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 |
|---|---|---|---|---|---|
|
Congress Asset Management CO
|
Jan 09, 2026 Q4 2025 |
3,054
shares
|
$1.97 Million
0.01% of portfolio
|
Q4 2025
Reduced 15.05%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jan 13, 2026 Q4 2025 |
3,043
shares
|
$1.97 Million
0.41% of portfolio
|
Q4 2025
Added 8.64%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
3,041
shares
|
$1.96 Million
0.04% of portfolio
|
Q3 2025
Added 5.59%
|
|
|
Stiles Financial Services Inc
|
Oct 30, 2025 Q3 2025 |
3,034
shares
|
$1.96 Million
0.68% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
3,030
shares
|
$1.96 Million
0.08% of portfolio
|
Q3 2025
Added 91.29%
|
|
|
Outfitter Financial LLC
|
Oct 23, 2025 Q3 2025 |
3,023
shares
|
$1.95 Million
1.69% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
3,008
shares
|
$1.94 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Sws Partners
|
Oct 16, 2025 Q3 2025 |
2,965
shares
|
$1.92 Million
0.5% of portfolio
|
Q3 2025
New holding
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
2,947
shares
|
$1.9 Million
0.1% of portfolio
|
Q3 2025
Added 12.61%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
2,941
shares
|
$1.9 Million
0.31% of portfolio
|
Q3 2025
Added 4721.31%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
2,939
shares
|
$1.9 Million
0.69% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
2,919
shares
|
$1.89 Million
0.06% of portfolio
|
Q3 2025
Reduced 9.6%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
2,916
shares
|
$1.88 Million
0.21% of portfolio
|
Q1 2025
Reduced 17.25%
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
2,894
shares
|
$1.87 Million
0.3% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Eads & Heald Wealth Management
|
Oct 22, 2025 Q3 2025 |
2,891
shares
|
$1.87 Million
0.94% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Oct 10, 2025 Q3 2025 |
2,874
shares
|
$1.86 Million
0.02% of portfolio
|
Q3 2025
Added 86.74%
|
|
|
Cohen Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
2,865
shares
|
$1.85 Million
0.31% of portfolio
|
Q3 2025
Reduced 32.83%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
2,835
shares
|
$1.83 Million
1.51% of portfolio
|
Q4 2024
New holding
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
2,834
shares
|
$1.83 Million
0.28% of portfolio
|
Q3 2023
Reduced 8.11%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
2,827
shares
|
$1.83 Million
0.28% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
2,796
shares
|
$1.81 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Conway Capital Management, Inc.
Burbank, CA |
Oct 23, 2025 Q3 2025 |
2,795
shares
|
$1.81 Million
0.8% of portfolio
|
Q3 2025
Reduced 16.69%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2025 Q3 2025 |
2,782
shares
|
$1.8 Million
0.05% of portfolio
|
Q3 2025
Added 859.31%
|
|
|
Barings LLC
|
Nov 10, 2025 Q3 2025 |
2,760
shares
|
$1.78 Million
0.04% of portfolio
|
Q3 2025
Added 914.71%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
2,754
shares
|
$1.78 Million
0.15% of portfolio
|
Q3 2025
Added 3.18%
|
|