Institutional Ownership Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU). We have compiled data on the 2,529 institutions that hold shares in the stock, with a total of 233 Million shares, which have been reported (via 13F filing form) to have a value of $151 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
1,727
shares
|
$1.12 Million
0.28% of portfolio
|
Q3 2025
Added 386.48%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
1,724
shares
|
$1.11 Million
0.07% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Integrated Quantitative Investments LLC
Bellevue, WA |
Nov 12, 2025 Q3 2025 |
1,720
shares
|
$1.11 Million
0.33% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Crew Capital Management, Ltd.
|
Jan 16, 2026 Q4 2025 |
1,716
shares
|
$1.11 Million
0.77% of portfolio
|
Q4 2025
Added 13.19%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
1,708
shares
|
$1.1 Million
0.08% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 13, 2026 Q4 2025 |
1,707
shares
|
$1.1 Million
0.18% of portfolio
|
Q4 2025
Reduced 0.41%
|
|
|
Curated Wealth Partners LLC
|
Jan 12, 2026 Q4 2025 |
1,706
shares
|
$1.1 Million
0.13% of portfolio
|
Q4 2025
Added 5.18%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
1,698
shares
|
$1.1 Million
0.43% of portfolio
|
Q3 2025
Added 12.01%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
1,693
shares
|
$1.09 Million
0.51% of portfolio
|
Q2 2025
Reduced 12.73%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,691
shares
|
$1.09 Million
0.7% of portfolio
|
Q3 2024
Added 67.92%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
1,679
shares
|
$1.08 Million
0.08% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Parthenon LLC
|
Oct 31, 2025 Q3 2025 |
1,675
shares
|
$1.08 Million
0.13% of portfolio
|
Q3 2021
Reduced 1.47%
|
|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
1,669
shares
|
$1.08 Million
0.17% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Nelson Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,667
shares
|
$1.08 Million
0.14% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
1,667
shares
|
$1.08 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
1,667
shares
|
$1.08 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 12, 2026 Q4 2025 |
1,666
shares
|
$1.08 Million
0.5% of portfolio
|
Q4 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,662
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Woodline Partners LP
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
1,659
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2025
Reduced 81.45%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
1,656
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2025
Added 5.81%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
1,655
shares
|
$1.07 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 13, 2026 Q4 2025 |
1,650
shares
|
$1.07 Million
0.17% of portfolio
|
Q4 2025
Added 2.04%
|
|
|
Everest Management Corp.
Cupertino, CA |
Nov 06, 2025 Q3 2025 |
1,649
shares
|
$1.07 Million
0.72% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
1,647
shares
|
$1.06 Million
0.04% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
1,646
shares
|
$1.06 Million
0.04% of portfolio
|
Q3 2022
Added 7.44%
|
|