, 2024 Q3 2024 |
1,392
shares
|
$885,548
0.77% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Blue Spruce Investments, LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,391
shares
|
$884,912
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
1,391
shares
|
$884,912
0.03% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
1,390
shares
|
$884,276
0.02% of portfolio
|
Q3 2024
Added 2.06%
|