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 |
|---|---|---|---|---|---|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
1,529
shares
|
$987,703
0.14% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
1,528
shares
|
$987,057
0.29% of portfolio
|
Q3 2025
Added 41.35%
|
|
|
Barden Capital Management, Inc.
|
Jan 06, 2026 Q4 2025 |
1,528
shares
|
$987,057
0.82% of portfolio
|
Q4 2025
Added 31.38%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
1,527
shares
|
$986,411
0.06% of portfolio
|
Q3 2025
Added 47.39%
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
1,520
shares
|
$981,889
0.15% of portfolio
|
Q4 2025
Added 0.26%
|
|
|
Crew Capital Management, Ltd.
|
Oct 27, 2025 Q3 2025 |
1,516
shares
|
$979,305
0.79% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
1,511
shares
|
$976,075
0.24% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Nov 14, 2025 Q3 2025 |
1,506
shares
|
$972,845
0.34% of portfolio
|
Q3 2025
Added 164.21%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
1,505
shares
|
$972,199
0.14% of portfolio
|
Q3 2025
Reduced 46.35%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
1,504
shares
|
$971,553
0.02% of portfolio
|
Q1 2023
Added 1.48%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
1,502
shares
|
$970,261
0.2% of portfolio
|
Q3 2025
Added 11.09%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 12, 2025 Q3 2025 |
1,500
shares
|
$968,970
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
1,500
shares
|
$968,970
0.01% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Nov 06, 2025 Q3 2025 |
1,493
shares
|
$964,448
0.37% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
1,493
shares
|
$964,448
0.09% of portfolio
|
Q3 2025
Reduced 5.27%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,489
shares
|
$961,864
1.23% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Oct 30, 2025 Q3 2025 |
1,486
shares
|
$959,926
0.3% of portfolio
|
Q4 2022
Reduced 6.31%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
1,474
shares
|
$952,174
0.15% of portfolio
|
Q3 2025
Reduced 17.47%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
1,474
shares
|
$952,174
0.13% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,470
shares
|
$949,590
0.04% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
1,470
shares
|
$949,590
1.15% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
1,469
shares
|
$948,944
0.03% of portfolio
|
Q2 2025
Reduced 72.81%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
1,465
shares
|
$946,360
0.07% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
1,462
shares
|
$944,422
0.25% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
1,461
shares
|
$943,776
0.13% of portfolio
|
Q3 2025
Reduced 9.42%
|
|