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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
1,006
shares
|
$639,987
0.02% of portfolio
|
Q3 2024
Added 120.13%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,001
shares
|
$636,806
0.01% of portfolio
|
Q2 2024
Reduced 7.23%
|
|
|
Rational Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
1,000
shares
|
$636,170
0.07% of portfolio
|
Q3 2024
Added 169.54%
|
|
|
Accuvest Global Advisors
Provo, UT |
Nov 12, 2024 Q3 2024 |
1,000
shares
|
$636,170
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$636,170
0.01% of portfolio
|
Q2 2024
Reduced 53.07%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$636,170
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
999
shares
|
$635,533
0.01% of portfolio
|
Q3 2024
Reduced 19.89%
|
|
|
Perkins Coie Trust CO
|
Oct 08, 2024 Q3 2024 |
992
shares
|
$631,080
0.14% of portfolio
|
Q1 2024
Reduced 0.8%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
991
shares
|
$630,444
0.02% of portfolio
|
Q1 2024
Added 1.95%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
985
shares
|
$626,627
0.08% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
980
shares
|
$623,446
0.1% of portfolio
|
Q3 2024
Reduced 84.68%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
974
shares
|
$619,629
0.05% of portfolio
|
Q3 2024
Added 8.46%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 04, 2024 Q3 2024 |
974
shares
|
$619,629
0.47% of portfolio
|
Q2 2024
Reduced 4.88%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
973
shares
|
$618,993
0.06% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
971
shares
|
$617,721
0.09% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Aton Ra Partners
Geneva, V8 |
Feb 05, 2024 Q4 2023 |
970
shares
|
$617,084
1.21% of portfolio
|
Q4 2023
Reduced 24.51%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
969
shares
|
$616,448
0.11% of portfolio
|
Q3 2021
Reduced 9.94%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 12, 2024 Q3 2024 |
968
shares
|
$615,812
0.26% of portfolio
|
Q3 2024
Reduced 8.68%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 08, 2024 Q3 2024 |
965
shares
|
$613,904
0.4% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
961
shares
|
$611,359
0.26% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Catalyst Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
958
shares
|
$609,450
0.36% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
958
shares
|
$609,450
0.06% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Traynor Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
957
shares
|
$608,814
0.04% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 14, 2024 Q3 2024 |
956
shares
|
$608,178
0.45% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
954
shares
|
$606,906
0.26% of portfolio
|
Q3 2024
Added 58.74%
|