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 |
|---|---|---|---|---|---|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Oct 29, 2024 Q3 2024 |
654
shares
|
$416,055
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
648
shares
|
$412,238
0.06% of portfolio
|
Q2 2024
Added 0.83%
|
|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
648
shares
|
$412,238
0.02% of portfolio
|
Q3 2024
Added 107.03%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
645
shares
|
$410,329
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
644
shares
|
$409,693
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Thomasville National Bank
|
Oct 11, 2024 Q3 2024 |
643
shares
|
$409,057
0.03% of portfolio
|
Q1 2024
Reduced 1.83%
|
|
|
J. W. Coons Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
642
shares
|
$408,421
0.07% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Hummer Financial Advisory Services Inc
|
Oct 15, 2024 Q3 2024 |
640
shares
|
$407,148
0.32% of portfolio
|
Q1 2022
Added 8.47%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
639
shares
|
$406,512
0.02% of portfolio
|
Q3 2024
Added 14.31%
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2024 Q3 2024 |
638
shares
|
$405,876
0.19% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
637
shares
|
$405,240
0.06% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
637
shares
|
$405,240
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
632
shares
|
$402,059
0.05% of portfolio
|
Q2 2024
Reduced 5.11%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 15, 2024 Q3 2024 |
630
shares
|
$400,787
0.03% of portfolio
|
Q4 2023
Added 1.61%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
629
shares
|
$400,150
0.12% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Camden National Bank
Camden, ME |
Nov 12, 2024 Q3 2024 |
629
shares
|
$400,150
0.06% of portfolio
|
Q1 2024
Added 0.8%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Oct 24, 2024 Q3 2024 |
628
shares
|
$399,514
0.24% of portfolio
|
Q3 2024
Reduced 41.03%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
624
shares
|
$396,970
0.1% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 11, 2024 Q3 2024 |
624
shares
|
$396,970
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
623
shares
|
$396,333
0.28% of portfolio
|
Q3 2022
Added 152.23%
|
|
|
Wp Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
622
shares
|
$395,697
0.14% of portfolio
|
Q3 2024
Reduced 13.85%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
622
shares
|
$395,697
0.03% of portfolio
|
Q3 2024
Reduced 9.46%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
620
shares
|
$394,425
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
619
shares
|
$393,789
0.04% of portfolio
|
Q1 2023
Reduced 14.15%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
619
shares
|
$393,789
0.04% of portfolio
|
Q3 2024
New holding
|