Institutional Ownership Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU). We have compiled data on the 2,252 institutions that hold shares in the stock, with a total of 230 Million shares, which have been reported (via 13F filing form) to have a value of $130 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Blueshift Asset Management, LLC
Red Bank, NJ |
Feb 11, 2025 Q4 2024 |
3,511
shares
|
$1.99 Million
0.83% of portfolio
|
Q4 2024
Reduced 23.66%
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
3,511
shares
|
$1.99 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
Kp Management LLC
Edina, MN |
Feb 14, 2025 Q4 2024 |
3,500
shares
|
$1.98 Million
0.69% of portfolio
|
Q4 2024
Reduced 26.32%
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
3,469
shares
|
$1.96 Million
0.74% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
Account Management LLC
|
Feb 11, 2025 Q4 2024 |
3,465
shares
|
$1.96 Million
2.55% of portfolio
|
Q3 2024
Reduced 56.13%
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
3,460
shares
|
$1.96 Million
0.05% of portfolio
|
Q4 2024
Added 1.14%
|
|
Southern Capital Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
3,459
shares
|
$1.96 Million
1.22% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
3,426
shares
|
$1.94 Million
0.08% of portfolio
|
Q1 2024
Reduced 0.12%
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
3,414
shares
|
$1.93 Million
0.26% of portfolio
|
Q4 2024
Added 18.95%
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
3,407
shares
|
$1.93 Million
0.11% of portfolio
|
Q4 2024
Added 28.32%
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,405
shares
|
$1.93 Million
0.17% of portfolio
|
Q3 2024
Added 1.01%
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
3,394
shares
|
$1.92 Million
0.02% of portfolio
|
Q4 2024
Added 13.4%
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
3,390
shares
|
$1.92 Million
0.07% of portfolio
|
Q4 2024
Added 5.61%
|
|
Value Partners Investments Inc.
|
Feb 21, 2025 Q4 2024 |
3,363
shares
|
$1.9 Million
1.23% of portfolio
|
Q4 2024
Added 1.79%
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
3,353
shares
|
$1.9 Million
0.09% of portfolio
|
Q4 2024
Added 2.32%
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
3,348
shares
|
$1.89 Million
0.08% of portfolio
|
Q4 2024
Added 57.33%
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
3,342
shares
|
$1.89 Million
0.09% of portfolio
|
Q4 2024
Reduced 33.21%
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
3,334
shares
|
$1.89 Million
0.42% of portfolio
|
Q2 2024
Added 0.79%
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
3,329
shares
|
$1.88 Million
0.03% of portfolio
|
Q4 2024
Added 81.91%
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
3,327
shares
|
$1.88 Million
0.58% of portfolio
|
Q3 2024
Added 6.67%
|
|
M&G Investments (Usa) Inc.
Chicago, IL |
May 08, 2024 Q4 2023 |
3,319
shares
|
$1.88 Million
2.04% of portfolio
|
Q4 2023
New holding
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
3,311
shares
|
$1.87 Million
0.12% of portfolio
|
Q4 2024
Added 0.12%
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
3,302
shares
|
$1.87 Million
0.07% of portfolio
|
Q4 2024
Added 227.9%
|
|
Stiles Financial Services Inc
|
Jan 28, 2025 Q4 2024 |
3,274
shares
|
$1.85 Million
0.76% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
3,261
shares
|
$1.84 Million
0.47% of portfolio
|
Q4 2024
Added 2.45%
|