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 |
|---|---|---|---|---|---|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
1,796
shares
|
$1.09 Million
0.23% of portfolio
|
Q3 2024
Reduced 6.7%
|
|
|
Red Spruce Capital, LLC
|
Jan 17, 2025 Q4 2024 |
1,784
shares
|
$1.08 Million
0.51% of portfolio
|
Q4 2024
Reduced 7.56%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1,783
shares
|
$1.08 Million
0.2% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
1,781
shares
|
$1.08 Million
0.21% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
1,778
shares
|
$1.07 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Crew Capital Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
1,775
shares
|
$1.07 Million
0.9% of portfolio
|
Q3 2024
Added 9.57%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2024 Q3 2024 |
1,775
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kensington Investment Counsel, LLC
|
Nov 15, 2024 Q3 2024 |
1,770
shares
|
$1.07 Million
0.46% of portfolio
|
Q2 2024
Added 0.23%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
1,766
shares
|
$1.07 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jan 23, 2025 Q4 2024 |
1,764
shares
|
$1.07 Million
0.44% of portfolio
|
Q4 2024
Reduced 22.56%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,762
shares
|
$1.07 Million
0.08% of portfolio
|
Q3 2024
Reduced 8.99%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
1,761
shares
|
$1.06 Million
0.24% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
1,760
shares
|
$1.06 Million
0.16% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
1,757
shares
|
$1.06 Million
0.18% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
1,753
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.41%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
1,749
shares
|
$1.06 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
1,746
shares
|
$1.06 Million
0.51% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
1,730
shares
|
$1.05 Million
0.54% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
1,717
shares
|
$1.04 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
1,713
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,691
shares
|
$1.02 Million
0.7% of portfolio
|
Q3 2024
Added 67.92%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
1,690
shares
|
$1.02 Million
0.12% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
1,681
shares
|
$1.02 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
1,680
shares
|
$1.02 Million
0.07% of portfolio
|
Q3 2024
Reduced 29.11%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
1,677
shares
|
$1.01 Million
0.24% of portfolio
|
Q4 2024
Reduced 65.18%
|