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 |
|---|---|---|---|---|---|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 10, 2024 Q3 2024 |
450
shares
|
$286,276
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
450
shares
|
$286,276
0.02% of portfolio
|
Q3 2024
Reduced 97.74%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
450
shares
|
$286,276
0.03% of portfolio
|
Q2 2024
Reduced 73.61%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Oct 08, 2024 Q3 2024 |
447
shares
|
$284,367
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Guyasuta Investment Advisors Inc
|
Nov 13, 2024 Q3 2024 |
446
shares
|
$283,731
0.02% of portfolio
|
Q3 2023
Reduced 0.67%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 08, 2024 Q3 2024 |
443
shares
|
$281,823
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Oct 31, 2024 Q3 2024 |
442
shares
|
$281,187
0.01% of portfolio
|
Q3 2024
Added 20.77%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
440
shares
|
$279,914
0.01% of portfolio
|
Q3 2024
Added 19.57%
|
|
|
Cv Advisors LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
439
shares
|
$279,278
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
436
shares
|
$277,370
0.14% of portfolio
|
Q3 2024
Added 9.27%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
436
shares
|
$277,370
0.06% of portfolio
|
Q1 2024
Added 15.96%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
435
shares
|
$276,733
0.01% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Live Oak Private Wealth LLC
|
Oct 22, 2024 Q3 2024 |
435
shares
|
$276,733
0.05% of portfolio
|
Q2 2024
Reduced 4.19%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
434
shares
|
$276,097
0.15% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Concentrum Wealth Management
|
Nov 13, 2024 Q3 2024 |
433
shares
|
$275,461
0.1% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
431
shares
|
$274,189
0.04% of portfolio
|
Q3 2024
Reduced 8.49%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Oct 24, 2024 Q3 2024 |
429
shares
|
$272,916
0.08% of portfolio
|
Q3 2024
Added 40.66%
|
|
|
West Coast Financial LLC
|
Oct 09, 2024 Q3 2024 |
428
shares
|
$272,280
0.03% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
428
shares
|
$272,280
0.03% of portfolio
|
Q3 2024
Added 13.83%
|
|
|
Malaga Cove Capital, LLC
|
Oct 31, 2024 Q3 2024 |
427
shares
|
$271,644
0.11% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
426
shares
|
$271,008
0.11% of portfolio
|
Q2 2024
Added 6.23%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
426
shares
|
$271,008
0.05% of portfolio
|
Q3 2024
Added 18.01%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
426
shares
|
$271,008
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Jackson Square Capital, LLC
|
Oct 31, 2024 Q3 2024 |
425
shares
|
$270,372
0.07% of portfolio
|
Q2 2024
Reduced 2.3%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
425
shares
|
$270,372
0.01% of portfolio
|
Q3 2024
Reduced 57.03%
|