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 |
|---|---|---|---|---|---|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
May 05, 2025 Q1 2025 |
337
shares
|
$254,559
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
336
shares
|
$253,804
0.01% of portfolio
|
Q3 2024
Reduced 31.01%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
336
shares
|
$253,804
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
336
shares
|
$253,804
0.03% of portfolio
|
Q1 2025
Reduced 63.0%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
335
shares
|
$253,048
0.04% of portfolio
|
Q1 2025
Reduced 25.88%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
335
shares
|
$253,048
0.08% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
332
shares
|
$250,782
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
May 07, 2025 Q1 2025 |
332
shares
|
$250,782
0.02% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
331
shares
|
$250,027
0.02% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
May 07, 2025 Q1 2025 |
331
shares
|
$250,027
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
331
shares
|
$250,027
0.08% of portfolio
|
Q1 2025
Reduced 17.66%
|
|
|
Consolidated Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
329
shares
|
$248,516
0.1% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
329
shares
|
$248,516
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Apr 21, 2025 Q1 2025 |
329
shares
|
$248,516
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
329
shares
|
$248,516
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
327
shares
|
$247,005
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
326
shares
|
$246,250
0.1% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Osprey Private Wealth LLC
New York, NY |
Jul 07, 2025 Q2 2025 |
325
shares
|
$245,495
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
323
shares
|
$243,984
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
322
shares
|
$243,229
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
322
shares
|
$243,229
0.18% of portfolio
|
Q1 2025
Reduced 22.22%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jul 18, 2025 Q2 2025 |
320
shares
|
$241,718
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
319
shares
|
$240,963
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
317
shares
|
$239,452
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
316
shares
|
$238,696
0.13% of portfolio
|
Q2 2025
New holding
|