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 |
|---|---|---|---|---|---|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
713
shares
|
$546,714
0.11% of portfolio
|
Q1 2025
Added 20.64%
|
|
|
Bahl & Gaynor Inc
|
May 14, 2025 Q1 2025 |
711
shares
|
$545,180
0.0% of portfolio
|
Q1 2025
Reduced 12.33%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
711
shares
|
$545,180
0.07% of portfolio
|
Q1 2025
Added 13.22%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
708
shares
|
$542,880
0.02% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
708
shares
|
$542,880
0.08% of portfolio
|
Q1 2025
Reduced 10.04%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
708
shares
|
$542,880
0.18% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Sage Private Wealth Group, LLC
|
May 02, 2025 Q1 2025 |
707
shares
|
$542,113
0.33% of portfolio
|
Q1 2025
Added 7.61%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
707
shares
|
$542,113
0.07% of portfolio
|
Q2 2024
Added 1.29%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
707
shares
|
$542,113
0.02% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
705
shares
|
$540,579
0.03% of portfolio
|
Q1 2025
Reduced 20.34%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
705
shares
|
$540,579
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
705
shares
|
$540,579
0.01% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
703
shares
|
$539,046
0.06% of portfolio
|
Q1 2025
Added 11.59%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
702
shares
|
$538,279
0.1% of portfolio
|
Q2 2024
Reduced 10.91%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
701
shares
|
$537,512
0.04% of portfolio
|
Q1 2025
Reduced 25.9%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
701
shares
|
$537,512
0.02% of portfolio
|
Q1 2025
Added 9.7%
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
700
shares
|
$536,746
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
700
shares
|
$536,746
0.28% of portfolio
|
Q4 2023
Added 1300.0%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
700
shares
|
$536,746
0.1% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
699
shares
|
$535,979
0.32% of portfolio
|
Q1 2025
Reduced 25.72%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
697
shares
|
$534,445
0.34% of portfolio
|
Q1 2025
Reduced 20.43%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
696
shares
|
$533,678
0.08% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
694
shares
|
$532,145
0.29% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
692
shares
|
$530,611
0.21% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
690
shares
|
$529,078
0.24% of portfolio
|
Q1 2025
Reduced 37.56%
|