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 |
|---|---|---|---|---|---|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
1,635
shares
|
$1.25 Million
0.01% of portfolio
|
Q2 2023
Added 179.49%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
1,630
shares
|
$1.25 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Heritage Investors Management Corp
|
May 05, 2025 Q1 2025 |
1,628
shares
|
$1.25 Million
0.03% of portfolio
|
Q1 2025
Added 9.78%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
1,620
shares
|
$1.24 Million
0.06% of portfolio
|
Q2 2025
Added 209.16%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
1,616
shares
|
$1.24 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,613
shares
|
$1.24 Million
0.18% of portfolio
|
Q2 2025
Reduced 51.76%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
1,607
shares
|
$1.23 Million
0.01% of portfolio
|
Q1 2025
Added 471.89%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
1,607
shares
|
$1.23 Million
0.44% of portfolio
|
Q1 2025
Added 168.28%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
1,592
shares
|
$1.22 Million
0.09% of portfolio
|
Q1 2025
Added 39.4%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
1,584
shares
|
$1.21 Million
0.05% of portfolio
|
Q2 2025
Added 281.69%
|
|
|
Barr E S & CO
Lexington, KY |
May 15, 2025 Q1 2025 |
1,584
shares
|
$1.21 Million
0.06% of portfolio
|
Q1 2025
Reduced 12.44%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
1,576
shares
|
$1.21 Million
0.11% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
1,565
shares
|
$1.2 Million
0.02% of portfolio
|
Q1 2025
Added 7.93%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jul 18, 2025 Q2 2025 |
1,563
shares
|
$1.2 Million
0.28% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
1,562
shares
|
$1.2 Million
0.19% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
1,558
shares
|
$1.19 Million
0.14% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Curated Wealth Partners LLC
|
Apr 15, 2025 Q1 2025 |
1,551
shares
|
$1.19 Million
0.13% of portfolio
|
Q1 2025
Added 36.77%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,547
shares
|
$1.19 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.53%
|
|
|
Crew Capital Management, Ltd.
|
Jul 14, 2025 Q2 2025 |
1,543
shares
|
$1.18 Million
0.99% of portfolio
|
Q2 2025
Reduced 24.25%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
1,539
shares
|
$1.18 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
1,538
shares
|
$1.18 Million
0.05% of portfolio
|
Q1 2025
Added 8.08%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
May 08, 2025 Q1 2025 |
1,531
shares
|
$1.17 Million
0.43% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
1,529
shares
|
$1.17 Million
0.14% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
1,529
shares
|
$1.17 Million
0.69% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
1,525
shares
|
$1.17 Million
0.17% of portfolio
|
Q3 2024
Added 71.54%
|