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 |
|---|---|---|---|---|---|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
3,265
shares
|
$2.11 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
3,247
shares
|
$2.1 Million
0.35% of portfolio
|
Q3 2025
Reduced 16.81%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
3,242
shares
|
$2.09 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Rb Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
3,238
shares
|
$2.09 Million
0.49% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
3,232
shares
|
$2.09 Million
0.1% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
3,200
shares
|
$2.07 Million
0.15% of portfolio
|
Q3 2022
Reduced 15.79%
|
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Jul 14, 2025 Q2 2025 |
3,198
shares
|
$2.07 Million
2.45% of portfolio
|
Q2 2025
New holding
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Oct 20, 2025 Q3 2025 |
3,191
shares
|
$2.06 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
3,190
shares
|
$2.06 Million
0.06% of portfolio
|
Q3 2025
Added 496.26%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
3,177
shares
|
$2.05 Million
0.08% of portfolio
|
Q3 2025
Added 48.95%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
3,170
shares
|
$2.05 Million
0.92% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Signature Wealth Management Group
|
Oct 29, 2025 Q3 2025 |
3,167
shares
|
$2.05 Million
0.9% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Scratch Capital LLC
Boise, ID |
Jan 12, 2026 Q4 2025 |
3,125
shares
|
$2.02 Million
1.35% of portfolio
|
Q3 2025
Reduced 10.79%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
3,114
shares
|
$2.01 Million
0.04% of portfolio
|
Q3 2025
Added 5.67%
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
3,110
shares
|
$2.01 Million
0.12% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 13, 2026 Q4 2025 |
3,108
shares
|
$2.01 Million
0.14% of portfolio
|
Q4 2025
Reduced 3.51%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
3,099
shares
|
$2 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
3,096
shares
|
$2 Million
0.05% of portfolio
|
Q3 2024
Added 31.8%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
3,096
shares
|
$2 Million
0.81% of portfolio
|
Q1 2023
Reduced 32.34%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
3,093
shares
|
$2 Million
0.07% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
3,090
shares
|
$2 Million
0.29% of portfolio
|
Q3 2025
Added 285.77%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
3,064
shares
|
$1.98 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.85%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
3,059
shares
|
$1.98 Million
0.27% of portfolio
|
Q1 2025
Reduced 14.74%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
3,058
shares
|
$1.98 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
3,058
shares
|
$1.98 Million
0.01% of portfolio
|
Q3 2025
Added 2252.31%
|
|