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 |
|---|---|---|---|---|---|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
1,306
shares
|
$830,838
0.11% of portfolio
|
Q3 2024
Added 36.61%
|
|
|
Stoneridge Investment Partners LLC
|
Oct 30, 2024 Q3 2024 |
1,294
shares
|
$823,203
0.3% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
1,293
shares
|
$822,567
0.34% of portfolio
|
Q3 2024
Added 5777.27%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
1,289
shares
|
$820,023
0.06% of portfolio
|
Q3 2024
Added 55.3%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
1,279
shares
|
$813,661
0.07% of portfolio
|
Q3 2024
Reduced 25.29%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
1,277
shares
|
$812,389
0.07% of portfolio
|
Q3 2024
Added 6.24%
|
|
|
Keebeck Alpha, LP
Stamford, CT |
Oct 31, 2024 Q3 2024 |
1,277
shares
|
$812,389
0.53% of portfolio
|
Q3 2024
Added 87.79%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
1,276
shares
|
$811,752
0.06% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Ss&H Financial Advisors, Inc.
|
Oct 09, 2024 Q3 2024 |
1,275
shares
|
$811,116
0.29% of portfolio
|
Q4 2023
Reduced 0.16%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
1,270
shares
|
$807,935
0.09% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
1,267
shares
|
$806,027
0.19% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Act Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
1,265
shares
|
$804,755
0.35% of portfolio
|
Q1 2024
Reduced 3.8%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
1,264
shares
|
$804,118
0.05% of portfolio
|
Q3 2024
Reduced 18.87%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
1,259
shares
|
$800,938
0.06% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 17, 2024 Q3 2024 |
1,259
shares
|
$800,938
0.17% of portfolio
|
Q1 2024
Reduced 1.02%
|
|
|
Curated Wealth Partners LLC
|
Oct 04, 2024 Q3 2024 |
1,251
shares
|
$795,848
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
1,245
shares
|
$792,031
0.11% of portfolio
|
Q3 2024
Reduced 9.12%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
1,240
shares
|
$788,850
0.13% of portfolio
|
Q3 2024
Added 46.4%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
1,237
shares
|
$786,942
0.23% of portfolio
|
Q3 2024
Added 8.13%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
1,237
shares
|
$786,942
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Oct 16, 2024 Q3 2024 |
1,232
shares
|
$783,761
0.17% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
1,230
shares
|
$782,489
0.06% of portfolio
|
Q3 2024
Reduced 74.39%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2024 Q3 2024 |
1,227
shares
|
$780,580
0.16% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
1,227
shares
|
$780,580
0.21% of portfolio
|
Q3 2024
Added 55.12%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
1,226
shares
|
$779,944
0.05% of portfolio
|
Q3 2024
Reduced 1.45%
|