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 |
|---|---|---|---|---|---|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
1,217
shares
|
$933,171
0.04% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
1,215
shares
|
$931,637
0.17% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Amica Retiree Medical Trust
|
May 13, 2025 Q1 2025 |
1,213
shares
|
$930,104
1.14% of portfolio
|
Q1 2025
Reduced 19.24%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Apr 14, 2025 Q1 2025 |
1,211
shares
|
$928,570
0.76% of portfolio
|
Q1 2025
Added 111.34%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
1,210
shares
|
$927,803
0.07% of portfolio
|
Q1 2024
Reduced 2.42%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
1,208
shares
|
$926,270
0.09% of portfolio
|
Q1 2025
Reduced 83.01%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
1,205
shares
|
$923,969
0.11% of portfolio
|
Q1 2025
Reduced 7.87%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,204
shares
|
$923,203
0.07% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
1,204
shares
|
$923,203
0.05% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
1,200
shares
|
$920,136
0.04% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
1,199
shares
|
$919,369
0.03% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Keeler T Homas Management LLC
|
May 09, 2025 Q1 2025 |
1,197
shares
|
$917,835
0.39% of portfolio
|
Q1 2025
Reduced 48.52%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
1,194
shares
|
$915,535
0.61% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
1,192
shares
|
$914,001
0.46% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Congress Park Capital LLC
|
Jul 11, 2025 Q2 2025 |
1,190
shares
|
$912,468
0.33% of portfolio
|
Q2 2025
Reduced 7.03%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
1,189
shares
|
$911,701
0.04% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
1,186
shares
|
$909,401
0.02% of portfolio
|
Q1 2025
Added 19.32%
|
|
|
Ss&H Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
1,183
shares
|
$907,100
0.27% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
1,181
shares
|
$905,567
0.08% of portfolio
|
Q4 2023
Added 1.37%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
1,181
shares
|
$905,567
0.04% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
1,179
shares
|
$904,033
0.07% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
1,179
shares
|
$904,033
0.04% of portfolio
|
Q1 2025
Reduced 47.39%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
1,178
shares
|
$903,266
0.03% of portfolio
|
Q1 2025
Added 16.4%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
1,176
shares
|
$901,733
0.29% of portfolio
|
Q1 2025
Added 113.04%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
1,172
shares
|
$898,666
0.02% of portfolio
|
Q1 2025
Added 98.64%
|