Institutional Ownership Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU). We have compiled data on the 2,521 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 |
|---|---|---|---|---|---|
|
Chesapeake Capital Corp /Il/
Richmond, VA |
Nov 13, 2025 Q3 2025 |
859
shares
|
$554,896
0.53% of portfolio
|
Q3 2025
New holding
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Nov 12, 2025 Q3 2025 |
858
shares
|
$554,250
0.06% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Nov 10, 2025 Q3 2025 |
855
shares
|
$552,312
0.25% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
854
shares
|
$551,666
0.03% of portfolio
|
Q3 2025
Added 149.71%
|
|
|
Tred Avon Family Wealth, LLC
Easton, MD |
Oct 29, 2025 Q3 2025 |
853
shares
|
$551,020
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Catalyst Private Wealth, LLC
|
Oct 07, 2025 Q3 2025 |
849
shares
|
$548,437
0.34% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Traynor Capital Management, Inc.
|
Jan 12, 2026 Q4 2025 |
849
shares
|
$548,437
0.03% of portfolio
|
Q4 2025
Reduced 4.5%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
847
shares
|
$547,145
0.05% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
846
shares
|
$546,499
0.2% of portfolio
|
Q3 2025
Added 147.37%
|
|
|
Veery Capital, LLC
|
Oct 14, 2025 Q3 2025 |
845
shares
|
$545,853
0.18% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
843
shares
|
$544,561
0.04% of portfolio
|
Q4 2025
Added 29.69%
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
841
shares
|
$543,269
0.31% of portfolio
|
Q1 2024
Reduced 2.77%
|
|
|
Kdt Advisors, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
840
shares
|
$542,623
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
838
shares
|
$541,331
0.03% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Oct 23, 2025 Q3 2025 |
838
shares
|
$541,331
0.22% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
837
shares
|
$540,685
0.12% of portfolio
|
Q3 2025
Reduced 9.22%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
834
shares
|
$538,747
0.03% of portfolio
|
Q3 2022
Reduced 0.12%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
833
shares
|
$538,101
0.43% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
832
shares
|
$537,455
0.07% of portfolio
|
Q3 2025
Reduced 5.88%
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
830
shares
|
$536,163
0.18% of portfolio
|
Q3 2025
Reduced 12.54%
|
|
|
Prentice Wealth Management LLC
|
Oct 09, 2025 Q3 2025 |
828
shares
|
$534,871
0.14% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
828
shares
|
$534,871
0.31% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
823
shares
|
$531,641
0.31% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
821
shares
|
$530,349
0.03% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
819
shares
|
$529,057
0.2% of portfolio
|
Q3 2025
Added 24.47%
|
|