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 |
|---|---|---|---|---|---|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
73
shares
|
$47,156
0.01% of portfolio
|
Q4 2025
Added 2.82%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
72
shares
|
$46,510
0.01% of portfolio
|
Q2 2024
Added 33.33%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
72
shares
|
$46,510
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
71
shares
|
$45,864
0.01% of portfolio
|
Q3 2025
Reduced 32.38%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
70
shares
|
$45,218
0.0% of portfolio
|
Q3 2025
Added 40.0%
|
|
|
Vega Investment Solutions
Paris, I0 |
Aug 13, 2025 Q2 2025 |
69
shares
|
$44,572
0.01% of portfolio
|
Q2 2025
Reduced 51.06%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
68
shares
|
$43,926
0.02% of portfolio
|
Q4 2024
Reduced 8.11%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
67
shares
|
$43,280
0.01% of portfolio
|
Q3 2025
Added 8.06%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
67
shares
|
$43,280
0.0% of portfolio
|
Q2 2024
Reduced 2.9%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
66
shares
|
$42,634
0.02% of portfolio
|
Q4 2024
Added 6500.0%
|
|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
65
shares
|
$41,988
0.04% of portfolio
|
Q1 2025
Reduced 13.33%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
65
shares
|
$41,988
0.0% of portfolio
|
Q3 2025
Added 6.56%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
63
shares
|
$40,696
0.01% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
62
shares
|
$40,050
0.0% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Nov 13, 2025 Q3 2025 |
62
shares
|
$40,050
0.02% of portfolio
|
Q3 2024
Reduced 78.84%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
60
shares
|
$38,758
0.01% of portfolio
|
Q3 2023
Added 50.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
60
shares
|
$38,758
0.0% of portfolio
|
Q4 2022
Added 62.16%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
60
shares
|
$38,758
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Jan 08, 2026 Q4 2025 |
60
shares
|
$38,758
0.07% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
59
shares
|
$38,112
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
56
shares
|
$36,174
0.0% of portfolio
|
Q4 2023
Added 33.33%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
56
shares
|
$36,174
0.01% of portfolio
|
Q1 2025
Added 9.8%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
56
shares
|
$36,174
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lom Asset Management LTD
Hamilton, |
Nov 12, 2025 Q3 2025 |
55
shares
|
$35,528
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
54
shares
|
$34,882
0.0% of portfolio
|
Q2 2025
Added 20.0%
|
|