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 |
|---|---|---|---|---|---|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
1,529
shares
|
$1.19 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
|
$1.19 Million
0.17% of portfolio
|
Q3 2024
Added 71.54%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
1,515
shares
|
$1.18 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
May 15, 2025 Q1 2025 |
1,512
shares
|
$1.18 Million
1.04% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
1,510
shares
|
$1.18 Million
0.07% of portfolio
|
Q1 2025
Added 7.24%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
1,504
shares
|
$1.17 Million
0.07% of portfolio
|
Q1 2025
Added 17.32%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
1,504
shares
|
$1.17 Million
0.02% of portfolio
|
Q1 2023
Added 1.48%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
1,503
shares
|
$1.17 Million
0.1% of portfolio
|
Q1 2025
Reduced 30.22%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Apr 28, 2025 Q1 2025 |
1,500
shares
|
$1.17 Million
0.03% of portfolio
|
Q1 2025
Reduced 64.49%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,489
shares
|
$1.16 Million
1.23% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
May 05, 2025 Q1 2025 |
1,486
shares
|
$1.16 Million
0.31% of portfolio
|
Q4 2022
Reduced 6.31%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
1,473
shares
|
$1.15 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,470
shares
|
$1.15 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
May 13, 2025 Q1 2025 |
1,470
shares
|
$1.15 Million
0.82% of portfolio
|
Q1 2025
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
1,462
shares
|
$1.14 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
1,462
shares
|
$1.14 Million
0.32% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
1,452
shares
|
$1.13 Million
0.1% of portfolio
|
Q2 2025
Reduced 6.86%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2025 Q1 2025 |
1,452
shares
|
$1.13 Million
0.22% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
1,448
shares
|
$1.13 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Garner Asset Management Corp
|
May 05, 2025 Q1 2025 |
1,443
shares
|
$1.13 Million
0.4% of portfolio
|
Q1 2025
Reduced 9.13%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
1,435
shares
|
$1.12 Million
0.51% of portfolio
|
Q1 2025
Reduced 6.7%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
1,432
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2022
Reduced 72.22%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
1,432
shares
|
$1.12 Million
0.37% of portfolio
|
Q1 2025
Added 15.95%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
1,431
shares
|
$1.12 Million
0.35% of portfolio
|
Q2 2023
Added 2.0%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,430
shares
|
$1.12 Million
0.44% of portfolio
|
Q1 2024
Reduced 22.41%
|