Institutional Ownership Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU). We have compiled data on the 2,175 institutions that hold shares in the stock, with a total of 224 Million shares, which have been reported (via 13F filing form) to have a value of $135 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Advent International Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
3,643
shares
|
$2.2 Million
0.05% of portfolio
|
Q2 2024
Reduced 92.19%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
3,639
shares
|
$2.2 Million
0.1% of portfolio
|
Q2 2024
Added 12.63%
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
3,639
shares
|
$2.2 Million
0.23% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
3,637
shares
|
$2.2 Million
0.6% of portfolio
|
Q2 2024
Added 3.85%
|
|
Conway Capital Management, Inc.
Burbank, CA |
Jan 17, 2025 Q4 2024 |
3,610
shares
|
$2.18 Million
1.0% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
Outfitter Financial LLC
|
Oct 29, 2024 Q3 2024 |
3,609
shares
|
$2.18 Million
1.86% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
3,605
shares
|
$2.18 Million
0.19% of portfolio
|
Q3 2024
Reduced 9.85%
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
3,599
shares
|
$2.18 Million
0.19% of portfolio
|
Q3 2024
Reduced 5.46%
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,588
shares
|
$2.17 Million
0.31% of portfolio
|
Q3 2024
Added 12.44%
|
|
Gateway Investment Advisers LLC
|
Jan 14, 2025 Q4 2024 |
3,587
shares
|
$2.17 Million
0.03% of portfolio
|
Q4 2024
Reduced 23.32%
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
3,578
shares
|
$2.16 Million
0.09% of portfolio
|
Q3 2024
Added 8.52%
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
3,552
shares
|
$2.15 Million
0.07% of portfolio
|
Q4 2024
Added 61.31%
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
3,533
shares
|
$2.14 Million
0.56% of portfolio
|
Q3 2024
Added 8.64%
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
3,518
shares
|
$2.13 Million
0.09% of portfolio
|
Q4 2022
Added 129.93%
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
3,469
shares
|
$2.1 Million
0.74% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
Account Management LLC
|
Nov 04, 2024 Q3 2024 |
3,465
shares
|
$2.09 Million
2.56% of portfolio
|
Q3 2024
Reduced 56.13%
|
|
Southern Capital Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
3,459
shares
|
$2.09 Million
1.22% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
3,456
shares
|
$2.09 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
3,452
shares
|
$2.09 Million
0.03% of portfolio
|
Q3 2024
Added 1.32%
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
3,450
shares
|
$2.09 Million
0.14% of portfolio
|
Q3 2024
Added 19.42%
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
3,426
shares
|
$2.07 Million
0.08% of portfolio
|
Q1 2024
Reduced 0.12%
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
3,421
shares
|
$2.07 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
3,414
shares
|
$2.06 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
3,407
shares
|
$2.06 Million
0.11% of portfolio
|
Q4 2024
Added 28.32%
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
3,405
shares
|
$2.06 Million
0.16% of portfolio
|
Q3 2024
Added 1.01%
|