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 |
|---|---|---|---|---|---|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
424
shares
|
$269,736
0.12% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
423
shares
|
$269,099
0.02% of portfolio
|
Q2 2024
Reduced 2.76%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 13, 2024 Q3 2024 |
423
shares
|
$269,099
0.13% of portfolio
|
Q3 2024
Reduced 19.12%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
421
shares
|
$267,827
0.01% of portfolio
|
Q3 2024
Reduced 64.95%
|
|
|
Baker Boyer National Bank
|
Oct 18, 2024 Q3 2024 |
420
shares
|
$267,191
0.09% of portfolio
|
Q2 2024
Reduced 37.31%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Oct 31, 2024 Q3 2024 |
420
shares
|
$267,191
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 28, 2024 Q3 2024 |
419
shares
|
$266,555
0.16% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
418
shares
|
$265,919
0.03% of portfolio
|
Q3 2024
Reduced 10.49%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 12, 2024 Q3 2024 |
418
shares
|
$265,919
0.12% of portfolio
|
Q2 2024
Added 27.83%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
417
shares
|
$265,282
0.03% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Benin Management Corp
|
Oct 21, 2024 Q3 2024 |
417
shares
|
$265,282
0.07% of portfolio
|
Q2 2024
Added 2.46%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
417
shares
|
$265,282
0.02% of portfolio
|
Q3 2024
Added 17.46%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
416
shares
|
$264,646
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
416
shares
|
$264,646
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
415
shares
|
$264,010
0.08% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Claret Asset Management Corp
|
Nov 14, 2024 Q3 2024 |
414
shares
|
$263,374
0.04% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Jeppson Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
413
shares
|
$262,738
0.09% of portfolio
|
Q1 2024
Reduced 1.2%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
413
shares
|
$262,738
0.04% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Convergence Investment Partners, LLC
|
Oct 29, 2024 Q3 2024 |
412
shares
|
$262,102
0.07% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
412
shares
|
$262,102
0.03% of portfolio
|
Q2 2024
Reduced 1.44%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
411
shares
|
$261,465
0.02% of portfolio
|
Q3 2024
Reduced 90.58%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
410
shares
|
$260,829
0.07% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
410
shares
|
$260,829
0.08% of portfolio
|
Q4 2023
Added 2.5%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
409
shares
|
$260,193
0.04% of portfolio
|
Q3 2024
Added 9.36%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
408
shares
|
$259,557
0.05% of portfolio
|
Q2 2022
Added 115.87%
|