Institutional Ownership Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU). We have compiled data on the 2,529 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 |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
5,138
shares
|
$3.32 Million
0.09% of portfolio
|
Q4 2023
Added 8.97%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
5,135
shares
|
$3.32 Million
1.61% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Scharf Investments, LLC
|
Jan 15, 2026 Q4 2025 |
5,132
shares
|
$3.32 Million
0.11% of portfolio
|
Q4 2025
Reduced 13.11%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
5,099
shares
|
$3.29 Million
0.04% of portfolio
|
Q2 2025
Added 24.73%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,057
shares
|
$3.27 Million
0.13% of portfolio
|
Q3 2025
Added 456.33%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
5,033
shares
|
$3.25 Million
0.15% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Viking Fund Management LLC
|
Jan 12, 2026 Q4 2025 |
5,000
shares
|
$3.23 Million
0.39% of portfolio
|
Q1 2021
Added 66.67%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
5,000
shares
|
$3.23 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
4,992
shares
|
$3.22 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.73%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Nov 12, 2025 Q3 2025 |
4,980
shares
|
$3.22 Million
0.77% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Katamaran Capital LLP
London, X0 |
Nov 06, 2025 Q3 2025 |
4,975
shares
|
$3.21 Million
3.1% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
4,971
shares
|
$3.21 Million
0.13% of portfolio
|
Q4 2025
Added 12.77%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Nov 12, 2025 Q3 2025 |
4,967
shares
|
$3.21 Million
0.29% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Ocean Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
4,932
shares
|
$3.19 Million
0.69% of portfolio
|
Q3 2025
Reduced 15.37%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
4,895
shares
|
$3.16 Million
0.24% of portfolio
|
Q3 2025
Added 81.16%
|
|
|
Unigestion Holding Sa
|
Apr 10, 2025 Q1 2025 |
4,890
shares
|
$3.16 Million
0.18% of portfolio
|
Q1 2025
Added 101.15%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
4,851
shares
|
$3.13 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Mirova Us LLC
|
Oct 20, 2025 Q3 2025 |
4,851
shares
|
$3.13 Million
0.03% of portfolio
|
Q3 2025
Added 50.75%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Nov 06, 2025 Q3 2025 |
4,830
shares
|
$3.12 Million
1.92% of portfolio
|
Q3 2025
Reduced 11.05%
|
|
|
Harrington Investments, Inc
|
Jan 12, 2026 Q4 2025 |
4,809
shares
|
$3.11 Million
1.59% of portfolio
|
Q4 2025
Added 0.31%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
4,804
shares
|
$3.1 Million
0.21% of portfolio
|
Q3 2025
Added 24.39%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Nov 07, 2025 Q3 2025 |
4,795
shares
|
$3.1 Million
0.73% of portfolio
|
Q3 2025
New holding
|
|
|
Legal Advantage Investments, Inc.
|
Jan 14, 2026 Q4 2025 |
4,765
shares
|
$3.08 Million
1.53% of portfolio
|
Q4 2025
Reduced 24.38%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
4,760
shares
|
$3.07 Million
0.43% of portfolio
|
Q3 2025
Reduced 12.05%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Nov 13, 2025 Q3 2025 |
4,759
shares
|
$3.07 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|