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 |
|---|---|---|---|---|---|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
729
shares
|
$470,919
0.1% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
729
shares
|
$470,919
0.12% of portfolio
|
Q3 2025
Reduced 5.32%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
728
shares
|
$470,273
0.03% of portfolio
|
Q3 2025
Added 12.17%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Nov 12, 2025 Q3 2025 |
727
shares
|
$469,627
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
726
shares
|
$468,981
0.16% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 15, 2025 Q3 2025 |
725
shares
|
$468,335
0.07% of portfolio
|
Q3 2021
Reduced 47.08%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
725
shares
|
$468,335
0.1% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Sfm, LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
724
shares
|
$467,689
0.29% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2025 Q3 2025 |
721
shares
|
$465,751
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
720
shares
|
$465,105
0.05% of portfolio
|
Q3 2025
Reduced 7.93%
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
718
shares
|
$463,813
0.13% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
713
shares
|
$460,583
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
712
shares
|
$459,937
0.14% of portfolio
|
Q3 2025
Added 17.11%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
712
shares
|
$459,937
0.04% of portfolio
|
Q2 2025
Reduced 14.01%
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
711
shares
|
$459,291
0.31% of portfolio
|
Q3 2025
Reduced 21.09%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2025 Q3 2025 |
711
shares
|
$459,291
0.0% of portfolio
|
Q1 2025
Reduced 12.33%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
708
shares
|
$457,353
0.23% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
706
shares
|
$456,061
0.03% of portfolio
|
Q3 2025
Added 49.58%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
705
shares
|
$455,415
0.03% of portfolio
|
Q1 2025
Reduced 20.34%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
705
shares
|
$455,415
0.02% of portfolio
|
Q3 2025
Added 21.76%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
705
shares
|
$455,415
0.25% of portfolio
|
Q2 2023
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
704
shares
|
$454,769
0.06% of portfolio
|
Q3 2025
Added 8.31%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
702
shares
|
$453,477
0.1% of portfolio
|
Q2 2024
Reduced 10.91%
|
|
|
Capital Investment Counsel, Inc
|
Oct 31, 2025 Q3 2025 |
700
shares
|
$452,186
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
700
shares
|
$452,186
0.23% of portfolio
|
Q4 2023
Added 1300.0%
|
|