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 |
|---|---|---|---|---|---|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
593
shares
|
$454,700
0.04% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Camden National Bank
Camden, ME |
May 13, 2025 Q1 2025 |
593
shares
|
$454,700
0.06% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
592
shares
|
$453,933
0.15% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
587
shares
|
$450,099
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
New England Research & Management, Inc.
|
Jul 09, 2025 Q2 2025 |
586
shares
|
$449,333
0.22% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
584
shares
|
$447,799
0.03% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
583
shares
|
$447,032
0.01% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jul 16, 2025 Q2 2025 |
583
shares
|
$447,032
0.3% of portfolio
|
Q2 2025
Added 11.05%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
582
shares
|
$446,265
0.06% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
582
shares
|
$446,265
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
581
shares
|
$445,499
0.1% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
580
shares
|
$444,732
0.02% of portfolio
|
Q4 2024
Reduced 10.08%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
579
shares
|
$443,965
0.01% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Aviso Wealth Management
Bellevue, WA |
May 08, 2025 Q1 2025 |
579
shares
|
$443,965
0.19% of portfolio
|
Q1 2025
Added 59.94%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
577
shares
|
$442,432
0.07% of portfolio
|
Q1 2025
Added 24.35%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
576
shares
|
$441,665
0.01% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
575
shares
|
$440,898
0.1% of portfolio
|
Q2 2025
Added 15.46%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
May 05, 2025 Q1 2025 |
572
shares
|
$438,598
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
570
shares
|
$437,064
0.04% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
570
shares
|
$437,064
0.04% of portfolio
|
Q1 2025
Added 23.91%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
570
shares
|
$437,064
0.11% of portfolio
|
Q2 2025
Added 25.83%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
569
shares
|
$436,297
0.07% of portfolio
|
Q1 2025
Added 12.45%
|
|
|
Bourne Lent Asset Management Inc
|
Jul 08, 2025 Q2 2025 |
566
shares
|
$433,997
0.17% of portfolio
|
Q4 2024
Reduced 29.69%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
566
shares
|
$433,997
0.08% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
565
shares
|
$433,230
0.05% of portfolio
|
Q1 2025
Added 11.0%
|