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 |
|---|---|---|---|---|---|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
1,061
shares
|
$813,553
0.19% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
1,056
shares
|
$809,719
0.07% of portfolio
|
Q1 2025
Reduced 14.01%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,050
shares
|
$805,119
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
1,050
shares
|
$805,119
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
1,046
shares
|
$802,051
0.09% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
1,038
shares
|
$795,917
0.17% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
1,038
shares
|
$795,917
0.03% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
1,035
shares
|
$793,617
0.03% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,028
shares
|
$788,249
0.09% of portfolio
|
Q2 2025
Added 48.55%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
1,023
shares
|
$784,415
0.05% of portfolio
|
Q1 2025
Reduced 18.09%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
1,020
shares
|
$782,115
0.13% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
1,017
shares
|
$779,815
0.03% of portfolio
|
Q1 2025
Reduced 29.42%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
1,008
shares
|
$772,914
0.03% of portfolio
|
Q2 2025
Added 12.12%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
1,002
shares
|
$768,313
0.39% of portfolio
|
Q1 2025
Reduced 11.25%
|
|
|
Freemont Management S.A.
|
May 06, 2025 Q1 2025 |
1,000
shares
|
$766,780
0.26% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
1,000
shares
|
$766,780
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
994
shares
|
$762,179
0.1% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
994
shares
|
$762,179
0.04% of portfolio
|
Q1 2025
Reduced 64.15%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
992
shares
|
$760,645
0.14% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
991
shares
|
$759,878
0.02% of portfolio
|
Q1 2024
Added 1.95%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
987
shares
|
$756,811
0.03% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
983
shares
|
$753,744
0.03% of portfolio
|
Q2 2025
Reduced 12.62%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
983
shares
|
$753,744
0.01% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
981
shares
|
$752,211
0.05% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
979
shares
|
$750,677
0.01% of portfolio
|
Q1 2025
Reduced 2.2%
|