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 |
|---|---|---|---|---|---|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 08, 2024 Q3 2024 |
887
shares
|
$564,282
0.15% of portfolio
|
Q3 2024
Reduced 84.14%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 07, 2024 Q3 2024 |
884
shares
|
$562,374
0.28% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
877
shares
|
$557,921
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
874
shares
|
$556,012
0.07% of portfolio
|
Q1 2022
Added 3.31%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
872
shares
|
$554,740
0.06% of portfolio
|
Q3 2024
Added 12.23%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
872
shares
|
$554,740
0.18% of portfolio
|
Q3 2024
Added 70.31%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
872
shares
|
$554,740
0.4% of portfolio
|
Q3 2024
Added 15.5%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
871
shares
|
$554,104
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
871
shares
|
$554,104
0.31% of portfolio
|
Q3 2024
Reduced 13.33%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
870
shares
|
$553,467
0.02% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
870
shares
|
$553,467
0.38% of portfolio
|
Q3 2024
Added 656.52%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
869
shares
|
$552,831
0.14% of portfolio
|
Q1 2022
Reduced 5.44%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
865
shares
|
$550,287
0.17% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
859
shares
|
$546,470
0.03% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
855
shares
|
$543,925
0.15% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
854
shares
|
$543,289
0.02% of portfolio
|
Q3 2024
Reduced 16.68%
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
853
shares
|
$542,653
0.11% of portfolio
|
Q4 2023
Added 21.86%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
850
shares
|
$540,744
0.3% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
849
shares
|
$540,108
0.19% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 24, 2024 Q3 2024 |
849
shares
|
$540,108
0.07% of portfolio
|
Q3 2024
Added 7.88%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
843
shares
|
$536,291
0.02% of portfolio
|
Q3 2024
Reduced 48.72%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
842
shares
|
$535,655
0.04% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
841
shares
|
$535,018
0.37% of portfolio
|
Q1 2024
Reduced 2.77%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 30, 2024 Q3 2024 |
838
shares
|
$533,110
0.17% of portfolio
|
Q3 2024
Reduced 44.39%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
835
shares
|
$531,201
0.05% of portfolio
|
Q3 2024
Reduced 4.02%
|