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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
639
shares
|
$487,997
0.02% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
637
shares
|
$486,470
0.06% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Perfromance Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
636
shares
|
$485,706
0.01% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Southern Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
629
shares
|
$480,361
0.26% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Pacific Wealth Management
|
May 05, 2025 Q1 2025 |
629
shares
|
$480,361
0.21% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jul 17, 2025 Q2 2025 |
627
shares
|
$478,833
0.18% of portfolio
|
Q2 2025
Reduced 27.01%
|
|
|
Wp Advisors, LLC
|
May 12, 2025 Q1 2025 |
624
shares
|
$476,542
0.13% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
624
shares
|
$476,542
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
623
shares
|
$475,778
0.28% of portfolio
|
Q3 2022
Added 152.23%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
619
shares
|
$472,724
0.04% of portfolio
|
Q1 2023
Reduced 14.15%
|
|
|
Cercano Management LLC
Bellevue, WA |
May 13, 2025 Q1 2025 |
619
shares
|
$472,724
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
618
shares
|
$471,960
0.02% of portfolio
|
Q2 2024
Reduced 97.34%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
617
shares
|
$471,196
0.05% of portfolio
|
Q3 2024
Added 8.06%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
617
shares
|
$471,196
0.06% of portfolio
|
Q2 2025
Reduced 14.31%
|
|
|
Vigilare Wealth Management
|
Jul 18, 2025 Q2 2025 |
616
shares
|
$470,433
0.19% of portfolio
|
Q2 2025
Added 13.24%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
615
shares
|
$469,669
0.06% of portfolio
|
Q1 2025
Added 7.52%
|
|
|
Diversified Investment Strategies, LLC
|
May 13, 2025 Q1 2025 |
614
shares
|
$468,905
0.26% of portfolio
|
Q2 2024
Reduced 4.95%
|
|
|
Riverwater Partners LLC
|
Apr 21, 2025 Q1 2025 |
614
shares
|
$468,905
0.22% of portfolio
|
Q1 2025
Reduced 11.53%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
613
shares
|
$468,141
0.05% of portfolio
|
Q1 2025
Added 17.43%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
613
shares
|
$468,141
0.0% of portfolio
|
Q2 2022
Added 8.16%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
May 01, 2025 Q1 2025 |
613
shares
|
$468,141
0.02% of portfolio
|
Q1 2025
Reduced 23.76%
|