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 |
|---|---|---|---|---|---|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
748
shares
|
$573,551
0.07% of portfolio
|
Q1 2025
Added 21.23%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
743
shares
|
$569,717
0.13% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
743
shares
|
$569,717
0.01% of portfolio
|
Q1 2025
Added 27.88%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Jul 21, 2025 Q2 2025 |
741
shares
|
$568,183
0.41% of portfolio
|
Q2 2025
Added 9.29%
|
|
|
Magnetar Financial LLC
Evanston, IL |
May 15, 2025 Q1 2025 |
740
shares
|
$567,417
0.02% of portfolio
|
Q1 2025
Reduced 89.93%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
737
shares
|
$565,116
0.2% of portfolio
|
Q2 2025
Added 7.28%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
736
shares
|
$564,350
0.04% of portfolio
|
Q1 2025
Reduced 51.83%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
736
shares
|
$564,350
0.02% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
735
shares
|
$563,583
0.17% of portfolio
|
Q2 2025
Added 4.7%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
733
shares
|
$562,049
0.01% of portfolio
|
Q4 2024
Reduced 47.27%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Apr 22, 2025 Q1 2025 |
733
shares
|
$562,049
0.46% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
732
shares
|
$561,282
0.06% of portfolio
|
Q1 2025
Added 55.08%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
732
shares
|
$561,282
0.01% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Fishman Jay A LTD
Troy, MI |
Jul 22, 2025 Q2 2025 |
732
shares
|
$561,282
0.06% of portfolio
|
Q2 2024
Reduced 63.83%
|
|
|
Sfm, LLC
Manchester, NH |
Jul 16, 2025 Q2 2025 |
731
shares
|
$560,516
0.37% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
729
shares
|
$558,982
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
729
shares
|
$558,982
0.25% of portfolio
|
Q4 2023
Added 24.83%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
729
shares
|
$558,982
0.53% of portfolio
|
Q3 2022
Reduced 2.02%
|
|
|
Bourgeon Capital Management LLC
|
Jul 18, 2025 Q2 2025 |
726
shares
|
$556,682
0.12% of portfolio
|
Q2 2025
Reduced 42.74%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
725
shares
|
$555,915
0.08% of portfolio
|
Q3 2021
Reduced 47.08%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
724
shares
|
$555,148
0.11% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
May 12, 2025 Q1 2025 |
724
shares
|
$555,148
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
719
shares
|
$551,314
0.04% of portfolio
|
Q1 2025
Reduced 28.67%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
May 07, 2025 Q1 2025 |
718
shares
|
$550,548
0.39% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
713
shares
|
$546,714
0.18% of portfolio
|
Q1 2025
New holding
|