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 |
|---|---|---|---|---|---|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
316
shares
|
$238,696
0.01% of portfolio
|
Q2 2025
Reduced 91.13%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
316
shares
|
$238,696
0.07% of portfolio
|
Q2 2025
Reduced 30.24%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
316
shares
|
$238,696
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
315
shares
|
$237,941
0.03% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
313
shares
|
$236,430
0.19% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
308
shares
|
$232,653
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
307
shares
|
$231,898
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
306
shares
|
$231,143
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
306
shares
|
$231,143
0.04% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
305
shares
|
$230,387
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
304
shares
|
$229,632
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jul 16, 2025 Q2 2025 |
304
shares
|
$229,632
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
300
shares
|
$226,611
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Berbice Capital Management LLC
Melville, NY |
May 01, 2025 Q1 2025 |
300
shares
|
$226,611
0.16% of portfolio
|
Q1 2025
Reduced 52.98%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
297
shares
|
$224,344
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Capula Management LTD
Grand Cayman, E9 |
May 14, 2025 Q1 2025 |
296
shares
|
$223,589
0.0% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
295
shares
|
$222,834
0.02% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
292
shares
|
$220,568
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
287
shares
|
$216,791
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
286
shares
|
$216,035
0.02% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Jul 10, 2025 Q2 2025 |
285
shares
|
$215,280
0.56% of portfolio
|
Q2 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
283
shares
|
$213,769
0.02% of portfolio
|
Q4 2024
Added 146.09%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
278
shares
|
$209,992
0.08% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Deltec Asset Management LLC
|
Jul 18, 2025 Q2 2025 |
276
shares
|
$208,482
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
276
shares
|
$208,482
0.03% of portfolio
|
Q2 2025
New holding
|