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 |
|---|---|---|---|---|---|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
672
shares
|
$434,098
0.18% of portfolio
|
Q4 2023
Reduced 6.93%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
671
shares
|
$433,452
0.02% of portfolio
|
Q3 2025
Added 27.57%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Oct 21, 2025 Q3 2025 |
671
shares
|
$433,452
0.12% of portfolio
|
Q3 2025
Reduced 11.01%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
671
shares
|
$433,452
0.21% of portfolio
|
Q3 2025
Added 97.94%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
669
shares
|
$432,160
0.02% of portfolio
|
Q3 2025
Added 51.02%
|
|
|
Woodstock Corp
|
Oct 07, 2025 Q3 2025 |
667
shares
|
$430,868
0.04% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Bourgeon Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
666
shares
|
$430,222
0.08% of portfolio
|
Q3 2025
Reduced 8.26%
|
|
|
Lebenthal Global Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
666
shares
|
$430,222
0.08% of portfolio
|
Q3 2025
Added 57.45%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
666
shares
|
$430,222
0.14% of portfolio
|
Q3 2025
Added 8.65%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 12, 2026 Q4 2025 |
666
shares
|
$430,222
0.3% of portfolio
|
Q4 2025
Reduced 0.45%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
665
shares
|
$429,576
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Saranac Partners LTD
London, |
Dec 05, 2025 Q3 2025 |
665
shares
|
$429,576
0.08% of portfolio
|
Q2 2025
Reduced 18.8%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
664
shares
|
$428,930
0.15% of portfolio
|
Q2 2025
Reduced 30.91%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 13, 2026 Q4 2025 |
662
shares
|
$427,638
0.27% of portfolio
|
Q4 2025
Added 47.44%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
660
shares
|
$426,346
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
659
shares
|
$425,700
0.07% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Triad Investment Management
|
Apr 12, 2024 Q1 2024 |
656
shares
|
$423,762
0.55% of portfolio
|
Q1 2023
New holding
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
654
shares
|
$422,470
0.03% of portfolio
|
Q2 2025
Reduced 24.13%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
650
shares
|
$419,887
0.1% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
650
shares
|
$419,887
0.03% of portfolio
|
Q3 2025
Reduced 26.8%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
650
shares
|
$419,887
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Nov 10, 2025 Q3 2025 |
647
shares
|
$417,949
0.28% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
646
shares
|
$417,303
0.03% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
642
shares
|
$414,719
0.01% of portfolio
|
Q4 2025
Added 27.13%
|
|
|
Hummer Financial Advisory Services Inc
|
Jan 12, 2026 Q4 2025 |
640
shares
|
$413,427
0.32% of portfolio
|
Q1 2022
Added 8.47%
|
|