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 |
|---|---|---|---|---|---|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
612
shares
|
$469,269
0.16% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
611
shares
|
$468,502
0.12% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
James Hambro & Partners
|
Jul 17, 2025 Q2 2025 |
610
shares
|
$467,735
0.02% of portfolio
|
Q2 2025
Reduced 51.97%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Apr 30, 2025 Q1 2025 |
610
shares
|
$467,735
0.11% of portfolio
|
Q1 2025
Reduced 45.83%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
609
shares
|
$466,969
0.01% of portfolio
|
Q2 2025
Added 46.75%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
609
shares
|
$466,969
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
608
shares
|
$466,202
0.15% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
608
shares
|
$466,202
0.03% of portfolio
|
Q1 2025
Reduced 28.47%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
607
shares
|
$465,435
0.01% of portfolio
|
Q2 2024
Reduced 0.33%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
606
shares
|
$464,668
0.03% of portfolio
|
Q1 2025
Added 36.79%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
606
shares
|
$464,668
0.07% of portfolio
|
Q3 2023
Added 20.96%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
604
shares
|
$463,135
0.06% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
604
shares
|
$463,135
0.06% of portfolio
|
Q2 2025
Added 13.75%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
604
shares
|
$463,135
0.02% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Jul 18, 2025 Q2 2025 |
602
shares
|
$461,601
0.09% of portfolio
|
Q2 2024
Added 0.33%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
601
shares
|
$460,834
0.09% of portfolio
|
Q2 2022
Reduced 92.82%
|
|
|
Westwood Management Corp
|
Jan 29, 2024 Q4 2023 |
600
shares
|
$460,068
0.14% of portfolio
|
Q4 2020
New holding
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
May 12, 2025 Q1 2025 |
600
shares
|
$460,068
0.15% of portfolio
|
Q4 2020
New holding
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
May 15, 2025 Q1 2025 |
600
shares
|
$460,068
0.15% of portfolio
|
Q4 2020
New holding
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Apr 30, 2025 Q1 2025 |
600
shares
|
$460,068
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
599
shares
|
$459,301
0.04% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
598
shares
|
$458,534
0.11% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
598
shares
|
$458,534
0.04% of portfolio
|
Q3 2024
Reduced 8.98%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jul 14, 2025 Q2 2025 |
595
shares
|
$456,234
0.09% of portfolio
|
Q2 2025
Reduced 15.6%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
594
shares
|
$455,467
0.08% of portfolio
|
Q1 2025
Added 65.46%
|