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 |
|---|---|---|---|---|---|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
1,275
shares
|
$823,624
0.3% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 13, 2026 Q4 2025 |
1,272
shares
|
$821,686
0.19% of portfolio
|
Q2 2025
Reduced 22.11%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
1,267
shares
|
$818,456
0.09% of portfolio
|
Q3 2025
Reduced 13.99%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
1,266
shares
|
$817,810
0.09% of portfolio
|
Q3 2025
Reduced 28.92%
|
|
|
Act Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
1,265
shares
|
$817,164
0.3% of portfolio
|
Q1 2024
Reduced 3.8%
|
|
|
United Bank
|
Nov 12, 2025 Q3 2025 |
1,263
shares
|
$815,872
0.3% of portfolio
|
Q3 2025
Added 35.52%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
1,259
shares
|
$813,288
0.09% of portfolio
|
Q2 2025
Added 96.72%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
1,254
shares
|
$810,058
0.29% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Nov 14, 2025 Q3 2025 |
1,247
shares
|
$805,537
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
1,246
shares
|
$804,891
0.03% of portfolio
|
Q4 2025
Added 13.79%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
1,242
shares
|
$802,307
0.06% of portfolio
|
Q3 2025
Reduced 5.34%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
1,240
shares
|
$801,015
0.07% of portfolio
|
Q4 2025
Added 1.22%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
1,240
shares
|
$801,015
0.02% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
1,237
shares
|
$799,077
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
1,231
shares
|
$795,201
0.18% of portfolio
|
Q3 2025
Added 9.23%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
1,230
shares
|
$794,555
0.07% of portfolio
|
Q3 2025
Reduced 61.37%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
1,223
shares
|
$790,033
0.07% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Lecap Asset Management LTD
London, X0 |
Oct 23, 2025 Q3 2025 |
1,216
shares
|
$785,511
0.29% of portfolio
|
Q3 2025
Reduced 63.35%
|
|
|
Hanlon Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
1,215
shares
|
$784,865
0.54% of portfolio
|
Q3 2025
Added 13.45%
|
|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
1,214
shares
|
$784,219
0.41% of portfolio
|
Q3 2025
Added 17.29%
|
|
|
Amica Retiree Medical Trust
|
Nov 07, 2025 Q3 2025 |
1,213
shares
|
$783,573
1.13% of portfolio
|
Q1 2025
Reduced 19.24%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
1,211
shares
|
$782,281
0.05% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
1,205
shares
|
$778,405
0.09% of portfolio
|
Q1 2025
Reduced 7.87%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
1,204
shares
|
$777,759
0.05% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Natural Investments, LLC
|
Oct 10, 2025 Q3 2025 |
1,201
shares
|
$775,821
0.2% of portfolio
|
Q3 2025
Added 6.0%
|
|