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 |
|---|---|---|---|---|---|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
2,607
shares
|
$1.58 Million
0.18% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
2,594
shares
|
$1.57 Million
0.02% of portfolio
|
Q3 2024
Reduced 92.86%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jan 29, 2025 Q4 2024 |
2,592
shares
|
$1.57 Million
0.58% of portfolio
|
Q4 2024
Added 77.41%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
2,573
shares
|
$1.56 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
2,565
shares
|
$1.55 Million
0.45% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
2,557
shares
|
$1.55 Million
0.34% of portfolio
|
Q3 2024
Added 5.79%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
2,532
shares
|
$1.53 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
2,532
shares
|
$1.53 Million
0.08% of portfolio
|
Q4 2024
Added 11.3%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
2,526
shares
|
$1.53 Million
0.29% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
2,511
shares
|
$1.52 Million
0.16% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Seven Eight Capital, LP
|
Nov 12, 2024 Q3 2024 |
2,509
shares
|
$1.52 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
2,505
shares
|
$1.51 Million
0.08% of portfolio
|
Q3 2024
Added 18.95%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
2,488
shares
|
$1.5 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Keeler T Homas Management LLC
|
Oct 17, 2024 Q3 2024 |
2,474
shares
|
$1.5 Million
0.5% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
2,456
shares
|
$1.48 Million
0.16% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
2,449
shares
|
$1.48 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
2,445
shares
|
$1.48 Million
0.07% of portfolio
|
Q4 2024
Reduced 26.36%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
2,442
shares
|
$1.48 Million
0.05% of portfolio
|
Q4 2023
Added 2.35%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
2,441
shares
|
$1.48 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,422
shares
|
$1.46 Million
0.04% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
2,415
shares
|
$1.46 Million
0.14% of portfolio
|
Q3 2024
Added 6.62%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
2,413
shares
|
$1.46 Million
0.24% of portfolio
|
Q4 2024
Added 11.25%
|
|
|
Jennison Associates LLC
|
Jan 24, 2025 Q4 2024 |
2,400
shares
|
$1.45 Million
0.0% of portfolio
|
Q4 2024
Reduced 53.01%
|
|
|
Community Capital Management, LLC
|
Oct 23, 2023 Q3 2023 |
2,400
shares
|
$1.45 Million
2.0% of portfolio
|
Q1 2023
Added 71.43%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 07, 2024 Q3 2024 |
2,400
shares
|
$1.45 Million
0.63% of portfolio
|
Q3 2024
Added 180.7%
|