Institutional Ownership Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU). We have compiled data on the 2,187 institutions that hold shares in the stock, with a total of 225 Million shares, which have been reported (via 13F filing form) to have a value of $133 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
4,027
shares
|
$2.38 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
4,015
shares
|
$2.37 Million
0.53% of portfolio
|
Q4 2024
Added 8.72%
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
4,007
shares
|
$2.36 Million
0.05% of portfolio
|
Q2 2024
Added 48.85%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
4,006
shares
|
$2.36 Million
0.5% of portfolio
|
Q4 2024
Added 2588.59%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
4,004
shares
|
$2.36 Million
0.11% of portfolio
|
Q3 2022
New holding
|
|
|
Trivest Advisors LTD
Hong Kong, K3 |
Nov 12, 2024 Q3 2024 |
4,000
shares
|
$2.36 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
3,999
shares
|
$2.36 Million
0.05% of portfolio
|
Q4 2024
Added 53.87%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
3,993
shares
|
$2.36 Million
0.58% of portfolio
|
Q4 2024
Added 6.99%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
3,992
shares
|
$2.36 Million
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
3,986
shares
|
$2.35 Million
0.25% of portfolio
|
Q2 2024
Reduced 1.31%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
3,984
shares
|
$2.35 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
3,961
shares
|
$2.34 Million
0.09% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,953
shares
|
$2.33 Million
0.11% of portfolio
|
Q2 2022
Added 10.98%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
3,940
shares
|
$2.33 Million
0.03% of portfolio
|
Q3 2024
Reduced 57.29%
|
|
|
Mirabella Financial Services LLP
London, X0 |
Nov 13, 2024 Q3 2024 |
3,934
shares
|
$2.32 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
3,908
shares
|
$2.31 Million
0.01% of portfolio
|
Q3 2024
Reduced 78.28%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,895
shares
|
$2.3 Million
0.01% of portfolio
|
Q3 2024
Added 2289.57%
|
|
|
Kornitzer Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
3,890
shares
|
$2.3 Million
0.05% of portfolio
|
Q3 2024
Reduced 14.34%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
3,885
shares
|
$2.29 Million
0.13% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Inlet Private Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
3,820
shares
|
$2.25 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
3,817
shares
|
$2.25 Million
0.15% of portfolio
|
Q3 2024
Reduced 7.04%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
3,799
shares
|
$2.24 Million
0.03% of portfolio
|
Q3 2024
Reduced 56.38%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
3,746
shares
|
$2.21 Million
0.04% of portfolio
|
Q4 2022
Added 10.6%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
3,744
shares
|
$2.21 Million
0.05% of portfolio
|
Q4 2024
Reduced 79.44%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
3,690
shares
|
$2.18 Million
0.29% of portfolio
|
Q3 2023
Reduced 0.16%
|