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 |
|---|---|---|---|---|---|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
35
shares
|
$22,609
0.0% of portfolio
|
Q3 2025
Reduced 89.94%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
35
shares
|
$22,609
0.0% of portfolio
|
Q3 2025
Added 9.38%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
35
shares
|
$22,609
0.03% of portfolio
|
Q3 2025
Reduced 79.77%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
34
shares
|
$21,963
0.01% of portfolio
|
Q4 2025
Reduced 30.61%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
34
shares
|
$21,963
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
33
shares
|
$21,317
0.0% of portfolio
|
Q1 2023
Added 94.12%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
33
shares
|
$21,317
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
32
shares
|
$20,671
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
32
shares
|
$20,671
0.01% of portfolio
|
Q1 2023
Added 128.57%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
31
shares
|
$20,025
0.0% of portfolio
|
Q1 2025
Reduced 24.39%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
31
shares
|
$20,025
0.02% of portfolio
|
Q2 2025
Reduced 13.89%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
31
shares
|
$20,025
0.0% of portfolio
|
Q3 2025
Added 244.44%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
31
shares
|
$20,025
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
30
shares
|
$19,379
0.01% of portfolio
|
Q4 2025
Added 15.38%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
30
shares
|
$19,379
0.01% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
30
shares
|
$19,379
0.01% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
30
shares
|
$19,379
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
29
shares
|
$18,733
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
29
shares
|
$18,733
0.01% of portfolio
|
Q3 2022
Added 31.82%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
29
shares
|
$18,733
0.0% of portfolio
|
Q3 2025
Reduced 9.38%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
29
shares
|
$18,733
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
28
shares
|
$18,087
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
27
shares
|
$17,441
0.0% of portfolio
|
Q1 2025
Reduced 37.21%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 12, 2026 Q4 2025 |
27
shares
|
$17,441
0.0% of portfolio
|
Q4 2025
Added 125.0%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
25
shares
|
$16,149
0.0% of portfolio
|
Q1 2025
New holding
|
|