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 |
|---|---|---|---|---|---|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
598
shares
|
$380,429
0.08% of portfolio
|
Q3 2024
Added 5.65%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
598
shares
|
$380,429
0.04% of portfolio
|
Q3 2024
Reduced 8.98%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
596
shares
|
$379,157
0.05% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
596
shares
|
$379,157
0.02% of portfolio
|
Q3 2024
Reduced 40.52%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
596
shares
|
$379,157
0.03% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
593
shares
|
$377,248
0.17% of portfolio
|
Q3 2024
Reduced 10.69%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
591
shares
|
$375,976
0.01% of portfolio
|
Q3 2024
Added 5.35%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
590
shares
|
$375,340
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
589
shares
|
$374,704
0.02% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
588
shares
|
$374,067
0.02% of portfolio
|
Q3 2024
Reduced 51.4%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
587
shares
|
$373,431
0.04% of portfolio
|
Q3 2024
Reduced 88.4%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
586
shares
|
$372,795
0.01% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
585
shares
|
$372,159
0.08% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Nov 05, 2024 Q3 2024 |
585
shares
|
$372,159
0.3% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
584
shares
|
$371,523
0.12% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Eagle Ridge Investment Management
|
Oct 23, 2024 Q3 2024 |
584
shares
|
$371,523
0.03% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
New England Research & Management, Inc.
|
Oct 07, 2024 Q3 2024 |
575
shares
|
$365,797
0.17% of portfolio
|
Q4 2022
Reduced 4.17%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
574
shares
|
$365,161
0.06% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Vigilare Wealth Management
|
Oct 29, 2024 Q3 2024 |
573
shares
|
$364,525
0.15% of portfolio
|
Q2 2024
Reduced 1.55%
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
569
shares
|
$361,980
0.03% of portfolio
|
Q3 2024
Added 12.45%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
569
shares
|
$361,980
0.08% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
567
shares
|
$360,708
0.06% of portfolio
|
Q3 2024
Reduced 62.23%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 08, 2024 Q3 2024 |
567
shares
|
$360,708
0.18% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
565
shares
|
$359,436
0.02% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
561
shares
|
$356,891
0.23% of portfolio
|
Q4 2022
Reduced 0.18%
|