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 |
|---|---|---|---|---|---|
|
St. Louis Trust CO
|
Nov 06, 2025 Q3 2025 |
640
shares
|
$413,427
0.05% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
640
shares
|
$413,427
0.02% of portfolio
|
Q3 2025
Reduced 17.42%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
638
shares
|
$412,135
0.13% of portfolio
|
Q3 2025
Reduced 25.47%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
637
shares
|
$411,489
0.06% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
635
shares
|
$410,197
0.05% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
633
shares
|
$408,905
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
633
shares
|
$408,905
0.04% of portfolio
|
Q3 2025
Added 128.52%
|
|
|
Wp Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
632
shares
|
$408,259
0.11% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
630
shares
|
$406,967
0.05% of portfolio
|
Q4 2025
Reduced 1.1%
|
|
|
Riverwater Partners LLC
|
Oct 31, 2025 Q3 2025 |
628
shares
|
$405,675
0.21% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Invesco, LLC
Des Plaines, IL |
Oct 21, 2025 Q3 2025 |
627
shares
|
$405,029
0.14% of portfolio
|
Q2 2025
Reduced 27.01%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
625
shares
|
$403,737
0.49% of portfolio
|
Q3 2025
Added 47.75%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
623
shares
|
$402,445
0.28% of portfolio
|
Q3 2022
Added 152.23%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
623
shares
|
$402,445
0.16% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
623
shares
|
$402,445
0.01% of portfolio
|
Q3 2025
Added 18.67%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
621
shares
|
$401,153
0.07% of portfolio
|
Q3 2025
Added 32.98%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 05, 2025 Q3 2025 |
621
shares
|
$401,153
0.15% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
620
shares
|
$400,507
0.07% of portfolio
|
Q3 2025
Reduced 11.81%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
619
shares
|
$399,861
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
619
shares
|
$399,861
0.04% of portfolio
|
Q1 2023
Reduced 14.15%
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
619
shares
|
$399,861
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
619
shares
|
$399,861
0.14% of portfolio
|
Q3 2025
Reduced 18.77%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
618
shares
|
$399,215
0.17% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
618
shares
|
$399,215
0.02% of portfolio
|
Q2 2024
Reduced 97.34%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
617
shares
|
$398,569
0.05% of portfolio
|
Q3 2024
Added 8.06%
|
|