Institutional Ownership Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU). We have compiled data on the 2,523 institutions that hold shares in the stock, with a total of 233 Million shares, which have been reported (via 13F filing form) to have a value of $151 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
5,550
shares
|
$3.59 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Winton Group LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
5,542
shares
|
$3.58 Million
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
5,541
shares
|
$3.58 Million
0.42% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
5,537
shares
|
$3.58 Million
0.06% of portfolio
|
Q3 2025
Added 18.29%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
5,524
shares
|
$3.57 Million
0.98% of portfolio
|
Q4 2025
Reduced 1.57%
|
|
|
Two Point Capital Management, Inc.
Pittsford, NY |
Oct 09, 2025 Q3 2025 |
5,473
shares
|
$3.54 Million
1.5% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Decatur Capital Management, Inc.
Decatur, GA |
Nov 13, 2025 Q3 2025 |
5,446
shares
|
$3.52 Million
1.48% of portfolio
|
Q3 2025
Added 8.94%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
5,416
shares
|
$3.5 Million
0.07% of portfolio
|
Q3 2025
Added 7.95%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
5,414
shares
|
$3.5 Million
0.39% of portfolio
|
Q3 2025
Reduced 16.99%
|
|
|
First Bank & Trust
|
Jan 12, 2026 Q4 2025 |
5,375
shares
|
$3.47 Million
0.57% of portfolio
|
Q4 2025
Added 0.47%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
5,361
shares
|
$3.46 Million
0.71% of portfolio
|
Q3 2024
Added 9.03%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
5,357
shares
|
$3.46 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,346
shares
|
$3.45 Million
0.04% of portfolio
|
Q2 2024
Reduced 2.05%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
5,334
shares
|
$3.45 Million
0.16% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Advent International Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
5,318
shares
|
$3.44 Million
0.14% of portfolio
|
Q1 2025
Added 45.98%
|
|
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
Oct 24, 2025 Q3 2025 |
5,270
shares
|
$3.4 Million
0.35% of portfolio
|
Q3 2025
Added 6.7%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Oct 14, 2025 Q3 2025 |
5,253
shares
|
$3.39 Million
0.27% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
5,240
shares
|
$3.38 Million
0.23% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Oak Harvest Investment Services
|
Oct 17, 2025 Q3 2025 |
5,213
shares
|
$3.37 Million
0.43% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
5,208
shares
|
$3.36 Million
0.03% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
5,202
shares
|
$3.36 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
5,191
shares
|
$3.35 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Rational Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
5,180
shares
|
$3.35 Million
0.42% of portfolio
|
Q3 2025
Added 7094.44%
|
|
|
Guardian Capital LP
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
5,171
shares
|
$3.34 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Long Road Investment Counsel, LLC
|
Nov 14, 2025 Q3 2025 |
5,170
shares
|
$3.34 Million
1.3% of portfolio
|
Q2 2022
Reduced 10.4%
|
|