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 |
|---|---|---|---|---|---|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
35
shares
|
$26,437
0.01% of portfolio
|
Q4 2024
Added 20.69%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
33
shares
|
$24,927
0.0% of portfolio
|
Q1 2023
Added 94.12%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
33
shares
|
$24,927
0.01% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
33
shares
|
$24,927
0.0% of portfolio
|
Q2 2024
Added 560.0%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
33
shares
|
$24,927
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
32
shares
|
$24,171
0.01% of portfolio
|
Q1 2023
Added 128.57%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
31
shares
|
$23,416
0.0% of portfolio
|
Q1 2025
Reduced 24.39%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
31
shares
|
$23,416
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
30
shares
|
$22,661
0.01% of portfolio
|
Q1 2025
Reduced 53.85%
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
30
shares
|
$22,661
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
29
shares
|
$21,905
0.01% of portfolio
|
Q3 2022
Added 31.82%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
29
shares
|
$21,905
0.01% of portfolio
|
Q4 2024
Reduced 12.12%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
28
shares
|
$21,150
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
28
shares
|
$21,150
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
28
shares
|
$21,150
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
27
shares
|
$20,394
0.0% of portfolio
|
Q1 2025
Reduced 37.21%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
27
shares
|
$20,394
0.0% of portfolio
|
Q4 2024
Added 145.45%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
27
shares
|
$20,394
0.01% of portfolio
|
Q4 2024
Reduced 15.63%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
26
shares
|
$19,639
0.0% of portfolio
|
Q4 2024
Reduced 25.71%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
25
shares
|
$18,884
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
25
shares
|
$18,884
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
24
shares
|
$18,128
0.0% of portfolio
|
Q3 2023
Reduced 42.86%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
23
shares
|
$17,373
0.0% of portfolio
|
Q1 2025
Added 9.52%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
23
shares
|
$17,373
0.01% of portfolio
|
Q1 2025
Added 666.67%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
22
shares
|
$16,618
0.0% of portfolio
|
Q4 2024
Reduced 12.0%
|