Latest Institutional Purchases of Intuit Inc (INTU)
This list provides information on the latest institutional transactions involving Intuit Inc (INTU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
8+ 72.73% |
$5.13K - $5.47K
|
19
$12.3K
|
|
|
Jan 13, 2026
Q4 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
8+ 1.57% |
$5.13K - $5.47K
|
518
$335K
|
|
|
Jan 23, 2026
Q4 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
7+ 1.53% |
$4.49K - $4.78K
|
466
$301K
|
|
|
Jan 21, 2026
Q4 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
7+ 1.59% |
$4.49K - $4.78K
|
448
$289K
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
7+ 2.26% |
$4.49K - $4.78K
|
317
$205K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7+ 1.54% |
$4.49K - $4.78K
|
462
$298K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
7+ 20.0% |
$4.49K - $4.78K
|
42
$27.1K
|
|
|
Jan 20, 2026
Q4 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
6+ 0.46% |
$3.85K - $4.1K
|
1.31K
$844K
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
6New |
$3.85K - $4.1K
|
6
$3.88K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6+ 6.98% |
$3.85K - $4.1K
|
92
$59.4K
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
6+ 0.87% |
$3.85K - $4.1K
|
696
$450K
|
|
|
Jan 21, 2026
Q4 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
5+ 1.61% |
$3.21K - $3.42K
|
315
$203K
|
|
|
Jan 20, 2026
Q4 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
5+ 0.88% |
$3.21K - $3.42K
|
576
$372K
|
|
|
Jan 09, 2026
Q4 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
5+ 0.99% |
$3.21K - $3.42K
|
512
$331K
|
|
|
Jan 08, 2026
Q4 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
5+ 50.0% |
$3.21K - $3.42K
|
15
$9.69K
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
5+ 1.09% |
$3.21K - $3.42K
|
463
$299K
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
4+ 5.19% |
$2.57K - $2.73K
|
81
$52.3K
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
4+ 0.78% |
$2.57K - $2.73K
|
515
$333K
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
4+ 0.26% |
$2.57K - $2.73K
|
1.52K
$982K
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.53% |
$2.57K - $2.73K
|
756
$488K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 15.38% |
$2.57K - $2.73K
|
30
$19.4K
|
|
|
Jan 23, 2026
Q4 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3+ 10.0% |
$1.93K - $2.05K
|
33
$21.3K
|
|
|
Jan 20, 2026
Q4 2025
|
Nvwm, LLC
|
BUY
|
- |
3+ 2.8% |
$1.93K - $2.05K
|
110
$71.1K
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3+ 0.21% |
$1.93K - $2.05K
|
1.46K
$946K
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.88% |
$1.93K - $2.05K
|
343
$222K
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3+ 0.13% |
$1.93K - $2.05K
|
2.37K
$1.53M
|
|
|
Jan 14, 2026
Q4 2025
|
Woodstock Corp
|
BUY
|
- |
3+ 0.45% |
$1.93K - $2.05K
|
670
$433K
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
3+ 0.85% |
$1.93K - $2.05K
|
355
$229K
|
|
|
Jan 06, 2026
Q4 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
3+ 0.68% |
$1.93K - $2.05K
|
445
$287K
|
|
|
Jan 23, 2026
Q4 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
2+ 4.44% |
$1.28K - $1.37K
|
47
$30.4K
|
|
|
Jan 22, 2026
Q4 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
2+ 0.49% |
$1.28K - $1.37K
|
409
$264K
|
|
|
Jan 21, 2026
Q4 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2+ 0.06% |
$1.28K - $1.37K
|
3.1K
$2M
|
|
|
Jan 21, 2026
Q4 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
2+ 200.0% |
$1.28K - $1.37K
|
3
$1.94K
|
|
|
Jan 20, 2026
Q4 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2+ 50.0% |
$1.28K - $1.37K
|
6
$3.88K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
2New |
$1.28K - $1.37K
|
2
$1.29K
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
2+ 0.59% |
$1.28K - $1.37K
|
341
$220K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2+ 2.82% |
$1.28K - $1.37K
|
73
$47.2K
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2+ 0.26% |
$1.28K - $1.37K
|
776
$501K
|
|
|
Jan 22, 2026
Q4 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1+ 0.26% |
$642 - $683
|
383
$247K
|
|
|
Jan 16, 2026
Q4 2025
|
Five Oceans Advisors
|
BUY
|
- |
1+ 0.31% |
$642 - $683
|
325
$210K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.17% |
$642 - $683
|
593
$383K
|
|
|
Jan 14, 2026
Q4 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
1+ 0.05% |
$642 - $683
|
2.02K
$1.31M
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
BUY
|
- |
1+ 0.05% |
$642 - $683
|
1.88K
$1.21M
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
1+ 0.22% |
$642 - $683
|
463
$299K
|
|
| Q3 2025 | |||||||
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.71M+ 19.36% |
$1.11B - $1.38B
|
10.6M
$6.83B
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.3M+ 183.84% |
$837M - $1.05B
|
2M
$1.29B
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
914K+ 3.3% |
$590M - $738M
|
28.6M
$18.5B
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
751K+ 575.38% |
$485M - $606M
|
882K
$569M
|
|
|
Nov 12, 2025
Q3 2025
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
662KNew |
$427M - $534M
|
662K
$427M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
596K+ 29.21% |
$385M - $481M
|
2.64M
$1.7B
|
|