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 |
|---|---|---|---|---|---|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
1,996
shares
|
$1.21 Million
0.22% of portfolio
|
Q3 2024
Reduced 94.51%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
1,992
shares
|
$1.2 Million
0.15% of portfolio
|
Q4 2024
Added 9.45%
|
|
|
Pictet & Cie (Europe) Sa
|
Jan 30, 2025 Q4 2024 |
1,992
shares
|
$1.2 Million
0.03% of portfolio
|
Q4 2024
Added 14.22%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
1,978
shares
|
$1.2 Million
0.08% of portfolio
|
Q4 2024
Added 7.33%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,977
shares
|
$1.2 Million
0.26% of portfolio
|
Q4 2024
Added 31.54%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
1,967
shares
|
$1.19 Million
0.75% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
1,965
shares
|
$1.19 Million
0.04% of portfolio
|
Q4 2024
Reduced 74.79%
|
|
|
Nelson Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
1,965
shares
|
$1.19 Million
0.21% of portfolio
|
Q4 2023
Added 221.6%
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
1,939
shares
|
$1.17 Million
1.11% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jan 28, 2025 Q4 2024 |
1,938
shares
|
$1.17 Million
0.88% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
1,932
shares
|
$1.17 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
1,930
shares
|
$1.17 Million
0.05% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
1,926
shares
|
$1.16 Million
0.6% of portfolio
|
Q2 2022
Added 102.74%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
1,926
shares
|
$1.16 Million
0.22% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
1,925
shares
|
$1.16 Million
0.22% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
1,922
shares
|
$1.16 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
1,920
shares
|
$1.16 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Jan 29, 2025 Q4 2024 |
1,917
shares
|
$1.16 Million
0.67% of portfolio
|
Q4 2024
Added 8.55%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
1,908
shares
|
$1.15 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
1,908
shares
|
$1.15 Million
0.17% of portfolio
|
Q2 2024
Reduced 3.0%
|
|
|
Amica Retiree Medical Trust
|
Nov 12, 2024 Q3 2024 |
1,907
shares
|
$1.15 Million
0.98% of portfolio
|
Q3 2024
Reduced 17.7%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
1,906
shares
|
$1.15 Million
0.19% of portfolio
|
Q2 2023
Added 50.32%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
1,906
shares
|
$1.15 Million
0.11% of portfolio
|
Q4 2024
Added 6.3%
|
|
|
Barbara Oil Co.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,900
shares
|
$1.15 Million
0.49% of portfolio
|
N/A
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
1,897
shares
|
$1.15 Million
0.24% of portfolio
|
Q3 2024
Reduced 16.69%
|