Institutional Ownership Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU). We have compiled data on the 2,327 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 $175 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
439
shares
|
$331,607
0.15% of portfolio
|
Q1 2025
Reduced 18.85%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
438
shares
|
$330,852
0.12% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Jul 18, 2025 Q2 2025 |
438
shares
|
$330,852
0.21% of portfolio
|
Q2 2025
Reduced 8.94%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
437
shares
|
$330,096
0.04% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
436
shares
|
$329,341
0.01% of portfolio
|
Q1 2025
Added 109.62%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
435
shares
|
$328,585
0.16% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
432
shares
|
$326,319
0.21% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
431
shares
|
$325,564
0.04% of portfolio
|
Q3 2024
Reduced 8.49%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
431
shares
|
$325,564
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Baker Boyer National Bank
|
Apr 28, 2025 Q1 2025 |
430
shares
|
$324,809
0.1% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
429
shares
|
$324,053
0.03% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Jackson Square Capital, LLC
|
Jul 09, 2025 Q2 2025 |
426
shares
|
$321,787
0.08% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
426
shares
|
$321,787
0.02% of portfolio
|
Q1 2025
Added 9.23%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
424
shares
|
$320,276
0.03% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
J. W. Coons Advisors, LLC
|
May 06, 2025 Q1 2025 |
424
shares
|
$320,276
0.07% of portfolio
|
Q1 2025
Reduced 22.2%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
423
shares
|
$319,521
0.03% of portfolio
|
Q1 2025
Reduced 10.95%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
423
shares
|
$319,521
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
422
shares
|
$318,766
0.01% of portfolio
|
Q1 2025
Reduced 17.42%
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
422
shares
|
$318,766
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
421
shares
|
$318,010
0.04% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
419
shares
|
$316,500
0.1% of portfolio
|
Q1 2025
Added 15.43%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
418
shares
|
$315,744
0.09% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
417
shares
|
$314,989
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Seek First Inc.
Campbell, CA |
Jul 10, 2025 Q2 2025 |
417
shares
|
$314,989
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
416
shares
|
$314,233
0.1% of portfolio
|
Q2 2023
New holding
|