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 |
|---|---|---|---|---|---|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
2,397
shares
|
$1.45 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jan 16, 2025 Q4 2024 |
2,395
shares
|
$1.45 Million
1.08% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
2,380
shares
|
$1.44 Million
0.5% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
Forbes J M & CO LLP
|
Jan 28, 2025 Q4 2024 |
2,374
shares
|
$1.44 Million
0.15% of portfolio
|
Q4 2024
Added 28.46%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
2,374
shares
|
$1.44 Million
0.05% of portfolio
|
Q4 2023
Added 93.01%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
2,372
shares
|
$1.43 Million
0.31% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
2,365
shares
|
$1.43 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
2,353
shares
|
$1.42 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
2,352
shares
|
$1.42 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
2,340
shares
|
$1.41 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
2,327
shares
|
$1.41 Million
0.04% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
2,319
shares
|
$1.4 Million
0.03% of portfolio
|
Q3 2024
Added 130.29%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
2,300
shares
|
$1.39 Million
0.1% of portfolio
|
Q4 2024
Added 9.32%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
2,289
shares
|
$1.38 Million
0.13% of portfolio
|
Q4 2024
Added 138.94%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,286
shares
|
$1.38 Million
0.23% of portfolio
|
Q2 2022
Reduced 38.55%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jan 15, 2025 Q4 2024 |
2,271
shares
|
$1.37 Million
1.33% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
2,266
shares
|
$1.37 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
2,260
shares
|
$1.37 Million
0.13% of portfolio
|
Q3 2024
Reduced 19.11%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
2,241
shares
|
$1.35 Million
0.07% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
2,233
shares
|
$1.35 Million
0.12% of portfolio
|
Q4 2024
Added 19.67%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
2,233
shares
|
$1.35 Million
0.09% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
2,232
shares
|
$1.35 Million
0.7% of portfolio
|
Q1 2024
Reduced 15.33%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
2,227
shares
|
$1.35 Million
0.15% of portfolio
|
Q3 2024
Reduced 23.02%
|
|
|
Mcrae Capital Management Inc
|
Jan 29, 2025 Q4 2024 |
2,222
shares
|
$1.34 Million
0.29% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
2,217
shares
|
$1.34 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.73%
|