Institutional Ownership Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU). We have compiled data on the 2,330 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 |
|---|---|---|---|---|---|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
678
shares
|
$517,781
0.05% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
676
shares
|
$516,254
0.01% of portfolio
|
Q1 2025
Reduced 20.47%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
674
shares
|
$514,727
0.06% of portfolio
|
Q1 2025
Reduced 36.77%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
673
shares
|
$513,963
0.03% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
673
shares
|
$513,963
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
672
shares
|
$513,199
0.18% of portfolio
|
Q4 2023
Reduced 6.93%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
671
shares
|
$512,435
0.39% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Stoneridge Investment Partners LLC
|
May 14, 2025 Q1 2025 |
669
shares
|
$510,908
0.35% of portfolio
|
Q1 2025
Reduced 48.3%
|
|
|
Woodstock Corp
|
Jul 09, 2025 Q2 2025 |
667
shares
|
$509,381
0.05% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
667
shares
|
$509,381
0.02% of portfolio
|
Q1 2025
Added 15.0%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
665
shares
|
$507,853
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
657
shares
|
$501,744
0.02% of portfolio
|
Q1 2025
Added 111.94%
|
|
|
Triad Investment Management
|
Apr 12, 2024 Q1 2024 |
656
shares
|
$500,980
0.55% of portfolio
|
Q1 2023
New holding
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
654
shares
|
$499,453
0.03% of portfolio
|
Q2 2025
Reduced 24.13%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Apr 16, 2025 Q1 2025 |
654
shares
|
$499,453
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
650
shares
|
$496,398
0.23% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
650
shares
|
$496,398
0.12% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
649
shares
|
$495,634
0.04% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
648
shares
|
$494,871
0.01% of portfolio
|
Q1 2025
Reduced 38.17%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
646
shares
|
$493,343
0.04% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
645
shares
|
$492,580
0.05% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Apr 15, 2025 Q1 2025 |
641
shares
|
$489,525
0.26% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Hummer Financial Advisory Services Inc
|
Jul 09, 2025 Q2 2025 |
640
shares
|
$488,761
0.39% of portfolio
|
Q1 2022
Added 8.47%
|
|
|
St. Louis Trust CO
|
May 05, 2025 Q1 2025 |
640
shares
|
$488,761
0.06% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
640
shares
|
$488,761
0.05% of portfolio
|
Q1 2025
Added 0.63%
|