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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
May 14, 2025 Q1 2025 |
976
shares
|
$748,377
0.27% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
976
shares
|
$748,377
0.06% of portfolio
|
Q1 2025
Added 15.91%
|
|
|
Aton Ra Partners
Geneva, V8 |
Feb 05, 2024 Q4 2023 |
970
shares
|
$743,776
1.21% of portfolio
|
Q4 2023
Reduced 24.51%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
969
shares
|
$743,009
0.11% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Financial Advisors Network, Inc.
|
May 13, 2025 Q1 2025 |
964
shares
|
$739,175
0.1% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
961
shares
|
$736,875
0.22% of portfolio
|
Q4 2024
Reduced 25.68%
|
|
|
Values First Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
960
shares
|
$736,108
0.35% of portfolio
|
Q4 2024
Added 397.41%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
954
shares
|
$731,508
0.13% of portfolio
|
Q2 2025
Added 8.9%
|
|
|
Horizon Family Wealth, Inc.
|
May 09, 2025 Q1 2025 |
954
shares
|
$731,508
0.41% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Entry Point Capital, LLC
New York, NY |
May 14, 2025 Q1 2025 |
954
shares
|
$731,508
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
949
shares
|
$727,674
0.08% of portfolio
|
Q2 2024
Reduced 13.25%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
948
shares
|
$726,907
0.04% of portfolio
|
Q1 2025
Added 15.33%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
947
shares
|
$726,140
0.04% of portfolio
|
Q4 2022
Reduced 15.6%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
946
shares
|
$725,373
0.05% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
945
shares
|
$724,607
0.06% of portfolio
|
Q1 2025
Added 8.25%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
944
shares
|
$723,840
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
943
shares
|
$723,073
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
942
shares
|
$722,306
0.04% of portfolio
|
Q1 2025
Added 99.15%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
941
shares
|
$721,539
0.2% of portfolio
|
Q4 2024
Reduced 35.81%
|
|
|
Mwa Asset Management
Lexington, MA |
May 09, 2025 Q1 2025 |
938
shares
|
$719,239
0.4% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
937
shares
|
$718,472
0.14% of portfolio
|
Q1 2025
Added 35.8%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jul 08, 2025 Q2 2025 |
932
shares
|
$714,638
0.57% of portfolio
|
Q2 2025
Reduced 16.41%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
931
shares
|
$713,872
0.4% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
929
shares
|
$712,338
0.12% of portfolio
|
Q2 2025
Reduced 21.34%
|