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 |
|---|---|---|---|---|---|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
2,514
shares
|
$1.62 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
2,510
shares
|
$1.62 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 07, 2025 Q3 2025 |
2,506
shares
|
$1.62 Million
0.24% of portfolio
|
Q3 2025
Added 12.13%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
2,494
shares
|
$1.61 Million
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
2,488
shares
|
$1.61 Million
0.01% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 08, 2026 Q4 2025 |
2,476
shares
|
$1.6 Million
0.57% of portfolio
|
Q4 2025
Reduced 1.2%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
2,467
shares
|
$1.59 Million
0.12% of portfolio
|
Q4 2025
Added 1.69%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,466
shares
|
$1.59 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
Nov 17, 2025 Q3 2025 |
2,461
shares
|
$1.59 Million
1.04% of portfolio
|
Q2 2025
Reduced 5.35%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 07, 2025 Q3 2025 |
2,457
shares
|
$1.59 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Nov 06, 2025 Q3 2025 |
2,456
shares
|
$1.59 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 10, 2025 Q3 2025 |
2,452
shares
|
$1.58 Million
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
2,442
shares
|
$1.58 Million
0.05% of portfolio
|
Q4 2023
Added 2.35%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 10, 2025 Q3 2025 |
2,435
shares
|
$1.57 Million
0.47% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
2,432
shares
|
$1.57 Million
0.1% of portfolio
|
Q3 2025
Reduced 43.91%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
2,426
shares
|
$1.57 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,409
shares
|
$1.56 Million
0.04% of portfolio
|
Q3 2025
Added 16.43%
|
|
|
Community Capital Management, LLC
|
Oct 23, 2023 Q3 2023 |
2,400
shares
|
$1.55 Million
2.0% of portfolio
|
Q1 2023
Added 71.43%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
2,392
shares
|
$1.55 Million
0.03% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
2,392
shares
|
$1.55 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
2,380
shares
|
$1.54 Million
0.29% of portfolio
|
Q3 2025
Reduced 14.08%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
2,375
shares
|
$1.53 Million
0.2% of portfolio
|
Q3 2025
Reduced 59.74%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
2,374
shares
|
$1.53 Million
0.05% of portfolio
|
Q4 2023
Added 93.01%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
2,370
shares
|
$1.53 Million
0.07% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
2,368
shares
|
$1.53 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.38%
|
|