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 |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
416
shares
|
$314,233
0.04% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
416
shares
|
$314,233
0.14% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
415
shares
|
$313,478
0.09% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
414
shares
|
$312,723
0.03% of portfolio
|
Q2 2025
Added 5.61%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
414
shares
|
$312,723
0.07% of portfolio
|
Q1 2025
Added 5.34%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
414
shares
|
$312,723
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
414
shares
|
$312,723
0.01% of portfolio
|
Q1 2025
Reduced 16.7%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
413
shares
|
$311,967
0.11% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
412
shares
|
$311,212
0.02% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
412
shares
|
$311,212
0.1% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
411
shares
|
$310,457
0.02% of portfolio
|
Q1 2025
Reduced 61.34%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
408
shares
|
$308,190
0.05% of portfolio
|
Q2 2022
Added 115.87%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
408
shares
|
$308,190
0.01% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
408
shares
|
$308,190
0.04% of portfolio
|
Q1 2025
Reduced 87.14%
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
406
shares
|
$306,680
0.11% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
406
shares
|
$306,680
0.01% of portfolio
|
Q1 2025
Reduced 60.04%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
406
shares
|
$306,680
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
May 14, 2025 Q1 2025 |
404
shares
|
$305,169
0.1% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
403
shares
|
$304,414
0.2% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
403
shares
|
$304,414
0.01% of portfolio
|
Q1 2025
Reduced 34.89%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
402
shares
|
$303,658
0.02% of portfolio
|
Q3 2024
Added 9.24%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
402
shares
|
$303,658
0.01% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
May 07, 2025 Q1 2025 |
402
shares
|
$303,658
0.1% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
401
shares
|
$302,903
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
401
shares
|
$302,903
0.35% of portfolio
|
Q3 2023
Reduced 19.8%
|