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 |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
56
shares
|
$42,300
0.0% of portfolio
|
Q4 2023
Added 33.33%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
56
shares
|
$42,300
0.01% of portfolio
|
Q1 2025
Added 9.8%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
56
shares
|
$42,300
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
55
shares
|
$41,545
0.0% of portfolio
|
Q1 2025
Added 511.11%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
54
shares
|
$40,789
0.0% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
54
shares
|
$40,789
0.0% of portfolio
|
Q4 2024
Added 12.5%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
54
shares
|
$40,789
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
50
shares
|
$37,768
0.0% of portfolio
|
Q1 2024
Reduced 7.41%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
50
shares
|
$37,768
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
50
shares
|
$37,768
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
50
shares
|
$37,768
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
48
shares
|
$36,257
0.01% of portfolio
|
Q1 2025
Added 54.84%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
45
shares
|
$33,991
0.01% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
44
shares
|
$33,236
0.01% of portfolio
|
Q3 2022
Added 120.0%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
44
shares
|
$33,236
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
41
shares
|
$30,970
0.0% of portfolio
|
Q1 2025
Reduced 99.48%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
40
shares
|
$30,214
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
39
shares
|
$29,459
0.01% of portfolio
|
Q2 2025
Added 34.48%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
39
shares
|
$29,459
0.0% of portfolio
|
Q1 2025
Reduced 37.1%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
38
shares
|
$28,704
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
36
shares
|
$27,193
0.01% of portfolio
|
Q4 2023
Added 16.13%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
36
shares
|
$27,193
0.01% of portfolio
|
Q4 2022
Reduced 52.63%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
36
shares
|
$27,193
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
36
shares
|
$27,193
0.01% of portfolio
|
Q2 2025
Added 111.76%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
35
shares
|
$26,437
0.0% of portfolio
|
Q1 2025
Added 45.83%
|