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 |
|---|---|---|---|---|---|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
391
shares
|
$250,916
0.02% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
391
shares
|
$250,916
0.03% of portfolio
|
Q3 2024
Reduced 9.91%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
391
shares
|
$250,916
0.2% of portfolio
|
Q3 2024
Reduced 16.09%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Nov 13, 2024 Q3 2024 |
390
shares
|
$250,274
0.09% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
389
shares
|
$249,632
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
389
shares
|
$249,632
0.07% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Crown Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
387
shares
|
$248,349
0.11% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
385
shares
|
$247,066
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
385
shares
|
$247,066
0.15% of portfolio
|
Q3 2024
Added 7.24%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
385
shares
|
$247,066
0.06% of portfolio
|
Q3 2024
Added 8.15%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
385
shares
|
$247,066
0.02% of portfolio
|
Q2 2024
Reduced 6.1%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
384
shares
|
$246,424
0.06% of portfolio
|
Q3 2024
Added 12.61%
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
379
shares
|
$243,215
0.19% of portfolio
|
Q2 2022
Added 7.67%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
379
shares
|
$243,215
0.1% of portfolio
|
Q3 2024
Added 7.67%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
379
shares
|
$243,215
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
378
shares
|
$242,573
0.01% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Seldon Capital LP
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
378
shares
|
$242,573
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
375
shares
|
$240,648
0.06% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 24, 2024 Q3 2024 |
375
shares
|
$240,648
0.06% of portfolio
|
Q1 2024
Reduced 11.76%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
374
shares
|
$240,007
0.03% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Cottonwood Capital Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
371
shares
|
$238,081
0.18% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
371
shares
|
$238,081
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
371
shares
|
$238,081
0.02% of portfolio
|
Q3 2024
Added 8.8%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
369
shares
|
$236,798
0.05% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
368
shares
|
$236,156
0.04% of portfolio
|
Q3 2024
Added 7.29%
|