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 |
|---|---|---|---|---|---|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
835
shares
|
$531,201
0.05% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
835
shares
|
$531,201
0.04% of portfolio
|
Q2 2024
Added 0.6%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
834
shares
|
$530,565
0.03% of portfolio
|
Q3 2022
Reduced 0.12%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
823
shares
|
$523,567
0.34% of portfolio
|
Q2 2024
New holding
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
822
shares
|
$522,931
0.04% of portfolio
|
Q2 2024
Added 21.78%
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
818
shares
|
$520,387
0.15% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
815
shares
|
$518,478
0.04% of portfolio
|
Q3 2024
Added 18.8%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2024 Q3 2024 |
811
shares
|
$515,933
0.0% of portfolio
|
Q1 2024
Reduced 28.61%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
809
shares
|
$514,661
0.09% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
808
shares
|
$514,025
0.01% of portfolio
|
Q1 2024
Reduced 22.31%
|
|
|
Bourne Lent Asset Management Inc
|
Oct 15, 2024 Q3 2024 |
805
shares
|
$512,116
0.19% of portfolio
|
Q4 2022
Added 0.12%
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
802
shares
|
$510,208
0.28% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
802
shares
|
$510,208
0.01% of portfolio
|
Q3 2024
Reduced 68.84%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2024 Q3 2024 |
802
shares
|
$510,208
0.03% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
800
shares
|
$508,935
0.23% of portfolio
|
Q3 2022
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
798
shares
|
$507,663
0.05% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
797
shares
|
$507,027
0.41% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Veery Capital, LLC
|
Nov 06, 2024 Q3 2024 |
794
shares
|
$505,118
0.19% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 12, 2024 Q3 2024 |
791
shares
|
$503,210
0.33% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
788
shares
|
$501,301
0.05% of portfolio
|
Q3 2024
Added 10.99%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
782
shares
|
$497,484
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Woodstock Corp
|
Oct 11, 2024 Q3 2024 |
781
shares
|
$496,848
0.05% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
778
shares
|
$494,940
0.03% of portfolio
|
Q2 2024
Reduced 4.19%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
778
shares
|
$494,940
0.07% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 13, 2024 Q3 2024 |
777
shares
|
$494,304
0.05% of portfolio
|
Q1 2024
Added 6.88%
|