Institutional Ownership Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU). We have compiled data on the 2,153 institutions that hold shares in the stock, with a total of 224 Million shares, which have been reported (via 13F filing form) to have a value of $140 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
30
shares
|
$18,702
0.01% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
30
shares
|
$18,702
0.01% of portfolio
|
Q3 2024
Added 114.29%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
29
shares
|
$18,079
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
29
shares
|
$18,079
0.01% of portfolio
|
Q3 2022
Added 31.82%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
29
shares
|
$18,079
0.0% of portfolio
|
Q3 2024
Added 45.0%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
28
shares
|
$17,456
0.0% of portfolio
|
Q3 2024
Added 47.37%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
28
shares
|
$17,456
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
28
shares
|
$17,456
0.0% of portfolio
|
Q3 2024
Added 12.0%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
27
shares
|
$16,832
0.0% of portfolio
|
Q1 2024
Added 8.0%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
25
shares
|
$15,585
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
25
shares
|
$15,585
0.01% of portfolio
|
Q3 2024
Reduced 58.33%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
25
shares
|
$15,585
0.01% of portfolio
|
Q3 2024
Reduced 32.43%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
24
shares
|
$14,962
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
24
shares
|
$14,962
0.0% of portfolio
|
Q3 2023
Reduced 42.86%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 08, 2024 Q3 2024 |
24
shares
|
$14,962
0.0% of portfolio
|
Q3 2024
Reduced 98.86%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
21
shares
|
$13,092
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
20
shares
|
$12,468
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
19
shares
|
$11,845
0.0% of portfolio
|
Q2 2024
Reduced 5.0%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
19
shares
|
$11,845
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
18
shares
|
$11,221
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
18
shares
|
$11,221
0.0% of portfolio
|
Q3 2024
Reduced 89.29%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
17
shares
|
$10,598
0.0% of portfolio
|
Q2 2024
Reduced 79.76%
|
|
|
Core Alternative Capital
|
Nov 14, 2024 Q3 2024 |
17
shares
|
$10,598
0.0% of portfolio
|
Q1 2024
Reduced 85.95%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
17
shares
|
$10,598
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
17
shares
|
$10,598
0.0% of portfolio
|
Q3 2023
Reduced 10.53%
|