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 |
|---|---|---|---|---|---|
|
Fulcrum Asset Management LLP
London, X0 |
Nov 24, 2025 Q3 2025 |
1,460
shares
|
$943,130
0.28% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
1,456
shares
|
$940,546
0.2% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
1,452
shares
|
$937,962
0.07% of portfolio
|
Q3 2025
Added 12.04%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,441
shares
|
$930,857
0.04% of portfolio
|
Q3 2025
Added 12.14%
|
|
|
Weatherly Asset Management L. P.
|
Oct 16, 2025 Q3 2025 |
1,437
shares
|
$928,273
0.08% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
1,437
shares
|
$928,273
0.07% of portfolio
|
Q3 2025
Added 112.89%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
1,432
shares
|
$925,043
0.01% of portfolio
|
Q3 2022
Reduced 72.22%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
1,431
shares
|
$924,397
0.35% of portfolio
|
Q2 2023
Added 2.0%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,430
shares
|
$923,751
0.44% of portfolio
|
Q1 2024
Reduced 22.41%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2025 Q3 2025 |
1,415
shares
|
$914,061
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
1,402
shares
|
$905,663
0.22% of portfolio
|
Q3 2025
Added 279.95%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
1,401
shares
|
$905,017
0.06% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
1,399
shares
|
$903,726
0.06% of portfolio
|
Q3 2025
Reduced 40.57%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
1,398
shares
|
$903,080
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 28, 2025 Q3 2025 |
1,397
shares
|
$902,434
0.13% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
1,387
shares
|
$895,974
0.03% of portfolio
|
Q3 2025
Added 8.96%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
1,386
shares
|
$895,328
0.06% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
1,381
shares
|
$892,098
0.32% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
1,371
shares
|
$885,638
0.15% of portfolio
|
Q3 2025
Reduced 41.49%
|
|
|
Alta Advisers LTD
|
Oct 31, 2025 Q3 2025 |
1,368
shares
|
$883,700
0.29% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
1,365
shares
|
$881,762
0.1% of portfolio
|
Q4 2025
Reduced 42.23%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Nov 04, 2025 Q3 2025 |
1,365
shares
|
$881,762
0.6% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Gryphon Financial Partners LLC
|
Jan 08, 2026 Q4 2025 |
1,355
shares
|
$875,302
0.1% of portfolio
|
Q4 2025
Added 4.47%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
1,354
shares
|
$874,656
0.03% of portfolio
|
Q3 2025
Reduced 19.69%
|
|
|
Garner Asset Management Corp
|
Nov 10, 2025 Q3 2025 |
1,351
shares
|
$872,718
0.38% of portfolio
|
Q3 2025
Added 0.07%
|
|