Purchases and Sales Made in Q4 2025 in Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU) during Q4 2025. The information is specifically focused on institutions that hold shares of INTUIT INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
239K+ 2607.75% |
$153M - $163M
|
248K
$160M
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
165K+ 155.42% |
$106M - $113M
|
271K
$175M
|
|
|
Jan 13, 2026
Q4 2025
|
Syquant Capital Sas
|
BUY
|
- |
105KNew |
$67.4M - $71.8M
|
105K
$67.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
45.4KNew |
$29.1M - $31M
|
45.4K
$29.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
18.5K+ 2166.2% |
$11.9M - $12.7M
|
19.4K
$12.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
15.6K+ 52.87% |
$9.99M - $10.6M
|
45K
$29.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.82K+ 60.76% |
$5.02M - $5.35M
|
20.7K
$13.4M
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
4.87K+ 333.84% |
$3.13M - $3.33M
|
6.33K
$4.09M
|
|
|
Jan 15, 2026
Q4 2025
|
Triad Investment Management
|
BUY
|
- |
3.14K+ 478.2% |
$2.01M - $2.14M
|
3.79K
$2.45M
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
2.66K+ 3.76% |
$1.71M - $1.82M
|
73.5K
$47.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.2KNew |
$1.41M - $1.51M
|
2.2K
$1.42M
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
1.86K+ 1.75% |
$1.19M - $1.27M
|
108K
$69.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.79K+ 1.56% |
$1.15M - $1.22M
|
116K
$75.2M
|
|
|
Jan 12, 2026
Q4 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.68K+ 1.26% |
$1.08M - $1.15M
|
135K
$87M
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.67KNew |
$1.07M - $1.14M
|
1.67K
$1.08M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.53K+ 73.98% |
$980K - $1.04M
|
3.59K
$2.32M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.36K+ 22.12% |
$873K - $929K
|
7.51K
$4.85M
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
BUY
|
- |
1.2K+ 3.23% |
$771K - $821K
|
38.4K
$24.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.13KNew |
$728K - $775K
|
1.13K
$733K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.13K+ 6.52% |
$727K - $774K
|
18.5K
$12M
|
|
|
Jan 14, 2026
Q4 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
1K+ 19.04% |
$642K - $683K
|
6.25K
$4.04M
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
990New |
$635K - $677K
|
990
$640K
|
|
|
Jan 12, 2026
Q4 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
891+ 2.94% |
$572K - $609K
|
31.2K
$20.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
881+ 26.07% |
$565K - $602K
|
4.26K
$2.75M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
811+ 13.76% |
$520K - $554K
|
6.71K
$4.33M
|
|
|
Jan 16, 2026
Q4 2025
|
Sws Partners
|
BUY
|
- |
804+ 27.12% |
$516K - $549K
|
3.77K
$2.43M
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
704New |
$452K - $481K
|
704
$455K
|
|
|
Jan 12, 2026
Q4 2025
|
Bath Savings Trust CO
|
BUY
|
- |
656+ 1.29% |
$421K - $448K
|
51.6K
$33.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
640+ 4.46% |
$411K - $437K
|
15K
$9.69M
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
563+ 12.77% |
$361K - $385K
|
4.97K
$3.21M
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
547New |
$351K - $374K
|
547
$353K
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
545+ 11.17% |
$350K - $372K
|
5.43K
$3.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
544+ 5.89% |
$349K - $372K
|
9.79K
$6.32M
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
541+ 5.58% |
$347K - $370K
|
10.2K
$6.61M
|
|
|
Jan 15, 2026
Q4 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
541+ 99.08% |
$347K - $370K
|
1.09K
$702K
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
468+ 3.0% |
$300K - $320K
|
16.1K
$10.4M
|
|
|
Jan 08, 2026
Q4 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
464+ 5.33% |
$298K - $317K
|
9.17K
$5.92M
|
|
|
Jan 07, 2026
Q4 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
447New |
$287K - $305K
|
447
$289K
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
443New |
$284K - $303K
|
443
$286K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
434+ 4.43% |
$279K - $297K
|
10.2K
$6.61M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
431New |
$277K - $295K
|
431
$278K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
428+ 11.46% |
$275K - $292K
|
4.16K
$2.69M
|
|
|
Jan 15, 2026
Q4 2025
|
Shrier Wealth Management, LLC
Los Angeles, CA |
BUY
|
- |
424New |
$272K - $290K
|
424
$274K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
423New |
$271K - $289K
|
423
$273K
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
381New |
$245K - $260K
|
381
$246K
|
|
|
Jan 15, 2026
Q4 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
375New |
$241K - $256K
|
375
$242K
|
|
|
Jan 06, 2026
Q4 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
365+ 31.38% |
$234K - $249K
|
1.53K
$987K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
365+ 2.22% |
$234K - $249K
|
16.8K
$10.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
358New |
$230K - $245K
|
358
$231K
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
BUY
|
- |
349New |
$224K - $239K
|
349
$225K
|
|